ASX shares that are benefiting from strong tailwinds could be great buys for the long-term.
When a long-term trend is providing a natural boost for revenue and earnings, it could help drive the share price of the business higher.
There are some wonderful ASX share ideas out there. Below are two of my favourites:
Betashares Global Cybersecurity ETF (ASX: HACK)
Some exchange-traded funds (ETFs) give investors the ability to tap into some wonderful themes. As the world becomes steadily more digital, cybersecurity becomes a more important service.
Think of some of the trends that are playing out in Australia (with a lot of the world further behind on the adoption curve) – online banking, e-commerce, working from home, communication, learning, entertainment, filing tax documents and so on. It’s essential that all of these services are protected against cybercriminals.
The HACK ETF aims to give investors exposure to companies that are providing cybersecurity services. We’re talking about names like Infosys, Cisco Systems, Palo Alto Networks, CrowdStrike, Broadcom, Gen Digital, Thales, Check Point Software, Cloudflare, Okta and Fortinet.
I think this fund’s underlying companies could collectively see rising profits over the long-term, which could enable the fund to continue strong performance – it has returned an average of 16.7% per year over the last five years.
Temple & Webster Group Ltd (ASX: TPW)
Temple & Webster is one of the leading online retailers of Australia, with a huge range of homewares, furniture and home improvement.
Australia is seeing ongoing adoption of online shopping, which is helping give the ASX share a strong boost to its growth rate.
The Australian furniture and homewares market has an addressable market of $19 billion and an online penetration of 20%. That compares to a 29% online penetration in the UK and 35% in the US, suggesting more adoption is likely in Australia in the foreseeable future.
While home improvement is a relatively small segment of Temple & Webster thus far, it’s growing at a fast pace. In FY26 to 20 November 2025, home improvement revenue surged by 40% year on year. This sector has a total addressable market of $18 billion, though the online penetration is only 5% to 10%.
The recent expansion to New Zealand makes a lot of sense with similar regulations and customer preferences. It’s already seeing steady growth in conversion and traffic with average order values comparable to Australia.
With the company growing revenue 18% year on year in FY26 to November 2025, I think the ASX share’s future still looks bright.
