Supply Chain Insights LLC Copyright © 2015, p. 1 Performance and Improvement.

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Supply Chain Insights LLC Copyright © 2015, Performance and Improvement

description

Supply Chain Insights LLC Copyright © 2015, p. 3 Inventory Turns vs. Operating Margin (2006 – 2014)

Transcript of Supply Chain Insights LLC Copyright © 2015, p. 1 Performance and Improvement.

Page 1: Supply Chain Insights LLC Copyright © 2015, p. 1 Performance and Improvement.

Supply Chain Insights LLC Copyright © 2015, p. 1

Performance and Improvement

Page 2: Supply Chain Insights LLC Copyright © 2015, p. 1 Performance and Improvement.

Supply Chain Insights LLC Copyright © 2015, p. 2

-0.12 -0.07 -0.02 0.03 0.08 0.13 0.18 0.23 0.28 0.332.00

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Canadian Solar Inc. First Solar, Inc.Operating Margin

Inve

ntor

y Tu

rns

2014

2006 2014

2006

Best Scenario

Average (Operating Margin, Inventory Turns)

Source: Supply Chain Insights LLC, Corporate Annual Reports 2006-2014 from YCharts

CSIQ0.03, 11.90

FSLR0.16, 11.75

Inventory Turns vs. Operating Margin(2006 – 2014)

Page 3: Supply Chain Insights LLC Copyright © 2015, p. 1 Performance and Improvement.

Supply Chain Insights LLC Copyright © 2015, p. 3

-0.33 -0.28 -0.23 -0.18 -0.13 -0.08 -0.03 0.02 0.07 0.12 0.17 0.22 0.27 0.32 0.372.00

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First Solar, Inc. Hanwha Q CELLSOperating Margin

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ntor

y Tu

rns

2014

2006

2014

2006

Best Scenario

Average (Operating Margin, Inventory Turns)

Source: Supply Chain Insights LLC, Corporate Annual Reports 2006-2014 from YCharts

HQCL-0.02, 6.09

FSLR0.16, 11.75

Inventory Turns vs. Operating Margin(2006 – 2014)

Page 4: Supply Chain Insights LLC Copyright © 2015, p. 1 Performance and Improvement.

Supply Chain Insights LLC Copyright © 2015, p. 4

-0.03 0.00 0.03 0.06 0.09 0.12 0.15 0.18 0.21 0.24 0.27 0.30 0.33 0.362.00

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First Solar, Inc. Jinko SolarOperating Margin

Inve

ntor

y Tu

rns

2014

2007

2014

2007

Best Scenario

Average (Operating Margin, Inventory Turns)

Source: Supply Chain Insights LLC, Corporate Annual Reports 2007-2014 from YCharts

JSLGY0.06, 6.63

FSLR0.18, 11.78

Inventory Turns vs. Operating Margin(2007 – 2014)

Page 5: Supply Chain Insights LLC Copyright © 2015, p. 1 Performance and Improvement.

Supply Chain Insights LLC Copyright © 2015, p. 5

-0.23 -0.18 -0.13 -0.08 -0.03 0.02 0.07 0.12 0.17 0.22 0.27 0.327.00

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17.00

First Solar, Inc. Sunpower Corp.Operating Margin

Inve

ntor

y Tu

rns

2014

2006

2014

2006

Best Scenario

Average (Operating Margin, Inventory Turns)

Source: Supply Chain Insights LLC, Corporate Annual Reports 2006-2014 from YCharts

SPWR0.01, 8.65

FSLR0.16, 11.75

Inventory Turns vs. Operating Margin(2006 – 2014)

Page 6: Supply Chain Insights LLC Copyright © 2015, p. 1 Performance and Improvement.

Supply Chain Insights LLC Copyright © 2015, p. 6

-0.21 -0.16 -0.11 -0.06 -0.01 0.04 0.09 0.14 0.19 0.24 0.29 0.344.00

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First Solar, Inc. Trina Solar Ltd.Operating Margin

Inve

ntor

y Tu

rns

2014

2006

20142006

Best Scenario

Average (Operating Margin, Inventory Turns)

Source: Supply Chain Insights LLC, Corporate Annual Reports 2006-2014 from YCharts

TSL0.07, 10.08

FSLR0.16, 11.75

Inventory Turns vs. Operating Margin(2006 – 2014)