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Demand | Capital Allocation | Margin | Competitive Dynamics | Innovation & R&D | Pricing | Trade Tariffs | M&A | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 7 | 3 | 2 | 1 | 1 | 2 | 3 |
| 2025Q1 | 10 | 3 | 3 | 1 | 4 | 5 | 2 | |
| 2025Q2 | 8 | 5 | 4 | 2 | 3 | 2 | 2 | 3 |
| 2025Q3 | 9 | 6 | 8 | 2 | 1 | 1 | ||
| 2025Q4 | 6 | 3 | 5 | 4 | 5 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | |
|---|---|---|---|---|---|
| Demand | 3 | 10 | 8 | 9 | 6 |
| Capital Allocation | 7 | 3 | 5 | 6 | 3 |
| Margin | 3 | 3 | 4 | 8 | 5 |
| Competitive Dynamics | 2 | 1 | 2 | 2 | 4 |
| Innovation & R&D | 1 | 3 | 1 | 5 | |
| Pricing | 1 | 4 | 2 | 1 | 2 |
| Trade Tariffs | 2 | 5 | 2 | ||
| M&A | 3 | 2 | 3 |