July 9, 2025 08:16 AM GMT Capital Goods | Europe Initial thoughts on a potential 50% US copper tariff for Industrials. A tailwind for Rexel and Prysmian In Cap Goods, Copper is typically a less important input cost relative to steel. However, we see specific companies like Rexel (2% US price rises) and Prysmian (Encore margins) that may stand to benefit near-term from potential Copper tariffs. However, demand destruction over time remains a concern. Key Takeaways What happened? News reports suggest US Presi ...

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Core Insights - MACOM Technology Solutions Holdings, Inc. (MTSI) reported second-quarter fiscal 2025 earnings of 85 cents per share, exceeding the Zacks Consensus Estimate by 1.2% and up from 59 cents per share a year ago [1] - The company posted revenues of $235.89 million, surpassing the Zacks Consensus Estimate by 2.52% and increasing from $181.23 million in the same quarter last year [2] Revenue Breakdown - Telecom Market: Generated revenues of $65.2 million, accounting for 27.6% of total revenues, reflecting a year-over-year increase of 38.1% driven by high demand for products supporting the 5G market in the U.S. [3] - Data Center Market: Revenues reached $72.2 million, representing 30.6% of total revenues, with a significant year-over-year growth of 67.2% due to strong demand from Internet service providers [4] - Industrial & Defense Market: Generated revenues of $98.5 million, making up 41.8% of total revenues, with an 8.4% year-over-year increase attributed to high demand for electronic warfare and secure communications products [5] Operating Performance - Non-GAAP gross margin for the second quarter was 57.5%, an expansion of 40 basis points from the previous year [6] - Non-GAAP operating expenses were $75.8 million, an increase of 8.4% year-over-year, but as a percentage of revenues, it contracted by 280 basis points to 32.1% [6] - Non-GAAP operating margin improved to 25.4%, up 320 basis points from the prior-year quarter [7] Balance Sheet Highlights - As of April 4, 2025, cash equivalents and short-term investments totaled $681.5 million, an increase from $656.5 million as of January 3, 2025 [8] - Inventories rose to $209.3 million from $198.4 million reported in the year-ago quarter [8] - Long-term debt obligations were $339.1 million, slightly up from $338.8 million in the previous quarter [8] Future Guidance - For the third quarter of fiscal 2025, MACOM Technology expects revenues between $246 million and $254 million, exceeding the Zacks Consensus Estimate of $230.1 million [9] - The anticipated non-GAAP gross margin is projected to be in the range of 56.5-58.5% [10] - Adjusted earnings per share are expected to be between 87-91 cents, higher than the Zacks Consensus Estimate of 84 cents [10]

Core Viewpoint - A class action lawsuit has been filed against Semtech Corporation due to alleged undisclosed issues with its CopperEdge products, which have negatively impacted sales and led to a significant drop in stock price [1][5]. Company Performance - Semtech's stock price was cut from $80 to $60 by Robert W. Baird & Co. due to slower-than-expected uptake of its active copper cables, resulting in a decline of $5.99 in share price on February 7, 2025 [3]. - Following a Current Report filed on February 7, 2025, Semtech disclosed that net sales from its CopperEdge products for fiscal year 2026 are expected to be lower than the previously estimated $50 million, leading to a further drop of $16.91 in share price, approximately 31%, closing at $37.60 on February 10, 2025 [4]. Legal Issues - The class action lawsuit alleges that Semtech failed to disclose heating issues with its CopperEdge products, which caused NVIDIA to reduce its purchases and develop its own processing unit [5].