Supply Chain

PHOENIX – October 29, 2026 -- Honeywell Aerospace (Nasdaq: HONA) raised its full-year 2026 pro forma standalone adjusted earnings per share and second-half free cash flow guidance after third-quarter sales rose 2% to $4.6 billion, and its board declared an inaugural quarterly dividend of $0.40 per share.

Net income came to $0.7 billion. Adjusted EBIT rose 1% to $1.2 billion, even with new costs of operating as an independent public company and a net benefit of about $50 million from International Emergency Economic Powers Act (IEEPA) tariff refunds. The company kept its full-year organic sales outlook and narrowed its adjusted EBIT guidance range.

PITTSBURGH – October 29, 2026 -- Wesco International reported record third-quarter net sales of $7.2 billion, up 17% year over year and 8% sequentially, and raised its full-year 2026 outlook as backlog grew about 80%.

Data center sales rise about 55% to $1.8 billion

Data center sales reached $1.8 billion, up roughly 55% from a year earlier. Non-data center sales rose 7%. Organic sales grew 16.6%, with volume gains in all three segments (CSS, EES and UBS) and a favorable price effect. Organic sales for the first nine months rose 13.9%.

Total company backlog hit a record, and each of the three business units set its own backlog record. CEO John Engel said the growth is fueled by multi-year customer commitments, and that the past five consecutive quarters of double-digit sales growth show a growth profile that extends beyond data centers.

United States – October 29, 2026 -- SupplyOne is marketing engineering-led custom corrugated packaging that combines product protection, retail branding and supply chain services for manufacturers, distributors and e-commerce businesses.

The company's nationwide team of packaging engineers and designers covers structural concepts, prototypes, custom die-cuts, printed shipping boxes and retail-ready displays.

SupplyOne right-sizes boxes to reduce excess material and damage-related returns

Engineers align box dimensions, board grade, interior protection and structural features to cut excess materials and wasted space. SupplyOne says this can lower damage risks during handling, transportation and storage, reduce damage-related returns and improve total packaging costs across the supply chain.

Charlotte – October 29, 2026 -- Aberdeen Carolina & Western Railway (ACWR) has been awarded a $19.9 million federal grant through the U.S. Department of Transportation's Consolidated Rail Infrastructure and Safety Improvements (CRISI) Program to rebuild track laid in the early to mid 1900s.

Grant funds 30 miles of continuous welded rail across two North Carolina counties

The project will replace the existing line with approximately 30 miles of continuous welded rail in Montgomery and Stanly counties. The grant supports a total rail infrastructure investment of $41 million. ACWR and the North Carolina Department of Transportation (NCDOT) will contribute a 52% non-federal match.

ACWR CEO Anthony Menzies said a healthy rail network is critical to "take freight off of our nation's highways."

Munich/Tokyo – October 29, 2026 -- Proxima Fusion and Japan's Fujikura signed a memorandum of understanding to explore industrial-scale production of high-temperature superconductor (HTS) tape in Germany, anchored by planned demand of 60,000 kilometers from Proxima's own fusion projects. The MoU was signed in Tokyo in the presence of German Chancellor Friedrich Merz and Japanese Prime Minister Sanae Takaichi.

The production site is planned for Lower Saxony. The plant is meant to close a central gap in Europe's fusion supply chain, since HTS tape is currently made mostly outside Europe.

Broomfield, Colo. – September 28, 2026 -- Vail Resorts, Inc. (NYSE: MTN) reported fiscal 2026 net income of $147.5 million, down from $280.0 million a year earlier, as the western U.S. ski industry endured what CEO Rob Katz called one of the most challenging winters in history.

Resort Reported EBITDA falls 11.7% to $745.7 million on weather losses

Full-year Resort Reported EBITDA declined $98.5 million to $745.7 million, including $11 million in one-time costs tied to the company's resource efficiency transformation plan. Resort Net Revenue fell $131.9 million, or 4.5%, driven by historically low snowfall and snowpack in the Rockies and Tahoe regions. Total lift revenue dropped 3.5% even as visitation fell 13.4%, cushioned by a 3.9% increase in pass revenue. In Australia, cumulative snowfall during the fourth quarter came in roughly 57% below the 10-year average, pressuring visitation despite growth in Australian pass sales.

Reston, VA – October 29, 2026 -- SpiderOak, based in Reston, Virginia, has become a Blue UAS Recognized Assessor, delivering supply chain and cybersecurity evaluations for participating unmanned aircraft system (UAS) vendors, according to a March 3, 2026 announcement.

SpiderOak added drone assessment authority in October 2025 and March 2026

On October 20, 2025, SpiderOak was authorized to perform cybersecurity evaluations on UAS seeking compliance with US Government baseline requirements. The March 2026 Blue UAS Recognized Assessor role extends that work to supply chain evaluations for participating vendors.

SpiderOak services target the Army's Short-Range Reconnaissance program

On December 16, 2025, SpiderOak announced services to strengthen cyber resilience for the Army's Short-Range Reconnaissance (SRR) program. The services also cover future unmanned systems across all domains.

United States – October 29, 2026 -- SupplyOne secured a request for proposal (RFP) covering multiple locations of a growing bird seed producer after engineering a corrugated box that met both the customer's requirements and a major national retailer's specifications.

SupplyOne develops boxes compatible with existing equipment

The producer needed corrugated packaging that satisfied its own operational requirements and the retailer's specifications. Lead-time challenges added pressure, and the boxes also had to run on the customer's existing equipment. SupplyOne worked with the customer to address all three constraints while supporting growth across several sites.

Successful solution expands the account across locations

The packaging solution helped SupplyOne win the multi-location RFP. According to the source, the award broadened SupplyOne's support across the customer's operation and improved packaging consistency between sites.

Global – October 29, 2026 -- SpotSee has matched five impact-monitoring products to distinct receiving decisions, ranging from a battery-free visual indicator to cellular-connected recorders that report shock data while cargo is still moving.

Shipment profile comes before technology choice

SpotSee lists nine factors to assess first: product fragility, shipment weight, packaging configuration, transportation method, handling environment, shipment value, consequences of damage, the impact level that could compromise the product, and what receiving or quality teams will do after a detected impact. Monitors complement validated packaging design and testing rather than replace them. For sensitivity selection, SpotSee points to its ShockWatch Calculator instead of generic weight-based rules.

Tulsa – October 29, 2026 -- Cherokee Federal, the federal contracting division of Cherokee Nation Businesses, has been named the 2026 Team Osprey Supplier of the Year after more than 20 years of supplying electrical wire harnesses and cables for the V-22 Osprey.

Team Osprey, a group of industry, government and military leaders supporting the V-22 program, announced the award at its 2026 Annual Team Osprey Working Group Conference. The event gathers leaders and suppliers from across the V-22 industrial base.

Cherokee Federal earns award for on-schedule delivery and production investment

The company was recognized for responsiveness, consistent delivery of quality products on schedule, and proactive investment in production and long-term sustainment. Cherokee Federal employees perform the work in Stilwell, Oklahoma, on the Cherokee Nation reservation.