Supply Chains to Admire 2025 - v1.0

41 SUPPLY CHAINS TO ADMIRE | 2025

41

Telecommunications

For the fifth consecutive year, the Supply Chains to Admire analysis has not named winners in the telecommunications sector for 2025. With intense market pressure, short lifecycles, and sourcing cost increases, the industry used supply chain practices to improve resilience; margins were flat while inventory turns declined.

Table 26. Telecommunications Sector Evaluation for the Period of 2015-2024

INDUSTRY: Telecommunications

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

Adtran

$ 923

2

18

6.7%

2.72

-4.2%

-5.0%

2.08 412,385

Avnet

$ 23,757

5

7

-0.1%

5.24

3.2%

8.3%

1.00 282,276

Belden

$ 2,461

3

6

1.4%

5.23

10.5%

8.8%

2.52 369,240

Cisco Systems Inc

$ 53,803

5

8

1.4%

10.63

26.4%

17.9%

4.38 2,436,708

DELL

$ 88,425

5

1

5.8%

12.77

1.4%

4.4%

2.63 131,701

EchoStar Group

$ 15,826

3

12

88.7%

24.32

8.0%

8.6%

0.72 1,013,745

Ericsson

$ 23,510

4

16

-3.2%

4.79

5.0%

4.1%

2.45 269,353

Fabrinet

$ 2,883

5

15

16.2%

4.68

7.9%

14.7%

2.95 231,483

Juniper Networks

$ 5,074

4

5

1.1%

11.03

12.4%

8.2%

2.18 1,197,681

Motorola Solutions

$ 10,817

4

11

6.5%

8.20

20.5%

21.8%

20.99 1,795,570

Nokia Oyj

$ 20,803

2

17

5.5%

5.32

5.6%

4.3%

1.47 301,553

Rogers Communications Inc

$ 15,031

4

10

3.0%

20.28

23.1%

10.2%

2.28 762,447

Skyworth Digital Holdings Ltd

$ 9,061

4

3

7.1%

3.57

3.9%

11.2%

0.15 5,779

TELUS Corp

$ 20,139

6

9

5.4%

15.06

16.5%

8.5%

2.65 423,969

T-Mobile US Inc

$ 81,400

5

2

11.5%

15.50

12.3%

6.7%

2.59 1,803,734

Ubiquiti Networks

$ 1,928

3

14

13.9%

4.09

32.5%

62.1%

48.46 9,210,559

Vodafone Group PLC

$ 39,857

3

4

-4.2%

46.40

13.2%

4.0%

0.68 556,924

Vtech

$ 2,146

5

13

1.4%

4.01

9.8%

31.4%

3.97 93,872

MEAN WITH OUTLIERS

$ 23,213

4

9.3%

11.33

11.6%

12.8%

5.79 1,183,277

MEAN WITHOUT OUTLIERS

4.7%

9.26

11.6%

9.9%

2.17 711,084

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