Key Takeaways OUST's industrial LiDAR segment led Q1 2025 revenue, reducing dependence on automotive markets. Software-tied bookings for OUST grew 60% in 2024, enhancing margins and recurring revenue streams. OUST shares rose 102.3% YTD, with 2026 earnings estimates improving and revenue growth projected.Ouster Inc. (OUST) is tapping into a $70 billion global LiDAR market opportunity, spanning automotive, industrial, robotics, and smart infrastructure, with industrial applications accounting for a $19 bil ...

Core Insights - STMicroelectronics N.V. is recognized as a fundamentally sound and vertically integrated leader in the semiconductor industry, benefiting from long-term growth trends in electrification, industrial automation, and edge AI [1] Company Overview - The company has established a strong competitive advantage, which has resulted in returns significantly exceeding its cost of capital [1] Industry Position - STMicroelectronics is strategically positioned at the center of key growth areas, including electrification and industrial automation, which are expected to drive future demand for semiconductors [1]

Group 1 - Aeva Technologies, Inc. (AEVA) shares increased by 8.6% to close at $36.43, with a notable trading volume and a 93.8% gain over the past four weeks [1][2] - The company is positioned to benefit from growth in industrial automation, robotics, and autonomous driving, as more businesses adopt robotics for task handling [2] - Aeva is expected to report a quarterly loss of $0.44 per share, reflecting a year-over-year change of +22.8%, with revenues projected at $3.4 million, up 69.2% from the previous year [3] Group 2 - The consensus EPS estimate for Aeva has remained unchanged over the last 30 days, indicating that stock price movements may not continue without trends in earnings estimate revisions [4] - Aeva Technologies holds a Zacks Rank of 3 (Hold), while Strattec Security (STRT), another company in the same automotive industry, has a Zacks Rank of 1 (Strong Buy) and has seen an 11.1% return over the past month [5][6]

Core Viewpoint - Excelitas has appointed Lynn Swann to its Board of Directors, highlighting the company's commitment to attracting high-integrity leaders with diverse perspectives to support growth and innovation [1][2][3]. Company Overview - Excelitas is a leading provider of advanced technologies serving global market leaders in life sciences, advanced industrial, next-generation semiconductor, and avionics sectors [1][3]. - The company is headquartered in Pittsburgh, PA, and focuses on the design, development, and manufacture of advanced technologies, including sensing, detection, imaging, optics, and specialty illumination [3]. Leadership Experience - Lynn Swann brings extensive business acumen and leadership experience, having served on the boards of several notable companies, including Apollo Global Management, Xylem Inc., and Caesars Entertainment [2]. - His appointment is expected to provide valuable insights as Excelitas expands its global footprint and pursues its corporate purpose of enriching life and driving innovation [3]. Strategic Focus - Excelitas is positioned at the forefront of addressing significant megatrends such as precision medicine, industrial automation, artificial intelligence, and connected devices (IoT) [3].

| 工智退(日线) ◎ MA5: 1.31 MA10: 1.56 MA20: 1.69 MA60: 2.43 MA120: 2.92 MA250: 2.31 | <> | 4.00 | | | | | | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 3.50 | | | | | | | | | | | | | | | | | | | | | | 3.00 | | | | | | | | | | | | | | | | | | | | | | 2.50 | | | | | | | | | | | | | | | | | | | | | | 2.00 | | | | | | | | | | | | | | | | | | | | | | 1.50 | | | | | | | | | | | | | | | | | | | | | | ×ロ | 工智退 ...

Financial Data and Key Metrics Changes - Jabil reported Q3 net revenue of $7.8 billion, a 16% increase year over year, exceeding guidance by $800 million [5][11] - Core operating income reached $420 million with core operating margins at 5.4%, a 20 basis point improvement year over year [6][11] - Core diluted earnings per share for Q3 was $2.55, up 35% compared to the same quarter last year [7][11] Performance by Business Segment - Regulated Industries segment revenue was $3.1 billion, flat year over year, reflecting softness in EV and renewable markets [7][8] - Intelligent Infrastructure segment revenue was $3.4 billion, up approximately 51% year on year, driven by AI-related cloud and data center infrastructure [8][9] - Connected Living and Digital Commerce segment revenue was $1.3 billion, down approximately 7% year over year, mainly due to softness in consumer-driven products [9][10] Market Data and Key Metrics Changes - Inventory days decreased to 74 days, with cash flow from operations at $406 million for Q3 [10][11] - The company expects Q4 revenue for Regulated Industries to be $2.9 billion, down 5% year on year, while Intelligent Infrastructure is projected to grow to $3.3 billion, up approximately 42% year over year [12][13] Company Strategy and Development Direction - Jabil is focusing on expanding its U.S. manufacturing footprint, particularly in AI and data center infrastructure, with a planned investment of $500 million over several years [19][20] - The company aims to enhance core margins and optimize cash flow while returning value to shareholders through share repurchases [25][26] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate geopolitical uncertainties and highlighted the strength of its diversified portfolio [15][24] - The outlook for fiscal year 2025 has been raised to approximately $29 billion in revenue, with expectations of generating over $1.2 billion in adjusted free cash flow [25][26] Other Important Information - Jabil's debt to core EBITDA ratio is approximately 1.4 times, indicating a healthy balance sheet [11] - The company repurchased $339 million of its shares in Q3 and is on track to complete a $1 billion share repurchase authorization [11][12] Q&A Session Summary Question: Growth expectations for AI-related revenues - Management confirmed AI-related revenue is projected to reach $8.5 billion for fiscal 2025, with strong growth anticipated in the segment [31][32] Question: Operating margin improvement - Management indicated that achieving operating margins above 6% would depend on better capacity utilization and growth in higher-margin businesses [36][39] Question: Risks associated with sales growth - Management noted that the majority of revenue growth was not due to pull-in buying related to tariff uncertainties, particularly in capital equipment and cloud data center infrastructure [41][42] Question: U.S. manufacturing expansion rationale - The new U.S. investment is aimed at diversifying the customer base and not solely for existing customers [44][45] Question: Trends in the transceiver business - Management reported strong growth in the transceiver business, with demand for advanced products like 1.6T expected to increase in the near future [72][73] Question: Future capital allocation strategy - Management emphasized a commitment to returning value to shareholders through buybacks while remaining open to strategic acquisitions [62][64]

Key Takeaways CLS expects 2025 sales to rise 13.1% and EPS to grow 30.1% with strong demand for AI-driven data solutions. Flex sees 50% growth in cloud/data center power and anticipates continued strength into fiscal 2026. FLEX trades at a lower forward P/E of 14.49 versus CLS at 22.72, making it more attractive on valuation.Celestica Inc. (CLS) and Flex Ltd. (FLEX) are two leading players in the electronics manufacturing services (EMS) industry. Celestica is one of the largest EMS companies in the world, ...

Lianhe Sowell International Group Ltd Sales Agreements Signing Ceremony of the Painting Robots -1 Lianhe Sowell International Group Ltd Sales Agreements Signing Ceremony of the Painting Robots -2 Shenzhen, China, June 05, 2025 (GLOBE NEWSWIRE) -- Lianhe Sowell International Group Ltd (Nasdaq: LHSW) (the “Company” or “Lianhe Sowell”), a provider of machine vision products and solutions applied in a wide range of businesses across industries in China, today announced the Company has entered into sales ...

Core Viewpoint - TE Connectivity is well-positioned to benefit from the increasing demand for industrial automation and robotics, leading to a 'Buy' rating for the stock [1] Company Overview - TE Connectivity (NYSE: TEL) is an industrial technology manufacturer that specializes in connectivity and sensor solutions for transportation and industrial markets [1]

Financial Data and Key Metrics Changes - Allegro Microsystems has seen a significant decline in industrial sales, which dropped about 35% during the last six quarters due to an inventory correction [19] - The company reported that distributor inventories decreased by 25% compared to the beginning of the fiscal year [54] - Gross margins are currently below 50%, with a focus on returning to the 50% range in the near term [69] Business Line Data and Key Metrics Changes - Automotive sales account for approximately 75% of overall sales, with e-mobility (ADAS applications and XEV powertrain) representing about half of that segment, growing at a mid-teens growth rate [7][8] - The industrial segment represents about 25% of sales, primarily sold through distributors, with historical applications in clean energy and industrial automation [18][20] - The isolated gate driver technology is expected to provide a content uplift opportunity of about $30 to $40 in automotive and up to $425 in AI server racks [27][28] Market Data and Key Metrics Changes - China is the largest market for Allegro, accounting for 27% of shipments, with a significant portion being re-exported [12][13] - Japan contributes about 20% of sales, North America 15%, and Europe 13% [14] - The company has a well-distributed market presence, serving almost all tier one automotive makers in the Western world [14] Company Strategy and Development Direction - The company aims to leverage its distribution channels more efficiently and has hired a new SVP of sales focused on industrial and power sectors [26] - Allegro is committed to innovation within a spending envelope, focusing on operational efficiency and cost management [48] - The company plans to continue exploring organic growth opportunities while remaining open to strategic acquisitions that align with its core competencies [80] Management's Comments on Operating Environment and Future Outlook - Management has not observed significant changes in customer order patterns despite ongoing geopolitical issues [50] - The focus remains on executing new product sales and improving gross margins above 50% [46][70] - The company is optimistic about the growth potential in the robotics sector, particularly humanoid robotics, which could match automotive content opportunities [22] Other Important Information - Allegro recently underwent a CEO change, appointing Mike Dug, who has been with the company for nearly 28 years, as the new CEO [41] - The company plans to hold an Analyst Day following its fifth anniversary as a public company to reintroduce its leadership team and clarify its strategy [83] Q&A Session Summary Question: How does Allegro's exposure to China compare to other markets? - China accounts for 27% of Allegro's shipments, with a significant portion being re-exported, while Japan is about 20%, North America 15%, and Europe 13% [12][14] Question: What are the key growth drivers in the industrial segment? - The industrial segment has been historically focused on clean energy and automation, with new opportunities in medical and AI data centers [20][21] Question: What is the company's strategy regarding acquisitions? - Allegro is focused on organic growth but remains open to strategic acquisitions that align with its technology and market needs [80]