Electronic Components Stocks Post Exceptional Q2 Earnings

Earnings
โดย Yahoo Finance·US·Read original
Summary · why it matters

Electronic components stocks delivered an exceptional second quarter, with the eight companies tracked by this analysis beating revenue consensus estimates by 3.3% and guiding next quarter's revenue 6.9% above expectations. Littelfuse reported revenues of $738.8 million, up 20.4% year on year and 5.4% above estimates, while Allient posted $153.8 million, up 10.2% and 5.5% above estimates. nLIGHT was the weakest performer, with revenues of $82.59 million up 33.8% year on year but next quarter's EBITDA guidance missing significantly, sending its stock down 28.1%. Corning reported $4.74 billion in revenues, up 17.1% and 2% above estimates, but had the weakest guidance update among peers. Bel Fuse reported $210.7 million, up 25.2% and 1.6% above estimates, with strong EPS and revenue guidance beats. Share prices for the group have risen 15.1% on average since the latest earnings results.

Impact on stocks 5

Semiconductors▲ · 2 stocks
Littelfuse Inc
LFUS
▲ PositiveCapitalrelevance

Littelfuse beat revenue estimates by 5.4% and grew 20.4% YoY.

Bel Fuse B Inc
BELFB
▲ PositiveCapitalrelevance

Bel Fuse beat revenue estimates and guided strong EPS and revenue.

Defense & Geopolitical Fragmentation▼ · 1 stocks
nLIGHT Inc
LASR
▼ NegativeCapitalrelevance

nLIGHT missed EBITDA guidance significantly, stock fell 28.1%.

Robotics & Physical AI▲ · 1 stocks
Allient Inc.
ALNT
▲ PositiveCapitalrelevance

Allient beat revenue estimates by 5.5% and grew 10.2% YoY.

Spatial Computing / AR/VR▲ · 1 stocks
Corning Incorporated
GLW
▲ PositiveCapitalrelevance

Corning beat revenue estimates but had weakest guidance among peers.

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