Archive snapshot · Industrials
Wed, Oct 7, 9:32 PM ET
Boeing wins $14.7B PAC-3 MSE seeker contract from Lockheed Martin
The deal lets Boeing continue triple production of the seeker component, with some contract terms still to be finalized.
Manufacturingdive · +14 outlets
Anduril and US Navy to build $6.6B Arsenal-2 shipyard in Maryland
The facility will make components for Virginia-class submarines and follows DOD's Project Meridien initiative.
Manufacturingdive · +13 outlets
Schneider Electric to acquire PTC in its largest-ever deal
The French industrial giant is buying the US software company in a move that reshapes industrial automation and design software.
Morningstar · +14 outlets
Boston Dynamics hires ex-Amazon AI leader Rohit Prasad as CEO
Prasad, who scaled Alexa and Nova, takes over as the robotics company pushes into physical AI.
Manufacturingdive · +8 outlets
Caterpillar drops 6% as industrials sell off with Treasury yields at 20-year high
Deere fell 4% and PACCAR eased as rising long-term yields pressured rate-sensitive industrial names.
24/7 Wall St. · +14 outlets
BD strikes $19B supply chain pact with Trump administration
BD will expand US production of medical consumables in exchange for relief from future tariffs on its products.
Manufacturingdive · +2 outlets
Bayer to invest $2.2B in Ohio pharmaceutical facility
The modular campus will use advanced digital and automation technologies, with the first phase targeted for 2031.
Manufacturingdive · +14 outlets
GE Vernova declares dividend as AI power valuation draws fresh focus
Analysts and investors continue to debate the stock's AI-driven power demand story after a strong month.
Simply Wall Street · +5 outlets
Driverless freight trucks begin autonomous operations in Ohio
The launch marks another step in the commercial deployment of autonomous trucking on US highways.
WSYX · +14 outlets
Deere joins Yamaha collaboration as federal inquiry weighs on the stock
Bank of America raised its Deere price target even as investors weigh ag weakness against stronger earnings.
AD HOC NEWS · +1 outlets
USTR opens next stage of USMCA review, seeks public comment
The move follows the US decision this summer not to extend the trade pact under its annual review process.
Supplychaindive · +13 outlets
Diesel supply crunch threatens to hit CFOs through freight contracts
Chevron's CFO expects energy prices to stay elevated while a trucking CEO says pre-spike contracts are hurting margins.
Supplychaindive · +2 outlets
Air freight shippers shift to shorter contracts as uncertainty persists
Three-month agreements rose to 60% of new shipper contracts in Q3 from 47% in Q2, Xeneta reported.
Supplychaindive · +3 outlets
US stocks close lower as Dow falls 0.66% on rising yields
Wall Street retreated as bond yields and oil rebounded and investors awaited Fed minutes.
Investing.com · +14 outlets
McCormick lifts inflation forecast citing higher freight and input costs
The spice maker is offsetting the impact through pricing, productivity measures and a Mexico subsidiary acquisition.
Supplychaindive · +2 outlets
GE Aerospace earnings in focus as Wells Fargo cuts price target to $380
Analysts flag strong engine demand ahead of the company's October 20 results.
AD HOC NEWS · +7 outlets
Tractor Supply opens Idaho distribution center with automation and AI team
The Nampa site will serve 123 stores and includes a group dedicated to practical AI for operations.
Supplychaindive
Honeywell heads toward October 22 results as analysts diverge
Investors are weighing the company's breakup plan and Solstice spinoff against split analyst targets.
AD HOC NEWS

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