Revenue Nowcasting: Industrials Revenue Growth Holding in Q3

AKAnomics delivers Revenue Nowcasting estimates for US Industrials and Materials names to fundamental and quantitative hedge funds. A question persistent on investors’ minds is whether the economy is showing signs of strain from tariffs, inflation, and demand.

Based on our real-time analysis of 6000+ macro data from around the world, AKAnomics data indicates that 25Q3 organic revenue growth for this group is holding up well, slightly better than 25Q2 driven by improving growth in European industrial activities, limited change in North America, slight deterioration in Asia, and positive contributions from currency, volumes, and prices.

AKAnomics data is indicating better organic growth and positive revenue surprise for US Machinery, Packaging, and Consumer Discretionary names, and worse organic growth and negative revenue surprise for Transportation, and Building Products sub-groups.

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