从资金流向来看，8月26日主力资金净流出8108.68万元，近五个交易日累计净流出1.10亿元。当日换手 率达到22.62%，显示市场交投较为活跃。 截至8月26日收盘，江南新材报81.25元，较前一交易日下跌2.46元。当日成交量为6.47万手，成交金额 达5.35亿元。盘中曾出现快速反弹，在早盘时段5分钟内涨幅超过2%，最高触及86.50元。 江南新材主要从事电子材料研发与生产，产品应用于消费电子、新能源等领域。公司属于电子元件板 块，同时具有复合集流体、专精特新等概念属性。 风险提示：股市有风险，投资需谨慎。 ...

Malaysia unveiled its own AI processor Monday, joining a global race to build the most sought-after electronic components for artificial intelligence development https://t.co/jEsoRrFykC ...

August 21, 2025 02:36 PM GMT Investor Presentation | Japan M Foundation Electronic Components: Monitoring Demand Shifts from Oct–Dec Onward Apr–Jun results broadly exceeded our forecast; strong demand expected in Jul–Sep. To expand earnings in 2026, a solid foundation must be laid from year-end through New Year. Key Takeaways Morgan Stanley MUFG Securities Co., Ltd.+ Shoji Sato Equity Analyst Shoji.Sato@morganstanleymufg.com +81 3 6836-8404 Sota Harashima Equity Analyst Sota.Harashima@morganstanleymufg.com ...

Group 1: Key Companies - Yundom Precision is a global provider of integrated solutions in "R&D + manufacturing + services" for wind power equipment components and also manufactures precision structural parts for the wind power and semiconductor industries [1] - Nantong Haixing Electronics is a listed company and market leader in China's aluminum electrode foil sector, with its flagship product holding a leading global market share [2] Group 2: Industry Development - Pingchao Town is home to 104 enterprises above the designated scale and 2 listed companies, indicating a robust industrial presence [3] - The local government plans to establish a 30-square-kilometer Science and Technology Innovation Zone, focusing on three major industrial clusters: electronic components, intelligent equipment, and new energy [3]

ORLANDO, Fla., Aug. 12, 2025 /PRNewswire/ -- M-tron Industries, Inc. (NYSE American: MPTI, MPTI WS) ("Mtron" or the "Company"), a U.S.-based designer and manufacturer of highly-engineered electronic components and solutions for the aerospace and defense, avionics, and space industries, announced strong financial results for the three and six months ended June 30, 2025. "We're pleased to report strong revenue growth, an indicator of the value our products and solutions are delivering to our customers," said ...

Core Insights - Knowles reported Q2 2025 earnings with revenue of $145.9 million and non-GAAP EPS of $0.24, both exceeding analyst expectations of $139.75 million and $0.23 respectively [1][2] - The company demonstrated strong cash generation with adjusted free cash flow increasing by 70.7% year-over-year to $39.6 million [6] - The Precision Devices segment showed robust demand, contributing to the overall revenue outperformance [5] Financial Performance - Non-GAAP EPS increased by 20.0% from $0.20 in Q2 2024 to $0.24 in Q2 2025 [2] - Revenue grew by 7.9% year-over-year from $135.2 million in Q2 2024 to $145.9 million in Q2 2025 [2] - Non-GAAP gross profit reached $64.5 million, up from $59.8 million in Q2 2024, reflecting a 7.9% increase [2] Business Segments - Knowles operates primarily in two segments: Precision Devices, focusing on critical components for medtech and defense, and MedTech and Specialty Audio, providing audio solutions [3][4] - The Precision Devices segment experienced increased order activity and backlog, particularly in medtech and defense applications [5] Strategic Focus - The company is concentrating on high-value end markets, particularly in medtech and defense, to ensure business stability [4] - Strategic investments in R&D and a global manufacturing footprint are key to mitigating risks from tariffs and supply chain disruptions [4] Cash Flow and Profitability - Net cash from operations was $36.4 million, supporting $30 million in share repurchases, indicating a strong cash position of $103.2 million as of June 30, 2025 [6] - Non-GAAP gross margin remained steady at 44.2%, while GAAP gross margin slightly decreased to 41.5% [7] Future Outlook - Management projects Q3 2025 revenue between $144 million and $154 million, with non-GAAP EPS expected to be between $0.29 and $0.33 [9] - Leadership anticipates improvements in gross margins as production mix shifts and capacity utilization increases [9][10]

Core Insights - CTS reported Q2 2025 results with non-GAAP EPS of $0.57 and GAAP revenue of $135.3 million, reflecting a year-over-year revenue increase of 3.8% from $130.2 million in Q2 2024 [1][2] - The adjusted gross margin improved by 2.9 percentage points to 38.7% compared to Q2 2024, indicating ongoing progress in margin expansion and profitability [1][2][5] - The company is focusing on diversification in industrial, medical, and aerospace/defense sectors to mitigate risks associated with transportation market fluctuations [4][7] Financial Performance - Non-GAAP free cash flow increased significantly from $15.0 million in Q2 2024 to $25.1 million in Q2 2025, showcasing strong cash generation capabilities [2][6] - Adjusted EBITDA margin rose to 23.0%, up 1.3 percentage points from the previous year, reflecting improved profitability metrics [2][5] - Revenue from the medical and aerospace/defense markets showed strong volume gains, while transportation revenue faced challenges due to softer demand in China and increased competition [7][8] Business Strategy - CTS has shifted its strategy to prioritize growth in industrial, medical, and aerospace/defense sectors, which helps offset risks from declining transportation sales [4] - The company emphasizes continuous innovation, disciplined cost management, and a strong pipeline of new program wins in targeted growth markets as key success factors [4] - Management is focused on M&A-driven growth and shareholder returns, with planned capital expenditures expected to be approximately 4% of sales for FY2025 [10] Outlook - CTS maintains its fiscal 2025 guidance, expecting GAAP net sales between $520 million and $550 million and non-GAAP adjusted diluted EPS of $2.20 to $2.35 [9] - Investors should monitor margin performance, customer concentration dilution, and the pace of end-market diversification, as these factors will be critical for future performance [11]

Financial Performance - Revenue reached $135 million, a 4% increase compared to the same period last year[9] - Adjusted Gross Margin improved by 296 bps to 38.7%[9, 36] - Adjusted Diluted EPS increased by 7% to $0.57[9, 36] - Operating cash flow generated was $28 million[12] End Markets - Diversified end markets (industrial, aerospace & defense, and medical) saw revenue increase by 13% year-over-year and accounted for 55% of total revenue[12, 39] - Medical sales in Q2 were $19 million, up 8% year-over-year[19] - Aerospace & Defense sales in Q2 were $21 million, up 34% year-over-year[19] - Industrial sales in Q2 were $34 million, up 6% year-over-year[27] - Transportation end market revenue decreased by (6)% year-over-year due to lower commercial vehicle sales and softness in China[12, 39] Bookings and Outlook - The company's total booked business in the transportation sector is approximately $1 billion at the end of Q2 2025[27] - FY 2025 revenue is projected to be between $520 million and $550 million[29] - FY 2025 Adjusted Diluted EPS is projected to be between $220 and $235[29]

LISLE, Ill., July 24, 2025 (GLOBE NEWSWIRE) -- CTS Corporation (NYSE: CTS), a leading global designer and manufacturer of custom engineered solutions that “Sense, Connect and Move,” today announced second quarter 2025 results. “We delivered another quarter of double-digit sales growth in the diversified end markets and achieved solid profitability with adjusted EBITDA margin expanding 130 basis points. We also generated strong operating cash flow in the quarter,” said Kieran O’Sullivan, CEO of CTS Corporati ...

July 21, 2025 02:56 PM GMT Electronic Components | Japan US Marketing Trip: A Lot of Investor Interest in HDDs in Addition to AI/Computing Jul 14-17 saw us visit 18 institutional investors in the US. We found high expectations for Ibiden earnings growth mid term but concerns for the near term. We also found high interest in issues such as Murata's potential to boost earnings growth and bottlenecks for NL-HDD production growth. Key theme was AI/computing: The following firms are expected to benefit from grow ...