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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.

8 companiesMedian revenue YoY: +16.0%EPS beat rate:

AI industry top-down

The electronics components industry showed mixed results in its recent earnings. Among the 7 companies, Amphenol (APH) and Fabrinet (FN) demonstrated positive performance, recording solid growth in both revenue and EPS. Conversely, a number of companies, including Corning (GLW), TE Connectivity (TEL), and Jabil (JBL), posted weak results, with declining EPS or negative revenue growth. While the industry's median revenue growth was positive, significant disparities in company performance were observed, indicating that the overall earnings momentum remains uneven.

  • Sales growth is mixed: some companies recorded high growth, while others experienced declines.
  • EPS is broadly sluggish: many companies experienced a decrease in EPS or recorded low growth rates.
  • Strong performance from some companies: APH and FN showed healthy growth in both sales and EPS.
Where companies diverge: Revenue growth rate divergence: Significant difference between APH (47.7%) and JBL (-9.4%) · EPS growth rate divergence: Extreme difference between APH (31.8%) and JBL (-77.7%)

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

Companies — latest quarter

CompanyPeriodRevenueRev YoYEPSEPS YoYSurprise
APHAMPHENOL CORP /DE/FY2026 Q1$4.81B+47.7%$0.58+31.8%
GLWCORNING INC /NYFY2026 Q1$3.45B+16.0%$0.18-25.0%
TELTE Connectivity plcFY2026 Q2$7.98B+2.3%$1.80-76.1%
FLEXFLEX LTD.FY2026 Q3$19.42B-4.1%$1.54+12.4%
CLSCELESTICA INCFY2026 Q1$2.65B+19.9%$0.74-3.9%
JBLJABIL INCFY2026 Q2$13.72B-9.4%$1.93-77.7%
FNFabrinetFY2026 Q3$2.51B+17.8%$6.75+14.8%
LFUSLITTELFUSE INC /DEFY2013 Q3$509.12M$2.87

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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