U.S. Capital Goods Top Stock Picks from Analysts

QXO

Market Cap: US$12.7b

Distributes roofing, waterproofing, and other building products in the United States.

Firefly Aerospace

Market Cap: US$5.3b

Operates as a space and defense technology company and provides mission solutions for national security, government, and commercial customers.

WillScot Holdings

Market Cap: US$3.7b

Provides turnkey temporary space solutions in the United States, Canada, and Mexico.

Enovix

Market Cap: US$2.0b

Designs, develops, and manufactures lithium-ion battery cells in the United States and internationally.

Voyager Technologies

Market Cap: US$1.7b

Operates as a defense technology and space solutions company in the United States, Europe, the Middle East, and internationally.

Redwire

Market Cap: US$1.4b

Provides critical space solutions and space infrastructure for government and commercial customers in the United States, Europe, and internationally.

Eve Holding

Market Cap: US$1.4b

Develops urban air mobility solutions in the United States.

NET Power

Market Cap: US$664.2m

Operates as an energy technology company in the United States.

ADS-TEC Energy

Market Cap: US$662.6m

Engages in the provision of intelligent and decentralized energy storage systems in Europe and North America.

Kornit Digital

Market Cap: US$629.8m

Develops, designs, and markets digital printing solutions for the fashion, apparel, and home decor segments of printed textile industry in the United States, Europe, the Middle East, Africa, the Asia Pacific, and internationally.

Quanex Building Products

Market Cap: US$629.5m

Provides components for the fenestration industry in the United States, Europe, Canada, Asia, and internationally.

AIRO Group Holdings

Market Cap: US$603.3m

A multi-faceted advanced Aerospace and Defense company.

Vertical Aerospace

Market Cap: US$536.0m

An aerospace and technology company, engages in designing, manufacturing, and selling zero operating emission electric vertical takeoff and landing (eVTOL) aircraft for use in the advanced air mobility market in the United Kingdom.

Byrna Technologies

Market Cap: US$474.7m

A less-lethal self-defense technology company, develops, manufactures, and sells less-lethal personal security solutions in the United States, South Africa, Europe, South America, Asia, and Canada.

Columbus McKinnon

Market Cap: US$414.9m

Designs, manufactures, and markets motion solutions for moving, lifting, positioning, and securing materials worldwide.

A2Z Cust2Mate Solutions

Market Cap: US$342.3m

A technology company, focuses on the development and commercialization of retail smart cart solutions for grocery stores and supermarkets in Israel and internationally.

CEA Industries

Market Cap: US$334.3m

Through its subsidiary, Surna Cultivation Technologies LLC, focuses on the sale of environmental control and other technologies and services to the controlled environment agriculture (CEA) industry in the United States and Canada.

AirJoule Technologies

Market Cap: US$313.7m

Operates as an atmospheric renewable energy and water harvesting technology company.

Mayville Engineering Company

Market Cap: US$275.7m

Engages in the production, design, prototyping and tooling, fabrication, aluminum extrusion, coating, and assembling of aftermarket components in the United States.

Tecogen

Market Cap: US$233.1m

Designs, manufactures, markets, and maintains cogeneration products for multi-family residential, commercial, recreational, and industrial use in the United States.

Alta Equipment Group

Market Cap: US$230.7m

Owns and operates integrated equipment dealership platforms in the United States and Canada.

FreightCar America

Market Cap: US$181.5m

Through its subsidiaries, engages in design, manufacture, and sale of railcars and railcar components for the transportation of bulk commodities and containerized freight products in the United States and Mexico.

KULR Technology Group

Market Cap: US$174.6m

Through its subsidiary, KULR Technology Corporation, develops and commercializes thermal management technologies for electronics, batteries, and other components applications in the United States.

Blink Charging

Market Cap: US$159.2m

Through its subsidiaries, owns, operates, manufactures, and provides electric vehicle (EV) charging equipment and networked EV charging services in the United States and internationally.

Tigo Energy

Market Cap: US$157.8m

Provides solar and energy storage solutions worldwide.

NeoVolta

Market Cap: US$153.9m

Designs, manufactures, and sells energy storage systems in the United States.

Complete Solaria

Market Cap: US$147.1m

Engages in the provision of solar system sales and installation in the United States.

SKYX Platforms

Market Cap: US$127.0m

Provides a series of safe-smart platform technologies in the United States.

Safe Pro Group

Market Cap: US$122.3m

Provides security and protection products in the United States, Europe, Asia, and the Pacific.

NN

Market Cap: US$109.1m

Designs, manufactures, and sells high-precision components and assemblies for various end markets in the United States, China, Brazil, Mexico, Germany, Poland, and internationally.

Emeren Group

Market Cap: US$95.5m

Develops, builds, and sells solar power projects.

Ocean Power Technologies

Market Cap: US$95.2m

A maritime domain awareness company, provides maritime solutions in North America, South America, Europe, the Middle East, Africa, Australia, and Asia.

Westwater Resources

Market Cap: US$87.1m

An energy technology company, focuses on developing battery-grade natural graphite materials in the United States.

CBAK Energy Technology

Market Cap: US$80.1m

CBAK Energy Technology, Inc., together with its subsidiaries, manufacture, commercialization, and distribution of standard and customized lithium and sodium batteries in Mainland China, Europe, and internationally.

Wallbox

Market Cap: US$70.8m

A technology company, designs, manufactures, and distributes charging solutions for residential, business, and public applications in Europe, the Middle East, Asia, North America, and the Asia Pacific.

Flux Power Holdings

Market Cap: US$64.0m

Through its subsidiary, designs, develops, manufactures, and sells lithium-ion energy storage solutions in North America.