News about aerospace

Fastenal, an industrial supplier whose short-cycle sales act as a read on current demand, reported daily sales growth of 20.2% year over year in heavy manufacturing, 13.2% in other manufacturing and 12.3% in all other end markets. The Institute for Supply Management's PMI showed solid U.S. manufacturing expansion every month of 2026, after nearly all of 2023 to 2025 in contraction. On its third-quarter call, management said machined products, aerospace and industrial equipment were strong, with data centers showing the strongest growth, while nonresidential construction kept growing though more slowly than in an unusually strong second quarter. Traditional manufacturing and automotive were relatively weaker, and agriculture and food were the weakest areas. The article reads this as broad-based industrial strength and suggests GE Aerospace, RTX, Illinois Tool Works, Rockwell Automation and Comfort Systems USA could report good quarters.