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Bel Reports Second Quarter and First Half 2025 Results
Globenewswire· 2025-07-24 20:15
WEST ORANGE, N.J., July 24, 2025 (GLOBE NEWSWIRE) -- Bel Fuse Inc. (Nasdaq: BELFA and BELFB) today announced preliminary financial results for the second quarter and first half of 2025. Second Quarter 2025 Highlights Net sales of $168.3 million compared to $133.2 million in Q2-24. Up 26.3% from Q2-24Gross profit margin of 38.7%, compared to 40.1% in Q2-24GAAP net earnings attributable to Bel shareholders of $26.9 million versus GAAP net earnings attributable to Bel shareholders of $18.8 million in Q2-24Adju ...
Richardson Electronics(RELL) - 2025 Q4 - Earnings Call Presentation
2025-07-24 14:00
Richardson Electronics Q4 FY2025 Investor Presentation July 24, 2025 NASDAQ: RELL VISION To make our world a better, more sustainable place by providing innovative technology solutions. MISSION We provide solutions that improve our world through innovative engineering and manufacturing in collaboration with our employees, customers and technology partners. VALUES Investor Presentation | © Richardson Electronics, Ltd. 2 2 • We are a diverse family; we take care of our people. • We focus on long term viabilit ...
Plexus(PLXS) - 2025 Q3 - Earnings Call Presentation
2025-07-24 12:30
FISCAL THIRD QUARTER 2025 HIGHLIGHTS July 23, 2025 PLEXUS CONFIDENTIAL SAFE HARBOR AND FAIR DISCLOSURE STATEMENT Some of the statements made and information provided during our call as well as information included in the supporting materials will be forward looking statements, including, without limitation, those regarding revenue, gross margin, selling and administrative expense, operating margin, other income and expense, taxes, cash cycle, capital allocation and future business outlook. Forward-looking s ...
Flex(FLEX) - 2026 Q1 - Earnings Call Presentation
2025-07-24 12:30
Q1 FY26 Earnings Presentation Quarter End: June 27, 2025 Earnings Announcement: July 24, 2025 Risks and non-GAAP disclosures This presentation contains forward-looking statements within the meaning of U.S. securities laws, including statements related to our future financial results and our guidance for future financial performance (including expected revenues, operating income, margins and earnings per share). These forward-looking statements are based on current expectations, forecasts and assumptions inv ...
Richardson Electronics Reports Fourth Quarter Results; Declares Quarterly Cash Dividend
Globenewswire· 2025-07-23 20:15
Q4 FY25 net sales increased YoY for the 4th consecutive quarter; non-GAAP operating income* at $0.8 million FY25 annual net sales grew 6.3% YoY, led by a 23.6% increase in Green Energy Solutions Ended Q4 FY25 with positive operating cash flow for the 5th consecutive quarter LAFOX, Ill., July 23, 2025 (GLOBE NEWSWIRE) -- Richardson Electronics, Ltd. (NASDAQ: RELL) today reported financial results for its fourth quarter and fiscal year ended May 31, 2025. The Company also announced that its Board of Directo ...
CLS Stock Before Q2 Earnings: A Smart Buy or Risky Investment?
ZACKS· 2025-07-23 16:46
Core Insights - Celestica, Inc. (CLS) is set to report second-quarter 2025 earnings on July 28, with sales and earnings estimates at $2.67 billion and $1.24 per share respectively, showing a 0.4% increase in earnings estimates for 2025 over the past 60 days [1][4] Earnings Performance - Celestica has a strong earnings surprise history, with an average surprise of 7.43% over the last four quarters, consistently exceeding earnings expectations [2][3] Earnings Predictions - The company is predicted to likely beat earnings for the second quarter, supported by a positive Earnings ESP of +0.81% and a Zacks Rank of 2 (Buy) [4] Product Developments - The introduction of the ES1500 enterprise access switch, featuring up to 48 ports with 2.5 gigabit Ethernet speed and 90W power over Ethernet, is expected to enhance scalability and flexibility for modern IT infrastructure [5][8] - The DS4100 switch, which supports high-bandwidth demands, is also gaining traction, contributing to net sales growth in the Connectivity & Cloud Solutions segment [9] Market Performance - Over the past year, CLS stock has surged 193.8%, outperforming the industry growth of 93.8% and competitors like Sanmina Corporation (37.7%) and Jabil Inc. (98.8%) [10] Valuation Metrics - Celestica is trading at a premium valuation with a price/earnings ratio of 27.88, higher than the industry average of 21.73 and its own historical mean of 20.9 [11] Industry Positioning - As a leading electronic manufacturing service provider, Celestica serves various industries, including communication, healthcare, and aerospace, while continuously enhancing its manufacturing and supply-chain capabilities [13][15] - The growing demand for AI-based applications is driving the need for Celestica's data communications infrastructure products, with expectations for significant growth in 400G and 800G switch products [16] Competitive Landscape - While Celestica is expanding in the AI data center infrastructure, it faces competition from Jabil, which is investing $500 million to increase its manufacturing capacity, and Sanmina in the defense and AI infrastructure sectors [17] Financial Health - Celestica's diverse customer base across multiple sectors enhances business resilience, supported by strong liquidity and healthy cash flow, positioning the company for potential stock price appreciation [19]
Copper Markets Brace for US Tariffs | Presented by CME Group
Bloomberg Television· 2025-07-22 17:32
The recent announcement of a 50% US tariff on copper imports effective August 1st is set to significantly disrupt the outlook for this vital metal across multiple sectors. Copper prices in the US have already surged to record highs. Electronics manufacturers, which rely on copper for circuit boards and other components, face higher production costs, which could lead to increased prices for consumer goods such as smartphones and appliances.Transportation equipment, especially electric vehicles, which use thr ...
SANMINA CORPORATION INVITES YOU TO JOIN ITS THIRD QUARTER FISCAL 2025 EARNINGS CONFERENCE CALL
Prnewswire· 2025-07-21 20:05
SAN JOSE, Calif., July 21, 2025 /PRNewswire/ -- Sanmina Corporation (NASDAQ: SANM) announced today that it will host its third quarter fiscal 2025 earnings conference call on Monday, July 28, 2025 at 5:00 PM ET. The live webcast presentation and supporting materials will be available on the Sanmina website at www.sanmina.com in the Investor Relations section. A webcast replay will be available at the same location upon the conclusion of the event.About SanminaSanmina Corporation, a Fortune 500 company, is a ...
大族数控(301200) - 2025年7月18日投资者关系活动记录表
2025-07-18 09:46
Group 1: Company Performance - In Q1 2025, the company achieved a revenue of 95,984.87 million yuan, representing a year-on-year growth of 27.89% [3] - The net profit attributable to shareholders was 11,677.35 million yuan, with a significant increase of 83.60% compared to the previous year [3] Group 2: Product Development - The company has developed a comprehensive product matrix covering various PCB markets, including multilayer boards, HDI boards, and IC packaging substrates [3] - New innovative products, such as the CCD six-axis independent drilling machine and CO2 laser drilling machine, have gained market recognition and are now in mass production [3][5] Group 3: Industry Trends - The global PCB industry is expected to grow by 7.6% in 2025, driven by the AI industry chain and the recovery of consumer electronics [4] - The compound annual growth rate (CAGR) for the PCB industry from 2024 to 2029 is projected at 5.2%, with a production CAGR of 6.8% [4] Group 4: Market Dynamics - The Southeast Asian PCB market, particularly in Thailand, is expected to see a CAGR of 7.1% from 2024 to 2029, surpassing China's growth rate of 4.3% [4] - The demand for high-value-added products, such as six-axis independent CCD laser drilling machines, is increasing in overseas markets, enhancing the company's sales and profit potential [7]
CCSC Technology International Holdings Limited Reports Financial Results for Fiscal Year Ended March 31, 2025
Prnewswire· 2025-07-17 20:20
Core Viewpoint - CCSC Technology International Holdings Limited reported a year of growth and global expansion for the fiscal year ended March 31, 2025, with total revenue increasing by 19.5% year-over-year to $17.6 million, driven by strong demand for cable and wire harness products [2][4]. Financial Performance - Total revenue for the fiscal year ended March 31, 2025, was $17.6 million, up from $14.7 million in the previous year, marking a 19.5% increase [4][6]. - Gross profit increased by 27.1% to $5.0 million, with gross margin improving to 28.3% from 26.6% [6][13]. - Net loss for the fiscal year was $1.4 million, compared to a net loss of $1.3 million in the prior year, with basic and diluted loss per share at $0.12 [6][18][17]. Revenue Breakdown - Revenue from cable and wire harness products was $16.4 million, a 20.2% increase from $13.6 million [4][6]. - Revenue from connectors rose by 11.1% to $1.2 million [4]. - Revenue by region showed Europe generating $11.0 million (62.3% of total revenue), a 29.0% increase, while Asia contributed $5.3 million (30.3%), up 10.2%. The Americas saw a decrease of 5.7% to $1.3 million [7][8][9]. Cost Structure - Cost of revenue increased by 16.8% to $12.6 million, aligning with the revenue growth [10]. - Inventory costs rose to $8.6 million, driven by a 37.1% increase in sales volume, despite a decrease in inventory cost per unit [11]. - Labor costs increased to $3.1 million, reflecting higher production volumes [12]. Operating Expenses - Operating expenses increased by 20.5% to $7.0 million, primarily due to higher selling, general and administrative expenses, and research and development costs [14]. Cash Flow and Financial Condition - As of March 31, 2025, cash was $3.7 million, down from $5.5 million the previous year. Net cash used in operating activities was $1.0 million, an improvement from $2.5 million in the prior year [19][20].