The industrials sector is in a slump, lagging the market with just 2.1% returns over six months—investors need to tread carefully. Three key players are struggling: Worthington’s sales and earnings have shrunk for five years, Arrow Electronics’ modest growth masks rising costs and falling returns, and Crown Holdings’ sluggish revenue and EPS growth signal trouble. With interest rates and capital spending reshaping the landscape, only the most adaptable companies will survive.
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