Industrial machinery tariff relief rally · Thesis · Arbora ↑

The White House's announcement of lower metal tariffs on imported farm and industrial machinery has directly catalyzed a rally in heavy machinery and industrial conglomerate stocks, with Deere and Caterpillar leading the move. Honeywell is simultaneously reshaping itself via a planned Aerospace spinoff, unlocking hidden value and simplifying its industrial portfolio. GE Vernova is attracting significant investor attention as a beneficiary of both the AI-driven power infrastructure buildout and the improved tariff environment for industrial equipment. Together these names represent a multi-catalyst industrial re-rating.

Published 2026-06-03 Updated 2026-09-27

Core thesis

White House tariff relief on imported metals used in farm and industrial machinery removes a key cost headwind for heavy-equipment manufacturers, triggering a broad re-rating of industrial conglomerates that is further amplified by company-specific catalysts — Honeywell's Aerospace spinoff and GE Vernova's AI-driven power infrastructure positioning — across CAT, HON, and GEV.

Causal chain

1. Tariff relief announced → input cost structure improves
The White House's decision to lower metal tariffs on imported farm and industrial machinery directly reduces the cost of steel and aluminum inputs embedded in heavy equipment production. For capital-intensive manufacturers like Caterpillar, raw materials represent a meaningful share of cost of goods sold, so even a moderate tariff reduction flows through to margin expansion expectations relatively quickly.

2. Margin expansion expectations → earnings estimate revisions
As buy-side and sell-side models are updated to reflect lower input costs, forward earnings estimates for CAT and peers are revised upward. This is the mechanical transmission from policy to valuation: higher expected EPS at the same multiple implies a higher fair-value price target, creating immediate re-rating pressure.

3. Earnings re-rating → technical breakouts and momentum buying
Deere's surge above a key technical level — confirmed with high signal confidence (0.88) — acts as a bellwether, drawing momentum and systematic traders into the broader heavy-machinery complex. CAT, as a Dow Jones component and the most liquid proxy for the sector, becomes the primary vehicle for this rotation, reaching its own buy point and attracting fresh institutional positioning.

4. CAT's AI narrative broadens the buyer base
Beyond tariff relief, Caterpillar is being re-framed as both a user and supplier within the AI infrastructure buildout — construction and mining equipment are essential to building data centers, power plants, and grid infrastructure. This dual narrative (tariff tailwind + AI adjacency) expands the investor base from purely cyclical/value buyers to growth-oriented technology-adjacent funds, compressing the valuation discount further.

5. HON spinoff unlocks sum-of-the-parts value
Concurrently, Honeywell's planned Aerospace spinoff and the shaping of the Quantinuum IPO force the market to re-price HON on a disaggregated basis. Conglomerate discount compression is a well-documented re-rating mechanism: once the Aerospace unit trades as a standalone, the remaining industrial portfolio is valued on cleaner, higher-multiple comps. This is an idiosyncratic catalyst that is largely independent of the tariff cycle, providing a second, non-correlated leg to the thesis.

6. GEV captures the AI power infrastructure secular theme
GE Vernova sits at the intersection of grid modernization, AI data-center power demand, and the improved tariff environment for industrial equipment. Significant investor attention (per cited evidence) suggests institutional accumulation is underway. As power infrastructure spending accelerates to support AI workloads, GEV's order book and revenue visibility improve, justifying a premium multiple and sustaining the rally beyond the initial tariff-relief catalyst.

7. Multi-catalyst convergence → sustained sector re-rating rather than a one-day pop
The combination of a macro policy catalyst (tariffs), a corporate restructuring catalyst (HON spinoff), and a secular growth catalyst (AI power infrastructure via GEV) means the re-rating has multiple independent sources of support. If any single catalyst fades, the others can sustain momentum, reducing the probability of a sharp mean-reversion.

Key drivers

Tariff policy tailwind: Direct White House action lowering metal tariffs on farm and industrial machinery reduces input costs for CAT and peers, with high signal confidence (0.88–0.9) that this was the proximate trigger for the Deere/CAT rally.
CAT's AI adjacency: Caterpillar's re-framing as an AI-economy enabler — supplying and using equipment critical to data center and power plant construction — broadens its investor base and supports a higher earnings multiple beyond the cyclical baseline.
HON sum-of-the-parts unlock: The Aerospace spinoff and Quantinuum IPO process forces disaggregated valuation of Honeywell, compressing the conglomerate discount and surfacing hidden value in the remaining industrial portfolio.
GEV secular power demand: AI-driven electricity demand growth creates a durable, multi-year tailwind for GE Vernova's grid and power generation equipment business, independent of near-term tariff dynamics.
Technical momentum: Deere's breakout above a key level and CAT reaching a buy point signal that institutional money is actively entering the sector, which can be self-reinforcing through systematic and momentum strategies.
Economic currents turning favorable: Broader macro conditions — cited as turning in CAT's favor — suggest the cyclical backdrop is supportive alongside the policy catalyst.

Risks and counter-case

Tariff reversal or escalation: Trade policy is highly reversible. A re-escalation of metal tariffs, or the imposition of new tariffs on finished goods, would directly negate the cost-structure improvement thesis and could trigger a sharp reversal in names that rallied primarily on tariff relief.
HON spinoff execution risk: Aerospace spinoffs and IPO processes are complex. Delays, unfavorable market conditions for the Quantinuum IPO, or a poorly received separation structure could leave the conglomerate discount intact or widen it, invalidating the sum-of-the-parts catalyst.
AI infrastructure spending disappointment: If hyperscaler capital expenditure plans are revised downward — due to AI monetization concerns, interest rate pressure, or regulatory headwinds — demand for both GEV's power equipment and CAT's construction machinery could disappoint, removing the AI-adjacency premium.
Cyclical demand softness: Heavy machinery is deeply cyclical. A deterioration in construction, mining, or agricultural end-markets would pressure volumes and pricing regardless of input cost improvements, capping margin expansion.
Valuation already stretched: With CAT reaching a buy point and GEV attracting significant investor attention, a meaningful portion of the good news may already be priced in, leaving limited upside and elevated downside if any catalyst disappoints.
Macro / rates headwind: Persistent inflation or a hawkish Federal Reserve pivot could raise discount rates, compressing multiples across the industrial sector even if earnings estimates hold.

What to watch

White House trade policy communications: Any signals of tariff re-escalation on metals or retaliatory measures from trading partners would be the most immediate invalidating indicator for CAT and the broader machinery complex.
CAT and HON earnings calls: Management commentary on input cost trends, order book strength, and pricing power will confirm or challenge whether tariff relief is actually flowing through to margins.
HON spinoff timeline and structure announcements: Specific dates, valuation disclosures, and investor day presentations related to the Aerospace separation and Quantinuum IPO process are key catalysts to monitor.
GEV order intake and backlog data: Growth in power equipment orders — particularly from data center and grid modernization customers — will validate the AI infrastructure demand thesis.
Deere (DE) price action: As the bellwether that triggered the initial move, Deere's ability to hold above its breakout level is a leading indicator for sector health.
Steel and aluminum spot prices: Movements in underlying metal prices will indicate whether tariff relief is translating into real input cost savings or being offset by commodity price inflation.
Hyperscaler capex guidance: Quarterly capital expenditure updates from major cloud and AI infrastructure companies are a leading indicator for both GEV's power equipment demand and CAT's data center construction activity.
ISM Manufacturing and industrial production data: Broad macro indicators confirming that economic currents remain favorable for the industrial sector, as cited in the CAT narrative.

Sources

Bellwether Stock Deere Surges Above Key Level. Trump Is Why. 2026-06-03
White House lower metal tariffs directly triggered rally in Deere and heavy machinery stocks including CAT
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CAT turning into an AI play as both user and supplier, economic currents turning in its favor
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Yahoo Finance 2026-06-26
Is GE Aerospace (GE) Stock Outpacing Its Aerospace Peers This Year?
Yahoo Finance 2026-06-26
General Electric (GE) Is Betting On A $170 Billion Services Backlog — The company reports a services revenue backlog of about $170b tied to its aerospace operations.
Yahoo Finance 2026-06-26
GE Stock: From ‘Dead File’ to Outperformer
CNBC 2026-06-27
How GE Vernova builds the massive gas turbines powering the AI data center boom
Yahoo Finance 2026-06-28
BHP, Rio Tinto PLC ADR (RIO) and Caterpillar Advance Battery‑Electric Haul Truck Trial in Pilbara
Yahoo Finance 2026-06-28
Can Honeywell’s Ecofining Partnership in Brazil Reframe the Low‑Carbon Narrative for Honeywell (HON)?
Yahoo Finance 2026-06-28
RBC Capital Initiates Coverage of GE HealthCare Technologies Inc. (GEHC) — The firm had an $80 price target on the shares.
Yahoo Finance 2026-06-29
The Zacks Analyst Blog Highlights Caterpillar, Palo Alto Networks, Toyota Motor and Precipio
Yahoo Finance 2026-06-29
Here is why GE Aerospace (GE) Is Among the Best Stocks in Chris Hohn’s Portfolio
Yahoo Finance 2026-06-29
HONEYWELL TECHNOLOGIES TO RELEASE SECOND QUARTER FINANCIAL RESULTS, DISCUSS 2026 OUTLOOK AND HOLD ITS INVESTOR CONFERENCE CALL ON THURSDAY, JULY 23
Yahoo Finance 2026-06-29
Honeywell Aerospace completes spin-off from Honeywell Technologies and begins trading on Nasdaq
Yahoo Finance 2026-06-29
HONEYWELL TECHNOLOGIES LAUNCHES AS INDEPENDENT, PURE-PLAY AUTOMATION COMPANY FOLLOWING COMPLETION OF HONEYWELL AEROSPACE SPIN-OFF
Yahoo Finance 2026-06-29
Honeywell Aerospace CEO on Separation, Defense Demand
Yahoo Finance 2026-06-29
Honeywell Aerospace Starts Trading, Completing 3-Way Breakup
Yahoo Finance 2026-06-29
Edison Innovations Expands Licensing Agreement with Huizhou DOJ Light Source Technology Co., Ltd. to Include Seoul Semiconductor KSF Patents
Yahoo Finance 2026-06-29
SSUMY or HON: Which Is the Better Value Stock Right Now?
Yahoo Finance 2026-06-29
Acuity Is Riding Smart Building Trends as Lighting Demand Lags
Deere (DE) Outperforms Broader Market: What You Need to Know 2026-06-29
Deere up 2.18% as industrials sector broadly positive
Yahoo Finance 2026-06-30
Honeywell (HON) Completes Aerospace Spin Off As HONA Starts Trading
Honeywell Stock Sinks After Officially Completing Aerospace Spin-Off 2026-06-30
Honeywell Aerospace slid on market debut alongside NVDA, cautionary note on spinoff reception
Yahoo Finance 2026-06-30
US Stock Market Today: S&P 500 Futures Climb As Rate Jitters Meet Trade Worries — The Morning Bull - US Market Morning Update Tuesday, Jun, 30 2026 US stock futures are pointing higher this morning, with E mini S&P 500 contracts up about 0.7% and Nasdaq 100 futures rising just over 1%.
Honeywell Aerospace makes strong debut after spinoff 2026-06-30
Honeywell Aerospace makes strong debut after spinoff — Honeywell Aerospace (HONA) shares rose Monday in their Nasdaq debut, opening above their when-issued closing price and trading as high as $238.19 as investors got their first look at a newly independent aerospace and defense company separated from Honeywell.
Yahoo Finance 2026-06-30
Global Industrial Process Heating Market to Hit USD 17.47 Billion by 2032 — The global industrial process heating market is set to grow from USD 13.36 billion in 2026 to USD 17.47 billion by 2032, boasting a 4.6% CAGR.
Yahoo Finance 2026-06-30
Zacks Industry Outlook Highlights Caterpillar, Terex and Hyster-Yale
Should You Chase The Breakout In AeroVironment (AVAV) Stock? 2026-06-30
Should You Chase The Breakout In AeroVironment (AVAV) Stock? — AeroVironment (AVAV) stock surged by more than 20 percent in after-market hours to reach $167, a move driven by a profound operational inflection rather than a simple quarterly earnings beat.
Honeywell Aerospace Stock Stumbles After Nasdaq Debut 2026-06-30
Honeywell Aerospace Stock Stumbles After Nasdaq Debut — Here’s why HONA traders are watching the $217 level.
Yahoo Finance 2026-06-30
GE Aerospace vs. Textron: Which Aerospace & Defense Stock Has Greater Upside?
Yahoo Finance 2026-06-30
Honeywell Technologies Debuts as Public Pure-Play Automation Company
Yahoo Finance 2026-06-30
Vertiv and 6 More Stocks to Play the ‘Physical AI’ Boom
Yahoo Finance 2026-06-30
Fortune Brands New CEO Could Help Drive Turnaround, Truist Says in Upgrade
Comcast Calls It Splits With NBCUniversal 2026-06-30
Comcast Calls It Splits With NBCUniversal
Yahoo Finance 2026-06-30
Honeywell International Inc. (HON) Stock Falls Amid Market Uptick: What Investors Need to Know — (HON) closed at $223.9, indicating a -1.71% shift from the previous trading day.
Yahoo Finance 2026-07-01
Caterpillar (CAT) Is Up 8.2% After Russell Top 50 Addition And AI Infrastructure Tailwind - Has The Bull Case Changed?
Yahoo Finance 2026-07-01
Michael Burry Is Shorting the Dow’s Hottest AI Stock
Yahoo Finance 2026-07-01
Wall Street Loves Quantinuum Stock: Is it a Buy on the Post-IPO Rally? — QNT has soared 45% since its IPO as Wall Street backs its growth story, but investors face key risks before deciding whether to buy.
Yahoo Finance 2026-07-01
The Dow’s Biggest Stock Is Today’s Biggest Drag — Instead, the blue-chip index was up just 44 points, or 0.1%. The Nasdaq was down 0.3%.
Yahoo Finance 2026-07-01
Caterpillar Hits 52-Week High: Should You Buy, Hold or Sell the Stock?
Get Paid 11% To Wait For CAT Stock To Go On Sale 2026-07-01
Get Paid 11% To Wait For CAT Stock To Go On Sale
Yahoo Finance 2026-07-01
GE Vernova (GEV) Dips More Than Broader Market: What You Should Know — In the most recent trading session, GE Vernova (GEV) closed at $1, indicating a -3.45% shift from the previous trading day.
Dear GE Aerospace Stock Fans, Mark Your Calendars for July 16 2026-07-01
Dear GE Aerospace Stock Fans, Mark Your Calendars for July 16
Yahoo Finance 2026-07-02
Caterpillar (CAT) Stock Faces Michael Burry Short As Valuation Questions Grow
Yahoo Finance 2026-07-02
Honeywell Aerospace (HONA) Starts Trading Solo With New Leaders And Major Index Entry
Yahoo Finance 2026-07-02
Is GE’s Tightened Governance And Dividend Policy Quietly Reframing The Investment Case For General Electric (GE)? — On June 25, 2026, GE Aerospace’s board amended the company’s by-laws to tighten shareholder nomination procedures, clarify proxy card requirements, and set New York and federal courts as exclusive forums for key corporate and securities disputes, while also declaring a US$0.47 per-share dividend payable on July 27, 2026.
Yahoo Finance 2026-07-02
Caterpillar Invests in the Future of Texas' Manufacturing Workforce — (NYSE: CAT) today announced the launch of its workforce commitment in Texas, marking another meaningful step in its five-year, $100 million Building the Future Workforce Initiative. With an initial allocation of up to $5 million, the funding aims to prepare current and future workers across Texas for advanced manufacturing and industry technician jobs of tomorrow.
Yahoo Finance 2026-07-02
HON's Building Automation Unit's Growth Picks Up: More Upside Ahead?
Yahoo Finance 2026-07-02
Why GE Aerospace Stock Can Keep Flying — On Wednesday, Citi analyst John Godyn raised his GE Aerospace price target by 22% to $431 a share from $353. GE stock was up 1% in early trading on Thursday at $378.80.
Yahoo Finance 2026-07-02
The Zacks Analyst Blog Highlights Caterpillar, Komatsu and Terex
Yahoo Finance 2026-07-02
Honeywell Community Solar Project SB-14 Successfully Achieves Commercial Operation in Upstate New York
Get Paid 8.1% A Year To Hold RTX Stock You Already Own 2026-07-02
Get Paid 8.1% A Year To Hold RTX Stock You Already Own
Yahoo Finance 2026-07-02
Is Honeywell International Inc. (HON) Stock Positioned for Growth After Corporate Restructuring Moves? — TheFly reported on June 30 that Deutsche Bank raised its price target on HON to $263 from $250 while maintaining a Buy rating on the shares.
CNBC 2026-07-02
GE Vernova's gas turbines aren't the only way it's winning from the AI boom — Electrification secured $2.4 billion in data center equipment orders during the first quarter of 2026, beating the segment's total for all of 2025.
Honeywell International's Q2 2026 Earnings: What to Expect 2026-07-02
Honeywell International's Q2 2026 Earnings: What to Expect
Yahoo Finance 2026-07-02
Michael Burry just shorted Caterpillar’s 172% AI rally. One analyst says his bet won’t even matter
Yahoo Finance 2026-07-03
Here is What to Know Beyond Why Caterpillar Inc. (CAT) is a Trending Stock
The Engine Driving Caterpillar's Run Isn't In A Bulldozer 2026-07-03
The Engine Driving Caterpillar's Run Isn't In A Bulldozer
Yahoo Finance 2026-07-03
Is ISSC Building a One-Stop Cockpit Modernization Platform?
Yahoo Finance 2026-07-03
Caterpillar (CAT) is a Great Momentum Stock: Should You Buy?
Yahoo Finance 2026-07-03
Can GE Aerospace Sustain Growth as Commercial Aerospace Demand Surges?
GE Aerospace or Lockheed Martin: Which Aerospace and Defense Stock Is a Better Buy for 2026? 2026-07-04
GE Aerospace or Lockheed Martin: Which Aerospace and Defense Stock Is a Better Buy for 2026?
Quantinuum Stock Has Tremendous Potential, but It Isn’t Cheap 2026-07-04
Quantinuum Stock Has Tremendous Potential, but It Isn’t Cheap
Yahoo Finance 2026-07-05
How Honeywell Technologies’ (HON) Post-Spin Structure Creates a Cleaner Automation Thesis
Yahoo Finance 2026-07-06
Solstice, Element Solutions weigh $27 billion merger, FT reports — Honeywell spinoff Solstice Advanced Materials is in talks to merge with Element Solutions in a deal ‌that could create a chemicals company valued at about $27 ‌billion including debt, the Financial Times reported on Monday.
Yahoo Finance 2026-07-06
Caterpillar (CAT) Launches $100 Million Texas Workforce Push For Advanced Manufacturing — Caterpillar launched a five year, $100 million Building the Future Workforce Initiative in Texas focused on advanced manufacturing and industry technician roles.
Yahoo Finance 2026-07-06
Honeywell spin-off in merger talks to create $27bn chemicals group
Yahoo Finance 2026-07-06
Honeywell Spinoff Solstice Inks $14.5 Billion Deal For 'Increased Exposure' To AI Boom
Yahoo Finance 2026-07-06
Jim Cramer Says Solstice-Element Merger Would Create a 'Chemical Tech Powerhouse': Stocks Could 'Go Higher' — Cramer Backs Megamerger Reacting to financial reports of a $27 billion tie-up, Cramer stated that shares of both companies could “go higher” because the combination “would create a chemical tech powerhouse.”
Yahoo Finance 2026-07-06
Solstice buys Element Solutions in $14.5 billion deal, sharpens focus on AI market — Honeywell spinoff Solstice Advanced Materials said it will buy peer specialty chemical company Element Solutions in a $14.5 billion deal, ‌as it seeks to capitalize on growing demand from AI data ‌centers and the chip industries.
Solstice Advanced Materials Explores $27 Billion Merger With Element Solutions, Report Says (SOLS) 2026-07-06
Solstice Advanced Materials Explores $27 Billion Merger With Element Solutions, Report Says (SOLS) — Merger Discussions Could Create Major Specialty Chemicals GroupSolstice Advanced Materials (NASDAQ:SOLS), the specialty chemicals business spun off from Honeywell (NASDAQ:HON), is reportedly in discussions to merge with Element Solutions Inc (NYSE:ESI) in a transaction that would value the combined company at approximately $27 billion in enterprise value, according to the Fin…
ITA Just Ripped Higher, but America’s Rearmament Cycle May Still Be in the First Inning 2026-07-06
ITA Just Ripped Higher, but America’s Rearmament Cycle May Still Be in the First Inning — Aerospace & Defense ETF (BATS:ITA) has climbed 35% over the past year and nearly 17% year to date, and the reflexive retail question is whether the run is exhausted.
Yahoo Finance 2026-07-06
Is Honeywell International Inc. (HON) among the 7 Best Fusion Energy Development Stocks to Buy? — With a short percentage of shares outstanding of 2.18%, Honeywell International Inc. (NASDAQ:HON) to Outperform from Neutral and raised its price target to $255 from $240 following the successful completion of the company’s aerospace spin-off on June […]
Yahoo Finance 2026-07-06
Honeywell (HON) Gets a Fresh Price Target After Major Corporate Restructuring — With a short percentage of shares outstanding of 2.18%, Honeywell International Inc. (NASDAQ:HON) to $263 from $250 while maintaining a Buy rating on the shares.
Yahoo Finance 2026-07-06
Truist Remains Bullish on Caterpillar Inc. (CAT) — (NYSE:CAT) to $1,218 from $1,043 on July 2 and maintained a Buy rating on the shares.
Yahoo Finance 2026-07-06
Honeywell (HON) Launches Experion Cognition As AI Becomes Central To Its New Focus
Yahoo Finance 2026-07-06
Top Stock Picks for Week of July 6, 2026
Yahoo Finance 2026-07-06
Blockbuster AI Deal Shows Why Honeywell Had to Break Up — Monday morning, the maker of products for advanced cooling solutions and nuclear power said it was buying Element Solutions for $14.5 billion. Element shareholders will get 0.5 Solstice share and $10 in cash per Element share held.
Yahoo Finance 2026-07-06
Solstice to Acquire Element Solutions in $14.5 Billion Deal — (Bloomberg) -- Honeywell International Inc. spinoff Solstice Advanced Materials Inc. will acquire Element Solutions Inc. in a cash-and-stock deal valued at about $14.5 billion, creating a market leader in the specialty chemicals sector.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsThe Tanker Tycoon Making Milli…
Yahoo Finance 2026-07-06
If You Invested $1000 in Caterpillar 10 Years Ago, This Is How Much You'd Have Now
Yahoo Finance 2026-07-07
Honeywell International (HON) Could Be 28% Undervalued After Its Experion Cognition Launch — Despite the Experion Cognition launch and the recent spin off and reverse stock split, Honeywell International’s share price has fallen about 41% year to date, with a roughly 46% decline over...
Yahoo Finance 2026-07-07
Will Strength in Defense Aerospace Market Continue to Drive Howmet's Growth?
Yahoo Finance 2026-07-07
Trump Says US Will Consider Selling Turkey F-35 Fighter Jets — (Bloomberg) -- President Donald Trump gave another strong indication that he may soon try to reverse his own ban on Turkey buying F-35 fighter jets from the US.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaMicrosoft’s Xbox to Cut 3,200 Jobs, Divest Five Studios in Major OverhaulTwo Millennium Trading Pods Made About $3.7 Billion Last MonthChip Stocks Tumble on AI Anxiety…
Yahoo Finance 2026-07-07
Defense stocks surge as governments boost spending on weapons, AI battlefield technology
Yahoo Finance 2026-07-07
Caterpillar expands mining technology capabilities with Skycatch acquisition
Yahoo Finance 2026-07-07
Stock Markets Face an AI Reckoning, Samsung’s Stock Slump Isn’t It. 5 Other Things to Know Today.
Yahoo Finance 2026-07-07
Why GE Vernova, Caterpillar Stocks Are Getting Crushed
Yahoo Finance 2026-07-07
Has Caterpillar (CAT) Run Too Far Ahead After Its Index Shake Up? — These index changes land after a sharp run in Caterpillar's share price, with a 90 day share price return of 33.89% and a year to date share price return of 62.08%, while the 1 year total shareholder return...
Yahoo Finance 2026-07-07
General Electric (GE) Updates By Laws And Dividend, Is The Stock Above Fair Value? — These governance and dividend updates come after a strong run in General Electric’s share price, with a 30 day share price return of 15.45% and 90 day share price return of 31.21%, while the 1 year total shareholder return of 53.07% and...
Yahoo Finance 2026-07-07
Lockheed Martin and 7 More Stocks That Could Benefit From the NATO Meeting in Turkey
Yahoo Finance 2026-07-07
Caterpillar Stock Falls on New Mining Deal — Caterpillar stock is down 5.4% on its latest acquisition, dragging the Dow lower.
Yahoo Finance 2026-07-07
GE Aerospace (GE) Registers a Bigger Fall Than the Market: Important Facts to Note — GE Aerospace (GE) concluded the recent trading session at $366.98, signifying a -3.09% move from its prior day's close.
Michael Burry Is Shorting Caterpillar Stock for the First Time. Why You Shouldn’t Rush to Do the Sam 2026-07-07
Michael Burry Is Shorting Caterpillar Stock for the First Time. Why You Shouldn’t Rush to Do the Same.
Jim Cramer says it’s time to buy another aerospace stock before it takes off 2026-07-08
Jim Cramer says it’s time to buy another aerospace stock before it takes off
Caterpillar acquires Skycatch to expand mining technology portfolio 2026-07-08
Caterpillar acquires Skycatch to expand mining technology portfolio
Yahoo Finance 2026-07-08
Why Caterpillar’s (CAT) Dividend Hike and Buybacks Make Capital-Return Mix Central to Its Tax Profile — On June 10, Caterpillar said its board raised the quarterly dividend by 12 cents, or 8%, to $1.63 per share, payable August 19 to shareholders of record at the close of business on July […]
Yahoo Finance 2026-07-08
Eaton Names Dan T. Simpson President, Global Energy Infrastructure Solutions
Yahoo Finance 2026-07-08
Honeywell Technologies raises profit guidance after one-for-two reverse stock split — Honeywell Technologies ⁠expects second-half adjusted earnings per share in the range of $4.40 to $4.70, compared with $2.20 to $2.35 earlier.
Yahoo Finance 2026-07-08
Honeywell Technologies Updates 2026 Financial Guidance Following Reverse Stock Split — Following completion of the 1-for-2 reverse stock split, Honeywell Technologies’ outstanding common shares were reduced from 634 million to 317 million shares as of June 29, 2026.
Yahoo Finance 2026-07-08
Should You Buy, Sell or Hold Honeywell Stock Post Aerospace Spin-Off?
Yahoo Finance 2026-07-08
Can Caterpillar's Skycatch Deal Boost Its Mining Tech Edge?
CAT Stock Heads For Second Weekly Loss: Is Caterpillar's AI Rally Fading? 2026-07-09
CAT Stock Heads For Second Weekly Loss: Is Caterpillar's AI Rally Fading?
HON Stock Gains Overnight: Will The Updated Outlook Revive Interest In The Automation Giant? 2026-07-09
HON Stock Gains Overnight: Will The Updated Outlook Revive Interest In The Automation Giant?
Yahoo Finance 2026-07-09
Why Honeywell’s New Earnings Guidance Isn’t as Good as It Looks — The automation company said late Wednesday that it now expects full-year earnings per share of between $7.90 and $8.30, from a prior range of $3.95 to $4.15.
Yahoo Finance 2026-07-09
3 Aerospace-Defense Stocks to Buy Amid Strong Industry Tailwinds
Yahoo Finance 2026-07-09
AI Data Center Demand to Fuel Clean Tech Order Inflection, Morgan Stanley Says
Yahoo Finance 2026-07-09
Investors Heavily Search GE Aerospace (GE): Here is What You Need to Know
Yahoo Finance 2026-07-09
Wall Street Remains Bullish On Honeywell (HON) Post Spinoff — (NASDAQ:HON) with a price target of $253. The price target reflects a further 10% upside from current […]
Yahoo Finance 2026-07-09
U.S. Construction Equipment Market Analysis 2026-2031 Featuring Profiles of Key and Prominent Vendors, Including Caterpillar, Komatsu, Deere & Company, Volvo CE, Liebherr, Hitachi Construction Machine — Construction Equipment Market Research Report 2026-2031" has been added to ResearchAndMarkets.com's offering.The U.S. construction equipment market is projected to grow at a CAGR of 3.96% from 2025 to 2031, driven by diverse factors including burgeoning construction activitie…
Yahoo Finance 2026-07-09
General Electric (GE) Closes A Long Running Malaysia Arbitration Dispute
Yahoo Finance 2026-07-09
Honeywell Technologies Revises 2026 Guidance Post Reverse Stock Split
Yahoo Finance 2026-07-09
Is Caterpillar (CAT) Still A Bargain Or Already Fully Priced? — Caterpillar stock has delivered a very large 389.9% return over the past five years, yet valuation checks now point in different directions, with the Discounted Cash Flow (DCF) intrinsic value estimate indicating a premium while earnings-based multiples still look supportive. The 389.9% five-year return highlights how much future growth expectations are already reflected in Caterpillar's share price.
Yahoo Finance 2026-07-09
Honeywell International Inc. (HON) Laps the Stock Market: Here's Why — (HON) reached $223.42 at the closing of the latest trading day, reflecting a +1.39% change compared to its last close.
GE Keeps Climbing. Should You Climb On? 2026-07-09
GE Keeps Climbing. Should You Climb On?
Yahoo Finance 2026-07-09
Jim Cramer on Solstice: “This Pullback May Be Giving You a Terrific Buying Opportunity”
Yahoo Finance 2026-07-09
Caterpillar (CAT) Stock Dips While Market Gains: Key Facts — In the latest trading session, Caterpillar (CAT) closed at $938.39, marking a -1.02% move from the previous day.
Yahoo Finance 2026-07-10
New Strong Sell Stocks for July 10th
Yahoo Finance 2026-07-10
Zacks Industry Outlook Highlights GE Aerospace, RTX and General Dynamics
Yahoo Finance 2026-07-10
Here's What Investors Must Know Ahead of Fastenal's Q2 Earnings
Yahoo Finance 2026-07-10
Jim Cramer on Solstice and Element Solutions Deal: “It’s a Good, Good, Good Deal”
Yahoo Finance 2026-07-10
KB HOME OPENS ENCLAVES AT TUMAMOC: HOMES PRICED FROM THE LOW $300Ks IN A CENTRAL TUCSON, ARIZONA LOCATION
Why SYM Beats A Bond At Its Own Game 2026-07-10
Why SYM Beats A Bond At Its Own Game
Wall Street Is Finding New Winners Beyond Pure-Play AI: 2 Stocks to Watch Now 2026-07-10
Wall Street Is Finding New Winners Beyond Pure-Play AI: 2 Stocks to Watch Now
Yahoo Finance 2026-07-10
Jim Cramer Greenlights Honeywell Stock
Yahoo Finance 2026-07-11
Honeywell Aerospace Inc. (HONA) Is Starting Its Take Off, Says Jim Cramer
Yahoo Finance 2026-07-12
Does Honeywell’s Post-Spin Guidance and Reverse Split Clarify Its Core Story for Investors (HON)? — Honeywell International recently reaffirmed its second-half and full-year 2026 guidance, keeping expected sales at US$19.90 billion to US$20.20 billion and detailing the earnings impact of its aerospace spin-off alongside a completed 2-for-1 reverse stock split.
Caterpillar vs. Oshkosh: Which Industrials Stock Is a Better Buy in 2026? 2026-07-12
Caterpillar vs. Oshkosh: Which Industrials Stock Is a Better Buy in 2026?
Yahoo Finance 2026-07-13
Jim Cramer Explains “Why Preformed Line Products Keeps Winning”
Why SYM Stock Beats A Bond At Its Own Game 2026-07-13
Why SYM Stock Beats A Bond At Its Own Game
Yahoo Finance 2026-07-13
Is Alta Equipment Group (ALTG) Stock Outpacing Its Industrial Products Peers This Year?
Yahoo Finance 2026-07-13
Are Aerospace Stocks Lagging GE Aerospace (GE) This Year?
Yahoo Finance 2026-07-13
Exploring Analyst Estimates for GE (GE) Q2 Earnings, Beyond Revenue and EPS
Yahoo Finance 2026-07-13
Honeywell Aerospace commences exchange offer
Yahoo Finance 2026-07-13
The Iran War Hasn’t Helped Defense Stocks. Maybe Earnings Can.
Boeing Stock And The Number Behind The Worry 2026-07-13
Boeing Stock And The Number Behind The Worry
Yahoo Finance 2026-07-13
Caterpillar (CAT) Bets On Recurring Revenue After 38% Construction Sales Surge — Caterpillar's Construction Industries segment recorded a 38% surge in sales, reflecting faster growth in this part of the business. Caterpillar (NYSE:CAT) is drawing fresh attention as its Construction Industries segment moves into the spotlight, backed by a 38%...
Yahoo Finance 2026-07-13
Can CAT's Construction Industries Segment Deliver Sustained Growth? — Caterpillar's Construction Industries segment gains momentum with a 38% increase in Q1 2026 sales, digital expansion and a 2030 growth goal.
Yahoo Finance 2026-07-13
Is GE Aerospace Stock Worth Buying Ahead of Q2 Earnings Release?
Q2 Results for GE Aerospace Are Set to Be Strong, But a High Valuation Could Cap the Rally in GE Sto 2026-07-13
Q2 Results for GE Aerospace Are Set to Be Strong, But a High Valuation Could Cap the Rally in GE Stock
Yahoo Finance 2026-07-14
Company Rivalry Intensifies: Innovative Sensor Technologies from Honeywell, Collins Aerospace, Northrop Grumman, Ball Aerospace, and Raytheon Lead the Charge
Yahoo Finance 2026-07-14
Strength in Commercial Aerospace Drives Howmet: More Upside to Come?
Yahoo Finance 2026-07-14
Fastenal Q2 Earnings Meet Estimates, Sales Beat on Favorable Pricing
Yahoo Finance 2026-07-14
Northrop Grumman (NOC) Expected to Beat Earnings Estimates: What to Know Ahead of Q2 Release
Yahoo Finance 2026-07-14
Investors Heavily Search Caterpillar Inc. (CAT): Here is What You Need to Know
Yahoo Finance 2026-07-14
AI in Mining Market to Surge from USD 2.60 Billion in 2025 to USD 9.93 Billion by 2032 — The AI in mining market is projected to bloom from USD 2.60 billion in 2025 to USD 9.93 billion by 2032, growing at a CAGR of 21.1%.
Yahoo Finance 2026-07-14
Is GE Vernova Inc. (GEV) Among the Ray Dalio Stock Portfolio: 10 Best Stocks to Buy? — (NYSE:GEV) fell 6.5% Tuesday. Caterpillar and Cummins dropped 3.1% and 2.7%, respectively. Siemens Energy slid 8.9% in overseas trading.
Yahoo Finance 2026-07-15
What To Expect From GE Aerospace’s (GE) Q2 Earnings
Yahoo Finance 2026-07-15
Honeywell International (HON) Offers Potential With Automation Portfolio Outlook — Based on a median one-year target price of $387.28, […]
Yahoo Finance 2026-07-15
Caterpillar (CAT) Launches $5 Million Texas Workforce Initiative — (NYSE:CAT) announced the launch of its workforce commitment in Texas as part of its five-year, $100 million Building the Future Workforce Initiative.
Before The Surge, CAT Stock Was Sending A Power-Grid Sized Signal 2026-07-15
Before The Surge, CAT Stock Was Sending A Power-Grid Sized Signal
Yahoo Finance 2026-07-15
Thrust Capital Partners Acquires ALPHACASTING, a Leading Titanium and Aluminium Aerospace & Defense Investment Casting Company
Yahoo Finance 2026-07-15
Honeywell Losing Grip in Process Automation: What's Impeding Its Growth?
Yahoo Finance 2026-07-15
GE Vernova (GEV) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
What to Expect From Caterpillar's Q2 2026 Earnings Report 2026-07-15
What to Expect From Caterpillar's Q2 2026 Earnings Report
Yahoo Finance 2026-07-16
Does GE’s (GE) Arbitration Outcome Quietly Reshape the Risk Lens on Its Aerospace Engine Backlog?
GE Aerospace Q2 earnings top estimates as commercial services drive growth 2026-07-16
GE Aerospace Q2 earnings top estimates as commercial services drive growth — GE Aerospace (General Electric Co (NYSE:GE)) reported better-than-expected second-quarter 2026 results, but shares fell about 4% as investors weighed the company’s strong performance against already elevated expectations and signs that order growth is beginning to moderate.
Yahoo Finance 2026-07-16
Newsweek Names America’s Greatest Workplaces for Parents & Families 2026
Yahoo Finance 2026-07-16
Earnings Preview: Honeywell International Inc. (HON) Q2 Earnings Expected to Decline
Yahoo Finance 2026-07-16
Is Honeywell International Inc. (HON) One of the Best Dividend Stocks to Invest In According to Jim Simons’ Renaissance Technologies? — (NASDAQ:HON)’s price target to $250 from $260 while keeping an Overweight rating, citing the Aerospace spin and updated Technologies guidance, and noted upside to 2026 […]
Yahoo Finance 2026-07-16
GE (GE) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
What's Happening With GE Stock? 2026-07-16
What's Happening With GE Stock? — The defining insight is not the adjusted earnings per share of $2.02 against a $1.86 consensus, nor the $12.6 billion in adjusted revenue that marked a 24% year over year increase.
Earn 8.6% On EMR Stock By Selling Upside You Might Not Miss 2026-07-16
Earn 8.6% On EMR Stock By Selling Upside You Might Not Miss
GE Aerospace Q2 Earnings Call Highlights 2026-07-16
GE Aerospace Q2 Earnings Call Highlights
Yahoo Finance 2026-07-16
Honeywell (HON) Lands Family Workplace Honor And PowerBank Solar Project
Yahoo Finance 2026-07-16
GE Aerospace (GE) Q2 2026 Earnings Call Highlights: Strong Revenue Growth and Raised Guidance ... — GE Aerospace (GE) reports a robust 24% revenue increase and raises full-year guidance, despite facing margin pressures and supply chain challenges.
Yahoo Finance 2026-07-16
Retail Sales Come in Better-Than-Expected
Yahoo Finance 2026-07-16
GE Aerospace Q2 Earnings Beat on Robust Commercial Services Growth
GE Aerospace raises full-year outlook after second-quarter earnings beat driven by services demand ( 2026-07-16
GE Aerospace raises full-year outlook after second-quarter earnings beat driven by services demand (GE) — The company reported adjusted earnings of $2.
Johnson Matthey Says Turnaround on Track as Cash Flow Jumps, Portfolio Shifts Advance 2026-07-16
Johnson Matthey Says Turnaround on Track as Cash Flow Jumps, Portfolio Shifts Advance
Yahoo Finance 2026-07-16
Honeywell International Inc. (HON) Rises As Market Takes a Dip: Key Facts — (HON) reached $226.33 at the closing of the latest trading day, reflecting a +1.57% change compared to its last close.
GE Aerospace Q2 2026 earnings beat, raises full-year outlook 2026-07-16
GE Aerospace Q2 2026 earnings beat, raises full-year outlook — The jet engine maker lifted its adjusted EPS forecast to $7.65–$7.85, up from $7.10–$7.40, after revenue climbed 21% in the quarter
3 Stocks Riding the AI Data Center Power Buildout in July 2026-07-16
3 Stocks Riding the AI Data Center Power Buildout in July
Yahoo Finance 2026-07-17
Honeywell Technologies Completes Acquisition of Johnson Matthey’s Catalyst Technologies Business — CHARLOTTE, N.C., July 17, 2026--Honeywell Technologies (NASDAQ: HON) today announced the completion of its acquisition of Johnson Matthey’s Catalyst Technologies business for £1.325 billion in an all-cash transaction.
Yahoo Finance 2026-07-17
GE Aerospace Lifts Guidance With Aftermarket Cycle Still a Constraint, RBC Says
Yahoo Finance 2026-07-17
GE Q2 Earnings Call Points to a Higher 2026 Ceiling
Yahoo Finance 2026-07-17
2 S&P 500 Stocks on Our Watchlist and 1 Facing Headwinds
Yahoo Finance 2026-07-17
Honeywell Aerospace to release second quarter financial results and hold its investor conference call on Wednesday, August 5
SpaceX vs. Caterpillar: Which Stock Is a Better Buy in 2026, the Aerospace Innovator or the Construc 2026-07-17
SpaceX vs. Caterpillar: Which Stock Is a Better Buy in 2026, the Aerospace Innovator or the Construction Giant? — One trades at 197x forward earnings with negative cash flow; the other generates $10.3 billion annually while valued at 35x.
Yahoo Finance 2026-07-17
HONA Growth Trends Ride Aerospace Demand and Aftermarket Shift
Yahoo Finance 2026-07-17
Honeywell Aerospace Stock Outlook After the Spin-Off Debut
Yahoo Finance 2026-07-17
Caterpillar vs. Volvo: Which Equipment Stock is a Better Buy Now?
Should You Buy This Sneaky AI Dividend Stock Up 330% In The Last 5 Years? 2026-07-18
Should You Buy This Sneaky AI Dividend Stock Up 330% In The Last 5 Years?
Yahoo Finance 2026-07-19
General Electric (GE) Beats Q2 Expectations And Raises 2026 Outlook
Yahoo Finance 2026-07-19
GEnx-1B Engines Surpass 50 Million Flight Hours — Milestone is the fastest ever for a GE Aerospace widebody engine modelFARNBOROUGH, England, July 19, 2026 (GLOBE NEWSWIRE) -- The GE Aerospace (NYSE: GE) GEnx-1B engine has surpassed the 50 million flight hour mark in just over 14 years, the fastest rate ever for GE Aerospace commercial widebody engine model.
Yahoo Finance 2026-07-20
BETA Technologies Unveils MV250, Delivering Greater Range, Higher Speed, and Lower Costs for Military Logistics
Yahoo Finance 2026-07-20
Honeywell Aerospace runway safety technology selected by Aeromexico for intended deployment on more than 100 aircraft
Yahoo Finance 2026-07-20
IndiGo makes historic selection of Honeywell Aerospace avionics and APUs to equip 810 new Airbus aircraft in fleet expansion
Yahoo Finance 2026-07-20
IndiGo and CFM sign MOU paving the way to a record agreement for 1,000+ LEAP-1A engines — Landmark deal includes creation of MRO capabilities for IndiGo’s growing fleet Signing Ceremony between IndiGo and CFM IndiGo, India’s largest airline and one of the world’s fastest-growing carriers, today announced it has signed an MoU (Memorandum of Understanding) with CFM International for an order of 1,000+ LEAP-1A engines to power 510 Airbus A320neo Family aircraft.
Yahoo Finance 2026-07-20
Otis to Report Q2 Earnings: Here's What to Expect This Season
Yahoo Finance 2026-07-20
Stay Ahead of the Game With Honeywell International (HON) Q2 Earnings: Wall Street's Insights on Key Metrics
Honeywell Aerospace secures IndiGo avionics contract and Aeromexico runway safety rollout 2026-07-20
Honeywell Aerospace secures IndiGo avionics contract and Aeromexico runway safety rollout
Yahoo Finance 2026-07-20
BAE Systems batteries power hybrid-electric flight demo at Farnborough International Airshow
Yahoo Finance 2026-07-20
Honeywell Technologies to Report Q2 Earnings: What's in the Offing?
Yahoo Finance 2026-07-20
GE Aerospace Partners with NASA, BETA Technologies, and Boeing on World’s First High-Altitude Hybrid Electric Flight — GE Aerospace EPFD GE Aerospace EPFD FARNBOROUGH, England, July 20, 2026 (GLOBE NEWSWIRE) -- Hybrid electric system enabled aircraft to reach more than 30,000 feetFirst public demonstration takes place at Farnborough International Airshow FARNBOROUGH, England – July 20, 2026 – GE Aerospace (NYSE: GE) announced today at the Farnborough International Airshow an…
GE Stock Ends Lower Despite GE Aerospace Scoring Two Aviation Wins At Farnborough 2026-07-20
GE Aerospace completes world's first high-altitude hybrid-electric test flight and secures Philippine Airlines deal
Yahoo Finance 2026-07-21
GE Aerospace Announces AerCap Selects GEnx Engines to Power 15 Additional Boeing 787 Dreamliners — GEnx-1B signing AerCap CEO and Executive Director Aengus Kelly (left) signs a ceremonial document with GE Aerospace Chairman and CEO H. ("AerCap") has selected the GEnx-1B engine to power an additional 15 Boeing 787 Dreamliners.
Yahoo Finance 2026-07-21
Caterpillar Inc. to Announce Second-Quarter 2026 Financial Results on August 4
Yahoo Finance 2026-07-21
AerCap Announces Order for 15 Boeing 787 Dreamliners
Yahoo Finance 2026-07-21
GE Aerospace Stock Rises As Hybrid-Electric Flight Reaches New Heights — GE Aerospace shares climbed Monday after the company announced a breakthrough in hybrid-electric aviation, demonstrating the first flight of its kind above 30,000 feet in collaboration with NASA, BETA Technologies, Inc., and Boeing Co.
Reading Between The Lines Of GE Stock's Latest Call 2026-07-21
Reading Between The Lines Of GE Stock's Latest Call
Yahoo Finance 2026-07-21
How to Use GE Vernova Earnings to Tell if the AI Trade Is Dead — It’s an important report for Vernova, with shares above $1,000, up roughly 700% since the company was spun out of GE Aerospace in 2024.
Yahoo Finance 2026-07-21
Are Chinese Planes Ready to Challenge Boeing, Airbus Duopoly and Their Suppliers in Commercial Aviation?
Yahoo Finance 2026-07-21
Caterpillar (CAT) Stock Fair Value Edges Higher After Analysts Lift Targets — Caterpillar’s fair value estimate has been revised higher from US$913.29 to US$970.37, signaling a modest uplift in the modeled price target for the stock.
Yahoo Finance 2026-07-21
SSUMY or HON: Which Is the Better Value Stock Right Now?
Yahoo Finance 2026-07-21
Caterpillar (CAT) Rises Higher Than Market: Key Facts — Caterpillar (CAT) closed the most recent trading day at $889.97, moving +2.97% from the previous trading session.
Yahoo Finance 2026-07-21
Stock Market News for July 21, 2026
3M finds a surprising role in the AI data-center boom 2026-07-21
3M raises 2026 profit forecast on stronger demand and price increases in safety and industrial segment
3M Co (MMM) Q2 2026 Earnings Call Highlights: Strong Growth and Raised Guidance 2026-07-21
3M Q2 reports 5.4% organic growth, increased EPS, and optimistic full-year guidance
Why Is 3M (MMM) Stock Soaring Today 2026-07-21
3M shares jump 6.1% pre-market after Q2 beat, validating earnings recovery thesis
US Equity Markets Close Higher as Chipmakers Lead Tech Gains 2026-07-21
US equity indexes end higher with industrials participating in broad rally
Yahoo Finance 2026-07-22
Is Honeywell International (HON) Undervalued As It Reaffirms 2026 Guidance? — For the full year, Honeywell International expects sales between $19.9b and $20.2b, in line with its previous range.
BETA's Big Day Out In Farnborough 2026-07-22
BETA's Big Day Out In Farnborough
This Dividend Stock Beat Expectations Again. Here’s The New Price Target 2026-07-22
This Dividend Stock Beat Expectations Again. Here’s The New Price Target
How Will RTX Stock React To Its Upcoming Earnings? 2026-07-22
How Will RTX Stock React To Its Upcoming Earnings? — The company has $261 billion in current market capitalization. Revenue over the last twelve months was $90 billion, and it was operationally profitable with $9.8 billion in operating profits and net income of $7.3 billion.
CAT Earns Its Premium Over Peers. Now What? 2026-07-22
CAT Earns Its Premium Over Peers. Now What?
Yahoo Finance 2026-07-22
GE Vernova (GEV) Q2 Earnings Lag Estimates — GE Vernova (GEV) delivered earnings and revenue surprises of -22.08% and +3.12%, respectively, for the quarter ended June 2026.
WSJ 2026-07-22
GE Vernova Boosts 2026 Revenue Target
Yahoo Finance 2026-07-22
CIBC Capital Markets CDRs Closes the Market
Yahoo Finance 2026-07-22
GE Aerospace and Magellan Aerospace Sign Memorandum of Understanding for F414 Sustainment
Yahoo Finance 2026-07-22
IBD Stock Of The Day, Already Up 71% in 2026, Flashes New Buy Signal
Reading Between The Lines Of GE's Latest Call 2026-07-22
Reading Between The Lines Of GE's Latest Call
What History Says About Buying GE Aerospace Stock On Weakness 2026-07-22
What History Says About Buying GE Aerospace Stock On Weakness
Yahoo Finance 2026-07-22
GE Vernova’s (NYSE:GEV) Q2 CY2026 Sales Top Estimates, Full-Year Outlook Slightly Exceeds Expectations — Energy transition company GE Vernova (NYSE:GEV) reported Q2 CY2026 results topping the market’s revenue expectations, with sales up 21.9% year on year to $11.1 billion. The company’s full-year revenue guidance of $46 billion at the midpoint came in 1.1% above analysts’ estimates. Its GAAP profit of $2.47 per share was 22.4% below analysts’ consensus estimates.
Yahoo Finance 2026-07-22
Honeywell (HON) Stock Looks Undervalued On Its Q2 Earnings Preview — Honeywell International stock has just had a rough month, with the share price down 49.8%, while the latest valuation checks suggest the company does not screen as a clear bargain even after that drop. Over the past month, Honeywell International has fallen 49.8%, which puts the current share price move firmly in focus for anyone thinking about valuation.
Yahoo Finance 2026-07-23
Honeywell Technologies Reports Second Quarter Results
Yahoo Finance 2026-07-23
General Electric (GE) Lands Record 1,000 Plus Engine Deal Through CFM And IndiGo — IndiGo has signed a record-setting memorandum of understanding for more than 1,000 LEAP-1A engines with CFM International, a joint venture that includes General Electric's GE Aerospace unit.
Is Westinghouse Air Brake Technologies Stock A Smart Buy Right Now? 2026-07-23
Is Westinghouse Air Brake Technologies Stock A Smart Buy Right Now?
Yahoo Finance 2026-07-23
Marine Engines Market to Reach $16.92 Billion by 2031 as Alternative Fuels and Digitalization Transform Maritime Propulsion - Analysis by Engine, Type, Power Range, Fuel, Vessel, Region
Honeywell International Q2 Earnings Call Highlights 2026-07-23
Honeywell International Q2 Earnings Call Highlights
Yahoo Finance 2026-07-23
Honeywell International (HON) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
Yahoo Finance 2026-07-23
GE Aerospace (GE) Is a Trending Stock: Facts to Know Before Betting on It
Honeywell Technologies beats second-quarter forecasts after aerospace spin-off (NASDAQ:HON) 2026-07-23
Honeywell Technologies beats second-quarter forecasts after aerospace spin-off (NASDAQ:HON)
Yahoo Finance 2026-07-23
Honeywell International Inc (HON) Q2 2026 Earnings Call Highlights: Strong Organic Growth and ... — Honeywell International Inc (HON) reports robust Q2 2026 performance with 4% organic sales growth, margin expansion, and an optimistic full-year forecast.
Yahoo Finance 2026-07-23
Honeywell stock jumps on Q2 earnings: Why it's a 'solid start' for the company
Yahoo Finance 2026-07-23
HON Q2 Earnings Beat on Automation Growth, Outlook Raised
Yahoo Finance 2026-07-23
GD vs. GE: Which Stock Is the Better Value Option?
Yahoo Finance 2026-07-23
Top Analyst Reports for GE Aerospace, AT&T & Chubb
GE (GE) Q2 2026 Earnings Call Transcript 2026-07-23
GE (GE) Q2 2026 Earnings Call Transcript — Revenue surged 24% as commercial services and defense backlogs hit record highs.
Yahoo Finance 2026-07-23
StandardAero Chosen by GE Aerospace to Build, Maintain and Overhaul CT7-2E1 Engines for UK's New Medium Helicopter Fleet
Yahoo Finance 2026-07-23
Honeywell International Inc. (HON) Beats Q2 Earnings and Revenue Estimates — Honeywell International (HON) delivered earnings and revenue surprises of +8.33% and +4.19%, respectively, for the quarter ended June 2026.
Yahoo Finance 2026-07-23
Honeywell Technologies beats Q2 estimates, raises guidance
Yahoo Finance 2026-07-24
HON Q2 Earnings Call Highlights Automation Growth Push
Yahoo Finance 2026-07-24
Honeywell Technologies Announces Quarterly Dividend — CHARLOTTE, N.C., July 24, 2026--Honeywell Technologies (NASDAQ: HON) today announced that its Board of Directors has declared a quarterly dividend payment of $0.70 per share on the Company’s common stock.
Yahoo Finance 2026-07-24
GE Aerospace Wraps Historic Farnborough Airshow — Commitment for ~1,800 engines*, including largest LEAP agreement ever with IndiGoFARNBOROUGH, England, July 24, 2026 (GLOBE NEWSWIRE) -- GE Aerospace (NYSE: GE) wrapped up the 2026 Farnborough International Airshow with record engine demand, continued momentum across durability and services, and major advances in hybrid electric flight.
Get Paid 8.3% A Year To Hold RTX Stock You Already Own 2026-07-24
Get Paid 8.3% A Year To Hold RTX Stock You Already Own
Yahoo Finance 2026-07-24
The Zacks Analyst Blog Highlights GE Aerospace, AT&T, Chubb and Gencor Industries
Yahoo Finance 2026-07-24
Does Surging Data Center Power Demand Reshape the Bull Case for Caterpillar’s (CAT) Premium Valuation?
Building automation products to proliferate in slimmed-down Honeywell, CEO Kapur says 2026-07-24
Building automation products to proliferate in slimmed-down Honeywell, CEO Kapur says
Yahoo Finance 2026-07-25
Is TAT Technologies (TATT) Undervalued As Its Honeywell Deal Expands Through 2036? — Against this backdrop, TAT Technologies’ 90 day share price return of 16.32% points to building momentum, even though the year to date share price return is down 12.08%.
Yahoo Finance 2026-07-25
GE Aerospace (GE) Just Beat and Dropped Again — Is the Third Straight Selloff Any Different This Time? — The pattern continued with the company’s Q2 2026 report on July 16, with shares falling nearly 5% in early trading the next day, mirroring the reaction to the previous two earnings reports, despite solid figures each time.
Yahoo Finance 2026-07-26
The Bull Case For TAT Technologies (TATT) Could Change Following Exclusive Honeywell APU Parts Deal Extension
Caterpillar Stock Is Up 100% in a Year. Here's the Data Center Math Behind the Rally. 2026-07-26
Caterpillar Stock Is Up 100% in a Year. Here's the Data Center Math Behind the Rally.
Yahoo Finance 2026-07-26
General Electric (GE) Stock Could Be 13% Above Fair Value Following Hybrid Electric Flight News — However, at around US$353.73 per share the valuation checks are cautious, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to a premium while market multiples look closer to fair and the overall value score is low.
Yahoo Finance 2026-07-27
China’s Rare Earth Strategy Is Forcing a U.S. Manufacturing Revolution
Does RTX Stock Chart Its Own Course? 2026-07-27
Does RTX Stock Chart Its Own Course?
Yahoo Finance 2026-07-27
Intelligrated, Trew and Transnorm Unite to Create Leading Warehouse Automation Provider
Yahoo Finance 2026-07-27
Caterpillar Inc. (CAT) Is a Trending Stock: Facts to Know Before Betting on It
Yahoo Finance 2026-07-27
Honeywell Technologies Completes Sale of Warehouse and Workflow Solutions Business to American Industrial Partners
Yahoo Finance 2026-07-27
The Dow Had a Good Day. 2 Stealth AI Stocks Kept It From Being Great. — The Nasdaq Composite closed 0.2% lower while the S&P 500 was roughly flat. The Dow Jones Industrial Average eked out gains, rising 0.5%, or 262 points.
Yahoo Finance 2026-07-27
Caterpillar (CAT) Stock Sinks As Market Gains: What You Should Know — In the closing of the recent trading day, Caterpillar (CAT) stood at $873.28, denoting a -1.74% move from the preceding trading day.
Yahoo Finance 2026-07-28
Caterpillar (CAT) Stock Looks Slightly Above Fair Value Today — Over the past 5 years, Caterpillar has returned about 364%, which sets a high bar for anyone buying in today to justify that performance with future cash flows.
Yahoo Finance 2026-07-28
Caterpillar (CAT) Faces Rare Earth Squeeze As China Export Curbs Reset Supply Chains — Caterpillar enters this supply chain reset with its stock at $873.28 and with multi year share price...
Yahoo Finance 2026-07-28
Honeywell's Order Strength Improves Growth Visibility After Aerospace Separation, BofA Says
Yahoo Finance 2026-07-28
BofA upgrades Honeywell Technologies to Neutral after strong quarter, lifts PT — Investing.com -- BofA Securities upgraded Honeywell Technologies to Neutral from Underperform and raised its price target to $265 from $205, saying stronger execution and broad-based order growth have improved confidence in the company's second-half growth outlook.
Yahoo Finance 2026-07-28
Intuit downgrade, Intuitive Surgical upgraded: Wall Street's top analyst calls
Yahoo Finance 2026-07-28
Honeywell vs. Rockwell: Which Industrial Automation Stock Has Greater Upside?
Yahoo Finance 2026-07-28
Caterpillar (CAT) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
Yahoo Finance 2026-07-29
Caterpillar Invests in the Future of Manufacturing Talent in Illinois — (NYSE: CAT) today announced the launch of its workforce commitment in Illinois, the most recent investment in its five-year, $100 million Building the Future Workforce Initiative. With an allocation of up to $10 million, the funding aims to prepare workers across Illinois for the modern manufacturing and industry technician jobs of the future.
Yahoo Finance 2026-07-29
Why the Dow Is Having an Especially Bad Day — The Dow Jones Industrial Average was down 820 points, or 1.6%, while the S&P 500 was down 0.8%. The Nasdaq Composite was down 1.1%.
Yahoo Finance 2026-07-29
GE HealthCare Stock Soars After Earnings—and It’s Suddenly the Best Performing GE — GE HealthCare reports earnings per share of $1.13 from sales of $5.3 billion. Wall Street was looking for $1.04 a share and $5.3 billion, respectively.
Yahoo Finance 2026-07-29
Vertiv stock sinks on earnings miss: A look at key AI infrastructure players
Yahoo Finance 2026-07-29
Lumen to Report Q2 Earnings: Here's What Investors Should Know
Yahoo Finance 2026-07-29
Astec Industries (ASTE) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
Yahoo Finance 2026-07-29
Caterpillar Stock Downgraded as AI-Driven Rally Faces a Big Threat — His price target dropped by $300, to $900 each.
Yahoo Finance 2026-07-29
Baird downgrades Caterpillar to Neutral on rising data center regulatory risks — Investing.com -- Baird downgraded Caterpillar to Neutral from Outperform and cut its price target to $900 from $1,200, arguing that mounting U.S. state and local regulations targeting data center development could slow equipment demand from 2027 onward, even as the company's near-term order book remains strong.
Yahoo Finance 2026-07-29
GE (NYSE:GE) Is Finding A New Role Powering The AI Data Center Boom
Yahoo Finance 2026-07-29
Caterpillar Stock Drops 6.2% as Baird Cuts AI Outlook — Baird reduced its price target by $300 as data-center restrictions created new risks for Caterpillar's power-equipment growth.
CAT Stock Slides 8% — Baird Downgrades Caterpillar Over Data Center Backlash 2026-07-29
CAT Stock Slides 8% — Baird Downgrades Caterpillar Over Data Center Backlash
Reading Between The Lines Of RTX's Latest Call 2026-07-29
Reading Between The Lines Of RTX's Latest Call
Yahoo Finance 2026-07-29
Are Aerospace Stocks Lagging GE Aerospace (GE) This Year?
Caterpillar invests in the future of manufacturing talent in Illinois 2026-07-29
Caterpillar invests in the future of manufacturing talent in Illinois — Caterpillar announced that it intends to invest up to $10 million in its Illinois operations to build the state's future workforce.
Baird Just Downgraded Caterpillar Stock. Here's Why. 2026-07-29
Baird Just Downgraded Caterpillar Stock. Here's Why.
Yahoo Finance 2026-07-29
CAT Stock Downgrade On Data Center Moratorium Hamstrings Dow Jones Industrial Futures — Baird downgraded CAT to neutral from outperform, cutting its price target to 900 from 1,200, according to The Fly investment news site.
Yahoo Finance 2026-07-30
Honeywell Technologies (HON)’s First Earnings as a Standalone Company: Bull vs Bear Analysis
Yahoo Finance 2026-07-30
This Company’s Earnings Offer Hope for AI. (No, It Isn’t Microsoft.)
Yahoo Finance 2026-07-30
Unlocking Q2 Potential of Caterpillar (CAT): Exploring Wall Street Estimates for Key Metrics
Most Of GE Aerospace's Return Has Not Come From The Market You Own 2026-07-30
Most Of GE Aerospace's Return Has Not Come From The Market You Own
Carrier Beat Estimates, Raised Its Outlook, And Fell Anyway 2026-07-30
Carrier Beat Estimates, Raised Its Outlook, And Fell Anyway
Why nVent Electric Crushed Estimates Again (Hint: It's Not Just Due to AI Data Centers) 2026-07-31
Why nVent Electric Crushed Estimates Again (Hint: It's Not Just Due to AI Data Centers)
Yahoo Finance 2026-07-31
IBD Stock Of The Day: GE Aerospace Rises In Buy Zone After Earnings Letdown
Yahoo Finance 2026-07-31
Caterpillar is Set to Report Q2 Earnings: Buy, Sell or Hold the Stock?
Yahoo Finance 2026-07-31
Freshworks Gears Up to Report Q2 Earnings: Here's What to Expect
Yahoo Finance 2026-07-31
Satellogic Gears Up to Report Q2 Earnings: Here's What to Expect
Yahoo Finance 2026-07-31
GE vs. Northrop: Which Aerospace & Defense Stock Should You Bet On?
Jim Cramer spots overlooked winner after aerospace split 2026-07-31
Jim Cramer spots overlooked winner after aerospace split
Yahoo Finance 2026-07-31
Honeywell Technologies Announces Participation at Upcoming Investor Conference
Yahoo Finance 2026-07-31
How Investors Are Reacting To Honeywell (HON) EPS Surge and Dividend After Q2 2026 Results
Insider at Iconic Industrial Stock Sells $4.2 Million Worth of Shares, According to Recent SEC Filin 2026-07-31
Insider at Iconic Industrial Stock Sells $4.2 Million Worth of Shares, According to Recent SEC Filing
Yahoo Finance 2026-07-31
Brokers Suggest Investing in GE (GE): Read This Before Placing a Bet
Yahoo Finance 2026-07-31
Data Center Access Control Market Size, Share & Trends Analysis Report, 2026-2033 Published — 120-Page Study Profiling HID Global, Honeywell, and 12 Others
Terex Q2 Earnings Call Highlights 2026-08-01
Terex Q2 Earnings Call Highlights
Yahoo Finance 2026-08-01
GE Aerospace, AI Play Lead Five Stocks Near Buy Points
Yahoo Finance 2026-08-03
Caterpillar (CAT) Q2 Earnings: What To Expect
Elon Musk's AI Data Centers Need So Much Power He's Buying Gas Turbine Companies -- Who Else Benefit 2026-08-03
Elon Musk's AI Data Centers Need So Much Power He's Buying Gas Turbine Companies -- Who Else Benefits?
Yahoo Finance 2026-08-03
Caterpillar (CAT) Is Teaming Up With WM To Test Autonomous Landfill Compactors
Yahoo Finance 2026-08-03
WM's "Landfill of the Future" Advances Towards Autonomous Equipment Testing
Yahoo Finance 2026-08-03
Should Philippine Airlines’ GEnx-1B Engine Deal Shape How Investors View GE’s Aerospace Story (GE)?
Yahoo Finance 2026-08-03
How Generac's $1.6 Billion Data Center Backlog Changes Its Outlook
Yahoo Finance 2026-08-03
Should You Buy Generac as Data Center Growth Tests Its Valuation?
Yahoo Finance 2026-08-03
GNRC Drops 24% in the Past Month: Is the Sell-Off a Buying Chance?
CNH Industrial Q2 Earnings Call Highlights 2026-08-03
CNH Industrial Q2 Earnings Call Highlights
The Production Ramp That Could Repower Boeing Stock 2026-08-03
The Production Ramp That Could Repower Boeing Stock
Yahoo Finance 2026-08-03
CDW Q2 Earnings on the Horizon: Can it Deliver Another Beat?
Rocket Lab vs. Caterpillar: Is a Space Industrials Stock a Better Buy in 2026 Than a Revered Earth-B 2026-08-03
Rocket Lab vs. Caterpillar: Is a Space Industrials Stock a Better Buy in 2026 Than a Revered Earth-Bound Equipment Maker?
Yahoo Finance 2026-08-03
Caterpillar Earnings Are Coming. Only 1 Thing Matters.
Yahoo Finance 2026-08-03
Honeywell Technologies Completes Sale of Productivity Solutions and Services Business to Brady Corporation
Yahoo Finance 2026-08-03
Peter Graham to join Invesco Mortgage Capital Inc. Board of Directors
Yahoo Finance 2026-08-03
Brady Corporation Completes Transformational Acquisition of Honeywell Technologies’ Productivity Solutions and Services Business, Creating Leading Industrial Technology Company
Yahoo Finance 2026-08-03
Honeywell Aerospace to Post Q2 Earnings: Here's What to Expect
Yahoo Finance 2026-08-03
Matthew Scagnelli Named ATSG Chief Human Resources Officer
Yahoo Finance 2026-08-04
1 Mid-Cap Stock to Target This Week and 2 We Find Risky
Yahoo Finance 2026-08-04
Caterpillar Clears $20 Billion in a Quarter for the First Time
Caterpillar surges as AI demand drives record revenue 2026-08-04
Caterpillar surges as AI demand drives record revenue
Caterpillar Shares Climb After Strong Second-Quarter Earnings Beat 2026-08-04
Caterpillar Shares Climb After Strong Second-Quarter Earnings Beat
CAT CEO Highlights First Ever $20B In Quarterly Revenue – A Look At The Key Highlights From Q2 2026-08-04
CAT CEO Highlights First Ever $20B In Quarterly Revenue – A Look At The Key Highlights From Q2
S&P 500 poised to reach new record high as Palantir and Caterpillar surge 2026-08-04
S&P 500 poised to reach new record high as Palantir and Caterpillar surge
Yahoo Finance 2026-08-04
Caterpillar (NYSE:CAT) Reports Bullish Q2 CY2026, Stock Jumps 10.7%
Yahoo Finance 2026-08-04
Caterpillar stock pops 10% on record quarterly revenue
Yahoo Finance 2026-08-04
CAT Stock Lifts Dow Jones With Massive Earnings Beat
Yahoo Finance 2026-08-04
Caterpillar's Record Quarter Has an AI Engine
Advance Auto Parts vs. Caterpillar: Which Consumer Stock Is a Better Buy in 2026? 2026-08-04
Advance Auto Parts vs. Caterpillar: Which Consumer Stock Is a Better Buy in 2026?
Caterpillar raises 2026 sales growth forecast amid AI buildout demand 2026-08-04
Caterpillar raises 2026 sales growth forecast amid AI buildout demand
Yahoo Finance 2026-08-04
CAT Q2 Earnings Beat Estimates on Higher Volume and Pricing
Yahoo Finance 2026-08-04
Caterpillar Surges as Data Center Boom Drives Growth
Boeing's Finished Flight Test Counts Most For A Different Jet 2026-08-04
Boeing's Finished Flight Test Counts Most For A Different Jet
Yahoo Finance 2026-08-04
Frontgrade Expands Executive Team as Demand Grows for Mission-Ready Space and Defense Technologies
Yahoo Finance 2026-08-04
Caterpillar stock surges on data center boom: How the AI trade is expanding
Yahoo Finance 2026-08-04
Caterpillar Inc (CAT) (Q2 2026) Earnings Call Highlights: Record $20. ...
Caterpillar Q2 Earnings Call Highlights 2026-08-04
Caterpillar Q2 Earnings Call Highlights
Why SYM Beats A Bond At Its Own Game 2026-08-04
Why SYM Beats A Bond At Its Own Game
Do Wall Street Analysts Like GE Vernova Stock? 2026-08-04
Do Wall Street Analysts Like GE Vernova Stock?
Yahoo Finance 2026-08-05
This GE Vernova Supplier Spikes Past A Buy Point
Yahoo Finance 2026-08-05
Honeywell Aerospace reports second quarter results; updates 2026 outlook
TAT Technologies Q2 Earnings Call Highlights 2026-08-05
TAT Technologies Q2 Earnings Call Highlights — Management said the company ended June with a record $650 million backlog and long-term agre
Yahoo Finance 2026-08-05
Strength in Commercial Engines Unit Drives GE Aerospace: Can It Sustain?
Yahoo Finance 2026-08-05
Caterpillar Stock Surges 12% as AI Demand Powers Huge Beat — Caterpillar's construction and power businesses benefited as data-center investment helped quarterly revenue jump 24%.
Yahoo Finance 2026-08-05
CAT Q2 Earnings Call Focuses on Backlog and Capacity Growth
GE Aerospace Stock: Analyst Estimates & Ratings 2026-08-05
GE Aerospace Stock: Analyst Estimates & Ratings
Moby 2026-08-05
Archrock, Inc. Q2 2026 Earnings Call Summary
Caterpillar sales surpass $20B as data center generators take off 2026-08-05
Caterpillar sales surpass $20B as data center generators take off — A $392 million tariff refund also bolstered profits.
Stock Market Today: Major Indexes Mixed; Dow Extends Rally; SpaceX, AMD Shares Weigh on Nasdaq 2026-08-05
Stock Market Today: Major Indexes Mixed; Dow Extends Rally; SpaceX, AMD Shares Weigh on Nasdaq
The AI trade has a surprising blue-collar winner 2026-08-05
The AI trade has a surprising blue-collar winner
Yahoo Finance 2026-08-05
Ekovolt Welcomes Éric Scotto, Co-Founder of Akuo Energy, as a Shareholder, and Rebrands as Pont Digital Infrastructure
Caterpillar’s Surging Growth, Fueled by AI, Faces Risks From Data-Center Pushback 2026-08-05
Caterpillar’s Surging Growth, Fueled by AI, Faces Risks From Data-Center Pushback
Yahoo Finance 2026-08-06
Honeywell Aerospace Stock Plunges. Its First Standalone Quarter Was a Mess.
Yahoo Finance 2026-08-06
Honeywell (HON) Completes Aerospace Spin Off As Standalone Guidance Takes Shape
Yahoo Finance 2026-08-06
3 Stocks to Watch After Crushing Q2 Earnings Expectations: CAT, MCY & ZBRA
CAT Stock Alert: Caterpillar's AI Infrastructure Boom Is Just Getting Started 2026-08-06
CAT Stock Alert: Caterpillar's AI Infrastructure Boom Is Just Getting Started
Honeywell Aerospace Q2 Earnings Call Highlights 2026-08-06
Honeywell Aerospace Q2 Earnings Call Highlights — Honeywell Aerospace (NASDAQ:HONA) reported 5% organic sales growth in the second quarter of 2026, but reduced its full-year outlook as supply-chain bottlenecks continued to limit production and shift sales toward lower-margin original-equipment and domestic defense programs.
Yahoo Finance 2026-08-07
General Electric (GE) Sits 21% Above Fair Value Following Its Recent Pullback — General Electric (GE) is back in focus after GE Vernova, its former energy division, reported a US$176b backlog and a recent 5% share price pullback following weaker adjusted EBITDA and EPS. At a latest share price of US$370.08, General Electric has seen a 90 day share price return of 24.54% and a 1 year total shareholder return of 35.25%.
Yahoo Finance 2026-08-07
Caterpillar (CAT) Could Be 13% Undervalued After Record Quarter And Raised Outlook — Caterpillar’s strong guidance and record backlog have pulled the stock sharply higher this year, with a year to date share price return of 43.21% and a one year total shareholder return of 107.3%.
Yahoo Finance 2026-08-07
Jim Cramer Shares Key Reason Why Caterpillar Inc. (NYSE:CAT)’s Shares Are Higher Than Deere’s
Yahoo Finance 2026-08-07
ASTE Cuts 2026 EBITDA Outlook as Asphalt Order Delays Test Growth
Yahoo Finance 2026-08-07
Is ASTE Stock a Buy Now on Cheap Valuation Despite Execution Risk?
Yahoo Finance 2026-08-07
ASTE Stock Down 10.4% in 1 Week as Near-Term Earnings Risks Build — Astec Industries' shares fall 10.4% in a week as earnings pressure, lower guidance and order delays weigh against backlog gains.
Yahoo Finance 2026-08-07
ASTE's Q2 Earnings Miss Estimates on Higher Interest Expense
Yahoo Finance 2026-08-07
Honeywell International (HON) Could Be 25% Undervalued As Aerospace Miss Sparks Valuation Debate — Honeywell International’s latest spin off news comes after a tough period for the stock, with the share price falling 43.52% over the past 90 days and 38.55% year to date, while the 1 year total...
Yahoo Finance 2026-08-07
Zacks Investment Ideas feature highlights: Caterpillar, Mercury and Zebra
TheStreet 2026-08-08
Caterpillar tariffs send major signal on margins — Sales topped $20 billion for the first time in company history, and profit per share jumped 73% from last year. Notably, Caterpillar's (CAT) adjusted operating margin came in at 21.9%, boosted by a surprise recovery of tariff ...
A $72 Billion Reason to Buy Caterpillar Stock Now 2026-08-09
A $72 Billion Reason to Buy Caterpillar Stock Now — Caterpillar reported record second-quarter sales of $20.5 billion and a backlog of $72 billion, as demand remains strong across its businesses.
Trefis 2026-08-10
GE Stock Keeps Climbing. Should You Climb On?
Yahoo Finance 2026-08-10
GD or GE: Which Is the Better Value Stock Right Now?
Yahoo Finance 2026-08-10
Zacks Market Edge Highlights: Caterpillar, MasTec and United Rentals
Yahoo Finance 2026-08-10
Silver Spruce Resources, Inc. Announces New Chief Financial Officer
Yahoo Finance 2026-08-10
XPO Appoints Jonas Svedlund as Chief Legal Officer
Yahoo Finance 2026-08-10
Helen of Troy to Participate In The Canaccord Genuity 46th Annual Growth Conference
Trefis 2026-08-11
Reading Between The Lines Of CAT's Latest Call
24/7 Wall St. 2026-08-11
Honeywell Slides 5% As Future Growth Guidance At Chicago Investor Event Dissapoints
The Motley Fool 2026-08-11
Move Over, GE Aerospace: This Aerospace Stock Deserves Your Attention Instead
Yahoo Finance 2026-08-11
CAT Q2 Deep Dive: Robust Demand, Capacity Expansion, and Growing Backlog Lead the Quarter — Construction equipment company Caterpillar (NYSE:CAT) announced better-than-expected revenue in Q2 CY2026, with sales up 24% year on year to $20.54 billion. Its non-GAAP profit of $8.17 per share was 31.8% above analysts’ consensus estimates.
The Motley Fool 2026-08-11
Caterpillar (CAT) Q2 2026 Earnings Call Transcript — Record $20.5B quarterly sales driven by data center demand and a $72B backlog.
Yahoo Finance 2026-08-11
Caterpillar and Celsius have been highlighted as Zacks Bull and Bear of the Day
Yahoo Finance 2026-08-11
Honeywell Aerospace (HONA) Trade Settles at Valuation Discount Following Spin-off — Merion Road’s long-only large-cap portfolio increased 3.9% in the quarter, with YTD performance remaining flat.
Yahoo Finance 2026-08-11
Bull of the Day: Caterpillar (CAT)
Yahoo Finance 2026-08-11
KIOGE 2026 Marks 30 Years of Connecting the Global Energy Industry with Central Asia
Yahoo Finance 2026-08-12
BETA Technologies Inc (BETA) (Q2 2026) Earnings Call Highlights: Revenue Surges 146% as ... — BETA Technologies Inc (BETA) reports record Q2 revenue and nearly hits $4B backlog target, while navigating certification progress and significant cash burn.
Yahoo Finance 2026-08-12
SpaceX Supplier Tumbles After First Earnings Report Since IPO — Applied Aerospace & Defense fell about 10% on Wednesday after its first earnings report since going public in June.
Yahoo Finance 2026-08-12
The Zacks Analyst Blog Highlights Caterpillar, Komatsu, Terex and Astec Industries
Yahoo Finance 2026-08-12
American Fusion Inc. (OTC: AMFN) Appoints Niclas von Schantz as Strategic Advisor for Brand, Commercialization and International Market Development
Yahoo Finance 2026-08-13
General Electric (GE) Stock Gets Fair Value Boost After Q2 Driven Analyst Revisions — The Fair Value Estimate for General Electric has shifted from US$350.45 to about US$404.90 per share, which is a meaningful reset in how analysts are framing the stock.
Yahoo Finance 2026-08-13
Trimble Q2 Earnings Beat Estimates on Field Systems Strength
MarketWatch 2026-08-13
These nontech stocks can ride the AI build-out for years
Yahoo Finance 2026-08-13
ATI Q2 Earnings Beat Estimates on Aerospace Demand, Outlook Raised
Yahoo Finance 2026-08-13
Howmet Rides on Commercial Aerospace Strength: Will the Uptrend Continue? — HWM's commercial aerospace revenues jump 28% as air travel, aircraft demand and engine spares drive growth.
Yahoo Finance 2026-08-13
CAT Ends Q2 With Record Backlog: Is Demand Momentum Here to Stay? — Caterpillar's record $72 billion backlog points to strong demand ahead, supporting its upgraded 2026 sales outlook and growth across key segments.
Moby 2026-08-13
BETA Technologies, Inc. Q2 2026 Earnings Call Summary
Yahoo Finance 2026-08-14
Stratasys Q2 Earnings Beat, Revenues Miss on Weak System Sales
Yahoo Finance 2026-08-14
Is GE Aerospace (GE) One of the Best Aerospace Stocks to Own? — Polen Focus Growth returned 6.33% (net of fees) in the second quarter of 2026, significantly underperforming the Russell 1000 Growth Index’s 16.74% gain, as the market rally remained narrowly focused on AI […]
Yahoo Finance 2026-08-14
PMGC Holdings Inc. [NASDAQ: ELAB] Reports Q2 2026 Results and Files Form 10-Q; Total Assets Reach $36.6 Million, Up 184% from Year-End 2025 and 290% Year-over-Year, as Quarterly Revenue Nearly Doubles
Honeywell Sees Strong Orders, Targets 15% EPS Growth in 2027 2026-08-14
Honeywell Sees Strong Orders, Targets 15% EPS Growth in 2027
Yahoo Finance 2026-08-15
Caterpillar (CAT) Is Gaining Attention For Long Term AI Infrastructure Demand
Yahoo Finance 2026-08-15
How fast can the U.S. build data centers amid labour concerns?
Yahoo Finance 2026-08-15
The Bull Case For Honeywell (HON) Could Change Following Its AI-Focused Automation And Software Pivot - Learn Why — Earlier this week, Honeywell International reported strong order momentum across multiple regions and laid out multi-year financial targets centered on revenue growth, margin expansion, and free-cash-flow conversion above 90%.
Trefis 2026-08-17
Boeing Stock Commands a Massive Premium: Is It Truly Earned?
Yahoo Finance 2026-08-17
Caterpillar Expands Workforce Initiative to Arkansas to Strengthen Pathways to Manufacturing Careers — Sarah Huckabee Sanders, today announced the launch of its workforce commitment in Arkansas, marking another meaningful step in its five-year, $100 million Building the Future Workforce Initiative. With an allocation of up to $3 million, the funding aims to prepare Arkansas workers for jobs in modern manufacturing and industry technician roles.
Yahoo Finance 2026-08-17
HON Stock Declines 51.5% in 6 Months: Should You Buy, Hold or Sell? — Honeywell Technologies faces near-term pressure from weak demand, rising costs and debt, but automation growth and a $20B backlog offer support.
Yahoo Finance 2026-08-17
Kratos and GE Aerospace’s GEK800 Engine Receives U.S. Military Type Designation F143-ZZ-100 and EMD Contract Award for JASSM
Yahoo Finance 2026-08-18
Review & Preview: Chips Crumble — The Dow Jones Industrial Average lost 0.2%, hurt in part by companies like Caterpillar and Goldman Sachs, which have exposure to the faltering AI trade.
Yahoo Finance 2026-08-18
FTAI Aviation, EMCOR, Caterpillar, Wabash, and MYR Group Shares Are Falling, What You Need To Know — Data from the Federal Reserve indicated that U.S. industrial production rose by 0.2%, which was half of the 0.4% increase that analysts polled by The Wall Street Journal had anticipated. Manufacturing output also saw a modest 0.2% incr
Yahoo Finance 2026-08-18
How Investors Are Reacting To General Electric (GE) Winning A New U.S. Air Force Engine Contract
Yahoo Finance 2026-08-18
Nasdaq Tumbles as Chip Stocks Hit a Wall — The Dow Jones Industrial Average fell 116 points, or 0.2%. The Nasdaq Composite fell 1.3%.
Yahoo Finance 2026-08-18
Is General Electric (GE) Priced For Perfection After Its Massive Run? — General Electric has returned roughly 5x over the past five years, which puts extra focus on whether recent gains leave limited room for valuation upside.
The Motley Fool 2026-08-18
Caterpillar Costs the Dow 255 Points and Most Stocks Barely Notice
Yahoo Finance 2026-08-18
Caterpillar's Volume Gains Drive Growth: Can Its Uptrend Continue?
Yahoo Finance 2026-08-18
GE Aerospace Rises 19.9% YTD: Is the Rally Still Worth Chasing? — GE's 19.9% YTD rally reflects strong commercial and defense demand, but rising costs, debt and a premium valuation temper near-term upside.
Yahoo Finance 2026-08-18
Howmet's Defense Aerospace Strength Seems Firm: More Upside Ahead? — HWM's defense aerospace revenues rise 11%, while gas turbine sales surge 38%, adding momentum as military funding expands.
Yahoo Finance 2026-08-18
Acuity Inc. Names Ruth Gratzke President of Acuity Brands Lighting
Yahoo Finance 2026-08-18
Maynards Announces Clintwood JOD Multi-Million-Dollar Mining Equipment Auction
Yahoo Finance 2026-08-18
5 Top-Ranked High-Efficiency Stocks Poised for Stronger Returns
Honeywell Aerospace targets supplier bottlenecks to boost output 2026-08-18
Honeywell Aerospace targets supplier bottlenecks to boost output — A significant share of the company's 3,000 suppliers underperformed in the first half of the year, President and CEO James Currier said.
Yahoo Finance 2026-08-19
SpaceX Attempted to Acquire AI Coding Startup Cognition
Yahoo Finance 2026-08-19
The Dow Loses Steam. Goldman and Caterpillar Strike Again.
Trefis 2026-08-19
How To Bank 13% A Year On ETN Stock Without Selling A Share
Yahoo Finance 2026-08-19
‘AI Plays in Disguise’ – Analyst Highlights Quanta Services (PWR) as a Promising AI Power Stock
Yahoo Finance 2026-08-19
A New Defense Stock Is Born: Lyntris IPO Set For Wednesday — The defense contractor Lyntris sold 17 million shares in its IPO.
Yahoo Finance 2026-08-19
Honeywell Technologies Announces Leadership Updates for Process Technology and Building Automation
Yahoo Finance 2026-08-19
Zacks.com featured highlights include CareDx, Healthcare Services, Forum Energy Tech, Amneal Pharma and Caterpillar
Yahoo Finance 2026-08-19
How Weaker U.S. Industrial Output Data May Test Caterpillar's (CAT) Backlog Resilience
Yahoo Finance 2026-08-20
Deere Soars: Energy Infrastructure, Data Centers Fuel (At Last) An Earnings Gain
Trefis 2026-08-20
GE Aerospace Stock Is Priced For A Margin Repair That Has Not Happened Yet
Yahoo Finance 2026-08-20
Why Is Northrop Grumman (NOC) Up 11% Since Last Earnings Report?
Trefis 2026-08-20
Caterpillar Stock Is Priced To Swing Hundreds Of Dollars Either Way
Caterpillar bags $392M tariff refund as duty costs shrink 2026-08-20
Caterpillar bags $392M tariff refund as duty costs shrink — Excluding the refund, the heavy-equipment maker incurred $400 million in tariff expenses in the quarter that ended June 30.
Yahoo Finance 2026-08-20
Diesel Engines Meet the AI Boom: Inside Caterpillar and Cummins’ Record Quarters — Global data center energy usage is expected to rise 26% by 2026 to 565 terawatt-hours, while overall data center power demand will soar by 27% to 132 gigawatts.
Trefis 2026-08-20
Make Your TDG Shares Pay You 9.8% A Year While You Hold Them
Yahoo Finance 2026-08-21
Deere Faces Delayed Agricultural Recovery Amid Weak International Markets, BofA Says
Yahoo Finance 2026-08-21
What Is Caterpillar (CAT) Facing As AI Data Center Backlash Grows?
Yahoo Finance 2026-08-21
GE Aerospace's Robust Capital Position Fuels Higher Shareholder Returns
XPO names chief legal officer 2026-08-21
XPO names chief legal officer
Yahoo Finance 2026-08-21
Zacks.com featured highlights Boot Barn, Five Below, The Ensign and GE HealthCare
24/7 Wall St. 2026-08-24
Which Aerospace and Defense Stock Has Dominated in 2026: GE Aerospace, Boeing, or RTX?
UAW and Deere are set to clash amid AI sales boom 2026-08-24
UAW and Deere are set to clash amid AI sales boom
Yahoo Finance 2026-08-24
Soft Retail Markets Hurt 3M's Consumer Unit: Is a Turnaround Expected?
Yahoo Finance 2026-08-24
Caterpillar's Q2 Adjusted Operating Margin Rebounds: Is the Worst Over? — CAT's Q2 margin jumps 430 bps despite tariff costs, as higher sales volumes and pricing offset rising expenses and lift its 2026 outlook.
Yahoo Finance 2026-08-24
Do Howmet's Strong Q2 Margins Signal Further Upside for the Stock?
TheStreet 2026-08-24
Bill Gates has made $2.3 billion on Michael Burry's former favorite — Michael Burry’s former favorite has generated a big profit in Gates’ $6.8 billion position.
Related: GE Aerospace and commercial aviation supercycle 2026-08-25
Spillover from a related thesis (semantic)
Related: GE Aerospace defense and clean tech dual tailwind 2026-08-25
Spillover from a related thesis (semantic)
Related: GE Aerospace and commercial aviation supercycle 2026-08-25
Spillover from a related thesis (shares holding)
Related: GE Aerospace defense and clean tech dual tailwind 2026-08-25
Spillover from a related thesis (shares holding)
Trefis 2026-08-25
Before The Surge, Caterpillar Stock’s Order Book Told A Different Story
Yahoo Finance 2026-08-25
Caterpillar vs. Deere: Which Heavy Equipment Stock Should You Bet On?
Yahoo Finance 2026-08-25
2 Growth Stocks to Add to Your Roster and 1 We Find Risky
Yahoo Finance 2026-08-25
Caterpillar (CAT) Stock May Be 4% Undervalued On Tariff Refund News — Caterpillar stock has delivered a very large 318.0% return over the past five years, yet current checks suggest the shares are closer to fairly valued than obviously cheap, with the Discounted Cash Flow (DCF) estimate and earnings multiples sending slightly different signals about upside from here.
Yahoo Finance 2026-08-25
Caterpillar (CAT) Could Be 20% Undervalued On Its Margin And Cash Flow Narrative — Caterpillar (CAT) is back in focus after the Gates Foundation Trust reported holding about 6.35 million shares worth roughly US$6.77b as of June 30, 2026, alongside Michael Burry’s first disclosed short position.
Trefis 2026-08-25
Is GE Stock Worth Its Steep Peer Premium?
Yahoo Finance 2026-08-26
T. ROWE PRICE EXPLORES WHAT INVESTORS CAN LEARN FROM HONEYWELL TECHNOLOGIES' TRANSFORMATION AND THE FUTURE OF INDUSTRIAL AUTOMATION
Yahoo Finance 2026-08-26
Honeywell Aerospace announces participation at upcoming investor conferences
Trefis 2026-08-26
Deere’s Ag Cycle Is Turning, But Can Profitability Follow?
Yahoo Finance 2026-08-26
Industrial Giants Pivot to AI Data Centers: Caterpillar (CAT), Cummins (CMI), and Ford (F) Target Power Boom
Trefis 2026-08-26
Can CAT Stock Yield 12% Annualized Income While You Wait Out The Slowdown?
Yahoo Finance 2026-08-26
Can Honeywell Technologies Boost Margin Performance Amid Cost Pressures?
D-Wave Has Many Positive Attributes, But There’s a Better Name in the Quantum Sector 2026-08-26
D-Wave Has Many Positive Attributes, But There’s a Better Name in the Quantum Sector
Yahoo Finance 2026-08-26
GE Aerospace (GE) Rises As Market Takes a Dip: Key Facts — In the most recent trading session, GE Aerospace (GE) closed at $354.39, indicating a +1.39% shift from the previous trading day.
Trefis 2026-08-26
Is GE Stock Priced For A 40% Rally Or A 30% Drop?
Yahoo Finance 2026-08-27
Will 3M Be Able to Sustain Margin Momentum Amid Cost Pressures?
Yahoo Finance 2026-08-27
HON vs. EMR: Which Automation Stock Has Better Growth Potential?
Yahoo Finance 2026-08-27
Why Is Textron (TXT) Down 2.7% Since Last Earnings Report?
Trefis 2026-08-27
Does Boeing Stock Have a Margin Problem Hiding in Plain Sight?
Yahoo Finance 2026-08-27
Is Honeywell International (HON) Cheap After Leadership Changes And A Sharp Pullback? — Honeywell International's leadership reshuffle comes at a time when the stock has pulled back, with a 30 day share price return down 10.21% and a 90 day share price return down 52.65%, even as the 1 year total shareholder return is 2.97%, 3...
Yahoo Finance 2026-08-27
Here's How Much You'd Have If You Invested $1000 in Caterpillar a Decade Ago
Yahoo Finance 2026-08-27
Honeywell (HON) Stock May Be Cheap Following Its 44% Slide — Year to date, Honeywell International is down about 43.7%, which raises the question of whether the latest sell off has pushed...
The Motley Fool 2026-08-27
Archer Aviation vs. GE Aerospace: Which Industrials Stock Is a Better Buy in 2026?
Trefis 2026-08-27
How Much Upside Can ETN Stock's Growth Deliver? — Yet Eaton's sales to the segment surged about 65% last quarter.
Yahoo Finance 2026-08-27
General Industrial Machinery Stocks Q2 Results: Benchmarking GE Aerospace (NYSE:GE)
Yahoo Finance 2026-08-27
Why Caterpillar (CAT) Might be Well Poised for a Surge
Yahoo Finance 2026-08-28
Solstice Scraps Element Deal and Launches $500 Million Buyback
Yahoo Finance 2026-08-28
Caterpillar (CAT)’s Dividend Case Is Stronger in 2026, But the Yield is Holding it Back — The company raised its quarterly dividend by 8%, or $0.12, to $1.63 per share in June. That puts the annualized dividend at $6.52 per share, up from $6.04 previously.
Yahoo Finance 2026-08-28
This Quantum Stock Is Surging 58% in Its Trading Debut. Meet Pasqal.
Yahoo Finance 2026-08-28
Solstice Stock Jumps After Calling Off a Major Acquisition
Yahoo Finance 2026-08-28
Howmet vs. GE Aerospace: Which Aerospace & Defense Stock Should You Bet On?
Yahoo Finance 2026-08-28
Broad-Based Strength Lifts GE Aerospace (GE) Performance — The strategy increased 7.6% (in EUR, unhedged) in the […]
Trefis 2026-08-28
Eaton Stock Can Swing Far More Than Its Steady Story Suggests
Yahoo Finance 2026-08-28
CAT's Construction Revenues Up 35% in Q2: Can It Maintain This Pace?
Trefis 2026-08-28
Is Caterpillar Stock Relying on an Artificial Demand Story?
GE Vernova swipes Rivian CFO 2026-08-28
GE Vernova swipes Rivian CFO — Rivian’s Claire McDonough will receive a $5 million cash sign-on payment as she steps into GE Vernova’s CFO seat, succeeding Kenneth Parks.
Yahoo Finance 2026-08-28
Honeywell International Inc. (HON) Declines More Than Market: Some Information for Investors — (HON) settling at $217.43, representing a -1.34% change from its previous close.
Yahoo Finance 2026-08-28
Could Kratos Defense & Security Solutions (KTOS) Stock Outperform GE Aerospace (GE) as Next-Generation Defense Spending Accelerates?
The Motley Fool 2026-08-28
GE Aerospace's LEAP Engine Deliveries Jumped 41% This Year. Here's Why Boeing and Airbus Both Need That Number to Keep Climbing.
Yahoo Finance 2026-08-29
General Electric (GE) Names Claire McDonough As GE Vernova CFO
Yahoo Finance 2026-08-30
How AI Power Demand Transformed Caterpillar (CAT) into a High-Multiple Tech Play — Just two weeks earlier, the company posted its first-ever $20 billion sales quarter, and a fast-growing power generation arm is quietly becoming its most important source of growth.
Yahoo Finance 2026-08-31
Honeywell International's Growth Outlook Improves After Aerospace Spin, Morgan Stanley Says
Yahoo Finance 2026-08-31
4 Industrial Stocks to Grab on Robust Jump in Durable Goods Orders — CAT, HLIO, CR and PRLB stand out as manufacturing rebounds, with durable goods orders jumping 1.1% in July.
Is GE Aerospace Stock Outperforming the Nasdaq? 2026-08-31
Is GE Aerospace Stock Outperforming the Nasdaq?
Trefis 2026-09-01
The Engine Behind GEV Stock Has Real Parts
Trefis 2026-09-01
What History Says About Buying GE Stock After a Pullback — The aerospace leader's stock has pulled back 10%, but how has the ticker historically responded when sell-offs turn into deeper 20% dips.
Yahoo Finance 2026-09-01
MMM Rides on Strong Safety & Industrial Segment: More Upside Ahead? — 3M's Safety and Industrial segment posts 8.2% organic sales growth, with broad demand and productivity gains supporting 2026 growth.
Stocktwits 2026-09-01
Honeywell Aerospace Agrees To Pay Over $2M To Settle Cybersecurity Allegations — HONA Stock Falls 2.5%
The Motley Fool 2026-09-01
I Wouldn't Sell GE Vernova, Even After the Wind Business Fell 40%
Yahoo Finance 2026-09-01
Here's Why GE Aerospace (GE) Fell More Than Broader Market — In the most recent trading session, GE Aerospace (GE) closed at $331.09, indicating a -1.38% shift from the previous trading day.
Why Lockheed Martin (LMT) Dipped More Than Broader Market Today 2026-09-01
Lockheed Martin up 2.98% — broad defense sector strength supporting hypersonic/advanced propulsion theme
BofA names 2 SpaceX alternatives with massive upside 2026-09-01
Bank of America sees up to 71% upside in defense/space names expanding across launch, defense and lunar markets
Stocktwits 2026-09-02
GE Stock Inches Up Overnight On $2.8B Navy Contract As Hypersonic Program Advances
Metso to supply process technology for GTK Mintec plant in Finland 2026-09-02
Metso to supply process technology for GTK Mintec plant in Finland
Yahoo Finance 2026-09-02
Deere (DE) Upgrade Puts Valuation Back In Focus — Deere’s share price has gained 44.83% year to date, with a 14.92% 3 month share price return and a 14.07% 1 month share price return, while the 5 year total shareholder return of 94.23% reflects longer term momentum as recent guidance, buybacks and dividend affirmations keep investors focused...
Yahoo Finance 2026-09-02
KUBTY vs. DE: Which Stock Should Value Investors Buy Now?
Yahoo Finance 2026-09-02
Why Is CNH (CNH) Up 11.4% Since Last Earnings Report?
Yahoo Finance 2026-09-02
Will Interim Co-CFO Appointments Reshape Lindsay's (LNN) Financial Voice and Capital Allocation Story?
Yahoo Finance 2026-09-02
The Fund Added GE Aerospace (GE) Amid Market Skepticism — Global equities rebounded sharply during the quarter, with the MSCI ACWI Index returning 15.3% as resilient economic growth, strong corporate earnings, and continued enthusiasm around artificial intelligence supported markets despite persistent […]
InvestorsHub 2026-09-02
Caterpillar Collaborates With FieldAI on Industrial Robotics and AI Technology
Yahoo Finance 2026-09-02
SpaceX Is Barging Into New Businesses and Dragging These Power Stocks Down
Quartz 2026-09-02
Greg Abel says Japan bond yields not a concern for Berkshire trading houses
Yahoo Finance 2026-09-02
Caterpillar and FieldAI Advance AI-Powered Industrial Innovation
Yahoo Finance 2026-09-02
GE Rides on Commercial Engines Unit Strength: Will the Uptrend Continue? — GE Aerospace's commercial engines unit is riding on strong orders, rising deliveries and 27% revenue growth, with 2026 sales expected to climb about 20%.
Yahoo Finance 2026-09-02
LogProstyle to Participate in North American Investor Conferences
Yahoo Finance 2026-09-02
Pasqal Stock Slump Highlights Growing Macro Risks Facing Quantum Computing Industry
Yahoo Finance 2026-09-02
New 3M™ Cooling Film helps fleet and rail operators keep cabin interiors cooler and improve efficiency
Yahoo Finance 2026-09-02
Buy and Hold Caterpillar Poised to Gain Further on AI Data Center Boom
Yahoo Finance 2026-09-02
Chairman Hyun-Joon Cho's Proactive Investments Strengthen Hyosung Heavy Industries' Position as a U.S. Power Grid Total Solution Provider
Yahoo Finance 2026-09-02
GreenPower's First Commercial Delivery in New Mexico of EV Star Passenger Vans to The Hive Day Care Centers
Yahoo Finance 2026-09-02
Massey Ferguson Introduces N-Series Split/Narrow Row Planter at 2026 Farm Progress Show
Yahoo Finance 2026-09-02
Global Data Center Access Control Market Outlook 2026-2030 Featuring Profiles of Cisco Systems, Honeywell and Johnson Controls - Market to Reach $2.34 Billion by 2030 as Security Investments Accelerat
Yahoo Finance 2026-09-02
September Is Usually Ugly For Stocks — Why This Year Is Different
Yahoo Finance 2026-09-02
Global Coaches Market Revenue and Strategy Outlook 2026-2030 - Featuring Profiles of Daimler Truck, Volvo Group and Scania AB
Can CAT Stock Compound Its Way Higher? 2026-09-02
Caterpillar power generation retail sales +72% YoY Q2 2026 — direct evidence of AI-driven power equipment demand surge
Yahoo Finance 2026-09-03
MX.0 UK Launches in Sheffield, Bringing Manufacturer-Led Digital Transformation Event to the UK
Elon Musk Noted Natural Gas Will Still Fuel Data Centers, Gene Munster Says 'Makes Sense' to Put 'Ne 2026-09-03
Gene Munster identifies power sector as next major AI infrastructure investment wave
JPMorgan executive reveals what AI projects must prove to win funding 2026-09-03
JPMorgan highlights power sourcing as key challenge for AI data center builders — confirms bottleneck
Hidden China risks are emerging in America’s multibillion-dollar AI data center boom 2026-09-03
US AI data centers relying on China-linked transformer/battery supplies — supply chain risk amplifies bottleneck thesis
Brady Q4 Earnings Call Highlights 2026-09-03
Brady Q4 Earnings Call Highlights
Yahoo Finance 2026-09-03
StandardAero Celebrates Official Opening of its Expanded Facility in Winnipeg — SCOTTSDALE, Ariz., September 03, 2026--StandardAero (NYSE: SARO), a leading independent pure-play provider of aerospace engine aftermarket services, including engine maintenance, repair and overhaul (MRO) and engine component repair, today celebrated the grand opening of its new 70,000 sq. ft. expansion at one of the Company’s facilities in Winnipeg, MB.
Yahoo Finance 2026-09-03
Honeywell Technologies Announces Participation at Upcoming Investor Conference
Yahoo Finance 2026-09-03
Caterpillar (CAT) Down 9.1% Since Last Earnings Report: Can It Rebound?
Yahoo Finance 2026-09-03
2 of Wall Street’s Favorite Stocks with Impressive Fundamentals and 1 We Avoid
Yahoo Finance 2026-09-03
GE Vernova (GEV) Laps the Stock Market: Here's Why — In the closing of the recent trading day, GE Vernova (GEV) stood at $941.84, denoting a +2.16% move from the preceding trading day.
MarketWatch 2026-09-03
These stocks in the red-hot healthcare sector have gotten too crowded to own
Trefis 2026-09-03
Should You Buy Boeing Stock While It Still Loses Money On Airplanes? — Boeing (BA) trades at $208.87, down 12.0% over the past twelve months while the S&P 500 returned 20.5%.
Yahoo Finance 2026-09-03
Can CAT's AI Push With FieldAI Redefine Industrial Operations?
Moby 2026-09-03
Brady Corporation Q4 2026 Earnings Call Summary
Yahoo Finance 2026-09-03
Heavy Machinery Q2 Earnings: Caterpillar (NYSE:CAT) is the Best in the Biz
Trefis 2026-09-03
Eaton Stock Looks Expensive Until You Price The Factory Ramp — Eaton (ETN) trades near $390 a share, about 39.7 times the adjusted earnings it made over the past twelve months.
Yahoo Finance 2026-09-03
Jim Cramer Explains the Reason Behind Caterpillar’s (CAT) Post-Earnings Pullbacks
Yahoo Finance 2026-09-04
3 Market-Beating Stocks with Exciting Potential
Yahoo Finance 2026-09-04
Caterpillar (CAT) Upgraded to Strong Buy: What Does It Mean for the Stock?
Yahoo Finance 2026-09-04
MITSY vs. HON: Which Stock Is the Better Value Option?
Yahoo Finance 2026-09-04
Wireless Industrial Sensors Market - Global Forecast to 2036 — The global wireless industrial sensors market is projected to grow from USD 5.62 billion in 2026 to USD 12.94 billion by 2036, registering an 8.7% CAGR.
Yahoo Finance 2026-09-04
How Putin’s Space Failures Highlight SpaceX’s Dominance
Yahoo Finance 2026-09-04
Does GE’s New Navy Engine Deal Deepen Its Recurring Defense Revenue Story (GE)? — GE Aerospace recently secured a five-year US$2.87 billion U.S.
Yahoo Finance 2026-09-04
Jim Cramer Might Have Revealed A Major Hidden Nuclear Stock As Part Of His Discussion Of Materials & Chemical Companies — (NASDAQ:SOLS)’s shares closed a whopping 12.8% higher on August 28th after the firm announced that it had ended its plans to merge with Element Solutions Inc (NYSE:ESI). The reversal came after the stock had lost more than 20% in the days after it had announced the merger.
Caterpillar partners with FieldAI for equipment automation 2026-09-04
Caterpillar partners with FieldAI for equipment automation
Yahoo Finance 2026-09-05
Top 3 Defense Stocks To Watch In September 2026
Yahoo Finance 2026-09-06
Elon Musk Cheers Heart Aerospace’s $5 Electric Aircraft Flight — Says ‘An Important Next Step Is Making It Autonomous’ — Elon Musk applauded Heart Aerospace’s first flight of its X1 battery-electric demonstrator on Thursday, which the company says flew for 27 minutes using roughly $5 worth of electricity, while arguing autonomy should come next.
Yahoo Finance 2026-09-06
Solstice (SOLS) and Element Solutions (ESI) Call Off Their $14.5 Billion Combination — (NASDAQ:SOLS) and Element Solutions Inc (NYSE:ESI) mutually agreed to terminate their $14.5 billion merger agreement, the companies said on August 27, citing feedback from shareholders on both sides who preferred each to stay independent.
Yahoo Finance 2026-09-07
Airport Security Solutions, Global, 2025-2030 Now Available — Tracks 9.4 Billion 2024 Passengers Across 7 Regions as 100+ Vendors Compete for Smart Airport Contracts
Yahoo Finance 2026-09-07
Strength in Transportation & Electronics Unit Drives 3M: A Sign of More Upside?
The Motley Fool 2026-09-07
Caterpillar vs. Corning: Which Stock Is a Better Buy in 2026?
Yahoo Finance 2026-09-08
GE Aerospace Strikes $11.75 Billion Deal to Buy Consolidated Precision Products
Yahoo Finance 2026-09-08
GE Aerospace To Buy Key Industry Castings Supplier CPP For Nearly $12 Billion — GE Aerospace announces deal to purchase CPP for nearly $12 billion in an effort to bolster castings production, supply chain.
Trefis 2026-09-08
Should You Buy GE Aerospace Stock On Cash That Came Early? — At $337 a share, GE Aerospace (GE) trades at 39 times trailing earnings, which is not typically where an investment thesis begins. Management has raised 2026 free cash flow guidance to $8.9 billion to $9.2 billion, and on the CFO's own account that is more cash than the company expected to generate in 2028 when it framed that year in July 2025.
Yahoo Finance 2026-09-08
GE’s $12 Billion Bet on the Unsexy Industry SpaceX Is Trying to Disrupt — GE Aerospace is buying Consolidate Precision Products for almost $12 billion.
Quartz 2026-09-08
GE Aerospace acquires Consolidated Precision Products for $11.75B
Yahoo Finance 2026-09-08
Avianca secures first of its kind financing from the Brazilian Agency for the Management of Guarantee Funds and Guarantees (ABGF) for Maintenance, Repair and Overhaul (MRO) services at GE Aerospace's
InvestorsHub 2026-09-08
GE Aerospace Agrees $11.75 Billion Acquisition of Consolidated Precision Products — GE Aerospace (NYSE:GE) said on Tuesday that it has agreed to acquire Consolidated Precision Products from private investment firms Warburg Pincus and Berkshire Partners for $11. 75 billion.
Yahoo Finance 2026-09-08
GE Deal Highlights Value of Berkshire’s Precision Castparts. It Could Be Worth $100 Billion. — General Electric’s pricey purchase of Consolidated Precision Products for $11.75 billion from two private-equity firms highlights the value in Berkshire Hathaway’s Precision Castparts unit.
Yahoo Finance 2026-09-08
GE Aerospace Gains After Paying 26 Times Profit for a Bottleneck — The $11.75 billion purchase buys scarce casting capacity at a price demanding substantial integration benefits.
GE Aerospace makes $11.75B Ohio acquisition 2026-09-08
GE Aerospace makes $11.75B Ohio acquisition — GE Aerospace, which employs thousands of employees in the region, is acquiring a large Ohio manufacturer in a a nearly $12 billion dollar deal.
Stocktwits 2026-09-08
GE's CPP Deal Isn't About EPS Accretion, Says Jefferies — It's 'An Impactful Move In The Blades & Vanes War Games' — GE Aerospace is acquiring casting supplier Consolidated Precision Products for $11.75 billion, the largest deal since its 2024 spinoff.
Yahoo Finance 2026-09-08
Howmet Rises 26.5% Year to Date: Should Investors Buy the Stock Now? — HWM's 26.5% year-to-date rally is backed by aerospace demand and raised 2026 guidance, though rich valuation and SpaceX competition pose risks.
Yahoo Finance 2026-09-08
Caterpillar Gains 95% in a Year: Time to Buy, Sell or Hold the Stock?
Yahoo Finance 2026-09-08
GE Aerospace to acquire Consolidated Precision in $11.75b deal — Investing.com -- GE Aerospace announced Tuesday it signed an agreement to purchase Consolidated Precision Products from private investment firms Warburg Pincus and Berkshire Partners for $11.75 billion.
GE Aerospace makes $11.75B Ohio acquisition 2026-09-09
GE Aerospace makes $11.75B Ohio acquisition — GE Aerospace, which employs thousands of employees in the region, is acquiring a large Ohio manufacturer in a a nearly $12 billion dollar deal.
Yahoo Finance 2026-09-09
FLNC Stock Trades at a Discount: Should You Buy, Sell or Hold?
24/7 Wall St. 2026-09-09
As 10-Year Yields Close In on 5%, Piper Sandler Says Caterpillar and Industrials Are the New AI Winners — Find out which industrial giant sits at the center of the rotation and what a move through 4.80% on the ten-year would do to the thesis.
Yahoo Finance 2026-09-09
5 Stocks to Buy as U.S. Manufacturing Stays on Growth Track
Yahoo Finance 2026-09-09
Ennov Appoints Oxana Pickeral as Chief Executive Officer
Yahoo Finance 2026-09-09
Anthropic Bombshell Spikes Fears for AI Stocks—and Humanity — A current Anthropic researcher replied on X, giving such a scenario a greater than 10% chance.
Quartz 2026-09-09
Jim Cramer says investors are too focused on AI stocks
Yahoo Finance 2026-09-09
GE Aerospace (GE) Registers a Bigger Fall Than the Market: Important Facts to Note — In the closing of the recent trading day, GE Aerospace (GE) stood at $325.42, denoting a -2.83% move from the preceding trading day.
Yahoo Finance 2026-09-09
Jim Cramer Discusses the Manufacturing Recovery at GE Aerospace (GE) and Boeing (BA) — During a September 8 episode of Mad Money, Jim Cramer examined the broader aerospace ecosystem following GE Aerospace’s (NYSE:GE) nearly $12 billion agreement to acquire castings specialist Consolidated Precision Products (CPP).
Yahoo Finance 2026-09-09
Has Caterpillar (CAT) Outpaced Other Industrial Products Stocks This Year?
Yahoo Finance 2026-09-09
GE to Buy Consolidated Precision Products for $11.75B — GE Aerospace agreed to buy castings manufacturer Consolidated Precision Products from Warburg Pincus and Berkshire Partners for $11.75 billion, a deal that will significantly expand the jet-engine manufacturer's capacity for the critical components.
Trefis 2026-09-09
Can Data Center Power Fuel CAT Stock To New Highs? — Caterpillar (CAT) has almost doubled over the past year, gaining 96.3% while the S&P 500 returned 19.1%. Deere and Cummins each gained about 43%.
Yahoo Finance 2026-09-09
Caterpillar (CAT)’s FieldAI Partnership Strengthens Its AI Autonomy Opportunity
Yahoo Finance 2026-09-09
GE Drops 2.8% After Paying Four Quarters of Cash Flow for One Chokepoint
24/7 Wall St. 2026-09-09
Cramer: GE Aerospace’s $12 Billion Acquisition Is ‘Going to Send This Stock Up’
Yahoo Finance 2026-09-09
Honeywell International Inc. (HON) Declines More Than Market: Some Information for Investors — (HON) concluded the recent trading session at $204.93, signifying a -1.59% move from its prior day's close.
Yahoo Finance 2026-09-09
GE Aerospace (GE) Is Paying $12 Billion to Fix Its Biggest Bottleneck. Is It Worth It? — On September 8, 2026, GE Aerospace (NYSE:GE) agreed to buy Consolidated Precision Products (CPP) for $11.75 billion. Trading already at roughly 40x earnings, the company has now attacked one of its genuine bottlenecks through the […]
Yahoo Finance 2026-09-09
GE Expands Mission-Critical Castings Capacity Through CPP Acquisition
A $12 Billion Reason to Buy GE Stock Today 2026-09-09
A $12 Billion Reason to Buy GE Stock Today — GE Aerospace stock gains on an $11.75 billion acquisition of CPP.
Cognition AI valued at $48bn after $2bn Series E financing 2026-09-09
Cognition AI valued at $48bn after $2bn Series E financing
Trefis 2026-09-10
How Far Could Boeing Stock Fall If The Market Turns? — Boeing (BA) stock trades near $206, down 11.3% over the past month and 10.6% over the past year, while the S&P 500 returned 18.5% over the same twelve months.
Yahoo Finance 2026-09-10
Can RTX's GTF Aftermarket Expansion Boost Its Growth Outlook?
24/7 Wall St. 2026-09-10
CAT Could Be the Best AI Infrastructure Stock You’re Overlooking
Yahoo Finance 2026-09-10
Caterpillar (CAT) Registers a Bigger Fall Than the Market: Important Facts to Note — Caterpillar (CAT) closed the most recent trading day at $805, moving 1.29% from the previous trading session.
TheStreet 2026-09-10
Warren Buffett’s $37B ‘mistake’ may now be worth $100B
The Motley Fool 2026-09-10
Boeing vs. GE Aerospace: Which Industrials Stock Is a Better Buy in 2026? — Boeing's debt burden and negative cash flow contrast sharply with GE's fortress balance sheet and $7.3 billion in free cash flow.
Yahoo Finance 2026-09-10
Strong Orders Drive GE's Defense & Propulsion: Can Momentum Sustain?
Trefis 2026-09-11
Is Eaton Stock Amplifying A Risk You Already Own? — Eaton (ETN) makes the power equipment that goes inside data centers, among much else, and it has climbed 5.0% over the last five trading days while the S&P 500 slipped 0.2%.
Trefis 2026-09-11
What Happens To CAT Stock If Data Center Demand Cools? — Caterpillar (CAT) stock returned 94% over the past twelve months, against 17.9% for the S&P 500, and its second quarter of 2026 was the first in company history above $20 billion of sales and revenues.
GE Is Buying Consolidated Precision Products in a Nearly $12 Billion Deal. How Investors Should View 2026-09-11
GE Is Buying Consolidated Precision Products in a Nearly $12 Billion Deal. How Investors Should View the Acquisition. — GE Aerospace agreed to buy Consolidated Precision Products for $11.75 billion on Sept. 8, aiming to lock in a longtime supplier of critical engine castings and airfoils.
Yahoo Finance 2026-09-11
Buy Robinhood Markets Stock, Analyst Says. Plus, Intuit and 4 More Stocks.
24/7 Wall St. 2026-09-11
Deere and Caterpillar Are Both Up Over 40% This Year: Take Profits or Hold On for the Ride?
Yahoo Finance 2026-09-12
GE Aerospace (GE)’s $12 Billion CPP Acquisition Puts Its Growth Strategy to the Test — It agreed to acquire Consolidated Precision Products (CPP) for around $12 billion.
Yahoo Finance 2026-09-13
Boy, We Were Wrong About SpaceX — Shortly before SpaceX’s record-setting IPO, we called SpaceX stock worth $90 a share. Now, it looks as if SpaceX shareholders were the winners in the xAI deal and that while SpaceX is still hard to value, it’s worth far more than $90 a share.
24/7 Wall St. 2026-09-14
Caterpillar Falls 4% While Deere Edges Higher: Is the Data Center Power Trade Unwinding?
Yahoo Finance 2026-09-14
GE Aerospace Stock Gets a Downgrade. ‘Great Times Don’t Last Forever.’
Yahoo Finance 2026-09-14
Howmet Aerospace (HWM) Faces New Competitive Pressure after GE’s $11.75 Billion CPP Deal — (NYSE:HWM) is facing a mixed outlook after GE Aerospace agreed to acquire Consolidated Precision Products (CPP) for about $11.75 billion to secure more control over critical engine castings and expand production capacity. The announcement initially hit Howmet shares, which fell about 10%, as investors worried that GE could eventually rely less on […]
Stocktwits 2026-09-14
These 5 Aviation Stocks Slide As Melius Warns ‘Several Years Of Robust’ Aftermarket Growth May Be Ending
Trefis 2026-09-14
Caterpillar Stock Looks Expensive Until You Price The Backlog, And Then The Margins — Caterpillar (CAT) has nearly doubled over the past year, and it trades near $820 a share, about 36 times its last twelve months of adjusted earnings.
Honeywell Aerospace settles with DOJ for $2M over cybersecurity claims 2026-09-14
Honeywell Aerospace settles with DOJ for $2M over cybersecurity claims
Yahoo Finance 2026-09-14
Aircraft Lightning Protection Market Outlook 2026-2035 - Featuring Profiles of Honeywell International, TE Connectivity, and Parker Hannifin — Global Aircraft Lightning Protection Market to Reach USD 9.3 Billion by 2035 as Advanced Aircraft Safety Investments Accelerate The global aircraft lightning protection
Yahoo Finance 2026-09-15
Europe Molecular Sieves Market Forecasts Growth from $0.98B (2026) to $1.16B by 2031, Profiling BASF, Honeywell, Clariant, Solvay & 17 Other Key Players — Europe Molecular Sieves Market Forecast to Reach USD 1.16 Billion by 2031 The Europe molecular sieves market is projected t
Yahoo Finance 2026-09-15
Aircraft Mission Computers Market Outlook 2026-2035 Featuring Profiles of Collins Aerospace, Honeywell International, and BAE Systems — Global Aircraft Mission Computers Market Projected to Reach USD 12.3 Billion by 2035 The global aircraft mission computers market was valued at USD 5.6 billion
Yahoo Finance 2026-09-15
How Caterpillar (CAT) Drives Sector-Leading Performance Beyond AI Models — Following a strong rebound from the first-quarter decline, the S&P 500 gained 15.2% as accelerating capital spending toward artificial intelligence infrastructure drove significant gains across technology hardware companies.
Yahoo Finance 2026-09-15
Caterpillar and Campbell's have been highlighted as Zacks Bull and Bear of the Day
Yahoo Finance 2026-09-15
Luck Stone Builds on Autonomous Hauling Success with Caterpillar — The expansion builds on proven results at Bull Run, where autonomous trucks have hauled more than 3.5 million tons since going live in November 2024.
Yahoo Finance 2026-09-15
Investors Heavily Search Caterpillar Inc. (CAT): Here is What You Need to Know
Yahoo Finance 2026-09-15
Honeywell Technologies Modernizes Barracks Access Management for U.S. Marine Corps Worldwide
Yahoo Finance 2026-09-15
1 Profitable Stock Worth Your Attention and 2 Facing Challenges
Trefis 2026-09-15
Why Is Boeing Stock Falling While Revenue Soars Past Peers?
Yahoo Finance 2026-09-15
Can 3M Continue Its Strong Capital Returns to Shareholders?
Yahoo Finance 2026-09-15
Honeywell (HON) Lands Award Winning Marine Barracks Security Rollout
Why Wall Street Could Be Pricing This GE Stock Option Spread Incorrectly 2026-09-15
Why Wall Street Could Be Pricing This GE Stock Option Spread Incorrectly
Yahoo Finance 2026-09-15
Honeywell International Inc. (HON) Gains As Market Dips: What You Should Know — (HON) settling at $203.44, representing a +1.02% change from its previous close.
Yahoo Finance 2026-09-15
GE Aerospace (GE) Suffers a Larger Drop Than the General Market: Key Insights — The latest trading day saw GE Aerospace (GE) settling at $306.96, representing a -3.34% change from its previous close.
Trefis 2026-09-15
Should You Buy Caterpillar Stock With An Order Book Almost As Big As Its Annual Revenue? — Caterpillar (CAT) has fallen about 26% from its 52-week high, and the argument has narrowed to two questions: does construction demand slow, and do data center orders last. Underneath both sits an order book of $72 billion, close to the $74.7 billion of revenue it generated over the trailing twelve months.
Trefis 2026-09-15
What Has To Go Right For GE Stock To Keep Climbing? — GE Aerospace (GE) trades near $318, up 13.4% over the past twelve months. Behind that price sits a commercial services backlog of roughly $170 billion, work on engines already flying.
Trefis 2026-09-16
Should You Get Paid While Eaton Finishes Its Factories? — Eaton (ETN) trades about 15% below its 52-week high and has gained less than the S&P 500 over the past year.
24/7 Wall St. 2026-09-16
GE Vernova Gave Back Its Gains Since July: One Wall Street Pro Says 65% Gains Will Materialize Soon — Now one Wall Street analyst sees a path to 65% upside, and the order book behind that call is harder to dismiss than the selloff suggests.
Trefis 2026-09-16
Should Record Revenue Make IonQ Stock Feel Safer? — IonQ (IONQ) stock trades at about $37, roughly 55% below its high inside the last year. The market did not do that: over the past twelve months the S&P 500 returned 16.6% while IonQ lost 33.4%.
Yahoo Finance 2026-09-16
GE Aerospace (GE) Advances While Market Declines: Some Information for Investors — GE Aerospace (GE) closed at $312.9 in the latest trading session, marking a +1.91% move from the prior day.
24/7 Wall St. 2026-09-16
GE Vernova Climbs 5% as CEO Sees Backlog Hitting $200B Early; Eaton and Quanta Services Edge Higher
Yahoo Finance 2026-09-16
GE Aerospace Gains Over 3.1% as a Rival Validates Its $11.75 Billion Bet
Trefis 2026-09-16
How Far Can GE Stock Move When The Work Is Already Booked? — At about $307, contracts running twelve months out carry a band from near $216.93 to near $434.6, with roughly a two-in-three chance the stock finishes inside it.
Trefis 2026-09-16
Is CAT Stock Safe At $780? Sizing Caterpillar’s Next Move — Caterpillar (CAT) trades around $780. The market puts roughly a two-in-three chance that the stock finishes somewhere between about $525 and about $1,170 a year from now.
Yahoo Finance 2026-09-16
Can GE Aerospace Continue Its Strong Capital Returns to Shareholders? — GEs higher dividend, $20B buyback authorization and raised 2026 free cash flow outlook support its strong shareholder returns.
Yahoo Finance 2026-09-16
Can CAT's Quarry Automation Expansion Create New Growth Opportunities? — Caterpillar is expanding autonomous hauling at Luck Stone's two Virginia quarries, building on 3.5 million tons hauled at Bull Run since November 2024.
TheStreet 2026-09-16
Michael Burry reveals his verdict on the ongoing AI bubble
Honeywell Sees Strong Start as Pure-Play Automation Push Gains Momentum 2026-09-16
Honeywell Sees Strong Start as Pure-Play Automation Push Gains Momentum
Yahoo Finance 2026-09-16
RSE Enters the U.S. Market with Power Generation and High-Efficiency Thermal Technologies
Yahoo Finance 2026-09-17
What Does Caterpillar (CAT) Mean For Quarry Automation With Its New Truck Rollout?
Yahoo Finance 2026-09-17
3 Stocks to Watch in the Promising Construction & Mining Equipment Industry
Trefis 2026-09-17
Could Eaton Stock Lose A Third Or Gain Half In A Year? — Eaton (ETN) shares trade near $398, and its options price a one-year range from about $268 to about $591.
Yahoo Finance 2026-09-17
Lyft downgraded, Trip.com upgraded: Wall Street's top analyst calls
Yahoo Finance 2026-09-17
GE Aerospace (GE) Pays $12 Billion to Own the ‘Black Art’ Behind its Jet Engines — On September 9, 2026, Reuters reported that GE Aerospace (NYSE:GE) agreed to buy castings maker Consolidated Precision Products for $11.75 billion.
Yahoo Finance 2026-09-17
Caterpillar (CAT) Outpaces Stock Market Gains: What You Should Know — In the closing of the recent trading day, Caterpillar (CAT) stood at $798.57, denoting a +2.02% move from the preceding trading day.
GE Aerospace Sees Soaring Engine Demand, $170B Services Backlog at Morgan Stanley Conference 2026-09-17
GE Aerospace Sees Soaring Engine Demand, $170B Services Backlog at Morgan Stanley Conference
Yahoo Finance 2026-09-17
Strength in Defense Aerospace Market Drives Howmet: Can It Sustain?
GE Aerospace’s $11.75 Billion CPP Deal Won’t Close Until 2027. Here’s What That Could Mean For the S 2026-09-17
GE Aerospace’s $11.75 Billion CPP Deal Won’t Close Until 2027. Here’s What That Could Mean For the Stock. — Key TakeawaysGE Aerospace’s $11. 75 billion purchase of Consolidated Precision Products, announced September 8, is billed as fixing the castings bottleneck behind the company’s $170 billion services backlog and a spare-parts delinquency rate that grew 20% sequentially in the second quarter.
Yahoo Finance 2026-09-18
Is Boeing's Recovery Creating a New Multi-Year Growth Opportunity?
Yahoo Finance 2026-09-18
GE Aerospace Delivers Crucial News for Boeing 777X Investors — GE Aerospace Issues Reassuring Outlook on Critical 777X Engine Fix
Yahoo Finance 2026-09-18
Buy AI-Led EME, PWR and CAT for Long-Term to Gain From Recent Softness
Trefis 2026-09-18
Can A Faster Factory Lift Boeing Stock? — Boeing (BA) stock is down about 8% over the past year and trades about 22% below its 52-week high.
Proactive Investors 2026-09-18
Boeing selloff overdone despite CEO's production comments, BofA says — Boeing Co (NYSE:BA, XETRA:BCO) is on track to end the week down 6% after CEO Kelly Ortberg flagged continued headwinds on the 737 and 787 production ramps, along with a further delay to 777X certification.
Yahoo Finance 2026-09-18
GE Aerospace (GE) Is a Trending Stock: Facts to Know Before Betting on It
Trefis 2026-09-18
Should Caterpillar's Tariff Bill Worry You More Than Its Backlog? — Caterpillar (CAT) delivered the biggest quarter in its history, with a $72 billion order book behind it—59% of which it expects to ship over the next twelve months. The stock has gained 82.8% on a price basis over the past twelve months against 15.6% for the S&P 500, and still sits about 25% below its 52-week high.
GE Vernova (GEV) Surpasses Market Returns: Some Facts Worth Knowing 2026-09-18
GE Vernova closes at $940.33, +1.66%; record orders and raised free cash flow outlook.
GE Vernova vs. NextEra Energy: Which Industrials Stock Is a Better Buy in 2026? 2026-09-18
GE Vernova posting record orders and dramatically raising free cash flow outlook vs NextEra's merger navigation.
Yahoo Finance 2026-09-19
Is Caterpillar’s Growing Quarry Autonomy Footprint Quietly Reshaping Its Competitive Edge (CAT)? — In mid-September 2026, Luck Stone announced it had expanded its collaboration with Caterpillar to roll out autonomous hauling technology to two additional Virginia quarries, building on a site where autonomous Cat trucks have already moved more than 3.50 billion tons without reported injuries.
Yahoo Finance 2026-09-20
How GE’s Vineyard Wind Truce and Engine Supply Deal Will Impact General Electric (GE) Investors — General Electric’s GE Vernova unit has resolved its legal dispute with Vineyard Wind, while GE Aerospace has addressed a GE9X engine durability issue and announced an US$11.75 billion acquisition of Consolidated Precision Products to bolster precision-cast engine component supplies.
Yahoo Finance 2026-09-20
GE Vernova’s (GEV) $200 Billion Backlog is Coming Sooner than Expected — (NYSE:GEV) received a boost on September 16 after CEO Scott Strazik stated that the company’s backlog could hit the $200 billion mark “very early” in 2027, sooner than Wall Street had expected. The company expects the “strong and durable demand” to drive accelerated growth after its backlog had reached $167 billion at […]
Yahoo Finance 2026-09-21
Natural Gas ETFs in Focus as El Nino Gets Upgraded to "Super" Status
Yahoo Finance 2026-09-21
MITSY or HON: Which Is the Better Value Stock Right Now?
Yahoo Finance 2026-09-21
FireFly Robotics Announces Appointment of Peter Johansson to Board of Directors
Yahoo Finance 2026-09-21
1 Cash-Producing Stock on Our Buy List and 2 That Underwhelm
Yahoo Finance 2026-09-21
Kratos and GE Aerospace Achieve Significant Program Milestone with Successful Ignition of GEK800 Turbofan Cruise Missile Propulsion System
Yahoo Finance 2026-09-21
GE Aerospace Board of Directors Authorizes Quarterly Dividend — The Board of Directors of GE Aerospace (NYSE: GE) today declared a $0.47 per share dividend on the outstanding common stock of the Company.
The Motley Fool 2026-09-21
General Electric vs. Joby Aviation: Which Industrials Stock Is a Better Buy in 2026? — One generates $7.3B in free cash flow with a 19% net margin; the other burns $564M annually while chasing FAA certification.
Yahoo Finance 2026-09-21
GE Aerospace Slips as GE9X Fix Enters Certification
Yahoo Finance 2026-09-22
QXO (QXO) Bets Its Building Products Roll-Up On A Proven Operator
Yahoo Finance 2026-09-22
GD vs. GE: Which Stock Is the Better Value Option?
Yahoo Finance 2026-09-22
Apogee Expands Performance Surfaces Segment With Groglass Buyout — APOG's $71.8M Groglass acquisition expands its Performance Surfaces capabilities, product offerings and geographic footprint.
Trefis 2026-09-22
Should Boeing Stock Investors Worry About Its Money-Losing Jet Business? — Its operating margin was negative 2.7%, meaning costs ran above sales.
G2’s CFO says SaaS expos may become obsolete 2026-09-22
G2’s CFO says SaaS expos may become obsolete
Yahoo Finance 2026-09-22
Global Precision Parts Market Report 2026-2031: Rising Demand for High-Accuracy Components Unlocks New Growth Opportunities Worldwide — The global precision parts market was valued at USD 264.82 billion in 2025 and is projected to reach USD 376.96 billion by 2031, expanding at a compound annual growth rate (CAGR) of
Pentair nabs ex-Fiserv CFO for finance chief 2026-09-22
Pentair nabs ex-Fiserv CFO for finance chief — Former Fiserv CFO Bob Hau is stepping into Pentair’s top finance seat as it works to close its $1.4 billion acquisition of Taco Group by this year’s fourth quarter.
24/7 Wall St. 2026-09-22
GE Vernova is The AI Energy Bottleneck Player I Won’t Stop Buying
Yahoo Finance 2026-09-22
Honeywell International Inc. (HON) Stock Moves 2.60%: What You Should Know — (HON) closed the most recent trading day at $211.85, moving +2.6% from the previous trading session.
Yahoo Finance 2026-09-23
Honeywell (HON) Lands Marine Corps Security Upgrade And Major Tech Awards
Yahoo Finance 2026-09-23
Caterpillar vs. Komatsu: Which Heavy Equipment Stock is the Better Buy?
Yahoo Finance 2026-09-23
3M's Consumer Business Hurt by Weak Retail Markets: Is a Turnaround Likely?
Yahoo Finance 2026-09-23
XRX Stock Rises 11.5% in 3 Months: Here's What You Should Know — Xerox shares jump 11.5% in three months as the Lexmark deal, stronger cash flow, debt reduction and a raised 2026 outlook improve its growth profile.
Yahoo Finance 2026-09-23
The Zacks Analyst Blog Highlights NVIDIA, Berkshire Hathaway and GE Aerospace
Yahoo Finance 2026-09-23
General Electric (GE) Stock Looks Fairly Valued on Cash Flow — General Electric has delivered a very large 396.5% return over the past 5 years, which naturally raises the question of whether the current US$319.22 share price is still grounded in the cash the business can generate.
Yahoo Finance 2026-09-24
Caterpillar (CAT), What Is Behind The Fresh Attention? — Caterpillar’s recent autonomous hauling update and conference appearances arrive after a sharp pullback over the past quarter, with the 90 day share price return down 23.18%. Even so, the year to date share price return is 35.70% and the 1 year total...
Yahoo Finance 2026-09-24
GE Aerospace Faces Margin Pressure From Rising Costs: Can It Recover?
Yahoo Finance 2026-09-24
Phase Change Material Market Forecasts Growth from $1.1B (2026) to $2.75B by 2032, Profiling BASF, DuPont, Honeywell, Dow & Croda — The Phase Change Material Market research report examines a sector projected to grow from USD 1.10 billion in 2026 to USD 2.75 billion by 2032, representing
Trefis 2026-09-24
Is GE Aerospace's Lead Already In Its Stock Price?
The Motley Fool 2026-09-24
Is Caterpillar the Best Industrials Stock to Buy Right Now?
Yahoo Finance 2026-09-24
GE Aerospace is Spending $11.75 Billion to Fix a Supply-Chain Bottleneck. Will it Pay Off? — That helps explain why the company is willing to spend $11.75 billion on Consolidated Precision Products (CPP), one of the world’s largest makers of precision sand castings.
Trefis 2026-09-24
What Would You Have Needed To Notice In Caterpillar Stock? — Caterpillar (CAT) stock returned 74% in the twelve months to September 23, 2026. A $10,000 holding at the start was worth about $17,350 at the end.
Yahoo Finance 2026-09-24
Advanced Phase Change Materials Market Forecasts Growth from $3.69B (2026) to $5.97B by 2032, Profiling 3M, DuPont, Henkel, Honeywell & Croda — This market research report examines the Advanced Phase Change Materials Market, projected to grow from USD 3.69 billion in 2026 to USD 5.97 billion by 2032 at a CAG
The Motley Fool 2026-09-24
Caterpillar vs. Corning: Which Industrials Stock Is a Better Buy in 2026? — One generates $7.5B in free cash flow with a lower valuation multiple; the other is riding an AI boom but commands a premium price.
Yahoo Finance 2026-09-24
Honeywell Technologies to Release Third Quarter Financial Results and Hold Its Investor Conference Call on Thursday, October 22
Yahoo Finance 2026-09-24
Our Pick Of The Best Defense Stocks In September 2026 — Global government bond yields are hovering near 4%, a level last seen in 2007, and that shift in borrowing costs is reshaping how investors think about risk and resilience.
Trefis 2026-09-25
What Could Go Wrong With Eaton Stock? — That margin, the share of each sales dollar kept as profit, was 12.8% over the last twelve months.
Yahoo Finance 2026-09-25
Predictive Maintenance Market Forecasts Growth from $13.89B (2026) to $23.79B by 2031, Profiling ABB, Honeywell, Schneider Electric, IBM & GE Vernova — The global predictive maintenance market is projected to grow from USD 9.71 billion in 2026 to USD 16.74 billion by 2031, at an 11.5% CAGR.
Trefis 2026-09-25
Can Share Buybacks Continue to Prop Up Toro Stock? — Toro (TTC) trades within about 4% of its 52-week high, and it keeps buying back shares with cash from zero-turn mowers, golf equipment and Ditch Witch drills.
Yahoo Finance 2026-09-25
Honeywell Technologies Announces Quarterly Dividend — CHARLOTTE, N.C., September 25, 2026--Honeywell Technologies (NASDAQ: HON) today announced that its Board of Directors has declared a quarterly dividend payment of $0.70 per share on the Company’s common stock.
Yahoo Finance 2026-09-25
3M vs. Honeywell: Which Industrial Conglomerate is a Stronger Pick?
Yahoo Finance 2026-09-25
Atlas Energy Solutions Stock Surges on Power Deal With ‘Leading Frontier AI Lab’ — Shares of Atlas surged 17% to $12.85, pacing toward their largest increase since Oct. 29, 2025, and they briefly traded at a record pace of 21% earlier in the session, according to Dow Jones Market Data.
24/7 Wall St. 2026-09-25
PPA Is a One-Ticker Bet on Rising Defense Spending. Nearly 30% of Holdings Are in Just Four Stocks
Yahoo Finance 2026-09-25
Atlas Energy stock surges on AI data center power deals — Investing.com -- Atlas Energy Solutions Inc (NYSE:AESI) shares jumped 13% in premarket trading Friday after the company signed power equipment deals with a leading frontier AI lab for data center projects.
Yahoo Finance 2026-09-25
GE Aerospace (GE) Surpasses Market Returns: Some Facts Worth Knowing — GE Aerospace (GE) reached $327.02 at the closing of the latest trading day, reflecting a +2.26% change compared to its last close.
Yahoo Finance 2026-09-25
Caterpillar (CAT) Beats Stock Market Upswing: What Investors Need to Know — Caterpillar (CAT) reached $821.58 at the closing of the latest trading day, reflecting a +2.03% change compared to its last close.
Yahoo Finance 2026-09-25
Caterpillar Stock Gains as Remote Autonomy Leaves the Cab
Yahoo Finance 2026-09-25
GE Aerospace Stock Gains as $225 Million Funds Physical AI
Yahoo Finance 2026-09-25
Are Industrial Products Stocks Lagging GormanRupp (GRC) This Year?
Yahoo Finance 2026-09-26
China agrees to buy 10 million tons of U.S. coal in 2027 and 2028 — Investing.com -- China has agreed to purchase at least 10 million metric tons of U.S. coal in both 2027 and 2028 as Washington and Beijing expand trade cooperation following their latest high-level talks, Bloomberg reported.
Yahoo Finance 2026-09-26
Can Caterpillar (CAT) Keep Growing as Construction Slows? AI May Hold the Key — (NYSE:CAT) has delivered strong growth this year, and that is reflected in the stock, which has jumped by 37% year-to-date. It trades at almost 25.25x forward earnings, compared with a sector median of 22.14x.
Yahoo Finance 2026-09-27
Atlas Energy Solutions (AESI) Expands Into AI Power, Is 33% Undervalued? — The AI power agreements arrive after a volatile run for Atlas Energy Solutions, with the share price jumping 13.47% in the past day but still sitting below its recent peak after a 26.65% decline over 90 days and a 3-year total shareholder...