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 […]
Lots of conversations regarding AI for distribution. Lots of application-specific initiatives, which is an approach. There are some more “comprehensive” systems, which is a different approach. What the right solution is is a company-specific conversation based upon goals, however, the […]
We’ve shared that lighting is a significant segment in the electrical distribution industry. Typically, it is 15% of a distributor’s business. More so if they are in the commercial construction segment and in a metropolitan area (and yes, the percentage […]
We jokingly say that there was a demarcation of business in 2020. There is BC and AC. Before Covid and After Covid. This Black Swan event changed many things. In the case of the electrical industry, it was the harbinger […]
Acuity shared their FY 2026 Q1 (really, 2025 CY Q4) results and their lighting business’ (ABL – Acuity Brands Lighting) performance was in line with our Q4 2025 Pulse of Lighting report findings … and we have no idea if […]
The distributor acquisition market has been slow this year. Coming into this year, since 2021, the start of COVID, there had been about 130 distributors acquired, or a little more than 30 per year. This year … a few in […]
While the electrical market is the poster-child for the phrase “every market is a local market”, it helps to have a macro frame of reference to guide you in what to look for. In the housing industry, there are two […]
Can you go through a day without hearing the word “datacenter” or “new industrial opportunity / facility?” And then, shortly thereafter you hear about future power needs. A few years ago, we heard how EV’s were going to drive electrification […]
David Gordon
Channel Marketing Group
919-488-8635
