Key Takeaways Corning beat Q4 EPS and revenue estimates, with optical communications sales up 24.3% year over year. GLW is positioned for AI-driven data center growth with high-speed optical fiber, cables and connectors.Corning raised its Springboard targets and sees up to $11B in incremental annualized sales by 2028.Corning Inc. (GLW) – a giant communication components manufacturer – reported strong fourth-quarter 2025 earnings results. Adjusted earnings per share (EPS) of $0.72 surpassed the Zacks Consens ...

Corning Incorporated (NYSE:GLW) is one of the stocks in focus as Jim Cramer shared his weekly game plan. Cramer noted how he spoke of the company during the latest monthly Investing Club meeting, as he said: CNBC Investing Club members, look out. You’re going to be flooded with emails Wednesday because Charitable Trust holdings, Danaher, Starbucks, GE Vernova, Microsoft, Meta, and Corning all report. Let me give you a preview… We had our investing club monthly meeting yesterday, and I spoke positively abo ...

Core Insights - The importance of cash flow generation is emphasized as a critical factor for a company's existence, development, and success, especially amid global economic uncertainty [2][4] - Companies with positive cash flow can meet obligations, reinvest, and return wealth to shareholders, while negative cash flow indicates liquidity issues [4][5] - A focus on companies with increasing cash flow is essential for identifying potential investment opportunities [5][6] Company Analysis - DNOW Inc. (DNOW), Pursuit Attractions and Hospitality, Inc. (PRSU), Riley Exploration Permian, Inc. (REPX), and RF Industries, Ltd. (RFIL) are highlighted as strong picks due to improving cash flow trends [3][8] - DNOW has an expected earnings growth rate of 20.5% for 2026, with a consensus estimate revised upward by 8.7% over the past 30 days, and holds a VGM Score of A [9] - PRSU's earnings per share estimates for 2025 and 2026 have improved by 1.6% and 10.3% respectively over the past 60 days, with a VGM Score of B [10] - REPX's earnings per share estimates for 2025 and 2026 have increased by 5.0% and 14.2% respectively over the past 60 days, also holding a VGM Score of B [11] - RFIL's fiscal 2026 earnings estimate has been revised by 22.9% over the past week, maintaining a VGM Score of B [12] Screening Parameters - Stocks were screened for those with cash flow in the latest quarter at least equal to or greater than the 5-year average cash flow per common share, indicating a positive trend [6] - Additional criteria included a Zacks Rank of 1 (Strong Buy), an average broker rating of 1, a current price of at least $5, and a VGM Score of B or better [7]

We recently published 10 Stocks With Massive Gains; 5 at Record Highs. Credo Technology Group Holding Ltd. (NASDAQ:CRDO) was one of the top performers on Wednesday. Credo Technology snapped a four-day losing streak on Wednesday, jumping 6.05 percent to close at $141 apiece as investors repositioned portfolios ahead of the release of business updates next week. In a statement, Credo Technology Group Holding Ltd. (NASDAQ:CRDO) said that its President and Chief Executive Officer Bill Brennan and Chief Fina ...

Core Viewpoint - CCSC Technology International Holdings Limited reported a decrease in revenue and an increase in net loss for the first six months of fiscal year 2026, highlighting challenges in sales volume and operational efficiency despite maintaining a stable gross profit margin [1][6][18]. Financial Performance - Total revenue for the six months ended September 30, 2025, was US$8.47 million, down 8.2% from US$9.22 million in the same period last year [5][6]. - Gross profit decreased by 9.9% to US$2.48 million, with a gross profit margin of 29.2%, slightly down from 29.8% year-over-year [6][14]. - Net loss increased by 30.5% to US$0.97 million, compared to a net loss of US$0.74 million in the prior year [6][18]. Revenue Breakdown - Revenue from cables and wire harnesses decreased by 9.0% to US$7.83 million, while revenue from connectors increased by 3.5% to US$0.64 million [5][7]. - Revenue by region showed a decline in Europe (down 11.6% to US$4.97 million) and the Americas (down 30.3% to US$0.60 million), while revenue from Asia increased by 5.9% to US$2.90 million [8][9][10]. Cost Management - Cost of revenue decreased by 7.4% to US$5.99 million, attributed to lower inventory and labor costs [11][13]. - Inventory costs were US$4.14 million, down from US$4.44 million, reflecting a 14.1% decrease in total sales volume [12]. Operational Efficiency - Operating expenses decreased by 3.3% to US$3.44 million, driven by reduced selling and administrative expenses [15]. - Other expenses decreased by 9.9% to US$0.12 million, primarily due to the absence of a non-recurring government subsidy [16]. Future Outlook - The company plans to commence construction of a new supply chain management center in Serbia in January 2026, expected to enhance logistics and manufacturing capabilities in Europe [3]. - The focus remains on product innovation, operational execution, and disciplined investment to deliver customized interconnect solutions [4].

Core Insights - Amphenol has emerged as a critical player in the technology sector, particularly in the artificial intelligence (AI) infrastructure space, with its stock price increasing over 77% year-to-date, indicating growing market recognition of its strategic importance [2][4] - The company reported a record adjusted operating margin of 25.6% in its second-quarter 2025 earnings, showcasing its profitability and focus on higher-value products [4][5] - Amphenol's IT Datacom segment experienced a remarkable 133% year-over-year sales growth, primarily driven by demand from AI applications, highlighting its role in the AI boom [6][8] Business Model and Diversification - Amphenol operates in the business of connection, designing and manufacturing essential components for modern electronics, which provides a stable foundation and mitigates risks associated with sector slowdowns [3][4] - The company's diversified operations span various end markets, including IT & Datacom, Defense & Aerospace, Automotive, and Industrial, making it a multifaceted industrial leader [4][5] Financial Strength and Shareholder Policies - The company maintains a healthy balance sheet with a debt-to-equity ratio of 0.61 and reported free cash flow of $1.1 billion for the quarter, reflecting its financial strength [5][12] - Amphenol has a consistent quarterly dividend of $0.165 per share and an active $2 billion share repurchase program, demonstrating its commitment to returning value to shareholders [5][12] Growth Strategy and Acquisitions - Amphenol is actively pursuing growth through a disciplined acquisition strategy, with recent plans to acquire CommScope's Connectivity and Cable Solutions business for $10.5 billion and Trexon for $1 billion, aimed at enhancing its capabilities in fiber optics and defense markets [9][10] - The company's management views the current AI-driven growth as a long-term structural shift, positioning itself as a key enabler in future AI advancements [8][10] Market Position and Valuation - Amphenol's stock trades at a premium, with a price-to-earnings (P/E) ratio of approximately 49 and a forward P/E of 52, reflecting its best-in-class status and superior growth potential [12][13] - Analysts maintain a consensus rating of Moderate Buy, with an average 12-month price target of $113.57, indicating positive sentiment despite the current price being above this target [11][13] Conclusion - Amphenol represents a unique combination of stability and explosive growth potential, making it a compelling option for investors seeking foundational technology stocks [14]

Core Insights - The cable industry is experiencing increased demand due to the energy transition and global electrification, which is expected to continue for decades [2] - ESG (Environmental, Social, and Governance) requirements are becoming essential for companies to ensure the protection of employees, the environment, and society [2] Group 1: Responsible Sourcing - Responsible sourcing is defined as a practice that all industry players along the cable value chain are adopting to meet ESG requirements [2][3] - The webinar will cover the definition of responsible sourcing, supply chain challenges, and commitments to human rights within the industry [3] Group 2: Industry Perspectives - The discussion features industry leaders from various sectors, including a distributor of electrical materials, a copper producer, and a leading cable producer, highlighting diverse perspectives on responsible sourcing [3] - Key speakers include Isabelle Hoepfner-Léger from Rexel, Daniel Hojniak from KGHM, Mike Smith from Copper Mark, and David Grall, focusing on sustainability and corporate transformation [3]

Core Insights - The cable industry is experiencing increased demand due to the energy transition and global electrification, which is expected to continue for decades [2] - ESG (Environmental, Social, and Governance) requirements are becoming essential for companies to ensure the protection of employees, the environment, and society [2] Group 1: Responsible Sourcing - Responsible sourcing is defined as a practice that all industry players along the cable value chain are adopting to meet ESG requirements [2][3] - The webinar will cover the definition of responsible sourcing, supply chain challenges, and commitments to human rights within the industry [3] Group 2: Industry Perspectives - The discussion features industry leaders from various sectors, including a distributor of electrical materials, a copper producer, and a leading cable producer, highlighting diverse perspectives on responsible sourcing [3] - Key participants include Isabelle Hoepfner-Léger from Rexel, Daniel Hojniak from KGHM, Mike Smith from Copper Mark, and David Grall, focusing on sustainability and corporate transformation [3]

Core Insights - BOS Better Online Solutions Ltd. has secured a $920,000 order from an Indian client, marking a significant milestone in its strategic expansion within the Indian defense and aerospace market [1][2] - The company has achieved a total of $3.4 million in orders from India, reflecting a 182% increase compared to $1.2 million in the same period last year, showcasing the effectiveness of its strategic focus [3] Strategic Expansion - India is identified as a critical global hub for assembly operations in the defense and aerospace sectors, providing substantial growth opportunities for BOS [2][4] - The company has expanded its product offerings, adding a comprehensive line of cables and wires in 2024 to complement its established connector portfolio, which has been instrumental in driving growth [5] Leadership Perspective - Avidan Zelicovsky, President of BOS, emphasized the importance of combining orders for cables and connectors to meet the specific needs of Indian assembly companies, contributing to the company's remarkable growth [4]

Core Insights - Amphenol reported record sales and earnings for Q2 2025, with revenue of $5.65 billion and adjusted EPS of $0.81, surpassing analyst estimates and reflecting significant year-over-year growth [1][2][11] Financial Performance - Revenue increased by 57% year-over-year, with organic sales growth of 41% and acquisitions contributing an additional 15 percentage points [5][6] - Adjusted EPS grew by 84% compared to the prior year, with operating margin improving to 25.1%, a 5.7 percentage point increase [2][8] - Free cash flow reached $1.12 billion, nearly double the previous year, indicating strong cash conversion capabilities [2][8] Business Overview - Amphenol specializes in connectors, cables, and sensor systems for various industries, including automotive, aerospace, and IT datacom [3] - The company operates in nearly 40 countries, maintaining close relationships with original equipment manufacturers (OEMs) [3] Strategic Focus - Recent strategies emphasize innovation in high-performance solutions, supply chain flexibility, and operational efficiency [4] - Acquisitions, such as the Andrew Business and Narda-MITEQ, have expanded Amphenol's customer base and technology leadership [4] Segment Performance - The Communications Solutions segment saw sales double year-over-year, driven by strong demand in data centers [6] - Harsh Environment Solutions reported a 38% increase in sales, while the Interconnect & Sensor Systems segment grew by 16% [6] Market Trends - IT datacom revenue growth was significantly driven by AI applications, with two-thirds of the growth attributed to this sector [7] - Management noted strong demand across the broader IT market, not limited to AI-related areas [7] Future Outlook - For Q3 2025, management projects sales between $5.4 billion and $5.5 billion, indicating a 34-36% increase year-over-year [11] - Adjusted EPS is expected to be between $0.77 and $0.79, reflecting ongoing margin strength [11][12]