Oil Prices Are Rising, But These Infrastructure Stocks Could Hold Up Better

Geopolitical tension in the Middle East has pushed Brent crude up 4%, shaken global indices, and nudged investors toward safe havens, but it has also thrown a fresh spotlight on infrastructure and shipping stocks. When oil supply routes such as the Strait of Hormuz are at risk, companies tied to ports, marine freight, and logistics can face new pressures and potential opportunities. This article discusses three stocks from a Global Infrastructure and Shipping Stocks screener that appear positively exposed to the current news and may help you consider where risks and potential resilience might sit in a portfolio.

QXO (QXO)

Overview: QXO is a building products distributor that supplies roofing, waterproofing, siding, insulation and other exterior and interior materials across the United States and Canada, selling well known brands like GAF, Owens Corning and James Hardie to professional contractors, home builders, building owners, lumberyards and retailers.

Operations: QXO generates about US$8.6b in revenue from data processing related activities, largely in the United States where reported revenue is around US$8.3b.

Market Cap: US$10.9b

QXO provides exposure to a large scale distributor in an essential part of the construction supply chain at a time when geopolitical tension and higher energy costs are putting more emphasis on reliable logistics and infrastructure. The company is pursuing an aggressive roll up of building products distributors, capped by the recent TopBuild acquisition that lifts annual revenue ambitions above US$18b. It is also aiming to use AI driven pricing and inventory tools to close a margin gap with peers. Forecasts for fast revenue and earnings growth and an internal fair value estimate above the current share price are appealing for some investors, but they may also weigh that against current losses, a complex capital structure and heavier reliance on external funding.

QXO’s roll up ambitions and AI tools could be more than a scale story; they may reshape margins and capital needs. See how the analyst forecasts for QXO stack up against those funding risks investors sometimes overlook.

Mader Group (ASX:MAD)

Overview: Mader Group is a contracting company that keeps heavy equipment and infrastructure running for mining, energy, transport and industrial clients by providing maintenance, fabrication, electrical services and on site technical support across Australia, North America and other regions.

Market Cap: A$1.62b

Mader Group gives you direct exposure to the nuts and bolts of global resource and infrastructure activity, at a time when higher energy prices and geopolitical tension are keeping demand for reliable maintenance and logistics support in focus. The company is targeting about A$1b in revenue by FY26. Some analysts expect double digit earnings growth and a high return on equity, and expansion in North America and energy and transport logistics is intended to reduce reliance on Australia. At the same time, heavy use of external funding, limited board independence and concentrated Australian revenue highlight why some investors watch governance and funding risk closely, especially when growth ambitions and safety obligations remain front and center.

Mader Group’s push toward A$1b in revenue and overseas expansion is only half the story; the real question is whether the growth engine justifies the risks sitting beneath the surface in the analyst forecasts for Mader Group.

Tasmea (ASX:TEA)

Overview: Tasmea is an Australian industrial services company that keeps critical infrastructure running by providing shutdown, maintenance, emergency breakdown and capital upgrade work across mining, oil and gas, power, renewables, defence, transport and water assets, with specialist teams operating in remote regions.

Operations: Tasmea generates revenue mainly in Australia, led by Electrical services at about A$266.6m, followed by Mechanical at A$146.8m, Civil at A$128.1m and Water & Fluid at A$86.6m, alongside segment and group level adjustments.

Market Cap: A$2.30b

Tasmea stands out in the Global Infrastructure and Shipping Stocks screener as a pure play on keeping hard to access Australian infrastructure and resource projects online at a time when Middle East tensions and higher oil prices are putting reliability of supply chains and energy assets under pressure. Earnings growth has been strong over several years and is forecast to remain high, and the company is flagged as trading below an internal fair value estimate. Management has signalled confidence with a fully franked special dividend of 10 cents per share. At the same time, a high P/E, reliance on external borrowing and a board with relatively low independence mean investors need to balance growth expectations against governance and funding risk.

Tasmea’s accelerating earnings profile and fully franked special dividend raise an obvious question: are current expectations still too low or already stretched? Put the pieces together with the analyst forecasts for Tasmea

The three stocks highlighted here are only a starting point, and the full Global Infrastructure and Shipping Stocks screener surfaces 35 more companies with equally compelling stories tied to ports, marine freight and broader transport infrastructure. Use Simply Wall St to identify and analyze the specific catalysts, risk profiles and narratives that matter most to you so you can focus on the highest conviction opportunities in this space.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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