U.S. Capital Goods Solid Balance Sheet and Fundamentals

Comfort Systems USA

Market Cap: US$58.8b

Provides mechanical and electrical installation, renovation, maintenance, repair, and replacement services for the mechanical and electrical services industry in the United States.

Argan

Market Cap: US$7.7b

Through its subsidiaries, provides engineering, procurement, construction, commissioning, maintenance, project development, and technical consulting services to the power generation market in the United States, Republic of Ireland, and the United Kingdom.

Fastenal

Market Cap: US$52.2b

Engages in the wholesale distribution of industrial and construction supplies in the United States, Canada, Mexico, and internationally.

EMCOR Group

Market Cap: US$33.1b

Provides electrical and mechanical construction and facilities, building, and industrial services in the United States and the United Kingdom.

Powell Industries

Market Cap: US$8.5b

Designs, develops, manufactures, sells, and services custom-engineered equipment and systems.

Donaldson Company

Market Cap: US$10.5b

Manufactures and sells filtration systems and replacement parts worldwide.

Carpenter Technology

Market Cap: US$27.7b

Engages in the manufacture, fabrication, and distribution of specialty metals in the United States, Europe, the Asia Pacific, Mexico, Canada, and internationally.

American Superconductor

Market Cap: US$1.6b

Provides megawatt-scale power resiliency solutions worldwide.