Industrial orders & inventories macro thread

Durable-goods orders, core capital-goods orders, and business inventories from Census public data.

As of: 2026-05-08. Related topic page: /skills/industrial-orders.html.

This page is a data-driven assembly of existing grepcent indicators, SIC crosswalks, SEC company financials, and sanitized SEC MD&A text. The mapped sectors are grepcent descriptive editorial mappings, not forecasts, recommendations, or investment advice. Company inclusion is mechanical - largest by revenue in the mapped SIC sectors - and is not a recommendation, endorsement, or an assessment of any company's exposure to this theme.

Sector mapping is coarse (SIC level) and does not imply a company's business is driven by this theme; keyword matches are literal and may be incidental - read the linked filing for context.

Macro Side

Indicator	Latest Reading	Units	As Of	Source
DGORDER - Manufacturers' New Orders: Durable Goods	346182	Millions of Dollars	2026-04-01	FRED source
NEWORDER - Manufacturers' New Orders: Nondefense Capital Goods Excluding Aircraft	82487	Millions of Dollars	2026-04-01	FRED source
BUSINV - Total Business Inventories	2.70973e+06	Millions of Dollars	2026-03-01	FRED source

Mapped SIC Sectors

Mapped from the existing topic crosswalk, refined where needed to SIC major-group scope for company selection.

Manufacturing SIC division D
Wholesale Trade SIC division F
Retail Trade SIC division G

Largest Companies in Mapped Sectors (by revenue)

Companies are selected from the mapped SIC sectors and sorted by latest reported annual revenue (from SEC companyfacts). Missing metrics are left blank. MD&A signals are keyword matches against the sanitized latest 10-K MD&A text. Keywords scanned: durable goods orders, new orders, order backlog, customer orders.

Company	Revenue	FY	Net Margin	Operating Margin	Revenue Growth	Verbatim MD&A Excerpt
AMZN - AMAZON COM INC	716,924,000,000	2025	10.83%	11.16%	12.38%	No keyword match found in emitted latest 10-K MD&A.
WMT - Walmart Inc.	713,163,000,000	2026	3.07%	4.18%	4.73%	No keyword match found in emitted latest 10-K MD&A.
AAPL - Apple Inc.	416,161,000,000	2025	26.92%	31.97%	6.43%	No keyword match found in emitted latest 10-K MD&A.
MCK - MCKESSON CORP	403,430,000,000	2026	1.18%	1.54%	12.36%	No keyword match found in emitted latest 10-K MD&A.
CVS - CVS HEALTH Corp	402,067,000,000	2025	0.44%	1.16%	7.85%	No keyword match found in emitted latest 10-K MD&A.
XOM - EXXON MOBIL CORP	332,238,000,000	2025	8.68%		-4.96%	No keyword match found in emitted latest 10-K MD&A.
COR - Cencora, Inc.	321,332,819,000	2025	0.48%	0.82%	9.31%	No keyword match found in emitted latest 10-K MD&A.
COST - COSTCO WHOLESALE CORP /NEW	275,235,000,000	2025	2.94%	3.77%	8.17%	No keyword match found in emitted latest 10-K MD&A.
CAH - CARDINAL HEALTH INC	222,578,000,000	2025	0.70%	1.02%	-1.87%	No keyword match found in emitted latest 10-K MD&A.
NVDA - NVIDIA CORP	215,938,000,000	2026	55.60%	60.38%	65.47%	No keyword match found in emitted latest 10-K MD&A.
CVX - CHEVRON CORP	189,031,000,000	2025	6.51%		-6.79%	No keyword match found in emitted latest 10-K MD&A.
F - FORD MOTOR CO	187,267,000,000	2025	-4.36%	-4.90%	1.23%	No keyword match found in emitted latest 10-K MD&A.
GM - General Motors Co	185,019,000,000	2025	1.46%	1.57%	-1.29%	No keyword match found in emitted latest 10-K MD&A.
HD - HOME DEPOT, INC.	164,683,000,000	2026	8.60%	12.68%	3.24%	No keyword match found in emitted latest 10-K MD&A.
KR - KROGER CO	147,642,000,000	2026	0.69%	1.28%	0.35%	No keyword match found in emitted latest 10-K MD&A.

Informational only - not investment advice.