7 Stocks with the Strongest Profit Growth — Who Remains on Top?

🔥 The market is entering another phase of heightened volatility: indices struggle against resistance levels, investor sentiment swings, and macro data alternately alarm and reassure. However, amid this backdrop, there are companies that continue to show not just stability, but accelerating profits and increasing analyst demand. This is always one of the most reliable signs of strength — especially during periods when the broader market loses momentum.

Below is a detailed review of seven leaders who continue to maintain high momentum.

Alphabet (GOOGL)
Alphabet remains one of the most stable tech giants, still demonstrating acceleration in key metrics despite its scale. Revenue grows in a steady upward trend, margins are strengthening, and the drivers remain strong: YouTube boosts monetization, Cloud solidifies its corporate segment position, and capital expenditures in AI reached a record $92 billion.
The stock holds near historical highs, indicating strong institutional demand even amid a cautious market.

Broadcom (AVGO)
Broadcom has firmly established itself in the upper tier of AI industry suppliers. The company produces AI chips, develops ASIC solutions, and its key clients include Google, Meta, and other major players. Adding a new contract with OpenAI further strengthened investor confidence.
Profit growth is nearly 40% YoY, and about 90% of analysts recommend buying the stock. The technical picture is volatile, but fundamentally, Broadcom remains one of the strongest suppliers of AI infrastructure.

Amphenol (APH)
Amphenol remains a quiet yet confident leader in industrial growth. The company manufactures connectors, cables, sensors, and equipment critical for modern data centers.
Earnings per share have accelerated for four consecutive quarters — a rare occurrence in the industrial sector. The stock appears overbought, but this is one of those cases where high price reflects reality: demand for APH products significantly exceeds industry averages.

GE Aerospace (GE)
GE Aerospace shows impressive results after a multi-year transformation. Sales of aircraft engines and service packages are growing, the order book is expanding, and the company strengthens its position in innovative power units and hybrid-electric technologies.
The stock remains near highs, showing a stable trend. GE has effectively become a “stability anchor” in the industrial aviation sector.

Comfort Systems (FIX)
Comfort Systems is one of the main beneficiaries of the explosive growth of data centers. The company specializes in HVAC systems, a critical infrastructure for data centers.
Backlog has surpassed $9 billion for the first time — a historic record. Profit grows more than 100% YoY, placing FIX among the absolute leaders in the AI-related infrastructure sector.

Celestica (CLS)
Celestica is a key supplier for hyperscaler companies like Alphabet and Meta. The company integrates server racks and equipment for heavy AI workloads, making it a direct beneficiary of the neural network computing expansion.
The stock tends to pull back to the 10-week moving average — historically the best entry points for long-term investors. Strong momentum continues.

Charles Schwab (SCHW)
The financial sector has lagged, but Charles Schwab is now experiencing a confident upward reversal. Profits have grown for four consecutive quarters, and the recent acquisition of Forge Global gives clients access to private equity tools, a segment that has become increasingly popular in recent years.
Technically, the stock is near a key resistance level. A breakout could open the way to a new medium-term trend.

📌 What does this mean for investors?

The sector picture is becoming almost unequivocal:

• AI infrastructure is the main driver of global profits.
  
• Companies involved in data centers (FIX, APH), component suppliers and integration solutions (CLS), and producers of AI chips and specialized architectures (AVGO) are in an upward phase of the cycle.
• Alphabet remains one of the most reliable and largest beneficiaries of digitalization.
• The financial sector, represented by SCHW, shows signs of starting a new multi-year reversal cycle.
  
  
  

Who to watch?

• GOOGL and GE — stable leaders with reliable performance.
• AVGO, FIX, and CLS — growth companies directly benefiting from AI infrastructure development.
• SCHW — an idea for those ready to work with medium-term reversals and see potential in the financial sector.