U.S. Capital Goods Top Stock Picks from Analysts

Vertiv Holdings Co

Market Cap: US$27.7b

Designs, manufactures, and services critical digital infrastructure technologies and life cycle services for data centers, communication networks, and commercial and industrial environments in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.

Builders FirstSource

Market Cap: US$13.4b

Manufactures and supplies building materials, manufactured components, and construction services to professional homebuilders, sub-contractors, remodelers, and consumers in the United States.

Symbotic

Market Cap: US$12.2b

An automation technology company, develops technologies to enhance operating efficiencies in modern warehouses.

FTAI Aviation

Market Cap: US$9.8b

Owns, acquires, and sells aviation equipment for the transportation of goods and people worldwide.

Stanley Black & Decker

Market Cap: US$9.1b

Provides hand tools, power tools, outdoor products, and related accessories in the United States, Canada, Other Americas, Europe, and Asia.

Generac Holdings

Market Cap: US$6.7b

Designs, manufactures, and distributes energy technology products and solution worldwide.

Regal Rexnord

Market Cap: US$6.6b

Provides sustainable solutions for power, transmit, and control motion products in the North America, Asia, Europe, and internationally.

Fortune Brands Innovations

Market Cap: US$6.3b

Engages in the provision of home and security products for residential home repair, remodeling, new construction, and security applications in the United States and internationally.

Chart Industries

Market Cap: US$5.6b

Engages in the designing, engineering, and manufacturing of process technologies and equipment for the gas and liquid molecules in the United States and internationally.

Flowserve

Market Cap: US$5.6b

Designs, manufactures, distributes, and services industrial flow management equipment in the United States, Canada, Mexico, Europe, the Middle East, Africa, and the Asia Pacific.

WillScot Holdings

Market Cap: US$4.4b

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

Icahn Enterprises

Market Cap: US$4.4b

Through its subsidiaries engages in the investment, energy, automotive, food packaging, real estate, home fashion and pharma in the United States and internationally.

NuScale Power

Market Cap: US$4.3b

Provides small modular reactor technology solutions.

Archer Aviation

Market Cap: US$3.9b

Designs and develops aircraft and related technologies and services in the United States and internationally.

Herc Holdings

Market Cap: US$3.3b

Operates as an equipment rental supplier in the United States and internationally.

Enpro

Market Cap: US$3.1b

An industrial technology company, design, develops, manufactures, and markets proprietary, value-added products and solutions to safeguard critical environments in the United States, Europe, Asia Pacific, and internationally.

Sensata Technologies Holding

Market Cap: US$3.0b

Develops, manufactures, and sells sensors and sensor-rich solutions, electrical protection components and systems, and other products used in mission-critical systems and applications in the United States and internationally.

Resideo Technologies

Market Cap: US$2.3b

Develops, manufactures, sells, and distributes comfort, energy management, and safety and security solutions in the United States, Europe, and internationally.

Powell Industries

Market Cap: US$2.1b

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

Everus Construction Group

Market Cap: US$2.0b

Provides contracting services in the United States.

AAR

Market Cap: US$1.9b

Provides products and services to commercial aviation, government, and defense markets worldwide.

Standex International

Market Cap: US$1.7b

Together with subsidiaries, engages in the manufacture and sale of various products and services for commercial and industrial markets in the United States and internationally.

Gibraltar Industries

Market Cap: US$1.6b

Manufactures and provides products and services for the residential, renewable energy, agtech, and infrastructure markets in the United States and internationally.

Hillman Solutions

Market Cap: US$1.6b

Provides hardware-related products and related merchandising services in the United States, Canada, Mexico, Latin America, and the Caribbean.

Sunrun

Market Cap: US$1.5b

Designs, develops, installs, sells, owns, and maintains residential solar energy systems in the United States.

MasterBrand

Market Cap: US$1.5b

Engages in the manufacture and sale of residential cabinets in the United States and Canada.

Hillenbrand

Market Cap: US$1.5b

Operates as an industrial company in the United States and internationally.

Intuitive Machines

Market Cap: US$1.4b

Designs, manufactures, and operates space products and services in the United States.

Tennant

Market Cap: US$1.3b

Designs, manufactures, and markets floor cleaning equipment in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

Distribution Solutions Group

Market Cap: US$1.3b

A specialty distribution company, provides value-added distribution solutions to the maintenance, repair and operations (MRO), original equipment manufacturer, and industrial technology markets.

Enovix

Market Cap: US$1.1b

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

Eve Holding

Market Cap: US$1.1b

Develops urban air mobility solutions.

Tutor Perini

Market Cap: US$1.1b

A construction company, provides diversified general contracting, construction management, and design-build services to private customers and public agencies worldwide.

Blue Bird

Market Cap: US$1.1b

Designs, engineers, manufactures, and sells school buses in the United States, Canada, and internationally.

Xometry

Market Cap: US$1.1b

Operates an artificial intelligence (AI) powered online manufacturing marketplace in the United States and internationally.

Plug Power

Market Cap: US$971.7m

Develops hydrogen fuel cells product solutions in North America, Europe, Asia, and internationally.