Core Insights - Sanmina Corporation (SANM) has experienced a 26.4% increase in stock price over the past six months, outperforming the S&P 500 but lagging behind the Electronic Manufacturing Services industry's growth of 32.3% [1][9] - The company has outperformed Jabil, Inc. (JBL) but underperformed Celestica, Inc. (CLS), with Celestica showing a 38.9% increase and JBL a 6.9% increase [2] Financial Performance - In Q4 2025, Integrated Manufacturing Solutions (IMS) revenues surged 72% year over year to $2.79 billion, with a non-GAAP gross margin increase of 8.7% [4] - The Components, Products and Services (CPS) business saw a 4.33% year-over-year increase to $434 million, with a non-GAAP gross margin of 12.9% [5] - Non-GAAP operating profit increased by 40 basis points year over year due to reduced operating expenses as a percentage of revenues [6] Cash Flow and Liquidity - In Q1 fiscal 2026, Sanmina generated $178.7 million in net cash from operating activities, up from $63.9 million in the same quarter last year, with free cash flow reaching $92 million [7][9] - The current ratio at the end of Q1 fiscal 2026 was 1.70, indicating a strong position to meet short-term debt obligations [11] Growth Prospects - The company is focusing on investments in capacity and technology improvements across operations in the U.S., India, and Mexico, enhancing its competitive position in the electronics manufacturing services industry [10] - Earnings estimates for 2025 have risen by 4.36% to $10.06 per share, while estimates for 2026 have increased by 5.67% to $12.11, reflecting bullish sentiment [12] Valuation Metrics - Sanmina's shares trade at a forward price/earnings ratio of 13.52, which is lower than the industry average of 24.12 and its historical mean of 17.32, indicating a relatively attractive valuation [13] Overall Outlook - The company is benefiting from strong momentum in various end markets, with efficient capital management allowing for continued investment in growth initiatives [15]

CF Bankshares Inc. (CFBK) came out with quarterly earnings of $0.88 per share, beating the Zacks Consensus Estimate of $0.76 per share. This compares to earnings of $0.68 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +15.79%. A quarter ago, it was expected that this company would post earnings of $0.84 per share when it actually produced earnings of $0.36, delivering a surprise of -57.14%.Over the last four quarters, the com ...

Novo Nordisk said on Thursday it would take legal action against Hims & Hers after the online telehealth company said it will begin offering compounded copies of the Danish group's Wegovy pill at an i... ...

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or ...

This acquisition represents our twelfth hot mix plant in the Houston market, further strengthening our geographic footprint and providing incremental throughput opportunities at our nearby liquid asphalt terminal at the Houston Port. Last August, we made our first entry into the Houston market with our acquisition of Durwood Green Construction, and then we significantly expanded operations in October with the acquisition of Vulcan's Asphalt Construction assets in Houston. With the addition of GMJ, we are fu ...

Cryptocurrencies have become a valuable asset, with Bitcoin (CRYPTO: BTC) almost doubling over the past five years. ...

Strong stock market gains have begun to spread beyond large tech companies at the start of the year. One destination for investor money in January was the construction and engineering company Flour (NYSE: FLR). The stock popped 16.6% in January, according to data provided by S&P Global Market Intelligence. Investors look to be buying the dip after Flour shares lost almost 20% in 2025. A growing business backlog has sparked renewed confidence in the company. Investors will hear more when Fluor reports its ...

In Hong Kong, we prelaunched a new Korean formulated moisturizing skin care series called Soo:vea in September. The 4-step line features a cleanser, toner, probiotic-infused booster serum and cream design to support skin barrier repair and deliver lasting hydration. Our markets and product team are working to roll out these new products to the global markets in the near future. To honor 10 successful years in Sweden, we also hosted a celebratory in-person event in September, unveiling [indiscernible], a lim ...

Philadelphia, Pennsylvania--(Newsfile Corp. - February 5, 2026) - National plaintiffs' law firm Berger Montague PC announces that a class action lawsuit has been filed against Integer Holdings Corporation (NYSE: ITGR) ("Integer" or the "Company") on behalf of investors who purchased or otherwise acquired Integer securities during the period of July 25, 2024 through October 22, 2025 (the "Class Period"), inclusive.Investor Deadline: Investors who purchased Integer securities during the Class Period may, no ...

One day after reporting Q4 earnings, Eli Lilly (NYSE: LLY) shares tumbled 6% through 10:05 a.m. ET Thursday. Earnings weren't the problem. Lilly beat analyst forecasts for $6.93 per share in profit on sales of $17.9 billion, reporting a $7.54 profit on sales of $19.3 billion instead. (Lilly also gave great guidance, forecasting full-year 2026 earnings between $33.50 and $35 per share.) Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right no ...