Why Beacon Roofing Supply, Inc. (BECN) Is Up the Most So Far in 2025
We recently published a list of . In this article, we are going to take a look at where Beacon Roofing Supply, Inc. (NASDAQ:BECN) stands against other industrial stocks that are up the most so far in 2025.
Industrial stocks are sensitive to the economic cycle. Many of them have already fallen victim to the downturn and have reversed much of their earlier gains from the past few years. However, 2025 is shaping up to be a breakout year for industrial stocks elsewhere. The industrial sector is very broad, and you'll always find winners that outpace expectations and draw the attention of investors who once overlooked these workhorse companies.
Manufacturing and industrial firms have doubled down on digital transformation and have poured resources into automation to boost efficiency. This investment is paying off as companies become more agile and better equipped to handle shocks, whether from geopolitical tensions, labor shortages, or shifting customer needs. It's worth looking into the biggest winners so far this year, as they could continue building on the momentum.
For this article, I screened the best-performing industrial stocks year-to-date.
I will also mention the number of hedge fund investors in these stocks. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points ().
A construction site with workers wearing hard hats and safety vests, installing roofing materials.
Number of Hedge Fund Holders In Q4 2024: 53
Beacon Roofing Supply, Inc. (NASDAQ:BECN) is the largest publicly traded distributor of roofing materials and complementary building products in the United States and Canada.
The most significant event driving the stock higher in 2025 is QXO's highly publicized acquisition offer, which came at a substantial premium to Beacon's unaffected share price and sparked considerable trading activity and speculation about the company's future.
Beacon Roofing Supply, Inc. (NASDAQ:BECN)'s board has advised shareholders to reject the offer, arguing it undervalues the company's growth potential and strategic plans, which have fueled further investor optimism.
In addition to the takeover interest, Beacon reported strong first-quarter 2025 results, with revenue up 15% year-over-year, driven by robust demand in both residential and commercial roofing segments and successful execution of its Ambition 2025 growth strategy.
The company also completed the acquisition of DM Figley Company, expanding its waterproofing division and opening new branches in key states, which aligns with its market expansion goals.
The consensus price target of $121.5 implies 2% downside.
Beacon Roofing Supply, Inc. (NASDAQ:BECN) stock is up 22.01% year-to-date.
Overall, BECN ranks 9th on our list of industrial stocks that are up the most so far in 2025. While we acknowledge the potential of BECN as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than BECN but that trades at less than 5 times its earnings, check out our report about this .
READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.
Disclosure: None. This article is originally published at Insider Monkey.
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