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Lou Whiteman has positions in Amcor Plc. The Motley Fool has positions in and recommends Amcor Plc. The Motley Fool has a disclosure policy.
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Plastics are ubiquitous. From packaging to household goods to building materials to automotive components, there seems to be no limit to where plastics are found in our day-to-day lives.
With so much demand, there are many public companies focused on plastics from which investors can choose. It’s a massive market opportunity: Global total plastic sales were estimated at $647 billion in 2024, and the market is forecast to grow at a compound annualized rate of 4.6% through 2033.
Investors can select from companies that make the raw ingredients used to make plastics, companies that make the end products we use as consumers, and a few that do a bit of both. Here’s a look at some of the top names in plastics for investors to consider.
Investing in plastics in 2026 requires moving beyond the "commodity" mindset. With the market divided between traditional giants and high-growth sustainability pioneers, your strategy should focus on resilience and regulatory positioning.
Investors use a "barbell strategy" to balance risk and reward, investing in both value names, such as large, established plastics manufacturers, and higher-growth sustainable materials companies.
Environmentalists criticize plastics due to concerns about their fossil fuel-intensive production processes and the long time it takes for them to degrade, but there are no good alternatives for many applications. All of the companies on this list are exploring how to manufacture plastics from more environmentally friendly sources and create products that degrade faster when possible. Despite the concerns, plastic demand should continue to grow for the foreseeable future.
Plastics aren’t likely to match other sectors, such as tech, in terms of massive growth potential, but these companies should be reliable performers selling into stable, growing markets that can provide ballast in a tech-heavy portfolio.




ExxonMobil (XOM -1.20%) is best known as an oil and gas company, but it is also a major producer of specialized polypropylene, a raw material used in plastics. Propylene is a molecule produced as part of the oil-refining process, making it a natural offshoot of ExxonMobil’s core business.
ExxonMobil significantly boosted polypropylene production in 2020 to meet increased demand for masks and medical supplies to support the COVID-19 pandemic response.
This company is deeply entrenched in the fossil fuel economy, but plastics offer some diversification from the oil giant's core petroleum offerings.
Today’s Dow (DOW -0.07%) is the product of a megamerger between DuPont (DD +2.05%) and legacy Dow Chemical that resulted in the two companies combining similar businesses and then splitting off into three more focused companies. While DuPont still has some plastic operations, Dow is the pick for this list.
Dow makes a range of plastics, adhesives, sealants, and additives used in building, automotive, personal care, packaging, and industrial end markets. Investors get this plastics business housed within a massive and diversified materials sciences portfolio that generated $42.9 billion in net sales in 2024.
Lyondell (LYB +0.72%) is a Dutch multinational chemicals company that ranks as the largest licensor of technologies to produce not just polypropylene but also polyethylene, two of the basic building blocks that go into making plastic goods.
LyondellBasell is a cash-generation machine and has a history of returning that cash to shareholders through dividends. The company can get caught up in cyclical demand for chemicals, which tends to ebb during periods of economic uncertainty. Still, this is a diversified business that should be able to grow with increasing global demand and provide a steady source of income for your portfolio.
Amcor (AMCR +1.13%) is a global manufacturer of packaging for food, beverage, pharmaceutical, medical, and personal care products. The company generated $13.6 billion in sales in 2024 from 212 production sites in 40 countries.
Amcor, formed in the 1860s as Australian Paper Manufacturers, has continuously evolved over the years. It sold its paper goods operations in 2000 and followed that with a series of deals, including the $7 billion purchase of Bemis in 2019 and an $8.4 billion merger with Berry Global, to establish itself as a global leader in packaging. Amcor trades on both the New York and Australian stock exchanges.
AptarGroup (ATR -1.03%) has a range of businesses supplying packaging for the pharmaceutical, household, industrial, and food markets, but it is best known for its fragrance, cosmetics, and personal care products and its lineup of patent-protected specialty pumps, valves, and dispensing closures that those sectors require. The company has about $3.5 billion in annualized sales.
Aptar has a global presence, generating about half of its revenue in Europe and 33% in North America. The company has completed almost two dozen acquisitions, investments, and partnerships since 2016 to expand its reach and broaden its portfolio.

| Name and ticker | Market cap | Dividend yield | Industry |
|---|---|---|---|
| ExxonMobil (NYSE:XOM) | $607.6 billion | 2.76% | Oil, Gas and Consumable Fuels |
| Dow (NYSE:DOW) | $26.9 billion | 4.69% | Chemicals |
| LyondellBasell Industries (NYSE:LYB) | $23.1 billion | 6.71% | Chemicals |
| Amcor Plc (NYSE:AMCR) | $18.4 billion | 6.45% | Containers and Packaging |
| AptarGroup (NYSE:ATR) | $8.0 billion | 1.51% | Containers and Packaging |
| Trinseo Plc (NYSE:TSE) | N/A | N/A | Chemicals |
Trinseo (NYSE:TSE) was spun out of Dow Chemical in 2009 before Dow’s rebirth via the DuPont megamerger. The company’s plastic, latex, and synthetic rubber products are used mostly in industrial applications, including automobiles, appliances, consumer goods, medical supplies, and construction.
Trinseo was private equity-owned until 2014, and the company still flies largely under the radar compared to some of its larger plastics peers. But in a world where industrial product manufacturers are increasingly demanding sturdy but lightweight components, many of Trinseo’s plastics should see strong growth in the years to come.
Here is how to invest in plastics stocks:
Investing in plastics stocks offers a mix of stability from traditional industrial demand and high growth potential from the emerging sustainable materials sector.
Plastics are foundational to the modern economy, and a push towards bioplastics and other more sustainable materials has created new growth opportunities for the industry.