Key Highlights

  • Textron is trading 14.54% higher at $89.71 after full-year adjusted EPS guidance moved up to $6.55 to $6.65.
  • FTAI Aviation is trading 13.52% higher at $189.73, backed by third-quarter revenue of $977.7 million and a $500.0 million accelerated repurchase.
  • ITG is trading 17.52% higher at $5.54, and no dated company release explains the move.
  • Quad is trading 16.17% lower at $7.88 as the midpoint of its full-year adjusted EBITDA guidance eased to $190 million from $195 million.
  • The spread between ITG's gain and Quad's drop is 33.69 percentage points (calculated).

Which Industrial Stocks Are Reacting to Third-Quarter Earnings on October 29?

Six industrial companies are trading sharply on Thursday, October 29, 2026. Textron (NYSE:TXT) is trading 14.54% higher at $89.71 after a third-quarter profit beat and a higher outlook. FTAI Aviation (NASDAQ:FTAI) is trading 13.52% higher at $189.73 on third-quarter revenue of $977.7 million and a $500.0 million accelerated share repurchase. ITG (NASDAQ:ITG) is trading 17.52% higher at $5.54, although no dated company release came with the move.

On the downside, Quad (NYSE:QUAD) is trading 16.17% lower at $7.88 after GAAP earnings per share dropped to $0.11. Ranpak (NYSE:PACK) is trading 15.48% lower at $3.20 after missing on revenue and earnings, and Hudson Technologies (NASDAQ:HDSN) is trading 15.68% lower at $4.41 as refrigerant pricing cut into profit. Each company gets a short summary of its figures below, followed by calculated comparisons and the dated events ahead.

Textron: What Is Driving the 14.54% Gain After a Higher Outlook?

Textron reported third-quarter adjusted earnings of $1.76 per share, compared with $1.55 a year earlier and a consensus near $1.43, on revenue of $3.751 billion, up 4.1%. Full-year adjusted EPS guidance moved to $6.55 to $6.65 from $6.40 to $6.60, and manufacturing cash flow guidance went up to $800 million to $900 million. Textron Aviation revenue grew 14% to $1.68 billion on 51 jet deliveries, versus 42 a year earlier, and Textron Systems rose 16%. Bell revenue declined 9% to $933 million, and the material opened does not explain the decrease. The implied prior close is near $78.32 (calculated).

FTAI Aviation: How Big Is the $500 Million Repurchase Behind the 13.52% Rise?

FTAI Aviation said third-quarter revenue grew to $977.7 million from $667.1 million, adjusted EBITDA reached $348.3 million from $297.4 million, and diluted EPS was $1.43 versus $1.10. Aerospace Products revenue was $910.0 million, up 76%, with 311 CFM56 modules produced in the quarter. The $500.0 million accelerated repurchase is expected to wrap up in the fourth quarter, and the total authorization was raised to $1.0 billion. It equals roughly 2.6% of an approximate $19.4 billion market value (calculated). A multi-year engine exchange agreement with United Airlines (NASDAQ:UAL) was announced on October 8, and a $0.50 quarterly dividend is payable November 23.

ITG: What Explains the 17.52% Rebound Without a Dated Release?

No dated company release came with today's move. The newest announcement was on October 22, when ITG issued preliminary third-quarter revenue of about $461.5 million, up about 49% and 4.9% over its $440.0 million outlook, with adjusted EBITDA of about $64.5 million. These figures are preliminary and may change materially. ITG priced its July 1, 2026 debut at $16, so $5.54 is about 65% under that level (calculated). Comcast (NASDAQ:CMCSA) and Charter Communications (NASDAQ:CHTR) together made up about 60% of last year's revenue. The implied prior close is near $4.71 (calculated).

Quad: Why Are Shares Down 16.17% When Adjusted EPS Grew 13%?

Quad released third-quarter results on Wednesday, October 28. GAAP diluted EPS dropped to $0.11 from $0.21, while adjusted EPS grew 13% to $0.35, and restructuring, impairment and transaction charges of $19.2 million account for the gap. Adjusted EBITDA was $51.1 million versus $52.6 million. Full-year adjusted EBITDA guidance was narrowed to $185 million to $195 million from $175 million to $215 million, which shifts the midpoint to $190 million from $195 million (calculated). Net debt leverage was 2.19x against a year-end target of about 1.5x, and the $0.10 dividend is unchanged. The implied prior close is near $9.40 (calculated).

Ranpak: How Wide Was the Third-Quarter Miss Behind the 15.48% Decline?

Ranpak reported revenue of $101.9 million, about 6.4% below the $108.85 million market estimate (calculated), and a loss of $0.08 per share against an estimated loss of $0.025. Revenue still grew 2.3% from $99.6 million, volumes declined 2.5%, and adjusted EBITDA improved to $22.5 million. Cash reached $53.4 million, and net leverage was 4.3 times on a trailing basis. Management offered no new numeric guidance and said it expects to meet prior 2026 targets. Automation revenue grew 26.9% in constant currency excluding warrant effects, against a target of about $60 million for 2026.

Hudson Technologies: How Much Did Refrigerant Pricing Cut Into Profit?

Hudson Technologies reported third-quarter revenue of $59.4 million versus $74.0 million, with sales volume down 9% and selling prices down 17%. Gross margin narrowed to 25% from 32%, and net income dropped to $2.0 million, or $0.05 per share, from $12.4 million. The revenue decrease works out to about 19.7% (calculated). Cash was $35.3 million at September 30, and the company describes itself as debt-free. Full-year gross margin is still expected in the low-to-mid-twenty percent range, the same as prior guidance. The implied prior close is near $5.23 (calculated).

Industrial Earnings Movers Side by Side: Where Do Reactions and Revenue Trends Differ Most?

By size of move, ITG's 17.52% gain is 2.98 percentage points above Textron's 14.54%, which is 1.02 points above FTAI Aviation's 13.52%. Among decliners, Quad's 16.17% fall is 0.49 points steeper than Hudson Technologies' 15.68% and 0.69 points steeper than Ranpak's 15.48% (all calculated). The widest spread, from ITG to Quad, is 33.69 percentage points (calculated).

On revenue, FTAI Aviation's third-quarter figure grew about 46.6% (calculated) and ITG's preliminary figure about 49%, while Textron grew 4.1% and Ranpak 2.3%. Quad's net sales eased about 0.2% (calculated), and Hudson's dropped about 19.7% (calculated). Textron at $89.71 and FTAI Aviation at $189.73 are $100.02 per share apart (calculated).

What Comes Next: Repurchase Completion, November 10 Results and Dividend Dates

ITG reports full third-quarter results after the close on Tuesday, November 10, 2026, and its preliminary figures remain subject to final results. FTAI Aviation has a November 10 dividend record date and a November 23 payment, with the accelerated repurchase due to finish in the fourth quarter. Quad's $0.10 dividend has a November 17 record date and a December 4 payment. Textron's next dividend date is December 11, and its fourth-quarter report in early 2027 will test the new guidance. Hudson Technologies and Ranpak will be judged on fourth-quarter pricing and margins.