So here I am foraging around in the Industrials sector, and what should I find. Five companies that have crushed the S&P/ASX 200 Index (Index: ^AXJO) (ASX: XJO) over the past 3 months.
Not all are of them are household names, but they all belong in the construction and engineering space. The industrials sector has pretty much gone sideways since the start of the year, so it's a credit to these five that they've managed such outstanding performances. The worst, still managed to outperform the ASX200 by 12%.
Here they are:
| Company | Market Cap | 3 months outperformance |
| Service Stream Limited (ASX: SSM) | $183 million | 38.69% |
| Sedgman Limited (ASX: SDM) | $243 million | 37.81% |
| AJ Lucas Group Limited (ASX: AJL) | $93 million | 36.97% |
| OTOC FPO (ASX: OTC) | $50 million | 13.46% |
| Cimic Group Ltd (ASX: CIM) | $9.77 billion | 11.87% |
(Source:Commsec)
Service Stream Limited
Service Stream provides essential network services to copper, fibre and wireless telecommunications networks, and private and public energy, and water companies nationally.
The company designs, manages and builds mobile phone tower infrastructure, such as tower bases and pylons, existing structural reinforcements, and equipment fixtures, in addition to new fixed-line communications networks and individual user connections. They also read millions of gas and water meters every year.
Sedgman Limited
Sedgman provides mineral processing, infrastructure solutions, and project engineering to the global resources industry.
The project division handles the design, construction and commissioning of coal handling and preparation plants, minerals processing plants and other related equipment. While the operations division provides resources (people) to help optimise plant operations and maintenance services for clients.
AJ Lucas Group Limited
AJ Lucas provides construction, civil engineering, and drilling services to the energy, water, waste water, resources, and public infrastructure sectors. The company also provides drilling and gas management services to the Australian coal industry and develops unconventional hydrocarbon properties.
OTOC FPO
OTOC provides construction and turnkey camp/village installations, environmental, surveying, mapping, town planning, engineering, project delivery and specialist consulting services across the infrastructure, resources and energy sectors.
The company operates through its wholly owned subsidiaries OTOC Australia, Whelans Australia Pty Ltd, Bosco Jonson, Geo-Metric, and THG.
Cimic Group Ltd
Everyone's heard of CIMIC Group (formerly Leighton Holdings Limited). With a market cap of around $10 billion, they're one of our 50 largest companies. Not only that, but they just posted a full year profit of $520 million for the period ending 31 December, 2015.
The company owns and operates through a number of diverse and independent operating companies: Leighton Contractors; Thiess; Leighton Asia, India and Offshore; and Leighton Properties.
