Boeing wins $20B Navy next-generation stealth fighter contract, beating Northrop
The award opens a decades-long defense revenue stream for Boeing and marks a major setback for Northrop Grumman in the Navy's next fighter program.
TIKR.com · +14 outlets
Boeing engineers ratify 4-year contract with immediate 10% raise, avoiding West Coast strike
Nearly 10,000 SPEEA-represented Boeing engineers approved the deal before the contract's Oct. 6 expiration, averting a strike at facilities in Washington, Orego
Manufacturingdive · +5 outlets
Caterpillar commits $1 billion to U.S. plant and dealer acquisition
The investment expands Caterpillar's domestic manufacturing footprint and dealer network amid broader industrial reshoring and tariff pressures.
Manufacturingdive · +2 outlets
GE Vernova shares jump nearly 5% after revenue rises 22% and orders surge
The power equipment maker's order growth and expanded gas capacity are driving investor optimism about its turbine and grid businesses.
Traders Union · +14 outlets
U.S. manufacturing expands in September, but policy uncertainty weighs on sentiment
The ISM index stayed in expansion territory, yet manufacturers cited an inability to rely on steady economic policy as a growing concern.
Supplychaindive · +14 outlets
Manufacturers back Senate permitting reform bill, NAM says sector is 'all in'
The bill aims to cut red tape and accelerate environmental permitting for major infrastructure projects, and now awaits Senate consideration.
Manufacturingdive · +3 outlets
Deere raises 2026 outlook, signaling a shift in its business mix
The updated guidance comes as analysts hold a Moderate Buy consensus and Bernstein maintains a Hold with a $580 target.
Simply Wall Street · +10 outlets
Manufacturing adds 9,000 jobs in September; August revised down to 15,000
Plastics and rubber products led gains with 4,600 jobs, while paper, furniture and related segments each shed at least 2,000 positions, per BLS data.
Manufacturingdive · +8 outlets
Ikea taps Kodiak for driverless long-haul trucking between Dallas and Houston
The unsupervised freight service, set to launch by end of 2026, is an early commercial test of autonomous long-haul trucking.
Supplychaindive · +7 outlets
Honeywell wins $300 million role; Goldman raises price target
The contract win and analyst target increase come as Honeywell's consensus price target sits near $251.88.
AD HOC NEWS · +3 outlets
Walmart to build $300 million Ohio fulfillment center for oversized goods
The Cincinnati-area facility will specialize in large non-sortable items like televisions and furniture, deepening Walmart's e-commerce logistics network.
Supplychaindive · +13 outlets
California signs chemical safety law after GKN Aerospace spill
The bill was reworked following a May chemical spill at GKN Aerospace's Garden Grove facility; the Boeing supplier agreed to pay up to $100 million to reimburse
Manufacturingdive · +13 outlets
GE HealthCare raises dividend to $0.04 per share
The dividend increase follows a 21% share decline that some analysts view as leaving the stock undervalued.
AD HOC NEWS · +9 outlets
Puma picks Maersk to run its North America distribution network
Capacity across three Puma U.S. distribution centers will be made available to other Maersk customers under the agreement.
Supplychaindive · +3 outlets
GE Aerospace draws analyst attention; Wells Fargo trims target to $380
Wells Fargo maintained a Buy rating while lowering its price target, as the company remains a focal point for industrial investors.
AD HOC NEWS · +4 outlets
U.S. stocks close higher, Dow up 0.49%
Chipmaker strength helped lift major indexes as investors looked past geopolitical tensions.
Investing.com · +14 outlets
Google's Georgia nuclear move puts two industrial builders in focus
The data center power deal highlights growing industrial demand tied to nuclear generation for AI infrastructure.
The Motley Fool
AutoZone opens 16 mega hubs this quarter, 39 year-to-date
The auto parts retailer is expanding its domestic distribution network to speed inventory replenishment.
Supplychaindive