The team at Fox Advisors strives to understand and articulate emerging and established secular trends related to a wide range of electronic component applications, automotive technologies, Transportation-as-a-Service (TaaS) and other shared networks plus storage products in order to aid our clients in their investment process. Our approach leverages bottoms-up supply chain analysis, deep-rooted corporate connections, and insights derived from industry trade shows and regulatory updates to develop consistent, detailed, opinionated research that our clients trust and rely on.
April 25, 2025
We are raising our 2025/2026E EPS for Celestica (CLS; $90.97; O/P) from $4.75/$5.35 to $5.00/$5.70, implying more than 20% average EPS growth over the next two years, while staying on the conservative side for possible…
April 25, 2025
Yesterday, the European Automobile Manufacturers Association released car registration data from the region for the month of March, which was somewhat below seasonal trends. Although, we note registrations included some positive battery electric vehicle (BEV)…
April 25, 2025
We bump up our F2025/F2026E (Sept) EPS for Plexus (PLXS; $125.35; E/W) from $6.90/$7.55 to $7.05/$7.70 after the company produced some FQ2 (Mar) EPS upside, led by healthier than expected operating margins, and FQ3E (Jun)…
April 25, 2025
We adjust our 2025/2026E EPS for Vertiv Holdings (VRT; $83.88; E/W) from $3.55/$4.25 to $3.50/$4.20 after the company produced a solid Q1 EPS beat ($0.64 vs. our $0.60 and consensus of $0.61) and updated full…