Caterpillar posts record $20.7B quarter as backlog nears $78B, but shares plunge about 10% on unchanged outlook
The heavy equipment maker beat on profit and logged its highest-ever quarterly sales on data center power demand, but kept its annual sales forecast unchanged,
Manufacturingdive · +15 outlets
Honeywell Aerospace beats Q3 estimates and raises guidance, but shares slide about 10% on modest growth
The recently spun-off aerospace unit beat estimates and lifted its outlook, yet investors punished the stock over margin reset and tepid growth.
BigGo Finance · +14 outlets
GE Vernova Q3 earnings call highlights order growth, pricing and grid expansion
The power equipment maker's results and commentary underscored strong electrification demand, with HSBC upgrading the stock to buy on a recovering wind business
Yahoo Finance · +14 outlets
Boeing posts $551M loss for first three quarters as $745B backlog fails to stop post-earnings selloff
Boeing's commercial airplane profits dipped despite higher revenue, and analyst questions centered on cash flow and next catalysts.
BigGo Finance · +8 outlets
Fed holds rates steady despite accelerating inflation, two policymakers dissent
Two FOMC members dissented in favor of a quarter-point rate hike, signaling a split on the path of policy.
Supplychaindive · +14 outlets
Trump opts for trade talks over tariffs on robotics and industrial machinery
The president directed cabinet officials to negotiate on imports flagged by a Section 232 probe, the second such move this month.
Manufacturingdive · +8 outlets
Airbus earnings drop after quality snags slow jet deliveries
The European planemaker's profit fell as production quality issues delayed aircraft handovers.
Bloomberg.com · +1 outlets
GE HealthCare beats on Q3 and raises outlook, shrugging off AI concerns
The medical imaging maker's earnings beat and higher guidance were discussed by its CEO alongside the impact of AI on the business.
Simply Wall St · +2 outlets
North American robot orders grew nearly 25% in Q3, strongest quarter of 2026
A3 attributed the jump to substantial increases in orders from semiconductor, biopharmaceutical and automotive industries.
Manufacturingdive · +4 outlets
GM confirms Lansing Delta Township plant will build hybrid vehicles with restructured $500M DOE grant
The automaker and the Department of Energy are reworking a previously awarded grant to support the hybrid investment.
Manufacturingdive · +12 outlets
USDA to fund 8 fertilizer manufacturing projects totaling more than $1.3B
The agency said the projects aim to add domestic production capacity, lower prices and reduce reliance on foreign nutrients.
Supplychaindive · +4 outlets
Reshoring and foreign direct investment added 247K jobs in 2025, report says
The Reshoring Initiative expects 25% growth in 2026, with transportation announcing the most reshored jobs.
Manufacturingdive · +2 outlets
Walmart plans $400M Texas distribution center in Cibolo
The retailer expects to break ground on the more than 744,000-square-foot facility in February.
Supplychaindive · +6 outlets
Hudbay approves Copper World mine build
The miner greenlit construction of the Arizona copper project, adding long-term supply for electrification demand.
Kalkine Media · +14 outlets
UPS aims to double RFID-labeled volume from customer locations
CEO Carol Tome said 6 million packages a day will benefit from the offering in 2027, improving shipper visibility.
Supplychaindive · +3 outlets
FedEx Freight shipments drop but fuel and rates lift revenue
The freight unit offset lower shipment volumes with higher fuel surcharges and rates.
Journal of Commerce · +9 outlets
Anthropic's up to $567B compute commitment spotlighted as a demand driver for industrial stocks
Coverage argued that large-scale AI infrastructure spending flows to industrial suppliers of power and construction equipment.
The Motley Fool
FedEx draws parcel-focused shippers to its air freight services
Air freight demand from traditionally parcel-centric customers is rising as the carrier targets high-value segments like AI and data centers.
Supplychaindive