The (https://www.marketwatch.com/story/9-stocks-to-ride-the-industrial-sectors-blazing-rally-8f23092f?mod=mw_rss_topstories), but it's not all the same animal. Capital-light defense and infrastructure plays command premium multiples because they print cash in any rate environment. Equipment manufacturers—especially BA and CAT—are priced for a Goldilocks scenario where capex cycles stay hot but long-dated discount rates don't compress further.

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