Honeywell raises 2026 outlook as Q3 shows margin expansion; aerospace target lifted to $213
Honeywell's stronger guidance and margin gains come as it prepares to separate its aerospace unit, making the operational momentum a key test for the breakup th
ad-hoc-news.de · +10 outlets
GE Vernova slides ahead of Oct 28 earnings on slowing data center orders and weak wind business
Investors are weighing GE Vernova's $176B backlog against a contracting wind segment and the CEO's earlier warning that data center order growth would decelerat
TOKENPOST · +9 outlets
Boeing nears Q3 earnings after FAA clears 737 MAX 10, with 777 freighter shutdown in view
The MAX 10 certification is a long-delayed regulatory milestone, but Boeing's earnings and cash flow remain pressured by the 777 freighter halt.
TIKR.com · +10 outlets
GE Aerospace Q3 beat lifts outlook; stock trades at 40x cash flow on engine franchise
GE Aerospace's earnings beat reinforces its position as a dominant engine maker, though the premium multiple leaves little room for disappointment.
BigGo Finance · +4 outlets
Caterpillar's $72B backlog in focus as its AI-linked segment grows 72%
Caterpillar's power and energy segment is being recast as an AI data center play, with the backlog seen as a buffer against the stock's recent slump.
24/7 Wall St. · +5 outlets
Audi defends $4 billion US factory in Georgia after Trump talks
The plant would expand Audi's US manufacturing footprint amid tariff and trade pressure on foreign automakers.
Euronext Markets · +13 outlets
Earnings scoreboard: 82% of firms beat EPS estimates, 79% post year-over-year growth
The broad beat rate points to resilient corporate profitability heading into a heavy week of Big Tech and industrial results.
TradingView · +3 outlets
Earnings week ahead: Microsoft, Alphabet, Amazon, Exxon, Boeing and Verizon report
A dense week of results spans Big Tech, energy and aerospace names, with Boeing central to the industrials read-through.
TradingView · +13 outlets
Symbotic shares drop as investors reassess warehouse automation growth
Symbotic's decline reflects investor scrutiny of warehouse automation demand after a period of aggressive expectations.
Simply Wall Street · +4 outlets
AeroVironment valuation back in focus on new partnerships and Oppenheimer call
The coverage highlights debate over defense drone maker AeroVironment's valuation after its run-up.
Simply Wall Street
UiPath gets buy rating as investors weigh earnings outlook and valuation
UiPath's automation narrative is under review after a soft earnings outlook, with analysts debating whether the selloff makes it cheap.
Simply Wall Street · +9 outlets
Applied Industrial Technologies board changes and automation growth draw attention
Board appointments come as the distributor leans into automation to strengthen its industrial supply growth case.
Simply Wall Street · +3 outlets
Autoliv earnings miss prompts reassessment of auto supplier narrative
The miss puts auto safety supplier Autoliv's margin and demand outlook under renewed scrutiny.
Simply Wall Street
Oceaneering International moves after mixed earnings
Mixed results pushed shares as investors weighed the offshore energy services provider's outlook.
Simply Wall Street · +6 outlets
Cognex resets growth expectations as investors question full pricing
The machine vision company's revised growth trajectory leaves its valuation under debate.
Simply Wall Street · +2 outlets
ESAB bull case under review after AI welding cobot launch
ESAB's AI-enabled cobot launch is seen as a potential driver of its welding equipment growth narrative.
Simply Wall Street
Tennant draws fresh investor attention
The floor cleaning equipment maker is back in focus as investors reassess its fundamentals.
Simply Wall Street
Nordson draws fresh attention
Investors are revisiting precision dispensing maker Nordson's investment case.
Simply Wall Street