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Dear Fellow Investor,
With a Dangerous Hurricane Season Ahead, Consider These Historical Winners
The 2025 hurricane season is shaping up to be one of the most active in recent memory—and that has serious implications for homeowners, insurers, utility companies, and investors alike.
According to the National Oceanic and Atmospheric Administration (NOAA), there’s a 60% chance that the 2025 Atlantic hurricane season will be above normal, with the possibility of up to 19 named storms, including as many as five major hurricanes. For context, the average Atlantic hurricane season produces 14 named storms, of which 7 become hurricanes, including 3 major hurricanes.
This year’s forecast is driven by several converging factors: warmer Atlantic sea surface temperatures, favorable wind patterns, and a potential transition from El Niño to La Niña, which often results in stronger and more frequent hurricanes. The NOAA has 70% confidence in their projections, making this a significant risk—and opportunity—for investors.
When hurricane activity ramps up, certain stocks have historically performed well as demand for their products and services spikes in the lead-up to storms and during the post-storm recovery period. If you’re looking to hurricane-proof your portfolio, consider these historically resilient stocks:
Company: Generac Holdings (SYM: GNRC)
Market Cap: $7.32 Billion
Sector: Industrial / Power Generation
When storms hit and the grid fails, Generac Holdings becomes a household name. The company manufactures standby and portable generators that keep the lights—and everything else—on when the power goes out. It's not just a residential play; GNRC also serves industrial and commercial customers with high-capacity solutions.
During past active hurricane seasons, GNRC has seen notable upticks in both sales and share price. For instance, in 2020—a record-setting season—Generac’s stock climbed more than 80% as generator demand surged across hurricane-prone states.
Power outages are more than an inconvenience—they can cost billions in economic losses and even threaten lives. Homeowners and businesses alike are increasingly prioritizing backup power solutions, and Generac is the undisputed leader in this niche.
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Companies: Home Depot (SYM: HD) and Lowe’s (SYM: LOW)
Sectors: Retail / Home Improvement
Before and after the storm, homeowners flock to Home Depot and Lowe’s for supplies. These retail giants are staples in hurricane-prep checklists, selling everything from plywood and sandbags to tarps, batteries, chainsaws, and repair materials.
According to Morgan Stanley, these companies are “naturally positively exposed to preparation and recovery efforts” and tend to experience a sales surge post-storm as homeowners and contractors purchase materials to rebuild and repair damaged property.
Past hurricane seasons have confirmed this. After Hurricanes Harvey and Irma in 2017, Home Depot reported $282 million in hurricane-related sales in a single quarter. Lowe’s also saw a significant revenue boost. Both companies have regional distribution networks and emergency logistics plans that allow them to quickly ramp up inventory in affected areas.
In other words, when nature gets destructive, these companies get busy.
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Company: Xylem (SYM: XYL)
Sector: Industrial / Water Infrastructure
While lesser-known than the retail and generator giants, Xylem plays a crucial behind-the-scenes role in hurricane response. The company specializes in water technology and infrastructure—particularly pumps, filtration systems, and flood management solutions.
Xylem works directly with municipalities, utilities, and businesses to prepare for and respond to natural disasters, offering emergency pumping services and disaster response logistics. As urban flooding becomes more common due to both climate change and stronger storms, Xylem’s products and services are more in demand than ever.
Following Hurricanes Florence and Michael in 2018, Xylem saw increased contract activity and equipment demand. Investors looking for a less obvious—but no less essential—hurricane-related stock should keep this one on their radar.
Honorable Mentions: Insurance & Building Materials
While not historically as consistent, other sectors can also benefit from hurricane-related volatility:
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Insurance stocks (like Allstate (SYM: ALL) or Travelers (SYM: TRV)) often dip immediately after large storms due to payout expectations but may offer a buy-the-dip opportunity for long-term investors.
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Building materials suppliers (like Owens Corning (SYM: OC) or Beacon Roofing Supply can experience upticks as demand for shingles, insulation, and siding increases during rebuilding efforts.
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Are there any other seasonal Summer stocks you're buying right now? What other sectors of the market do you think are the best places to put your money to work? Hit "reply" to this email and let us know your thoughts!
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