What is climate-proof infrastructure?

Climate-proof infrastructure refers to buildings, systems, and facilities designed to withstand extreme weather events and changing climate conditions. This includes flood protection systems, heat-resistant materials, wildfire suppression technology, and reinforced coastal defenses. These specialized solutions help communities and businesses remain functional despite increasingly frequent climate-related challenges.

Why is climate adaptation considered a growth industry?

Climate adaptation is emerging as a growth industry because extreme weather events are becoming more frequent and severe, forcing governments and businesses to invest in resilient infrastructure. Unlike discretionary spending, these investments are increasingly viewed as necessary and non-negotiable. The companies providing these solutions are positioned to benefit from massive public and private spending as climate impacts intensify.

What's the difference between climate mitigation and climate adaptation?

Climate mitigation focuses on reducing greenhouse gas emissions to limit climate change (like renewable energy and electric vehicles), while climate adaptation involves preparing for and responding to climate impacts that are already happening or inevitable. The companies in this group focus primarily on adaptation - building infrastructure that can withstand floods, fires, heat waves, and other climate-related challenges.

How do dividend yields relate to these infrastructure stocks?

Dividend yield represents the annual dividend payment as a percentage of the stock's current price. Some infrastructure companies pay dividends as they generate steady cash flow from long-term contracts. For climate-resilient infrastructure builders, dividend policies may vary - established firms might offer reliable dividends while faster-growing companies might reinvest profits. The dividend yield and payment dates are important factors to consider when evaluating these stocks for income.

What are projected sales and projected profit?

Projected sales (or revenue) and projected profit refer to analysts' forecasts of a company's future financial performance. These projections help investors gauge growth potential. For climate infrastructure companies, strong projected sales growth might indicate increasing demand for their adaptation solutions, while improving profit projections could suggest they're effectively managing costs while expanding. These metrics provide insight into each company's financial trajectory.

14 handpicked stocks

Climate-Proof Infrastructure Builders

Invest in the companies engineering our world to withstand climate challenges. These carefully selected stocks represent firms creating the infrastructure we need as extreme weather events increase - from flood protection to wildfire suppression and cooling systems.

Han Tan | Market Analyst

Published on June 17

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

Xylem Inc.

XYL

Current price

$148.76

As a leading water technology provider, its solutions for flood control and resilient water infrastructure are critical for climate adaptation.

Carrier

CARR

Current price

$58.90

This company is a primary manufacturer of high-efficiency HVAC systems essential for cooling buildings and infrastructure in a warming world.

Trane Technologies

Current price

$423.53

A global leader in climate control solutions, its energy-efficient systems are vital for adapting buildings to extreme heat events.

AECOM

ACM

Current price

$129.63

Jacob Solutions

Current price

$153.06

Generac Holdings Inc.

GNRC

Current price

$169.99

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12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.

If you invested across these assets:

≈

In 12 months it might be worth:

$1,000.00

+71.20%

≈

About This Group of Stocks

Our Expert Thinking

Climate adaptation isn't optional – it's necessary. These companies are building the infrastructure needed to protect against flooding, extreme heat, wildfires, and other climate impacts. As governments and corporations increase spending on climate resilience, these specialized firms are positioned for sustained growth.

What You Need to Know

This collection focuses on companies generating significant revenue from climate-proofing solutions. Unlike discretionary spending, investment in climate resilience is increasingly mandatory as extreme weather events become more frequent, creating a powerful tailwind for these stocks.

Why These Stocks

Each company was selected for its direct role in creating climate-resilient infrastructure. From water management systems and energy-efficient HVAC to wildfire suppression and resilient engineering, these market leaders provide the specialized solutions our changing world demands.

Group Performance Snapshot

71.2%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 71.2% over the next year.

12 of 14

Stocks Rated Buy by Analysts

12 of 14 assets in this group are rated Buy by professional analysts.

0.6%

Group Growth

This group averaged a 0.6% return last month.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🌊

Climate Events Are Accelerating

As extreme weather becomes more frequent, governments and businesses are rapidly increasing investment in resilient infrastructure. These companies are first in line for this surge in spending.

🔧

Essential, Not Optional Spending

Unlike discretionary projects, climate adaptation infrastructure is becoming mandatory. These companies provide solutions that communities and businesses simply cannot afford to ignore.

🏗️

The Next Infrastructure Boom

Climate resilience represents one of the largest infrastructure investment opportunities of the decade. These specialized firms have the expertise and solutions that will be in high demand.

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