The strategists of the Swiss bank detailed their 11 shares of companies in the industrial sector with more growth potential.
A less visible part of Wall Street is going through a great moment: industrial actions. According to UBSthe sector was one of the most solid of the year, with a rise of 15.2%exceeding 12% of S&P 500. The bank highlighted 11 companies with purchase potential, according to differentiated data and estimates that exceed the market consensus. These acc
UBS’s favorite shares and companies
Among the favorites is Woodward (wwd)with a advance of 42% in 2025. UBS foresees expansion of margins, duplication of cash flow and estimates higher than consensus around 2026. Another bet is Alaska Air Group (ALK)despite falling 9% in the year, the bank sees opportunities in the expansion of premium seats, loyalty and recovery of corporate demand.
Meanwhile, CSX (CSX) It rose 1.5% and, according to UBS, the completion of projects will reduce costs in 2026, improving growth capacity. Even more outstanding is TE Connectivity (Tel)with a rise of 49% thanks to its strong exposure to the growth of artificial intelligence.
The company listing star is Comfort Systems (Fix)which advanced 80% driven by demand in data and manufacturing centers, together with the shortage of qualified professionals in the US. Likewise, Dupont (DD) barely rose 0.7%, but UBS expects its restructuring and strategic turn to boost the action towards the end of the year.
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A diversified portfolio
On the other hand, Johnson Controls (JCI) won 36% and analysts project 60% growth in three -year profits, while Advanced Drainage Systems (WMS)with a 22%rise, it would benefit from conversion to thermoplastic materials under construction.
Quanta Services (PWR)which rose 19%, is well positioned by spending on electrical networks and renewable energy, with a growth of projected utilities of 13% annual in the long term. For its part, Sealed Air (See)almost stable in the year, it could recover with an improvement of volumes from 2026. Finally, Zebra Technologies (Zbra) It fell 18%, but UBS considers that the correction opens an opportunity, with expected rise reviews by 2026.
Together, the Swiss bank maintains that this group of shares of industrial companies presents Attractive catalysts in margins, efficiency, technological innovation and sector resiliencewhich makes them key bets within a segment that, although less glamorous, is surpassing the market in 2025.
Source: Ambito
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