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.
February 3, 2026
BHE: First Look at Q4 Results and Outlook
Benchmark Electronics (BHE; $56.02; O/P) reported Q4 non-GAAP EPS of $0.71, which was comfortably ahead of our $0.65 and the Street’s $0.64 on sales of $704mm (vs. our $695mm and the Street’s $696mm). Recall, BHE’s…
February 3, 2026
FN: Healthy Momentum Continues
We are raising our F2026/F2027E (Jun) EPS for Fabrinet (FN; $499.61; O/P) from $13.00/$15.00 to $13.55/$15.60, after the company produced a solid “beat and raise” despite ongoing currency headwinds that were not fully reflected in…
February 3, 2026
APTV: Positioned Well for Some Value Creating Moves
We are adjusting our 2026E EPS for Aptiv (APTV; $77.98; O/P) from $8.55 to $8.50, after Q4 EPS, which was +7% YoY, lived up to Street expectations ($1.86 vs. consensus of $1.85 and our $1.77),…
February 2, 2026
FN: First Look at FQ2 (Dec) Results and Outlook
Fabrinet (FN; $49.07; O/P) reported FQ2 (Dec) non-GAAP EPS of $3.36, which was comfortably ahead of our $3.23 and the Street’s $3.25 on sales of $1,133mm that beat our $1,075mm and the Street’s $1,077mm). As…
