Electrical equipment & parts
16 companies · $145B combined revenue · $7.6B operating profit
The typical US-listed electrical equipment & parts company grew revenue 8.1% and earnings -11% in its latest year, at a 12.5% operating margin, and 4 of 15 earn a return on capital above 15%. Figures from each company's latest annual filing with the SEC, refreshed daily.
Growth engines: the 4 Cylinders
All four working: 0% of companiesA 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 more31%
- Operating leverage · Operating income growing faster than a growing revenue57%
- Margin expansion · Operating margin up 1 point or more40%
- Debt reduction · Debt down 5% or more, or net cash43%
Combined revenue · 15 companies reporting in US dollars
Combined operating margin
All 16 companies
| Median | – | 8.1% | -11% | 12.5% | 9.1% | 0.46x |
| GEGeneral Electric | $45.9B | 18.5%▲ | 32.8%▲ | – | – | 1.19x▼ |
| GEVGE Vernova | $38.1B | 9%▲ | 215%▲ | 3.6%▼ | 6.3%▼ | 0.03x▲ |
| EMREmerson Electric | $18.0B | 3%▼ | 16.5%▲ | 16.3%▲ | 9.1% | 0.44x▲ |
| BEBloom Energy | $2.0B | 38.9%▲ | – | 3.6%▼ | 1.9%▼ | 3.41x▼ |
| OTISOtis Worldwide | $14.4B | 1.2%▼ | -15.9%▼ | 14.8%▲ | 71.2%▲ | – |
| WWDWoodward | $3.6B | 7.3%▼ | 18.5%▲ | 15.9%▲ | 15.2%▲ | 0.23x▲ |
| GNRCGenerac | $4.2B | -2%▼ | -49.6%▼ | 6.9%▼ | 6.6%▼ | 0.46x |
| FPSForgent Power Solutions | $1.4B | 88.5%▲ | 439%▲ | 12.9%▲ | 10.7%▲ | 1.03x▼ |
| LFUSLittelfuse | $2.4B | 8.9%▲ | -172%▼ | 1.6%▼ | 1.1%▼ | 0.33x▲ |
| AYIAcuity Inc. (DE) | $4.3B | 13.1%▲ | -6.2%▲ | 13%▲ | 14.4%▲ | 0.33x▲ |
| CAECAE | CAD 4.9B | 4.4%▼ | -22.2%▼ | 12.5% | 7%▼ | 0.61x▼ |
| ENSEnerSys | $3.8B | 3.7%▼ | -19.3%▼ | 11.4%▼ | 13.3%▲ | 0.58x▼ |
| POWLPowell Industries | $1.1B | 9.1%▲ | 20.6%▲ | 19.7%▲ | 32.9%▲ | – |
| FELEFranklin Electric | $2.1B | 5.4%▼ | -18.4%▼ | 12.6%▲ | 16.8%▲ | 0.13x▲ |
| ATKRAtkore | $2.9B | -11%▼ | -103%▼ | 0.8%▼ | 1%▼ | 0.54x▼ |
| PLUGPLUG Power | $710M | 12.9%▲ | – | -207%▼ | -74%▼ | – |
▲ 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).