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Independent UK financial coverage with full source attribution.

Industrials

UPS Q1 2026: filings, holdings, and macro context

Industrials

HON Q2 2026 update — filings and holdings

Industrials

RTX Q3 2026 update — filings and holdings

Industrials

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.

3 sources
Industrials

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.

3 sources
Industrials

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.

3 sources
Industrials

GE Q2 2026: filings, holdings, and macro context

Industrials

BA Q2 2026: filings, holdings, and macro context

Industrials

UPS Q1 2026 update — filings and holdings

Industrials

HON Q2 2026: filings, holdings, and macro context

Industrials

RTX Q2 2026: filings, holdings, and macro context

Industrials

UNP Q2 2026: filings, holdings, and macro context

Industrials

LMT Q2 2026: filings, holdings, and macro context

Industrials

GM Q2 2026: filings, holdings, and macro context

Industrials

FDX Q3 2026: filings, holdings, and macro context

Industrials

UPS Q1 2026 update — filings and holdings

Industrials

HON Q2 2026: filings, holdings, and macro context

Industrials

RTX 2026: what the data shows

Industrials

GE Q2 2026: filings, holdings, and macro context

Industrials

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.

3 sources