《奥纬咨询:2025北美非道路设备工业用品行业研究报告:下一发展纪元行业新规则(英文版)(40页).pdf》由会员分享,可在线阅读,更多相关《奥纬咨询:2025北美非道路设备工业用品行业研究报告:下一发展纪元行业新规则(英文版)(40页).pdf(40页珍藏版)》请在三个皮匠报告上搜索。
1、NEW RULES State of Industrial Goods North America Non-Road Equipment2025FOR THE NEXT HORIZONNEW RULES FOR THE NEXT HORIZON0105020603070408OverviewChallenges And Focus PrioritiesExecutive SummaryFundamental Changes On The HorizonIndustry SentimentConclusionTariffs And Supply ChainMethodologyP.3P.4P.5
2、P.9P.13P.17P.36P.382 Oliver WymanThe State of the Industrial Goods Sector 2025CONTENTSCONTENTS013 Oliver WymanThe State of the Industrial Goods Sector 2025OVERVIEWAfter a yearslong period of relative prosperity and confidence,the always cyclical North American industrial goods sector has hit a downt
3、urn.Where last year executives we spoke with gave a largely positive assessment of their position,in 2025 the effects of continued geopolitical turmoil and a rapidly changing tariff landscape have soured their outlook.The heightened uncertainty also has furthered the trend we saw in our previous rep
4、ort of industrials going back to the basics.Increasingly,theyre turning away from initiatives that in this environment might carry greater risk or complexity,focusing instead on the core issues of their business.For many,executing that shift successfully will be critical to overcoming the many threa
5、ts they now face.Of course,industrial goods is incredibly broad and varied,comprising numerous subsectors that are each contending with their own unique set of issues.This year we partnered with the Association of Equipment Manufacturers to take a deep dive into agriculture and construction,intervie
6、wing executives,surveying AEM members,and analyzing more than 1,000 public companies worldwide.Its a rich picture of two fields that are feeling the pain at this point in the industry cycle,while at the same time seeing plenty of reasons for optimism about the future.Read on for all the vital data a