Industrials news

How Many Stocks Have Matched Parker Hannifin's Winning Streak?

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GE Vernova sellers have it all wrong — plus, why Fed rate hike odds are soaring

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.

Amazon, alternative carriers gained parcel volume in 2026’s first half

The e-commerce giant has continued to grab market share as it relies less on UPS for shipping and expands its delivery reach, per ShipMatrix.

What Goldman Sachs Nasdaq-100 Premium Income (GPIQ) Bought: Honeywell Leads on Nov. 6

The fund traded $236.7 million in all, adding $30.7 million net across 47 increases and 28 decreases.

This beaten-down data center stock could be worth a look, says Mike Khouw

United Rentals is trading at a below-market forward multiple. Effectively, one can buy superior, market-beating growth at a discounted market multiple.

Here’s Why Analysts Are Bullish on AerCap (AER)

We just published a list of the 10 Best All-Time High Stocks to Buy According to Wall Street and AerCap (NYSE:AER) ranked 6th on this list. Wall Street’s leadership changed hands over the past month. The technology and chip stocks that…

What's Going To Happen With Caterpillar Stock Soon?

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iPath Select MLP ETN Consensus Price Target Lowered by 11.86% to $45.36

The average one-year price target for iPath Select MLP ETN (BATS:ATMP) has been revised to $45.36 / share. This is a decrease of 11.86% from the prior estimate of $51.46 dated November 1, 2026. These figures represent aggregate analyst…

AI Power Stocks Just Fell 6.3% to 9.3% on Financing Fears. SpaceX Just Said New Compute Pays Back in Under a Year.

SpaceX's CFO says new compute investments recover their cost in less than a year. Here's why that stands out after GE Vernova and Bloom Energy fell.

The AI Trade Selloff Is Crushing Industrial Stocks. What Caterpillar’s Valuation Tells Us.

The market clearly believes that a Democratic Congress means less AI spending. We ask two very hard questions. Will you like our answers?

Digital Transformation in Manufacturing - Global Strategic Business Report: Capitalize on a US$1.0 Trillion Market by 2030 as Siemens, ABB, Microsoft, Rockwell Automation and SAP Reshape Industry

Boost manufacturing ROI with IIoT, predictive maintenance, automation and digital twins that reduce downtime, optimize resources, improve quality and strengthen supply chain resilience.Dublin, Nov. 05, 2026 (GLOBE NEWSWIRE) -- "Digital…

Comfort Systems USA, Inc. Amends Stock Repurchase Program to Authorize Up to 994,606 Additional Shares

Comfort Systems USA, Inc. announced that its Board of Directors has approved an amendment to the stock repurchase program to increase the shares authorized and remaining as available to purchase back up to 1,000,000 shares. This…

Spdr Dow Jones Industrial Average ETF (DIA) Sells Goldman Sachs, Caterpillar on Nov. 3

The $44.89 billion fund sold $310.2 million of stock, trimming all 30 positions and buying nothing.

3M stock soars following $7.35 billion ’forever chemicals’ settlement

Has GE Aerospace Stock Become A Different Bet?

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3M commits $7.35 billion to settle ’forever chemicals’-related claims

Why is WW Grainger stock surging today?

3M Company Enters $7.35 billion Settlement to Resolve PFAS Personal Injury Claims

On November 3, 2026, 3M Company entered into a settlement arrangement structured to promote participation by claimants and intended to resolve the vast majority of alleged PFAS-related personal injury claims that are the focus of the…

Eaton's strong quarter should mark a bottom for shares of the AI buildout winner

The stock has struggled in recent months.

Shopify, GE Vernova among market cap stock movers on Tuesday

Eaton Just Dropped 16% in a Month. Is It Time to Sell, or Load Up?

Key TakeawaysEaton stock fell 16% in the past month as AI-power stocks sold off, and GE Vernova and Vertiv fell too. The worst drop came after Meta raised its 2026 capex plans and its free cash flow turned negative.

Hesai Group shares may move 9.8% on earnings release

If I Could Only Buy 1 AI Power Stock for the Next Decade, It Wouldn't Be Bloom Energy or GE Vernova

Bloom Energy is clean tech, while GE Vernova is a picks-and-shovels play, but neither one offers me this investment's 5.4% yield.

Eaton Corporation plc Reports Record Third Quarter 2026 Results, Raises Guidance, and Details €810 million COL Group Acquisition

Eaton Corporation plc reported sales of $8.9 billion for the third quarter of 2026, up 28% from the third quarter of 2025. Earnings per share were $2.77, and adjusted earnings per share were a record of $3.68, which excludes charges of…

What FedEx Holders Got Right

If you only skimmed the headlines on FedEx this year, the story looked muddled. Freight was spun off, Amazon ramped up as a direct logistics rival, pilots secured a 40% pay rise and facilities were shut as Network 2.0 cut deeper into…

Spdr Dow Jones Industrial Avg ETF (DIA) Sells Goldman Sachs and Caterpillar on Oct. 30

The fund cut all 30 of its positions, selling $258.4 million of stock and buying nothing.

Better Dividend Stock for Retirees: UPS vs. Chevron

Key TakeawaysUPS yields 7. 1% against Chevron’s 3.

Is Waste Management a Buy After Its Latest Earnings Report?

Fuel and claims costs squeezed profits, but cash flow tells a steadier story.

The Midterms Are Tomorrow. Here's What History Says Defense Stocks Do in the 6 Months After a Midterm -- and the 2 I'd Buy First

These are tough times for defense stocks, but GE Aerospace and RTX may look good relative to the group six months after Election Day.

Spdr Dow Jones Industrial Avg ETF (DIA) Adds Goldman Sachs and Caterpillar on Thursday

The fund bought $130.6 million of stock, increasing all 30 positions and selling nothing.

Xylem Consensus Price Target Lowered by 12.92% to $126.34

The average one-year price target for Xylem (NYSE:XYL) (BIT:1XYL) has been revised to $126.34 / share. This is a decrease of 12.92% from the prior estimate of $145.08 dated October 20, 2026. These figures represent aggregate analyst…

Coca-Cola vs. UPS: Which Dividend Stock Could Make You Richer Over the Next 10 Years?

One of these dividend payers is far cheaper than the other, and that gap matters more than which payout is safer.

What Sent Honeywell Aerospace Stock Lower?

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Why GE Vernova Stock Fell on Friday

GE Vernova reported blowout quarterly numbers and a $9 billion acquisition, but investors are still finding reasons to sell.

Cintas Corporation (CTAS) Gains 15% as Record Q4 Margins Fuel Guidance Increase

Bristol Gate Capital Partners, an investment management company, published its Q3 2026 investor letter for the “US Equity Strategy”. The letter can be downloaded here. The US Equity Strategy lagged the S&P 500 (+2.3%) in Q3 2026, as…

Here are Friday's biggest analyst calls: Nvidia, SpaceX, Amazon, Intel, Rivian, Coinbase, Reddit, GE Vernova & more

Here are the biggest calls on Wall Street on Friday.

Buy These 4 Stocks That Declared Dividend Hikes Amid Market Volatility

STX, STNG, HUBB and GRC announced dividend hikes, offering investors income opportunities as market volatility, inflation and interest-rate uncertainty persist.

Why Did Caterpillar Stock Fall?

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Symbotic Inc. Enters Enterprise Master Automation Agreement with Walmart Inc. Representing Initial Commitment of Approximately $6,000,000,000

On October 29, 2026, Symbotic Inc. entered into an Enterprise Master Automation Agreement with Walmart Inc. establishing a framework to govern automation systems and technology provided to Walmart and its affiliates globally. Under the…

United Rentals, Inc. Subsidiary Completes Offering of $700,000,000, $800,000,000 and $1,000,000,000 Senior Notes

United Rentals, Inc. announced that its subsidiary, United Rentals (North America), Inc., completed an offering on October 29, 2026, of $700,000,000 aggregate principal amount of 5.550% Senior Notes due 2029, $800,000,000 aggregate…

FedEx Freight forecasts quarterly earnings above estimates on improving volumes, pricing

Walmart commits $6 billion to expand Symbotic deal

Dow loses 100 points, S&P 500 snaps 3-day advance as Alphabet and Caterpillar tank: Live updates

Alphabet reported a disappointing third quarter, and shares tumbled.

70% of UPS Packages Will Be Handled by Machines This Holiday Season

UPS is betting that robots and radio tags can protect its dividend while it deliberately ships fewer boxes, but the math only works if one critical margin target holds during the busiest weeks of the year.

Why is Trane Technologies stock sliding today?

Caterpillar Sales Up 17%, Margin Hits 20.4%: Rapid Earnings Reaction

Caterpillar’s sales jumped 17% and margins widened, yet the stock dropped about 8%. Here’s what’s behind the gap, from a one-time tariff recovery to a soft spot in mining and construction.

Stocks making the biggest moves midday: ADT, Alphabet, Caterpillar, Eli Lilly, Chipotle & more

These are the stocks posting the largest moves midday.

Why Emcor Group Stock Popped on Thursday

Emcor's construction business is going up, up, and away!

Why is Quanta Services stock surging today?

Caterpillar’s stock is sinking. Here’s what that means for the Dow.

Caterpillar’s data-center business is fine, but other areas disappointed. The stock was heading for its biggest loss in years.

Caterpillar, the Dow's best stock of 2026, is unraveling — and an earnings beat couldn't stop it

Caterpillar topped earnings estimates, but the Dow's best stock of 2026 is sinking anyway as Wall Street keeps dumping stocks tied to the AI build-out.

XPO, Inc. Reports Q3 2026 Financial Results and Outlines Full-Year Expectations

XPO, Inc. released an investor presentation detailing its performance for the third quarter of 2026. For the quarter, the company reported total revenue of $2.37 billion, operating income of $288 million, and net income of $181 million,…

XPO, Inc. Reports Third Quarter 2026 Revenue of $2.37 billion and Net Income of $181 million

XPO, Inc. announced its financial results for the third quarter of 2026. For the third quarter 2026, the company generated revenue of $2.37 billion, compared with $2.11 billion for the same period in 2025. Operating income was $288…

Trane Technologies plc Reports Third-Quarter 2026 Net Revenues of $6,760 Million

Trane Technologies plc reported net revenues of $6,760 million for the third quarter of 2026, representing an 18 percent increase compared to $5,743 million in the third quarter of 2025. Diluted earnings per share from continuing…

Caterpillar tops quarterly profit view, but unchanged growth target dents shares

Stocks making the biggest moves premarket: Alphabet, Caterpillar, Eli Lilly, DoorDash & more

These are the stocks posting the largest moves in the premarket.

Now We Know What The Gigawatt Supercycle Actually Means for GE Vernova

GE Vernova just posted record backlog and raised its cash guidance by billions, yet the stock keeps falling. What the market is missing about the gigawatt supercycle could determine whether this pullback is a warning or a window.

FedEx beats expectations, raises outlook in first report since calendar adjustment

FedEx on Wednesday beat Wall Street expectations on the top and bottom lines for the third quarter of its newly aligned fiscal year.

GE Vernova Inc. Q3 2026 Earnings Call Summary

Moby summary of GE Vernova Inc.'s Q3 2026 earnings call

AerCap Holdings N.V. Reports Third Quarter 2026 Net Income of $949 million and Raises Full-Year Guidance

AerCap Holdings N.V. reported GAAP net income of $949 million, or $6.17 per share, for the third quarter ended September 30, 2026. Record adjusted net income for the third quarter of 2026 was $1,009 million, or $6.56 per share. Total…