<div id="readability-page-1"><div><p>Global capital is flowing toward US factories, energy systems, and data infrastructure, as foreign investment in the US reaches US$232b in 2025 and reshoring gathers pace. For investors, that mix of policy support, new capacity, and higher planning risk can create both opportunity and potential pitfalls across manufacturing, infrastructure, and technology focused supply chains. This article looks at how those forces intersect with our US Manufacturing and Industrial Reshoring screener and highlights 3 stocks that appear positively exposed to the current trend. It is designed to help you decide whether they might deserve a closer look or a place on your watchlist.</p> <h2>Comfort Systems USA (FIX)</h2> <p><strong>Overview:</strong> Comfort Systems USA provides mechanical and electrical services across US commercial, industrial, and institutional buildings, handling heating and cooling, plumbing, electrical work, fire protection, and ongoing maintenance from initial design through long term operation.</p> <p><strong>Operations:</strong> Comfort Systems USA generates about US$7.3b from Mechanical Services and US$2.8b from Electrical Services, with all of its roughly US$10.1b of revenue coming from customers in the United States.</p> <p><strong>Market Cap:</strong> US$63.0b</p> <p>Investors looking at the reshoring theme may view Comfort Systems USA as directly exposed to US manufacturing buildouts, AI heavy data centers, and other complex industrial projects that rely on its mechanical and electrical expertise. A record backlog of US$8.1b and a growing mix of modular construction and recurring service work provide revenue visibility and cash flow support, while recent earnings and margin trends have drawn increased analyst attention. At the same time, reliance on technology led projects, tight skilled labor markets, tariff related cost pressure, elevated P/E multiples, and recent insider selling highlight execution and valuation risks that readers should understand before deciding what the company is worth to them.</p> <p>Comfort Systems USA’s record backlog and higher value projects suggest there may be more under the surface than headline earnings and multiples reveal. The full picture only comes into focus in the 4 key rewards and 1 important warning sign 4 key rewards and 1 important warning sign</p> <figure><img height="476" src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/53688e78-b205-4ace-8db4-4ad27d1365eb/chart/earnings-and-revenue-growth/query-ZGF0ZT0yMDI2LTA3LTA4?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="746" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/53688e78-b205-4ace-8db4-4ad27d1365eb/chart/earnings-and-revenue-growth/query-ZGF0ZT0yMDI2LTA3LTA4"/><figcaption>NYSE:FIX Earnings &amp; Revenue Growth as at Jul 2026</figcaption></figure> <h2>Fabrinet (FN)</h2> <p><strong>Overview:</strong> Fabrinet is a contract manufacturer that builds high speed optical and electronic components for data centers, telecom networks, industrial lasers, automotive systems, and medical devices, handling everything from design support and circuit board assembly to final testing for large equipment makers worldwide.</p> <p><strong>Operations:</strong> Fabrinet generates about US$4.2b of revenue primarily from Optical Networking Equipment for original equipment manufacturers across North America, the Asia Pacific, and Europe, with the U.S. and Israel among its largest end markets.</p> <p><strong>Market Cap:</strong> US$17.9b</p> <p>Fabrinet sits at the intersection of US reshoring, AI driven data center buildouts, and the global upgrade to faster optical networks, supplying 800G and 1.6T transceivers and other components that large customers are racing to secure. Recent results show strong revenue and earnings, supported by long term capacity expansions such as the new 2 million square foot Building 10. Management describes this as a relatively low risk way to be ready for higher demand. At the same time, heavy exposure to a few major customers, significant capital spending, supply chain constraints, and a richer P/E multiple mean the story is not one sided. Readers may want to weigh how those trade offs align with their own expectations for Fabrinet.</p> <p>Fabrinet’s accelerating role in AI heavy data centers and optical networks looks powerful, but the real story is how expectations align with analyst forecasts for Fabrinet analyst forecasts for Fabrinet</p> <figure><img height="476" src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/9b796b13-64f0-46e8-b0ad-6cfcfb74e61e/chart/earnings-and-revenue-growth/query-ZGF0ZT0yMDI2LTA3LTA4?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="746" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/9b796b13-64f0-46e8-b0ad-6cfcfb74e61e/chart/earnings-and-revenue-growth/query-ZGF0ZT0yMDI2LTA3LTA4"/><figcaption>NYSE:FN Earnings &amp; Revenue Growth as at Jul 2026</figcaption></figure> <h2>Kulicke and Soffa Industries (KLIC)</h2> <p><strong>Overview:</strong> Kulicke and Soffa Industries supplies the capital equipment and consumables used to assemble semiconductor devices, from integrated circuits and power chips to LEDs and sensors, selling bonding tools, thermocompression systems, advanced display and die attach platforms, and aftermarket spares and services. Its customers include chipmakers, outsourced assembly and test providers, foundries, and automotive electronics suppliers across the United States and Asia.</p> <p><strong>Operations:</strong> Kulicke and Soffa Industries generates around US$437.5m from Ball Bonding Equipment, US$166.7m from Aftermarket Products &amp; Services, US$76.4m from Wedge Bonding Equipment, US$68.6m from Advanced Solutions, and US$19.0m from All Others.</p> <p><strong>Market Cap:</strong> US$6.3b</p> <p>Kulicke and Soffa Industries gives investors direct exposure to the equipment that will be needed if new US chip fabs and AI heavy electronics projects keep scaling, with recent earnings showing revenue of US$242.6m in Q2 2026 and a move from a net loss last year to net income of US$35.2m. The company is focusing on higher value areas such as thermocompression for high bandwidth memory and power semiconductor tools for EVs. However, this is associated with lumpier order patterns, a very high P/E, and insider selling after strong share price gains. If you are weighing whether today’s AI activity and reshoring trends justify that premium, the real question is what might be missing from the headline growth story.</p> <p>Kulicke and Soffa Industries is pivoting toward high bandwidth memory and EV power chips, yet its very high P/E and insider selling hint there is more behind the headline growth than meets the eye in the 2 key rewards and 2 important warning signs 2 key rewards and 2 important warning signs</p> <figure><img height="476" src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/c3c17f38-3102-4471-837f-9dca9f4dc164/chart/pe-multiple-vs-industry/query-ZGF0ZT0yMDI2LTA3LTA4?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="746" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/c3c17f38-3102-4471-837f-9dca9f4dc164/chart/pe-multiple-vs-industry/query-ZGF0ZT0yMDI2LTA3LTA4"/><figcaption>NasdaqGS:KLIC P/E Ratio as at Jul 2026</figcaption></figure> <p>The three stocks in this article are just a starting point, as the full US Manufacturing and Industrial Reshoring screener on Simply Wall St surfaces 34 more companies with equally compelling narratives through the US Manufacturing and Industrial Reshoring screener. Use the Simply Wall St tools to identify, analyze, and filter for the specific catalysts and reshoring driven narratives that matter to you, so you can focus on the highest conviction opportunities in this theme.</p> <h2>Take Control of Your Investment Journey</h2> <p> If Fabrinet or any of these companies sound like a great opportunity, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value the ideal entry point.             Once you've made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates.             Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives.             By uncovering hidden catalysts and risks early, you'll accelerate your decision-making and stay one step ahead of the market.         </p> <h2>Seeking Alternatives Before Momentum Flies Past?</h2> <p>Fresh stock ideas can move from quiet to breakout quickly. Once momentum is flying, ideal entry points can become harder to find. Scan these under the radar picks and consider your options.</p> <ul> <li>Look for fast moving opportunities in beaten down smaller stocks by scanning the 20 elite penny stocks with strong financials that currently screen well on financial strength.</li> <li>Track companies supporting AI behind the scenes, not just headline giants, by reviewing the curated 52 AI infrastructure stocks list that includes businesses involved in data centers and computing demand while they may still be under the radar.</li> <li>Develop your income ideas with companies that seek to maintain payouts by assessing the hand picked 9 dividend fortresses before potential yield changes and wider market attention.</li> </ul> <p><em> This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data         and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your         financial situation. We aim to bring you long-term focused analysis driven by fundamental data.         Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.         Simply Wall St has no position in any stocks mentioned.</em></p><div><h3><strong>New: </strong>AI Stock Screener &amp; Alerts</h3><p>Our new AI Stock Screener scans the market every day to uncover opportunities.</p><div><p>• Dividend Powerhouses (3%+ Yield)<br/>• Undervalued Small Caps with Insider Buying<br/>• High growth Tech and AI Companies</p><p>Or build your own from over 50 metrics.</p></div><p>Explore Now for Free</p></div></div></div>

KLIC

<p>The article highlights three stocks benefiting from the US reshoring boom: Comfort Systems USA (FIX), Fabrinet (FN), and Kulicke and Soffa (KLIC). FIX provides mechanical and electrical services for industrial buildouts, backed by a record backlog. FN manufactures optical components for AI data centers, leveraging capacity expansions. KLIC supplies semiconductor assembly equipment, capitalizing on new chip fabs. While these companies offer exposure to manufacturing and tech infrastructure trends, investors are cautioned about risks including valuation multiples, labor constraints, and customer concentration.</p>

Comfort Systems USA Stock Leads 3 Picks for the US Reshoring Boom