Best ASX Industrials Stocks to Invest In
AI-curated Industrials stock ideas for the Australian (ASX) market, each with a buy signal, future-value target and a short thesis. Refreshed every weekday from end-of-day data.
20 picks · prices as of close 2026-07-28
Air New Zealand Limited
Capacity recovery and fare resilience support earnings upside as travel demand normalizes and fuel costs ease.
▸Recovery momentum and operating leverage as seat capacity rebuilds.
Amcor plc
Defensive packaging cash flows and valuation support steady upside with ongoing margin and efficiency execution.
▸Defensive earnings profile with improving margin execution.
Alliance Aviation Services Limited
Fleet utilization and contract demand can drive strong earnings recovery if operational execution remains stable.
▸Contract-driven growth and improving aircraft utilization.
Brambles Limited
Global pallet demand, pricing discipline, and efficiency gains make this a high-quality compounding industrial.
▸Positive momentum from pricing and margin expansion.
Codan Limited
Detector and communications demand plus high-margin growth can support another strong earnings step-up.
▸Strong momentum and recurring upgrade cycle in detection demand.
Charter Hall Long WALE REIT
Long-lease industrial exposure and easing rate pressure can lift distributable earnings and valuation.
▸Rate relief and defensive lease income support re-rating.
Dexus Convenience Retail REIT
Stable convenience assets and yield appeal can benefit as investors rotate toward defensives.
▸Defensive income and improving risk appetite for REITs.
Downer EDI Limited
Infrastructure maintenance and services demand offer earnings repair and stronger free cash flow.
▸Operational turnaround and infrastructure backlog support.
Fletcher Building Limited
Housing and construction recovery in Australasia can lift cyclical earnings from depressed levels.
▸Cyclical rebound potential as construction activity improves.
IPH Limited
IP services, acquisitions, and resilient recurring revenue support steady growth and cash generation.
▸Recurring revenues and acquisition-led growth visibility.
Monadelphous Group Limited
Resources and energy services exposure gives leverage to project execution, backlog, and higher utilization.
▸Strong backlog and infrastructure/services spending tailwind.
Nine Entertainment Co. Holdings Limited
Media and digital advertising recovery could improve earnings as cost discipline persists.
▸Advertising recovery remains the key near-term catalyst.
NRW Holdings Limited
Mining services execution and contract wins can sustain revenue growth and margin stability.
▸Contract wins and strong mining services demand.
Perpetual Limited
Valuation support and possible strategic catalysts can re-rate this cash-generative financial-industrial.
▸Corporate catalysts and discount-to-value setup.
Reliance Worldwide Corporation Limited
Plumbing products recovery and US housing stabilization can drive margin and volume upside.
▸Housing-cycle recovery and margin normalization.
SRA Limited
Software and digital-services demand can compound steadily with stronger recurring revenue mix.
▸Recurring revenue growth and digital transformation demand.
Stealth Group Holdings Limited
Industrial distribution growth and acquisition execution can support earnings acceleration from a small base.
▸Small-cap growth and acquisition integration progress.
Smartpay Holdings Limited
Payments growth and operating leverage can improve earnings if merchant acquisition momentum continues.
▸Merchant growth and improving transaction volumes.
Toll Holdings Limited
Logistics demand and network efficiency can support stable cash generation and modest re-rating.
▸Operational efficiency and logistics demand normalization.
Worley Limited
Energy transition and infrastructure work provide multi-year visibility and support for earnings growth.
▸Strong project pipeline and energy-transition catalysts.