🔥 industrials 핫 테마 분석

S-Class [POWL] Powell outlines 300,000-sq-ft leased facility plan as backlog reaches $2.4B

S-Class [ROK] Rockwell outlines 7.5%-9.5% FY2026 sales growth and $13-$13.30 adjusted EPS amid inflation headwinds

S-Class [XMTR] Xometry expects 2026 revenue growth of 33% to 34% while forecasting $60M to $62M in adjusted EBITDA

S-Class [TREX] Trex targets $2B in annual sales by 2030 as it accelerates Little Rock ramp and plans up to $150M in 2026 buybacks

S-Class [WLK] Westlake Corporation climbs 9% after Q2 earnings beat

S-Class [EXPD] Expeditors GAAP EPS of $2.03 beats by $0.34, revenue of $3.5B beats by $590M

[CAT] Caterpillar is killing it, and data-center demand is driving record revenue

Caterpillar’s stock surges after the biggest earnings beat in five years, as demand for data-center construction provided a boost.