Materials sector earnings seen rising ~20% in 2026 as U.S. tariffs strengthen pricing power

Earnings in the materials sector are expected to climb about 20% in 2026, according to Bloomberg Intelligence. That would make it the best performance in five years for the group, second only to tech. Companies from Nucor to Sherwin-Williams, and packaging giants like Smurfit WestRock and Ball Corp., are in the spotlight. The rise is tied directly to trade protections and a sharp shift in consumer goods demand. Metals and packaging stocks will lead the charge, both forecast to post over 30% profit growth. Steel prices are up, and companies selling boxes and cans are seeing more orders as food brands push volume using discounts. Steelmakers prepare for backlog boost as tariffs drive prices Richard Bourke from Bloomberg Intelligence said tariffs on imported steel are giving U.S. producers more control over pricing. “U.S. mills should continue to displace imports as long as 50% Section 232 tariffs remain in place,” he...

https://www.cryptopolitan.com/materials-sector-earnings-seen-rising-20/