2026 EE/MI Data Book

Research evidence excerpt

2026 EE/MI Data Book

Electrical Equipment & Multi-Industry

Distributors - Market Underweight

Industrial Technology - Market Weight

Multi-Industry - Market Weight

2026 EE/MI Data Book June 5, 2026

Seeing the Wood Through the Trees

The Wolfe Byte

We present our 2026 update for the Data Book, benchmarking our Multi-Industry

coverage across 49 different metrics over the last 15 years. We do this is to Nigel Coe, CPA; CFA

illuminate structural trends across the coverage – details that are often times ncoe@wolferesearch.com

obscured in the day-to-day analysis. (646) 582-9259 View Nigel’s Research

View Comp Table

We have published the latest edition or our Annual Data Book in chart book format, Brad Hewitt

updated for FY25 actual results and FY26 estimates. This is a product that lays out bhewitt@wolferesearch.com(646) 582-9256

~50 KPIs for our entire coverage across revenue, profitability, earnings growth &

quality, capital efficiency, cash return, and leverage categories, covering the past 15 Williamwvranka@wolferesearch.comVranka

years. (646) 582-9258

The idea is to highlight some of the major trends for the US industrial sector and Aidanaharmon@wolferesearch.comHarmon

how company performance is evolving over time. This is an important tool when we

think about the rates of positive and negative change for stocks such as TT, PH, ETN, Elijahemuller@wolferesearch.comMuller

MMM, SWK & ROK over the years. Here are 3 key trends that we have identified:

●Organic sales growth of ~5% this year would mark the 4th best year in

the post-GFC period and compares to the 7Y average of ~3%. However, the

divergence has never been higher with 3 AI stocks (FPS, VRT, NVT) tracking

>20%. All stocks are expected to grow this year for the first time since 2018.