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Author

Kevin Coleman

Kevin Coleman is an Executive-in-Residence at Channel Marketing Group. He supports Channel Marketing Group, and its clients, via market research into vertical markets, with company and product category specific research, and macro-economic insights. Previously he was Director of Market Intelligence for Signify. He also contributes on www.industrialsupplytrends.com and www.hvacrtrends.com.




Distributors  / Featured  / Industry Consolidation
Graybar’s Record Quarter and Why They Are Pulling Away from The Pack
Kevin Coleman Posted On November 1, 2026

Graybar 2026 Q3 Performance - ElectricalTrends

Graybar reported a record third quarter 2026 with record results by every measure. While much of the electrical distribution industry has been celebrating data-center-driven growth, Graybar delivered something arguably more impressive in Q3 2026: broad-based acceleration, record profitability, and evidence […]


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Industrial Market  / Industry Outlook  / Manufacturers
Schneider Surges Again as AI Fuels Record 3Q, Overwhelms Other End Markets
Kevin Coleman Posted On October 27, 2026

Schneider Electric's Record Q3 2026 Performance - ElectricalTrends

Schneider Electric, a global electronics and industrial technology leader specializing in digital automation and energy management, announced Q3 2026 results on October 16 delivering its strongest quarterly performance in history, with North America again the growth engine. Q3 revenue was […]


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Customer Segments  / Distributors  / Industry Consolidation  / Industry Outlook  / More Insights
Rexel’s US Data Center Gold Rush Continues. Record Q3 Sales
Kevin Coleman Posted On October 27, 2026

Rexel Q3 ‘26 Performance - ElectricalTrends

Rexel provided a third quarter sales update (not a detailed quarterly earnings statement) on October 22, pointing to an electrical distribution market increasingly shaped by electrification, rather than a uniform recovery in construction. Sales reached $6.33 billion, up 14.6% on […]


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Industry Consolidation  / Industry Outlook  / Supplier / Products
nVent’s 2H 2026 Results Driven by … Data Centers
Kevin Coleman Posted On August 27, 2026

nVent Earnings

nVent announced their results for 2Q 2026 on July 31. They reported record quarterly sales of $1.5 billion, up 53%, and 47% organically, and adjusted operating income was $323 million, up 61%, riding a historic data‑center boom while simultaneously navigating […]


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Customer Segments  / Industry Outlook  / Manufacturers  / Supplier / Products
Eaton Delivers Again – A North‑American Powerhouse Fueled by the Data‑Center Supercycle
Kevin Coleman Posted On August 26, 2026

Eaton

Eaton announced its 2Q 2026 earnings on July 31. Their results confirm the structural shift in the U.S. electrical market that previous earnings results have benefitted from – AI‑scale data centers, utility grid upgrades, and industrial electrification have turned Electrical […]


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Industry Outlook  / Manufacturers  / Supplier / Products
Schneider’s Surge – Record YTD 2026 Results Could Signal a New Era for Electrification and Distribution
Kevin Coleman Posted On August 23, 2026

Schneider Electric Q2 2026 earnings - ElectricalTrends

Schneider Electric announced its Q2 2026 results on July 30 delivering one of the strongest quarters in its history, underscoring the company’s rising influence across electrification, automation, and digital energy management. With demand surging in data centers, grid modernization, and […]


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Growth Strategies  / Industrial Market  / Industry Consolidation  / Industry Outlook  / Manufacturers  / Supplier / Products
The Data-Center Supercycle Powers Legrand’s Breakout First Half of 2026
Kevin Coleman Posted On August 12, 2026

Legrand 2026 Q2 Earnings - ElectricalTrends

Legrand, the French conglomerate known for wiring devices, lighting controls, Wiremold and its lighting lines in the electrical distribution segment, who has also built a robust data center offering, announced 1H 2026 earnings on July 29. Legrand’s record first‑half 2026 […]


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Distributors  / More Insights
Rexel North America Carries the Day in 1st Half
Kevin Coleman Posted On July 28, 2026

Rexel Market Update

Rexel opened the second half of 2026 with a clear message: North America—especially the U.S.—is the company’s growth engine, even as tariffs, commodity inflation, and macro uncertainty pressure margins and demand across the broader distribution landscape. Some key highlights from their […]


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Customer Segments  / Supplier / Products
Rockwell – Growth from Data Centers, Automotive, Industrials and PetroChem
Kevin Coleman Posted On May 17, 2026

Rockwell Q1 2026 Results - ElectricalTrends

Rockwell Automation announced fiscal 2Q 2026 results on May 5 and sales were up 12%, organic sales increased 9%, to $2.239 billion.  Management explicitly cited improving demand across warehouse automation, data centers, semiconductors, and energy.  Rockwell’s enterprise operating margin rose […]


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More Insights  / Supplier / Products
Atkore – Sales Turn Positive, Some Litigation Issues Settled, Sold Two Businesses, What Emerges?
Kevin Coleman Posted On May 11, 2026

Atkore

Atkore announced its Q1 2026 results on May 5.  There sales were $731 million, an increase of 11%.  However, gross margin fell sharply to 18.6% from 26.4% a year ago, and adjusted EBITDA declined year over year to $81.1 million from $116.4 million. Organic volume increased 5% […]


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