Archive snapshot · Industrials
Mon, Nov 2, 8:32 PM ET
ISM manufacturing PMI expands for 10th straight month, but Iran war and trade friction weigh on outlook
Survey respondents grew more negative on price volatility and trade wars even as US factory activity extended its expansion streak.
Manufacturingdive · +14 outlets
Walmart commits $6B to distribution center automation with Symbotic across 25 regional facilities
The retailer is betting on warehouse robotics to improve speed and inventory replenishment across its US network.
Supplychaindive · +5 outlets
GE Vernova shares climb after earnings beat, guidance raise; analysts see up to 60% upside
The power equipment maker retained mid-20s margin guidance for FY27 even as its stock slid in the sessions that followed.
CNBC TV18 · +14 outlets
Honeywell Aerospace Q3 backlog tops $19B as firm builds $500M Tempe manufacturing expansion
The aerospace unit's earnings and expansion plans have analysts debating whether the stock is undervalued.
Yahoo Finance · +3 outlets
Caterpillar shares fall 25% over six months; analysts split on rebound as price targets are cut
Post-earnings analysis has turned bullish and bearish at once, with one bank calling for 85% gains and others trimming targets.
Simply Wall St · +4 outlets
Deere recalls hundreds of Midwest workers ahead of renewed UAW labor talks
The company says it has called back roughly 1,000 people since 2024, rebuilding staffing after a contract renewal with the UAW collapsed in August.
Manufacturingdive
Norfolk Southern and Schneider National partner to expand East Coast intermodal reach
Schneider's CEO called Norfolk Southern's potential Union Pacific merger the icing on the cake of the tie-up.
Supplychaindive · +10 outlets
Mitsubishi, Hanwha sign agreements to expand foreign manufacturing investment in US
The State Department also signed MOUs with Finland on critical minerals and Denmark on shipbuilding investment.
Manufacturingdive · +5 outlets
Reshoring and foreign direct investment added 247K US manufacturing jobs in 2025
The Reshoring Initiative expects roughly 25% growth in reshoring-related jobs in 2026.
Supplychaindive · +4 outlets
US stocks close mixed as tech sells off and oil plunges ahead of election
Money rotated out of technology names while the Dow industrials edged higher and oil weakness lifted broader indexes.
아시아경제 · +14 outlets
Rockwell Automation expands SecureOT and raises dividend; investors weigh premium valuation
The industrial automation maker's dividend hike and product expansion come with debate over whether the shares are already fully priced.
Simply Wall St · +2 outlets
General Electric opens up 3.97% as investors refocus on fair value after earnings
GE shares drew attention as the Industrial Select SPDR added the stock and analysts revisited valuation.
Yahoo Finance · +1 outlets
Unitree net profit surges 2.7x in first three quarters as HK robotics stocks rebound
The Chinese robot maker's results lifted the broader Hong Kong robotics sector on Monday.
Moomoo · +1 outlets
European industrial stocks in focus as lower energy prices could lift margins
Falling European gas costs are being framed as a potential margin tailwind for energy-intensive industrial names.
Yahoo Finance UK · +14 outlets
IMI raises full-year earnings guidance
The FTSE 100 engineering group lifted its profit outlook, a read on UK industrial demand.
Kalkine Media · +11 outlets
Applied Industrial Technologies earnings beat shifts the bull case
The distribution company's results prompted analysts to reassess upside for the stock.
Simply Wall St · +1 outlets
Boeing draws valuation debate over whether shares are a bargain
Analysts continue to weigh the aerospace maker's recovery against its current stock price.
Trefis
Worley signs US tie-up pact with Samsung E&A
The Australian engineering firm's agreement expands its energy and chemicals project reach.
Kalkine Media

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