Industrials
Aerospace, defence, transportation, machinery, and industrial conglomerates. Manufacturing sector developments.
GD Q2 2026 update — filings and holdings
MMM Q2 2026: filings, holdings, and macro context
CAT Q2 2026: filings, holdings, and macro context
BA Q3 2026 update — filings and holdings
RTX Q3 2026 update — filings and holdings
GE Q2 2026: filings, holdings, and macro context
UPS Q2 2026 update — filings and holdings
HON Q2 2026 update — filings and holdings
LMT Q2 2026: filings, holdings, and macro context
MMM Q2 2026: filings, holdings, and macro context
CAT Q2 2026: filings, holdings, and macro context
GD Q2 2026: filings, holdings, and macro context
UPS Q1 2026: filings, holdings, and macro context
HON Q2 2026 update — filings and holdings
RTX Q3 2026 update — filings and holdings
Rolls-Royce raises 2026 guidance twice; shares rise 5.5%
Rolls-Royce Holdings raised its full-year profit guidance for the second time in 2026, with RR. shares rising 5.5% on 30 July 2026. BAE Systems (BA.) also upgraded its profit forecasts on the same date, with both companies citing increased government defence spending commitments.
Lockheed Martin wins $58.6bn Patriot missile contract
The U.S. Army awarded Lockheed Martin a contract worth up to $58.6 billion to produce PAC-3 MSE interceptor missiles across fiscal years 2026 to 2032.
BMW announces 8,000 job cuts; shares down 36% year-to-date
BMW announced plans on 29 July 2026 to cut approximately 8,000 roles globally, around 5% of its workforce, via voluntary redundancy. BMW AG ordinary shares had fallen 36% year-to-date as of the announcement date.