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AIRR

First Trust RBA American Industrial Renaissance ETF
1W: +2.9% 1M: -5.4% 3M: +11.6% YTD: +11.8% 1Y: +58.2% 3Y: +146.8% 5Y: +180.6%
$113.52
+1.26 (+1.12%)
After Hours: $112.61 (-0.91, -0.81%)
ETF NASDAQ · AUM $8.5B
ETF-Level Metrics
AUM$8.5B
Holdings53
Top 10 Wt—%
Beta1.62
% Profitable89%
Coverage0%
Portfolio Valuation
P/E33.2
P/B4.2
P/S2.1
EV/EBITDA17.6
P/FCF29.1
PEG0.80
Profitability & Returns
Gross Margin22.9%
Net Margin6.1%
ROE12.8%
ROA3.0%
ROIC9.4%
Div Yield0.93%
Leverage & Liquidity
Debt/Equity0.74
Debt/Assets0.18
Net Debt/EBITDA1.4x
Interest Cov2.7x
Current Ratio0.73
Quick Ratio0.68
Growth (YoY)
Revenue+15.1%
Net Income+23.6%
EPS+21.3%
FCF+14.0%
EBITDA+23.4%
Rev CAGR 3Y+10.9%
Quality Scores
Piotroski F6.3
Altman Z4.76
IS Quality65.0
IS Overall53.7
IS Value48.8
Median P/E29.3

Sector Breakdown

4 sectors
Sector # Holdings Total Weight % Avg P/E
Industrials 44 0.0% 127.1
Financial Services 6 0.0% 10.4
Energy 2 0.0% 4.7
Other 1 0.0%

Smart Money Overlap

1 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
FSS Federal Signal Corporation 0.00% 4 Bullish 6 2 +2.8%
Showing 50 of 53 holdings · Page 1 of 2
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 Sterling Infrastructure, Inc. STRL 0.00% $348.7M 804,433 47.9 $13.9B Industrials
2 C.H. Robinson Worldwide, Inc. CHRW 0.00% $266.8M 1,519,964 34.7 $20.1B Industrials
3 Comfort Systems USA, Inc. FIX 0.00% $364.0M 250,941 50.7 $51.9B Industrials
4 MasTec, Inc. MTZ 0.00% $375.1M 1,194,824 63.2 $25.5B Industrials
5 DNOW Inc. DNOW 0.00% $45.4M 3,828,207 -25.0 $1.4B Energy
6 SPX Technologies SPXC 0.00% $263.2M 1,295,297 39.3 $10.0B Industrials
7 Tutor Perini Corporation TPC 0.00% $62.8M 865,602 51.4 $4.1B Industrials
8 Leonardo DRS, Inc. DRS 0.00% $65.7M 1,438,327 44.2 $12.3B Industrials
9 Zurn Elkay Water Solutions Corp. ZWS 0.00% $73.5M 1,661,848 39.1 $7.7B Industrials
10 Mercury Systems, Inc. MRCY 0.00% $74.0M 946,626 -153.8 $4.7B Industrials
11 Mueller Water Products, Inc. MWA 0.00% $76.0M 2,747,192 22.1 $4.4B Industrials
12 Fulton Financial Corporation FULT 0.00% $75.9M 3,886,108 9.4 $3.6B Financial Services
13 Herc Holdings, Inc. HRI 0.00% $86.5M 835,477 3553.8 $3.6B Industrials
14 CSW Industrials, Inc. CSW 0.00% $89.1M 337,763 35.2 $4.5B Industrials
15 Argan, Inc. AGX 0.00% $358.1M 743,130 50.4 $6.1B Industrials
16 Construction Partners, Inc. (Class A) ROAD 0.00% $107.6M 946,474 51.2 $6.3B Industrials
17 Associated Banc-Corp ASB 0.00% $107.3M 4,361,196 8.8 $4.2B Financial Services
18 Federal Signal Corporation FSS 0.00% $111.0M 1,049,719 27.5 $6.8B Industrials
19 Landstar System, Inc. LSTR 0.00% $123.7M 823,864 46.7 $5.3B Industrials
20 Advanced Drainage Systems, Inc. WMS 0.00% $125.0M 924,284 22.9 $10.8B Industrials
21 Old National Bancorp ONB 0.00% $125.5M 5,891,119 12.6 $8.5B Financial Services
22 Everus Construction Group, Inc. ECG 0.00% $129.3M 1,095,622 31.2 $6.3B Industrials
23 Wintrust Financial Corporation WTFC 0.00% $135.0M 1,009,071 11.1 $9.2B Financial Services
24 IES Holdings, Inc. IESC 0.00% $144.8M 317,167 29.2 $10.0B Industrials
25 Applied Industrial Technologies, Inc. AIT 0.00% $147.0M 570,806 24.8 $10.0B Industrials
26 Powell Industries, Inc. POWL 0.00% $147.8M 280,169 37.8 $7.1B Industrials
27 F.N.B. Corporation FNB 0.00% $149.6M 9,306,143 10.5 $5.9B Financial Services
28 Ryder System, Inc. R 0.00% $153.8M 795,758 16.6 $8.0B Industrials
29 Kirby Corporation KEX 0.00% $155.0M 1,186,103 20.8 $7.3B Industrials
30 Granite Construction Incorporated GVA 0.00% $155.1M 1,285,905 27.5 $5.3B Industrials
31 Oshkosh Corporation OSK 0.00% $157.6M 1,088,394 14.5 $9.4B Industrials
32 AAON, Inc. AAON 0.00% $157.6M 1,960,506 66.6 $7.2B Industrials
33 RBC Bearings Incorporated RBC 0.00% $191.7M 353,026 65.9 $17.8B Industrials
34 Clean Harbors, Inc. CLH 0.00% $206.3M 709,777 39.2 $15.4B Industrials
35 Kratos Defense & Security Solutions, Inc. KTOS 0.00% $208.3M 2,235,889 619.8 $14.9B Industrials
36 Owens Corning OC 0.00% $220.0M 2,120,275 -16.6 $8.9B Industrials
37 Core & Main, Inc. (Class A) CNM 0.00% $223.4M 4,683,605 21.8 $9.5B Industrials
38 Saia, Inc. SAIA 0.00% $240.6M 746,135 36.1 $9.2B Industrials
39 Karman Holdings Inc. KRMN 0.00% $254.4M 2,391,546 453.5 $13.2B Industrials
40 Xometry, Inc. (Class A) XMTR 0.00% $54.1M 1,347,886 -34.3 $2.1B Industrials
41 US Dollar Private $USD 0.00% $18.9M
42 Dycom Industries, Inc. DY 0.00% $267.8M 749,955 36.5 $10.6B Industrials
43 BWX Technologies, Inc. BWXT 0.00% $267.4M 1,267,498 61.8 $20.3B Industrials
44 Huntington Ingalls Industries, Inc. HII 0.00% $275.6M 656,103 26.1 $15.8B Industrials
45 Primoris Services Corporation PRIM 0.00% $277.8M 1,933,598 29.3 $8.1B Industrials
46 EMCOR Group, Inc. EME 0.00% $299.3M 396,784 27.1 $34.2B Industrials
47 Arcosa, Inc. ACA 0.00% $44.4M 433,098 25.1 $5.2B Industrials
48 Schneider National, Inc. (Class B) SNDR 0.00% $44.3M 1,870,226 43.7 $4.5B Industrials
49 Shoals Technologies Group, Inc. (Class A) SHLS 0.00% $41.0M 6,765,372 34.5 $1.2B Energy
50 First Financial Bancorp. FFBC 0.00% $44.0M 1,640,546 10.3 $2.9B Financial Services

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms