Core Insights - Sanmina Corporation (SANM) is experiencing solid revenue growth, with net sales increasing to $2.09 billion from $2.01 billion year-over-year, surpassing the Zacks Consensus Estimate by $46 million [1][8] Group 1: Company Overview - Sanmina's comprehensive portfolio includes product designing, manufacturing, assembling, testing, and aftermarket support, allowing customers to rely on a single partner throughout the product lifecycle [2] - The company's end-to-end approach and dynamic manufacturing capabilities enable it to navigate global volatility and supply-chain disruptions, making it a preferred choice for organizations [2][8] - Sanmina has a strong presence across multiple end markets, including medical, defense, aerospace, communication, cloud infrastructure, automotive, industrial, and energy, which enhances its business resilience [3][8] Group 2: Growth Potential - The company is prioritizing expansion into high-growth industries, supported by its strong global network and expertise in advanced electronics manufacturing, with projected revenues of $3.1 billion, indicating a year-over-year growth of 54.51% [4] - Earnings estimates for Sanmina for 2025 and 2026 have increased over the past 60 days, reflecting positive market sentiment [10] Group 3: Competitive Landscape - Sanmina faces competition from Jabil, Inc. (JBL) and Celestica Inc. (CLS) in the electronic manufacturing services industry, with Jabil reporting revenues of $8.3 billion, up from $6.96 billion year-over-year, driven by demand in various sectors [5] - Celestica reported quarterly revenues of $3.19 billion, up 27.8% year-over-year, with growth driven by hyperscale customer demand for networking products [6] Group 4: Financial Performance - Sanmina's shares have gained 108.1%, outperforming the Electronics - Manufacturing Services industry's growth of 98.3% [7] - The company's shares currently trade at 15.81 times forward 12-month earnings, which is lower than the industry average [9]

A month has gone by since the last earnings report for Sanmina (SANM) . Shares have lost about 5.8% in that time frame, underperforming the S&P 500.Will the recent negative trend continue leading up to its next earnings release, or is Sanmina due for a breakout? Well, first let's take a quick look at its most recent earnings report in order to get a better handle on the recent catalysts for Sanmina Corporation before we dive into how investors and analysts have reacted as of late.Sanmina Q4 Earnings Surpass ...

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, with the aim of buying high and selling higher, capitalizing on established price movements [1] Company Overview: Sanmina (SANM) - Sanmina currently holds a Momentum Style Score of B, indicating a favorable momentum characteristic [2] - The company has a Zacks Rank of 1 (Strong Buy), suggesting strong potential for outperformance in the market [3] Performance Metrics - Over the past week, Sanmina's shares have increased by 24.27%, significantly outperforming the Zacks Electronics - Manufacturing Services industry, which rose by only 0.68% [5] - In a longer timeframe, Sanmina's shares have risen by 39.15% over the past month, compared to the industry's 21.64% [5] - Over the last three months, Sanmina's shares have increased by 48.56%, and they have surged by 109.2% over the past year, while the S&P 500 has only moved 7.27% and 15.21% respectively [6] Trading Volume - Sanmina's average 20-day trading volume is 767,784 shares, which serves as a bullish indicator when combined with rising stock prices [7] Earnings Outlook - In the past two months, two earnings estimates for Sanmina have been revised upwards, while none have been revised downwards, leading to an increase in the consensus estimate from $6.94 to $9.64 [9] - For the next fiscal year, one estimate has moved upwards with no downward revisions noted [9] Conclusion - Given the strong performance metrics and positive earnings outlook, Sanmina is positioned as a 1 (Strong Buy) stock with a Momentum Score of B, making it a compelling investment opportunity [11]

Company Performance - Jabil (JBL) closed at $209.22, reflecting a -5.03% change from the previous day, underperforming the S&P 500's loss of 1.17% [1] - Over the last month, Jabil's shares increased by 8.96%, outperforming the Computer and Technology sector's gain of 5.49% and the S&P 500's gain of 2.12% [1] Upcoming Earnings - Jabil is expected to report an EPS of $2.7, representing a 35% increase compared to the same quarter last year [2] - Revenue is anticipated to reach $8.01 billion, indicating a 14.6% increase from the same quarter last year [2] Annual Forecast - Zacks Consensus Estimates project earnings of $11.05 per share and revenue of $31.32 billion for the year, reflecting changes of +13.33% and +5.09% respectively compared to the previous year [3] - Recent analyst estimate revisions suggest a positive outlook for Jabil's business [3][4] Valuation Metrics - Jabil is currently trading at a Forward P/E ratio of 19.94, which is below the industry average of 20.08, indicating a discount [6] - The company has a PEG ratio of 1.43, compared to the industry average PEG ratio of 1.37 [7] Industry Context - The Electronics - Manufacturing Services industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 96, placing it in the top 39% of over 250 industries [8] - Strong industry rankings correlate with better performance, with the top 50% rated industries outperforming the bottom half by a factor of 2 to 1 [8]

Core Insights - Celestica Inc. is a key player in the Electronics - Manufacturing Services industry, providing design, manufacturing, and supply chain solutions across various sectors, including communications and cloud markets [1] Financial Performance - TD Securities maintained a "Hold" rating for Celestica, raising its price target from $238 to $305, reflecting strong financial performance and positive market sentiment [2] - The company's stock price surged by 6.78%, reaching a peak increase of 17.8%, following the release of third-quarter results [3][6] - Celestica reported non-GAAP adjusted earnings per share of $1.58 on revenue of $3.19 billion, exceeding Wall Street's expectations of $1.49 per share on $3.04 billion in revenue [3][6] - Quarterly net earnings reached $267.8 million, or $2.31 per share, a significant increase from $89.5 million, or 75 cents per share, in the same quarter last year [5] Revenue Growth - The company's revenue increased by 27.6% year-over-year, driven by the Connectivity & Cloud Solutions segment, which grew by 43.2% due to strong demand in communications and increased sales of hyperscale hardware [4][6] - Celestica's management raised its full-year revenue outlook to $12.2 billion, along with stronger projections for earnings and free cash flow [4] Market Position - Celestica's market capitalization stands at approximately $37.55 billion, with a trading volume of 7.7 million shares [5]

Core Insights - Celestica reported quarterly earnings of $1.58 per share, exceeding the Zacks Consensus Estimate of $1.47 per share, and showing a year-over-year increase from $1.04 per share [1] - The company achieved revenues of $3.19 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 5.62% and up from $2.5 billion a year ago [2] - Celestica's stock has increased by approximately 221.4% since the beginning of the year, significantly outperforming the S&P 500's gain of 15.5% [3] Earnings Performance - The company has surpassed consensus EPS estimates three times over the last four quarters [2] - The recent earnings surprise was +7.48%, following a previous surprise of +12.1% [1][2] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $1.51 on revenues of $3.09 billion, and for the current fiscal year, it is $5.58 on revenues of $11.66 billion [7] - The estimate revisions trend for Celestica was favorable ahead of the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6] Industry Context - The Electronics - Manufacturing Services industry is currently ranked in the top 18% of over 250 Zacks industries, suggesting a favorable outlook for stocks within this sector [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Company Performance - Jabil (JBL) ended the recent trading session at $212.44, demonstrating a +2.84% change from the preceding day's closing price, outpacing the S&P 500's 0.79% gain [1] - Prior to today's trading, shares of Jabil had lost 1.73%, lagging behind the Computer and Technology sector's gain of 1.2% and the S&P 500's gain of 1.27% [1] Upcoming Earnings - Jabil is projected to report earnings of $2.7 per share, representing year-over-year growth of 35% [2] - The latest consensus estimate expects revenue to be $8.01 billion, showing a 14.6% increase compared to the year-ago quarter [2] Full-Year Estimates - Zacks Consensus Estimates call for earnings of $11.05 per share and revenue of $31.32 billion, representing year-over-year changes of +13.33% and +5.09%, respectively [3] - Recent modifications to analyst estimates for Jabil reflect the latest near-term business trends, with positive revisions indicating a favorable business outlook [3] Valuation Metrics - Jabil currently has a Forward P/E ratio of 18.69, indicating a discount compared to its industry's Forward P/E of 19.58 [5] - The company holds a PEG ratio of 1.34, compared to the Electronics - Manufacturing Services industry's average PEG ratio of 1.29 [6] Industry Context - The Electronics - Manufacturing Services industry is part of the Computer and Technology sector, currently holding a Zacks Industry Rank of 38, placing it in the top 16% of all 250+ industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] Company Overview: Celestica (CLS) - Celestica currently holds a Momentum Style Score of B and a Zacks Rank of 2 (Buy), indicating strong potential for outperformance in the market [2][3] - The stock has shown significant price increases, with a 13.43% rise over the past week, outperforming the Zacks Electronics - Manufacturing Services industry, which increased by 11.09% during the same period [5] - Over the past quarter, CLS shares have risen by 41.46%, and over the last year, they have surged by 316.15%, while the S&P 500 has only moved 6.22% and 17.55%, respectively [6] Trading Volume - The average 20-day trading volume for CLS is 2,582,815 shares, which serves as a bullish indicator when combined with rising stock prices [7] Earnings Outlook - In the last two months, one earnings estimate for CLS has increased, raising the consensus estimate from $5.55 to $5.58, with two upward revisions for the next fiscal year and no downward revisions [9] Conclusion - Considering the positive momentum indicators and earnings outlook, CLS is positioned as a promising stock to watch for near-term gains, supported by its 2 (Buy) rating and Momentum Score of B [11]

Core Insights - Celestica (CLS) is positioned to continue its earnings-beat streak, having a history of exceeding earnings estimates, particularly in the last two reports [1][2] - The company has an average surprise of 10.10% over the past two quarters, with the most recent earnings reported at $1.39 per share, surpassing the expected $1.24 by 12.10% [2][5] - Recent estimates for Celestica have been increasing, with a positive Earnings ESP of +2.49%, indicating bullish sentiment among analysts [5][8] Earnings Performance - In the previous quarter, Celestica reported earnings of $1.20 per share against an expectation of $1.11, resulting in a surprise of 8.11% [2] - The upcoming earnings report is anticipated on October 27, 2025, with expectations for continued strong performance [8] Earnings ESP and Zacks Rank - The Zacks Earnings ESP metric suggests that stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of beating consensus estimates [6][7] - Celestica's current Zacks Rank is 2 (Buy), which, combined with its positive Earnings ESP, indicates a strong likelihood of another earnings beat [8]

Core Viewpoint - Plexus (PLXS) reported quarterly earnings of $2.14 per share, exceeding the Zacks Consensus Estimate of $1.84 per share, and showing an increase from $1.85 per share a year ago, resulting in an earnings surprise of +16.30% [1][2] Financial Performance - The company achieved revenues of $1.06 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.16%, compared to $1.05 billion in the same quarter last year [2] - Over the last four quarters, Plexus has exceeded consensus EPS estimates four times, but has only topped consensus revenue estimates once [2] Stock Performance and Outlook - Plexus shares have declined approximately 3.9% year-to-date, while the S&P 500 has gained 14.5% [3] - The future performance of Plexus stock will largely depend on management's commentary during the earnings call and the trends in earnings estimate revisions [3][4] Earnings Estimates - The current consensus EPS estimate for the upcoming quarter is $1.83 on revenues of $1.06 billion, and for the current fiscal year, it is $7.49 on revenues of $4.31 billion [7] - The estimate revisions trend for Plexus was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Electronics - Manufacturing Services industry, to which Plexus belongs, is currently ranked in the top 18% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]