Electrical Equipment and Components Bi-Weekly Industry Events & M&A Update — August 28 – September 11, 2026

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BI-WEEKLY INDUSTRY EVENTS & M&A UPDATE

INDUSTRIALS › CAPITAL GOODS › ELECTRICAL EQUIPMENT AND COMPONENTS

Power Demand Lifts the Sector While the Broad Market Slips

This update covers the movers, filings, headlines and transaction flow across Electrical Equipment and Components for August 28 – September 11, 2026.

August 28 – September 11, 2026

Prepared by NeuraCap AI · Confidential

Market data through 2026-09-11 · events and transactions from the two-week period 2026-08-28 → 2026-09-11

Electrical Equipment and Components Bi-Weekly Update | August 28 – September 11, 2026 | Confidential

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1. 01
   BI-WEEKLY INDUSTRY EVENTS & M&A UPDATE

   INDUSTRIALS › CAPITAL GOODS › ELECTRICAL EQUIPMENT AND COMPONENTS

   Cover page introducing the bi-weekly Electrical Equipment and Components industry events and M&A update for August 28 – September 11, 2026.

   We open with the two-week snapshot for Electrical Equipment and Components, covering what changed, who moved, what transacted and what it means. Let's walk through the period's key signals together.

   Everything on this page

   BI-WEEKLY INDUSTRY EVENTS & M&A UPDATE INDUSTRIALS › CAPITAL GOODS › ELECTRICAL EQUIPMENT AND COMPONENTS Power Demand Lifts the Sector While the Broad Market Slips This update covers the movers, filings, headlines and transaction flow across Electrical Equipment and Components for August 28 – September 11, 2026. August 28 – September 11, 2026 Prepared by NeuraCap AI · Confidential Market data through 2026-09-11 · events and transactions from the two-week period 2026-08-28 → 2026-09-11 Electrical Equipment and Components Bi-Weekly Update | August 28 – September 11, 2026 | Confidential Sources & methodology 1

2. 02
   THE BI-WEEKLY BOTTOM LINE

   Electrical Names Carried the Period on Demand News and Capital Returns

   Summarizes the two-week period's key theme: electrical names outperforming on demand news and capital returns.

   Twelve of the fourteen names we track advanced over the period, with a sector median return of +2.0% against a -0.7% decline for the S&P 500. Amphenol and Vertiv both kept their dividend programs on schedule, while all four Treasury benchmarks closed unchanged. The M&A tape stayed silent on new announcements, even as the trailing record of 40 deals at a 13.0x median held steady. So what: the sector's strength this period came from operating momentum and capital discipline, not from deal activity.

   Everything on this page

   THE BI-WEEKLY BOTTOM LINE Electrical Names Carried the Period on Demand News and Capital Returns The two-week period in one page · 14 covered names, close-to-close · August 28 – September 11, 2026 Source: NeuraCap analytics platform (universe, prices, filings, deal tape); publisher-sourced news where linked; market data through 2026-09-11. Driver attributions use calibrated language and are NeuraCap reads of the recorded evidence. Electrical Equipment and Components Bi-Weekly Update | August 28 – September 11, 2026 | Confidential Sources & methodology 2 1 The Sector Outran the Index 12 of the 14 covered names rose over the two-week period, with a median return of +2.0% against -0.7% for the S&P 500. Strength was broad rather than concentrated in one or two names. 2 Cash Returns Stayed Routine Amphenol (APH) set its Q3 dividend at $0.25 per share, restated to $0.125 after the stock split effected Sep 2. Vertiv (VRT) declared $0.0625 per Class A share, payable Sep 24 to holders of record Sep 14. 3 Rates Gave No New Signal All four Treasury benchmarks finished unchanged: the 3-month bill at 4.37%, the 2-year at 4.25%, the 10-year at 4.58% and the 30-year at 4.78%. Financing math for buyers did not move during the window. 4 The Deal Tape Was Quiet, the Benchmark Intact No new sector transactions were announced in the window. The trailing record still holds 40 transactions at a median of 13.0x EV/EBITDA, and one previously announced solar acquisition closed during the period. THE RATE TAPE 3-month T-bill: 4.37% → 4.37% (unchanged) · 2-year Treasury: 4.25% → 4.25% (unchanged) · 10-year Treasury: 4.58% → 4.58% (unchanged) · 30-year Treasury: 4.78% → 4.78% (unchanged) +10.4% Best mover — SEDG worst: AYI -4.8% · 12 up / 2 down of 14 covered +2.0% Sector median two-week return vs S&P 500 -0.7% unchanged 10-year Treasury over the two-week period 4.58% → 4.58% 6 Company filings in the window 8-K events read for driver attribution

3. 03
   PUBLIC MARKET MOVERS

   Gains Spread Across Tiers, from Premium Platforms to the Solar Tail

   Shows the two-week price performance of covered names across the sector, from top gainers to the lone laggard.

   Gains this period spread widely, from SolarEdge at +10.4% and nVent Electric at +9.4% down to Amphenol at +6.4% and Eaton at +5.6%. Acuity was the exception, closing the window down -4.8%. The sector's median return of +2.0% compares to a -0.7% pull-back in the S&P 500, against a materiality bar of 5.1% sector-relative. So what: strength was broad enough across tiers that no single name is carrying the sector's story.

   Everything on this page

   PUBLIC MARKET MOVERS Gains Spread Across Tiers, from Premium Platforms to the Solar Tail Bi-Weekly moves, close-to-close · August 28 – September 11, 2026 · sector median +2.0% · S&P 500 -0.7% · materiality bar ±5.1% (sector-relative) Source: NeuraCap analytics platform (universe, prices, filings, deal tape); publisher-sourced news where linked; market data through 2026-09-11. Attribution links each move only to filings and headlines recorded in the window; where no driver is recorded, the page says so. Calibrated language throughout — NeuraCap reads, not asserted causation. Electrical Equipment and Components Bi-Weekly Update | August 28 – September 11, 2026 | Confidential Sources & methodology 3 Bi-Weekly return per company · teal above zero, amber below · sector median +2.0% SEDG +10.4% SolarEdge Technologies (SEDG) rose +10.4%, biggest day Sep 8 at +6.5%. The move appears to reflect a run of company news: an Aug 31 investor day notice, a Sep 9 collaboration extension aimed at AI data center power protection. Solar-adjacent names get looked at differently when their content attaches to data center power. COMPANY-SPECIFIC NVT +9.4% No notable in-window news was identified that clearly explains the move. nVent Electric (NVT) gained +9.4%, well ahead of the sector median of +2.0%. A Core-tier name can lead the tape without a company-specific catalyst behind it. UNEXPLAINED APH +6.4% Amphenol (APH) gained +6.4%. Shares moved following a Sep 4 filing that set the Q3 dividend at $0.25 per share, restated to $0.125 after the stock split effected Sep 2; the reaction was consistent with steady capital returns. Routine capital-return mechanics keep a discount-tier name visible without changing the operating story. COMPANY-SPECIFIC AYI -4.8% No notable in-window news was identified that clearly explains the move. Acuity (AYI) returned -4.8%, against a sector median of +2.0%. Lighting exposure moved apart from power and connector demand over the window. UNEXPLAINED

4. 04
   MAJOR NEWS & INDUSTRY CATALYSTS

   Set-Piece Investor Events, Steady Payouts and One Withdrawn Bid

   Lists the period's highest-impact events, including investor events, dividend actions and a withdrawn bid.

   The two weeks brought a set of scheduled investor-relations moments alongside routine capital-return actions, including Amphenol's restated $0.125 dividend after its stock split and Vertiv's $0.0625 declaration. One prospective acquirer also stepped back from a previously pursued target. So what: these are the datapoints clients should have on hand before the next round of conference-season commentary.

   Everything on this page

   MAJOR NEWS & INDUSTRY CATALYSTS Set-Piece Investor Events, Steady Payouts and One Withdrawn Bid The two-week period's highest-impact events · titles link to the underlying filing or article · August 28 – September 11, 2026 Source: NeuraCap analytics platform (universe, prices, filings, deal tape); publisher-sourced news where linked; market data through 2026-09-11. "Why it matters" lines are NeuraCap reads; each event links to its source. Sources are admitted in a fixed reliability order (SEC filings, press releases, established outlets); video and social platforms are never used. Electrical Equipment and Components Bi-Weekly Update | August 28 – September 11, 2026 | Confidential Sources & methodology 4 Sep 10 · 8-K · SEC EDGAR SEDG — Investor Communication, Presentation & Reg FD Disclosure An investor day hands management a full session to lay out strategy and market trends in front of the whole shareholder base, with a replay extending the reach afterwards. Solar names are using set-piece events to reframe where their demand actually comes from. Sep 4 · 8-K · SEC EDGAR APH — Liquidity, Capital Allocation & Share Repurchase The Q3 dividend of $0.25 per share became $0.125 after the stock split effected Sep 2. The cash returned is the same; the units are simply smaller. A split signals comfort with the share price rather than a change in cash generation. Sep 3 · NEWS · Business Wire Eaton to participate in the Morgan Stanley 14th Annual Laguna Conference on September 16 A CEO appearance at an investor conference on Sep 16 is a scheduled opportunity to update demand commentary between reporting dates. Conference season supplies the sector's next set of demand datapoints. Sep 2 · 8-K · SEC EDGAR VRT — Liquidity, Capital Allocation & Share Repurchase Vertiv (VRT) declared a quarterly cash dividend of $0.0625 per Class A share, payable Sep 24 to holders of record Sep 14. A modest payout from a Premium-tier name keeps most cash inside the business. Premium multiples here still rest on reinvestment rather than distribution. Sep 2 · NEWS · Business Wire Clearfield Expands Wireless Infrastructure Market Reach Through Distribution Agreement with WAV Clearfield (CLFD) added a distribution alliance covering wireless infrastructure, widening its route to market for fiber connectivity without adding fixed cost. Distribution reach is a cheaper growth lever than new capacity for component suppliers. Sep 1 · NEWS · PRNewsWire Telephone and Data Systems Announces It Is No Longer Pursuing the Acquisition of Public Shares of Array Digital Infrastructure A prospective buyer said on Sep 1 that it is no longer pursuing the public shares of a listed digital infrastructure business and expects to restart its repurchase program instead. When a bid is withdrawn, capital tends to return to buybacks and the take-private bar resets.

5. 05
   M&A & STRATEGIC ACTIVITY

   A Blank Two Weeks Against an Unchanged Trailing Benchmark

   Reports that no new sector transactions were announced in the window, against an unchanged trailing benchmark of 40 deals.

   No new transactions were announced across the sector in this window, leaving the trailing record at 40 deals with a median of 13.0x EV/LTM EBITDA. One previously announced solar transaction did close during the period, adding to completed rather than newly announced activity. So what: the deal tape is quiet for now, but the benchmark buyers and sellers reference for pricing has not moved.

   Everything on this page

   M&A & STRATEGIC ACTIVITY A Blank Two Weeks Against an Unchanged Trailing Benchmark August 28 – September 11, 2026 · trailing tape: 40 recorded deals · median 13.0x EV/LTM EBITDA Source: NeuraCap analytics platform (universe, prices, filings, deal tape); publisher-sourced news where linked; market data through 2026-09-11. Deal multiples are LTM at announcement where disclosed; "why the deal happened" is a NeuraCap read of the recorded evidence. No old transactions are re-presented as news. Electrical Equipment and Components Bi-Weekly Update | August 28 – September 11, 2026 | Confidential Sources & methodology 5 No Material Transactions Announced No material sector transactions were announced during the period. The observable backdrop is a trailing record of 40 transactions at a median of 13.0x EV/EBITDA, plus one previously announced solar balance-of-system acquisition that closed on Aug 31. A quiet two-week period is information: buyer appetite, financing conditions and seller expectations all read through the tape’s silence. The trailing tape below still frames what buyers have paid. 40 Recorded deals on the trailing tape the reference set buyers and sellers price against 13.0x Trailing tape median EV/LTM EBITDA LTM at announcement, where disclosed

6. 06
   WHAT IT MEANS

   What the Two Weeks Change for Owners, Buyers and Advisors

   Translates the two-week period's evidence into observations for owners, acquirers and advisors.

   For owners and operators, the names that led were the ones with exposure to data-center power and building electrification, so mix is what's moving the needle. For acquirers, unchanged Treasury benchmarks mean the financing math hasn't shifted, even as the completed solar purchase points to buyers adding content per project. For advisors, an investor day and a scheduled CEO conference appearance sit close to the window, alongside one publicly withdrawn bid. So what: we read this as a set-up for expectations to be reset in public over the coming weeks.

   Everything on this page

   WHAT IT MEANS What the Two Weeks Change for Owners, Buyers and Advisors The two-week period translated for the people who act on it · NeuraCap view · observations, not recommendations Source: NeuraCap analytics platform (universe, prices, filings, deal tape); publisher-sourced news where linked; market data through 2026-09-11. This page is analytical interpretation drawn from the two-week period's recorded evidence. It is not investment advice. Electrical Equipment and Components Bi-Weekly Update | August 28 – September 11, 2026 | Confidential Sources & methodology 6 Sector study 2026-09-15 EV / EBITDA (CY2027E) median 13.3x 13 companies in the study 3 valuation tiers Standing thesis: Electrical equipment and parts command the premium, while hardware, solar and adjacent models form the acquirable tail FOR OWNERS & OPERATORS Mix Is Doing the Talking, Not Volume The names that led over August 28 – September 11, 2026 were the ones whose content attaches to data center power and building electrification. FOR ACQUIRERS Nothing New Priced, but the Content Thesis Is Visible No transactions were announced in the window, and all four Treasury benchmarks finished unchanged, so the financing arithmetic did not shift. The completed solar balance-of-system purchase shows buyers adding content per project rather than chasing scale. FOR ADVISORS Position Clients Ahead of Conference-Season Datapoints An investor day and a scheduled CEO conference appearance both land close to the window, and one prospective buyer publicly stepped away from a listed target. NeuraCap's read: expectations will be reset in public over the next few weeks.

7. 07
   SOURCES & METHODOLOGY

   Sources, Methodology and Important Notice

   Explains the sources and methodology behind the update and includes the standard important notice.

   This page sets out how we built the update — the sources behind each figure and the calibrated language we use for driver attribution. It's here so every number and read in the deck can be traced back to its basis. So what: clients can rely on the distinction between what's observed, what's derived and what's our judgment.

   Everything on this page

   SOURCES & METHODOLOGY Sources, Methodology and Important Notice How this bi-weekly update is built and what each kind of statement rests on · August 28 – September 11, 2026 · market data through 2026-09-11 Typeface note: NeuraCap brand face is Kallisto Medium; this build renders in a standard sans (Arial). Electrical Equipment and Components Bi-Weekly Update | August 28 – September 11, 2026 | Confidential 7 OBSERVED DATA Bi-Weekly stock moves are computed close-to-close over the stated window from the platform’s price series. Deal records, values and multiples come from the platform’s transaction tape (SEC 8-K extractions) exactly as recorded; each figure links to its citation. Treasury rates are the platform’s rate tape. UNIVERSE QUALITY The update universe is the platform’s approved company set for this sector, subject to a $100M market-cap floor so small, loosely related names cannot dominate the statistics. 1 name below the floor was excluded from movers and statistics for this window. EVENTS & NEWS Company events are in-window 8-K filings; news items are publisher-sourced headlines fetched for the window (and any externally supplied items, marked as such). Every event links to its source. The deck never asserts an event that has no linked record. SOURCE HIERARCHY News is admitted in a fixed order of reliability: SEC filings first, then company press releases and investor-relations communications, then transaction documents, then established outlets (Reuters, CNBC, The Wall Street Journal, Barron’s and peers). Video and social platforms — including YouTube — are never used as sources. DRIVER ATTRIBUTION A stock move is linked to an event only when the event falls inside the window, and only in calibrated language ("the move appears to reflect…", "shares moved following…"). Where no driver is recorded, the page says so and compares the move to the sector median instead. ANALYTICAL INTERPRETATION "Why it matters", "why the deal happened" and the what-it-means page are NeuraCap analytical views drawn from the recorded evidence, and are labeled as such. INHERITED CONTEXT The standing sector view (thesis, valuation lens, sector median and tiering) is inherited from the NeuraCap sector study run_20260916T015837Z_363_prod (market data as of 2026-09-15) — distilled, never re-derived. That report’s own sources page governs its content; this update reads the period against it. IMPORTANT NOTICE This report is informational only. It is not investment advice, not a recommendation to buy or sell any security, and not an offer of any kind. Readers should perform their own diligence before acting on anything described here. Linked sources this two-week period: sec.gov · businesswire.com · prnewswire.com · globenewswire.com

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