INDUSTRY RESEARCH HUB
Industrials Industry Evidence and Company Research
Track company disclosures, management commentary and research themes across the industrials industry.
Foreign research
20 August 2026 Chad Dillard U.S. Machinery Deere & Co Miguel Marques, CFA Rating Market-Perform Specialist Sales Price Target Steve Song DE 580.00 USD Quick Take — DE 3Q26: beat & raise on better performance & tariff refunds; EOP commentary to take the stage …
Embraer (EMBJ.N): Airline MRO Insourcing Is Real: Threat to OEM Aftermarket Revenue?2026-08-20 · CitiHuizhou Desay SV Automotive (002920.SZ): 2Q Analyst Briefing: 3Q/4Q stable GPM outlook & Overseas on track2026-08-20 · CitiHuali Industrial Group (300979.SZ): 2Q Revenue Rebounds; Margins Do Not2026-08-20 · CitiHenderson Land | Asia Pacific 1H26 Beat on ‘Legacy‘, Farm Land Resumption and Aviation Fuel2026-08-20 · Morgan StanleyDexus (DXS.AX): Resilient Core Steadies the Ship — Value Emerges at large NTA Discount but Risks Remain2026-08-20 · CitiAction | 20 Aug 2026 09:45:21 ET │ 14 pages Dexus (DXS.AX) Resilient Core Steadies the Ship — Value Emerges at large NTA Discount but Risks Remain CITI'S TAKE Dexus delivered a resilient FY26 result with AFFO of 45.0cps ahead of …
三浦工業(6005.T): モデルアップデート2026-08-20 · CitiMiura (6005.T) Model Update2026-08-20 · CitiTravelodge Q2 Read-across: Whitbread | Europe2026-08-20 · Morgan StanleyNot for redistribution without written consent of Morgan Stanley M Update August 20, 2026 06:44 AM GMT Whitbread | Europe Morgan Stanley & Co. International plc+ Jamie Rollo Equity Analyst Travelodge Q2 Read-across Ed Young Equity Analyst James S Harden …
Industrial Distributors Q2:26 Earnings Recap: Industrial trends improve, data centers accelerate, residential lags2026-08-20 · BernsteinEuropean Airlines X Airports: High fuel prices put pressure on winter capacity decisions (Aug tracker)2026-08-20 · BernsteinMedia Reports US May Lower Import Tariff Rate on Canadian-produced Vehicles from 25% to 15%2026-08-20 · Morgan Stanleyセイコーエプソン: 27/3期1Q決算：オフィスホームの販売モメンタムは継続ならず2026-08-05 · Morgan StanleyM Update 2026 年 8 月 5 日 11:50 AM GMT セイコーエプソン (6724) | Morgan Stanley MUFG Securities Co., Ltd.+ Japan 山﨑 みえ 株式アナリスト 27/3期1Q決算：オフィスホー ムの販売モメンタムは継続な セイコーエプソン (6724.T, 6724 JT) 精密機器 | 日本 AlphaSignals 決算リアクション 影響なし コンセンサス水準 ほぼ変化なし 弊社シナリオへの影響 実績VSコンセンサス …
Buzzi SpA: Risk Reward Update2026-08-05 · Morgan StanleyM Update August 5, 2026 12:20 PM GMT Morgan Stanley & Co. International plc+ Buzzi SpA | Europe Cedar Ekblom, CFA Equity Analyst Risk Reward Update Buzzi SpA (BZU.MI, BZU IM) What’s Changed Building & Construction | Italy Buzzi SpA (BZU.MI) From To …
ジーエス・ユアサ コーポレーション: F3/27 1Q決算：海外鉛蓄電池好調。産業用は一部期ズレ2026-08-05 · Morgan StanleyM Update 2026 年 8 月 5 日 10:01 AM GMT ジーエス・ユアサ コーポレーション (6674) | Japan Morgan Stanley MUFG Securities Co., Ltd.+ 垣内 真司 株式アナリスト F3/27 1Q決算：海外鉛蓄電池 好調。産業用は一部期ズレ 高嶋 羽也斗 株式アナリスト AlphaSignals 決算リアクション 影響なし 小幅超過 小幅な上振れ 弊社シナリオへの影響 実績VSコンセンサス 向こう１２か月のコンセンサ スEPSの方向性 …
IHI: F3/27期1Q決算：年度始めとしては想定範囲、改善余地も2026-08-05 · Morgan StanleyM Update 2026 年 8 月 5 日 08:13 AM GMT Morgan Stanley MUFG Securities Co., Ltd.+ IHI (7013) | Japan 北浦 岳志 株式アナリスト F3/27期1Q決算：年度始めと しては想定範囲、改善余地も Morgan Stanley Asia Limited+ 蒋 茜蕾 株式アナリスト Morgan Stanley MUFG Securities Co., Ltd.+ AlphaSignals 決算リアクション 岡野 拓洋 影響なし …
Cathay Pacific Airways: 1H26 in-Line with Prelims; Management Remain Cautiously Optimistic2026-08-05 · Morgan StanleyM Update August 5, 2026 05:02 AM GMT Cathay Pacific Airways | Asia Pacific Morgan Stanley Asia Limited+ Qianlei Fan, CFA Equity Analyst 1H26 in-Line with Prelims; Management Remain Cautiously Optimistic Key Takeaways …
Primary-source evidence
Alaska Air Group reported a net loss of $76 million for Q2 2026, or $0.68 per share, versus net income of $172 million in Q2 2025. Revenue rose to $4.065 billion, but aircraft fuel costs surged to $1.305 billion.…
10-Q2026-07-29 · SEC EDGAR · 10-QGeneral Dynamics reported Q2 2026 revenue of $14.094B, up 8.1% YoY, and net earnings of $1.160B, up 14.4%. Diluted EPS was $4.24, up 13.4%. H1 revenue reached $27.575B with net earnings of $2.285B. All segments grew, led by Aerospace.…
10-Q2026-07-28 · SEC EDGAR · 10-QJetBlue reported a net loss of $247 million for Q2 2026, wider than the prior year's $74 million loss, driven by higher fuel costs. Revenue rose 14.5% to $2.7 billion, but operating expenses increased 20.8%.…
10-Q2026-07-28 · SEC EDGAR · 10-QBoeing's Q2 2026 revenue rose 8% to $24.56B, with net loss narrowing to $428M from $612M a year ago. H1 revenue was $46.78B, net loss $435M. Commercial Airplanes loss narrowed, Defense swung to a small loss, Global Services remained profitable.…
8-K2026-07-24 · SEC EDGAR · 8-KOn July 23, 2026, a Dallas County, Texas jury issued an advisory verdict against C.H. Robinson Worldwide, Inc. and two other defendants in a trucking accident lawsuit, awarding $604 million in compensatory damages that could be assessed against the company.…
10-Q2026-07-16 · SEC EDGAR · 10-QUnited Airlines reported Q2 2026 revenue of $17.67B, up 16% YoY, and net income of $805M, down 17%. H1 revenue was $32.28B with net income of $1.50B. The company issued $1B 5.375% senior notes, borrowed $3.9B in aircraft loans, and redeemed $2B notes due 2026.…
10-Q2026-07-10 · SEC EDGAR · 10-QDelta Air Lines reported Q2 2026 revenue of $19.757 billion, up 19% YoY, but net income fell 25% to $1.604 billion due to a 67% surge in fuel costs and higher refinery expenses. Passenger revenue rose 13% on higher pricing and strong demand.…
Questions this evidence can help answer
- Which industrials companies are changing their outlook?
- Which operating and risk themes recur across sources?
- Where is primary evidence diverging from market narratives?