All Reports

Aptiv (APTV; $66.68; E/W) reported adjusted Q2 EPS of $2.12, which was well ahead of our $1.70 and the Street’s $1.82 on better-than-expected sales of $5,208mm (vs. our $4,925mm and the Street’s $5,071mm). Recall, the…

We are raising our F2026E (Jun) EPS for Western Digital (WDC; $71.43; O/P) from $5.80 to $6.70 (+35% YoY) after the company produced a healthy FQ4 (Jun) “beat and raise” that we think further highlighted…

We bump up our 2025/2026E EPS for Sensata (ST; $31.34; E/W) from $3.15/$3.35 to $3.35/$3.65 after the company produced some solid Q2 upside and offered up Q3E guidance that was in line with consensus thinking…

We adjust our F2026/F2027E (Mar) EBITDA for Nextracker (NXT; $58.98; E/W) from $775mm/$888mm to $785mm/$890mm after FQ1 (Jun) EBITDA was somewhat below our modeling, but ahead of consensus, albeit with some “puts and takes”. At…

We reiterate our Outperform and raise our price target from $175 to $185 as we bump up our F2026E (Jun) EPS from $10.25 to $10.55 (+30% YoY and vs. prior record EPS of $8.18 in…

Vertiv Holdings (VRT; $142.70; E/W) reported Q2 non-GAAP EPS of $0.95, which handily beat our $0.81 and the Street’s $0.83 on much better-than-expected sales ($2,638mm vs. our $2,350mm and the Street’s $2,354mm). Recall, VRT’s Q2…

We raise our 2025/2026E EPS for Corning (GLW; $61.98; O/P) from $2.35/$2.65 to $2.50/$2.90 after its healthy “beat and raise”, including a second consecutive quarter of big upside from Optical Communications (~40% of 2025E sales…

We raise our 2025/2026E EPS for Celestica (CLS; $202.00; O/P) from $5.35/$6.20 to $5.50/$6.35 after the company produced another in a recent series of healthy “beat and raises” that even exceeded our recently raised above…

The shares of Amkor Technology (AMKR; $25.08; E/W) surged 18% after the company produced Q2 results and Q3E guidance on Monday night (7/28) that the Street seemed to interpret as a sign that its visibility…

Seagate (STX; $152.68; O/P) reported FQ4 (Jun) non-GAAP EPS of $2.59, which was comfortably ahead of our $2.38 and the Street’s $2.45 on solid sales upside ($2,444mm vs. our $2,397mm and the Street’s $2,421mm). Recall,…

Corning (GLW; $55.41; O/P) reported Q2 “core” EPS of $0.60, which was ahead of our consensus-matching $0.57 led by better-than-expected core sales ($4,045mm vs. our $3,850mm and the Street’s $3,856mm). Recall, GLW’s Q2 outlook called…

We bump up our F2025/F2026E (Sept) EPS from $5.85/$6.65 to $5.95/6.75 for Sanmina (SANM; $98.34; O/P) after its “across the board” FQ3 (Jun) beat, from sales to margins, EPS, and cash flows, with FQ4E guidance…

Celestica (CLS; $173.37; O/P) reported Q2 non-GAAP EPS of $1.39, which beat our $1.32 and was even more comfortably ahead of the Street’s $1.24 on sales of $2,893mm (vs. our $2,800mm and the Street’s $2,680mm)….

Sanmina (SANM; $98.35; O/P) reported FQ3 (Jun) non-GAAP EPS of $1.53, which were well ahead of our $1.41 and the Street’s $1.42 on sales of $2,042mm (vs. our $1,988mm and the Street’s $1,983mm). Recall, SANM’s…

We think Uber Technologies (UBER; $90.59; E/W) reports Q2 results and outlook next Wednesday (8/6 before market) that live up to Street expectations when it comes to EBITDA profits and margins. However, the stock has…