Three Manufacturing Stocks Gaining from Supply Chain Changes Through 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 19 2025
0mins
Source: NASDAQ.COM
Global Supply Chain Changes: The global supply chain is expected to undergo significant changes by 2026 due to geopolitical tensions, rising costs, and a shift towards domestic manufacturing and technological advancements.
Caterpillar Inc.: Caterpillar is diversifying its supply chain by building a flexible network of suppliers and expanding its U.S. operations, which has led to a 54.6% stock surge over the past year.
EnerSys: EnerSys is realigning its manufacturing by closing its Mexican plant and shifting production to Kentucky, focusing on supplier diversification and sustainability, resulting in a 56.2% increase in stock value.
Honeywell International Inc.: Honeywell is reducing reliance on single suppliers and regions by implementing dual-sourcing strategies and offering financial support to suppliers, although its stock has seen a 13.2% decline over the past year.
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Analyst Views on CAT
Wall Street analysts forecast CAT stock price to fall
15 Analyst Rating
8 Buy
6 Hold
1 Sell
Moderate Buy
Current: 794.650
Low
395.00
Averages
620.54
High
730.00
Current: 794.650
Low
395.00
Averages
620.54
High
730.00
About CAT
Caterpillar Inc. is a manufacturer of construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines and diesel-electric locomotives. Its segments include Construction Industries, Resource Industries and Power & Energy. It also provides financing and related services through its Financial Products segment. Construction Industries segment is responsible for supporting customers using machinery in infrastructure and building construction applications. Resource Industries segment develops and manufactures high productivity equipment for both surface and underground mining operations around the world, and provides select work tools, machinery components, wear and maintenance components and related parts. Power & Energy segment supports customers in oil and gas, power generation, marine, rail and industrial applications, including Caterpillar machines. It is engaged in the provision and development of mining software solutions to the mining industry.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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