Dec. 21 at 6:40 AM
Industrials Outlook 2026 | Truist Securities
• Truist favors select industrials into 2026 with exposure to power generation, grid expansion, and data centers
• Top picks:
$PH Parker Hannifin •
$AME AMETEK •
$CMI Cummins •
$DE Deere •
$MTZ MasTec
• Thesis: continued earnings growth despite mixed macro, driven by strong order backlogs and sustained energy-infrastructure investment