U.S. Capital Goods Undervalued Stocks Based On Cash Flows

VSE

Market Cap: US$5.4b

Engages in providing aviation aftermarket parts distribution and maintenance, repair, and overhaul services for air transportation assets for commercial and government markets.

Tutor Perini

Market Cap: US$4.4b

A construction company, provides diversified general contracting, construction management, and design-build services to private customers and public agencies in the United States and internationally.

Symbotic

Market Cap: US$25.9b

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

MasTec

Market Cap: US$25.7b

An infrastructure engineering and construction company, provides engineering, building, installation, maintenance, and upgrade services for communications, energy, utility, and other infrastructure primarily in the United States and Canada.

Swarmer

Market Cap: US$413.6m

Develops autonomous drone swarm software and artificial intelligence solutions in the United States.

Bloom Energy

Market Cap: US$61.0b

Designs, manufactures, sells, and installs solid oxide fuel cell systems for on-site power generation in the United States and internationally.

Carrier Global

Market Cap: US$50.6b

Provides intelligent climate and energy solutions in the United States, Europe, the Asia Pacific, and internationally.

Boeing

Market Cap: US$174.6b

Designs, develops, manufactures, sells, services, and supports commercial jetliners, military aircraft, satellites, missile defense, human space flight and launch systems, and services worldwide.

CECO Environmental

Market Cap: US$3.8b

Provides critical solutions in industrial air quality, industrial water treatment, and energy transition solutions in the United States, the United Kingdom, the Netherlands, China, and internationally.

RADA Electronic Industries

Market Cap: US$490.9m

RADA Electronic Industries Ltd., a defense technology company, develops, manufactures, markets, and sells defense electronics to various air forces and companies worldwide.

Innio

Market Cap: US$18.3b

Through its subsidiaries, provides power generation equipment and services under the Jenbacher and Waukesha brands.

Comfort Systems USA

Market Cap: US$59.7b

Provides mechanical and electrical installation, renovation, maintenance, repair, and replacement services for the mechanical and electrical services industry in the United States.

LSI Industries

Market Cap: US$826.0m

Manufactures, markets, and sells non-residential lighting and retail display solutions in the United States.

Vertiv Holdings Co

Market Cap: US$87.6b

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.

Legence

Market Cap: US$6.8b

Provides engineering, installation, and maintenance services for mission-critical systems in buildings in the United States.

Array Technologies

Market Cap: US$781.4m

Engages in the manufacture and sale of solar tracking technology products in the United States, Spain, Brazil, Australia, and internationally.

AeroVironment

Market Cap: US$7.4b

A defense technology provider, designs, develops, produces, delivers, and supports a portfolio of robotic systems and related services for government agencies and businesses in the United States and internationally.

Xometry

Market Cap: US$4.8b

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

Sterling Infrastructure

Market Cap: US$17.8b

Engages in the provision of e-infrastructure, transportation, and building solutions in the United States.

AAON

Market Cap: US$7.2b

Engages in engineering, manufacturing, marketing, and selling air conditioning and heating equipment in the United States and Canada.

Rocket Lab

Market Cap: US$38.7b

A space company, provides launch services and space systems solutions in the United States, Canada, Japan, and internationally.

Modine Manufacturing

Market Cap: US$10.3b

Designs, engineers, tests, manufactures, and sells mission-critical thermal solutions in the United States, Canada, Italy, Hungary, the United Kingdom, China, and internationally.

TAT Technologies

Market Cap: US$529.6m

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

Fluence Energy

Market Cap: US$2.5b

Through its subsidiaries, provides energy storage and optimization software for renewables and storage applications in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.

Capstone Energy+

Market Cap: US$254.5m

Provides customized microgrid solutions, on-site resilient energy-as-a-service (EaaS) solutions, and on-site energy technology systems.

Nextpower

Market Cap: US$14.7b

Provides solar and energy technology solutions for utility-scale power plants in the United States and internationally.

Dycom Industries

Market Cap: US$12.0b

Provides specialty contracting services to the digital infrastructure, telecommunications infrastructure, and utility industries in the United States.