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 %
|
|
PENTAIR INC (PNR) |
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 %
|
|
ABBOTT LABORATORI (ABT) |
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 %
|
|
TOYOTA MTR CP ADS (TM) |
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 %
|
|
TESCO PLC (TSCO.L) |
414.10
|
-13.23 %
|
|
NEWELL RUBBERMAID (NWL) |
20.08
|
-19.00 %
|
|
STEELCASE INC (SCS) |
12.60
|
-22.03 %
|
