Consumer electronics

4 companies · $2.4B combined revenue · $104M operating profit

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The typical US-listed consumer electronics company grew revenue 5.4% and earnings -46.1% in its latest year, at a 11.7% operating margin, and 0 of 3 earn a return on capital above 15%. Figures from each company's latest annual filing with the SEC, refreshed daily.

5.4%Median revenue growth
-46.1%Median earnings growth
5.9%Median revenue growth, 3 yrs
–Median earnings growth, 3 yrs
11.7%Median operating margin
7.4%Median ROCE
Fastest revenue growthIMAX IMAX16.5%Fastest earnings growthIMAX IMAX33.8%Highest ROCESony SONY13.6%Biggest margin gainIMAX IMAX+8.1 pts

Growth engines: the 4 Cylinders

All four working: 0% of companies

A company's earnings per share can grow in only four ways: more sales, profits growing faster than sales (operating leverage), wider margins, and less debt. Each bar is the share of companies where that engine worked in their latest year.

  • Sales growth · Revenue up 10% or more25%
  • Operating leverage · Operating income growing faster than a growing revenue100%
  • Margin expansion · Operating margin up 1 point or more50%
  • Debt reduction · Debt down 5% or more, or net cash100%

Combined revenue · 3 companies reporting in US dollars

Revenue
$0$1B$2B$3BFY21FY22FY23FY24FY25

Combined operating margin

Operating margin
0%2.5%5%7.5%10%FY21FY22FY23FY24FY25

All 4 companies

Median–5.4%-46.1%11.7%7.4%0.13x
SONYSonyJPY 12.48T3.7%▼-126%▼11.6%▼13.6%▲0.11x▲
KNKnowles$593M7.2%▲–11.9%▲7.4%0.15x▼
IMAXIMAX$410M16.5%▲33.8%▲20.5%▲––
SONOSonos$1.4B-4.9%▼–-3.5%▼-10.7%▼–

▲ better than the median, ▼ worse. n/a: the ratio doesn't apply to that kind of business (e.g. a bank's operating margin). Sort by any column. Figures from each company's latest 10-K (or 20-F/40-F).