10 Industrial Stocks Poised for a Rebound

Company profile: Timken, with a market value of $5 billion, sells a broad range of products for friction management and power transmission, as well as alloy steels and other steel components. Is customers are in the industrial machinery, trucks and automobiles, aerospace and defense, and energy industries.

Dividend Yield: 1.83%

Investor takeaway: Its shares are up 30.5% this year and have a three-year, average annual return of 46%. Analysts give its shares eight "buy" ratings, two "buy/holds," and one "hold," according to a survey of analysts by S&P.

2. Eaton(ETN)

Company profile: Eaton, with a market value of $16 billion, makes a variety of power management products it sells to industrial customers, including electrical systems, hydraulics components, aerospace fuel systems, and truck and auto powertrain systems.

Dividend Yield: 3.24%

Investor takeaway: Its shares are up 9.9% this year and have a three-year, average annual return of 32%. Analysts give its shares 11 "buy" ratings, four "buy/holds," six "holds," and one "sell," according to a survey of analysts by S&P. S&P, which has it rated "hold," on valuation concerns and the continued economic weakness in Europe.

1. Danaher(DHR)

Company profile: Danaher, with a market value of $37 billion, is a manufacturer of a wide range of industrial products ranging from hand tools to process and environmental controls. The company has five reporting segments: life sciences and diagnostics, test and measurement, industrial technologies, environmental, and dental. The hand-tool division makes Sears' Craftsman and Matco brand tools.

Dividend Yield: 0.18%

Investor takeaway: Its shares are up 16% this year and have a three-year, average annual return of 26%. Analysts give its shares 15 "buy" ratings, five "buy/holds," and five "holds," according to a survey of analysts by S&P. T. Rowe Price (9.6%) and Fidelity (5.3%) were its two biggest shareholders at year-end.

>>To see these stocks in action, visit the 10 Industrial Stocks Poised for a Rebound portfolio on Stockpickr.