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Industrials
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The company remains committed to its capital deployment strategy and leveraged its strong balance sheet in the third quarter by allocating $2bn to dividends, mergers and acquisitions, growth capital expenditures, and share repurchases.
The company’s steel mills and steel products segments face the greatest market risk exposure. The largest single customer in Q3 2023 accounted for roughly 5% of sales and has a consistent on-time payment record.
NextEra Energy- Grid integration and storage solutions will be crucial battlegrounds, with companies like Tesla and ABB likely to play key roles. Mergers and acquisitions are also expected to reshape the landscape, as established players seek to diversify and newcomers aim for critical mass.
Tilray Brands EU GMP-certified cultivation and manufacturing facility in Portugal and Germany offers a strategic advantage in these medical cannabis markets compared to peers.
Traton continues to be challenged by the geopolitical environment and the macroeconomics are not favorable for the company anymore. The company is witnessing lower transport activities in certain regions as the trends are weakening in the global economy.
Ford has been working over the past several months to reach a tentative agreement with the United Auto Workers. The company will provide further details about the contract and its impact on the business once the deal is finalized.
The global steel industry is a mature and cyclical industry, with production levels closely tied to economic growth. In 2022, the global steel production reached 1.86bn metric tons, with China accounting for over half of that production.
The Aerospace and Defense sector recorded revenues of ~$740.5bn in 2022, an increase of 3% over 2021, and operating profit of $66bn, a rise of 8%.
The global automobile industry is expected to continue growing in the coming years, driven by the trends such as electrification, autonomous driving, shared mobility and connectivity.