In Canada, technology and healthcare stocks have been hot this year while energy and mining was not. Industrials, meanwhile, have been somewhat overlooked by investors in 2015. That being said, the industrial stocks on our list today have seen its operating profit margins increase significantly during the past three years (LTM = Last Twelve Months).
WestJet Airlines Ltd. (TSX: WJA) – $21.54
Airlines
WestJet Airlines Ltd. is a Canada-based company engaged in the provision of airline service and travel packages. The Company offers scheduled service to approximately 93 destinations in North America, Central America, the Caribbean and Europe.
- Market Cap: $2,703,642,791
- Operating Profit Margin (LTM): 14.7%
- Operating Profit Margin (LTM-1): 11.2%
- Operating Profit Margin (LTM-2): 10.8%
Related: 6 Small Caps Likely to Surge Following Tax Loss Selling >>
Magellan Aerospace Corp. (TSX: MAL) – $17.04
Aerospace & Defense
Magellan Aerospace Corporation is a supplier of components to the aerospace industry and in certain applications for power generation projects. Through its wholly-owned subsidiaries, it engineers and manufactures aeroengine and aero structure components for aerospace markets, including advanced products for defense and space markets and complementary specialty products. It operates in two segments: Aerospace and Power Generation Project.
- Market Cap: $989,435,691
- Operating Profit Margin (LTM): 11.5%
- Operating Profit Margin (LTM-1): 9.8%
- Operating Profit Margin (LTM-2): 8.8%
Air Canada (TSX: AC) – $10.45
Airlines
Air Canada is a domestic, United States trans-border and international airline and provider of scheduled passenger services in the Canadian market, the Canada-United States trans-border market and in the international market to and from Canada. Together with its Air Canada Express regional partners, Air Canada serves close to 35 million passengers annually and provides direct passenger service to more than 175 destinations on five continents. Air Canada is a founding member of Star Alliance.
- Market Cap: $3,098,177,741
- Operating Profit Margin (LTM): 10.5%
- Operating Profit Margin (LTM-1): 6.5%
- Operating Profit Margin (LTM-2): 4.3%
Looking for more hidden gems? Get your free Ubika Technology 20 Monthly report.
The Ubika Technology 20 index (UT20) eased 2.7% during the past month, powering past the TSX Venture Index’s 7.9% slide yet falling short of the TSX Info. Tech Index’s gain of 2.2%. Mitel Networks Corporation (TSX: MNW) was the top-performing component company this month, jumping more than 19% after reporting better-than-expected Q3 financial results. Get your copy of the Ubika Technology 20 report here >>
Trimac Transportation Ltd. (TSX: TMA) – $5.41
Ground Freight & Logistics
Trimac Transportation Ltd. is a provider of bulk trucking services with operations from coast to coast. In addition, through its National Tank Services division, the Company performs repairs, maintenance, trailer fabrication and tank‐trailer cleaning services for both, the Company’s fleet and for third-party commercial customers. The Company also provides third-party transportation logistics services in Canada and the United States through its wholly-owned subsidiary, Bulk Plus Logistics (BPL).
- Market Cap: $152,260,472
- Operating Profit Margin (LTM): 5.8%
- Operating Profit Margin (LTM-1): 5.4%
- Operating Profit Margin (LTM-2): 5.1%
New Flyer Industries Inc. (TSX: NFI) – $25.77
Heavy Machinery & Vehicles
New Flyer Industries Inc. (NFI) is a manufacturer of heavy-duty transit buses in the United States and Canada. The Company operates in two business segments: Bus Operations and Aftermarket Operations. The Bus Operations segment is involved in the manufacture of heavy-duty transit buses for public transportation and MiDi. The Aftermarket Operations segment is involved in the provision of service parts and support related to transit buses. The Company offers the product line, including drive systems powered by diesel, natural gas, electric trolley, fuel cell, diesel-electric hybrid and battery-electric.
- Market Cap: $1,453,679,590
- Operating Profit Margin (LTM): 5.5%
- Operating Profit Margin (LTM-1): 4.2%
- Operating Profit Margin (LTM-2): 3.4%
