Zacks Investment Research
05 Mar 2026, 14:16 UTC · 34w ago
Impact · against what's priced in
The rebound in U.S. manufacturing activity, highlighted by a beat in the ISM PMI and growth in new orders, provides a positive macro catalyst for industrial equities. For the identified stocks, this improves the outlook for cyclical revenue growth and justifies their current buy ratings.
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What the story claims
4 claims · scored −1 bearish … +1 bullish
The ISM Manufacturing PMI expanded for the second straight month, reaching 52.4% in February and beating the Zacks Consensus Estimate of 51.6%.
More positive than 92% of claims this week
The New Orders Index expanded for the second consecutive month to 55.8% in February after four months of contraction.
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5 related stories
The expansion of the ISM Manufacturing PMI to 52.4% and a rise in new orders create a favorable environment for Parker-Hannifin's cyclical industrial demand.
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Flowserve stands to benefit from the overall manufacturing sector's rebound and the specific outperformance expected for the General Industrial industry over the next three to six months.
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The recovery in manufacturing activity and the positive trend in new orders support revenue growth expectations for Watts Water Technologies.
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Scored by the NIS engine · methodology.
More positive than 84% of claims this week
The Zacks-defined Manufacturing – General Industrial industry is ranked in the top 27% of industries and is expected to outperform the market over the next three to six months.
More positive than 60% of claims this week
High prices and a shrinking labor market remain significant concerns for the U.S. manufacturing sector.
More negative than 72% of claims this week
Which stocks this story touches
More positive than 85% of ticker scores this week
Company is recommended as a 'Buy' (Zacks Rank #2) within a manufacturing sector expected to outperform the market.
More positive than 85% of ticker scores this week
Company is recommended as a 'Buy' (Zacks Rank #2) within a manufacturing sector expected to outperform the market.
More positive than 85% of ticker scores this week
Company is recommended as a 'Buy' (Zacks Rank #2) within a manufacturing sector expected to outperform the market.
More positive than 85% of ticker scores this week
Company is recommended as a 'Buy' (Zacks Rank #2) within a manufacturing sector expected to outperform the market.
More positive than 85% of ticker scores this week
Company is recommended as a 'Buy' (Zacks Rank #2) within a manufacturing sector expected to outperform the market.
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Seeking Alpha
2h ago
+12.7%
Price agrees with the score
$360.33 vs $319.61 close before publication (Mar 4) · not market-adjusted
WTS chart →−4.3%
Price is moving against the score
$944.99 vs $987.79 close before publication (Mar 4) · not market-adjusted
PH chart →−2.3%
Price is moving against the score
$81.03 vs $82.91 close before publication (Mar 4) · not market-adjusted
FLS chart →
