Archive snapshot · Industrials
Wed, Oct 28, 9:31 AM ET
Boeing shares plunge about 11% as 737 Max ramp slips to late 2027, free cash flow outlook weakens
Boeing's Q3 loss came in wider than expected and its key 737 production rate increase is pushed into 2027, dragging the stock to one of its worst days and promp
Investopedia · +14 outlets
GE Vernova beats Q3 estimates, raises 2026 revenue guidance and agrees to buy Trench Group for $9B
The grid equipment maker posted 27% revenue growth and surging orders, and the Trench acquisition expands its electrical transmission portfolio as AI data cente
Yahoo Finance · +15 outlets
GE HealthCare beats Q3 estimates and raises 2026 adjusted EPS outlook, shares climb
GE HealthCare reported 7.2% revenue growth to $5.5B and expanding margins, with adjusted EPS up sharply year over year.
marketscreener.com · +14 outlets
Tesla begins Optimus humanoid production in Fremont, customer shipments possible in 2027
Musk said on an earnings call that Tesla has started building Optimus robots in California, a step toward commercial machine labor.
Manufacturingdive · +14 outlets
Audi to invest $4B in its first US plant in Georgia, capacity up to 200,000 vehicles
Construction is slated to start in 2027 with first vehicles in the early 2030s, expanding the Volkswagen unit's US manufacturing footprint.
Supplychaindive · +14 outlets
Carrier Global to spend over $600M on Fort Worth, Texas manufacturing and engineering campus
The new center expands US capacity for advanced thermal management systems.
Manufacturingdive · +14 outlets
Caterpillar Q3 earnings preview: what to watch ahead of the Oct. 29 report
Investors are focused on Caterpillar's Q3 results and outlook amid debate over valuation and demand.
Yahoo Finance · +14 outlets
UPS plans 5.9% average rate increase effective Dec. 21, matching FedEx
UPS also expects US volumes to dip year over year in Q4 as it carries less Amazon volume.
Supplychaindive · +3 outlets
Nvidia Korea visit fuels rally in Korean robotics stocks on physical AI hopes
Korean and Chinese robotics names drew rotational buying on optimism about AI-driven automation, with Rokae shipping 10,000 humanoid arms.
아시아경제 · +10 outlets
GE Aerospace fair value estimate raised on margin growth trajectory
Morningstar lifted its fair value estimate for GE Aerospace citing stronger margins, a read-through for the engine maker's profit outlook.
Morningstar · +12 outlets
Honeywell Automation shares fall 3% despite better Q2 earnings
Honeywell's automation unit reported improved results but the stock slid, with analysts debating the timing of energy cycle gains.
TradingView · +14 outlets
USTR weighs extending pause on China-linked vessel fees to January
The current suspension is set to lift Nov. 9, with more time intended to allow US-China negotiations.
Supplychaindive · +3 outlets
SK hynix's $45B shareholder return plan lifts chip stocks
The memory maker's capital return announcement boosted semiconductor shares across Asian markets.
매일경제 · +10 outlets
C.H. Robinson expands AI automation to ocean freight, air cargo and customs brokerage
The freight broker is widening machine learning tools beyond its core truckload operations.
Yahoo Finance · +8 outlets
FCC grants Intel a one-year waiver to use foreign-made robots at its plants
Intel petitioned the agency to avoid operational disruptions given a lack of domestic robotics alternatives.
Manufacturingdive · +8 outlets
Kroger deploys RFID and computer vision to boost inventory management across 1,500 bakeries
The grocer is feeding machine learning insights to suppliers to improve product availability.
Supplychaindive · +1 outlets
FedEx's Network 2.0 overhaul on display at Dallas-area sorting facility
The integrated network approach combines sorting and delivery operations as FedEx restructures its parcel system.
Supplychaindive · +1 outlets
USPS to debut weekly fuel surcharge in 2027, matching FedEx and UPS practice
The fee will be tied to diesel and jet fuel prices, which have climbed this year.
Supplychaindive · +1 outlets

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