Jabil Inc. (NYSE:JBL) shares were down on Wednesday as investors looked ahead to its upcoming earnings report.The firm will release its first-quarter fiscal year 2026 financials on Wednesday, Dec. 17, before the market opens. • Jabil shares are experiencing downward pressure. Why is JBL stock trading lower?Wall Street is watching AI demand, new capacity projects and a recent power-infrastructure deal that could shape guidance.BofA Securities analyst Ruplu Bhattacharya reiterated the Buy rating on the stock, ...

TEMPE, Ariz.--(BUSINESS WIRE)--Benchmark Electronics, Inc. (NYSE: BHE), a global provider of engineering, design, and manufacturing services, today announced the appointment of David L. Cummings as Senior Vice President (SVP) and Chief Commercial Officer (CCO), effective immediately. Cummings succeeds David Moezidis as Chief Commercial Officer following David Moezidis' promotion to President. As previously announced, David Moezidis will assume the role of Chief Executive Officer (CEO) upon Jeff. ...

Key Takeaways SANM highlights end-to-end capabilities, diversified markets and steady liquidity metrics in recent results. CLS posts strong Connectivity & Cloud growth, while Advanced Technology remains weak amid macro challenges.Both companies show upward estimate revisions alongside significant year-over-year share price growth.Celestica Inc. (CLS) and Sanmina Corporation (SANM) are two leading players in the electronics manufacturing services (EMS) industry. The EMS industry is rapidly evolving and is ex ...

Core Insights - Flex Ltd. (FLEX) has experienced a significant stock surge of 79.9% over the past year, reaching a 52-week high of $70.37 before closing at $68.50, driven by strong execution and a shift towards higher-value, technology-intensive businesses [1][4][8] Price Performance - FLEX's performance outpaces the Zacks Electronics - Miscellaneous Products industry, the Zacks Computer and Technology sector, and the S&P 500 composite, which grew by 24.3%, 24.8%, and 14.6% respectively [4] Growth Drivers - Flex's revenue for the second quarter of fiscal 2026 increased by 4% year-over-year to $6.8 billion, with the data center business identified as the primary growth engine [5][6] - The company is leveraging AI to drive infrastructure build-outs, enhancing its product portfolio with advanced manufacturing capabilities [6][8] - A new AI infrastructure platform has been introduced, allowing data center operators to deploy systems up to 30% faster while reducing execution risk [8] Partnerships and Innovations - Flex has partnered with NVIDIA on next-gen 800-volt DC AI factories, improving energy efficiency and reliability [9] - A collaboration with LG Electronics aims to develop integrated modular cooling systems to address thermal challenges in AI-driven data centers [9] Financial Performance - Flex's non-GAAP gross margin expanded by 80 basis points to 9.3%, and non-GAAP operating margin increased by 55 basis points to 6% [13] - The company reported a record $1.1 billion in free cash flow for fiscal 2025 and $305 million in adjusted free cash flow for the second quarter of fiscal 2026 [14] - Flex has repurchased $1.3 billion in stock in fiscal 2025 and $297 million in the second quarter of fiscal 2026 [16] Guidance and Outlook - Flex revised its fiscal 2026 revenue guidance to $26.7-$27.3 billion, expecting an adjusted operating margin of 6.2% to 6.3% and adjusted EPS of $3.09 to $3.17 [17][18] - Despite challenges such as tariffs and unfavorable forex movements, the company maintains a positive growth outlook [18] Valuation - FLEX trades at a forward 12-month price-to-earnings (P/E) ratio of 20.35, which is below the industry average of 24.99 [20] - Compared to peers like Jabil, Sanmina, and Celestica, FLEX's valuation appears attractive [22] Investment Opportunity - With strong cash flow, disciplined execution, and expanding margins, Flex presents an appealing investment opportunity even after its substantial stock appreciation [23]

Core Insights - Kitron is updating its medium-term revenue target to EUR 1.5 billion, reflecting increased defense demand and expanded capacity [1][3] - The company aims for an EBIT margin above 9% and a return on operating capital exceeding 25% as part of its growth strategy [2] Short-term Outlook - For the full year 2025, Kitron expects revenue between EUR 700 million and EUR 740 million, with EBIT projected between EUR 59 million and EUR 66 million [4] - In 2026, the revenue target is set between EUR 855 million and EUR 943 million, with EBIT expected to be between EUR 77 million and EUR 93 million, including contributions from DeltaNordic [4] Strategic Context - The defense sector in Europe is entering an investment supercycle, with manufacturing and electronics identified as strategic bottlenecks [3] - Kitron's acquisition of DeltaNordic enhances its capabilities in meeting the demands of modern defense platforms [3] Operational Strength - Kitron emphasizes its strong financial position, unified operational model, and global footprint, allowing for efficient movement of resources and collaboration with customers [5]

Key Takeaways CLS has gained 259.6% over the past year, outpacing FLEX, JBL and its broader industry peers.Celestica is capitalizing on AI-driven demand with new data center switches and storage solutions.CLS raised its 2025 revenue forecast to $12.2B and EPS to $5.90, citing robust networking demand.Celestica Inc. (CLS) has gained 259.6% over the past year compared with the industry’s growth of 112.5%. It has also outperformed peers like Flex Ltd. (FLEX) and Jabil Inc. (JBL) . Flex has gained 63.5% and Jab ...

电子制造服务业（Electronics Manufacturing Services，EMS）是全球电子信息制造体系中最核心的组成部分之一，承担着 电子产品从设计、元器件采购、印制电路板组装到整机制造、测试及物流交付等关键环节。 瑞财经 王敏 12月5日，重庆宇隆光电科技股份有限公司（以下简称"宇隆科技"）创业板IPO获受理，保荐机构为中信证 券，保荐代表人为王家骥、王珺珑。 招股书显示，宇隆科技成立于2014年，专注于新型半导体显示面板领域的智能控制卡及精密功能器件相关产品的研发、 生产及销售，终端应用主要为平板电脑、笔记本电脑、显示器、中大尺寸电视、手机、智能穿戴等消费电子领域。致力 于成为我国智能控制领域最有价值的企业。 EMS业务模式是全球电子制造业目前最主流的业务模式，也是全球电子产业链专业化分工的结果，其产生和发展得益于 全球电子产品制造外包业务的推动。为了降低生产成本和争取更早的新产品上市时间，品牌商将产品生产和部分设计流 程外包给其他企业，EMS行业应运而生，并成为国际电子信息制造业产业链的重要一环。 凭借其在规模化生产、成本控制和供应链协同方面的显著优势，EMS已成为全球电子制造体系高效运转 ...

Core Insights - Foxconn, a major manufacturer for Apple and a key partner for Nvidia, experienced a 26% year-on-year revenue increase in November, driven by rising demand for AI servers [1][2] - The company reported a revenue of NT$844.3 billion (approximately $27 billion) for November, highlighting strong growth in its cloud and networking products [2] - Foxconn is actively involved in the development of AI infrastructure, collaborating with Nvidia and the Taiwanese government on a major AI factory project [3] Company Overview - Foxconn, also known as Hon Hai, is the world's largest contract electronics manufacturer, producing servers for data centers and assembling Apple's iPhone [2] - The company has established itself as a key player in the AI infrastructure sector, providing essential components for AI server racks [2][3] Collaborations and Partnerships - In May, Foxconn announced its collaboration with Nvidia and the Taiwanese government to provide infrastructure for a significant AI factory in Taiwan [3] - OpenAI has also partnered with Foxconn to work on design and manufacturing readiness for next-generation AI infrastructure hardware [4]

Google 布局全栈 AI，服务器、交换机带动高多层 PCB 爆发 20251204 谷歌最新推出 V7 TPU 芯片，预计 2026 年中旬量产。OCS 交换机技术通过光 信号直接传输数据，提高了集群规模和效率。目前已有多家顶尖 AI 实验室和公 司（如 Ethotropic、Meta）签署合约购买谷歌 TPU 芯片，以应对 NVIDIA GPU 竞争。预计 2026 年 TPU 出货量将达到 400 万颗左右。 以 PCB 为例，目 前 V6 TPU 机柜使用 20 多层设计及马七级别覆铜板材料，而 V7 将增加 10 层 左右至 34~36 层，并升级为马九覆铜板树脂及 HVLP3 铜箔，使单价提升两到 三倍。如果展望未来 V8，将可能使用马九或马十覆铜板树脂及 Q 布或 HVLP4/5 涂布，每一代升级都会显著提高价值量。 在服务器、交换机及光模块方面有哪些重要变化？ 摘要 Capex 预期持续上升，算力基础设施建设需求旺盛，服务器、交换机等 设备需求不必过于担心，PCB 环节受益于替代材料和芯片升级，增量空 间巨大。 谷歌在 AI 领域布局全面，拥有全球最大的数据生态，从底层 TPU 芯片 到 A ...

Kimball Electronics, Inc. ( KE ) recently reached a turning point in its strategic evolution, as the company shifted its focus from being an automotive electronics manufacturing services provider to a specialist in medical Contract Manufacturing Organization. The transition is unfolding smoothly, and theI am a dynamic finance professional with a Master’s in Banking & Finance from Université Paris 1 Panthéon-Sorbonne. My investing background mix corporate finance, M&A, and investment analysis, with a focus o ...