U.S. Capital Goods Solid Balance Sheet and Fundamentals

EMCOR Group

Market Cap: US$35.9b

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

Argan

Market Cap: US$6.2b

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.

Comfort Systems USA

Market Cap: US$50.9b

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

Carpenter Technology

Market Cap: US$19.5b

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

Tecnoglass

Market Cap: US$2.3b

Manufactures, supplies, and installs architectural glass, windows, and associated aluminum and vinyl products for commercial and residential construction markets in Colombia, the United States, Panama, and internationally.

Global Industrial

Market Cap: US$1.2b

Through its subsidiaries, operates as an industrial distributor of various industrial and maintenance, repair, and operation (MRO) products in the United States and Canada.

Limbach Holdings

Market Cap: US$1.1b

Operates as a building systems solution company in the United States.

Applied Industrial Technologies

Market Cap: US$10.5b

Distributes industrial motion, power, control, and automation technology solutions in the United States, Canada, Mexico, Australia, New Zealand, Singapore, and Costa Rica.