ELECTRONICS & ELECTRICAL INDUSTRY UPDATE - Q4 2025
- 4 days ago
- 1 min read
TRENDS & NEWS IMPACTING THE ELECTRONICS & ELECTRICAL INDUSTRY
Key Takeaways
Deal activity within the industry was higher with 145 deals in Q4 2025 versus 117 in Q3 of 2025
Private equity interest in M&A was down (11 deals announced in Q4 of 2025 versus 12 deals announced in Q3 of 2025)
Publicly traded valuation multiples were mixed
Financial performance was generally higher in Q4. Sales were up across all sectors and margins were generally higher
Capital spending was mixed with EMS up nearly 12% and Distributors and Diversified down 3.9% and 3.6%, respectively
Balance sheets remain healthy
National Electrical Manufacturers Association monthly survey for January had a business confidence index of 56 (down from 58 in October). The outlook for the next six months is 61 (greater than 50 equals expansion)
Strategic buyers continue to have ample dry powder for further acquisitions
Download the report here