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Industrials
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Steps to fasten the progress: The company achieved near-record order volume within its speciality sector, reaching close to its production capacity. This success reflects strong market acceptance, particularly in fleets with increasingly electronic vehicles.
PACCAR Parts achieved record revenue and profits in 2023. Their annual revenue grew 11% to $6.4bn, and pretax profit increased by 18% to $1.7bn. Parts gross margins also improved, reaching 31.9% compared to 30.4% the previous year.
Ford’s global hybrid sales surged 20% last year and are projected to grow another 40% this year. The company boasts the number one and two best-selling hybrid trucks in the US, with the Maverick leading the pack.
Adoption of the NEM 3.0 program has been slow, and growth remains sluggish in other parts of the country, especially in regions with lower electricity prices. Sales of the company’s residential products in the U.S. experienced an overall decline of 8% in the fourth quarter.
Enphase Energy shipped about 913,000 microinverters in Q4 from their contract manufacturing facilities in the US. In December, they announced the closure of their Romanian and Wisconsin contract manufacturing locations.
The semiconductor market grapples with a global chip shortage and the U.S – China trade tensions. Factors like COVID-19, the Ukraine conflict, and surging demand have strained chip supply. However, this shortage is expected to gradually ease.
The company recently brought four new flat rolled coating lines into operation, boosting their capacity for higher-margin value – added products by an additional 1mn tons.
The company announced the acquisition of Carrier’s Global Access Solution business for nearly $5bn in the fourth quarter. This acquisition positions the company as a leader in security solutions for the digital age and aligns with their strategic framework for mergers and acquisitions.
Caterpillar anticipates mixed performance across regions in 2024. A slowdown in Asia Pacific (excluding China) and continued weakness in China, particularly for larger excavators is expected.
NextEra Energy- Despite strong operational and financial performance, NextEra Energy acknowledges some challenges. The company faced headwinds from inflation and interest rates, contributing to the underperformance of its share price.
Siemens AG – In collaboration with Ford, a standardized and scalable SIMATIC Automation Workstation has been jointly developed. This workstation integrates OT installations for manufacturing automation with IT functionality, including centralized software deployment.
In the digital era, Electronic Arts, known for blockbuster titles such as Need for Speed and The Sims, has discovered a successful strategy.