bullbear.ninja

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.

8 companiesMedian revenue YoY: +16.0%EPS beat rate:

AI industry top-down

Overall, the electronics components industry saw sales growth, but there were significant disparities in performance among individual companies. The median sales YoY reached 16.03%, with a majority of companies sustaining growth. However, some companies experienced a decline in sales, and EPS, a key profitability metric, varied significantly across firms. While some companies achieved robust EPS growth, others experienced substantial declines in EPS.

  • Industry-wide revenue growth maintained (median YoY 16.03%)
  • Strong concurrent growth in revenue and EPS for some companies
  • EPS decrease or underperformance for many companies
Where companies diverge: Polarization of revenue growth rates (max 47.74% vs min -9.45%) · Extreme difference in EPS growth rates (max 31.82% vs min -77.71%)

AI synthesis of disclosed results and analyst research across these companies — not investment advice.

Companies — latest quarter

CompanyPeriodRevenueRev YoYEPSEPS YoYSurprise
APHAMPHENOL CORP /DE/FY2026 Q1$4.81B+47.7%$0.58+31.8%
GLWCORNING INC /NYFY2026 Q1$3.45B+16.0%$0.18-25.0%
TELTE Connectivity plcFY2026 Q2$7.98B+2.3%$1.80-76.1%
FLEXFLEX LTD.FY2026 Q3$19.42B-4.1%$1.54+12.4%
CLSCELESTICA INCFY2026 Q1$2.65B+19.9%$0.74-3.9%
JBLJABIL INCFY2026 Q2$13.72B-9.4%$1.93-77.7%
FNFabrinetFY2026 Q3$2.51B+17.8%$6.75+14.8%
LFUSLITTELFUSE INC /DEFY2013 Q3$509.12M$2.87

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).

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