Photo by Markus Spiske on Unsplash
Total Construction Spend is holding near cycle highs with some slumps in Non-Residential and Manufacturing. Alta Equip Group(ALTG), a construction equipment rental company, saw a sudden increase in business in December 2025.
InTest(INTT), a manufacturing equipment company, saw a similar sudden burst in sales for December. Both management teams saw rising backorders and forecasted decently improved 2026 financials having experienced a near 2yr inventory destocking period by customers.
It appears by many measures that 4Q25 represented a turn higher for a number of manufacturing businesses.
Comments
Log in or sign up to join the conversation.