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Deere and Caterpillar have each lapped the industrial sector by roughly four times over, yet the broader group never joined the party. Whether that narrowness is a warning sign or a competitive edge changes everything about what holders should do next.

The U.S. manufacturing economy has grown for eight consecutive months. Growth is finally turning into more manufacturing jobs. The Institute for Supply Management’s Purchasing Managers Index, or PMI, came in at 54.6 for August, down from 55.6 in July.

The technical signals suggest that now might not be a time to jump into the sector, with one exception.

W.W. Grainger has outperformed the broader market over the past year, but analysts are cautious about the stock’s prospects.

Nordson has outperformed the broader market over the past year, and analysts are cautiously optimistic about the stock’s prospects.

Despite Huntington Ingalls’ weak performance relative to the broader market over the past year, Wall Street analysts maintain a moderately optimistic outlook on the stock’s prospects.

Although United Rentals has lagged behind the broader market over the past year, Wall Street analysts maintain a strongly optimistic outlook on the stock’s prospects.

Though FedEx Freight has underperformed relative to the broader market over the past month, Wall Street analysts remain moderately optimistic about the stock’s prospects.

Despite underperforming the broader market over the past year, Hubbell continues to command a cautiously optimistic outlook from Wall Street.

Snap-on has outperformed the market, with steady earnings growth and bullish analyst sentiment supporting a positive outlook.

Allegion has underperformed the broader market over the past year, but analysts are cautiously optimistic about the stock’s prospects.

Despite Jacobs Solutions’ underperformance relative to the broader S&P 500 Index over the past year, Wall Street analysts remain moderately optimistic about the stock’s prospects.

Equifax has underperformed the broader market over the past year, and analysts remain somewhat bullish about the stock’s prospects.