StockStory Names Two Industrials Stocks to Watch and One to Sell

Industry

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Summary · why it matters

StockStory highlights Johnson Controls and ATI as industrials stocks with durable advantages, while recommending investors avoid Autoliv. Johnson Controls, with a market cap of $87.86 billion, benefits from a 32.9% gross margin and share buybacks that boosted earnings per share growth. ATI, valued at $27.23 billion, posted 11.1% annual revenue growth over five years and expanded its free cash flow margin by 21.7 percentage points. Autoliv, a $9.67 billion passive safety systems maker, faces soft demand with estimated 1.5% revenue growth and a low 17.9% gross margin.

Autoliv Inc ▼

Allegheny Technologies Incorporated ▲

Johnson Controls International PLC ▲

Impact on stocks 3

Consumer Discretionary▼ · 1 stocks

▼ NegativeDemandrelevance

Soft demand with estimated 1.5% revenue growth and low 17.9% gross margin

Defense & Geopolitical Fragmentation▲ · 1 stocks

Allegheny Technologies Incorporated

▲ PositiveCapitalrelevance

11.1% annual revenue growth over five years and expanded free cash flow margin by 21.7 percentage points

Smart City / Autonomous Infrastructure▲ · 1 stocks

Johnson Controls International PLC

▲ PositiveCapitalrelevance

32.9% gross margin and share buybacks boosted earnings per share growth