All Reports

We believe the recent EPS season news flow is supportive of the idea that Belden (BDC; $128.56; E/W) can produce some Q2 EPS upside with Q3E guidance that lives up to our somewhat above consensus…

Yesterday, the European Automobile Manufacturers Association released car registration data from the region for the month of June, which was below seasonal trends for a second consecutive month, including when it came to hybrid electric…

Mobileye Global (MBLY; $15.42; E/W) posted modest upside to its positive Q2 pre-announcement from a few weeks ago and, not surprisingly, raised 2025E guidance for recent sales trends, which we think was largely anticipated in…

We adjust our F2025/F2026E (Sept) EPS for Plexus (PLXS; $118.29; E/W) from $7.05/$7.70 to $7.20/$7.40 after it produced FQ3 (Jun) EPS upside, albeit on as expected operating profits, but with FQ4E (Sept) guidance that was…

We see the 8% post-earnings plunge today in the shares of Flex (FLEX; $49.67; O/P) proving overdone in the coming weeks. Admittedly, the stock rallied 40% YTD (including doubling off its April lows) into this…

Mobileye Global (MBLY; $16.10; E/W) reported Q2 adjusted EPS of $0.13, slightly ahead of our $0.12 and the Street’s $0.11. Our forecasts were recently raised for the company’s positive pre-announcement. Sales were $506mm (+15% YoY…

We raise our 2025/2026E EPS from $2.70/$3.00 to $3.02/$3.42 for Amphenol (APH; $100.71; O/P) and reiterate our Outperform on the shares after both the company’s Q2 results and Q3E guidance came in much better than…

We are raising our F2025/F2026E (Sept) EPS for TE Connectivity (TEL; $202.04; O/P) from $8.20/$8.75 to $8.60/$9.45 and reiterating our Outperform rating on the shares after the company offered up a healthy “beat and raise”,…

Plexus (PLXS; $133.83; E/W) reported FQ3 (Jun) non-GAAP EPS of $1.90, which was ahead of our $1.73 and the Street’s $1.71, albeit on some lower-than-expected sales ($1,018mm vs. our $1,025mm and the Street’s $1,021mm) and…

Amphenol (APH; $101.78; O/P) reported Q2 non-GAAP EPS of $0.81, which comfortably exceeded our $0.66 and the Street’s $0.67 led by much better-than-expected sales ($5,650mm vs. our $5,000mm and the Street’s $5,039mm). In addition, and…

TE Connectivity (TEL; $180.47; O/P) reported FQ3 (Jun) non-GAAP EPS of $2.27, which comfortably beat our $2.05 and the Street’s $2.08 on better-than-expected sales ($4,534mm vs. our $4,300mm and consensus of $4,323mm) and margins. By…

We expect some upside to our below consensus as well as Street forecasts for Aptiv (APTV; $70.03; E/W) when the company posts Q2 results and guidance on Thursday, July 31st (before market). We think it…

We think the Q2 print and guidance from Vertiv Holdings (VRT; $124.45; E/W), scheduled for Wednesday, July 30th (before market), should more than live up to Street expectations in terms of sales and EPS given…

Yesterday, Sensata (ST; $31.38; E/W) announced the appointment of Andrew Lynch as CFO, effective immediately. Recall, the company appointed Mr. Lynch as interim CFO back in May after Sensata’s former CFO Brian Roberts resigned at…

The shares of Nextracker (NXT; $61.53; E/W) have been largely influenced by the “comings and goings” of supposed, confirmed, and then updated changes to U.S. energy policy since the company reported its FQ4 (Mar) results…