Quick Read
Caterpillar (CAT) leads with record Q4 revenue of $19.13B and $51B backlog. Caterpillar stock surged 107% over the past year.
GE Aerospace orders jumped 74% to $27B. Eaton electrical backlog grew 29% with record margins of 24.9%.
Deere reported Q4 revenue up 14% to $12.39B. Honeywell orders rose 23% with backlog exceeding $37B.
A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here.
India’s infrastructure boom is creating opportunities for U.S. industrial companies with the scale and capabilities to serve the world’s most populous nation. With ambitious renewable energy targets and massive agricultural modernization, India represents a multi-decade growth catalyst for select American manufacturers. These five companies stand out for their established presence, technological leadership, and direct exposure to India’s most critical infrastructure priorities.
6. Deere: Agricultural Mechanization Leader
Deere & Co. (NYSE: DE) ranks sixth for its positioning in India’s agricultural mechanization drive, where significant productivity gaps represent a substantial equipment opportunity.
Deere reported Q4 2025 revenue of $12.39 billion, up 14% year-over-year. Its Construction & Forestry segment surged 27% to $3.38 billion, demonstrating strength in infrastructure-related markets. CEO John May stated, «We believe 2026 will mark the bottom of the large ag cycle,» positioning the company for recovery as emerging markets drive demand.
Deere’s precision agriculture technology and government subsidies for farm equipment in India create a favorable environment. The stock has gained 27.46% year-to-date.
5. Eaton: Power Infrastructure Specialist
Eaton Corp. (NYSE: ETN) claims fifth position with power management expertise critical to India’s electrical grid modernization. Q4 2025 delivered record segment margins of 24.9%, with Electrical Americas sales jumping 21% to $3.5 billion.
Eaton’s electrical backlog grew 29% year-over-year, driven by data center demand and renewable energy integration. For 2026, Eaton projects adjusted EPS of $13.00 to $13.50 with organic growth of 7% to 9%.
India’s renewable energy capacity targets and expanding data center infrastructure align directly with Eaton’s capabilities in EV charging, power distribution, and energy storage. The stock has risen 18.51% year-to-date.
4. GE Aerospace: Aviation Growth Leader
GE Aerospace (NYSE: GE) ranks fourth, addressing India’s aviation expansion. GE Aerospace reported Q4 2025 revenue of $12.72 billion, beating estimates, with orders surging 74% to $27 billion. Total backlog reached approximately $190 billion.