Earnings season continued and since we’ve covered lighting, switchgear but only a couple of infrastructure companies, we thought we’d touch on a few more: ABB (T&B) From the earnings call with a focus on ABB Electrification, T&B and the US […]
As earning season continues we continue to review analyst calls. Some interesting, some blase, but … And this time we have input from the distribution equipment / controls space – Schneider Electric, Eaton and news from Emerson. Emerson The blockbuster […]
Hubbell and Pentair (Hoffman / Erico) released their Q3 earnings reports this week. Overall they show slow growth with most of that growth non-resi and leaning towards industrial. Hubbell’s performance appears to be somewhat constrained due to Hubbell Lighting whereas […]
Continuing our Q3 earnings observations, next up is Grainger which is a traditionally a good barometer for the industrial MRO space and lately has been a case study in value proposition, price and fear of Amazon Business. From the earnings […]
The post, GE and ABB – A Done Deal Yet? Almost, was written Sunday night before my early morning departure to head to the AD North American Meeting. Now we have confirmation of a deal … ABB has purchased GE […]
On Monday we shared manufacturer Q2 performance and rest of year outlook from Littelfuse, Encore Wire, Schneider Electric and Pentair. Today we’re going to review the quarterly reports from GE, Eaton, Emerson, ABB and Hubbell (with the focus solely on […]
Last week we reviewed the Q2 performance updates of publicly held electrical distributors as well as other national organizations that share their performance. This week we’ll review some of the Q2 manufacturer performance reports (and the list of companies is […]
Distributors have been seeking opportunities to generate, or increase, their service revenue. While traditionally a complementary service for industrially-oriented distributors, construction-oriented distributors are also seeing opportunities. Some distributors have defined revenue goals, others look at this opportunistically (or give the […]
At this week’s Rockwell Automation TechLED Rockwell announced a new partnership with Manpower to train (“upskill”) 1,000 veterans per year. The new initiative, reported by Control magazine, is designed to help address the expected shortage in skilled automation staff that […]
Q1 reporting is starting for many manufacturers and publicly held distributors in the electrical space. Over the next week we’ll share overviews and insights but today we’ll start with WESCO‘s Q1 report. WESCO was pleased that it beat its earnings […]
David Gordon
Channel Marketing Group
919-488-8635
