Recently I saw two news stories that got me wondering. The first was New York State’s moratorium on data center construction. The second was a county here in North Carolina that also implemented a moratorium, and the newscast went on […]
The data center market seemingly changes on a daily basis. There are new data center construction announcements. The hyperscalers announce new partnerships. There is new technology designed to support the latest platforms and unleash more capabilities. And there is a […]
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 […]
At the end of the year, Neil Ashe, CEO of Acuity, described the 4th quarter (their first quarter) lighting business as “tepid”, and our 2025 Q4 Pulse of Lighting report affirmed, and shared a 2026 Outlook If the definition of […]
Distributor acquisitions. We got accustomed to them from 2021-2025 with over 125 electrical distributors acquired. Last year was a quiet year, ending with Inline acquiring three branch Knoxville-based Customer Service Electric Supply. It seems that the industry’s acquisition engine is […]
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 […]
