The recent announcement of a 50% US tariff on copper imports effective August 1st is set to significantly disrupt the outlook for this vital metal across multiple sectors. Copper prices in the US have already surged to record highs. Electronics manufacturers, which rely on copper for circuit boards and other components, face higher production costs, which could lead to increased prices for consumer goods such as smartphones and appliances.Transportation equipment, especially electric vehicles, which use thr ...

SAN JOSE, Calif., July 21, 2025 /PRNewswire/ -- Sanmina Corporation (NASDAQ: SANM) announced today that it will host its third quarter fiscal 2025 earnings conference call on Monday, July 28, 2025 at 5:00 PM ET. The live webcast presentation and supporting materials will be available on the Sanmina website at www.sanmina.com in the Investor Relations section. A webcast replay will be available at the same location upon the conclusion of the event.About SanminaSanmina Corporation, a Fortune 500 company, is a ...

Group 1: Company Performance - In Q1 2025, the company achieved a revenue of 95,984.87 million yuan, representing a year-on-year growth of 27.89% [3] - The net profit attributable to shareholders was 11,677.35 million yuan, with a significant increase of 83.60% compared to the previous year [3] Group 2: Product Development - The company has developed a comprehensive product matrix covering various PCB markets, including multilayer boards, HDI boards, and IC packaging substrates [3] - New innovative products, such as the CCD six-axis independent drilling machine and CO2 laser drilling machine, have gained market recognition and are now in mass production [3][5] Group 3: Industry Trends - The global PCB industry is expected to grow by 7.6% in 2025, driven by the AI industry chain and the recovery of consumer electronics [4] - The compound annual growth rate (CAGR) for the PCB industry from 2024 to 2029 is projected at 5.2%, with a production CAGR of 6.8% [4] Group 4: Market Dynamics - The Southeast Asian PCB market, particularly in Thailand, is expected to see a CAGR of 7.1% from 2024 to 2029, surpassing China's growth rate of 4.3% [4] - The demand for high-value-added products, such as six-axis independent CCD laser drilling machines, is increasing in overseas markets, enhancing the company's sales and profit potential [7]

HONG KONG, July 17, 2025 /PRNewswire/ -- CCSC Technology International Holdings Limited (the "Company" or "CCSC") (Nasdaq: CCTG), a Hong Kong-based company that engages in the sale, design and manufacturing of interconnect products, including connectors, cables and wire harnesses, today announced its financial results for the fiscal year ended March 31, 2025.Mr. Kung Lok Chiu, Chief Executive Officer and Director of the Company, commented, "Fiscal year 2025 was a year of growth and global expansion, as we s ...

It has been about a month since the last earnings report for Jabil (JBL) . Shares have added about 6.7% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Jabil due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers.Jabil Q3 Earnings Surpass Estimates on Solid Demand, Guidance ...

Core Industry Insights - The electronics manufacturing services (EMS) industry is highly competitive and rapidly evolving, driven by factors such as AI, data center expansion, consumer electronics growth, 5G adoption, IoT proliferation, and automotive innovation [4] - Both Celestica Inc. and Jabil Inc. are strategically positioned in this evolving EMS landscape, with domain-specific expertise in core areas [4] Jabil Inc. Highlights - Jabil is experiencing significant growth in AI-related revenues, projected to reach $8.5 billion by 2025, reflecting a 50% year-over-year growth [5] - The AI data center market is expected to grow from $15.02 billion in 2024 to $93.60 billion in 2032, with a compound annual growth rate of 26.8% [6] - Jabil plans to invest $500 million in the Southeast U.S. to expand manufacturing capabilities and workforce development for the cloud and AI data center infrastructure market [6] - The company generated $326 million in adjusted free cash flow in Q3 and anticipates over $1.2 billion in adjusted free cash flow for the full year 2025, indicating efficient working capital management [7] - Jabil faces challenges from weak demand in renewable energy and EV verticals, as well as competition from Celestica and others [8] Celestica Inc. Highlights - Celestica is witnessing growth in its Connectivity & Cloud Solutions (CCS) segment, driven by strong demand for 400G and 800G switches [9][10] - The company is focusing on product diversification and innovation, with strategic collaborations with industry leaders like AMD and Broadcom expected to yield long-term benefits [10] - Celestica's strong R&D capabilities allow it to produce high-volume electronic products and complex technology infrastructure products [11] - The introduction of innovative products, such as the ES1500 enterprise access switch, positions Celestica for long-term growth [12] - However, the company faces margin pressures due to intensifying competition and significant customer concentration risk [13] Financial Performance and Valuation - Jabil's 2025 sales are estimated to grow by 0.58%, with EPS growth of 10.13%, while Celestica's sales and EPS are expected to grow by 13.15% and 30.15%, respectively [14][16] - Over the past year, Celestica's stock has gained 152.6%, while Jabil's has increased by 85.2% [17] - Jabil's shares trade at a forward P/E ratio of 20.42, which is lower than Celestica's 28.98, making Jabil more attractive from a valuation standpoint [17] Investment Outlook - Jabil holds a Zacks Rank 1 (Strong Buy), while Celestica has a Zacks Rank 3 (Hold), indicating a stronger investment outlook for Jabil [19][21] - Both companies are expected to benefit from the growing AI proliferation across industries, but Jabil's broader portfolio, robust cash flow, and strategic investments provide it with a competitive edge [21]

Core Viewpoint - CTS Corporation is set to release its second quarter 2025 earnings on July 24, 2025, at 8:00 a.m. (ET) [1] Group 1: Earnings Release Information - The earnings release for the second quarter 2025 will occur on July 24, 2025, at approximately 8:00 a.m. (ET) [1] - A conference call to discuss the results is scheduled for the same day at 10:00 a.m. (ET) [2] - Dial-in numbers for the conference call include +1-833-470-1428 (Toll-Free) and +1-404-975-4839 (Local) for U.S. callers [2] Group 2: Webcast and Archiving - A live audio webcast of the conference call will be available on the Investors section of the CTS Corporation website [3] - The webcast will be archived for one year for future access [3] Group 3: Company Overview - CTS Corporation is a leading designer and manufacturer of products that Sense, Connect, and Move [4] - The company produces sensors, actuators, and electronic components across North America, Europe, and Asia [4] - CTS serves various markets including aerospace/defense, industrial, medical, and transportation [4]

Core Insights - Wall Street continues its upward trend, primarily driven by the technology sector's adoption of generative AI, despite some challenges in early 2025 [2] - Three technology companies have seen significant earnings estimate revisions, indicating positive market expectations [3] Company Summaries Dell Technologies Inc. (DELL) - DELL has experienced strong demand for AI servers, securing $12.1 billion in AI server orders, which has created a robust backlog [5][9] - The company is expanding its cloud services and AI infrastructure through its APEX platform, which offers multi-cloud solutions [7] - DELL's expected revenue and earnings growth rates for the current year are 8.7% and 16%, respectively, with a recent 0.1% improvement in earnings estimates [8] Jabil Inc. (JBL) - JBL benefits from momentum in capital equipment and AI-powered data center infrastructure, with an 8.4% increase in next-year EPS estimates [9][12] - The company maintains high free cash flow, indicating efficient financial management and operational efficiency [11] - Expected revenue and earnings growth rates for JBL are 5.8% and 17.8%, respectively, for the next fiscal year [12] Credo Technology Group Holding Ltd. (CRDO) - CRDO specializes in high-performance serial connectivity solutions, with its Active Electrical Cables (AEC) gaining traction in the data center market [14] - The company has seen a 37% increase in earnings estimates over the last 60 days, with expected revenue and earnings growth rates of 85.8% and over 100% for the current year [19] - CRDO's product lines, including PCIe retimers and Ethernet retimers, are experiencing robust demand, particularly in AI server applications [17][18]

Core Viewpoint - Bel Fuse Inc. is set to release preliminary financial results for the second quarter on July 24, 2025, with a conference call scheduled for July 25, 2025, at 8:30 a.m. ET [1] Company Overview - Bel Fuse Inc. designs, manufactures, and markets a wide range of products that power, protect, and connect electronic circuits [2] - The company's products are utilized in various industries, including defense, commercial aerospace, networking, telecommunications, computing, general industrial, high-speed data transmission, transportation, and eMobility [2] - Bel's product categories include Power Solutions and Protection, Connectivity Solutions, and Magnetic Solutions, with operations in facilities worldwide [2]

Core Insights - The drone technology sector is experiencing significant growth, with advancements making drones essential across various industries [1] Company Summaries Jabil Inc. (JBL) - Jabil holds a Zacks Rank 1 and has seen substantial benefits from strong momentum in capital equipment, AI-powered data center infrastructure, cloud, and digital commerce [5] - The company emphasizes product diversification, aiming for no single product or family to exceed 5% of operating income or cash flows in any fiscal year [5] - Jabil's expected revenue and earnings growth rates for the next year are 5.8% and 17.8%, respectively, with a recent 8.4% improvement in the Zacks Consensus Estimate for next-year earnings [7] HEICO Corp. (HEI) - HEICO also holds a Zacks Rank 1, benefiting from increased orders for aftermarket replacement parts and repair services due to rising air travel [8] - The company anticipates strong order flows for its defense products, supported by a projected 13% increase in the U.S. defense budget to $1.01 trillion for fiscal 2026 [9] - HEICO's expected revenue and earnings growth rates for the current year are 13.2% and 23.7%, respectively, with a slight 0.2% improvement in the Zacks Consensus Estimate for current-year earnings [10] L3Harris Technologies Inc. (LHX) - L3Harris has a Zacks Rank 2 and benefits from solid U.S. budget funding, which is expected to enhance its revenues [11] - The company is experiencing strong demand for its defensive solutions from various regions, including Asia-Pacific and Latin America, and is involved in the U.S. administration's Golden Dome initiative [11] - L3Harris's expected revenue and earnings growth rates for the current year are 1% and -20%, respectively, with a 0.1% improvement in the Zacks Consensus Estimate for current-year earnings [12]