Key Takeaways XLI gained 16.1% as of July as PMI swings showed volatility before rebounding strongly in August.AGCO is set for 36.7% earnings growth next year, with estimates up 13.8% in 60 days.Hudson Technologies expects 19.2% earnings growth, with estimates up 27% recently.The industrial sector in 2025 has been shaped by a blend of cyclical recovery, policy stimulus, trade-driven structural shifts and volatile PMI movement. The early-year optimism faded mid-summer before roaring back by August. Investors ...