May was another good month for the Superfactory 20 Index of Lean Manufacturing Companies. The year-to-date average performance went positive for the first time this year, and the performance gap between the SF20 and the S&P 500 increased to over 4%. Wabtec, Parker-Hannifin, and Caterpillar continue to perform the best while Steelcase, Rubbermaid, and Tesco are bringing up the rear. The SF20 average performance by month is as follows:
The individual company performance is as follows:
| Name | Price |
YTD Performance |
|---|---|---|
| WABTEC CORP (WAB) |
46.57 |
38.73 % |
| PARKER HANNIFIN C (PH) |
84.67 |
19.46 % |
| CATERPILLAR INC (CAT) |
82.64 |
18.21 % |
|
37.43 |
10.71 % |
|
| NIKE INC CL B (NKE) |
68.37 |
8.45 % |
| STANLEY WORKS THE (SWK) |
48.58 |
5.02 % |
| ILL TOOL WORKS IN (ITW) |
53.70 |
3.53 % |
| JOHNSON AND JOHNS (JNJ) |
66.74 |
2.65 % |
|
56.35 |
2.19 % |
|
| SUPERFACTORY 20 AVERAGE | 0.81 % |
|
| HONDA MOTOR CO AD (HMC) |
33.23 |
0.45 % |
| HILLENBRAND INC (HI) |
22.15 |
0.00 % |
| S&P 500 INDEX, RTH (^GSPC) |
1400.38 |
-3.23 % |
| BOEING CO (BA) |
82.77 |
-3.53 % |
|
102.05 |
-4.14 % |
|
| TEXTRON INC (TXT) |
62.55 |
-5.98 % |
| KIMBERLY CLARK CP (KMB) |
63.80 |
-6.47 % |
| DANAHER CP (DHR) |
78.18 |
-9.24 % |
| DEERE CO (DE) |
81.34 |
-9.54 % |
|
414.10 |
-13.23 % |
|
| NEWELL RUBBERMAID (NWL) |
20.08 |
-19.00 % |
| STEELCASE INC (SCS) |
12.60 |
-22.03 % |