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Fiscal Spend '24: Wire and Cable
12 tickers · $257.84B total market cap
Group: Fiscal Spend
The thesis for the fiscal spend on wire and cable as of Spring 2025 is bullish. The surge in infrastructure spending, supported by fiscal policies under the current administration, has led to increased demand for wire and cable products. Companies such as Sumitomo Electric Industries (5802 JP), Fujikura Ltd. (5803 JP), and SWCC Showa Holdings (5805 JP) are positioned to benefit significantly from the anticipated ramp-up in projects requiring extensive wiring and cabling solutions.
Fiscal Spend '24: Wire and Cable tracks 12 publicly listed stocks in this theme: 229640.KO, 5801.T, 5802.T, 5803.T, 5805.T, BDC, CRDO, NEX.PA, NKT.CO, POLYCAB.NS, PRY.MI, WCC. See the constituent table for details.
Thesis update: 2025-04-01
Constituents
Build 20260520T081747
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Sumitomo Electric Industries, Ltd.5802.T | 05/12/2026 | 05/12/2026 | -3.24% | 12.18% | 54.83% | -20.98% | $53.26B | 8.3333 |
Fujikura Ltd.5803.T | 05/14/2026 | 05/14/2026 | 6.67% | -25.92% | 60.26% | -26.83% | $48.97B | 8.3333 |
Prysmian S.p.A.PRY.MI | 04/30/2026 (AMC) | 04/30/2026 (AMC) | 2.27% | 3.22% | 24.02% | 9.19% | $46.76B | 8.3333 |
Credo Technology Group Holding LtdCRDO | 03/02/2026 (AMC) | 06/01/2026 (AMC) | -10.23% | — | 73.68% | — | $31.17B | 8.3333 |
Furukawa Electric Co., Ltd.5801.T | 05/12/2026 | 05/12/2026 | 24.78% | 31.76% | 127.34% | -19.37% | $22.27B | 8.3333 |
WESCO International, Inc.WCC | 04/30/2026 (BMO) | 04/30/2026 (BMO) | 0.41% | 16.16% | 0.77% | -4.94% | $16.40B | 8.3333 |
Polycab India LimitedPOLYCAB.NS | 05/06/2026 | 05/06/2026 | 0.00% | 9.02% | 13.87% | -0.27% | $14.35B | 8.3333 |
NKT A/SNKT.CO | 05/13/2026 (BMO) | 05/13/2026 (BMO) | 4.77% | 6.65% | 20.70% | -2.21% | $8.58B | 8.3333 |
Nexans S.A.NEX.PA | 02/19/2026 (AMC) | — | -0.27% | — | 20.99% | — | $7.82B | 8.3333 |
Belden Inc.BDC | 04/30/2026 (BMO) | 04/30/2026 (BMO) | 5.20% | -10.47% | -14.78% | -10.68% | $3.97B | 8.3333 |
SWCC Showa Holdings Co., Ltd.5805.T | 05/14/2026 | 05/14/2026 | 6.09% | -18.08% | 19.16% | -17.51% | $2.55B | 8.3333 |
LS Eco Energy Ltd.229640.KO | 04/14/2026 | 04/14/2026 | -2.73% | 16.06% | 8.67% | 50.20% | $1.73B | 8.3333 |
| Average | 2.81% | 4.06% | 34.13% | -4.34% | $21.49B | 8.3333 | ||
| Median | 1.34% | 7.83% | 20.85% | -7.81% | $15.37B | 8.3333 | ||
| Std Dev | 8.05% | 16.60% | 37.20% | 20.98% | $18.22B | 0.0% | ||
| Min | -10.23% | -25.92% | -14.78% | -26.83% | $1.73B | 8.3333 | ||
| Max | 24.78% | 31.76% | 127.34% | 50.20% | $53.26B | 8.3333 | ||
| % Positive Tickers | 58.33% | 70.00% | 91.67% | 20.00% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.