SUPPLY CHAINS TO ADMIRE // 2022
37
Diversified Industries Diversified industries are discrete conglomerates. In 2022, Ametek and Hubbell make the Winner’s Circle in the diversified industrial sector. Prior winners include Honeywell and Rockwell Automation. Schneider Electric is driving substantial improvement and is poised to be a future Supply Chain Leader. Chasing the lower cost of labor, dependent on outsourced manufacturing, and building global sourcing relationships, Industry Margins fell 20%, and Inventory Turns declined 15% from 2012-2021.
Table 23. Diversified Sector Evaluation for the Period of 2012-2021
INDUSTRY: Diversified Industries
COMPANY INFORMATION
IMPROVEMENT
PERFORMANCE
VALUE
NAME
2021 REVENUE
SUPPLY CHAIN INDEX
GROWTH (Year Over Year Revenue)
INVENTORY TURNS
OPERATING MARGIN
RETURN ON INVESTED CAPITAL
PRICE TO BOOK
MARKET CAPITALIZATION
2012 - 2021
3M Co
$35,355
12
1.9%
4.12
22.0%
20.2% 8.13
101,477
ABB LTD
$28,945
9
-1.9%
4.59
9.0%
11.8% 3.42
52,118
AMETEK Inc
$5,547
15
6.8%
5.17
22.3%
11.5% 4.10
17,553
Avery Dennison Corp
$8,408
2
3.9%
8.27
9.9%
12.6% 6.58
8,450
Dover Corp
$7,907
15
1.2%
5.32
14.1%
11.2% 3.78
14,292
Eaton
$19,628
5
2.8%
5.56
11.5%
8.2%
2.31
36,744
Emerson Electric
$18,236
4
-2.1%
6.03
17.6%
13.8% 4.75
42,828
Enerpack Tool Co
$529
11
-5.7%
4.54
11.0%
-1.7%
2.77
1,627
Fanuc Corp
$5,200
24
2.9%
2.85
31.4%
11.0% 2.97
36,380
Flowserve Corp
$3,541
25
-2.2%
3.41
9.6%
8.0%
3.55
6,335
Fortive Corp
$5,255
7
0.2%
3.53
17.2%
11.9% 2.34
12,824
Generac Holdings
$3,737
19
18.2%
2.72
18.2%
11.7% 7.15
6,319
General Electric Co
$74,196
27
-5.8%
4.15
11.8%
-1.3%
2.51
183,950
Hillenbrand Inc
$2,865
12
13.9%
6.15
11.7%
8.1%
3.14
2,419
Honeywell
$34,392
6
-0.4%
6.01
15.8%
14.7% 5.47
98,995
Hubbell Inc
$4,194
18
4.3%
4.80
14.1%
11.3% 3.48
6,578
Ingersoll-Rand PLC
$5,152
1
11.1%
1.50
8.6%
1.6%
1.66
6,253
Legrand SA
$8,275
26
3.8%
3.44
18.8%
10.0% 2.45
12,961
MDU Resources Group Inc
$5,681
3
3.6%
13.54
9.1%
3.5%
1.87
5,098
Morgan Advanced Materials
$1,308
22
-2.7%
1.83
11.4%
9.4%
2.13
581
MSC Industrial Direct Co Inc
$3,243
28
5.0%
3.33
13.3%
15.1% 3.72
4,697
Parker Hannifin
$14,348
8
1.8%
6.59
12.6%
11.6% 3.73
23,036
Rockwell Automation Inc
$6,997
14
1.7%
6.31
17.9%
22.9% 12.40
21,040
Schneider Electric
$34,200
21
1.3%
5.14
14.3%
7.2%
2.19
53,090
Siemens AG
$74,413
10
-2.1%
3.80
8.5%
8.1%
2.32
104,342
Toshiba
$28,813
20
-8.8%
5.61
1.8%
3.5%
1.54
14,479
Trinity Industries Inc
$1,516
22
-2.0%
4.16
13.6%
5.3%
1.48
3,584
Valmont Industries Inc
$3,502
15
3.3%
5.29
9.8%
8.4%
2.93
3,477
MEAN WITH OUTLIERS
$15,186
1.9%
4.92
13.8%
9.6%
3.75
31,483
MEAN WITHOUT OUTLIERS
1.9%
4.60
13.8%
9.6%
3.43
25,836
Made with FlippingBook - professional solution for displaying marketing and sales documents online