Earnings And Market CyclesCertain end markets, particularly Vehicle, have some underlying cyclicality that could dampen earnings.
Growth ExpectationsTTM order growth within Electrical Americas accelerated quarter over quarter to +11% in 2Q vs. +8% in 1Q, but given investor expectations were likely closer to high-teens growth, this is likely to be viewed as somewhat disappointing.
Management And ExecutionManagement change could increase execution risk and lead to increased stock uncertainty.