Link here.
This article corroborates what I've heard elsewhere.
Highlights:
- 2Q23 adjusted return on sales: 10.3% for its industrial business
- supply chains were easing
- some bottlenecks but no major production downtime was expected
- company's order intake was down partly because it had not yet opened up order books for next year
- guidance: "won't be a bad year next year"
- guidance: raised approx 100 basis points
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