In this article, we will take a look at the 12 Best Industrial Stocks With More Than 50% Upside.
On June 23, CNBC reported that Senators Mark Kelly and Elizabeth Warren wrote to the Trump administration criticizing its trade policies and their implications on the American manufacturing sector. They argued that economists blame the shrinking of blue-collar jobs on the president’s volatile tariff policy to some extent.
They also claimed that the Trump Administration’s trade agenda has prioritized the interests of President Trump’s allies and wealthy corporations, while putting manufacturing workers at a disadvantage. A congressional report found that the U.S. has experienced a loss of 108,000 jobs in the manufacturing sector during the first year of the President’s second term.
Total industrial construction spending on manufacturing has also been declining since a peak in the summer of 2024. Kelly and Warren cited one of President Trump’s allies, John Paulson, as the one shutting his Ohio brass instrument manufacturing plant and moving its production to China.
Whirlpool has also cut around 500 jobs since tariffs took effect and is expanding its operations in Mexico. According to Census Bureau findings, the import-export imbalance in manufactured goods hit its highest level on record, as the U.S.’s overall trade deficit with the world decreased in 2025. With that background, let’s explore our 12 Best Industrial Stocks With More Than 50% Upside.
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Our Methodology
To identify relevant stocks for this article, we screened U.S.-listed industrial companies with market capitalizations above $2 billion. Also, we only shortlisted stocks with at least 50% upside potential according to consensus, as of Jun 29 closing. Finally, we selected 10 stocks with the highest upside and ranked them in ascending order.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 599.2% since May 2014, beating its benchmark by 372 percentage points (see more details here).
12. Booz Allen Hamilton Holding Corp. (NYSE:BAH)
Booz Allen Hamilton Holding Corp. (NYSE:BAH) is one of the 12 best industrial stocks with more than 50% upside. The company’s acquisitive growth strategy is making it a compelling investment case.
On June 22, Booz Allen Hamilton Holding Corp. (NYSE:BAH) signed a definitive agreement with an Advent portfolio company, Cobham Ultra Group, to purchase its Ultra I&C Mission Solutions business for $720M. Ultra Mission Solutions operates as a defense technology company providing encryption, mission-critical software, and edge computing solutions.
Commercial technologies are becoming important in modern warfare due to the escalation of global threats. This purchase will expand the company’s portfolio of AI-powered defense by incorporating Ultra’s safe data movement, command-and-control, encryption, and edge computing solutions into a combined platform for national defense missions.
This combined platform will enhance capabilities in AI-powered battle management, resilient communication, and edge infrastructure. It will also serve national security customers globally. This purchase will also enhance product integration and expand the commercial availability of its solutions.
From this purchase, Booz Allen projects significant double-digit revenue growth and EBITDA margins in excess of 20%. The deal is anticipated to close during the second quarter of 2027 and is subject to standard closing requirements. After the deal, Ultra Mission Solutions will become a fully owned Booz Allen subsidiary.
Booz Allen Hamilton Holding Corp. (NYSE:BAH) offers cyber, AI, and quantum information science solutions. It also offers purpose-built AI, multi-modal data fusion for ISR and battle management, along with post-quantum cryptography services for government and commercial clients. The company modernizes legacy systems through data platforms, software applications, and cloud-enabled infrastructure.
11. AECOM (NYSE:ACM)
AECOM (NYSE:ACM) is one of the 12 best industrial stocks with more than 50% upside. Recent awards involving commercial redevelopment projects support a bullish case for the stock.
On June 16, AECOM revealed that it has been chosen as the lead engineering consultant for the redevelopment of the MCG stadium. The company will collaborate with its partners, i.e., MANICA, Foster + Partners, and Architectus Australia, who have been appointed as the lead architects.
AECOM will assess the current condition of the MCG, including the ageing Shane Warne Stand, and analyze options for a possible future redevelopment that meets the modern needs of athletes, fans, and broadcasters. The key focus of the team will be on identifying how the MCG can remain functional during any possible future redevelopment.
This redevelopment will protect the MCG’s historical, civic, and cultural significance while providing a legacy venue with upgraded facilities, inclusivity, accessibility, and athlete and audience experience.
Marketing Director at Culture, Sports, and Entertainment, New Zealand and Australia, Jochen Ristig, said that the cross-functional team across construction, engineering, and technology departments will bring clear cost and risk management, project scheduling, and constructability expertise to the redevelopment process. He further stated:
“At the same time, our sustainability and circularity specialists will ensure environmental performance — from material reuse to water and energy efficiency and climate resilience — is embedded as a fundamental design driver.”
AECOM (NYSE:ACM) delivers expert infrastructure consulting services to commercial and government organizations. Its services portfolio includes advising and consultation, engineering solutions, construction, and management services. It provides these services to various segments, including transportation, water, energy, and more. It is also involved in developing and investing in real estate ventures.
