Industrial Conglomerates

Honeywell

Deep Research

02498

605488

688322

688071

02050

002050

HSAI

02525

603662

600480

BOSCH

300007

688582

TSLA

XPEV

09868

Entering 2025, three years into the OpenAI-led AI cycle, the industry remains in a full-on AI investment phase. Based on our recent work, Dolphin Research sees 2026 hinging on compute cost-down and on AI capex translating into deployments across software and hardware.The rollout of new hardware is the true incremental driver. Meanwhile, mass production of Tesla's Optimus is drawing closer, and humanoid robots could become the primary AI form factor, reshaping human interaction and productivity.On this premise, Dolphin Research is launching coverage on the robotics supply chain. This is Part 1.

ROBOSENSE

Fulai New Material

Orbbec

W-Ibeda

SANHUA

Sanhua

Hesai

HESAI-W

Keli

Lingyun Ind

Hanwei Electronics

XDLK

Tesla

XPeng

XPENG-W

Humanoid Robots: AI's Best Hope?

Cornercap Increases Holdings in Honeywell to $2.21M

Barclays Downgrades Honeywell Target Price to $250

DZ Bank lowered Honeywell International's target price to $237

Baxter Bros Inc. Increases Holdings in Honeywell International Inc.

Honeywell's Stock Falls 1.1% Due to Potential Litigation Costs

Honeywell International expects Q4 revenue between $9.8 billion and $10 billion

Honeywell expects adjusted EPS range of $9.70 to $9.80 in 2025

Honeywell Discloses 2024 Supplementary Financial Data and 2025 Year-to-Date Figures

Honeywell Narrows Q4 EPS Outlook

Honeywell lowers full-year adjusted sales forecast

Honeywell to Pay $470 Million in Cash to Resolve Eclipse Aerospace Settlement

Honeywell expects a decrease in sales and revenue for its aerospace technology division in Q4

Honeywell International Reports 9% Sales Growth in Q1 2025

Red Door Wealth Management LLC reduced holdings in Honeywell International Inc.

Honeywell Becomes Official Building Automation Partner for Charlotte Hornets

Glenview Trust Co increased its holdings of Honeywell in the second quarter

Honeywell to Build First Sustainable Aviation Fuel Plant in Egypt

Honeywell Selected to Provide Technical Support for UK Carbon Capture Project

BNP Paribas Exane Initiates 'Neutral' Rating on Honeywell

Mackenzie Financial Reduced Holdings in Honeywell International

A SPAC III Acquisition

PicoCELA

Davis Commodities

Society Pass

ECD Automotive Design

Gauzy

Bristol-Myers Squibb Company

A SPAC III ACQUISITION CORP. COM NPV CL A (SUBS/RTS)02/01/2026

Paranovus ENT Tech

Cue BioPharma

Honeywell International Inc. (HON.US) Q3 2025 Earnings Conference Call

Honeywell International Inc. (HON.US) 2024 Fourth Quarter Earnings Conference Call