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Industrial Names That Will Benefit from Rising CapEx in 2026

Investing.com Logo Investing.com By Chris Markoch
Industrial Names That Will Benefit from Rising CapEx in 2026

Industrial stocks are poised to extend their 2025 strength into 2026 due to sustained capital expenditure spending driven by infrastructure investments, energy transitions, and long-term government contracts. Three key companies highlighted are Emerson Electric (dividend growth story), Fluor Corp (energy and infrastructure focus), and Johnson Controls International (building modernization and AI cooling solutions).

Insights
EMR   positive

Blue-chip industrial with sticky embedded revenue, 68-year dividend growth history, forecasted 8% EPS growth for 2026, and potential for analyst price target increases following February earnings report.