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Quarter-End Insights

Our Outlook for Industrials Stocks

Industrial activity remains slow and steady, giving companies a chance to navigate the environment.

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  • U.S. macro data is sending mixed signals as sentiment indicators remain high, but production and orders remain moderate. Companies have adjusted to the current growth environment and have largely delivered healthy profitability.
  • Domestic housing demand is above pre-recession levels, but rising interest rates (increasing the financed cost of homes) and labor shortages have held near-term production below the market's and our near-term expectations.

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Daniel Holland does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.