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SUPPLY CHAINS TO ADMIRE | 2025
Diversified Industries
Diversified industries are discrete conglomerates. In the 2025 analysis, Hubbell and Rockwell Automation make the Winner's Circle in the diversified industrial sector. Prior winners include Ametek and Honeywell. Schneider Electric misses the mark on ROCE. Chasing lower labor costs, dependent on outsourced manufacturing, and building global sourcing relationships, the diversified industry is challenged by short supply and the bullwhip effect of downstream markets. Over the past ten years, the industry has seen a decline in growth and experienced declining margins and inventory turns. .
Table 23. Diversified Sector Evaluation for the Period of 2015-2024
INDUSTRY: Diversified Industries
COMPANY INFORMATION
IMPROVEMENT
PERFORMANCE
VALUE
MARKET CAPITALIZIATION PER EMPLOYEE
RETURN ON CAPITAL EMPLOYED
GROWTH (Year Over Year Revenue)
SUPPLY CHAIN FUNDAMENTAL SCORE
PRICE TO BOOK
INVENTORY TURNS
OPERATING MARGIN
SUPPLY CHAIN INDEX
2024 REVENUE
NAME
2015 - 2024
3M Co
$ 24,575
3
21
-2.1%
3.91
13.3%
16.8%
8.67
113,244
ABB LTD
$ 32,850
5
6
-1.1%
4.13
9.9%
13.3%
4.32
522,161
AMETEK Inc
$ 6,941
4
23
6.0%
4.81
23.2%
14.3%
4.28
1,350,432
Avery Dennison Corp
$ 8,756
4
12
3.6%
7.45
11.4%
19.1%
7.75
372,011
Dover Corp
$ 7,746
5
11
0.4%
4.89
14.1%
14.5%
4.13
670,117
Eaton
$ 24,878
5
9
1.4%
4.94
13.5%
11.0%
3.34
601,772
Emerson Electric
$ 17,492
3
16
0.6%
5.12
17.2%
15.8%
4.63
538,817
Enerpack Tool Co
$ 590
4
2
-6.5%
4.28
10.9%
4.5%
3.67
495,544
Fanuc Corp
$ 5,511
3
24
4.3%
2.35
26.4%
12.0%
2.77
4,254,177
Flowserve Corp
$ 4,558
5
19
-0.3%
3.53
7.4%
8.3%
3.09
323,630
Fortive Corp
$ 6,232
2
22
1.0%
4.70
16.8%
10.4%
3.09
1,020,683
Generac Holdings
$ 4,296
3
26
12.6%
2.49
15.4%
15.6%
5.74
1,056,826
General Electric Co
$ 38,702
2
15
-8.3%
3.32
8.0%
1.9%
2.69
719,737
Hillenbrand Inc
$ 3,183
2
17
7.5%
5.21
11.2%
9.5%
2.82
299,651
Honeywell
$ 38,498
4
28
-0.3%
5.14
17.6%
18.3%
6.61
1,126,824
Hubbell Inc
$ 5,629
6
7
5.8%
4.48
14.7%
16.0%
4.70
593,441
Ingersoll-Rand PLC
$ 7,235
4
3
14.8%
3.29
12.6%
4.9%
2.58
1,027,483
Legrand SA
$ 9,361
5
19
4.9%
3.32
18.5%
13.4%
2.86
473,165
MDU Resources Group Inc
$ 1,758
5
1
-5.5%
17.12
10.4%
6.1%
0.80
342,760
Morgan Advanced Materials
$ 1,407
4
24
-0.5%
1.59
11.4%
15.2%
1.99
77,145
MSC Industrial Direct Co Inc
$ 3,821
4
27
3.4%
3.33
12.2%
21.9%
3.61
656,176
Parker Hannifin
$ 19,930
3
8
4.6%
5.74
14.5%
14.4%
4.48
534,826
Rockwell Automation Inc
$ 8,264
5
9
2.6%
5.65
17.9%
22.8%
13.64 986,048
Schneider Electric
$ 41,295
4
18
2.6%
4.56
13.4%
9.2%
2.76
453,039
Siemens AG
$ 82,366
4
5
-0.6%
4.16
9.6%
9.8%
2.27
310,840
Toshiba
$ 3,799
4
14
-2.5%
6.35
2.9%
2.2%
0.38
5,738
Trinity Industries Inc
$ 3,079
4
12
-2.1%
4.01
12.1%
5.2%
1.75
299,900
Valmont Industries Inc
$ 4,075
6
4
3.3%
4.85
9.3%
12.0%
3.33
387,212
MEAN WITH OUTLIERS
$ 14,887
4
1.8%
4.81
13%
12.1%
4.03
700,479
MEAN WITHOUT OUTLIERS
1.8%
4.36
13%
12.1%
3.67
568,860
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