Latest Supply Chains News

Kimberly-Clark delivered stronger adjusted earnings from continuing operations in the third quarter, but organic sales and adjusted operating profit weakened as China disruption, pricing pressure and costs weighed on results. The company reaffirmed its 2026 outlook while beginning life as a larger consumer-health group after completing its Kenvue acquisition.

BD finished fiscal 2026 with higher revenue, adjusted earnings and cash generation, while setting low single-digit growth expectations for the year ahead. Its proposed US$19 billion US investment adds scale to the strategy, but remains tied to milestones and future implementation.

Metal Powder Works has secured its first Zircaloy-4 orders from Oak Ridge National Laboratory, the US Army Research Laboratory and an unnamed defence company. The immediate revenue is modest, but the evaluation work places MPW’s zirconium powders before strategically important US customers.

Albemarle delivered a sharp third-quarter rebound, with adjusted EBITDA reaching US$645.5 million as higher lithium pricing and productivity gains outweighed lower Energy Storage volumes. The company also raised its Specialties outlook and cut planned 2026 capital spending, while flagging weaker fourth-quarter Energy Storage results.

Motorola Solutions raised its full-year 2026 revenue, non-GAAP earnings and cash flow outlook after sales rose 12% and backlog reached a record US$16.6 billion. The stronger operating result came alongside lower GAAP earnings, softer cash flow and fresh acquisition debt.

Assurant lifted its 2026 earnings outlook after reporting strong third-quarter growth across its Lifestyle and Housing businesses. The insurer also plans to increase share repurchases to US$350 million, although catastrophe losses and reserve development remain important variables.

My Food Bag will remain NZX-listed after a strategic and ownership review, with organic growth now taking priority. The board is targeting fully imputed dividends of 70% to 90% of NPAT and is considering an additional return of surplus capital after moving into net cash.

Expeditors delivered a sharp third-quarter acceleration, with revenue up 42% and diluted EPS up 62% as air and ocean volumes strengthened. Demand from AI infrastructure customers helped drive growth, but constrained capacity and Asian port disruption remain material risks.

Kimberly-Clark has completed its acquisition of Kenvue, issuing about 281.1 million shares and taking on an integration programme expected to cost US$3.1 billion before tax. The combined group is targeting US$2.1 billion in annual run-rate synergies by reshaping its brands, segments and operating model.

Estée Lauder delivered a sharp rebound in fiscal 2027’s first quarter, with sales, margins and earnings all improving materially. The beauty group has lifted its full-year outlook, although quarterly free cash flow remained negative and the plan still depends on sustained momentum in China, travel retail and fragrance.

Neurizon Therapeutics has secured A$4.3 million through a discounted placement and is seeking another A$2.0 million from eligible shareholders, while redeeming its remaining Obsidian convertible notes. The move removes current note-conversion dilution, but shifts funding risk towards equity holders ahead of a pivotal NUZ-001 trial readout.

ResMed has delivered a stronger first quarter for fiscal 2027, with revenue up 6% to US$1.415 billion and net income rising 20% to US$418 million. The headline result was helped by a preliminary gain on the MatrixCare sale, while the core Sleep and Breathing Health business continued to expand.