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]

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In "long context," investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even though momentum is a popular stock characte ...

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Celestica (CLS) , which belongs to the Zacks Electronics - Manufacturing Services industry.This electronics manufacturing services company has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 10.10%.For the most recent quarter, Celestic ...

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]

Company Overview - Sanmina (SANM) shares increased by 22.7% in the last trading session, closing at $140, with significantly higher trading volume compared to normal sessions. This follows a 5.7% decline over the past four weeks [1] - The company provides end-to-end solutions through a vertically integrated manufacturing process, managing all components in-house from initial phases to final products, which enhances operational flexibility and responsiveness [2] Growth Strategy - Sanmina focuses on expanding into high-growth industries, leveraging its strong global network and deep expertise in advanced electronics manufacturing. Building strong customer relationships through high-level service is a key strategy for commercial expansion [3] Financial Performance Expectations - The company is projected to report quarterly earnings of $1.57 per share, reflecting a year-over-year increase of 9.8%. Expected revenues are $2.05 billion, up 1.6% from the same quarter last year [4] - The consensus EPS estimate for Sanmina has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [5] Industry Context - Sanmina operates within the Zacks Electronics - Manufacturing Services industry, where Plexus (PLXS), another company in the same sector, closed 2.5% higher at $148.85, with a 4.5% return over the past month [5]

Celestica (CLS) ended the recent trading session at $251.69, demonstrating a +2.16% change from the preceding day's closing price. The stock outperformed the S&P 500, which registered a daily gain of 0.34%. Elsewhere, the Dow saw an upswing of 0.09%, while the tech-heavy Nasdaq appreciated by 0.42%. Coming into today, shares of the electronics manufacturing services company had gained 22.8% in the past month. In that same time, the Computer and Technology sector gained 8.07%, while the S&P 500 gained 3.54%. ...

Corporate Earnings Overview - Corporate earnings are a primary driver of stock market returns, with the current bull market supported by a resilient corporate backdrop, particularly in the tech sector due to an investment boom in artificial intelligence [1][2] - Total earnings growth in Q2 was 12.5% year-over-year, with revenues up 6.2%, both exceeding estimates, indicating strong corporate performance despite concerns like tariffs [3][4] - S&P 500 earnings for Q3 are expected to rise by 5.1% year-over-year, with a 6% increase in revenues, although this reflects a deceleration compared to Q3 2024 [5] Earnings Revisions and Outlook - The trend of earnings estimate revisions for Q3 has been mainly positive since April-May, with increases noted in sectors like technology and financials, which is seen as a bullish sign [7] - Annual S&P 500 earnings are projected to increase by 9.3% in 2025, supported by a 4.1% rise in revenues, with expectations for accelerated growth in the coming years [9][10] Company-Specific Insights - Jabil (JBL) reported fiscal Q4 earnings of $3.29 per share, surpassing estimates by 11.5%, with revenues of $8.25 billion, exceeding consensus by 7.67% [13][14] - Costco (COST) is expected to report fiscal Q4 earnings of $5.81 per share, reflecting a 12.8% growth year-over-year, with revenues projected at $86.23 billion [16][20] - Costco's performance will provide insights into membership trends and consumer behavior, particularly in a value-focused retail environment [17][20]

Financial Performance - Jabil reported quarterly earnings of $3.29 per share, exceeding the Zacks Consensus Estimate of $2.95 per share, and up from $2.30 per share a year ago, representing an earnings surprise of +11.53% [1] - The company posted revenues of $8.25 billion for the quarter ended August 2025, surpassing the Zacks Consensus Estimate by 7.67%, compared to $6.96 billion in the same quarter last year [2] Market Performance - Jabil shares have increased approximately 56.6% since the beginning of the year, significantly outperforming the S&P 500's gain of 12.9% [3] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $2.47 on revenues of $7.47 billion, and for the current fiscal year, it is $10.97 on revenues of $30.72 billion [7] - The Zacks Industry Rank indicates that the Electronics - Manufacturing Services sector is in the top 19% of over 250 Zacks industries, suggesting a favorable outlook for companies within this sector [8]

Company Performance - Celestica's stock closed at $257.64, reflecting a +1.12% increase, outperforming the S&P 500's loss of 0.55% on the same day [1] - Over the past month, Celestica's shares have increased by 32.08%, significantly surpassing the Computer and Technology sector's gain of 9.88% and the S&P 500's gain of 3.64% [1] Earnings Forecast - Celestica is expected to report earnings on October 27, 2025, with projections of $1.45 per share, indicating a year-over-year growth of 39.42% [2] - The consensus estimate for revenue is projected at $3 billion, representing a 19.99% growth compared to the same quarter last year [2] Full Year Estimates - For the full year, earnings are projected at $5.55 per share and revenue at $11.63 billion, reflecting increases of +43.04% and +20.61% respectively from the previous year [3] - Recent adjustments to analyst estimates indicate confidence in Celestica's business performance and profit potential [3] Analyst Ratings - The Zacks Rank system currently rates Celestica as 1 (Strong Buy), which has historically outperformed with an average annual gain of +25% since 1988 [5] - Over the past month, the Zacks Consensus EPS estimate for Celestica has remained stable [5] Valuation Metrics - Celestica is trading with a Forward P/E ratio of 45.91, which is a premium compared to its industry's Forward P/E of 20.71 [6] - The Electronics - Manufacturing Services industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 50, placing it in the top 21% of over 250 industries [6]

Group 1 - Celestica's stock closed at $247.66, reflecting a -2.65% change from the previous day, underperforming the S&P 500's loss of 0.1% [1] - The stock has increased by 37.71% over the past month, outperforming the Computer and Technology sector's gain of 5.94% and the S&P 500's gain of 2.57% [1] - The upcoming earnings report on October 27, 2025, is expected to show an EPS of $1.45, a 39.42% increase year-over-year, with projected revenue of $3 billion, a 19.99% rise from the same quarter last year [2] Group 2 - Full-year Zacks Consensus Estimates predict earnings of $5.55 per share and revenue of $11.63 billion, indicating year-over-year increases of +43.04% and +20.61%, respectively [3] - Recent analyst estimate changes for Celestica suggest a positive outlook for the business, as these revisions are often correlated with near-term stock price movements [4][3] - Celestica currently holds a Zacks Rank of 1 (Strong Buy), with a Forward P/E ratio of 45.84, indicating a premium compared to the industry average Forward P/E of 19.53 [5] Group 3 - The Electronics - Manufacturing Services industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 18, placing it in the top 8% of over 250 industries [6] - The Zacks Industry Rank assesses the performance of industry groups based on the average Zacks Rank of individual stocks, with the top 50% rated industries outperforming the bottom half by a factor of 2 to 1 [6]