The reads below are for when a major hurricane hits. Expect the opposite when a storm weakens or misses.
Basic MaterialsUsually helpsCement, roofing and lumber for the rebuild.
EnergyUsually helpsGulf oil platforms and refineries shut down, lifting fuel prices.
IndustrialsUsually helpsRebuilding needs building products and equipment.
UtilitiesUsually hurtsRestoring power is costly and customers cannot be billed while it is out.
Communication ServicesLittle effectLittle direct link.
Consumer CyclicalLittle effectHome-improvement chains gain, other retailers lose; mixed.
Consumer DefensiveLittle effectLittle direct link.
Financial ServicesLittle effectOnly insurers pay for the damage; the rest of the sector barely moves.
HealthcareLittle effectLittle direct link.
Real EstateLittle effectOnly coastal property is exposed; the sector as a whole barely moves.
TechnologyLittle effectLittle direct link.
Building Products & EquipmentUsually helpsRebuilding needs their products.
Home Improvement RetailUsually helpsStorm prep and the rebuild both go through their stores.
Insurance - Property & CasualtyUsually hurtsThey pay the storm claims.
Insurance - ReinsuranceUsually hurtsThey pay the biggest claims; premiums rise afterwards.
Oil & Gas Refining & MarketingUsually helpsRefineries still running earn more while Gulf plants are shut.
REIT - Hotel & MotelUsually hurtsCoastal hotels get damaged.
Utilities - Regulated ElectricUsually hurtsRestoring power is costly.