Supply Chains to Admire 2025 - v1.0

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SUPPLY CHAINS TO ADMIRE | 2025

Discrete Industry Overview Peer groups within the discrete industry are configure-to-order, make-to-order, or assemble-to-order manufacturing-centric businesses. The focus is on assembly and material management, while discussions focus on work-in-process inventories and backorder management. These industries have a strong dependency on outsourced manufacturing, buoying ROIC. In these industries, historically, supply chain leadership focused on sourcing excellence. Table 15 shows the cut-off for each sector for the Supply Chain Index and details of progress in the discrete industries.

Table 15. Overview of the Discrete Industry for the Period of 2015-2024

FUNDAMENTAL SCORE

PRICE TO BOOK VALUE

INVENTORY TURNS

OPERATING MARGIN

RETURN ON INVESTED CAPITAL

AVERAGE REVENUE (M$)

YEAR- OVER-YEAR GROWTH

NUMBER OF COMPANIES

DISCRETE

AVERAGE FOR 2015-2024

Aerospace & Defense

25

$ 21,499

4.2%

4.03

8.0%

9.7%

4

2.37

Apparel

28

$ 11,876

4.7%

2.65

9.8%

14.3%

4

4.26

Automotive Aftermarket

33

$ 12,498

3.8%

6.82

9.7%

10.9%

4

2.11

Automotive

18

$ 111,838

2.3%

6.66

5.9%

9.2%

4

1.08

B2B Technologies

26

$ 44,781

0.4%

5.43

0.0%

7.5%

4

2.00

Consumer Durables

18

$ 13,959

1.6%

4.24

15.9%

10.1%

4

2.57

Contract Manufacturing

8

$ 9,618

3.9%

4.86

4.4%

8.2%

4

1.60

Diversified Industries

28

$ 14,887

1.8%

4.36

13.4%

12.1%

4

3.67

Furniture

14

$ 1,982

3.0%

5.98

6.2%

9%

4

2.11

Medical Device

26

$ 9,067

6.5%

2.36

18.2%

12.4%

4

4.16

Semiconductor

29

$ 17,800

8.9%

4.09

16.7%

13.6%

4

4.32

Telecommunications

18

$ 23,213

4.7%

9.26

11.6%

9.9%

4

2.17

Tires

4

$ 20,081

0.2%

6.95

7.7%

7.4%

4

1.30

Trucks and Heavy Equipment

18

$ 25,566

4.2%

3.35

8.8%

11.3%

4

1.90

Averages

$ 24,190

3.6%

5.07

9.7%

10.4%

4

2.54

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