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Industry top-down

Electronic Components

Latest reported revenue & EPS across the covered companies in this industry, with year-over-year (YoY) change. From disclosed earnings — not investment advice.

12 companiesMedian revenue YoY: +50.7%EPS beat rate: —

AI industry top-down

All nine analyzed companies posted double-digit year-over-year growth in both revenue and EPS. The median industry YoY revenue growth stood at 24.15%, driven by major component and manufacturing players such as Celestica (62.39%) and Amphenol (55.00%). While overall earnings metrics show an improving trend, the pace of growth varied across individual companies.

  • Revenue and EPS posted double-digit YoY growth across all nine covered companies
  • Median industry revenue YoY stood at 24.15%, sustaining top-line growth
  • EPS growth outpaced revenue growth across a majority of companies, including Samsung Electro-Mechanics and TTM
Where companies diverge: A gap of more than 50%p emerged in revenue growth rates between Celestica (62.39%) and Jabil (11.79%) · Despite strong earnings momentum, investment ratings remained unchanged for select companies, including Samsung Electro-Mechanics

AI synthesis of disclosed results and analyst research across these companies — not investment advice.

Companies — latest quarter

CompanyPeriodRevenueRev YoYEPSEPS YoYSurprise
APHAMPHENOL CORP /DE/FY2026 Q3$10.23B+65.1%$0.79-18.6%—
GLWCORNING INC /NYFY2026 Q3$4.86B+18.4%$0.78+56.0%—
TELTE Connectivity plcFY2026 Q3$5.16B+13.8%$2.55+19.2%—
009150SAMSUNG ELECTRO-MECHANICS CO.,LTDFY2026 Q2₩3.46T+24.2%₩4178.00+143.3%—
CLSCELESTICA INCFY2026 Q3$5.83B+82.5%$3.26+41.1%—
FLEXFLEX LTD.FY2027 Q2$8.49B+24.8%$0.70+34.6%—
JBLJABIL INCFY2026 Q3$8.75B+11.8%$2.59+27.6%—
FNFabrinetFY2027 Q1$1.47B+50.7%$2.86+7.5%—
LFUSLITTELFUSE INC /DEFY2013 Q3$201.04M—$1.19——
SANMSANMINA CORPFY2026 Q3$3.46B+69.7%$2.12+68.3%—
TTMITTM TECHNOLOGIES INCFY2026 Q3$1.2B+59.9%$0.79+58.0%—
VICRVICOR CORPFY2026 Q3$197.11M+78.5%$1.33+111.1%—

YoY = vs. the same quarter last year · Surprise = EPS actual vs. consensus. Latest reported quarter per company, from disclosed earnings filings. QoQ is omitted because quarterly filings don’t break out Q4 (US) and report cumulatively (KR).

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