Caterpillar Q3 revenue of $20.7B misses consensus, shares slump about 10% in biggest gap down since 2002
The machinery maker's results beat on profit but came in light on revenue, and management's commentary left open questions on tariffs and backlog, sending the s
Opening Bell Daily · +13 outlets
Honeywell Aerospace Q3 beats with stronger margins and higher outlook, but stock slips on supply chain concerns
Honeywell's aerospace unit raised guidance on robust demand, yet investors focused on tight supply conditions and the resulting margin debate.
ad-hoc-news.de · +13 outlets
Boeing 737 production delays draw investor scrutiny as analysts weigh output impact
Questions about 737 build rates come alongside record defense backlogs and improved sentiment from Bernstein's reaffirmed Buy rating.
Simply Wall St · +3 outlets
GE Vernova wins HSBC upgrade to Buy on view its wind business is past the worst
The broker upgrade marks a shift in sentiment for the power equipment maker as analysts reassess losses in its offshore wind segment.
TradingView · +6 outlets
North American robot orders jump nearly 25% in Q3, strongest quarter of 2026
Automation demand accelerated on substantial increases in orders from semiconductor, biopharmaceutical, and automotive customers.
Manufacturingdive · +4 outlets
Defense watch: L3Harris and Boeing report record backlogs, HII raises FY2026 shipbuilding revenue forecast
Defense contractors pointed to strong order books, with Huntington Ingalls lifting its shipbuilding revenue outlook.
TradingView · +2 outlets
GE HealthCare Q3 results beat and outlook raised, stock shrugs off the print
Management pointed to AI-driven demand as the company beat expectations and lifted guidance.
Simply Wall St · +10 outlets
GM confirms Lansing Delta Township plant will build hybrid vehicles, restructuring $500M DOE grant
The automaker and the Energy Department reworked a previously awarded grant to support the hybrid investment.
Manufacturingdive · +3 outlets
GE Vernova T&D India posts Q2 FY27 profit up 44%, revenue up 32% on strong order book
The Indian transmission and distribution arm's growth reflects sustained grid spending tied to electrification and data center demand.
Free Press Journal · +6 outlets
Anthropic commits up to $567B to compute and infrastructure, spotlighting industrial suppliers
The AI developer's spending pledge is being framed as a demand driver for the industrial companies that build data center and power infrastructure.
The Motley Fool · +1 outlets
Manufacturing accelerator Re:Build raises $2.1B to scale hard tech
The raise accompanies a wave of facility investments announced by Hyundai Translead, Honeywell Aerospace, Bracco, and Gradian.
Manufacturingdive · +5 outlets
FedEx Freight shipments fall but fuel and higher rates lift revenue
The less-than-truckload unit offset weaker volumes with pricing and fuel surcharges as freight conditions stay soft.
Journal of Commerce · +14 outlets
USDA to fund 8 fertilizer manufacturing projects totaling more than $1.3B
The agency said the projects will add domestic capacity to lower prices and cut reliance on imported nutrients.
Supplychaindive · +4 outlets
Consulting and defense stocks lead October's top industrials gainers
Defense names and consultancies outperformed the industrial sector as automation investment and freight inflation raised supply chain stakes.
Seeking Alpha · +3 outlets
Walmart plans $400M Texas distribution center, breaks ground in February
The more than 744,000 square foot facility in Cibolo adds capacity to the retailer's supply chain network.
Supplychaindive · +3 outlets
US stocks close lower, Dow Jones Industrial Average falls 1.09%
Broad market weakness came as investors digested a heavy week of industrial and technology earnings.
Investing.com · +14 outlets
UPS aims to double RFID-labeled volume from customer locations by 2027
CEO Carol Tome said about 6 million packages a day will use the offering, improving shipper visibility.
Supplychaindive
Deere shares trade near EUR 601 ahead of November results
The farm equipment maker's shares drew attention ahead of its November earnings report, with cyberattack coverage also in focus.
ad-hoc-news.de