Filtered library · Theme
Cyclical industrials theme · 7 dossiers
Dossiers in the Cyclical industrials theme — 7 stocks moving on the same story.
CurrentWorked on 30 September 2026 · saturated.
All 7 are dated research with a published kill line — the level named in advance that would prove the call wrong.
All dossiers MTW The Manitowoc Company, Inc. Medium Manitowoc's crane-order recovery still supports the shares after a pullback to $21.72; the third-quarter report, expected about 5 November 2026, shows whether backlog holds $1,050.1 million and the $150–170 million EBITDA guidance survives. RCMT RCM Technologies, Inc. Medium RCM Technologies' shares sit at a 52-week high because energy-services work made Engineering its growth engine; the Q3 report, estimated for early-to-mid November 2026, must show Engineering revenue above $39.5 million and gross margin of… XMTR Xometry, Inc. Medium Xometry's AI-assisted manufacturing marketplace has held its shares near a record $110.66 close on raised August guidance. The third-quarter report, expected around 4 November 2026, settles it on revenue of at least $234 million and… CAT Caterpillar Inc. Low Caterpillar's record $72 billion backlog has not protected its shares from 30-year Treasury yields at a 24-year high and a federal farm-equipment inquiry. The third-quarter report, expected around 28 October 2026, shows whether orders held… HNI HNI Corporation Low HNI Corporation's case rests on Steelcase cost savings lifting earnings while sales stay flat; the late-October third-quarter report decides whether July's 20–25% earnings-growth outlook survives softer office-furniture demand. MAN ManpowerGroup Low ManpowerGroup's staffing recovery is priced ahead of proof after a 43.3% three-month gain; the 15 October 2026 third-quarter report shows whether earnings reach the company's $0.96–$1.06 per-share guidance. KRT Karat Packaging Inc. Low Karat Packaging's shares hit a record $54.57 close on 2 October 2026 on the tariff-refund re-rating; the estimated early-November third-quarter report, the first without a large refund, decides whether 35–37% recurring gross margins…