U.K. Capital Goods Top Stock Picks from Analysts

Travis Perkins

Market Cap: UK£1.2b

Engages in distribution of building material products in the United Kingdom.

James Halstead

Market Cap: UK£614.8m

Manufactures and supplies flooring products for commercial and domestic uses in the United Kingdom, rest of Europe, Scandinavia, Australasia, Asia, and internationally.

Kier Group

Market Cap: UK£550.3m

Primarily engages in the construction business in the United Kingdom and internationally.

Renew Holdings

Market Cap: UK£525.6m

Provides engineering services in the United Kingdom.

discoverIE Group

Market Cap: UK£517.7m

Designs, manufactures, and supplies components for electronic applications worldwide.

Judges Scientific

Market Cap: UK£453.2m

Designs, manufactures, and sells scientific instruments.

Ashtead Technology Holdings

Market Cap: UK£408.7m

Provides subsea equipment rental solutions for the offshore energy sector in Europe, the Americas, the Asia-Pacific, and the Middle East.

XP Power

Market Cap: UK£250.3m

An investment holding company, designs, manufactures, and sells power supply solutions in Europe, North America, and Asia.

Vp

Market Cap: UK£213.1m

Provides equipment rental and associated services in the United Kingdom and internationally.

James Latham

Market Cap: UK£206.6m

Imports and distributes timbers, panels, and decorative surfaces in the United Kingdom, the Republic of Ireland, rest of Europe, and internationally.

Brickability Group

Market Cap: UK£198.0m

Supplies, distributes, and imports building products in the United Kingdom.

Norcros

Market Cap: UK£191.3m

Develops, manufactures, and markets bathroom and kitchen products in the United Kingdom, Ireland, and South Africa.

ITM Power

Market Cap: UK£169.8m

Designs and manufactures proton exchange membrane (PEM) electrolysers in the United Kingdom, Germany, Australia, rest of Europe, and the United States.

Eurocell

Market Cap: UK£148.0m

Engages in manufacture, distribution, and recycling of windows, doors, and roofline polyvinyl chloride (PVC) building products in the United Kingdom and the Republic of Ireland.

Somero Enterprises

Market Cap: UK£142.8m

Designs, assembles, remanufactures, sells, and distributes concrete leveling, contouring, and placing equipment in the United States and internationally.

Mpac Group

Market Cap: UK£128.1m

Provides packaging and automation solutions to healthcare, clean energy, and food and beverage sectors worldwide.

Ceres Power Holdings

Market Cap: UK£115.3m

Engages in the development and commercialization of fuel cell and electrochemical technology in Europe, Asia, North America, and internationally.

Epwin Group

Market Cap: UK£112.1m

Manufactures and sells building products in the United Kingdom, rest of Europe, and internationally.

Avation

Market Cap: UK£97.3m

Avation PLC, together with its subsidiaries, leases commercial passenger aircraft to airlines worldwide.

Trifast

Market Cap: UK£90.3m

Manufactures and distributes industrial fasteners and category C components in the United Kingdom, Ireland, Europe, North America, and Asia.

Speedy Hire

Market Cap: UK£87.4m

Provides tools and equipment hire, and services to the construction, infrastructure, and industrial markets in the United Kingdom and Ireland.

Renold

Market Cap: UK£75.0m

Engages in the manufacture and sale of high precision engineered products and solutions in the United Kingdom, rest of Europe, the United States, Canada, Australasia, China, India, and internationally.

Severfield

Market Cap: UK£69.9m

A structural steelwork company, engages in the designing, manufacturing, fabrication, construction, and erection of steelwork activities in the United Kingdom, Republic of Ireland, Europe, and India.

AFC Energy

Market Cap: UK£56.6m

Engages in the development of fuel cell and fuel processing technology and equipment in the United Kingdom.

Ilika

Market Cap: UK£53.5m

Engages in the design, production, and development of solid state batteries in the United Kingdom, Asia, Europe, and North America.

Dialight

Market Cap: UK£49.8m

Primarily develops, manufactures, and supplies LED lighting solutions for use in hazardous and industrial applications in North America, Europe, the Middle East, Africa, and internationally.

Invinity Energy Systems

Market Cap: UK£48.5m

Manufactures and sells vanadium flow batteries (VFB) for energy storage requirements of business, industry, and electrical networks.

Lords Group Trading

Market Cap: UK£44.0m

Distributes building materials, plumbing, heating, and DIY goods to local tradesmen, developers, small and medium construction companies, and retail customers.

HSS Hire Group

Market Cap: UK£43.1m

Provides tool and equipment hire, and related services in the United Kingdom and the Republic of Ireland.

Van Elle Holdings

Market Cap: UK£36.8m

Operates as a geotechnical and ground engineering contractor in the United Kingdom.

Flowtech Fluidpower

Market Cap: UK£36.2m

Distributes engineering components and assemblies in the areas of fluid power industry in the United Kingdom, rest of Europe, internationally.

Gelion

Market Cap: UK£18.9m

Together with its subsidiary, engages in the research and development, manufacture, and sale of battery systems in the United Kingdom and internationally.

Clean Power Hydrogen

Market Cap: UK£17.7m

Clean Power Hydrogen plc, a green hydrogen technology and manufacturing company, engages in the development of hydrogen and oxygen production solutions.

Pod Point Group Holdings

Market Cap: UK£15.4m

Engages in the development and supply of equipment and systems for recharging electric vehicles (EV) in the United Kingdom and Spain.

Pennant International Group

Market Cap: UK£14.7m

Provides integrated training and support software solutions, products, and services in the United Kingdom, rest of Europe, North America, and Indo-Pacific region.

Checkit

Market Cap: UK£14.3m

Provides intelligent operations management platforms for deskless workforces in the United Kingdom and the Americas.