Boeing wins $20B US Navy F/A-XX next-generation stealth fighter contract, beating Northrop
The award hands Boeing a decades-long defense revenue stream and marks a major rebound for its fighter franchise.
TIKR.com · +14 outlets
GE Vernova shares jump as revenue rises 22% and orders surge; board declares dividend
The power equipment maker's order growth signals strong demand for grid and gas turbine equipment tied to data center electricity needs.
Traders Union · +11 outlets
Boeing's SPEEA engineers ratify contract, averting West Coast strike
The deal covers roughly 10,000 unionized employees across Washington, Oregon, Utah and California ahead of an Oct. 6 expiration.
Manufacturingdive · +4 outlets
US manufacturing expands in September but policy uncertainty weighs on sentiment
ISM survey respondents cited an inability to rely on steady economic policy as a drag despite the sector staying in expansion.
Supplychaindive · +14 outlets
Honeywell reports fiscal Q1 2026 results and holds $251.88 consensus price target
Analysts remain divided on Honeywell after a steep share decline, with Wells Fargo starting coverage at Equal Weight.
MarketBeat · +4 outlets
Caterpillar opens $1 billion factory to expand compact equipment production
The investment expands Caterpillar's compact equipment capacity amid soft construction demand.
Yahoo Finance UK · +14 outlets
GE Aerospace draws analyst attention ahead of Q3 earnings; Wells Fargo stays Buy
Coverage focuses on CFM56 engine retirements and the durability of aftermarket revenue heading into the third quarter report.
theglobeandmail.com · +7 outlets
Boeing to report Q3 2026 results on October 27 with CEO and CFO call
The scheduled report comes as investors watch Boeing's defense wins and commercial delivery recovery.
Pluang · +10 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
GE HealthCare raises dividend and gets upgraded to Buy as shares stay undervalued
The dividend increase and upgrade follow a 21% share decline that some analysts see as excessive.
AD HOC NEWS · +4 outlets
California's Newsom signs explosive chemical safety law after GKN Aerospace spill
The bill was reworked following a May chemical spill at a Boeing supplier facility that forced a five-day evacuation.
Manufacturingdive · +13 outlets
Walmart to build $300M Ohio fulfillment center for oversized goods
The Cincinnati-area facility will handle large, non-sortable items like televisions and furniture.
Supplychaindive · +6 outlets
Morgan Stanley calls beaten-down Boeing stock a buying opportunity
The analyst view lands after Boeing shares fell sharply through the summer and fall.
AOL.com · +4 outlets
USPS and Amazon launch same-day delivery pilot
Amazon orders placed later in the day would be eligible for same-day service through the Postal Service.
Supplychaindive · +14 outlets
Daimler Truck bets on owning the entire autonomous truck system
The strategy keeps autonomous driving hardware and software in-house rather than relying on outside suppliers.
FreightWaves · +8 outlets
Ford, JPMorgan and Michigan plan aside, Q3 industrial earnings season comes into focus
Investors are positioning around industrial names ahead of third-quarter results.
Investing.com
Cramer likes HEICO but warns on aerospace and Boeing exposure
The commentary highlights caution around aerospace suppliers tied to Boeing's production rates.
Yahoo Finance · +1 outlets
Deere holds Moderate Buy consensus as shares sit 6.89% below their high
Analyst sentiment stays positive after Deere reported 5% fiscal Q3 revenue growth.
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