AU markets
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.
12 results
Explore United States marketsAustralia · 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…
Australia · Company Research
SRG Global (ASX:SRG) has spent years building the kind of business that rarely makes noise until the numbers become too large to ignore. This week, they became hard…
