247Wallst·2026-02-11 14:45Core Insights - India's infrastructure boom is creating significant opportunities for U.S. industrial companies, particularly in sectors like agriculture, power, aviation, and renewable energy [1][2] - Six companies are highlighted as key beneficiaries of this growth: Caterpillar, Eaton, GE Aerospace, GE Vernova, Honeywell, and Deere [1][2] Company Summaries - Caterpillar: Achieved record Q4 2025 revenue of $19.13 billion, up 18% year-over-year, with a backlog of $51 billion. The stock has increased 29.9% year-to-date and 107.24% over the past year, benefiting from India's infrastructure spending [1] - Eaton: Reported record segment margins of 24.9% in Q4 2025, with Electrical Americas sales rising 21% to $3.5 billion. The stock has gained 18.51% year-to-date, driven by demand for data centers and renewable energy [1] - GE Aerospace: Generated Q4 2025 revenue of $12.72 billion, with orders surging 74% to $27 billion. The stock has increased 54.14% over the past year, capitalizing on India's aviation expansion [1] - GE Vernova: Recorded Q4 2025 revenue of $11.00 billion, a 4% year-over-year increase. The Electrification segment surged 28% to $9.6 billion, with a stock gain of 21.08% year-to-date, supported by grid modernization efforts [1] - Honeywell: Q4 2025 revenue was $9.76 billion, with orders up 23% and a backlog exceeding $37 billion. The stock has surged 24.73% year-to-date, driven by India's smart city initiatives [1] - Deere: Reported Q4 2025 revenue of $12.39 billion, up 14% year-over-year, with a 27% increase in its Construction & Forestry segment. The stock has gained 27.46% year-to-date, benefiting from agricultural mechanization trends in India [1]