U.S. Capital Goods Undiscovered Gems With Strong Fundamentals

Butler National

Market Cap: US$107.7m

Designs, engineers, manufactures, sells, integrates, installs, repairs, modifies, overhauls, services, and distributes a portfolio of aerostructures, aircraft components, avionics, accessories, subassemblies, and systems.

Paul Mueller

Market Cap: US$357.9m

Provides manufactured equipment and components in the United States, North America, the Netherlands, Europe, and internationally.

Espey Mfg. & Electronics

Market Cap: US$138.5m

A power electronics design and original equipment manufacturing company, designs, manufactures, and tests electronic equipment primarily for use in military and industrial applications in the United States.

Crawford United

Market Cap: US$256.6m

Provides specialty industrial products in the United States, Canada, the United Kingdom, Puerto Rico, and internationally.

Innovative Solutions and Support

Market Cap: US$196.6m

A systems integrator, designs, develops, manufactures, sells, and services flight guidance, autothrottles, and cockpit display systems in the United States and internationally.

EVI Industries

Market Cap: US$347.6m

Through its subsidiaries, engages in the distribution, sale, rental, and lease of commercial and industrial laundry and dry-cleaning equipment.

Taylor Devices

Market Cap: US$148.9m

Designs, develops, manufactures, and markets shock absorption, rate control, and energy storage devices for use in machinery, equipment, and structures in the United States, Asia, and internationally.

Gibraltar Industries

Market Cap: US$1.8b

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

Insteel Industries

Market Cap: US$749.2m

Manufactures and markets steel wire reinforcing products for concrete construction applications.

Greenbrier Companies

Market Cap: US$1.4b

Designs, manufactures, and markets railroad freight car equipment in North America, Europe, and South America.

Global Industrial

Market Cap: US$1.4b

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

L.B. Foster

Market Cap: US$290.5m

Provides engineered and manufactured products and services for building and supporting infrastructure in the United States, Canada, the United Kingdom, and internationally.

China Yuchai International

Market Cap: US$1.5b

Manufactures, assembles, and sells diesel and natural gas engines for trucks, buses, pickups, construction and agricultural equipment, and marine and power generation applications.

Douglas Dynamics

Market Cap: US$752.1m

Operates as a manufacturer and upfitter of commercial work truck attachments and equipment in North America.

Karat Packaging

Market Cap: US$481.2m

Engages in the manufacture and distribution of single-use disposable products in plastic, paper, biopolymer-based, and other compostable forms used in various restaurant and foodservice settings.

TAT Technologies

Market Cap: US$473.6m

Provides solutions and services to the commercial and military aerospace and ground defense industries in the United States, Israel, and internationally.

NWPX Infrastructure

Market Cap: US$495.0m

Engages in the manufacture and sale of water-related infrastructure products in North America and Canada.