U.S. Capital Goods Profitable Climbers

Modine Manufacturing

Market Cap: US$12.2b

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

Bloom Energy

Market Cap: US$77.1b

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

Axon Enterprise

Market Cap: US$50.2b

Provides public safety technology solutions in the United States and internationally.

Karman Holdings

Market Cap: US$7.5b

Through its subsidiary, engages in designing, testing, manufacturing, and sale of mission-critical systems in the United States.

Forgent Power Solutions

Market Cap: US$14.3b

Designs and manufactures electrical distribution equipment used in data centers, the power grid and energy-intensive industrial facilities.

Vicor

Market Cap: US$12.9b

Designs, develops, manufactures, and markets modular power components and power systems for converting electrical power for use in electrically powered devices in the United States, Europe, the Asia Pacific, and internationally.

Tigo Energy

Market Cap: US$157.1m

Provides solar and energy storage solutions worldwide.

FTAI Aviation

Market Cap: US$25.4b

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

Innio

Market Cap: US$27.7b

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

Vertiv Holdings Co

Market Cap: US$115.4b

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.

Gibraltar Industries

Market Cap: US$1.3b

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

Comfort Systems USA

Market Cap: US$61.2b

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

Legence

Market Cap: US$8.2b

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

EquipmentShare.com

Market Cap: US$4.8b

Provides integrated, full-service construction solutions across equipment rental, sales, and technology.

Dycom Industries

Market Cap: US$13.1b

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

Sterling Infrastructure

Market Cap: US$21.5b

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

VSE

Market Cap: US$6.5b

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

ZJK Industrial

Market Cap: US$125.4m

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.

CECO Environmental

Market Cap: US$4.8b

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.

Miller Industries

Market Cap: US$558.5m

Manufactures and sells towing and recovery equipment.

Flowserve

Market Cap: US$9.2b

Designs, manufactures, distributes, and services industrial flow management equipment in the United States, Canada, Mexico, Europe, the Middle East, Africa, and the Asia Pacific.

ESCO Technologies

Market Cap: US$8.6b

Provides engineered components and systems for aviation, navy, defense, and industrial customers.

Construction Partners

Market Cap: US$6.1b

A civil infrastructure company, constructs and maintains roadways in Alabama, Florida, Georgia, North Carolina, Oklahoma, South Carolina, Tennessee, and Texas.

nVent Electric

Market Cap: US$24.6b

Designs, manufactures, markets, installs, and services electrical connection and protection solutions in the America, Europe, the Middle East, India, Africa, the Asia Pacific, and internationally.

Kratos Defense & Security Solutions

Market Cap: US$10.4b

A technology company, provides technology, hardware, products, system, and software for the defense, national security, and commercial markets in the United States, other North America, the Asia Pacific, the Middle East, Europe, and Internationally.

Tutor Perini

Market Cap: US$4.0b

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.

TAT Technologies

Market Cap: US$618.0m

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

Boeing

Market Cap: US$178.5b

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$29.1b

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.

AAON

Market Cap: US$8.8b

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

Generac Holdings

Market Cap: US$14.9b

Designs, manufactures, and distributes energy technology products and solutions worldwide.

Bowman Consulting Group

Market Cap: US$502.2m

Provides engineering, technical consulting, and program management services in the United States.

Hexcel

Market Cap: US$7.5b

Develops, manufactures, and markets advanced lightweight composites technology.

AerSale

Market Cap: US$310.5m

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.

CNH Industrial

Market Cap: US$13.3b

An equipment company, engages in the develops, manufacture, and sale agricultural and construction equipment in North America, Europe, the Middle East, Africa, South America, and the Asia Pacific.