U.K. Capital Goods Top Stock Picks from Analysts

James Halstead

Market Cap: UK£677.3m

Manufactures and supplies flooring products for commercial and domestic uses in the United Kingdom, rest of Europe, Scandinavia, Australasia, Asia, and internationally.

Renew Holdings

Market Cap: UK£642.0m

Provides engineering services in the United Kingdom.

Ashtead Technology Holdings

Market Cap: UK£356.4m

Provides subsea equipment rental solutions for the offshore energy sector in Europe, the Americas, the Asia-Pacific, and the Middle East.

ITM Power

Market Cap: UK£283.7m

Designs and manufactures proton exchange membrane (PEM) electrolysers in the United Kingdom, Germany, Australia, rest of Europe, and the United States.

XP Power

Market Cap: UK£211.0m

An investment holding company, designs, manufactures, and sells power supply solutions in Europe, North America, and Asia.

Eurocell

Market Cap: UK£149.0m

Engages in manufacture, distribution, and recycling of windows, doors, and roofline polyvinyl chloride (PVC) building products in the United Kingdom and the Republic of Ireland.

Somero Enterprises

Market Cap: UK£131.8m

Designs, assembles, remanufactures, sells, and distributes concrete leveling, contouring, and placing equipment.

Mpac Group

Market Cap: UK£130.1m

Provides packaging and automation solutions to healthcare, clean energy, and food and beverage sectors worldwide.

Ceres Power Holdings

Market Cap: UK£125.3m

Engages in the development and commercialization of fuel cell and electrochemical technology in Europe, Asia, and North America.

Speedy Hire

Market Cap: UK£119.4m

Provides tools and equipment hire, and services to the construction, infrastructure, and industrial markets in the United Kingdom and Ireland.

Avation

Market Cap: UK£99.3m

Avation PLC, together with its subsidiaries, leases commercial passenger aircraft to airlines worldwide.

Trifast

Market Cap: UK£93.6m

Manufactures and distributes industrial fasteners and category C components in the United Kingdom, Ireland, Europe, North America, and Asia.

Severfield

Market Cap: UK£87.4m

A structural steelwork company, engages in the designing, manufacturing, fabrication, construction, and erection of steelwork activities in the United Kingdom, Republic of Ireland, Europe, and India.

AFC Energy

Market Cap: UK£80.7m

Engages in the development of fuel cell and fuel processing technology and equipment in the United Kingdom.

Lords Group Trading

Market Cap: UK£60.7m

Distributes building materials, plumbing, heating, and DIY goods to local tradesmen, developers, small and medium construction companies, and retail customers.

Invinity Energy Systems

Market Cap: UK£60.6m

Manufactures and sells vanadium flow batteries (VFB) for energy storage requirements of business, industry, and electrical networks.

Ilika

Market Cap: UK£57.2m

Engages in the design, production, and development of solid state batteries in the United Kingdom, Asia, Europe, and North America.

HSS Hire Group

Market Cap: UK£49.6m

Provides tool and equipment hire, and related services in the United Kingdom and the Republic of Ireland.

Dialight

Market Cap: UK£44.6m

Primarily develops, manufactures, and supplies LED lighting solutions for use in hazardous and industrial applications in North America, Europe, the Middle East, Africa, and internationally.

Hercules

Market Cap: UK£38.6m

Engages in general construction and civil engineering businesses in the United Kingdom.

Flowtech Fluidpower

Market Cap: UK£36.5m

Distributes engineering components and assemblies in the areas of fluid power industry in the United Kingdom, rest of Europe, internationally.

RC Fornax

Market Cap: UK£21.0m

Provides work-package solutions to the defense industry in the United Kingdom.

Clean Power Hydrogen

Market Cap: UK£16.9m

A green hydrogen technology and manufacturing company, engages in the development of hydrogen and oxygen production solutions.

Velocity Composites

Market Cap: UK£12.8m

Provides engineered composite material kits and related products to the aerospace industry in the United Kingdom, Europe, the United States, and internationally.

Pennant International Group

Market Cap: UK£12.3m

Provides integrated training and support software solutions, products, and services in the United Kingdom, rest of Europe, North America, and Asia-Pacific region.

Eneraqua Technologies

Market Cap: UK£9.6m

Provides turnkey solutions for water efficiency and decarbonization through district heating and ground source heat pump systems for commercial clients, and social housing and residential sectors.

Pod Point Group Holdings

Market Cap: UK£9.5m

Engages in the development and supply of equipment and systems for recharging electric vehicles (EV) in the United Kingdom and Spain.

Xeros Technology Group

Market Cap: UK£8.1m

Develops and commercializes polymer-based technologies in Europe, North America, and internationally.

LPA Group

Market Cap: UK£6.9m

Engages in the design, manufacture, and marketing of industrial electrical and electronic products in the United Kingdom, rest of Europe, and internationally.