Fox Advisors:
Unparalleled Expertise
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.
January 28, 2026
APH: Big Backlog Signals; Reiterate Outperform
We are raising our 2026E EPS for Amphenol (APH; $145.96; O/P) from $3.75 to $4.20 (+26% YoY vs. +77% in 2025) to account for some upside in the Q4 print and organic guidance outlook, all…
January 28, 2026
APH: Big Backlog Signals; Reiterate Outperform
We are raising our 2026E EPS for Amphenol (APH; $145.96; O/P) from $3.75 to $4.20 (+26% YoY vs. +77% in 2025) to account for some upside in the Q4 print and organic guidance outlook, all…
January 28, 2026
PLXS: First Look at FQ1 (Dec) Results and Outlook
Plexus (PLXS; $180.85; E/W) reported FQ1 (Dec) non-GAAP EPS of $1.78, which was ahead of our $1.75 and the Street’s $1.76, albeit on some lower than expected sales ($1,070mm vs. our $1,075mm and the Street’s…
January 28, 2026
CLS: First Look at Q4 Results and Outlook
Celestica (CLS; $345.23; O/P) reported Q4 non-GAAP EPS of $1.89, which was comfortably ahead of our $1.73 and consensus of $1.76 on sales of $3,655mm (vs. our $3,464mm and the Street’s $3,484mm). As illustrated in…
