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.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy CAT?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
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: 704.820
Low
395.00
Averages
620.54
High
730.00
Current: 704.820
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. The Company operates through its various segments, namely Construction Industries, Resource Industries, and Energy & Transportation. It also provides financing and related services through its Financial Products segment. The Construction Industries segment is primarily responsible for supporting customers using machinery in infrastructure and building construction applications. The Resource Industries segment develops and manufactures high productivity equipment for both surface and underground mining operations, as well as provide hydraulic systems, electronics and software for its machines and engines. The Energy & Transportation segment offers product and services that includes reciprocating engines, generator sets, integrated systems and solutions, turbines and turbine-related services.
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.
Dublin Data Center First to Use Independent Microgrid in Europe
- Microgrid Innovation: The Dublin facility, a collaboration between AVK and Pure Data Centre Group, establishes Europe's first independent microgrid data center with an estimated total investment of €1 billion, aimed at addressing power connection delays and promoting sustainable development in data centers.
- Rising Energy Demand: The European Commission estimates that by 2040, at least €1.2 trillion will be needed to meet growing energy demands, with data centers consuming 22% of Ireland's power in 2024, highlighting their pressure on the national grid.
- Policy Changes Impact: The Irish government has eased the moratorium on new data center applications, mandating that new facilities provide dispatchable power or energy storage capacity, which promotes the adoption of microgrids and reflects a reassessment of the AI industry's potential.
- Market Growth Potential: The global microgrid market is projected to reach $29 billion by 2025, with Europe's market expected to grow nearly 10% annually, providing new investment opportunities for companies like AVK and driving technological advancements in the data center sector.
See More
xAI Secures Approval for Power Plant in Mississippi
- Power Plant Approval: xAI's subsidiary MZX Tech LLC received authorization to build a power plant with 41 natural gas turbines in Southaven, Mississippi, aimed at supplying power to nearby data centers, a decision that has sparked significant local opposition due to environmental pollution concerns.
- Community Protests: Despite attempts by the NAACP and other civil rights organizations to delay the meeting to avoid conflicts with primary elections, the MDEQ proceeded with the vote on election day, leading to community dissatisfaction over the decision-making process and perceived neglect of local voices and environmental impacts.
- Legal Challenges Ahead: The NAACP and Southern Environmental Law Center plan to sue xAI for operating natural gas turbines without federal permits, alleging that the company understated emissions in its application, which could pose health risks to the community.
- Rising Energy Demands: As xAI plans to construct a new data center in Southaven, the anticipated increase in energy demand raises concerns about local environmental quality and residents' quality of life, particularly regarding noise and air pollution issues.
See More
Mullin and Wood Overlap on Seven Stocks in Portfolios
- Portfolio Overlap: According to Benzinga, Senator Mullin and ARK Invest founder Cathie Wood have overlapping investments in seven stocks over the past three years, indicating a potential influence on market attention towards these stocks.
- Shared Stock List: The seven stocks reflect a preference for high-growth companies, showcasing Wood's focus on disruptive technologies and Mullin's strategy of investing in small-cap stocks, which may enhance market confidence in these sectors.
- Divergent Investment Styles: ARK Funds emphasizes long-term performance in innovative companies, particularly in fintech, cryptocurrency, and electric vehicles, while Mullin favors small-cap stocks and the
See More
Atlas Energy Solutions Signs Global Framework Agreement with Caterpillar
- Global Framework Agreement: Atlas Energy Solutions (AESI) has signed a global framework agreement with Caterpillar (CAT) to secure approximately 1.4 gigawatts of incremental power generation assets, which is expected to significantly enhance the company's generation capacity and drive future growth between 2027 and 2029.
- Asset Operation Goals: The company anticipates owning and operating around 2.0 gigawatts of power generation assets by 2030, thereby solidifying its position in the energy market and addressing the increasing demand for electricity through the deployment of new equipment.
- Purchase Obligation Commitment: Under the agreement, Atlas will provide rolling demand forecasts and commit to aggregate purchase obligations of about $840 million over the term, ensuring that Caterpillar reserves corresponding manufacturing capacity, which will optimize supply chain management and operational efficiency.
- Diverse Equipment Portfolio: The agreement includes natural gas reciprocating generator sets such as CG260-16 stationary units and G3520 series units, suitable for behind-the-meter and bridge power applications, supporting Atlas in developing its private grid systems and enhancing overall operational efficiency.
See More
Atlas Energy Solutions Signs Global Framework Agreement with Caterpillar
- Incremental Power Capacity: Atlas Energy Solutions has signed a Global Framework Agreement with Caterpillar covering approximately 1.4 gigawatts of incremental power generation assets, with deliveries scheduled from 2027 to 2029, which will elevate the company's total power generation assets to about 2.0 gigawatts, enhancing its competitive edge in the market.
- Purchase Commitment: Under the agreement, Atlas commits to approximately $840 million in aggregate purchase obligations, ensuring supply stability and pricing discipline, thereby positioning itself favorably in the rapidly growing private grid market.
- Growing Market Demand: CEO John Turner highlighted that the construction of AI infrastructure and manufacturing reshoring is driving unprecedented power demand growth, creating multi-year growth opportunities for Atlas as industrial customers increasingly seek private grid solutions to meet their energy needs.
- Strategic Partnership Outlook: This agreement not only ensures timely equipment delivery but also provides Atlas with a strategic partnership opportunity with Caterpillar, aimed at delivering reliable private grid solutions to customers and addressing the rising electricity demand.
See More
Caterpillar and Walmart Stocks Surge to New Highs
- Walmart's Strong Performance: Walmart's quarterly results highlight robust growth in its digital business, contributing to a stock price increase of over 40% in the past year, significantly outperforming the S&P 500, indicating its adaptability in uncertain economic times and long-term growth potential.
- Robust Dividend Growth: Walmart has increased its dividend payout five times over the past five years, achieving a 5.5% annualized growth rate, which not only boosts investor confidence but also positions it as a solid dividend investment choice, further solidifying its market standing.
- Caterpillar's Record Sales: Caterpillar's latest earnings report reveals quarterly sales of $18 billion, marking a historic high, while the company exited the quarter with a record backlog, reflecting strong demand driven by the AI buildout.
- Long-Term Investment Value: Both Caterpillar and Walmart have outperformed the S&P 500 over the last decade, and with new growth avenues emerging in the technology era, both companies are expected to maintain strong market performance, attracting more investor interest.
See More
Dublin Data Center First to Use Independent Microgrid in Europe
- Microgrid Innovation: The Dublin facility, a collaboration between AVK and Pure Data Centre Group, establishes Europe's first independent microgrid data center with an estimated total investment of €1 billion, aimed at addressing power connection delays and promoting sustainable development in data centers.
- Rising Energy Demand: The European Commission estimates that by 2040, at least €1.2 trillion will be needed to meet growing energy demands, with data centers consuming 22% of Ireland's power in 2024, highlighting their pressure on the national grid.
- Policy Changes Impact: The Irish government has eased the moratorium on new data center applications, mandating that new facilities provide dispatchable power or energy storage capacity, which promotes the adoption of microgrids and reflects a reassessment of the AI industry's potential.
- Market Growth Potential: The global microgrid market is projected to reach $29 billion by 2025, with Europe's market expected to grow nearly 10% annually, providing new investment opportunities for companies like AVK and driving technological advancements in the data center sector.
See More
xAI Secures Approval for Power Plant in Mississippi
- Power Plant Approval: xAI's subsidiary MZX Tech LLC received authorization to build a power plant with 41 natural gas turbines in Southaven, Mississippi, aimed at supplying power to nearby data centers, a decision that has sparked significant local opposition due to environmental pollution concerns.
- Community Protests: Despite attempts by the NAACP and other civil rights organizations to delay the meeting to avoid conflicts with primary elections, the MDEQ proceeded with the vote on election day, leading to community dissatisfaction over the decision-making process and perceived neglect of local voices and environmental impacts.
- Legal Challenges Ahead: The NAACP and Southern Environmental Law Center plan to sue xAI for operating natural gas turbines without federal permits, alleging that the company understated emissions in its application, which could pose health risks to the community.
- Rising Energy Demands: As xAI plans to construct a new data center in Southaven, the anticipated increase in energy demand raises concerns about local environmental quality and residents' quality of life, particularly regarding noise and air pollution issues.
See More
Mullin and Wood Overlap on Seven Stocks in Portfolios
- Portfolio Overlap: According to Benzinga, Senator Mullin and ARK Invest founder Cathie Wood have overlapping investments in seven stocks over the past three years, indicating a potential influence on market attention towards these stocks.
- Shared Stock List: The seven stocks reflect a preference for high-growth companies, showcasing Wood's focus on disruptive technologies and Mullin's strategy of investing in small-cap stocks, which may enhance market confidence in these sectors.
- Divergent Investment Styles: ARK Funds emphasizes long-term performance in innovative companies, particularly in fintech, cryptocurrency, and electric vehicles, while Mullin favors small-cap stocks and the
See More
Atlas Energy Solutions Signs Global Framework Agreement with Caterpillar
- Global Framework Agreement: Atlas Energy Solutions (AESI) has signed a global framework agreement with Caterpillar (CAT) to secure approximately 1.4 gigawatts of incremental power generation assets, which is expected to significantly enhance the company's generation capacity and drive future growth between 2027 and 2029.
- Asset Operation Goals: The company anticipates owning and operating around 2.0 gigawatts of power generation assets by 2030, thereby solidifying its position in the energy market and addressing the increasing demand for electricity through the deployment of new equipment.
- Purchase Obligation Commitment: Under the agreement, Atlas will provide rolling demand forecasts and commit to aggregate purchase obligations of about $840 million over the term, ensuring that Caterpillar reserves corresponding manufacturing capacity, which will optimize supply chain management and operational efficiency.
- Diverse Equipment Portfolio: The agreement includes natural gas reciprocating generator sets such as CG260-16 stationary units and G3520 series units, suitable for behind-the-meter and bridge power applications, supporting Atlas in developing its private grid systems and enhancing overall operational efficiency.
See More
Atlas Energy Solutions Signs Global Framework Agreement with Caterpillar
- Incremental Power Capacity: Atlas Energy Solutions has signed a Global Framework Agreement with Caterpillar covering approximately 1.4 gigawatts of incremental power generation assets, with deliveries scheduled from 2027 to 2029, which will elevate the company's total power generation assets to about 2.0 gigawatts, enhancing its competitive edge in the market.
- Purchase Commitment: Under the agreement, Atlas commits to approximately $840 million in aggregate purchase obligations, ensuring supply stability and pricing discipline, thereby positioning itself favorably in the rapidly growing private grid market.
- Growing Market Demand: CEO John Turner highlighted that the construction of AI infrastructure and manufacturing reshoring is driving unprecedented power demand growth, creating multi-year growth opportunities for Atlas as industrial customers increasingly seek private grid solutions to meet their energy needs.
- Strategic Partnership Outlook: This agreement not only ensures timely equipment delivery but also provides Atlas with a strategic partnership opportunity with Caterpillar, aimed at delivering reliable private grid solutions to customers and addressing the rising electricity demand.
See More
Caterpillar and Walmart Stocks Surge to New Highs
- Walmart's Strong Performance: Walmart's quarterly results highlight robust growth in its digital business, contributing to a stock price increase of over 40% in the past year, significantly outperforming the S&P 500, indicating its adaptability in uncertain economic times and long-term growth potential.
- Robust Dividend Growth: Walmart has increased its dividend payout five times over the past five years, achieving a 5.5% annualized growth rate, which not only boosts investor confidence but also positions it as a solid dividend investment choice, further solidifying its market standing.
- Caterpillar's Record Sales: Caterpillar's latest earnings report reveals quarterly sales of $18 billion, marking a historic high, while the company exited the quarter with a record backlog, reflecting strong demand driven by the AI buildout.
- Long-Term Investment Value: Both Caterpillar and Walmart have outperformed the S&P 500 over the last decade, and with new growth avenues emerging in the technology era, both companies are expected to maintain strong market performance, attracting more investor interest.
See More
