Honeywell Aerospace Q3 2026: backlog tops $19B as demand stays strong and supply remains tight
Honeywell Aerospace reported a record backlog above $19 billion, with management citing strong demand against constrained supply, a key read on commercial aeros
Yahoo Finance · +4 outlets
GE Vernova shares jump 5% on Q2 earnings beat, keeps mid-20s margin guidance for FY27
GE Vernova's results beat expectations and management retained its mid-20s margin target for fiscal 2027, with analysts pointing to further upside in the stock.
Upstox · +9 outlets
Caterpillar slumps 25% over six months as analysts debate whether 65-85% upside is achievable
Wall Street is split on Caterpillar after a steep share price decline, with some analysts projecting large gains while others question the bull case following t
24/7 Wall St. · +4 outlets
Honeywell Aerospace to build $500 million Tempe manufacturing expansion
The investment expands Honeywell Aerospace's manufacturing footprint in Arizona as it works to address capacity constraints behind its growing order book.
Yahoo Finance · +14 outlets
FedEx weighs momentum after freight separation
Investors are assessing whether FedEx can sustain growth following the spin-off of its less-than-truckload freight business.
Kalkine Media · +4 outlets
Boeing stock valuation questioned as investors ask if it is a real bargain
A valuation review weighs whether Boeing's depressed share price reflects a genuine buying opportunity or lingering operational risk.
Trefis · +7 outlets
Applied Industrial Technologies earnings beat shifts bull case for the stock
The industrial distributor's better-than-expected results prompted analysts to reassess the outlook for the shares.
Simply Wall St · +4 outlets
Rockwell Automation outlook weighed as investors ask if growth can sustain the year
Analysts are evaluating whether Rockwell can convert current growth into a strong full-year performance heading into 2027.
Kalkine Media · +2 outlets
Hydrogen stocks diverge as industrial gas incumbents outpace fuel-cell pure plays
Established industrial gas companies are outperforming dedicated fuel-cell names as investors favor steadier cash flows in the hydrogen theme.
ChartMill
GE HealthCare's higher EPS prompts reassessment of its investment narrative
Improved earnings per share has analysts revisiting their thesis on the medical imaging and diagnostics maker.
Simply Wall St
CNH Industrial's FieldOps rollout seen as potential catalyst for the stock
The agricultural and construction equipment maker's FieldOps digital platform rollout is drawing investor attention as a possible growth driver.
Simply Wall St · +1 outlets
Analysts flag US automation stocks as hiring costs climb
Rising labor costs are drawing investor attention to US automation and robotics suppliers as potential beneficiaries.
Simply Wall St · +1 outlets
State Street's XLI industrial ETF adds GE as top Thursday buy
Daily flows into the Industrial Select Sector SPDR showed GE leading additions as the fund rebalanced its holdings.
Yahoo Finance · +2 outlets
Three US industrial stocks in focus as higher rates reshape demand
Higher interest rates are changing capital spending patterns, shifting which industrial names investors are tracking.
Simply Wall St · +12 outlets
ESAB shares in focus after Robbi AI launch
The welding and cutting equipment maker's new AI product has put its stock on industrial investors' radar.
Simply Wall St · +2 outlets
UK automation stocks watched ahead of new employment rules
Upcoming UK employment regulation changes are prompting investors to look at domestic automation providers.
Yahoo Finance · +1 outlets
Dangote Cement rally lifts Nigerian industrial stocks 14.6% as NGX gains 2.86%
A surge in Dangote Cement shares drove the Nigerian Exchange's industrial index sharply higher.
Investors King
Honeywell Flour Mills H1 pretax profit jumps 1,115% to 31.40 billion naira as revenue rises 41%
The Nigerian flour milling company reported a dramatic profit increase on strong revenue growth.
Nairametrics