3 Autonomous Vehicle Stocks With Revenue Growth Over 4%
Electric and self driving vehicles depend on a steady flow of critical metals, and the World Bank just set a target to ramp up financing for these minerals to US$19b between 2026 and 2030. That kind of capital points to real money chasing the supply chain that powers cleaner transport. This article breaks down three stocks tied to this theme from the Electric and Autonomous Vehicle screener.
The three Electric and Autonomous Vehicle stocks that follow are just a starter pack, and the full screen surfaced 22 more companies with equally credible stories across charging, components, software and the metals supply chain that are not covered here. To go deeper into this theme, identify higher conviction ideas and stress test your own watchlist, move straight into the Electric/ Autonomous Vehicle Stocks screener.
Applied Aerospace & Defense (AADX)
Applied Aerospace & Defense plugs into the Electric and Autonomous Vehicle theme through its work on avionics, sensors and control hardware that enable autonomous and remotely piloted aircraft, while still drawing most of its strength from a broader defense hardware portfolio.
Applied Aerospace & Defense generates about US$576 million from a single Aerospace & Defense segment in the US and has a market value near US$1.9b, tying its EV and autonomy exposure to a wider mix of space, aviation and defense hardware programs.
For investors interested in how an aerospace supplier can give indirect exposure to autonomous mobility, Applied Aerospace & Defense offers a useful test case, because its future depends on how well it turns complex defense and space contracts into consistent earnings power.
"Although Applied Aerospace & Defense points to record revenue and adjusted EBITDA as evidence of scale, the Q2 2026 net loss of US$154 million that is attributed to IPO and related costs could signal that future equity-based compensation, higher public-company overhead and intangible amortization remain structurally higher than many models assume."
The real swing factor is whether one pressure behind those costs quietly eases, or instead keeps profitability and cash generation under strain.
If that pressure really is masking the underlying trajectory, read the full narrative for Applied Aerospace & Defense to see how Applied Aerospace & Defense could still accelerate its autonomy story.
EnerSys (ENS)
EnerSys sits behind the scenes of electric mobility, supplying stored energy hardware that keeps industrial EV fleets and other mission critical equipment powered, which puts it on the radar for investors who want exposure to this theme without relying on a single vehicle maker.
EnerSys is a stored energy specialist with a reported US$3.8b segment adjustment figure that reflects its broad portfolio across telecom, data center, industrial and mobility customers, and the business carries a market value of about US$6.3b.
"Ongoing growth in AI driven data center loads and concerns about grid reliability are supporting increased adoption of EnerSys backup and energy storage systems. This can add to revenue and support earnings as more of the installed base enters replacement cycles."
What matters now is how one quietly building demand trend shapes the mix of higher margin power solutions inside EnerSys over the next few years.
That mix shift is the real story, and the full narrative for EnerSys shows where EnerSys could see earnings power accelerate or stall as storage demand reshapes its business.
Caterpillar (CAT)
Caterpillar links into the Electric and Autonomous Vehicle theme through its autonomous mining trucks, dozers and fleet-management software, while still being a broad industrial heavyweight. The business generated about US$34.7b from Power & Energy, US$29.2b from Construction Industries and US$13.4b from Resource Industries, with Financial Products adding US$4.4b, and the stock carries a market value near US$344.3b.
Caterpillar gives investors a way to play off highway autonomy rather than passenger cars, since its autonomous haulage systems, semi autonomous dozers and connected fleet software are being deployed into real mines and quarries today.
"Rapid growth in Power & Energy, including 72% sales to users growth in power generation for data center applications and customer orders for large engines and turbines extending out to 2029 and 2030, indicates a long runway of AI driven power projects that can add to revenue and support operating margins as new capacity is utilized."
What matters from here is whether one cost pressure quietly caps how much of that long dated demand actually turns into sustained margin strength.
If that cost pressure is what eventually decouples Caterpillar’s demand from its profitability, the full narrative for Caterpillar lays out how the story could still accelerate.
Seeking Alternatives Before The Crowd
Fresh themes move first. Once momentum hits, the cleanest entry points get caught and premiums start flying. Scan these ideas while it matters and get in early.
- Spot resilient compounders early by running the 32 resilient stocks with low risk scores and focus on businesses where balance sheets and risk profiles help keep downside firmly in check.
- Chase real earnings power with the 38 profitable AI stocks that aren't just burning cash and concentrate on AI players already funding themselves instead of relying on constant fresh capital.
- Track steady income engines using the 8 dividend fortresses and target companies where elevated cash returns stay front and center for shareholders.
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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