Kimball Drops "Electronics" as Medical Work Carries the Company

Kimball Electronics completed phase one of its rebrand to Kimball Solutions on July 1, starting with its Jasper and Indianapolis facilities, with the full corporate name change slated for July 2027 pending a Share Owner vote. The reason is in the numbers: the medical vertical grew 15% year over year while total revenue fell 5%. The legacy electronics-manufacturing-services business is contracting while medical carries the company, and dropping "Electronics" is a deliberate move to re-rate toward higher-multiple contract manufacturing. If you source PCB assemblies, precision plastics, or EMS work from Kimball, find out now whether their production queue has already shifted to follow their revenue mix.

Gary Works Hiring Push Tightens Skilled Trades and Tinplate Supply

U.S. Steel's Gary Works hiring event and $900 million 2026 investment, including a Tin Mill restart targeting 225 jobs, pull from the same skilled-trades pool that Riverside and BAE are recruiting. If you source tinplate, domestic capacity is thin during the ramp: Ohio Coatings, residual Cleveland-Cliffs tin output, and tariff-burdened imports are the near-term options until the Tin Mill reaches full operation in early 2027. That's a 12-to-18-month supply window to model now.