3 U.S. Manufacturing Stocks Linked To Data Centers And Reshoring

Simply Wall St.07-31 11:22

China’s latest manufacturing data has sent a clear signal. The official PMI slipped to 49.2 in July, which points to weaker factory activity, softer exports to the U.S., and pressure on retail sales ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2655336016?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/3041000-choice1-main-header/1585186744280","is_english":true,"pubTime":"2026-07-31 11:22","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2655336016","market":"sg","top_or_hot":-1,"title":"3 U.S. Manufacturing Stocks Linked To Data Centers And Reshoring","media":"Simply Wall St.","content":"<div>\n<p>China’s latest manufacturing data has sent a clear signal. The official PMI slipped to 49.2 in July, which points to weaker factory activity, softer exports to the U.S., and pressure on retail sales ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/capital-goods/nyse-fix/comfort-systems-usa/news/3-us-manufacturing-stocks-linked-to-data-centers-and-reshori\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 U.S. Manufacturing Stocks Linked To Data Centers And Reshoring</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 U.S. Manufacturing Stocks Linked To Data Centers And Reshoring\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-31 11:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/capital-goods/nyse-fix/comfort-systems-usa/news/3-us-manufacturing-stocks-linked-to-data-centers-and-reshori><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>China’s latest manufacturing data has sent a clear signal. The official PMI slipped to 49.2 in July, which points to weaker factory activity, softer exports to the U.S., and pressure on retail sales ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/capital-goods/nyse-fix/comfort-systems-usa/news/3-us-manufacturing-stocks-linked-to-data-centers-and-reshori\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4124","symbol_name":"机动车零配件与设备","start_time":0,"source_url":"https://simplywall.st/stocks/us/capital-goods/nyse-fix/comfort-systems-usa/news/3-us-manufacturing-stocks-linked-to-data-centers-and-reshori","article_id":"2655336016","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/3041000-choice1-main-header/1585186744280"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/capital-goods/nyse-fix/comfort-systems-usa/news/3-us-manufacturing-stocks-linked-to-data-centers-and-reshori","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2655336016","pubTimestamp":1785468138,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"China’s latest manufacturing data has sent a clear signal. The official PMI slipped to 49.2 in July, which points to weaker factory activity, softer exports to the U.S., and pressure on retail sales and jobs. At the same time, Chinese policymakers are talking up extra fiscal support and pro growth measures. For U.S. investors, this mix of softer demand abroad and potential policy support at home and overseas can change how industrial and manufacturing stocks are priced. This article looks at...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4124":"机动车零配件与设备","AIRR":"First Trust RBA American Industrial Renaissance ETF","HVAC":"Advisorshares Hvac And Industrials ETF","LYY.SI":"中云集团","EES":"WisdomTree U.S. SmallCap Fund","BK4129":"建筑与工程","DTCR":"Global X Data Center & Digital Infrastructure ETF","THRM":"Gentherm Inc","LU0963586101.USD":"ALLIANZ GLOBAL SMALL CAP EQUITY \"AT\" ACC","LU0054578231.USD":"BGF SYSTEMATIC SUSTAINABLE GLOBAL SMALLCAP \"A2\" (USD) ACC","BLOK":"Amplify Transformational Data Sharing ETF","BK6051":"信息科技咨询与其它服务","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)","FIX":"美国舒适系统","BK4567":"ESG概念","DAN":"达纳"},"translate_title":"3 只与数据中心和回流相关的美国制造业股票","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AIRR":0.6,"DAN":1,"LYY.SI":1.5,"FIX":1,"EES":0.62,"BLOK":1.5,"DTCR":1.5,"THRM":1,"HVAC":0.6},"content_text":"China’s latest manufacturing data has sent a clear signal. The official PMI slipped to 49.2 in July, which points to weaker factory activity, softer exports to the U.S., and pressure on retail sales and jobs. At the same time, Chinese policymakers are talking up extra fiscal support and pro growth measures. For U.S. investors, this mix of softer demand abroad and potential policy support at home and overseas can change how industrial and manufacturing stocks are priced. This article looks at 3 U.S. industrial and manufacturing stocks from our screener that are closely tied to this news backdrop. AdvertisementComfort Systems USA (FIX) Overview: Comfort Systems USA is a Houston based contractor that designs, installs, and services heating, cooling, electrical, plumbing, and fire protection systems for commercial, industrial, and institutional buildings across the U.S., with a growing focus on complex projects such as data centers and healthcare facilities. Operations: Comfort Systems USA generates about US$8.0b from Mechanical Services and US$3.2b from Electrical Services, with all reported revenue of roughly US$11.2b coming from the United States. Market Cap: US$53.4b Comfort Systems USA provides direct exposure to the build out of AI ready data centers and other high specification facilities. A reported record US$14.1b backlog supports revenue visibility into 2027, alongside strong recent earnings momentum. The push for onshoring, resilient U.S. infrastructure, and modular construction aligns with its capabilities in complex mechanical and electrical work, while growing recurring service revenue can help smooth cycles. At the same time, heavy reliance on large technology projects, tight skilled labor markets, and higher leverage introduce execution risk if demand slows or costs rise. The combination of rapid growth, high returns on equity, and these pressure points makes FIX a stock worth watching closely as conditions in manufacturing and construction continue to evolve. Comfort Systems USA’s surge into AI ready data centers and complex projects has many investors focused on growth, rather than the full risk reward picture. Get the 4 key rewards and 1 important warning sign NYSE:FIX Earnings & Revenue Growth as at Jul 2026 Dana (DAN) Overview: Dana Incorporated is a Maumee, Ohio based supplier of powertrain, driveline, and energy management components for light and commercial vehicles, including axles, driveshafts, transmissions, electric drive systems, and thermal and sealing products used across internal combustion, hybrid, and electric platforms worldwide. Operations: Dana generates about US$5.4b from its Light Vehicle segment and US$2.4b from Commercial Vehicle products, partly offset by roughly US$0.2b of inter segment eliminations. Market Cap: US$2.9b Dana provides exposure to U.S. and global manufacturing as automakers refresh trucks and off highway fleets for electrification and tighter efficiency standards. At the same time, China’s weaker export momentum increases the appeal of diversified North American suppliers. Analysts report expectations for strong earnings and revenue growth and see the stock trading well below their fair value estimates and price targets. However, the company is still reporting losses and carries funding and execution risks as it integrates the Eaton Mobility deal and pursues cost savings. For investors who can handle volatility, the mix of forecast profit improvement, electrification programs, and discounted valuation could make Dana a stock that merits closer consideration in the context of today’s supply chain realignment. Dana’s electrification story and reported valuation gap are only part of what investors are talking about. See how the analyst forecasts for Dana stack up against funding needs and what the market might be missing. NYSE:DAN Earnings & Revenue Growth as at Jul 2026 Gentherm (THRM) Overview: Gentherm develops thermal management and comfort systems such as heated and climate controlled car seats, steering wheels, and patient temperature management devices used in hospitals. Its products are used in high volume vehicle platforms and medical settings, aiming to make passengers and patients more comfortable while improving efficiency for manufacturers and healthcare providers. Operations: Gentherm generates about US$1.53b from its Automotive segment and roughly US$49.4m from its Medical segment. Market Cap: US$1.32b Gentherm provides targeted exposure to higher value content in vehicles at a time when automakers are adding features that consumers can feel and are willing to pay for, from massage and climate seats to advanced battery and valve systems. The company’s profile reflects a mix of potential earnings growth drivers, including record automotive awards, expanding medical products, and possible benefits from shifts in global manufacturing and sourcing patterns. At the same time, margins are still thin, returns on equity are low, funding relies on external borrowing, and growth in Asia and newer markets is not yet proven. The balance of these growth opportunities, valuation signals, and execution risks is a key part of the current investment narrative around Gentherm. Gentherm’s thin margins and low returns might be masking a bigger story around higher value content in cars and hospitals. See how the analyst forecasts for Gentherm could reshape that profile and what one weak spot might still be holding it back. NasdaqGS:THRM Earnings & Revenue Growth as at Jul 2026 The three U.S. industrial and manufacturing stocks in this article are only a starting point. Our full screen uncovers 19 more companies that have equally compelling stories running through the U.S. Industrial and Manufacturing Stocks screener U.S. Industrial and Manufacturing Stocks screener. Use Simply Wall St to identify and analyze the specific catalysts and narratives that matter most to you so you can focus on the highest conviction ideas in this theme. Take Control of Your Investment Journey  If Dana or any of these companies sound like a great opportunity, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value the ideal entry point.\n            Once you've made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates.\n            Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives.\n            By uncovering hidden catalysts and risks early, you'll accelerate your decision-making and stay one step ahead of the market.\n         Seeking Alternatives Beyond These Stocks Fresh ideas do not stay quiet for long. By the time momentum is obvious, the ideal entry point can be gone. Scan these under the radar lists now and consider your options carefully.  Identify companies with solid balance sheets before the crowd starts focusing on quality. Scan the curated list of solid balance sheet and fundamentals (46 results) and see which stocks still appear under the radar for now. Explore early trends in autonomous systems and factory automation. Track opportunities inside the focused 34 robotics and automation stocks while sentiment is still developing. Evaluate potential AI infrastructure capacity constraints. Review the hand picked 56 AI infrastructure stocks while prices are still adjusting and before momentum becomes more established.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n        and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n        financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n        Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n        Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"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,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.46.0","shortVersion":"4.46.0","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/2655336016","isCrawlerRequest":true}