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This Month's Bonus Article
A Weaker Dollar Could Put These 3 Industrial Stocks Back in FocusAuthor: Nathan Reiff. Date Posted: 6/8/2026. 
Key Points
- A weaker U.S. dollar can boost reported earnings for companies with significant international revenue by improving currency translation of foreign sales.
- Nucor reported 21% year-over-year sales growth and a roughly tripled EPS in Q1 2026, benefiting from dollar weakness, tariffs, and domestic reshoring trends.
- Ingersoll Rand and Illinois Tool Works offer additional weak-dollar exposure, though each carries distinct risks including share price declines and tepid organic growth.
- Special Report: SpaceX is offering you shares. Don't take them.
The U.S. dollar has fallen against other currencies during the second Trump administration, potentially raising the cost of foreign goods amid other inflationary pressures. While that may not help consumers already feeling stretched, it can be a boon for investors—if they know where to look. A weaker dollar may be a tailwind for industrial companies with a strong international presence and overseas revenue, thanks to a more favorable currency translation. When those firms convert foreign sales into USD, it can lift reported earnings. At the same time, U.S. industrial exports can become more attractive to buyers outside the country, further strengthening international business.
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For investors, the weak-dollar trade is less about currency alone and more about finding companies with the right mix of overseas revenue, export exposure, and domestic pricing power. Nucor's Dominance in Domestic Steel Grows Stronger Thanks to Dollar, Tariffs, and ReshoringNucor Corp. (NYSE: NUE) is well positioned in this environment because of its international sales exposure and dominant role in the U.S. steel market. The company could benefit not only from dollar weakness, which can make imported steel less competitive, but also from tariff protections for domestic steel and from potential reshoring of construction and manufacturing activity that uses Nucor’s products. This three-part tailwind has already produced impressive results, including in Q1 2026, when Nucor reported 21% year-over-year (YOY) sales growth and earnings per share that roughly tripled from the prior year. Both top- and bottom-line results solidly beat analyst expectations. Looking more closely at the quarter, EBITDA came in at a strong $1.5 billion, and higher shipments expected for the remainder of the year also bode well. That followed seven million tons of steel shipments in Q1, already a quarterly record for the company. Investors have taken notice, and Nucor shares have rallied about 55% year-to-date (YTD). Still, there may be more room to run, particularly thanks to the supportive tariff environment, which has increased Nucor's market share and helped keep prices elevated. Despite some caution from analysts—Wall Street sees a consensus price target for NUE that is about 4% below current trading levels—three quarters of ratings for Nucor stock are Buys. Ingersoll Rand's Acquisition Efforts May Get a BoostIndustrial firm Ingersoll Rand (NYSE: IR) sells a range of compressors, vacuum systems, and other equipment worldwide. With a significant presence in both Europe and Asia, the company may see the dollar value of its foreign revenues get a boost from a weaker dollar. Similarly, any products it manufactures in the United States for export should become more competitive relative to non-domestic rivals thanks to a lower effective price. Ingersoll Rand has also posted gains in both earnings and revenue, with a three-cent EPS beat and a 7.6% YOY improvement, along with a modest revenue beat, in Q1 2026. The company also completed its acquisition of Italian industrial firm Fox s.r.l. earlier this year, a move that expanded Ingersoll Rand’s international footprint and supported its M&A-driven growth strategy. Unlike Nucor, IR shares have fallen so far in 2026, down around 7% YTD. Analysts are fairly evenly split on whether the stock is a Buy or a Hold, but consensus price targets near $92.75 suggest upside potential of around 25%. A Riskier Play on Illinois Tool WorksIllinois Tool Works Inc. (NYSE: ITW) is another diversified industrial company with broad appeal among international customers. With GAAP EPS up 12% YOY in the first quarter of the year, management raised full-year earnings guidance and now anticipates strong operating margin expansion. Add in a solid dividend history and a 2.5% dividend yield, and the company would appear to have broad appeal even aside from the potential benefits it could see if the dollar continues to decline. If anything, investors may be holding back because of Illinois Tool Works' tepid organic growth. The company has so far been able to boost shareholder value with buybacks, supported by 6% YOY free cash flow improvement in Q1, and it expects to repurchase about $1.5 billion in shares this year. That may help explain why shares of ITW are only up around 3% YTD, even after rising considerably earlier in the year. Though ITW's financial health has very recently entered the red zone, according to TradeSmith, the stock could appeal more broadly if international business accelerates in the current environment. |
