U.S. Capital Goods Undervalued based on future growth

Gibraltar Industries

Market Cap: US$1.2b

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

Apogee Enterprises

Market Cap: US$777.8m

Provides architectural products and services for enclosing buildings, and glass and acrylic products used for preservation, protection, and enhanced viewing in the United States, Canada, and Brazil.

Park-Ohio Holdings

Market Cap: US$363.9m

Provides supply chain management outsourcing services, capital equipment, and manufactured components in the United States, Europe, Asia, Mexico, Canada, and internationally.

Luxfer Holdings

Market Cap: US$350.1m

Develops and manufactures high-performance materials, components, and high-pressure gas containment devices.

AerSale

Market Cap: US$311.3m

Provides aftermarket commercial aircraft, engines, and its parts to passenger and cargo airlines, leasing companies, original equipment manufacturers, government and defense contractors, and maintenance, repair, and overhaul service providers worldwide.

FreightCar America

Market Cap: US$170.1m

Through its subsidiaries, designs, manufactures, and sells railcars and railcar components for the transportation of bulk commodities and containerized freight products in the United States and Mexico.

SunPower

Market Cap: US$133.9m

Engages in the provision of solar system sales and installation in the United States.

ZJK Industrial

Market Cap: US$119.0m

Through its subsidiaries, manufactures and sells precision fasteners, structural parts, and other precision metal parts products in the People’s Republic of China, Taiwan, Singapore, the United States, and internationally.