Supply Chains to Admire 2025 - v1.0

35 SUPPLY CHAINS TO ADMIRE | 2025

35

B2B Technology For 2025, Apple places in the Winner's Circle for the thirteenth year. New to the Winner’s Circle are Lenovo, LG, and Nintendo. Sourcing and contract manufacturing relationships tied to new product launch programs drove supply chain success in this industry. However, margins fell as companies struggled to stabilize revenues in a turbulent market

Table 20. B2B Technology Sector Evaluation for the Period of 2015-2024

INDUSTRY: B2B Technology

COMPANY INFORMATION

IMPROVEMENT

PERFORMANCE

VALUE

MARKET CAPITALIZIATION PER EMPLOYEE

PRICE TO BOOK

RETURN ON CAPITAL EMPLOYED

GROWTH (Year Over Year Revenue)

SUPPLY CHAIN FUNDAMENTAL SCORE

INVENTORY TURNS

OPERATING MARGIN

SUPPLY CHAIN INDEX

2024 REVENUE

NAME

2015 - 2024

Alps Electric Co Ltd

$ 6,681

4

25

0.1%

6.34

4.9%

8.6%

1.35 79,769

Ambarella

$ 226

2

26

6.9%

4.10

-8.8%

-0.2%

5.73 3,054,269

Apple Inc

$ 391,035

4

6

8.6%

41.31

28.2%

40.6%

25.59 11,252,969

Bang & Olufsen A/S

$ 376

4

16

1.3%

3.25

-5.9%

-7.5%

3.28 306,206

Eastman Kodak Co

$ 1,043

5

20

-6.2%

4.58

-1.7%

-1.1%

2.51 77,198

EnerSys manufactures

$ 3,582

4

22

4.0%

4.40

9.7%

10.7%

2.41 293,211

GoPro Inc

$ 801

2

10

-3.9%

4.75

-5.9%

-12.8% 2.65 978,551

Hewlett Packard Enterprise Co

$ 30,127

5

3

-4.6%

4.72

7.8%

5.7%

0.94 269,224

JVC Kenwood Corp

$ 2,491

6

12

-2.1%

4.77

2.7%

5.5%

0.37 10,512

Lenovo Group

$ 56,864

4

7

4.6%

10.30

2.6%

14.6%

2.54 170,245

LG Display Co Ltd

$ 19,515

2

9

-1.3%

8.20

0.0%

-0.4%

0.68 120,541

LG Electronics

$ 64,324

4

4

2.0%

7.21

4.2%

8.3%

NA

NA

Logitech International

$ 4,298

4

19

10.0%

5.48

11.4%

24.7%

5.69 1,087,146

LSI Industries

$ 470

4

14

5.4%

5.17

3.5%

4.8%

1.68 167,092

NCR Voyix Corp

$ 191,593

4

7

-7.1%

4.58

3.7%

3.0%

2.81 87,750

Nintendo Co Ltd

$ 11,586

4

2

12.0%

5.70

21.6%

18.9%

3.23 6,760,928

Samsung

$ 220,604

4

13

2.0%

2.99

14.8%

14.6%

0.00 0

Seagate

$ 6,551

3

23

-6.1%

7.04

10.8%

19.6%

10.04 367,180

Seiko Epson Corp

$ 9,106

6

10

-0.9%

2.84

6.8%

10.9%

0.84 45,686

Sharp Corp

$ 16,091

3

14

-5.2%

8.04

0.9%

-12.3% 2.81 163,655

Sony Corp

$ 90,232

6

1

1.8%

7.79

8.3%

4.5%

2.09 673,940

Super Micro Computer Inc

$ 14,989

4

5

29.4%

3.41

5.2%

17.4%

2.32 1,444,043

Truly International Holdings Limited

$ 2,094

4

18

-2.0%

5.97

5.5%

9.3%

0.42 42,841

Universal Electronics Inc

$ 395

4

17

-3.6%

3.16

1.2%

2.8%

1.68 126,190

Western Digital Corp.

$ 13,003

2

21

0.5%

4.29

6.5%

4.6%

1.59 279,949

Xerox

$ 6,221

4

24

-6.6%

6.75

7.6%

0.9%

0.92 147,193

MEAN WITH OUTLIERS

$ 44,781

4

1.5%

6.81

5.6%

7.5%

3.37 1,120,251

MEAN WITHOUT OUTLIERS

0.4%

5.43

0.0%

7.5%

2.00 301,657

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