XLI catalysts
Catalysts and events linked to XLI, newest first.
XLI stock catalysts and risks
Latest published review: 2026-10-21
| Development | Transmission channel | Evidence | Condition to watch |
|---|---|---|---|
| Brent crude rises above $110 as traders price higher shipping risks around the Strait of Hormuz 2026-10-21 · Down | higher fuel and feedstock costs pressure transport and industrial margins | Brent and WTI both rose sharply as shipping risks increased | Not recorded |
| J.B. Hunt shifts to higher contract rates to offset rising costs 2026-10-17 · Mixed | trucking pricing power can feed industrial freight sentiment | The source is specific to J.B. Hunt and trucking contract pricing. | Not recorded |
| Quanta Services Projects Q3 Revenue of $10.99B as Utility Grid Capex Expands 44% 2026-10-04 · Up | industrial sector infrastructure exposure | Quanta is a leading infrastructure contractor in industrial sector benchmarks. | Not recorded |
| Quanta Services Projects 43.95% Revenue Growth on Electric Grid and Infrastructure Demand 2026-10-04 · Up | industrial infrastructure earnings contribution | PWR leads construction subsector performance within industrial benchmarks. | Not recorded |
| US Treasury sanctions Iranian automobile and railway companies and foreign suppliers 2026-10-02 · Down | Sanctions on foreign suppliers can impair cross-border industrial transactions involving Iran and raise compliance costs. | The reported package included foreign suppliers to Iranian automotive and railway sectors. | Not recorded |
| U.S. Treasury targets Iran’s automotive and rail sectors with new sanctions 2026-10-01 · Watch | The direct exposure of U.S.-listed industrial equities to the targeted Iranian sectors is unclear, while broader geopolitical retaliation could affect sentiment. | The reported sanctions targeted Iranian companies and sectors rather than a specified U.S. listed-company group. | Not recorded |
| ISM says U.S. manufacturing activity stayed in expansion in September as input prices jumped 2026-10-01 · Up | continued manufacturing expansion supports industrial demand expectations | PMI remained above 50 and new orders rose for a ninth straight month | Not recorded |
| Governor Greg Abbott issues a statewide disaster proclamation as Texas diesel prices hit a record 2026-09-28 · Down | higher diesel costs raise transport and industrial operating expenses | the disaster declaration was tied to a fuel emergency and record diesel prices | Not recorded |
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DateCardAvg 5d
- 2026-10-21Brent crude rises above $110 as traders price higher shipping risks around the Strait of HormuzBZ=F XLE XLI
- 2026-10-17J.B. Hunt shifts to higher contract rates to offset rising costsJBHT XLI
- 2026-10-04Quanta Services Projects Q3 Revenue of $10.99B as Utility Grid Capex Expands 44%XLI+0.09%
- 2026-10-04Quanta Services Projects 43.95% Revenue Growth on Electric Grid and Infrastructure DemandPWR XLI+2.21%
- 2026-10-04Quanta Services Projects 43.95% Revenue Growth on Electric Grid and Infrastructure DemandPWR XLI+2.21%
- 2026-10-04Quanta Services Projects Q3 Revenue of $10.99B as Utility Grid Capex Expands 44%PWR XLI+2.21%
- 2026-10-02US Treasury sanctions Iranian automobile and railway companies and foreign suppliersIRR=X USO XLI+0.33%
- 2026-10-02US Treasury sanctions Iranian automobile and railway companies and foreign suppliersIRR=X USO XLI+0.33%
- 2026-10-01ISM says U.S. manufacturing activity stayed in expansion in September as input prices jumpedTLT WTI XLI+0.87%
- 2026-10-01ISM says U.S. manufacturing activity stayed in expansion in September as input prices jumpedTLT WTI XLI+0.87%
- 2026-10-01U.S. Treasury targets Iran’s automotive and rail sectors with new sanctionsIRR/USD USO XLI-0.57%
- 2026-09-28Governor Greg Abbott issues a statewide disaster proclamation as Texas diesel prices hit a recordJJC USO XLI-2.28%
- 2026-09-28Governor Greg Abbott issues a statewide disaster proclamation as Texas diesel prices hit a recordJJC USO XLI-2.28%
- 2026-09-25Oil prices cool as U.S. stocks finish their first winning week in threeCL=F XLE XLI+0.97%
- 2026-09-24Canada imposes retaliatory tariffs on US goods to increase pressure in trade disputeCNI USD/CAD XLI+0.75%
- 2026-09-23US lawmakers warn tariffs on Canada could jeopardize local industries and supply chains → → Bearish XLIXLI-0.09%
- 2026-09-23US lawmakers warn tariffs on Canada could jeopardize local industries and supply chains → Bearish XLIXLI-0.09%
- 2026-09-23US lawmakers warn tariffs on Canada could jeopardize local industries and supply chainsTSX USD/CAD XLI-0.09%
- 2026-09-23US lawmakers warn tariffs on Canada could jeopardize local industries and supply chainsTSX USD/CAD XLI-0.09%
- 2026-09-21Lockheed Martin wins up to $1.2 billion US Army contract for Precision Strike Missile productionLMT RTX XLI-2.46%
- 2026-09-21Lockheed Martin wins up to $1.2 billion US Army contract for Precision Strike Missile productionLMT RTX XLI-2.46%
- 2026-09-20Washington delays new tariffs on Chinese overcapacity goods until after summitFXI USDCNH XLI-0.33%
- 2026-09-19Federal Reserve reports U.S. industrial production was unchanged in August and manufacturing output fell 0.3%IEF USDJPY XLI-0.24%
- 2026-09-19Federal Reserve reports U.S. industrial production was unchanged in August and manufacturing output fell 0.3%IEF USDJPY XLI-0.24%
- 2026-09-18US factory production falls in August as higher costs cloud manufacturing outlookDXY TLT XLI-0.99%
- 2026-09-18US factory production falls in August as higher costs cloud manufacturing outlookDXY TLT XLI-0.99%
- 2026-09-16New York Fed says statewide manufacturing activity slowed in September → Bearish XLI → Bearish XLIXLI+0.82%
- 2026-09-16New York Fed says statewide manufacturing activity slowed in September → Bearish XLIXLI+0.82%
- 2026-09-16New York Fed says statewide manufacturing activity slowed in SeptemberIEF XLI+0.11%
- 2026-09-16New York Fed says statewide manufacturing activity slowed in SeptemberIEF XLI+0.11%
- 2026-09-15United States imposes new tariffs on a small group of Canadian goodsCADUSD XLI+0.84%
- 2026-09-15United States imposes new tariffs on a small group of Canadian goodsCADUSD XLI+0.84%
- 2026-09-15September Empire State manufacturing survey is due as traders watch for a demand readIEF XLI+0.60%
- 2026-09-15White House lets new 50% tariffs on selected Canadian goods take effectCADUSD XLI XLY+1.07%
- 2026-09-15United Nations forum on responsible business and human rights convenes in BangkokASX THBUSD XLI+0.84%
- 2026-09-14The Environmental Protection Agency plans to repeal US power-plant greenhouse gas rulesICLN XLE XLI-1.59%
- 2026-09-14The Environmental Protection Agency plans to repeal US power-plant greenhouse gas rulesICLN XLE XLI-1.59%
- 2026-09-13Russian drone hits Kyiv-Warsaw train near Poland as Ukraine reports wider rail attacks → B → Bearish XLIXLI-1.52%
- 2026-09-13Russian drone hits Kyiv-Warsaw train near Poland as Ukraine reports wider rail attacks → Bearish XLIXLI-1.52%
- 2026-09-13Russian drone hits Kyiv-Warsaw train near Poland as Ukraine reports wider rail attacksPLNUSD XLI-1.52%
- 2026-09-13Russian drone hits Kyiv-Warsaw train near Poland as Ukraine reports wider rail attacksEUROBOND PLNUSD XLI-1.52%
- 2026-09-09Canada imposes retaliatory tariffs on $20 billion of US goods → Bearish XLIXLI-1.79%
- 2026-09-09Canada imposes retaliatory tariffs on $20 billion of US goodsCNI USDCAD XLI-1.79%
- 2026-09-09Canada threatens further tariff escalation after US moves to block importsCADUSD XIU.TO XLI-1.79%
- 2026-09-09Canada imposes retaliatory tariffs on $20 billion of US goodsCNI USDCAD XLI-1.79%
- 2026-09-09Canada threatens further tariff escalation after US moves to block importsCADUSD XIU.TO XLI-1.79%
- 2026-09-08Canada activates retaliatory tariffs on $20 billion of U.S. goods as Trump threatens Bombardier salesUSD/CAD XLB XLI-3.19%
- 2026-09-08Canada activates retaliatory tariffs on $20 billion of U.S. goods as Trump threatens Bombardier salesUSD/CAD XLB XLI-3.19%
- 2026-09-01ISM reports U.S. manufacturing activity slows in August as input prices stay elevated → Be → Bearish XLIXLI-0.54%
- 2026-09-01ISM says U.S. manufacturing activity eased in August as orders slowed → Bearish XLI → Bearish XLIXLI-0.54%
See today's live cards
Public pages are published 24 hours after the product shows them. Desk shows every catalyst, event and causal reading as it happens, mapped to your holdings.