- Alfa Laval is already seeing a big upturn in longer-cycle end-market orders, in addition to ongoing strength in areas like HVAC-R, water, life sciences, and food/beverage.
- Management recently made a significant acquisition in the software space, and building up the tech-driven software and service capabilities remains a lever for long-term growth.
- Alfa Laval shares aren't trading cheap on current expectations, but sector rotation toward longer-cycle names and additional beat-and-raise quarters could keep the momentum going.
For further details see:
Alfa Laval: Impressive Order Growth, Benefitting From Rotation To Longer-Cycle Names