RFIL's growing backlog, expanding cooling business and broader customer mix support stronger growth visibility for fiscal 2026.
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Amphenol's Communications Solutions segment jumps 88% y/y, driven by AI data centers and signaling strong multi-year growth.
TE Connectivity (TEL) stock is in focus after the company reported second quarter results and issued fresh guidance that points to higher expected sales and earnings for the upcoming quarter. See our latest analysis for TE Connectivity. The stock has eased in recent months, with a year to date share price return of an 11.27% decline, but a 1 year total shareholder return of 41.33% and a 3 year total shareholder return of 79.47% point to momentum that has rewarded longer term holders. The...
ROST, TEL, AVGO, GLW and ANET emerge as potential winners as markets battle intense volatility.
FN tops Q3 EPS and revenue estimates as telecom and HPC surge: Q4 outlook lifts optimism despite a premium valuation.
Fabrinet heads into Q3 with strong AI-driven growth, but a premium valuation raises the question: Is FN still a buy ahead of earnings?