Industry top-down
Electronic Components
Latest reported revenue & EPS across the covered companies in this industry, with year-over-year (YoY) change. From disclosed earnings — not investment advice.
AI industry top-down
The electronic components industry showed mixed results across companies. Amphenol (APH) and Ouster (OUST) recorded double-digit revenue growth, while Flex (FLEX) and Jabil (JBL) saw their revenues decline. In terms of profitability, Plexus (PLXS) and Amphenol (APH) achieved solid EPS growth, whereas TE Connectivity (TEL) and Jabil (JBL) experienced a significant drop in EPS. This suggests a polarized market environment within the industry.
- Sales growth polarization: Some companies show high growth, while others experience negative growth (APH 47.74%, JBL -9.45%)
- Many companies experienced EPS decrease: GLW, TEL, JBL, BHE, etc. (JBL -77.71%)
- Solid profit growth for some companies: Double-digit EPS growth for APH, PLXS, FN, etc. (PLXS 69.75%)
AI synthesis of disclosed results and analyst research across these companies — not investment advice.
Companies — latest quarter
| Company | Period | Revenue | Rev YoY | EPS | EPS YoY | Surprise |
|---|---|---|---|---|---|---|
| APHAMPHENOL CORP /DE/ | FY2026 Q1 | $4.81B | +47.7% | $0.58 | +31.8% | — |
| GLWCORNING INC /NY | FY2026 Q1 | $3.45B | +16.0% | $0.18 | -25.0% | — |
| TELTE Connectivity plc | FY2026 Q2 | $7.98B | +2.3% | $1.80 | -76.1% | — |
| FLEXFLEX LTD. | FY2026 Q3 | $19.42B | -4.1% | $1.54 | +12.4% | — |
| CLSCELESTICA INC | FY2026 Q1 | $2.65B | +19.9% | $0.74 | -3.9% | — |
| JBLJABIL INC | FY2026 Q2 | $13.72B | -9.4% | $1.93 | -77.7% | — |
| FNFabrinet | FY2026 Q3 | $2.51B | +17.8% | $6.75 | +14.8% | — |
| PLXSPLEXUS CORP | FY2026 Q2 | $1.96M | +0.3% | $2.75 | +69.8% | — |
| RALRalliant Corp | FY2026 Q1 | $481.8M | — | $0.57 | — | — |
| OLEDUNIVERSAL DISPLAY CORP \PA\ | FY2026 Q1 | $166.28M | +0.6% | $1.35 | +13.4% | — |
| KNKnowles Corp | FY2026 Q1 | $132.2M | -0.8% | $-0.02 | — | — |
| BHEBENCHMARK ELECTRONICS INC | FY2026 Q1 | $654.6M | -7.9% | $0.10 | -73.7% | — |
| OUSTOuster, Inc. | FY2026 Q1 | $32.63M | +25.8% | $-0.42 | — | — |
| CTSCTS CORP | FY2026 Q1 | $125.77M | +0.0% | $0.44 | +22.2% | — |
| ALNTALLIENT INC | FY2026 Q1 | $132.8M | -9.5% | $0.21 | -50.0% | — |
| LPTHLIGHTPATH TECHNOLOGIES INC | FY2026 Q1 | $8.4M | +4.0% | $-0.04 | — | — |
| KOPNKOPIN CORP | FY2026 Q1 | $10.54M | +5.0% | $-0.02 | — | — |
| DAKTDAKTRONICS INC /SD/ | FY2025 Q3 | $583.93M | +7.3% | $-0.01 | — | — |
YoY = vs. the same quarter last year · Surprise = EPS actual vs. consensus. Latest reported quarter per company, from disclosed earnings filings. QoQ is omitted because quarterly filings don’t break out Q4 (US) and report cumulatively (KR).