The Zacks Communication – Infrastructure industry has surged by 60.2% over the past year, outperforming both the S&P 500 and the broader tech sector, which grew by 20.5% and 28.4%, respectively. The industry, currently ranked #88 out of more than 250 Zacks industries, is benefiting from increased demand for scalable infrastructure due to the proliferation of Internet of Things (IoT) devices and the accelerated rollout of 5G technology.
Key players like IHS Holding Limited, which operates over 37,000 towers across multiple countries, and Anterix, holding the largest licensed spectrum in the 900 MHz band in the U.S., are well-positioned for growth. IHS has seen a stock increase of 124.2% in the past year, while Anterix’s earnings estimate has surged by 2162.5% since March 2025.
Despite these gains, the industry faces significant challenges, including high capital expenditures, unpredictable raw material prices, and geopolitical tensions. With inflation and conflicts influencing profitability, companies must navigate a complex landscape to maintain their momentum.
