The most rewarding time to buy an industrial company is often right before its growth truly accelerates, when the orders are signed but the revenue has not yet fully arrived.
These three industrials fit that description today. Each is sitting on an enormous backlog or commitment pipeline that’s only beginning to convert into sales, which means their biggest years may still be in front of them. All three ride the same powerful force: the race to build the physical infrastructure behind AI, from power to logistics.
This post originally appeared at The Motley Fool.