GE Vernova Q2 earnings miss; CEO raises guidance, says data center orders doubled 2025 total
The power equipment maker's stock fell on the quarterly miss even as management pointed to surging data center order intake as a driver of higher full-year guid
Stocktwits · +14 outlets
Boeing wins $14.70 billion contract; Bernstein cuts price target to $278 on cash flow opacity
The dual headlines reflect continued scrutiny of Boeing's cash generation even as it books a large new order.
Yahoo Finance · +2 outlets
Honeywell faces Honeywell Aerospace (HONA) securities class action with Nov 23 deadline
Two law firms are soliciting investors for a securities class action tied to Honeywell Aerospace Inc., the recently separated aerospace unit trading as HONA.
GlobeNewswire · +8 outlets
Caterpillar discloses $1 billion move as North Carolina plant expansion draws scrutiny
Analysts are weighing whether Caterpillar earnings can keep growing once dealer restocking ends, with a new North Carolina plant expansion in the mix.
Simply Wall Street · +4 outlets
GE Aerospace partners with Shield AI and WZL-2 to boost F110 engine work
The partnership extends GE Aerospace's defense engine franchise; Susquehanna set a $430 price target on the shares.
GuruFocus · +5 outlets
Walmart opens 900,000-square-foot automated California facility to speed West Coast fulfillment
The site's automated storage and retrieval system is aimed at raising order capacity and cutting shipping times on the West Coast.
Supplychaindive · +14 outlets
BD strikes supply chain pact with Trump administration, trading US production for tariff relief
The medical consumables maker plans to lift domestic output in exchange for relief from future tariffs on its products.
Supplychaindive · +14 outlets
Honeywell wins $300 million refinery role; 26 analysts rate the stock Hold
The refinery contract adds to the industrial software and automation narrative that analysts are watching at Honeywell.
ad-hoc-news.de · +3 outlets
Deere gets JPMorgan price target hike to $625 as stock sits 10% below yearly high
Analysts remain constructive on Deere even after a large multi-year run, citing agricultural equipment demand.
ad-hoc-news.de · +2 outlets
Saudi industrial slump deepens, undershooting market expectations
Weakness in Saudi industrial activity adds to concerns about non-oil growth in the kingdom.
The Globe and Mail · +1 outlets
Senior plc stock in focus amid possible offer; Rotork pinned to ABB takeover terms
UK engineering names are drawing takeover attention, with Senior exploring an offer, ABB's terms on Rotork and Vesuvius weighing a proposal.
Kalkine Media
Zebra Technologies valuation questioned after automation-fueled rally
Coverage weighs whether Zebra's earnings momentum justifies its share price after a strong run tied to automation demand.
Yahoo Finance · +2 outlets
Hexcel upgraded at Seaport Research on defense growth and aerospace recovery
The upgrade cites improving defense demand and a recovering commercial aerospace market for the composites maker.
TradingView · +2 outlets
Wall Street ends mixed as Dow gains 0.38% while tech and chip stocks weigh
US stocks closed divided as oil jumped ahead of a heavy earnings week featuring Walmart, Target and Home Depot.
Investing.com · +14 outlets
Analysts bullish on Delta Air Lines and Electro Optic Systems among industrial goods names
The screen highlights analyst optimism on an airline and a defense electronics supplier.
The Globe and Mail
Park Aerospace shares fall 11% after Q2 earnings; long-term growth seen intact
The composites supplier sold off on its quarterly results despite coverage flagging sustained long-term growth prospects.
Pluang
Dow components representing 25% of ETF assets report earnings this week
Five major Dow constituents due to report account for roughly a quarter of the index ETF's assets.
TradingView · +1 outlets
Industrial stocks stand out for profitability as Q3 earnings season begins
Screens flag highly profitable industrials and gearbox, pump and abrasive makers ahead of the Q3 reporting period.
TradingView