According to the GuruFocus All-In-One Screener, the following companies with core business in the industrials sector have positions in gurus' portfolios.
Five gurus hold 2 million shares of Textron Inc. (TXT) with a total weight of 0.75% on their portfolios.
The company has a market cap of $13.66 billion. The stock is trading with a price-earnings (P/E) ratio of 15.78. The stock price of $51.61 is 2.42% below its 52-week high and 38.77% above its 52-week low. Over the last 10 years, it has returned a loss of 9%.
Textron’s revenue of $13.773 billion grew 0.5% over the last 10 years. Its earnings per share (EPS) of $3.27 hasn’t changed.
In the second quarter Joel Greenblatt (Trades, Portfolio) and Mario Gabelli (Trades, Portfolio) reduced their positions in the company.
Five gurus hold 1.2 million shares of L3 Technologies Inc. (LLL) with a total weight of 0.94% on their portfolios.
The company has a market cap of $14.52 billion. The stock is trading with a P/E ratio of 20.93. The stock price of $185.65 is 0.16% below its 52-week high and 42.24% above its 52-week low. Over the last 10 years, it has returned a gain of 99%.
L3 Technologies’ revenue of $10.895 million grew 2% over the last 10 years. Its EPS of $8.87 saw a 10-year growth of 1.10%.
In the second quarter Richard Pzena (Trades, Portfolio) and Greenblatt reduced their holding of the company; David Dreman (Trades, Portfolio) exited his position.
Six gurus hold 1.4 million shares of United Technologies Corp.Ă‚ (UTX) with a total weight of 2.74% on their portfolios.
The company has a market cap of $90.3 billion. The stock is trading with a P/E ratio of 17.21, and the price of $113.08 is 9.38% below its 52-week high and 15.84% above its 52-week low. Over the last 10 years, it has returned a gain of 49%.
United Technologies’ revenue of $58.108 million increased by 2.60% over the last 10 years. Its EPS of $6.57 grew 4.20%.
In the second quarter Tom Gayner (Trades, Portfolio) added 12.55% to his position while T Rowe Price Equity Income Fund (Trades, Portfolio), Ken Fisher, Mason Hawkins, Chris Davis and Barrow, Hanley, Mewhinney & Strauss reduced their holdings.
Three gurus hold 572,979 shares of Triumph Group Inc. (TGI) with a total weight of 0.11% on their portfolios.
The company has a market cap of $1.38 billion. The stock is trading with a P/E ratio of 2.63, and the price of $227.9 is 19.83% below its 52-week high and 41.98% above its 52-week low. Over the last 10 years, it has returned a loss of 31%.
Triumph Group’s revenue of $3.421 million increased by 11% over the last 10 years. Its EPS of -$1.32 has not changed.
In the second quarter Barrow, Hanley, Mewhinney & Strauss added 316.78% to its position; Dreman and Greenblatt acquired new positions in the company.
Seven gurus hold 5.9 million shares of TransDigm Group Inc. (TDG, Financial) with a total weight of 19.98% on their portfolios.
The company has a market cap of $13.3 billion, and the stock is trading with a P/E ratio of 28.37. The stock price of $256.16 is 13.17% below its 52-week high and 25.74% above its 52-week low. Over the last 10 years, it has returned a gain of 559%.
TransDigm Group’s revenue of $7.5 million grew 20.20% over the last 10 years. Its EPS of $2.5 has a 10-year growth rate of 21.70%.
In the second quarter Greenblatt, Baron and Pzena reduced their position in the company while George Soros (Trades, Portfolio) exited his holding.
Disclosure: I do not own shares of any stocks mentioned in this article.
