U.S. Capital Goods Undervalued based on future growth

Owens Corning

Market Cap: US$12.3b

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

Air Lease

Market Cap: US$5.1b

An aircraft leasing company, engages in the purchase and leasing of commercial jet aircraft to airlines in the Asia Pacific, Europe, the Middle east, Africa, Mexico, Central America, South America, the United States, and Canada.

Granite Construction

Market Cap: US$3.5b

Operates as an infrastructure contractor in the United States.

Herc Holdings

Market Cap: US$3.2b

Operates as an equipment rental supplier in the United States and internationally.

REV Group

Market Cap: US$1.7b

Designs, manufactures, and distributes specialty vehicles, and related aftermarket parts and services in North America and internationally.

Quanex Building Products

Market Cap: US$779.8m

Provides components for the fenestration industry in the United States, Europe, Canada, Asia, and internationally.

Ameresco

Market Cap: US$529.2m

Provides energy solutions in the United States, Canada, and Europe.

LSI Industries

Market Cap: US$425.1m

Manufactures and distributes commercial lighting, graphics, and display solutions across strategic vertical markets.

Columbus McKinnon

Market Cap: US$422.6m

Designs, manufactures, and markets motion solutions for moving, lifting, positioning, and securing materials worldwide.

Concrete Pumping Holdings

Market Cap: US$326.8m

Provides concrete pumping and waste management services in the United States and the United Kingdom.

Luxfer Holdings

Market Cap: US$269.3m

Provides high-performance materials, components, and high-pressure gas containment devices for defense, first response and healthcare, transportation, and general industrial applications.

Park-Ohio Holdings

Market Cap: US$265.6m

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

Twin Disc

Market Cap: US$96.8m

Engages in the design, manufacture, and sale of marine and heavy duty off-highway power transmission equipment in the United States, the Netherlands, China, Australia, Italy, and internationally.

CBAK Energy Technology

Market Cap: US$66.6m

CBAK Energy Technology, Inc., together with its subsidiaries, manufacture, commercialization, and distribution of standard and customized lithium and sodium batteries in Mainland China, Europe, and internationally.

Broadwind

Market Cap: US$34.1m

Manufactures and sells structures, equipment, and components for clean technology and other specialized applications in the United States.