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Investing.com -- The green technology sector continues to evolve as companies position themselves to capitalize on the global shift toward sustainability and energy transition.
According to recent rankings from UBS, several key players stand out in the U.S. greentech landscape, offering potential opportunities for investors interested in this growing sector.
1. Freeport-McMoRan (NYSE:FCX)
As one of the world’s largest copper and molybdenum producers, Freeport-McMoRan is positioned to benefit significantly from the energy transition movement. UBS views copper as a fundamental material for decarbonization efforts, with FCX poised to capitalize on the expected supply/demand deficit in the second half of the decade.
The company maintains financial flexibility with a strong balance sheet while planning capacity projects to execute when copper prices reflect market tightness. While current copper prices reflect economic pessimism, they also limit supply growth, potentially setting up favorable conditions as energy transition projects advance.
Freeport-McMoRan recently announced third-quarter 2025 earnings and revenue that surpassed analyst expectations. The company also named A. Cory Stevens as the incoming President and Chief Operating Officer of its Americas unit, effective in late 2025.
2. Honeywell International (NASDAQ:HON)
Honeywell’s involvement in energy and sustainable solutions makes it a strong fit for the greentech theme. Following planned spinoffs of its advanced materials and aerospace businesses, Honeywell will emerge as an industrial and building automation company directly linked to global greentech trends.
UBS notes that the company’s valuation relative to the U.S. industrial sector has become significantly more attractive, with the approaching conglomerate breakup likely to result in more favorable market views of its individual components.
In recent news, Honeywell International reported strong third-quarter 2025 results, exceeding forecasts for both earnings and revenue. Additionally, the company completed the spin-off of its Advanced Materials business, and RBC Capital upgraded its rating on the company to Outperform.
3. Johnson Controls (NYSE:JCI)
As a leader in climate solutions, Johnson Controls offers a portfolio of commercial HVAC systems and a proprietary digital ecosystem well-suited to capitalize on the trend toward energy-efficient, healthy, and "smart" buildings.
UBS highlights the company’s more consistent execution in recent quarters and believes the new CEO will drive the next transformation phase through leaner manufacturing practices and product portfolio realignment. JCI’s significant excess overhead costs represent an opportunity for margin improvement.
Johnson Controls reported fourth-quarter results that beat analyst estimates for both adjusted earnings and revenue. The company also posted 6% organic order growth and a 13% year-over-year increase in its backlog.
4. Linde PLC (NYSE:LIN)
Linde’s position as the largest industrial gas company by market share makes it a critical player in the hydrogen supply chain. The company supports hydrogen as an energy source and helps decarbonize production processes while auditing customers’ energy usage.
UBS views the industrial gas category as defensive with potential upside from sustainability investments. Linde’s scale provides a key advantage, with two-thirds of sales supported by long-term supply agreements and recurring equipment rental payments.
5. Emerson Electric Co. (NYSE:EMR)
Emerson’s automation, test and measurement, and software solutions align with stronger energy fundamentals and the energy transition. The company’s pipeline of sustainability-related projects has grown rapidly, positioning it to benefit from secular demand trends in automation.
UBS notes that Emerson’s opportunity funnel has grown to over $11 billion, shifting its business mix further from traditional oil, gas, and petrochemicals.
The firm believes Emerson should command a higher valuation as it transitions to a pure-play automation provider following recent divestitures and acquisitions.
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