<p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/articles/main/9a/11259.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="620" height="413" original-src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/articles/main/9a/11259.jpg"/></p>
<p><em>图片来源：Bigstock</em></p>
<h3><strong>关键要点</strong></h3>
<ul>
<li>卡特彼勒正在扩大美国的设施并多元化供应商，以降低全球供应链风险。</li>
<li>艾诺斯正在将生产转移到美国，以减少关税风险并提高韧性。</li>
<li>霍尼韦尔国际公司正在使用双重采购和本地材料来稳定供应并支持交付。</li>
</ul>
<p>预计到 2026 年，全球供应链将发生显著变化。2025 年因持续的地缘政治紧张局势、法规变化和成本压力而扰乱国际贸易，增加了全球企业的不确定性。</p>
<p>特朗普政府大幅提高了钢铁、铝和工业进口的关税。这些措施旨在鼓励国内生产。然而，它们也提高了生产成本，并扰乱了许多公司的供应链。此外，由于国内市场的劳动力成本通常较高，整体生产成本也在上升。</p>
<p>随着企业进入 2026 年，许多制造公司正在评估其采购和生产策略，更加关注国内制造、技术进步和建立更具韧性的供应链网络。这一战略转变正在推动对美国本土设施、提高生产力的技术和区域供应商的投资增加。</p>
<p>因此，拥有强大国内运营、可靠供应链和重要产品供应的工业制造公司在这些不断变化的市场趋势中处于有利地位。</p>
<p>在这样的情况下，以下三只制造股票脱颖而出，成为潜在机会。卡特彼勒公司（CAT - 免费报告）、艾诺斯（ENS - 免费报告）和霍尼韦尔国际公司（HON - 免费报告）在 2026 年供应链多元化中有望获得潜在收益。</p>
<h3><strong>值得关注的三只制造股票</strong></h3>
<p>以下是之前提到的股票的简要介绍。</p>
<h3><strong>卡特彼勒</strong></h3>
<p>卡特彼勒总部位于德克萨斯州欧文市，是全球最大的建筑和矿业设备制造商。该公司为多个行业提供产品和服务，包括基础设施、建筑、采矿、石油和天然气以及运输。</p>
<p>卡特彼勒通过建立强大、可靠和灵活的供应商网络来多元化其供应链，同时减少对少数供应商的依赖。该公司通过定期的参与计划、安全和质量委员会以及认可倡议与供应商密切合作，确保稳定获取制造产品所需的重要组件和先进材料。</p>
<p>卡特彼勒还通过其供应商行为准则和冲突矿产政策遵循负责任的采购实践，这有助于管理伦理、法律和地缘政治风险，同时扩大材料的采购来源。该公司专注于供应商多样性，通过与多元和少数族裔拥有的供应商建立合作伙伴关系，增加与这些供应商的业务，从而扩大其供应商基础。</p>
<p>在这些努力的同时，卡特彼勒通过在美国扩大运营来加强区域生产，包括在达拉斯 - 沃斯堡（DFW）地区的新设施和在印第安纳州的大规模投资，以提升劳动力技能和增加发动机生产。这些举措共同帮助本地化生产、确保熟练劳动力、提高透明度，并降低全球供应链风险的暴露。</p>
<p>这只 Zacks 评级为#2（买入）的股票在过去一年中上涨了 54.6%。该公司在过去四个季度中有两个季度超出预期，另外两个季度未能达到预期，平均盈利惊喜为 2.1%。Zacks 对其 2025 年盈利的共识预期在过去 60 天内上调了 3.5%。</p>
<p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/articles/charts/5b/137740.jpg/query-dj0zMzU0Mzg5MTk?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="596" height="307" original-src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/articles/charts/5b/137740.jpg/query-dj0zMzU0Mzg5MTk"/></p>
<p><em>图片来源：Zacks 投资研究</em></p>
<h3><strong>艾诺斯</strong></h3>
<p>艾诺斯总部位于宾夕法尼亚州，专注于各种工业电池的制造、营销和分销。该公司还开发电池充电器和配件、电力设备以及户外机柜。此外，它还为客户提供支持服务。</p>
<p>艾诺斯正在通过搬迁和运营策略积极追求供应链多元化。该公司正在重新调整其制造布局，关闭位于墨西哥蒙特雷的铅酸电池工厂，并将生产转移到其位于肯塔基州里士满的设施，从而减少对外国供应链的依赖，降低关税和国际风险。</p>
<p>艾诺斯还强调供应商多样性，参与少数族裔和退伍军人拥有的供应商，并实施可持续性和 ESG 调查，以扩大其供应商生态系统并增强韧性。此外，该公司正在将运营重组为以技术为中心的卓越中心，以提高敏捷性，支持特定产品的采购，并支持多区域生产策略。这些举措预计将增强艾诺斯的供应链韧性、风险管理和长期运营灵活性。</p>
<p>这只 Zacks 评级为#2（买入）的公司的盈利在过去四个季度中均超出 Zacks 共识预期，平均惊喜为 4.9%。Zacks 对 2026 财年（截至 2026 年 3 月）盈利的共识预期在过去 60 天内上调了 5.3%。该股票在过去一年中上涨了 56.2%。</p>
<p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/articles/charts/4e/137741.jpg/query-dj0xODY4MTA2NDYy?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="597" height="307" original-src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/articles/charts/4e/137741.jpg/query-dj0xODY4MTA2NDYy"/></p>
<p><em>图片来源：Zacks 投资研究</em></p>
<h3><strong>霍尼韦尔</strong></h3>
<p>总部位于北卡罗来纳州夏洛特的霍尼韦尔是一家全球多元化的科技和制造公司，提供广泛的产品和服务。其多元化的解决方案组合为全球客户提供航空航天产品和服务、节能产品及商业解决方案，以及技术、电子和特种化学品。</p>
<p>霍尼韦尔正在通过减少对单一供应商、地区或材料的依赖来多元化其供应链，以应对全球冲突、关税、劳动力中断和监管压力。该公司通过更多地在本地采购材料和实施双重采购策略来简化其运营，以确保关键组件和原材料的持续供应。</p>
<p>霍尼韦尔与主要和次要供应商密切合作，主动管理原材料短缺，并在必要时识别新的供应商。在某些情况下，该公司还重新设计产品，以适应替代原材料来源，而不影响质量。为了进一步支持供应商的稳定性，霍尼韦尔提供供应链融资（SCF）计划，使供应商能够通过第三方金融机构获得提前付款。</p>
<p>这些多元化努力帮助公司降低供应风险，稳定价格，支持新产品开发，并确保可靠的产品交付给客户。通过将运营策略与金融支持工具相结合，霍尼韦尔正在建立一个更灵活、更强大的全球供应链，以适应不断变化的市场挑战。</p>
<p>尽管这家 Zacks 评级为#3（持有）的公司在过去一年中股价下跌了 13.2%，但在过去一个月中反弹了 5.3%。霍尼韦尔在过去四个季度中每次都超出预期，平均盈利惊喜为 8.7%。Zacks 对 2025 年盈利的共识预期在过去 60 天内上调了 1.4%。</p>
<p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/articles/charts/e4/137742.jpg/query-dj0xODMxOTMxMDI?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="609" height="309" original-src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/articles/charts/e4/137742.jpg/query-dj0xODMxOTMxMDI"/></p>
<p><em>图片来源：Zacks 投资研究</em></p>
<hr/>
<p><em>更多来自此作者的内容：</em></p>
<p>3 只值得关注的接近历史高点的股票：COF, MAR, TSLA</p>
<p>3 只大型混合型共同基金，适合在 2026 年前购买</p>
<p>3 只来自运输设备与租赁行业的股票，值得关注</p>

霍尼韦尔

卡特彼勒

艾诺斯

<p>卡特彼勒、艾诺斯和霍尼韦尔正在调整其供应链，以应对全球风险，通过扩大美国业务和多样化供应商来实现。这一战略转变受到地缘政治紧张局势和成本上升的推动，旨在增强韧性并减少对外国供应链的依赖。这些公司在专注于国内制造和技术进步的同时，具备了潜在收益的良好位置，使其成为有吸引力的投资机会</p>

<p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/articles/main/9a/11259.jpg" alt="" original-src="https://staticx-tuner.zacks.com/images/articles/main/9a/11259.jpg"/></p>
<p><em>Image: Bigstock</em></p>
<div class="lb-trans"><p><em>图片来源：Bigstock</em></p>
</div><h3><strong>Key Takeaways</strong></h3>
<div class="lb-trans"><h3><strong>关键要点</strong></h3>
</div><ul>
<li>Caterpillar is expanding US facilities and diversifying suppliers to reduce global supply-chain risks.</li>
<li>EnerSys is shifting production to the US to cut tariff exposure and improve resilience.</li>
<li>Honeywell International is using dual sourcing and local materials to stabilize supply and support deliveries.</li>
</ul>
<div class="lb-trans"><ul>
<li>卡特彼勒正在扩大美国的设施并多元化供应商，以降低全球供应链风险。</li>
<li>艾诺斯正在将生产转移到美国，以减少关税风险并提高韧性。</li>
<li>霍尼韦尔国际公司正在使用双重采购和本地材料来稳定供应并支持交付。</li>
</ul>
</div><p>The global supply chain is expected to change significantly in 2026. The year 2025 was marked by ongoing geopolitical tensions, shifting regulations, and rising cost pressures that disrupted international trade and increased uncertainty for businesses worldwide.</p>
<div class="lb-trans"><p>预计到 2026 年，全球供应链将发生显著变化。2025 年因持续的地缘政治紧张局势、法规变化和成本压力而扰乱国际贸易，增加了全球企业的不确定性。</p>
</div><p>The Trump administration sharply increased tariffs on steel, aluminum, and industrial imports. These measures were aimed at encouraging domestic production. However, they also raised production costs and disrupted supply chains for many companies. Also, as labor costs are usually higher in domestic markets, it has been increasing overall production costs.</p>
<div class="lb-trans"><p>特朗普政府大幅提高了钢铁、铝和工业进口的关税。这些措施旨在鼓励国内生产。然而，它们也提高了生产成本，并扰乱了许多公司的供应链。此外，由于国内市场的劳动力成本通常较高，整体生产成本也在上升。</p>
</div><p>As businesses head into 2026, many manufacturing companies are assessing their sourcing and production strategies with a stronger focus on domestic manufacturing, technological advancement, and building more resilient supply-chain networks. This strategic shift is driving increased investment in US-based facilities, productivity-enhancing technologies, and regional suppliers.</p>
<div class="lb-trans"><p>随着企业进入 2026 年，许多制造公司正在评估其采购和生产策略，更加关注国内制造、技术进步和建立更具韧性的供应链网络。这一战略转变正在推动对美国本土设施、提高生产力的技术和区域供应商的投资增加。</p>
</div><p>As a result, industrial manufacturing companies with strong domestic operations, reliable supply chains, and essential product offerings are well-positioned to benefit from these evolving market trends.</p>
<div class="lb-trans"><p>因此，拥有强大国内运营、可靠供应链和重要产品供应的工业制造公司在这些不断变化的市场趋势中处于有利地位。</p>
</div><p>Amid such a scenario, the following three manufacturing stocks stand out as potential opportunities. Caterpillar Inc. (CAT - Free Report), EnerSys (ENS - Free Report), and Honeywell International Inc. (HON - Free Report) are well-positioned for potential gains from supply-chain diversification into 2026.</p>
<div class="lb-trans"><p>在这样的情况下，以下三只制造股票脱颖而出，成为潜在机会。卡特彼勒公司（CAT - 免费报告）、艾诺斯（ENS - 免费报告）和霍尼韦尔国际公司（HON - 免费报告）在 2026 年供应链多元化中有望获得潜在收益。</p>
</div><h3><strong>3 Manufacturing Stocks Worth A Look</strong></h3>
<div class="lb-trans"><h3><strong>值得关注的三只制造股票</strong></h3>
</div><p>Presented below is a brief rundown of the previously-mentioned stocks to consider.</p>
<div class="lb-trans"><p>以下是之前提到的股票的简要介绍。</p>
</div><h3><strong>Caterpillar</strong></h3>
<div class="lb-trans"><h3><strong>卡特彼勒</strong></h3>
</div><p>Based in Irving, TX, Caterpillar is the largest global construction and mining equipment manufacturer. The company offers products and services to several sectors, including infrastructure, construction, mining, oil &amp; gas, and transportation.</p>
<div class="lb-trans"><p>卡特彼勒总部位于德克萨斯州欧文市，是全球最大的建筑和矿业设备制造商。该公司为多个行业提供产品和服务，包括基础设施、建筑、采矿、石油和天然气以及运输。</p>
</div><p>Caterpillar is diversifying its supply chain by building a strong, reliable, and flexible network of suppliers while reducing its dependence on a limited number of suppliers. The company has been working closely with suppliers through regular engagement programs, safety and quality councils, and recognition initiatives, which helps ensure steady access to important components and advanced materials needed for manufacturing products.</p>
<div class="lb-trans"><p>卡特彼勒通过建立强大、可靠和灵活的供应商网络来多元化其供应链，同时减少对少数供应商的依赖。该公司通过定期的参与计划、安全和质量委员会以及认可倡议与供应商密切合作，确保稳定获取制造产品所需的重要组件和先进材料。</p>
</div><p>Caterpillar is also following responsible sourcing practices through its Supplier Code of Conduct and conflict minerals policies, which are helping it manage ethical, legal, and geopolitical risks while expanding where materials are sourced from. The company is focusing on supplier diversity, increasing business with diverse and minority-owned suppliers through partnerships, which expand its supplier base.</p>
<div class="lb-trans"><p>卡特彼勒还通过其供应商行为准则和冲突矿产政策遵循负责任的采购实践，这有助于管理伦理、法律和地缘政治风险，同时扩大材料的采购来源。该公司专注于供应商多样性，通过与多元和少数族裔拥有的供应商建立合作伙伴关系，增加与这些供应商的业务，从而扩大其供应商基础。</p>
</div><p>Alongside these efforts, Caterpillar is strengthening regional production by expanding its operations in the United States, including new facilities in the Dallas-Fort Worth (DFW) area and major investments in Indiana to build workforce skills and increase engine production. Together, these actions are helping to localize production, secure skilled labor, improve transparency, and reduce exposure to global supply-chain risks.</p>
<div class="lb-trans"><p>在这些努力的同时，卡特彼勒通过在美国扩大运营来加强区域生产，包括在达拉斯 - 沃斯堡（DFW）地区的新设施和在印第安纳州的大规模投资，以提升劳动力技能和增加发动机生产。这些举措共同帮助本地化生产、确保熟练劳动力、提高透明度，并降低全球供应链风险的暴露。</p>
</div><p>This Zacks Rank #2 (Buy) rated stock has surged 54.6% in the past year. The company outpaced estimates in two of the trailing four quarters and missed the mark in the other two, with the average earnings surprise being 2.1%. The Zacks Consensus Estimate for its 2025 earnings has been revised 3.5% upward over the past 60 days.</p>
<div class="lb-trans"><p>这只 Zacks 评级为#2（买入）的股票在过去一年中上涨了 54.6%。该公司在过去四个季度中有两个季度超出预期，另外两个季度未能达到预期，平均盈利惊喜为 2.1%。Zacks 对其 2025 年盈利的共识预期在过去 60 天内上调了 3.5%。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/articles/charts/5b/137740.jpg/query-dj0zMzU0Mzg5MTk" alt="" original-src="https://staticx-tuner.zacks.com/images/articles/charts/5b/137740.jpg?v=335438919"/></p>
<p><em>Image Source: Zacks Investment Research</em></p>
<div class="lb-trans"><p><em>图片来源：Zacks 投资研究</em></p>
</div><h3><strong>EnerSys</strong></h3>
<div class="lb-trans"><h3><strong>艾诺斯</strong></h3>
</div><p>Headquartered in Pennsylvania, EnerSys engages in the manufacturing, marketing, and distribution of various industrial batteries. The company also develops battery chargers and accessories, power equipment, and outdoor cabinet enclosures. Apart from this, it provides support services for clients.</p>
<div class="lb-trans"><p>艾诺斯总部位于宾夕法尼亚州，专注于各种工业电池的制造、营销和分销。该公司还开发电池充电器和配件、电力设备以及户外机柜。此外，它还为客户提供支持服务。</p>
</div><p>EnerSys is actively pursuing supply-chain diversification through relocation and operational strategies. The company is realigning its manufacturing footprint by closing its flooded lead-acid battery plant in Monterrey, Mexico, and shifting production to its Richmond, KY facility, thereby reducing its dependency on foreign supply chains, lowering tariffs, and international exposure.</p>
<div class="lb-trans"><p>艾诺斯正在通过搬迁和运营策略积极追求供应链多元化。该公司正在重新调整其制造布局，关闭位于墨西哥蒙特雷的铅酸电池工厂，并将生产转移到其位于肯塔基州里士满的设施，从而减少对外国供应链的依赖，降低关税和国际风险。</p>
</div><p>EnerSys also emphasizes supplier diversification, engaging minority and veteran-owned suppliers and implementing sustainability and ESG surveys to broaden its supplier ecosystem and strengthen resilience. Additionally, the company is reorganizing operations into technology-focused Centers of Excellence, which enhances agility, enables product-specific sourcing, and supports multi-region production strategies. These initiatives are expected to enhance EnerSys’ supply-chain resilience, risk management, and long-term operational flexibility.</p>
<div class="lb-trans"><p>艾诺斯还强调供应商多样性，参与少数族裔和退伍军人拥有的供应商，并实施可持续性和 ESG 调查，以扩大其供应商生态系统并增强韧性。此外，该公司正在将运营重组为以技术为中心的卓越中心，以提高敏捷性，支持特定产品的采购，并支持多区域生产策略。这些举措预计将增强艾诺斯的供应链韧性、风险管理和长期运营灵活性。</p>
</div><p>This Zacks Rank #2 (Buy) rated company’s earnings surpassed the Zacks Consensus Estimate in each of the trailing four quarters, with the average surprise being 4.9%. The Zacks Consensus Estimate for fiscal 2026 (ending March 2026) earnings has been revised 5.3% upward over the past 60 days. Shares of the stock have surged 56.2% in the past year.</p>
<div class="lb-trans"><p>这只 Zacks 评级为#2（买入）的公司的盈利在过去四个季度中均超出 Zacks 共识预期，平均惊喜为 4.9%。Zacks 对 2026 财年（截至 2026 年 3 月）盈利的共识预期在过去 60 天内上调了 5.3%。该股票在过去一年中上涨了 56.2%。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/articles/charts/4e/137741.jpg/query-dj0xODY4MTA2NDYy" alt="" original-src="https://staticx-tuner.zacks.com/images/articles/charts/4e/137741.jpg?v=1868106462"/></p>
<p><em>Image Source: Zacks Investment Research</em></p>
<div class="lb-trans"><p><em>图片来源：Zacks 投资研究</em></p>
</div><h3><strong>Honeywell</strong></h3>
<div class="lb-trans"><h3><strong>霍尼韦尔</strong></h3>
</div><p>Based in Charlotte, NC, Honeywell is a global diversified technology and manufacturing company with a wide range of products and services. Its diversified portfolio of solutions serves customers globally with aerospace products and services, energy-efficient products and solutions for businesses, as well as technology, electronic, and specialty chemicals.</p>
<div class="lb-trans"><p>总部位于北卡罗来纳州夏洛特的霍尼韦尔是一家全球多元化的科技和制造公司，提供广泛的产品和服务。其多元化的解决方案组合为全球客户提供航空航天产品和服务、节能产品及商业解决方案，以及技术、电子和特种化学品。</p>
</div><p>Honeywell is diversifying its supply chain by reducing dependence on single suppliers, regions, or materials in response to global conflicts, tariffs, labor disruptions, and regulatory pressures. The company is simplifying its operations by sourcing more materials locally and implementing dual-sourcing strategies to ensure the continued supply of critical components and raw materials.</p>
<div class="lb-trans"><p>霍尼韦尔正在通过减少对单一供应商、地区或材料的依赖来多元化其供应链，以应对全球冲突、关税、劳动力中断和监管压力。该公司通过更多地在本地采购材料和实施双重采购策略来简化其运营，以确保关键组件和原材料的持续供应。</p>
</div><p>Honeywell works closely with both primary and secondary suppliers, proactively manages raw material shortages, and identifies new suppliers when necessary. In some cases, the company also redesigns products to accommodate alternative raw material sources without compromising quality. To further support supplier stability, Honeywell has been offering a supply-chain financing (SCF) program, allowing suppliers to access early payments through third-party financial institutions.</p>
<div class="lb-trans"><p>霍尼韦尔与主要和次要供应商密切合作，主动管理原材料短缺，并在必要时识别新的供应商。在某些情况下，该公司还重新设计产品，以适应替代原材料来源，而不影响质量。为了进一步支持供应商的稳定性，霍尼韦尔提供供应链融资（SCF）计划，使供应商能够通过第三方金融机构获得提前付款。</p>
</div><p>These diversification efforts are helping the company to reduce supply risk, stabilize pricing, support new product development, and ensure reliable product delivery to customers. By combining operational strategies with financial support tools, Honeywell is building a more flexible and robust global supply chain capable of adapting to evolving market challenges.</p>
<div class="lb-trans"><p>这些多元化努力帮助公司降低供应风险，稳定价格，支持新产品开发，并确保可靠的产品交付给客户。通过将运营策略与金融支持工具相结合，霍尼韦尔正在建立一个更灵活、更强大的全球供应链，以适应不断变化的市场挑战。</p>
</div><p>Although shares of this Zacks Rank #3 (Hold) rated company lost 13.2% in the past year, they rebounded 5.3% in the past month. Honeywell outpaced estimates in each of the trailing four quarters, with the average earnings surprise being 8.7%. The Zacks Consensus Estimate for 2025 earnings has been revised 1.4% upward over the past 60 days.</p>
<div class="lb-trans"><p>尽管这家 Zacks 评级为#3（持有）的公司在过去一年中股价下跌了 13.2%，但在过去一个月中反弹了 5.3%。霍尼韦尔在过去四个季度中每次都超出预期，平均盈利惊喜为 8.7%。Zacks 对 2025 年盈利的共识预期在过去 60 天内上调了 1.4%。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/articles/charts/e4/137742.jpg/query-dj0xODMxOTMxMDI" alt="" original-src="https://staticx-tuner.zacks.com/images/articles/charts/e4/137742.jpg?v=183193102"/></p>
<p><em>Image Source: Zacks Investment Research</em></p>
<div class="lb-trans"><p><em>图片来源：Zacks 投资研究</em></p>
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