Earnings Report - Jabil Inc. is set to release its third-quarter earnings results on June 17, with analysts expecting earnings of $2.30 per share, an increase from $1.89 per share in the same period last year [1] - The company projects quarterly revenue of $7.03 billion, compared to $6.76 billion a year earlier [1] Dividend Information - Jabil has signed a memorandum of understanding with AVL Software and Functions GmbH, which may attract investor interest in its dividends [2] - The current annual dividend yield is 0.18%, translating to a quarterly dividend of $0.08 per share, or $0.32 annually [2] - To generate $500 monthly from dividends, an investment of approximately $3,297,000 or around 18,750 shares is required [3] - For a more modest income of $100 per month, an investment of $659,400 or about 3,750 shares is needed [3] Dividend Yield Dynamics - Dividend yield can fluctuate based on changes in the stock price and dividend payments [4][5] - For example, if a stock's price increases, the dividend yield decreases, and vice versa [5] - Changes in dividend payments also affect yield; an increase in dividends raises the yield if the stock price remains constant [6] Stock Performance - Jabil's shares fell by 1.8%, closing at $175.84 on the previous Friday [6]

Key Takeaways CLS margins remain under pressure due to high research and development costs. Temporary U.S. exemptions aid CLS' CCS segment, which includes servers and networking switches. Despite margin headwinds, CLS shares have surged 125.8% over the past year, outpacing its industry.Celestica Inc. (CLS) remains skeptical of the dynamic macro environment owing to trade policy uncertainty. While the business environment remains fluid with frequent policy adjustments, recent announcements have provided ne ...

Group 1 - Jabil Inc. is expected to announce Q3 FY'25 results on June 17, 2025, with earnings projected at approximately $2.30 per share, a 20% increase year-over-year, and revenues around $7 billion, reflecting a 4% year-over-year growth [2] - The company is benefiting from strong performance in capital equipment, cloud and data center infrastructure, and digital commerce end-markets, with AI-related revenue projected to reach $7.5 billion for FY 2025, representing a 40% increase [2] - Jabil currently holds a market capitalization of $20 billion, with recorded revenue of $27 billion over the past twelve months, yielding an operating profit of $1.3 billion and net income of $484 million [2] Group 2 - Historical data indicates that Jabil has had 20 earnings data points over the past five years, with 14 positive one-day returns, resulting in a 70% positive return rate, which drops to 58% when considering the last three years [4] - The median of the 14 positive returns is 5.7%, while the median of the 6 negative returns is -8.0% [4] - There is a strategy to assess the correlation between short-term and medium-term post-earnings returns, which can guide trading decisions based on favorable one-day returns [3]

Company Overview - PMGC Holdings Inc. is a diversified public holding company focused on strategic acquisitions and investments across various industries [7] - The company currently manages a portfolio consisting of three wholly owned subsidiaries: Northstrive Biosciences Inc., PMGC Research Inc., and PMGC Capital LLC [7] Acquisition Details - PMGC has signed a non-binding Letter of Intent to acquire a U.S.-based electronics contract manufacturing company with over 40 years of operational history [1] - The target company generated approximately $699,000 in revenue and $173,000 in adjusted EBITDA in 2024 [3] Target Company Profile - The target company is a full-service provider of high-precision electronics manufacturing and assembly services, established in the 1980s [2] - It offers capabilities such as electrical and mechanical assembly, printed circuit card assembly, functional testing, and electronic component testing, serving a range of commercial and industrial clients [2] Strategic Rationale - The acquisition aligns with PMGC's strategy of acquiring fundamentally strong U.S.-based businesses with durable cash flow and growth potential [4] - PMGC management highlights the target's longstanding customer relationships and strong operational control as key advantages [4] Industry Context - The acquisition occurs amid a renewed national focus on revitalizing domestic manufacturing, supported by federal initiatives like the CHIPS and Science Act [5] - The U.S. electronics manufacturing services sector is positioned for growth as industries prioritize secure, localized, and high-quality production partners [5] - PMGC believes this transaction places the company at the intersection of this movement, providing exposure to a high-integrity operator within the ecosystem [5] Future Outlook - The closing of the acquisition is subject to customary conditions, including due diligence and corporate approvals [6] - This acquisition marks PMGC's second pending acquisition since April, indicating that its M&A strategy is actively progressing [9]

Core Viewpoint - Shenzhen Dazhu CNC Technology Co., Ltd. (Dazhu CNC) has submitted a listing application to the Hong Kong Stock Exchange, with CICC as the exclusive sponsor [2]. Group 1: Company Overview - Dazhu CNC specializes in providing production equipment solutions for PCB manufacturing, focusing on the research, production, and sales of PCB-specific production equipment [4]. - As of June 3, 2023, Dazhu CNC's stock price was 35.54 CNY, with a total market capitalization of 15.123 billion CNY [4]. - According to data from Zhaoshang Consulting, Dazhu CNC is the largest manufacturer of PCB-specific production equipment globally, holding a market share of 6.5% as of 2024 [4]. Group 2: Financial Performance - Dazhu CNC's revenue for the years 2022, 2023, and 2024 is projected to be 2.786 billion CNY, 1.634 billion CNY, and 3.343 billion CNY, respectively [5]. - The net profit for the same years is expected to be 432 million CNY, 136 million CNY, and 300 million CNY, respectively [5]. - The gross profit margins for these years are 34.0%, 29.2%, and 27.2%, indicating a downward trend in profitability [5]. Group 3: Leadership - Gao Yunfeng holds approximately 83.63% of Dazhu CNC's issued share capital through Dazhu Laser, while Dazhu Holdings holds about 0.76% [6]. - Yang Chaohui, with over 20 years of experience in the PCB industry, serves as the Chairman and General Manager of Dazhu CNC, responsible for the company's daily operations and strategic decisions [9].

Flex (FLEX) 2025 Conference June 04, 2025 04:20 PM ET Speaker0 Global Technology Conference. My name is Ruplu Bhattacharya, and I cover EMS companies, electronics manufacturing services companies as part of Bank of America's IT hardware and supply chain equity research team. Today, we have the team from Flex, and I'm honored to have CEO Revathi Advaithi here. Revathi, as you know, has joined the company. I think she joined in 2019, and she's done a phenomenal job on two fronts. One is, like, amazing job on ...

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NEENAH, Wis., June 02, 2025 (GLOBE NEWSWIRE) -- Plexus Corp. (NASDAQ: PLXS) today released its fiscal 2024 Sustainability Report. The report, which is now available on the company’s Sustainability web page, highlights how Plexus’ commitment to sustainability and innovating responsibly is rooted in its values. This strong integration, built upon a foundation of trust and transparency, is driving positive change and supports the company in fulfilling its vision of helping to create the products that build a b ...

Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers.Looking at the history of these trends, perhaps none is more beloved than value investing. This strategy simply looks to identify companies that are being undervalued by the ...

Core Viewpoint - Celestica Inc. and Plexus Corp are prominent players in the electronics manufacturing services (EMS) industry, each with distinct strengths and challenges in their respective market segments [1][2][3]. Group 1: Company Overview - Celestica is one of the largest EMS companies globally, providing a wide range of manufacturing and supply-chain solutions to various industries [1]. - Plexus specializes in electronic contract manufacturing services across multiple sectors, including Healthcare, Industrial, and Aerospace/Defense [2]. Group 2: Competitive Dynamics - Plexus is experiencing growth in the Healthcare/Life Sciences and Aerospace/Defense sectors, driven by strong customer demand and program ramps [4]. - Celestica is capitalizing on the growing AI demand, with products like the SC6100 storage controller and DS4100 switch gaining traction in enterprise applications [7]. Group 3: Financial Metrics - Plexus has a debt-to-capital ratio of 0.13, significantly lower than the industry average of 0.46, indicating strong financial health [5]. - Celestica's debt-to-capital ratio stands at 0.37, also below the industry average, with a current ratio of 1.43, reflecting good liquidity [9]. Group 4: Growth Estimates - The Zacks Consensus Estimate projects Celestica's 2025 sales and EPS to grow by 13.15% and 30.15%, respectively [12]. - For Plexus, the 2025 sales growth is estimated at 2.64%, with EPS growth at 20.98%, although the EPS estimate for 2026 is trending downward [12]. Group 5: Price Performance - Over the past year, Celestica's stock has increased by 112.4%, outperforming the industry growth of 46.7%, while Plexus has gained 15.2% [14]. - Plexus shares trade at a forward P/E ratio of 17.98, lower than Celestica's 20.69, making Plexus appear more attractive from a valuation perspective [16]. Group 6: Investment Outlook - Celestica's focus on AI and cloud technologies has led to impressive revenue and EBITDA growth, positioning it as a more favorable investment option compared to Plexus, which faces challenges [18].