Last week General Electric (GE) released good results which met expectations. Infrastructure business unit grew its profit by 26% in forth quarter. This segment makes up 40% of GE total earnings.More than 50 percent of GE revenues now coming from outside the U.S.
Still strong global demand and weak USD are major factors which are helping US companies with international focus. The question is if this is already reflected in stock prices. But investment to exporters and multinationals is still smart play.

Hewlett-Packard (HPQ) is getting amazing 70% of revenues from abroad. Also among mid size cap we can find companies with international exposure more that 50%. For example NCR (NCR) which with revenue rise 12% in last quarter. As they announced one quarter came from favourable USD depreciation. Company is leader in automatic teller machines and this unit contributed by 17% mainly due to strong demand coming from Asia and Europe.
Another interesting mid size caps with foreign revenues more than 50%:

Ametek (AME)

Becton Dickinson (BDX)
Manitowoc (MTW)
Sigma-Aldrich (SIAL)
Tenneco (TEN)
Timberland (TBL)