🔥 industrials 핫 테마 분석

[RKLB] Rocket Lab USA GAAP EPS of -$0.08 in-line, revenue of $234.06M beats by $3.12M

[PSIX] Power Solutions rises as Freedom Broker raises to Buy after strong Q2 results

[BWMN] Bowman Consulting Non-GAAP EPS of $0.62 beats by $0.16, revenue of $146.12M beats by $0.32M

[AAON] AAON Non-GAAP EPS of $0.69 beats by $0.20, revenue of $627M beats by $124M

S-Class [CECO] CECO raises 2026 outlook to $1.3B-$1.375B revenue and $200M-$225M adjusted EBITDA as Thermon integration advances

S-Class [ACHR] Archer strikes deal with Boeing in latest bid to transform aviation through AI

Archer Aviation’s stock is flying higher after the company agreed to buy three business units from Boeing.

[FSTR] L.B. Foster expects $15M-$25M 2026 free cash flow while keeping leverage in 1.0x-1.5x range