Industry & Electronics: 45%
Automation & Control: 30%
IT & Communication: 25%

Top 3 Markets:
United Kingdom: 35%
Germany: 25%
USA: 20%

RS Group plc generates its revenues mainly from the sectors of Industry & Electronics, Automation & Control, and IT & Communication. These sectors are crucial for the company as they offer a wide range of products and services needed in various industrial applications.

Geographically, the key markets for RS Group are the United Kingdom, Germany, and the USA. These markets significantly contribute to revenue and offer strong growth potential due to their advanced industries and technologies.

Production Sites: Globally distributed, with a focus on Europe, North America, and Asia.

RS Group plc, formerly known as Electrocomponents plc, is a globally operating company in the field of electronics and industrial components. The company does not operate its own production facilities in the traditional sense, as it mainly focuses on the distribution and logistics of products.

Instead, RS Group collaborates with a variety of manufacturers and suppliers to offer a wide range of products. These products are produced in various regions worldwide, with Europe, North America, and Asia being the main production sites for the products distributed by RS Group.

The strategic distribution of suppliers and partners enables RS Group to maintain an efficient supply chain and serve customers worldwide.

Revenue Growth: 10.5% (2024)

Strategic Focus Areas:

1. Digitalization and E-Commerce: RS Group plc is heavily investing in the digitalization of its business processes and the expansion of its e-commerce platforms. This is intended to enhance customer experience and increase market share in online retail.

2. Sustainability: The company is pursuing a strategy to reduce its carbon footprint and promote sustainable products. This includes both internal processes and collaboration with suppliers.

3. Global Expansion: RS Group plc plans to strengthen its presence in emerging markets, particularly in Asia and Latin America. This will be achieved through targeted acquisitions and partnerships.

RS Group plc is focused on solidifying its market position through technological innovations and sustainable business practices. This strategy is aimed at not only promoting revenue growth but also ensuring long-term competitiveness.

Main raw materials: Electronic components, mechanical parts, tools
Main importing countries: China, Germany, USA

RS Group plc imports a variety of raw materials and supplies primarily used for the distribution of electronic and mechanical components as well as tools. Electronic components and mechanical parts are often imported from China, as the country is a significant manufacturer of these products.

Germany is another important trading partner, especially for precise mechanical components and high-quality tools. The USA also supplies specialized electronic components and innovative technologies that are important for the RS Group's portfolio.

Diversification of the sources of supply is crucial to ensure supply security and minimize dependence on individual countries.

Revenue growth: 10.5% (2024)
Market share in the industry: 4.2% (2024)
EBITDA margin: 18.3% (2024)

RS Group plc has established itself in recent years as a significant player in the industrial and electronic components sector. The company's competitive advantage lies in its wide range of products and strong global presence, enabling it to efficiently serve a variety of customer needs.

Another advantage is the continuous investment in digital platforms that simplify the ordering process for customers and optimize supply chains. These technological advances have helped increase customer satisfaction and reduce operating costs.

Despite a competitive market, RS Group plc has strengthened its market position through strategic acquisitions and partnerships. This has led to stable revenue growth and a solid EBITDA margin, indicating a sustainable competitive advantage.

Institutional Investor Share: 65% (2025, estimated)
Insider Buys/Sells: No significant changes in the last year (2024)

The institutional investor share in RS Group plc is estimated to be around 65%. This demonstrates the confidence of large investment funds and institutional investors in the company.

There were no significant insider buys or sells in the last year, indicating a stable assessment of the company's value by management and other insiders. Such activities could signal a positive or negative outlook on the company's future development, but the stability suggests a neutral to positive assessment.

Market share of RS Group plc: 12% (2025, estimated)

Top competitors and their market shares:

1. Arrow Electronics: 15%
2. Avnet: 14%
3. RS Group plc: 12%
4. Digi-Key Electronics: 10%
5. Mouser Electronics: 8%
6. Future Electronics: 7%
7. Electrocomponents: 6%
8. TTI, Inc.: 5%
9. Farnell: 4%
10. Allied Electronics & Automation: 3%

Moat of RS Group plc:

RS Group plc has a moderate moat, mainly characterized by a strong distribution network and a wide range of products. These factors enable the company to maintain a stable customer base and compete in a highly competitive market.

Compared to major competitors like Arrow Electronics and Avnet, which also have extensive global networks and strong supplier relationships, the moat of RS Group plc is less pronounced. These competitors often benefit from greater scale efficiency and broader geographic presence.

A significant advantage of RS Group plc lies in its strong digital presence and ability to quickly respond to market changes. This could lead to a stronger competitive advantage in the future, especially as digitization in sales becomes more important.

Revenue Growth: 8.5% (2024) Profit Growth: 10.2% (2024) Market Share in the Industry: 12% (2024)

RS Group plc achieved a revenue growth of 8.5% in 2024, attributed to successful expansion into new markets and increased digitization of their sales platforms. The profit growth of 10.2% indicates that the company was not only able to increase its revenues but also operate more efficiently and control costs.

The 12% market share in the industry suggests that RS Group plc holds a significant position in the market, giving them a competitive advantage. Continued investment in technology and innovation could further strengthen the company and open up additional growth opportunities.

Overall, RS Group plc appears to be an attractive investment due to its solid financial performance and strategic direction. However, potential investors should also consider general market conditions and possible risks before making a final decision.

Dividend Yield: 2.5% (2024)

Dividend History: Continuous payout over the last 5 years

RS Group plc has paid a dividend in recent years and shows a dividend yield of approximately 2.5% for the year 2024. The company has a solid history of continuous payouts over the last five years, indicating a certain level of reliability.

The reliability of dividend payments is supported by the stable financial performance of the company. RS Group plc has followed a conservative dividend policy in the past, based on sustainable profit growth. Analysts expect the company to continue to pay dividends in the coming years, provided that no significant negative market changes occur.