--- title: "UBS names 11 U.S. industrial stocks: Profit and valuation \"double-click\" reveals double-digit upside potential" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/280095853.md" description: "UBS analysts recommend 11 U.S. industrial stocks, believing that driven by earnings growth and valuation re-evaluation, these stocks have double-digit upside potential in multiple segments. The report points out that companies such as Boeing, Delta Air Lines, C.H. Robinson Worldwide, Aptiv, Cintas, and Element Solutions have differentiated advantages in the market, and the risk-reward ratio is favorable. Analysts, based on proprietary data and industry analysis, believe that these companies' future performance will significantly improve" datetime: "2026-03-23T04:10:05.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/280095853.md) - [en](https://longbridge.com/en/news/280095853.md) - [zh-HK](https://longbridge.com/zh-HK/news/280095853.md) --- > 支持的語言: [简体中文](https://longbridge.com/zh-CN/news/280095853.md) | [English](https://longbridge.com/en/news/280095853.md) # UBS names 11 U.S. industrial stocks: Profit and valuation "double-click" reveals double-digit upside potential According to the Zhitong Finance APP, **UBS analysts have selected a group of high-conviction U.S. industrial sector stocks, believing that driven by earnings growth and valuation re-evaluation, these stocks have double-digit upside potential across multiple sub-sectors.** In a report released last Friday, analysts pointed out that a total of 11 stocks have been included in their key recommendation list. UBS believes these companies have differentiated advantages in market perception and favorable risk-reward ratios, a judgment supported by their proprietary data and industry analysis. **Aerospace and Airline Outlook** In the aerospace sector, Boeing (BA.US) is viewed as a standout target. With improvements in production and easing cash flow pressures, free cash flow is expected to gradually strengthen significantly in the future. The airline sector shows overall performance divergence, but Delta Air Lines (DAL.US) is considered the most capable of coping with rising fuel cost pressures due to its high-end customer base structure and refining business layout. At the same time, its long-term profit potential has not been fully reflected in the current valuation. **Drivers in the Transportation and Automotive Sectors** In the logistics field, C.H. Robinson Worldwide (CHRW.US) is expected to benefit from margin expansion and a gradual recovery in freight volumes. In the automotive sector, Aptiv (APTV.US)'s upcoming spin-off plan is seen as an important catalyst for unlocking company value, while its long-term growth momentum comes from electrification trends and diversification into markets beyond traditional automotive. **Growth Drivers in the Services and Chemical Sectors** Cintas (CTAS.US) is regarded as a company with sustained stable compounding growth, with its robust organic growth and merger synergies expected to bring additional upside potential. In the chemical sector, Element Solutions (ESI.US) is likely to benefit from rising demand related to AI infrastructure construction and semiconductor packaging, supporting stronger earnings growth and potential valuation multiple expansion. **Momentum in the Industrial and Construction Sectors** Johnson Controls (JCI.US) is expected to achieve margin improvement and accelerated earnings under new management. Advanced Drainage (WMS.US) is anticipated to benefit from the recovery of the construction industry and structural demand growth for water resource management solutions. United Rentals (URI.US) is expected to benefit from the recovery in the non-residential construction sector, including demand recovery from data center and manufacturing project construction. **Favorable Factors in the Technology and Packaging Industries** Avery Dennison (AVY.US) is expected to benefit from the accelerated adoption of RFID technology, especially in the retail sector, which may drive a resurgence in earnings growth. Modine Manufacturing (MOD.US) is also one of the key recommended targets, with its rapid expansion in the data center business expected to double the company's earnings in the next two years. **Key Controversies of Interest to Investors** Throughout the industrial sector, UBS pointed out that the market is still focused on several key issues, including the impact of rising energy prices on demand, the sustainability of corporate pricing power, and the pace of recovery in the construction and freight markets. At the same time, artificial intelligence is becoming an important growth driver across multiple sub-sectors, but it may also bring a certain degree of disruptive risk **Core Conclusion** UBS remains optimistic about the performance of industrial sector stocks, believing that the combination of structural growth themes, cyclical recovery, and improvements in corporate operations is expected to support further increases in the sector, even amid rising geopolitical uncertainties and changes in the macro environment ### 相關股票 - [Element Solutions (ESI.US)](https://longbridge.com/zh-HK/quote/ESI.US.md) - [C.H. Robinson Worldwide (CHRW.US)](https://longbridge.com/zh-HK/quote/CHRW.US.md) - [Delta Air Lines (DAL.US)](https://longbridge.com/zh-HK/quote/DAL.US.md) - [Us Global Jets (JETS.US)](https://longbridge.com/zh-HK/quote/JETS.US.md) ## 相關資訊與研究 - [ZAWYA-PRESSR: Jazeera Airways opens Kuwait’s gateway to the world](https://longbridge.com/zh-HK/news/279371966.md) - [Element Solutions Announces Annual Shareholder Meeting](https://longbridge.com/zh-HK/news/280216315.md) - [Delta CEO Says Demand Is 'Really, Really Great', Raises Revenue Guidance As Jet Fuel Doubles, TSA Shortages Continue](https://longbridge.com/zh-HK/news/279455679.md) - [Delta Sees Strong Travel Demand As Revenue Outlook Lifts For Q1](https://longbridge.com/zh-HK/news/279448265.md) - [Vietjet launches week-long promotion, offers discounted tickets](https://longbridge.com/zh-HK/news/279762960.md)