--- title: "US Industrial Giants Accelerate Restructuring and AI Automation Amid Solid Q2 Earnings" type: "News" locale: "en" url: "https://longbridge.com/en/news/296207171.md" description: "Top players including 3M, Honeywell, and UPS reported solid revenue growth in their latest quarterly filings. These giants are accelerating their push into high-margin automation by spinning off non-core assets, partnering with tech firms, and deploying AI networks." datetime: "2026-08-18T09:44:01.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/296207171.md) - [en](https://longbridge.com/en/news/296207171.md) - [zh-HK](https://longbridge.com/zh-HK/news/296207171.md) generator: "portal-rs" --- # US Industrial Giants Accelerate Restructuring and AI Automation Amid Solid Q2 Earnings US diversified industrial giants are accelerating their transition toward artificial intelligence automation and high-growth segments, with 3M, Honeywell, and UPS posting a combined quarterly revenue of over **USD 39B**, according to recent corporate filings and people familiar with the matter. ### 3M (MMM.US) 3M Company is showing signs of recovery in its core financial metrics amid a series of litigation settlements. The manufacturer reported Q2 GAAP sales of **USD 6.5B**, up **2.4%** year-over-year, with organic growth reaching **5.4%**. Earnings per share jumped 33% to **USD 1.78**. In late July 2026, the company announced a strategic partnership with Microsoft (MSFT.US), under which Azure will become the first hyperscale cloud provider to deploy 3M's Expanded Beam Optical (EBO) technology for AI data center infrastructure. This followed an investment in JetZero, a startup developing a blended-wing-body commercial aircraft. While a Houston jury ordered 3M to pay **USD 61.5M** in August over a 2020 plant explosion, a federal judge also approved a **USD 2.5B** "forever chemicals" settlement, clearing a major overhang. Management maintained a quarterly dividend of **USD 0.78** per share. ### Honeywell (HON.US) Honeywell is nearing the final stages of its transformation into a pure-play automation technology company. The firm posted quarterly revenue of **USD 9.72B**, a **3.4%** increase, and reported EPS of **USD 1.95**, which topped consensus estimates of USD 1.80. In mid-August 2026, Honeywell completed the sale of its productivity solutions and services business, marking the final step of a major overhaul that includes the spinoff of its aerospace division, which will trade under the HON A ticker. Management is targeting new multi-year financial goals tied to software, automation, and AI, projecting Q3 EPS between **USD 2.05 and USD 2.20**, and Q4 EPS between **USD 2.28 and USD 2.43**. ### UPS (UPS.US) United Parcel Service is building a "digital twin" of its entire physical network to drive efficiency amid global macroeconomic shifts. The logistics provider reported Q2 2026 consolidated revenue of **USD 22.8B**. According to people familiar with the matter, UPS is aggressively deploying AI agents to automate its daily customs brokerage, targeting **90%** automated clearance without human intervention by September 2025. The company also continues to lean into high-growth healthcare logistics, announcing a **USD 48M** investment in a temperature-controlled cross-dock facility in June 2026. Management declared a regular quarterly dividend of **USD 1.64** per share and rolled out new digital shipping tools for SMB clients in late July. *This article does not constitute investment advice.* ### Related Stocks - [MMM.US](https://longbridge.com/en/quote/MMM.US.md) - [HON.US](https://longbridge.com/en/quote/HON.US.md) - [UPS.US](https://longbridge.com/en/quote/UPS.US.md) - [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md) ## Related News & Research - [Meta Platforms Is Now 1 of Microsoft’s Biggest Customers. What That Means for MSFT Stock.](https://longbridge.com/en/news/296947436.md) - [Odyssean LLC Cuts Stock Holdings in Microsoft Corporation $MSFT](https://longbridge.com/en/news/297158651.md) - [Capital Square LLC Makes New Investment in United Parcel Service, Inc. $UPS](https://longbridge.com/en/news/296757486.md) - [Prediction: UPS Dividend Remains Frozen Through 2027](https://longbridge.com/en/news/296754879.md) - [UPS Invests $2 Billion to Boost Global Shipping Speed](https://longbridge.com/en/news/296819129.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**