Industrials
Aerospace, defence, transportation, machinery, and industrial conglomerates. Manufacturing sector developments.
LMT Q2 2026: filings, holdings, and macro context
GM Q2 2026: filings, holdings, and macro context
FDX Q3 2026: filings, holdings, and macro context
UPS Q1 2026 update — filings and holdings
HON Q2 2026: filings, holdings, and macro context
RTX 2026: what the data shows
GE Q2 2026: filings, holdings, and macro context
Volkswagen CEO flags 50,000 more job cuts in staff memo
VW CEO Oliver Blume said up to 50,000 additional positions may need to go on top of an already-agreed 50,000 cuts, potentially totalling 100,000 reductions to close a 20% cost gap with rivals.
UPS Q1 2026 update — filings and holdings
HON Q2 2026: filings, holdings, and macro context
RTX Q2 2026 update — filings and holdings
UK court rejects most dieselgate claims vs Mercedes, Ford, Nissan, Renault, Stellantis
A London High Court judge rejected most defeat-device allegations in a class action covering around 1.6 million UK claimants against Mercedes-Benz, Ford, Nissan, Renault, Peugeot and Citroen.
Apollo bids 715p per share for easyJet in £5.7bn cash deal
Apollo Global Management made a cash offer of 715 pence per share for easyJet, valuing the UK budget airline at £5.7bn, against a rival 690 pence per share bid from Castlelake tabled on 4 July 2026. EasyJet confirmed it is evaluating both proposals as of 10 July 2026.
LIN Q2 2026: filings, holdings, and macro context
UPS Q1 2026 update — filings and holdings
HON Q2 2026 update — filings and holdings
RTX Q2 2026 update — filings and holdings
UK confirms ~$20bn defence spending rise; BAE Systems and QinetiQ gain
The UK government announced approximately $20 billion in additional military spending on 1 July 2026, following which BAE Systems and QinetiQ rose. Gilt yields faced reported pressure alongside the announcement.
Honeywell Aerospace began standalone trading on 29 June 2026
Honeywell Aerospace commenced trading as an independent public company on 29 June 2026 following its formal separation from Honeywell International (HON), which now operates without its former aerospace division.
UK scraps Type 83 destroyer for six hybrid drone warships
Britain cancels the Type 83 and will procure at least six smaller hybrid drone-equipped 'common combat vessels' to replace its Type 45 destroyers from the early 2030s.