Market research
Industrials research across the US and Australia, covering manufacturing, transport, engineering and other industrial businesses. Explore reporting on orders, contracts, production, earnings and capital investment. Articles examine the company-specific implications of demand, operating capacity and execution risks. This archive organises the available research by sector; it does not represent an official industry index or a complete list of listed companies.
13 results
US · Company Research
Airline stocks moved higher as oil prices fell, giving investors some relief over fuel-cost concerns. Delta Air Lines (NYSE: DAL) and United Airlines Holdings (NASDAQ: UAL) are two…
Australia · Company Research
Transurban Group (ASX: TCL) shares moved higher on Friday as investors turned their attention to the company’s growing US toll road opportunity. The infrastructure group is best known…
Australia · Company Research
Fleetwood Limited (ASX:FWD) has made the kind of announcement that sounds administrative until the numbers start to stack up. The company is exiting RV Solutions, divesting the remaining…
Australia · Company Research
SGH Ltd (ASX:SGH) is trying to make an old market label feel too small. For years, the easy description was “diversified holding company”. It owned valuable assets, moved…
Australia · Company Research
Electro Optic Systems Holdings Ltd (ASX: EOS) shares jumped sharply on Friday after investors reacted to a major new counter-drone order and a proposed defence partnership in the…
Australia · Company Research
The story around Electro Optic Systems Holdings Ltd (ASX:EOS) has changed quickly. A year ago, the defence technology group was still carrying the weight of a turnaround. Now…
Australia · Company Research
Acrow Limited (ASX: ACF) has announced a A$70 million capital raising to fund two acquisitions and reduce debt. The move is designed to lift future revenue and earnings,…
Australia · Company Research
Symal Group (ASX:SYL) gave investors a fresh reason to watch the stock after announcing a major move into defence-linked civil construction. The company is buying Shamrock Civil, a…
Australia · Company Research
Stealth Group Holdings (ASX:SGI) gave the market a bigger story to price. The industrial and consumer products distributor has been a small-cap growth name for years, but its…
Australia · Company Research
Southern Cross Electrical Engineering Ltd (ASX:SXE) has spent years looking like a quiet contractor with useful exposure to the right parts of the economy. Data centres. Electrification. Infrastructure.…
Australia · Company Research
James Hardie Industries plc (ASX:JHX, NYSE:JHX) is no longer a clean fibre cement story. That may be the most important point for investors trying to read the stock…
Australia · Company Research
Most defence companies try to make products that survive. Boresight Ltd (ASX:BST) has listed on the ASX with a more unusual pitch: its drones are designed to be…
