U.S. Capital Goods Potentially Undervalued Companies

QXO

Market Cap: US$8.7b

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

Hitachi Construction Machinery

Market Cap: US$906.5b

Manufactures and sells construction machineries worldwide.

Husqvarna

Market Cap: US$32.4b

Produces and sells outdoor power products, watering products, and lawn care power equipment.

Takuma

Market Cap: US$116.1b

Engages in the design, construction, and superintendence of various boilers, plant machineries, pollution prevention and environmental equipment plants, heating and cooling equipment, and feed water/drainage sanitation equipment and facilities in Japan.

CTF Services

Market Cap: US$29.8b

A conglomerate company with a diversified portfolio of businesses in toll roads, insurance, logistics, construction, and facilities management primarily in Hong Kong and the Mainland.

Kuo. de

Market Cap: US$22.8b

Manufactures and sells consumer products, plastics and chemical products, and transmissions and auto parts in Mexico, the United States, Spain, Belgium, and China.

RS Group

Market Cap: US$2.7b

Engages in the distribution of maintenance, repair, and operations products and service solutions in the United Kingdom, the United States, France, Mexico, Germany, Italy, Switzerland, and internationally.

Georg Fischer

Market Cap: US$5.3b

Engages in the provision of piping systems, and casting and machining solutions in Europe, the Americas, Asia, and internationally.

Julong Holding

Market Cap: US$89.0m

Provides intelligent integrated services and solutions to various infrastructure projects in China.

Carlisle Companies

Market Cap: US$16.5b

Operates as a manufacturer and supplier of building envelope products and solutions in the United States, Europe, North America, and internationally.

IHI

Market Cap: US$2.3t

Designs and builds engineering solutions in Japan and internationally.

Chart Industries

Market Cap: US$8.8b

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

Mitsui

Market Cap: US$9.8t

Operates as trading and investment company worldwide.

DIRTT Environmental Solutions

Market Cap: US$137.5m

Operates as an interior construction company in Canada.

GATX

Market Cap: US$6.1b

Together its subsidiaries, operates as railcar leasing company in the United States, Canada, Mexico, Europe, and India.

Hillenbrand

Market Cap: US$1.8b

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

Orion Energy Systems

Market Cap: US$24.0m

Researches, designs, develops, manufactures, markets, sells, installs, and implements energy management systems for commercial office and retail, area lighting, industrial applications, and government in North America and Germany.

Pioneer Power Solutions

Market Cap: US$44.0m

Pioneer Power Solutions, Inc., together with its subsidiaries, design, manufacture, integrate, refurbish, distribute, sell, and service electric power systems, distributed energy resources, power generation equipment, and mobile EV charging solutions.

China Yuchai International

Market Cap: US$1.2b

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

FTAI Aviation

Market Cap: US$15.9b

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

AIRO Group Holdings

Market Cap: US$707.2m

A multi-faceted advanced Aerospace and Defense company.

Ebara

Market Cap: US$1.4t

Manufactures and sells industrial machinery.

ITOCHU

Market Cap: US$11.8t

Trades and imports/exports various products worldwide.

Marubeni

Market Cap: US$5.6t

Marubeni Corporation purchases, distributes, and markets industrial and consumer goods.

Kubota

Market Cap: US$2.0t

Manufactures and sells agricultural and construction machinery in Japan, North America, Europe, Asia, and internationally.

Fuji Electric

Market Cap: US$1.4t

Develops power semiconductors and electronics solutions in Japan and internationally.

Keppel

Market Cap: US$15.8b

An investment holding company, engages in the infrastructure, real estate, and connectivity businesses in Singapore, China, Hong Kong, other Far East and ASEAN countries, and internationally.

Cadre Holdings

Market Cap: US$1.3b

Manufactures and distributes safety equipment and other related products that provides protection to users in hazardous or life-threatening situations in the United States and internationally.

UFP Industries

Market Cap: US$6.0b

Designs, manufactures, and supplies wood and non-wood composites, and other materials in the United States and internationally.

Gorman-Rupp

Market Cap: US$1.1b

Designs, manufactures, and sells pumps and pump systems in the United States and internationally.

Mitsubishi Electric

Market Cap: US$7.3t

Develops, manufactures, sells, and distributes electrical and electronic equipment in Japan, North America, rest of Asia, Europe, and internationally.

Weir Group

Market Cap: US$6.3b

Produces and sells highly engineered original equipment worldwide.

Wallbox

Market Cap: US$63.6m

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.

Jardine Matheson Holdings

Market Cap: US$17.7b

Operates in motor vehicles and related operations, property investment and development, food retailing, health and beauty, home furnishings, engineering and construction, and transport businesses in China, Southeast Asia, and internationally.

GMS

Market Cap: US$4.2b

Operates a network of distribution centers that offer wallboard, ceilings, steel framing, and complementary construction products in the United States and Canada.

KION GROUP

Market Cap: US$7.3b

Provides industrial trucks and supply chain solutions in Western and Eastern Europe, the Middle East, Africa, North America, Central and South America, China, and the rest of the Asia Pacific.