Archive snapshot · Industrials
Wed, Nov 4, 8:31 PM ET
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Caterpillar Q3 revenue hits $20.7B with EPS $7.13, record backlog, but shares fall on the print
Caterpillar's third-quarter results showed record sales and a record backlog alongside a capacity expansion push, yet the stock sold off after the report, promp
TradingView · +7 outlets
GE Vernova drops about 10% as Democratic sweep of Congress hits power and industrial stocks
A Democratic sweep in the midterms pressured GE Vernova, Vertiv and other power and industrial names amid concerns that policy shifts could weigh on electricity
Barron's · +9 outlets
GE Vernova analysts stay bullish after earnings beat despite 13% monthly decline
Following a stronger-than-expected quarter, analysts including BMO reiterated large upside targets even as GE Vernova shares fell sharply, reopening the debate
Simply Wall St · +7 outlets
Agility Robotics clears shareholder vote, set to go public this week in $2.5B Churchill Capital merger
The humanoid robotics company raised $465 million to resolve debts ahead of its SPAC merger, with common stock due to start trading Thursday.
Manufacturingdive · +10 outlets
Honeywell Aerospace posts higher Q3 profit and revenue on continued demand, raises 2026 outlook
The aerospace unit's stronger quarter and improved 2026 guidance put execution in focus as Honeywell continues its portfolio reshaping.
WSJ · +14 outlets
Boeing chairman and former Vanguard CEO buy $1.51 million in company stock
The insider purchase comes as Boeing shares trade at a discount after fresh orders, with the company still working through its production and profitability chal
The Globe and Mail · +2 outlets
3M to close 16 factories and revamp 10 more in push for $1B annual productivity gains by 2027
CEO William Brown framed the network overhaul as an operational restructuring aimed at lifting productivity as the conglomerate trims its manufacturing footprin
Supplychaindive · +3 outlets
Neros lands $450M Pentagon conditional loan for $615M US drone manufacturing expansion
The startup pledged $165 million in equity toward scaling small-UAS production, part of a broader Pentagon effort to expand domestic drone manufacturing.
Manufacturingdive · +1 outlets
USTR urged to permanently suspend China-linked ship fees
The World Shipping Council and National Retail Federation warn the fees would add another cost layer to an already strained transportation system.
Supplychaindive · +3 outlets
Anduril builds US supply chain for new BlueChip laptop line with Qualcomm chip
The defense tech company is assembling the circuit board domestically and seeking US suppliers for other parts of the line.
Supplychaindive · +14 outlets
Cleveland-Cliffs confirms compliance with Stelco labor commitments amid Canada dispute
The steelmaker plans to meet Canada's industry minister to discuss resuming full employment of laid-off workers in Hamilton, Ontario.
Manufacturingdive · +3 outlets
Energy Department's BattMan program aims to close gaps in US battery supply chain
The Battery Manufacturing Accelerator targets domestic material and component supply as US battery demand is projected to quadruple.
Supplychaindive · +6 outlets
FedEx Network 2.0 expands to Los Angeles and other markets after the holidays
The integration plan, set to wrap up in 2027, is already complete in Dallas and San Francisco as the carrier preps for peak season.
Supplychaindive · +1 outlets
Amazon deploys thousands of smart glasses to delivery drivers for navigation
The glasses display navigation and drop-off instructions in the driver's field of view as part of Amazon's delivery efficiency push.
Supplychaindive · +7 outlets
GE Vernova T&D India Q2 orders surge 52%
The Indian transmission and distribution unit reported a sharp jump in order intake in its quarterly earnings call.
Yahoo Finance · +5 outlets
Trump tariffs sparked growth but widened trade deficit and slowed hiring, German institute finds
The German Economic Institute says sweeping tariffs and foreign investment efforts fell short of their stated objectives.
Supplychaindive · +5 outlets
GE Aerospace down 3% in a month, Jefferies still sees 41% upside
The analyst note highlights the gap between recent share weakness and the brokerage's long-term outlook for the engine maker.
Yahoo Finance · +1 outlets
GE HealthCare says earnings call signals strong 2026 momentum
The medical imaging company's results and AI product launches are being framed as a potential turning point for its narrative.
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