Rexel’s North American group was again the star performer for the company according to their 2026 Q1 earnings call. While the overall business was up only 3.4%, and all regions showed positive growth for the first time in 11 quarters, […]
Lighting … A Smaller Segment of LSI LSI Industries, the parent of LSI Lighting and Atlas Lighting, reported 3Q fiscal year 2026 earnings on April 23. As one of the few remaining publicly traded lighting manufacturers that reports, although not […]
nVent announced 4Q 2025 and full year 2025 results on February 6. The fourth quarter performance included record sales and backlog, and new product introductions while acquisitions performed ahead of expectations. Sales were about $1.07 billion, up 42% y-o-y, with […]
Legrand announced full year 2025 earnings on February 12. As many know, this is a very diversified company specializing in electrical and digital building infrastructures through a range of high value-added products and solutions including lighting, controls, power management and […]
Hubbell announced 4Q 2025 earnings on February 3. Net sales increased 4% to $5.84 billion, and 9% organically for the entire company. Hubbell Electrical Solutions segment’s (HES) organic growth was 13% and Utility Solutions (HUS) was 8%. Adjusted operating profit […]
WESCO shared their Q4 2025 and full year 2025 earnings on February 10, reporting strong top line performance, growing revenue $6.1 billion, up 10% and 9% organically, driven by a 30% increase in data center sales to $1.2 billion. For the […]
It’s earning season so that means it’s time for Kevin Coleman to share analysis and insights regarding leading manufacturers in the electrical industry. Below he shares input on Eaton and Atkore. Eaton’s Strong Growth and Margins Led By Explosive Electrical […]
Atkore, a manufacturer of electrical products for commercial, industrial, data center, telecommunications, and solar applications, announced its 4Q 2025 and full year 2025 results on November 20. Atkore sales continued to slide, with net sales down -5% year-over-year and net income […]
Lowe’s beat profit expectations, while Home Depot did not, and Lowe’s reported growth in comparable sales (sales of stores open at least 13 months) that outpaced that of Home Depot for a second straight quarter. Stepping back, the fact that both showed […]
Grainger reported 3Q 2025 results on October 31, 2025, with sales of $4.7 billion, up 6.1%, or 5.4% on a daily, constant currency basis. Overall, the results show continued steady growth and profitability amidst muted market demand. While the current […]
David Gordon
Channel Marketing Group
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