![\"Safety](\"https:\/\/www.europesays.com\/canada\/wp-content\/uploads\/2026\/05\/99c7f16dac0b0623cbaf27e8c50eba8b.jpeg\")
Source: Getty Images <\/p>\n Source: Getty Images <\/p>\n
Written by Amy Legate-Wolfe<\/a> at The Motley Fool Canada<\/p>\n Positioning for Canada\u2019s infrastructure boom doesn\u2019t mean buying the most obvious mega-project headline and hoping for the best on the TSX today. It means finding companies that can benefit from more building, more maintenance, and more demand for steel, services, and support work as governments and private players spend on transport, energy, industrial sites, and public assets.<\/p>\n The sweet spot often sits with businesses that supply the boring but essential pieces, because those are the ones that can keep winning work even if the market<\/a> mood shifts.<\/p>\n DRX <\/p>\n ADF Group (TSX:DRX<\/a>) fabricates and coats steel superstructures used in commercial, industrial, and infrastructure projects across Canada and the United States. Over the last year, it completed the acquisition of Groupe LAR and then announced another $157.3 million in new contracts in April, adding to a record backlog. That gives ADF a visible pipeline of work at a time when investors want proof, not just a story on the TSX today.<\/p>\n The latest annual results were softer, but not weak enough to kill the case. For the fiscal year ended Jan. 31, 2026, revenue came in at $258.7 million, down from $339.6 million, while adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) fell to $43.5 million from $91.3 million and net income dropped to $26.3 million, or $0.93 per share.<\/p>\n Tariffs hurt margins, and that\u2019s the clear risk here. Still, backlog hit a record $561.1 million, up from $293.1 million a year earlier, with 57% tied to Canadian<\/a> contracts. With the stock up roughly 54% over the last year on the TSX today, investors seem to be looking past the dip and toward the workload ahead.<\/p>\n DXT <\/p>\n Dexterra (TSX:DXT<\/a>) is the cleanest fit of these two on the TSX today. It provides support services, facilities management, and workforce accommodation tied to infrastructure creation, management, and operation in Canada. That makes it a practical way to invest in the buildout without betting on one single project. Over the last year, Dexterra also bought Right Choice Camps and Catering, which added to its support-services footprint, and it recently set its Q1 2026 reporting date, keeping investor attention on near-term momentum.<\/p>\n The financials look solid. Dexterra reported 2025 revenue of $1 billion, up 3.8%, while adjusted EBITDA rose 16.1% to $113.8 million and earnings jumped to $40.5 million. Q4 revenue increased 9.3% to $271 million. The stock traded around $11.73 on the TSX today, giving it a market cap of about $733 million, and analyst estimates show expected sales growth this year as well.<\/p>\n It\u2019s not flashy, but that may be the appeal. If Canada\u2019s infrastructure boom really is closer than many think, Dexterra looks like the kind of steady operator that could quietly win.<\/p>\n Bottom line <\/p>\n If I were positioning now, I would want one name with direct project leverage, one with support-services exposure, and one with a healthy dose of caution. ADF offers backlog and torque. Dexterra offers steadier execution. The bigger point is simple: the infrastructure boom does not need to fully arrive before the right stocks start moving.<\/p>\n The post Canada\u2019s Infrastructure Boom May Be Closer Than You Think \u2013 Here\u2019s How to Position Now<\/a> appeared first on The Motley Fool Canada<\/a>.<\/p>\n Should you invest $1,000 in Adf Group right now? <\/p>\n Before you buy stock in Adf Group, consider this:<\/p>\n The Motley Fool Canada team has identified what they believe are the top 10 TSX stocks for 2026\u2026 and Adf Group wasn\u2019t one of them. The 10 stocks that made the cut could potentially produce monster returns in the coming years.<\/p>\n Consider MercadoLibre, which we first recommended on January 8, 2014 \u2026 if you invested $1,000 in the \u201ceBay of Latin America\u201d at the time of our recommendation, you\u2019d have over $18,000!*<\/p>\n Now, it\u2019s worth noting Stock Advisor Canada\u2019s total average return is 94%* \u2013 a market-crushing outperformance compared to 85%* for the S&P\/TSX Composite Index. Don\u2019t miss out on our top 10 stocks, available when you join our mailing list!<\/p>\n Get the 10 stocks instantly<\/a><\/p>\n * Returns as of April 20th, 2026<\/p>\n More reading<\/p>\n Fool contributor Amy Legate-Wolfe<\/a> has no position in any of the stocks mentioned. The Motley Fool recommends Dexterra Group. The Motley Fool has a disclosure policy<\/a>.<\/p>\n 2026<\/p>\n","protected":false},"excerpt":{"rendered":"Source: Getty Images Written by Amy Legate-Wolfe at The Motley Fool Canada Positioning for Canada\u2019s infrastructure boom doesn\u2019t…\n","protected":false},"author":2,"featured_media":27182,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[13020,17,13021,2292],"class_list":{"0":"post-27181","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-canada","8":"tag-adf-group","9":"tag-canada","10":"tag-dexterra","11":"tag-fool-canada"},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/canada\/wp-json\/wp\/v2\/posts\/27181","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/canada\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/canada\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/canada\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/canada\/wp-json\/wp\/v2\/comments?post=27181"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/canada\/wp-json\/wp\/v2\/posts\/27181\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/canada\/wp-json\/wp\/v2\/media\/27182"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/canada\/wp-json\/wp\/v2\/media?parent=27181"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/canada\/wp-json\/wp\/v2\/categories?post=27181"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/canada\/wp-json\/wp\/v2\/tags?post=27181"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}