This carefully selected group of stocks represents companies that are positioned to lead the rebuilding efforts in Texas following catastrophic flooding. Our professional analysts have identified these opportunities in engineering, construction, and advanced flood-resilience solutions as the region invests heavily in recovery and future protection.
Published on July 14
These companies stand to benefit from significant government funding for disaster recovery and infrastructure improvement, potentially creating a reliable revenue stream for quarters to come.
The scale of Texas flood damage means years of reconstruction work ahead. These companies aren't just fixing problemsโthey're rebuilding entire communities and systems from the ground up.
This isn't just about repairsโit's about building more resilient infrastructure. Companies providing advanced flood protection and climate adaptation solutions may see sustained demand as similar events become more common.
The recent Texas flooding has created an urgent need for massive investment in both immediate recovery and long-term resilience. These companies represent the complete value chain of this effort, from engineering firms designing solutions to construction companies rebuilding infrastructure and specialists providing advanced water management technology.
This is a tactical, event-driven investment opportunity focused on companies that will benefit from concentrated government and private spending in response to a specific disaster. The group includes infrastructure engineering, construction, materials, and specialized technology providers all poised to participate in the rebuilding effort.
Each company in this group was specifically selected for its direct involvement in Texas flood recovery and resilience building. From engineering firms with Texas operations to builders, material suppliers, and water management specialists, these companies are positioned to secure contracts and increased business from this massive rebuilding initiative.
Summary of total market capitalisation and breakdown for the 'Texas Flood Recovery & Resilience' basket.
FLR: $7.89B
J: $19.66B
KBR: $5.73B
Get the full story on this Basket. Read our detailed article on its risks and potential.
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Part of Exinity Group 2015, serving over a million customers globally.
Earn 6% AER on uninvested cash with daily interest payments.
SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
BHP Group recently posted a massive earnings beat driven by record copper profitability, allowing the miner to raise its dividend to a four-year high. This performance highlights a structural shift toward electrification metals, creating opportunities for industrial equipment suppliers and competing copper producers.
+4
Here are a few of the assets in this group. Create an account to unlock the full list.
FLUOR CORP
FLR
Current Price
$53.46
As a major engineering and construction firm with a strong presence in Texas, Fluor is well-positioned to win contracts for large-scale infrastructure...
As a major engineering and construction firm with a strong presence in Texas, Fluor is well-positioned to win contracts for large-scale infrastructure repair and reconstruction projects.
JACOBS SOLUTIONS INC
J
Current Price
$147.26
Jacobs provides critical technical, professional, and construction services for infrastructure and water management, making it a key player in designi...
Jacobs provides critical technical, professional, and construction services for infrastructure and water management, making it a key player in designing resilient solutions for flood-prone areas.
KBR
KBR
Current Price
$38.16
Headquartered in Houston, KBR offers science, technology, and engineering solutions that will be vital for government-funded recovery and infrastructu...
Headquartered in Houston, KBR offers science, technology, and engineering solutions that will be vital for government-funded recovery and infrastructure resilience initiatives in its home state.
On average, analysts expect assets in this group to grow 4.56% over the next year.
14 of 14 assets in this group are rated Buy by professional analysts.
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:
+4.56%
