Electricals & Electronics - Quarterly Executive Briefing 2Q 2020
ABOUT THIS REPORT
Electricals & Electronics companies saw a marginal decline in their Q2 2020 sales due to increasing demand from cloud services and communications equipment amid Covid-19.
The Q2 2020 Electricals & Electronics Quarterly Executive Briefing Report covers the financial performance of eight leading Electricals & Electronics companies based in the US, and the various measures they have implemented to reduce the impact of Covid-19 on their business. The report also provides
- Macroeconomic trends
- Major trends in the electrical & electronics industry
- An analysis of the impact of Covid-19 on major global electrical & electronics markets and end industries
Electrical & Electronics companies covered in this report include
- Jabil, Avnet, TE Connectivity, Amphenol, Sanmina Corporation, Hubbell, TTM Technologies, Belden
WHO SHOULD BUY THIS REPORT, AND WHY
- Top management of electrical & electronics businesses, and heads of business units: Benchmark your company against your peers in the industry
- Vendors supplying into the electrical & electronics industry: Establish how leading companies in the industry are performing amidst the pandemic
- Private equity firms, strategy consulting firms: Insights into the performance of the sector, and leading businesses in the industry
- 1. Macroeconomic trends
- • Quarterly real GDP growth trend across key countries
- • Monthly change in PMI in key manufacturing countries
- • Monthly growth in new orders of U.S. electrical products
- • Quarterly growth in new orders of electronics equipment across key countries
- 2. Global competitor performance (2Q20)
- • Sales growth of eight large electricals & electronics companies and associated reasons
- • Regional sales performance
- • Changes in EBITDA margins
- • Covid-19 driven cost-reduction measures
- 3. Headwinds & Tailwinds
- • Monthly growth in Automotive sales in the US, Europe and China
- • Monthly growth in global aircrafts deliveries
- • Quarterly growth in global electric consumption
- • Quarterly medical electronics growth in the US
- • Quarterly communications equipment growth in US
- • Quarterly worldwide cloud infrastructure services spend
- 4. Management Outlook
- • Guidance and expectations for the year ahead
- 5. Raw Data (in an excel spreadsheet)
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