MULTI-INDUSTRIALS SECTOR UPDATE - Q2 2025
- Kevin Marsh
- Aug 18
- 1 min read
TRENDS & NEWS IMPACTING THE MULTI-INDUSTRIALS SECTOR
Key Takeaways
Deal activity picked up modestly compared to the same quarter last year but still relatively subdued. Environment for more and larger deals improving materially
Private equity interest in M&A was consistent with the same quarter last year but planning around portfolio company exits ramping up
Publicly traded valuation multiples remain strong due to the supporting backlogs and a favorable long-term outlook, tempered slightly by supply chain constraints and tariff uncertainty
Publicly traded equity performance was strong across the board with Electrical Equipment and Systems the best performer benefitting from data center tailwinds
Financial performance showed continued strength with revenue and EBITDA growth reported in all segments versus the same quarter prior year with Electrical Equipment and Systems leading the way.