Infrastructure forms the backbone of any economy, supporting essential systems like transportation, energy, water supply, and communication. In 2025, the demand for infrastructure development and modernization is growing rapidly, driven by government investment, urban expansion, and the global shift to digital and green technologies.

For investors seeking long-term growth and relative resilience against market cycles, infrastructure stocks are proving to be solid additions to diversified portfolios. This post highlights the best infrastructure stocks to consider, focusing on companies with strong market presence, consistent earnings, and a key role in ongoing global infrastructure transformation.

Best Infrastructure Stocks to Buy

Here are some of the most compelling infrastructure-related companies to watch this year based on their performance outlook, financial strength, and long-term relevance.

1. Ferrovial SE (FER)

Ferrovial is a multinational infrastructure firm with a broad footprint in highways, airports, energy, and construction. It’s especially well known for operating toll roads across fast-growing U.S. regions such as Texas and Northern Virginia. The company’s integrated approach—building and then operating the infrastructure—gives it a steady stream of long-term revenue.

Ferrovial also plays a crucial role in renewable energy infrastructure, having built dozens of substations. With a global reach and a focus on public-private partnerships, it's well-positioned to benefit from large-scale infrastructure programs.

2. Eaton Corp. PLC (ETN)

Eaton specializes in power management across electrical, mechanical, and hydraulic systems—making it a key player in the transition to electrified infrastructure. With AI data centers, electric vehicles, and smart grid technology driving electricity demand, Eaton’s solutions are more relevant than ever.

In recent earnings reports, Eaton reported record-setting revenue and anticipates strong organic growth and earnings expansion. Its diversified industrial focus and exposure to energy infrastructure give it a strong long-term appeal.

3. United Rentals Inc. (URI)

As the largest equipment rental company in North America, United Rentals supplies the machinery and tools used in nearly every type of infrastructure project—from road construction to data center builds.

United Rentals recently posted record-breaking quarterly revenues and expects continued growth through 2025. Its fleet efficiency and acquisition strategy keep it competitive in a highly fragmented industry. The company benefits directly from increased construction activity tied to government spending and private-sector infrastructure projects.

4. Martin Marietta Materials Inc. (MLM)

Martin Marietta is a building materials company that supplies aggregates like crushed stone, sand, and gravel, all essential for construction and road work. While it faced a soft year in 2024, recent earnings show a rebound, and the company is poised for growth thanks to strong infrastructure and commercial construction demand.

Its recent $6 billion in acquisitions strengthens its footprint in aggregate-heavy regions, positioning it as a major beneficiary of upcoming infrastructure projects across the U.S.

5. Parker-Hannifin Corp. (PH)

Parker-Hannifin manufactures motion and control technologies used in industrial, aerospace, and fluid systems. The company supports a wide range of infrastructure applications, from transportation and utilities to renewable energy equipment.

Although Parker is navigating slower growth in some sectors, it has reduced debt and streamlined operations by selling non-core assets. Long term, its role in automation and electrification makes it a relevant infrastructure stock with defensive qualities.

6. American Tower Corp. (AMT)

Infrastructure isn’t just physical—it’s digital, too. American Tower is a REIT that owns thousands of cell towers and leases them to mobile network operators. With the 5G rollout and rural broadband expansion underway, AMT is well-placed to benefit from rising demand for wireless communication infrastructure.

It offers income stability through long-term leases with high-quality tenants and is expanding globally, particularly in under-connected regions. For investors seeking infrastructure exposure with a tech twist, American Tower is a standout.

7. Caterpillar Inc. (CAT)

Caterpillar is a name synonymous with infrastructure. The company builds construction and mining equipment, engines, and turbines. As infrastructure projects ramp up—especially in mining and clean energy—Caterpillar’s machinery becomes indispensable.

The firm is also set to benefit from increased copper demand, driven by the push for electrification in electric vehicles and renewable energy. While sales dipped slightly in 2024, Caterpillar remains a long-term leader in global infrastructure development.

8. Brookfield Infrastructure Partners (BIP)

Brookfield Infrastructure Partners is a global leader in infrastructure ownership and operations, with a diverse portfolio that spans utilities, transport, energy, and data infrastructure. Its assets include natural gas pipelines, toll roads, railways, and communication towers across North and South America, Europe, and Asia-Pacific.

Brookfield stands out for its long-term, inflation-protected contracts and steady dividend growth. Its diversified revenue streams and global reach make it a defensive play in a volatile market. As governments worldwide prioritize infrastructure investment, BIP is positioned to continue generating strong, sustainable cash flow for its investors.

9. NextEra Energy Inc. (NEE)

NextEra Energy is the largest utility company in the U.S. by market capitalization and a global leader in renewable energy infrastructure. The company operates one of the largest fleets of wind and solar energy assets, and it continues to expand its investment in battery storage and smart grid modernization.

NextEra’s growth strategy is tightly aligned with the global energy transition. With consistent earnings, a solid dividend, and a focus on sustainable infrastructure, it offers a unique blend of stability and future-forward potential—making it a strong choice for investors seeking long-term infrastructure exposure in the clean energy space.

10. Vulcan Materials Company (VMC)

Vulcan Materials is the largest producer of construction aggregates in the United States, including crushed stone, sand, and gravel—core components of highways, bridges, airports, and other major infrastructure projects. The company also supplies asphalt and ready-mixed concrete to both public and private sector construction markets. With the U.S. government ramping up investment in transportation and public infrastructure, Vulcan is positioned to benefit directly from increased demand for raw building materials.

Conclusion

Infrastructure stocks present a powerful opportunity for long-term investors. As public and private entities ramp up investment in transportation, energy, digital connectivity, and utilities, companies at the center of these sectors are positioned for sustained demand. From heavy equipment makers like Caterpillar to digital leaders like American Tower, the best infrastructure stocks combine consistent performance with exposure to future-focused trends.