Industrial Manufacturers' Software Businesses Show Resilience Amid AI Concerns
ByAinvest
Friday, Feb 6, 2026 10:04 am ET1min read
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Industrial manufacturers have faced skepticism from investors regarding their software businesses, but recent signs of a rebound in the sector have boosted shares of companies with large software businesses, including Fortive, Emerson Electric, and Schneider Electric. The industrial sector is showing signs of life, with US manufacturing activity expanding in January at the fastest pace since August 2022. Earnings reports have also shown positive trends, with Dover Corp. and Parker-Hannifin Corp. reporting strong sales growth.
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