Company Performances | Industrial Machinery & Components
The overall subindustry performed well , but total shareholder return ( TSR ) performances were unstable on a company level — 11 companies ( 13 % of the analysed companies ) were able to achieve top performance in both periods .
PERFORMANCE CLUSTER MOVEMENTS WITHIN INDUSTRIAL MACHINERY & COMPONENTS
Clusters 2016 – 2019 11 “ champions ” ( 13 % of top performers Clusters 2019 – 2021 in the first period ) managed to be on top n = 87 TSR Ø + 17 % n = 87 TSR Ø + 24 % in both time periods .
TOP PERFORMERS ( Top 25 %)
n = 22 TSR Ø + 38 %
11 ( 50 %) 6 ( 14 %)
5 ( 23 %)
TOP PERFORMERS ( Top 25 %)
n = 22 TSR Ø + 47 %
AVERAGE PERFORMANCE ( Middle 50 %)
n = 43 TSR Ø + 11 %
9 ( 41 %)
22 ( 51 %) 12 ( 55 %)
AVERAGE PERFORMANCE ( Middle 50 %)
n = 43 TSR Ø + 22 %
LOW PERFORMERS ( Bottom 25 %)
n = 22 TSR Ø -9%
2 ( 9 %) 15 ( 35 %) 5 ( 23 %)
LOW PERFORMERS ( Bottom 25 %)
n = 22 TSR Ø + 4 %
Note : TSR CAGRs : Averages are weighted by market cap . Source : Capital IQ , goetzpartners analysis
10