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Mueller Industries Inc

Mueller Industries, Inc. manufactures and sells copper, brass, and aluminum products in the United States, the United Kingdom, Canada, Asia and the Middle East, and Mexico. It operates through three segments: Piping Systems, Industrial Metals, and Climate. The Piping Systems segment offers copper tubes, fittings, line sets, and pipe nipples; resells steel pipe, brass and plastic plumbing valves, malleable iron fittings, faucets, and plumbing specialties. This segment sells its products to wholesalers in the plumbing and refrigeration markets, distributors to the manufactured housing and recreational vehicle industries, building material retailers, and air-conditioning original equipment manufacturers (OEMs). The Industrial Metals segment offers brass, bronze, and copper alloy rods; brass rod, bar, and shapes; cold-form aluminum and copper products; high-volume machining of aluminum, steel, brass, and cast-iron impacts and castings for automotive applications; brass and aluminum forgings; brass, aluminum, and stainless steel valves; fluid control solutions; and gas train assembles; specialty copper, copper alloy, and aluminum tube to OEMs in the industrial, construction, plumbing, refrigeration, utility, telecommunication, and electrical transmission and distribution markets, as well as heating, ventilation, and air-conditioning (HVAC) markets. The Climate segment provides valves, protection devices, and brass fittings; and coaxial heat exchangers and twisted tubes to wholesalers and OEMs in the HVAC and refrigeration markets. This segment also manufactures and distributes high-pressure components and accessories, as well as insulated HVAC flexible duct systems. Mueller Industries, Inc. was founded in 1917 and is headquartered in Collierville, Tennessee.

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ウォール街が工業株にシフト:買い推奨の3銘柄

投資家はテクノロジー株から工業株へと資金を移しており、S&P500工業セクター指数は年初来で17.7%上昇し、情報技術の15.6%を上回っている。また、過去1カ月では工業が5%上昇したのに対し、テクノロジーは5%近く下落した。キャタピラーの株価は過去1年で175%急騰し、第1四半期の売上高は174億ドル、受注残高は過去最高の630億ドルを記録したが、予想PERは41.6倍に上昇している。ハッベルはNSIインダストリーズを30億ドルで買収し、第1四半期の1株当たり利益は3.42ドル、通期のEPS見通しは17.45ドルから18ドルとしている。ミューラー・インダストリーズの第1四半期売上高は11億9000万ドルに増加し、純利益は2億5900万ドルに急増、四半期末の現金は13億8000万ドルで無借金、アナリストの平均目標株価149ドルに対して約20%の上昇余地があるとみられている。
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