多行业热度图：2025 年上半年迄今-Multi-Industry Heatmap_ 2Q25 so far

21 July 2025 | 4:34AM BST Multi-Industry Heatmap: 2Q25 so far Our Heatmap tracks sequential earnings acceleration/deceleration across various end markets. By the end of the first week of 2Q25 reporting season, c.27% of our coverage and c.10% of our globally tracked companies had reported. It has so far been a mixed earnings season for our coverage. While most companies have reported a beat on sales, margins and Adj.EBITA, c.50% of our covered companies have disappointed on orders and FCF. The electrical nam ...