StockStory Highlights LSI, Belden, JBT Marel Industrials Plays

StockStory identified three industrials names, LSI, Belden, and JBT Marel, as offering durable advantages despite a sector that has shed 7.2% over the past six months. This decline stands in contrast to the S&P 500's 12% return over the same period, a divergence the research firm argues creates opportunities for businesses with strong fundamentals.

LSI, which provides lighting and display solutions for commercial environments, has a market capitalization of $765.5 million. The company reported 21.2% annual revenue growth over the last two years, a figure StockStory interprets as evidence of market share gains. Profitability has also expanded, with earnings per share growing at an annual rate of 30.7% over the past five years, outpacing revenue increases. Additionally, LSI's free cash flow margin improved by 7 percentage points over that five-year span. The stock currently trades at $21.16 per share, representing a forward price-to-earnings ratio of 15.5x.

Belden, a designer and manufacturer of electronic components with a history dating back to its production of enamel-coated copper wire for the Allied forces in World War I, has a market capitalization of $4.24 billion. The company posted 11.2% annual revenue growth over the past two years. Wall Street analysts expect demand to accelerate over the next 12 months, forecasting robust revenue growth of 34.4%. Belden's earnings per share grew by 16.7% annually over the last two years, a rate that exceeded its revenue gains due to share repurchases. Belden shares trade at $108.45, or 11.4x forward earnings.

JBT Marel, which designs equipment for food processing and aviation and traces its origins to the invention of the mechanical milk bottle filler in 1884, has a market capitalization of $5.51 billion. The firm reported impressive 54.6% annual revenue growth over the last two years. Its unit economics reflect a 35.4% gross margin, providing capital for marketing and research and development investments. Earnings per share grew by 30% annually over the last two years, a performance StockStory notes trumped its peers. JBT Marel's stock price of $106.76 implies a valuation ratio of 12.5x forward P/E.

StockStory noted that its platform previously flagged Nvidia and Tecnoglass in 2020, which have since returned 1,460% and 1,552% respectively between June 2020 and June 2025.