Metal coating company AZZ (NYSE: AZZ), infrastructure consultancy AECOM (NYSE: ACM), and positioning technology company Trimble (NASDAQ: TRMB) are three very different companies. However, they have two big things in common: They have heavy exposure to infrastructural spending, and they all have company-specific "growth kickers," which could lead to improved revenue and profit growth in the coming years. Let's take a look a why they are fascinating companies for investors.

Now I know what you are thinking. How can a company whose main activity is galvanizing steel be interesting? The answer lies in the fact that galvanizing steel is a relatively high-margin business, and AZZ is the leading player in the U.S. In other words, its 21% to 23% operating margin in its metal coating segment should be sustainable.

For reference, the metal coatings business generated $106.7 million in earnings in its fiscal 2021 with an adjusted operating income margin of 23.3%. In comparison, its infrastructure solutions business (electrical products and welding services to refiners, utilities, and oil and gas) generated just $15.7 million in earnings with a 4.1% margin.

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Source Fool.com