Archive snapshot · Industrials
Tue, Oct 27, 9:32 PM ET
Boeing shares plunge after Q3 miss, 737 Max production ramp slips to late 2027
Boeing's commercial unit lost $697 million and management said the 737 Max rate hike to 47 a month will slip into late 2027, pushing its cash recovery further o
Investopedia · +15 outlets
GE Vernova set to report Q3 earnings Wednesday with backlog growth in focus
GE Vernova's quarterly report is the first major read on grid and power equipment demand since the data center buildout accelerated.
Barron's · +14 outlets
Tesla begins Optimus humanoid production in California, shipments eyed for 2027
Musk said customer shipments of Optimus could begin next year as Tesla builds out the humanoid line at its Fremont plant.
Manufacturingdive · +9 outlets
Audi to invest $4B in first US plant in Georgia, up to 200,000 vehicles a year
Audi's first U.S. assembly plant is slated to break ground in 2027, adding capacity for up to 200,000 vehicles a year.
Manufacturingdive · +13 outlets
Caterpillar Q3 earnings preview: what to watch beyond headline estimates
Caterpillar's Q3 report is a key read on construction and mining equipment demand amid mixed global industrial activity.
Yahoo Finance · +7 outlets
Boeing reports 15% rise in defense revenue in Q3, shuns fixed-price deals
Defense revenue rose 15% to $7.94B as the company moves away from fixed-price contracting after fighter wins.
Defensehere · +4 outlets
Nvidia Korea visit fuels rally in Asian robotics stocks on physical AI hopes
Nvidia's Korea visit lifted local robotics shares on expectations for physical AI, alongside a broader regional rally ahead of Samsung and SK hynix results.
Chosunbiz · +9 outlets
Honeywell Aerospace and GE Aerospace Q3 results draw analyst focus
Honeywell's aerospace unit and GE Aerospace both report, with analysts focused on margin trajectory.
Yahoo Finance · +4 outlets
Carrier Global to spend more than $600M on Fort Worth, Texas campus
The new Fort Worth manufacturing and engineering center expands U.S. capacity for advanced thermal management systems.
Manufacturingdive · +4 outlets
Boeing's 737-7 and 737-10 win FAA certification as backlog hits $745B
Certification of the 737-7 and 737-10 clears the path for Boeing's largest Max variants.
Avi-Go · +2 outlets
UPS plans 5.9% rate increase effective Dec. 21
UPS's average rate increase matches FedEx's upcoming bump, with additional changes to come.
Supplychaindive · +2 outlets
C.H. Robinson expands AI automation across ocean, air freight and customs
The freight broker is extending machine learning automation to ocean, air and customs brokerage operations.
Container News · +7 outlets
UPS heads into peak season with less Amazon volume in tow
UPS expects U.S. volume to dip year over year in Q4 but sees other customer segments lifting revenue.
Supplychaindive · +5 outlets
USTR weighs extending pause on China-linked vessel fees to January
The suspension of U.S. fees on China-linked vessels is set to lift Nov. 9, and more time would allow further negotiations.
Supplychaindive · +11 outlets
Inside FedEx's Network 2.0 overhaul at Dallas-area facility
A Dallas-area facility shows how FedEx is integrating sorting and delivery across its nationwide network.
Supplychaindive · +3 outlets
CSX sees rail conversion opportunities from battered trucking market
CSX is reviewing shipper truckload files to pitch intermodal conversions as trucking rates stay weak.
Supplychaindive · +3 outlets
FCC grants Intel 1-year waiver to use foreign-made robots
The chipmaker sought the waiver to avoid operational disruption from a lack of domestic robotics alternatives.
Manufacturingdive · +1 outlets
Kroger taps RFID and computer vision to improve inventory management
The grocer is sharing machine learning insights with suppliers and piloting RFID at 1,500 store bakeries.
Supplychaindive

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