How Trump's policies could lead to a resurgence of industrial stocks: Top picks for 2025

Yahoo Finance12-08

The industrial sector is gaining confidence heading into 2025 after months of contraction, according to top business leaders and industry analysts. “Cautious optimism is where we’re at today,” Goldman...

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It'll inflect at some point in 2025.”Recent data from the Institute for Supply Management  reveals the industry has been in contraction for the past eight consecutive months and 24 of the past 25 months.The cautious optimism stems from several factors, including President-elect Donald Trump’s agenda. Trump’s economic policies include strategies widely supported by the business community, such as deregulation, infrastructure investment, and tax cuts.“If you can get a very high multiple and therefore a lot","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","UPS":"联合包裹","BK4131":"航空货运与物流","LU0106831901.USD":"贝莱德世界金融基金A2","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","MMM":"3M","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","HON":"霍尼韦尔","UNP":"联合太平洋","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","BK4127":"投资银行业与经纪业","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","PL":"Planet  Labs Pbc","BK4206":"工业集团企业","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU0149725797.USD":"汇丰美国股市经济规模基金","BA":"波音","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","WWD":"伍德沃德","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU1861214812.USD":"Blackrock Future of Transport A2 USD","IE00BD4GTV84.USD":"LEGG MASON CLEARBRIDGEINFRASTRUCTURE VALUE \"A\" (USDHDG) ACC","HEI":"海科航空","GE":"GE航空航天","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","ETN":"伊顿","LU0061474960.USD":"天利环球焦点基金AU Acc","BK4566":"资本集团","BK4580":"工业 4.0","PH":"汉尼汾","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","IE00BMG7P926.USD":"Legg Mason ClearBridge - Global Infrastructure Income A Acc USD","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4504":"桥水持仓","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC"},"translate_title":"特朗普的政策如何导致工业股复苏：2025年首选","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"WWD":1,"BA":1,"HON":1,"GE":1,"ETN":1,"MMM":1,"PH":1,"UNP":1,"UPS":1,"PL":0.9,"HEI":0.9},"content_text":"The industrial sector is gaining confidence heading into 2025 after months of contraction, according to top business leaders and industry analysts.\n“Cautious optimism is where we’re at today,” Goldman Sachs analyst Joe Ritchie told me at the Goldman Sachs Industrial and Materials conference this past week. “Several companies are expecting better growth in 2025 … It’s only a matter of time before it happens. It'll inflect at some point in 2025.”\nRecent data from the Institute for Supply Management (ISM) reveals the industry has been in contraction for the past eight consecutive months and 24 of the past 25 months.\nThe prolonged slump has weighed on the sector's stocks. Since the start of the year, the industry’s largest companies have posted mixed performance, with stocks like GE Aerospace (GE) and Eaton Corporation (ETN) among the top performers, while UPS (UPS) and Union Pacific (UNP) have declined year to date.\n\nThe cautious optimism stems from several factors, including President-elect Donald Trump’s agenda. Trump’s economic policies include strategies widely supported by the business community, such as deregulation, infrastructure investment, and tax cuts.\nHEICO co-president Eric Mendelson told me he sees Trump’s policies boosting investor confidence in the economy, creating a “very positive environment” for the industrial sector.\nIndustry executives are also largely encouraged about Elon Musk’s influence on the incoming administration. Robert Cardillo, chairman of the board at Planet Federal and chief strategist of Planet Labs, told me at the conference that Musk’s impact will likely be “good news” for the sector.\nPlanet Labs (PL) shares, along with the broader space industry, have soared since Election Day. The stock is up nearly 80% in the past month as investors bet the incoming administration will be supportive of the sector. \nLooking ahead to 2025, Ritchie makes the case that companies that have streamlined operations and refocused their portfolios are best positioned for growth. His top pick in the sector is Parker-Hannifin (PH), citing the company’s decade-long transformation initiative.\n“It’s a great company and very well run … About two-thirds of the business is tied to industrial activity, and about one-third of the business is tied to aerospace and defense. They've been able to perform incredibly well even at a time when the industrial markets haven't been a tailwind for them,” Richie said.\nHe also said well-known names like Honeywell (HON) and 3M (MMM) are taking the right steps to become more focused and “transform the margins on the business.”\nAnd that’s a strategy that could help Boeing’s (BA) turnaround efforts, according to Goldman’s Noah Poponak.\nPoponak, who has a Buy rating on the stock, told me Boeing CEO Kelly Ortberg’s potential plans to divest non-core assets, which could include parts of its defense unit and services business, is a strategy that may make sense.\n“If you can get a very high multiple and therefore a lot of cash and even further pay down the debt load that they have, that could potentially mathematically be a good idea,” Poponak said.\nBoeing is the worst-performing Dow component and the industry’s biggest decliner so far this year, dropping 41% year to date.\nPoponak’s top pick in the sector is industrial and aerospace equipment maker Woodward (WWD), a stock that’s climbed more than 30% since the start of the year. He’s confident in the company’s pricing power and high margins.\n“There's pricing power that's really consistent over time because the products are hard to make … very high barriers to entry and high moats,” he explained. “Long-term secular growth, recurring revenues, and high margins makes a very good business.”\n\n\n\n\nSeana Smith is an anchor at Yahoo Finance. Follow Smith on Twitter @SeanaNSmith. Tips on deals, mergers, activist situations, or anything else? Email seanasmith@yahooinc.com.\nClick here for in-depth analysis of the latest stock market news and events moving stock prices\nRead the latest financial and business news from Yahoo Finance","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2489732664"}