Key Takeaways Flex's Reliability Solutions revenues rose 3% to $3B, amid ongoing automotive weakness.Margin strength came from Power and execution, lifting adjusted operating margin to 6.5%.Flex sees low- to mid-single digits Reliability growth, with auto and renewables still soft but stabilizing.Flex Ltd. (FLEX) is witnessing strong business performance, largely driven by surging demand across its data center and high-value, technology-driven businesses. Even as momentum builds across other sectors, the qu ...

Key Takeaways SANM highlights end-to-end capabilities, diversified markets and steady liquidity metrics in recent results. CLS posts strong Connectivity & Cloud growth, while Advanced Technology remains weak amid macro challenges.Both companies show upward estimate revisions alongside significant year-over-year share price growth.Celestica Inc. (CLS) and Sanmina Corporation (SANM) are two leading players in the electronics manufacturing services (EMS) industry. The EMS industry is rapidly evolving and is ex ...

Core Insights - Celestica Inc. (CLS) and AST SpaceMobile, Inc. (ASTS) are significant players in the technology sector, with Celestica specializing in electronics manufacturing services and AST SpaceMobile focusing on space-based cellular broadband networks [1][2] Group 1: Celestica Inc. (CLS) - Celestica has over two decades of manufacturing experience and offers cloud-optimized data storage and networking solutions, driven by the demand for AI-based applications [4] - The company is diversifying its product offerings and expanding into high-value markets, which enhances business resilience by reducing dependence on a single industry [5] - Despite its strengths, Celestica faces margin pressures due to high research and development costs and stiff competition from industry giants like Foxconn and Flex [6] - Celestica's sales and EPS are expected to grow by 20.6% and 43% year-over-year in 2025, respectively, with a positive trend in EPS estimates [12] - The company has experienced a remarkable stock performance, gaining 424% over the past year, significantly outperforming the sector's growth of 30.1% [15][18] - Celestica's valuation metrics are more attractive, with a price/sales ratio of 2.13 compared to AST SpaceMobile's 69.34 [16] Group 2: AST SpaceMobile, Inc. (ASTS) - AST SpaceMobile is developing the first global cellular broadband network in space, utilizing a constellation of satellites to provide service directly to smartphones [2][10] - The company has launched five commercial satellites, with plans to deploy 45 to 60 more by Q1 2026, aiming to enhance cellular coverage in areas lacking terrestrial networks [7][10] - AST SpaceMobile's sales are projected to grow by an extraordinary 1,120% in 2025, but its EPS is expected to decline by 48.5% [12] - The company faces challenges from unfavorable macroeconomic conditions and competition from established players like SpaceX's Starlink, which may pressure its financial performance [11] - AST SpaceMobile's stock has gained 29.8% over the past year, but this is significantly lower than Celestica's performance [15]