Archive snapshot · Industrials
Wed, Sep 30, 9:32 PM ET
Boeing wins over $20B US Navy F/A-XX fighter contract; shares rise
The award lifts Boeing's defense backlog and comes as analysts debate whether the stock's recent selloff was overdone.
simplywall.st · +14 outlets
Trump unveils plans for $15B Mesabi Metallics steel mill in Iowa, largest in US
The facility would add 10 million tons of annual capacity and 1,750 jobs, alongside a $3B Minnesota iron ore mine investment.
Manufacturingdive · +14 outlets
Ford, JPMorgan Chase and Michigan launch $3B manufacturing initiative
The partnership targets scaling challenges in robotics, automation and critical minerals processing.
Manufacturingdive · +5 outlets
Private investment gaps persist in US defense, AIA and Bain report finds
The report says private capital could help the industry meet surging munitions demand amid global threats.
Manufacturingdive · +3 outlets
Morgan Stanley sees buying opportunity in beaten-down Boeing stock
The call follows a sharp pullback in Boeing shares and scrutiny of its cash generation outlook.
thestreet.com · +5 outlets
Caterpillar opens $1B factory expansion for compact equipment; shares slip 1.2%
The expansion underscores Caterpillar's push into smaller construction machines amid mixed analyst views on the stock.
Yahoo Finance UK · +4 outlets
Honeywell Aerospace to report Q3 results October 28; faces class action and mixed analyst calls
Honeywell's aerospace unit is drawing investor attention after a steep share slide and a pending class action lawsuit.
AD HOC NEWS · +5 outlets
GE Aerospace Q3 2026 earnings preview; stock down 18% from August record
Investors are weighing CFM56 engine retirement data and aftermarket trends ahead of the quarterly report.
Barchart.com · +7 outlets
Boeing to report Q3 2026 earnings October 27 with CEO and CFO call
The results will be the first major test of Boeing's recovery narrative since winning the Navy fighter award.
Pluang · +7 outlets
GE Vernova declares fourth quarter 2026 dividend
The payout comes as analysts remain divided on the power equipment maker's valuation.
Business Wire · +14 outlets
Amazon, US Steel, Pirelli lead new facility investments; Eli Lilly breaks ground in Houston
The flurry of plant and distribution center investments reflects continued industrial onshoring activity.
Supplychaindive · +1 outlets
USPS and Amazon partner on same-day delivery pilot
Later-in-the-day Amazon orders would qualify for same-day service through the Postal Service.
Supplychaindive · +14 outlets
GE HealthCare upgraded to Buy
The upgrade reflects improving outlook for the medical imaging and diagnostics maker.
Yahoo! Finance Canada · +14 outlets
Deere reports 5% fiscal Q3 revenue growth
The agricultural equipment maker's revenue growth was noted as the stock remains a trending name.
AD HOC NEWS · +14 outlets
Washington's manufacturing incentive approach shifts toward sector-specific tools
A Commerce Department report details the current incentives available alongside tariffs.
Manufacturingdive · +5 outlets
Maersk expands US logistics capabilities beyond ocean freight
The carrier is integrating ground freight, e-commerce and air freight with its contract logistics arm.
Supplychaindive · +14 outlets
Ten industrials stocks suffer steepest September declines
The XLI industrial sector gauge lagged in September as several names sold off sharply.
Seeking Alpha
Amazon rolls out new capabilities for bulky package shippers
The upgrades include pre-negotiated LTL rates and regional delivery pricing for large items.
Supplychaindive

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