EMS Industry Quarterly Review Q2 2024

The EMS Quarterly Review for Q2 2024 highlights the industry's momentum with a focus on margin performance, deal activity, and stock trends. Despite mixed stock performance relative to the S&P 500, the EMS sector shows improved financial profiles, particularly in margins. The report discusses adaptive supply chain strategies and anticipates increased M&A activity in the latter half of 2024. Key insights include geographic transaction distribution and tiered company performance metrics.