LSI Industries, headquartered in Cincinnati, Ohio, reported 4Q 2025 and full year 2025 earnings on August 21. As one of the few remaining publicly traded lighting companies that report earnings, LSI is a data point for the lighting industry. Lighting […]
Eaton’s overall Q2 results highlighted a 8% organic sales growth, at the high end of guidance with quarterly record sales of $7.028 billion, and a strong year-over-year backlog growth of 15% in Electrical. Eaton had record segment margins of 23.9%, […]
The North American Engineering and Construction Outlook published by FMI, in March warned of tough sledding ahead. This has indeed been borne out in the recently published Third Quarter Outlook. The forecast is for 2026-2029. Overall, the residential sector is […]
Atkore The Harvey, Illinois headquartered manufacturer of electrical products for commercial, industrial, data center, telecommunications, and solar applications, announced its 3Q 2025 results on August 5. Atkore net sales were down -10.6% year-over-year. The decrease in net sales was primarily […]
Over the past few weeks I’ve been reading and reviewing industry quarterly earnings reports. Below are observations and key insights regarding nVent, Schneider Electric, and Legrand. nVent The London, UK based designer and manufacturer of electrical connection and protective solutions, […]
At the end of June, we took a look at some of the opportunities in the residential market. We remain in a state of uncertainty. Whichever anecdote you prefer – seasonal fog and structural slog, or one foot out of […]
As a continuation in the series focusing on top industries and products for electrical distributors (March looked at the manufacturing industry), this analysis takes a look at the US infrastructure and opportunities for distributors and manufacturers. It is certainly not […]
The last several months have been tumultuous for the electrical industry as tariff policy gyrated to such an extent that the market has effectively paused awaiting more clarity. This was validated by the 1Q25 Pulse of Lighting results, where much […]
