The annual CES conference in January often highlights new products and innovations from technology giants and startups. NVIDIA Corporation (NASDAQ:NVDA) has gotten plenty of attention for its own new products, but a partnership with industrial giant Caterpillar Inc (NYSE:CAT) could also get investors talking.Caterpillar stock is trading near recent highs. What’s the outlook for CAT shares?Nvidia, Caterpillar Partner on AI MachinesWhen it comes to growth from AI-related products, Caterpillar doesn't want to ...

Caterpillar is diving deeper into incorporating AI and automation into its fleet of construction machinery through a partnership with semiconductor giant Nvidia.The construction equipment giant is piloting an AI assistive system in its mid-size Cat 306 CR Mini Excavator. Dubbed “Cat AI,” the system was built using Nvidia’s Jetson Thor physical AI platform, and is being demoed at CES on Wednesday. Brandon Hootman, vice president of data and AI at Caterpillar, told TechCrunch that Cat AI was built on a fleet ...

AE50 2026: ASABE lists three Ag Tech innovations from CNH These annual awards are conferred by the American Society of Agricultural and Biological Engineers.Winning technologies support the seeding, planting, and crop growth & protection phases of the crop cycle.Technologies are fully integrated through FieldOps™, the Digital Farm Management Platform for CNH agriculture brands. Basildon, January 7, 2026         The American Society of Agricultural and Biological Engineers (ASABE) has chosen three Ag Tech in ...

IRVING, Texas, Jan. 5, 2026 /PRNewswire/ -- Caterpillar Inc. (NYSE: CAT) will take the keynote stage and show floor at CES 2026, the world's most powerful tech event, to highlight how Industrial AI and autonomy are unlocking innovation and transforming worksites around the world. Company leaders to highlight how advanced technology is changing the industrial landscape during keynote and live demonstrations ® The Caterpillar Exhibit Experience Visit the Caterpillar booth 5019 at the Las Vegas Convention Cent ...

Caterpillar has long been known for construction equipment like bulldozers and dump trucks.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.But these days, another side of the company’s business is powering sales: g ...

Core Insights - The reshoring trend and the push for supply-chain independence are significantly transforming U.S. manufacturing, driven by factors such as post-pandemic vulnerabilities, trade disputes, and recent tariff policies [1][2]. Industry Overview - The imposition of import tariffs on various products has made offshore production costly, prompting companies to relocate manufacturing back to the U.S. to stabilize supply chains and avoid tariffs [2]. - Favorable U.S. government policies, including the CHIPS & Science Act and the Inflation Reduction Act (IRA), are encouraging investments in sectors like semiconductors and clean energy, which in turn is boosting demand for related industries [3]. Company Focus: Caterpillar Inc. (CAT) - Caterpillar has shifted its construction equipment production from Japan to Georgia and Texas, enhancing its supply chain efficiency and reducing transit times [6]. - The company plans to invest $725 million in its engine manufacturing facility in Lafayette, IN, to improve workforce skills and meet rising demand for power generation engines [6]. - CAT's shares have increased by 60.6% over the past year, with earnings growth expected to be 19% in 2026 [8]. Company Focus: EnerSys (ENS) - EnerSys is relocating battery production to Kentucky to avoid tariffs and leverage IRA tax credits, ceasing operations in its Mexican facility [10]. - The company anticipates benefiting from the IRA, expecting its products to qualify for tax credits, which will support its high-density battery portfolio expansion [11]. - ENS shares have risen 62.6% in the past year, with projected earnings growth of 20.7% for fiscal 2027 [12]. Company Focus: GE Aerospace - GE Aerospace is investing $1 billion in U.S. manufacturing to enhance production capabilities and meet growing demand for engines and services [13][16]. - This investment is expected to create approximately 5,000 jobs in the U.S. and focuses on improving engine quality and delivery [16]. - GE's shares have surged 87.5% over the past year, with earnings growth projected at 13.1% for 2026 [17].

Core Viewpoint - Multi Ways Holdings Limited reported significant revenue growth in the first half of 2025, driven by strong equipment sales despite challenges in the business environment [2][6]. Financial Performance - Net revenue increased by 87.65% to $26.44 million for the six months ended June 30, 2025, compared to $14.09 million for the same period in 2024 [6]. - Gross profit was approximately $6.63 million with a profit margin of 25.08%, down from a gross profit of $4.66 million and a margin of 33.07% in the first half of 2024 [7]. - Net income rose significantly to approximately $0.90 million, a 1,025% increase from $0.08 million in the first half of 2024 [7]. - Cash and cash equivalents decreased to approximately $1.14 million as of June 30, 2025, from approximately $3.66 million a year earlier [7]. - Cash generated from operating activities was approximately $5.39 million, compared to cash used in operating activities of approximately $8.03 million in the first half of 2024 [7]. Market Outlook - The company is optimistic about future business prospects due to several major infrastructure projects set to commence in 2026, including the expansion of Changi Airport Terminal 5 and the Marina Bay Sands integrated resort [4]. - Ongoing large-scale infrastructure projects such as the Jurong Region Line and the Cross Island Line are also expected to contribute positively to the business environment [4]. Strategic Direction - The company remains committed to enhancing profitability and delivering sustainable value for shareholders through cost-management initiatives and operational efficiencies [5].

Summary of U.S. Machinery & Electricals Outlook 2026 Industry Overview - The report focuses on the machinery and electrical equipment industry, highlighting a cyclical recovery expected in 2026 after a challenging 2025, where estimates fell by 5-10% due to a downturn in core markets such as truck, agricultural, and construction equipment [1][12]. Key Points Cyclical Recovery - 2026 is anticipated to be a recovery year driven by aligned monetary and fiscal policies, which are expected to restart positive estimate revisions, with potential upside in low single digits to mid single digits [1][12]. - The recovery is not yet priced into the market, with current pricing reflecting a PMI of around 50, indicating stagnation [2][13]. Construction Equipment - Construction equipment is viewed as a tightly coiled spring, with looser monetary policy and strong fiscal impulses expected to impact the non-residential sector positively in 2026 [3][14]. - The supply/demand balance for construction equipment is tightening, with utilization rates and rental rates increasing, while inventories of used and new equipment are decreasing [3][14]. Truck and Agricultural Equipment - North American heavy-duty truck production is projected to decline by 6% year-over-year in 2026, with production expected to hit 225,000 units, which is 40,000 units below replacement levels [4][15]. - Agricultural equipment demand is expected to reach a 40-year low, declining by 10-15% year-over-year, but improving farmer profits and tighter inventories signal a potential trough [4][15]. Electrical Equipment - Demand for electrical equipment is expected to remain strong in 2026, with growth driven by data center capacity build-out, although regulatory obstacles and political factors may create friction [5][16]. - Four key factors to monitor include regulatory impacts on growth, shifts in utility capital expenditures, political implications of electricity price inflation, and the increasing importance of behind-the-meter solutions for data centers [5][16]. Investment Implications Top Stock Picks for 2026 - **United Rentals (URI)**: Top pick with a price target of $1,128, representing a 42% potential upside, driven by a cyclical recovery and business transformation [6][17]. - **Trimble (TRMB)**: Price target of $99, with a 25% potential upside, benefiting from low tech penetration in construction and expected earnings growth [6][18]. - **Hubbell (HUBB)**: Price target of $530, with a 23% potential upside, expected to benefit from organic growth and a cyclical recovery [6][19]. - **PACCAR (PCAR)**: Price target of $125, with a 12% potential upside, positioned to benefit from cyclical recovery in the truck market [6][22]. - **Eaton (ETN)**: Price target of $395, with a 25% potential upside, navigating growth challenges but set for recovery [6][23]. Valuation Insights - The report emphasizes that many stocks in the machinery and electrical sector are undervalued, trading at a discount compared to historical averages, suggesting significant upside potential as the market recovers [12][46]. Additional Insights - The report notes that the effects of tax reform could unlock $800 billion in fiscal stimulus, positively impacting non-residential construction and truck sectors [12][46]. - The cyclical recovery is expected to lead to a double-digit growth in estimates, driven by monetary policy and fiscal stimulus [12][46]. This comprehensive outlook indicates a significant potential for recovery in the machinery and electrical sectors, with specific stocks poised to benefit from the anticipated economic conditions in 2026.

Los Angeles, California, USA, Dec. 18, 2025 (GLOBE NEWSWIRE) -- TYPHON Machinery, a global manufacturer and exporter of compact construction and material-handling equipment, has been named Exporter of the Year 2025 in the Business & Industrials category by eBay.com, recognizing its exceptional performance in cross-border trade and rapid growth in international markets. The award was presented at eBay’s Exporter of the Year Awards ceremony in Hanoi, Vietnam, on 17 December 2025, highlighting TYPHON Machiner ...

Core Insights - Caterpillar Inc. (CAT) returned to revenue growth in Q3 2025 with a 9.5% increase after six consecutive quarters of declines, primarily driven by higher volumes contributing $1.5 billion (or 10%) to the revenue gain [1][8] - All business segments recorded volume growth during the quarter, marking a significant recovery, especially in Construction Industries and Resource Industries, which ended long periods of decline [2][8] Revenue and Volume Trends - The positive momentum in Q3 follows a $237 million volume increase in Q2 2025, which was the first positive movement after six quarters of contraction, supported by a $326 million surge in the Energy & Transportation segment [2] - Construction Industries returned to positive volumes after seven quarters of decline, while Resource Industries emerged from an eight-quarter slump [2] Market Conditions and Challenges - Previous declines in volume and revenue were attributed to weak demand, significant dealer inventory drawdowns, and the ongoing real estate downturn in China affecting large excavator sales [3] - Macroeconomic uncertainty and tariff-related pressures have further dampened the demand outlook, with the U.S. manufacturing sector contracting for nine consecutive months [3] Future Outlook - Caterpillar anticipates stronger year-over-year sales growth in Q4 2025, supported by improved volumes across all three segments [4][8] - The Zacks Consensus Estimate for CAT's 2025 earnings indicates a year-over-year decline of 15.98%, while revenues are expected to increase by 2% [12] Industry Comparisons - Industry peers such as Terex Corp. and Komatsu Ltd. are also facing challenges, with Terex experiencing seven consecutive quarters of negative organic growth in its Material Processing segment and Komatsu expecting flat demand for construction, mining, and utility equipment in fiscal 2025 [5][6] Stock Performance and Valuation - CAT shares have gained 72.4% year-to-date, outperforming the industry growth of 67.3% and the S&P 500's increase of 6.8% [7] - Currently, CAT is trading at a forward 12-month price/earnings (P/E) ratio of 28.86X, compared to the industry average of 26.12X [10]