GE Aerospace Q3 earnings preview: Street expects $2.01 EPS ahead of Oct. 20 report
The engine maker's quarterly results and guidance will be a key read on aerospace aftermarket demand and defense propulsion growth.
AlphaStreet · +9 outlets
Honeywell set to report Q3 earnings, with shares seen swinging 5% on Oct. 22 results
Honeywell's results and Mizuho's target cut come as the industrial conglomerate weighs a separation of its automation and aerospace businesses.
Investing.com · +8 outlets
Boeing draws Wall Street bulls despite 26% slump from January high
Analysts remain positive on Boeing ahead of Q3 earnings even as the stock sits well below its early-2026 peak and RBC cuts its price target.
TradingView · +4 outlets
GlobalFoundries to build $21B New York fabs under US-Japan trade deal
The multibillion-dollar project aims to accelerate US semiconductor manufacturing capacity for automotive and industrial customers.
Supplychaindive · +14 outlets
Applied Materials opens $5B semiconductor innovation center in Sunnyvale
The EPIC Center is billed as the world's largest semiconductor equipment and process technology R&D facility.
Manufacturingdive · +10 outlets
GE Vernova down 5.5% after AI power deal with Venture Global
The power equipment maker's gas and grid business is being framed as a key bottleneck play for AI data center electricity demand.
Yahoo Finance · +6 outlets
Alcoa to sell part of Massena East site for $315M
The aluminum producer is also progressing its multibillion-dollar acquisition of South32 assets in Australia, Brazil and South Africa.
Manufacturingdive · +5 outlets
Avio outlines plan to meet US solid rocket motor demand with Virginia plant
The Italian defense group's US subsidiary is targeting Pentagon demand for more weapons systems and the workforce to build them.
Manufacturingdive
US manufacturing tech orders hit third-highest monthly total: AMT
Caterpillar, Hewlett Packard Enterprise and others announced workforce and facility investments in the same week.
Manufacturingdive · +6 outlets
FMC proposes $200,000 per-voyage fee on Spanish-flagged vessels
The Federal Maritime Commission also wants to restrict certain goods from Spain, escalating a trade dispute over shipping access.
Supplychaindive · +14 outlets
FedEx, UPS Q4 delivery prices set for record high: TD Cowen/AFS
Peak season surcharges are expected to offset the relief shippers saw in Q3 from easing fuel prices and higher discounting.
Supplychaindive · +5 outlets
Intel shares fall 4.25% after fatal factory blast; output impact unclear
The incident raises uncertainty over production at the affected site as Intel works to stabilize its manufacturing roadmap.
Yahoo Finance · +1 outlets
Honeywell expands Forge platform with operational AI capabilities
The industrial software push targets plant operators seeking measurable returns from AI and automation investments.
Facilities Dive · +14 outlets
California diesel stays above $8 per gallon as truckers seek relief
Elevated fuel costs could persist well into next year, pressuring freight operators' margins.
Supplychaindive · +4 outlets
Oppenheimer cuts Caterpillar price target to $1,009
The target change comes amid broader analyst repositioning on machinery and power equipment names.
ad-hoc-news.de · +8 outlets
JPMorgan raises Deere price target to $625 from $585
The upgrade in price target reflects expectations for the agricultural equipment maker's demand outlook.
ad-hoc-news.de · +6 outlets
Susquehanna cuts GE Vernova price target to $1,270
The reduced target follows a sharp move in GE Vernova shares around its Venture Global power deal.
ad-hoc-news.de · +1 outlets
Evos raises $9M to build AI operators for industrial businesses
The funding adds to a wave of startups pitching AI software that runs industrial operations with less manual oversight.
FreightWaves · +1 outlets