Electronics Manufacturing
Search documents
Standex(SXI) - 2026 Q2 - Earnings Call Transcript
2026-01-30 14:32
Standex International (NYSE:SXI) Q2 2026 Earnings call January 30, 2026 08:30 AM ET Company ParticipantsAdemir Sarcevic - CFOChristopher Howe - Head of Investor RelationsDavid Dunbar - CEOConference Call ParticipantsChris Moore - AnalystGary Prestopino - AnalystMatt Koranda - AnalystMike Shlisky - AnalystRoss Sparenblek - AnalystOperatorGood morning, ladies and gentlemen, and welcome to Standex International's Fiscal Second Quarter 2026 Financial Results Conference Call. At this time, all lines are in a lis ...
AI PCB钻孔设备市场及企业情况
势银芯链· 2026-01-30 07:32
"宁波膜智信息科技有限公司"为势银(TrendBank)唯一工商注册实体及收款账户 钻孔工序是指在PCB上加工出各种导通孔,经金属化电镀后成为层与层的连接线路,以实现多 层板的层间互连互通的工艺,主要采用机械钻孔及激光钻孔两大技术,这两类技术主要借由机 械钻孔机和激光钻孔机实现。 激光直接成像设备 显影蚀刻退膜设备 自动光学检测设备 棕化线 压合 冷/热压机 X射线钻靶机 钻孔 镭射钻孔机 机械钻孔机 钻孔研磨机 电镀 PTH沉铜线 垂直连续电镀线 曝光(外层曝光) 激光直接成像系统 贴膜机 显影线 检测(外层蚀刻) 蚀刻退膜线 张膜蚀刻连退锡线 自动光学检测设备 曝光 (焊阻及文字) 激光直接成像设备 烘烤机 主要产品分类及运用场景 PCB上的孔主要分为通孔、盲孔和埋孔三种类型,机械钻孔和激光钻孔常作为互补工艺使用。 一般而言,通孔多采用机械钻孔加工,而盲孔和埋孔则更适合激光钻孔工艺。机械钻孔以钻针 为核心耗材,由于受钻针直径所限,难以实现极小的孔径要求,且在钻孔后还需进行毛刺清 理。相比之下,激光钻孔能够达到更高的加工精度,但需依据基材特性选择CO2激光或紫外 (UV)激光,并需在钻孔前后进行相应处理,因 ...
启动“AI引擎”,塑造产业新未来
Su Zhou Ri Bao· 2026-01-30 00:41
苟日新,日日新,又日新。 昨天(1月29日)下午,2026年昆山市新型工业化推进会暨人工智能创新发展大会举行。这是继 2024年、2025年后,昆山再次以"新型工业化"为主题开启2026年重点工作的新篇。 在这场持续两小时、会聚千人的大会上,"人工智能"与"AI"成为贯穿始终的高频词与核心脉络。对 昆山而言,加快发展人工智能早已不是一道"可选项",而是关乎城市未来竞争力的"生存题",更是抢占 新赛道、构筑新优势的"战略抉择"。会上掷地有声的承诺激荡全场:"所有资金需求,我们全力保障; 所有资金成本,我们协同分担;所有算力缺口,我们统筹补齐;所有空间需要,我们优先供给!" 唯有主动识变、应变、求变,才能在新一轮发展中不掉队、不失速、不褪色。昆山正将人工智能深 度植入产业升级的主脉络,以生态构建与场景落地双轮驱动,高筑县域经济长期高质量发展的"数字护 城河"。 植入AI基因,定义智能产品新形态 在立讯精密的智慧流水线上,一部部即将发往全球的AI手机正进行最终检测。它们的"大脑"能理解 复杂指令,"眼睛"能识别细微瑕疵。包括这款AI手机在内,每天八大类超百款终端产品从昆山发往全球 各地。 "缺什么,招什么",30多 ...
5 Stocks With High ROE to Buy as Markets Bask in Economic Strength
ZACKS· 2026-01-29 17:01
Key Takeaways Five high-ROE stocks were screened using metrics like cash flow, ROA and earnings growth.ANET, GLW, BBVA, TJX, and TEL show strong fundamentals and consistent earnings surprises.All five companies have long-term earnings growth expectations of at least 10.2%.The broader equity markets shrugged off President Trump’s incessant tariff threats and refused to wilt, trading in record territory over the past few days, primarily driven by a tech rally. Several blue-chip tech firms recorded solid gains ...
1 Surprising Reason Why Japanese Stocks Are Going Up
The Motley Fool· 2026-01-29 04:30
Japan's stock market reached all-time highs in 2026 because of some simple regulatory changes behind the scenes.Stocks don't always go up because of a splashy new product launch or a charismatic new CEO. Sometimes stocks go up for unglamorous reasons and subtle shifts behind the scenes. One big example of this is the Japanese stock market.Just in the past few years, Japan's Nikkei 225 index has recovered from several "lost decades" that followed the 1989 stock market crash. The index reached a new all-time ...
Overlooked Stock: LFUS 4-Year High
Youtube· 2026-01-28 22:20
It's time now for overlooked stocks. Shares of Little Fuse are rallying to four-year highs after its earnings report this morning. So, I'm joined by George Sillis, senior markets corresponded to help get us across the details of this.I was unaware of this company admittedly. George, uh, this is obviously in the business of industrial technology manufacturing. Just talk us through exactly what it does, what it told us in these earnings and the reaction we're seeing in the stock today.>> Mhm. Yeah, sure. I me ...
RTX’s Raytheon awards TTM Technologies a multi-year contract for LTAMDS radar components with a potential value of $200 million
Globenewswire· 2026-01-28 21:01
COSTA MESA, Calif., Jan. 28, 2026 (GLOBE NEWSWIRE) -- TTM Technologies, Inc. (NASDAQ: TTMI) (“TTM”) and Raytheon, an RTX business (NYSE: RTX), have reached a multi-year agreement to provide radio frequency assemblies, electronic hardware, and printed circuit boards supporting Raytheon’s Lower Tier Air and Missile Defense Sensor (“LTAMDS”). The potential value is $200 million over a three-year period. This agreement builds on TTM’s support of LTAMDS’ development and production-readiness activities, helping m ...
CTS Corporation Announces Date for Fourth Quarter and Full-Year 2025 Earnings Release and Conference Call
Globenewswire· 2026-01-28 17:25
LISLE, Ill., Jan. 28, 2026 (GLOBE NEWSWIRE) -- CTS Corporation (NYSE: CTS) will release its earnings for the fourth quarter and full-year 2025 at approximately 8:00 a.m. (ET) on Tuesday, February 10, 2026. A conference call to discuss fourth quarter and full-year 2025 results with management is scheduled for Tuesday, February 10, 2026 at 10:00 a.m. (ET). The conference call can be accessed by registering online at CTS Corporation Q4 2025 Earnings Call, at which time registrants will receive dial-in informat ...
A股万亿AI巨头,业绩大幅预增!
证券时报· 2026-01-28 14:45
1月28日晚,A股万亿市值AI巨头工业富联(601138)2025年业绩预告出炉。 工业富联预计2025年全年实现归母净利润351亿元到357亿元,较上年同期增加119亿元到125亿元,同比上升51%到54%,超出市场预期。 展望2026年,郑弘孟表示,公司将坚守"深耕中国、布局全球"战略,持续巩固"技术力、制造力、加工力、整合力"四大核心优势,强组织、定授权、保交 付,以AI 算力产业链为核心,深化布局,整合全球产能资源,优化跨区域供应链协同,强化核心业务竞争力,汇聚全体同仁的智慧与力量,稳步迈向更 高、更远的全球舞台。 截至1月28日收盘,工业富联股价为60.69元/股,总市值达12052亿元。 来源:e公司 责编:叶舒筠 其中,2025年第四季度,工业富联预计实现归母净利润126亿元到132亿元,较上年同期增加45亿元到51亿元,同比上升56%到63%,呈现加速增长趋势。 关于业绩预增的主要原因 工业富联在公告中表示 公司云计算业务持续强劲增长 2025年 云服务商服务器营收同比增长超1 8倍;2025年第四季度 关于业绩预增的主要原因,工业富联在公告中表示,公司云计算业务持续强劲增长,2025年,云服 ...
Bel Fuse Inc. (BELFA): A Bull Case Theory
Yahoo Finance· 2026-01-28 13:56
We came across a bullish thesis on Bel Fuse Inc. on Value & Error’s Substack. In this article, we will summarize the bulls’ thesis on BELFA. Bel Fuse Inc.'s share was trading at $192.34 as of January 27th. BELFA’s trailing and forward P/E were 38.94 and 28.09 respectively according to Yahoo Finance. Tetra Tech (TTEK) Soars 15% Ahead of Dividend Payment Bel Fuse Inc. designs, manufactures, markets, and sells products that power, protect, and connect electronic circuits. BELFA presents a compelling share c ...