Archive snapshot · Industrials
Mon, Sep 28, 9:32 PM ET
GE Aerospace drops on broad industrial pullback despite Polish defense deal and $210B backlog
GE Aerospace is expanding defense work in Poland and carrying a $210 billion services backlog, but the stock fell with the wider industrial sector ahead of its
TradingView · +8 outlets
Boeing falls as software glitch on 737 MAX affects flight path landing procedures
Boeing disclosed a 737 MAX software issue tied to landing procedures, pressuring the stock as analysts weigh the risk of a stalled MAX line and its orders and l
TIKR.com · +13 outlets
GE Aerospace ships redesigned engines to Boeing in bid to keep 777X on track
Delivery of the redesigned engines is a key milestone for the long-delayed 777X widebody program.
Yahoo Finance · +6 outlets
GE Aerospace agrees $12 billion acquisition, weighing margin against growth
Analysts are debating whether the large deal, paired with margin pressure, still leaves GE Aerospace the best aerospace stock to own.
Trefis · +3 outlets
GE Aerospace reaches GEK800 cruise missile engine ignition milestone
The ignition test advances GE's push into defense propulsion for cruise missiles.
Yahoo Finance · +4 outlets
Caterpillar seen surging on $72 billion data center backlog
Caterpillar's data center power and equipment backlog has become a central bull case for the stock.
Trefis · +14 outlets
Trade groups urge USTR to extend pause on China-linked ship fees
The National Retail Federation and peers say a continued halt would ease uncertainty as transportation costs stay elevated.
Supplychaindive · +5 outlets
Pentagon expands BuildFreedom.US defense workforce program to Ohio, Illinois and Wisconsin
The initiative, launched in July, aims to build awareness of AI-proof jobs in the defense industrial base's talent pipeline.
Manufacturingdive · +2 outlets
Canada-Saab deal for six GlobalEye aircraft raises Arctic security and industrial questions
The agreement could shape Arctic surveillance capability and Canadian industrial participation, with implications for Bombardier and TSX names.
kalkine.ca · +6 outlets
Piper Sandler names top industrial software stocks amid market shift
The note highlights industrial software names as the sector's positioning shifts.
Yahoo Finance · +7 outlets
Canada's new Germany security agreement covers defense, AI and critical technologies
The partnership could affect TSX-listed defense and technology stocks.
kalkine.ca · +14 outlets
Industrial stocks fall; Iowa to open a new steel mill
The industrials roundup noted broad weakness alongside news of a new Iowa steel mill.
marketscreener.com · +14 outlets
FTAI Aviation acquires 27 Boeing 737-700s to expand aviation businesses
The aircraft purchase adds to FTAI's leasing and aftermarket aviation portfolio.
TradingView · +9 outlets
GE Vernova T&D India Q1FY27 profit rises 25%, backlog hits INR 209.3B
The India-listed transmission and distribution arm posted profit growth and a record backlog, and closed its trading window ahead of results.
scanx.trade
GE Vernova weighed against a $470 sell call versus growth case
Analysts are debating whether GE Vernova's valuation leaves room for its growth outlook.
AD HOC NEWS · +1 outlets
GE HealthCare gets Needham $93 target; Q2 results in focus
Needham's price target comes as investors review GE HealthCare's Q2 performance in healthcare equipment.
AD HOC NEWS · +3 outlets
Honeywell sets October 22 results date; competitors compared
Honeywell scheduled its quarterly results while analysts compared its aerospace unit against rivals.
AD HOC NEWS
Emerson Electric's new Qatar service center plan prompts valuation debate
Investors are asking whether Emerson's Middle East service expansion justifies its current valuation.
simplywall.st · +1 outlets

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