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

Gibraltar Industries

Market Cap: US$1.5b

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

HawkEye 360

Market Cap: US$2.5b

Operates as a space-enabled defense technology company in the United States.

Fluence Energy

Market Cap: US$2.3b

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.

Symbotic

Market Cap: US$24.3b

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

Bloom Energy

Market Cap: US$62.0b

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

Swarmer

Market Cap: US$392.0m

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

Boeing

Market Cap: US$184.0b

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

MasTec

Market Cap: US$21.3b

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.

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.

Array Technologies

Market Cap: US$819.3m

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

Comfort Systems USA

Market Cap: US$58.8b

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

Sterling Infrastructure

Market Cap: US$16.2b

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

Tutor Perini

Market Cap: US$5.2b

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.

AECOM

Market Cap: US$9.4b

Provides professional infrastructure consulting services for governments, businesses, and organizations internationally.

Rocket Lab

Market Cap: US$47.9b

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

VSE

Market Cap: US$6.2b

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

Legence

Market Cap: US$6.9b

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

CECO Environmental

Market Cap: US$4.1b

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.

Innio

Market Cap: US$20.3b

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

Modine Manufacturing

Market Cap: US$10.1b

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

Xometry

Market Cap: US$5.2b

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

Owens Corning

Market Cap: US$12.2b

Provides residential and commercial building products in the United States, Europe, the Asia Pacific, and internationally.

Power Solutions International

Market Cap: US$991.8m

Designs, engineers, manufactures, markets, and sells engines and power systems in the United States, the rest of North America, the Pacific Rim, Europe, and internationally.

Capstone Energy+

Market Cap: US$237.0m

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

Nephros

Market Cap: US$47.6m

A commercial-stage company, develops and sells water filtration solutions for medical and commercial applications in the United States.