ZACKS·2026-02-11 14:20Core Insights - The U.S. stock market's AI-driven bull run from 2023 to 2025 has continued into 2026, benefiting various sectors, particularly old-economy stocks in industrials, finance, auto, materials, and construction [1] Group 1: Investment Opportunities - Investing in old-economy stocks with a favorable Zacks Rank is expected to yield profits in 2026, providing opportunities for portfolio diversification [2] - Five old-economy stocks with strong earnings results and favorable Zacks Rank include Parker-Hannifin Corp. (PH), The Goldman Sachs Group Inc. (GS), GE Aerospace (GE), C.H. Robinson Worldwide Inc. (CHRW), and Carpenter Technology Corp. (CRS) [3] Group 2: Parker-Hannifin Corp. (PH) - Parker-Hannifin reported adjusted earnings of $7.65 per share for Q2 fiscal 2026, exceeding the Zacks Consensus Estimate of $7.15, with total sales of $5.17 billion surpassing the consensus estimate of $5.04 billion [6] - The company benefits from steady demand in commercial and military markets, with a Win strategy driving margins and shareholder value [7][8] - Expected revenue and earnings growth rates for PH are 6.8% and 12.9%, respectively, for the current year, with a current dividend yield of 0.74% [11] Group 3: The Goldman Sachs Group Inc. (GS) - Goldman Sachs reported Q4 2025 earnings per share of $14.01, exceeding the Zacks Consensus Estimate of $11.77, while net revenues were $13.45 billion, slightly below the estimate of $13.61 billion [12] - The firm is focusing on its core strengths in investment banking and trading, with expansion in the private equity credit market expected to diversify revenue [14] - Expected revenue and earnings growth rates for GS are 8.6% and 10.3%, respectively, for the current year, with a current dividend yield of 1.70% [16] Group 4: GE Aerospace - GE Aerospace's Q4 adjusted earnings were $1.57 per share, beating the Zacks Consensus Estimate of $1.44, with adjusted revenues of $11.87 billion exceeding the estimate of $11.26 billion [17] - The company is experiencing strong demand for commercial engines and propulsion technologies, supported by rising defense budgets and robust air travel demand [18] - Expected revenue and earnings growth rates for GE are 13.8% and 17%, respectively, for the current year, with a current dividend yield of 0.45% [19] Group 5: C.H. Robinson Worldwide Inc. (CHRW) - C.H. Robinson reported Q4 2025 adjusted earnings of $1.23 per share, surpassing the Zacks Consensus Estimate of $1.12, while total revenues of $3.91 billion narrowly missed the estimate of $3.95 billion [20] - The company is focused on shareholder returns through dividends and share repurchases, with AI integration enhancing operational efficiency [22] - Expected revenue and earnings growth rates for CHRW are 3.9% and 15.9%, respectively, for the current year, with a current dividend yield of 1.26% [23] Group 6: Carpenter Technology Corp. (CRS) - Carpenter Technology reported adjusted earnings of $2.33 per share for Q2 fiscal 2026, beating the Zacks Consensus Estimate of $2.20, with net revenues of $728 million slightly below the estimate of $729 million [24] - The company is experiencing strong booking growth and robust demand in Aerospace and Defense, with a positive outlook supported by strategic acquisitions [26] - Expected revenue and earnings growth rates for CRS are 6.6% and 36.5%, respectively, for the current year, with a current dividend yield of 0.22% [27]