Industrials businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. They are also bound to benefit from a friendlier regulatory environment with the Trump administration, and this excitement has led to a six-month gain of 3.3% for the sector. Investing here would have been wise - at the same time, the S&P 500 was flat.

Although these companies have produced results lately, a cautious approach is imperative. When the cycle naturally turns, the losers can be left for dead while the winners consolidate and take more of the market. With that said, here is one resilient industrials stock at the top of our wish list and two we’re passing on.

Market Cap: $702.3 million

Involved in the design of the Apple Store on Fifth Avenue in New York City, Apogee (NASDAQ:APOG) sells architectural products and services such as high-performance glass for commercial buildings.

Why Should You Dump APOG?

Sales stagnated over the last two years and signal the need for new growth strategies

Sales are projected to tank by 1.8% over the next 12 months as demand evaporates further

Falling earnings per share over the last two years has some investors worried as stock prices ultimately follow EPS over the long term

At $33.46 per share, Apogee trades at 10.7x forward P/E. If you’re considering APOG for your portfolio, see our FREE research report to learn more.

Market Cap: $1.82 billion

With its iconic blimp floating above major sporting events since 1925, Goodyear (NYSE:GT) is one of the world's largest tire manufacturers, producing and selling tires for automobiles, trucks, aircraft, and other vehicles, along with related services.

Why Are We Cautious About GT?

Customers postponed purchases of its products and services this cycle as its revenue declined by 4.8% annually over the last two years

Cash-burning history makes us doubt the long-term viability of its business model

Below-average returns on capital indicate management struggled to find compelling investment opportunities, and its decreasing returns suggest its historical profit centers are aging

Goodyear’s stock price of $6.39 implies a valuation ratio of 12.8x forward P/E. Read our free research report to see why you should think twice about including GT in your portfolio, it’s free.

Market Cap: $86.47 billion

A construction engineering services company, Quanta (NYSE:PWR) provides infrastructure solutions to a variety of sectors, including energy and communications.

Why Are We Backing PWR?

Sales pipeline is in good shape as its backlog averaged 18% growth over the past two years

Revenue outlook for the upcoming 12 months is outstanding and shows it’s on track to gain market share

Earnings per share have massively outperformed its peers over the last two years, increasing by 22.4% annually

Quanta is trading at $579.35 per share, or 43.7x forward P/E. Is now the right time to buy? Find out in our full research report, it’s free.

ALSO WORTH WATCHING: Top 5 Momentum Stocks. The best time to own a great stock is when the market is finally noticing it. These aren't just high-quality businesses. Something is happening with them right now. Elite fundamentals meeting near-term momentum — both boxes checked at the same time.

Find out which stocks our AI platform is flagging this week. See this week's Strong Momentum stocks — FREE. Get Our Strong Momentum Stocks for Free HERE.

Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,326% between June 2020 and June 2025) as well as under-the-radar businesses like the once-small-cap company Comfort Systems (+782% five-year return). Find your next big winner with StockStory today.