Industrials

Forgent Power Solutions sells electrical equipment tied to power distribution and infrastructure demand. Revenue and operating profit have climbed rapidly, placing the company among the sector’s stronger growth names as it scales into a much larger industrial platform.

Ferguson is a major North American distributor of plumbing, HVAC, and water infrastructure products. Scale, recurring repair demand, strong returns on capital, and steady cash generation make it an interesting company to examine for long-term portfolio research.

Eiffage combines construction, infrastructure, energy systems, and concessions in one large European platform. That mix gives it exposure to electrification and transport upgrades while recurring concession cash flows and low valuation multiples make the business worth a closer look.

Donaldson makes filtration systems for vehicles, factories, and specialized processes. Its appeal comes from recurring replacement demand, strong margins, and expansion into higher-value industrial niches that can support durable growth over time.