Let’s dig into the relative performance of Amphenol (NYSE: APH) and its peers as we unravel the now-completed Q4 electronic components & manufacturing earnings season.
The sector could see higher demand as the prevalence of advanced electronics increases in industries such as automotive, healthcare, aerospace, and computing. The high-performance components and contract manufacturing expertise required for autonomous vehicles and cloud computing datacenters, for instance, will benefit companies in the space. However, headwinds include geopolitical risks, particularly U.S.-China trade tensions that could disrupt component sourcing and production as the Trump administration takes an increasingly antagonizing stance on foreign relations. Additionally, stringent environmental regulations on e-waste and emissions could force the industry to pivot in potentially costly ways.
The 10 electronic components & manufacturing stocks we track reported a very strong Q4. As a group, revenues beat analysts’ consensus estimates by 2.5% while next quarter’s revenue guidance was in line.
Thankfully, share prices of the companies have been resilient as they are up 7.5% on average since the latest earnings results.
Best Q4: Amphenol (NYSE: APH)
With over 90 years of connecting the world's technologies, Amphenol (NYSE: APH) designs and manufactures connectors, cables, sensors, and interconnect systems that enable electrical and electronic connections across virtually every industry.
Amphenol reported revenues of $6.44 billion, up 49.1% year on year. This print exceeded analysts’ expectations by 3.3%. Overall, it was a very strong quarter for the company with revenue guidance for next quarter exceeding analysts’ expectations and a solid beat of analysts’ revenue estimates.
“We are pleased to have closed 2025 with record fourth quarter and full-year sales and Adjusted Diluted EPS, both significantly exceeding the high end of our guidance,” said Amphenol President and Chief Executive Officer, R. Adam Norwitt.
Amphenol pulled off the fastest revenue growth of the whole group. Investor expectations, however, were likely higher than Wall Street’s published projections, leaving some wishing for even better results (analysts’ consensus estimates are those published by big banks and advisory firms, not the investors who make buy and sell decisions). The stock is down 9.4% since reporting and currently trades at $150.69.
Rogers (NYSE: ROG)
With roots dating back to 1832, making it one of America's oldest continuously operating companies, Rogers (NYSE: ROG) designs and manufactures specialized engineered materials and components used in electric vehicles, telecommunications, renewable energy, and other high-performance applications.
Rogers reported revenues of $201.5 million, up 4.8% year on year, outperforming analysts’ expectations by 2.5%. The business performed better than its peers, but it was unfortunately a slower quarter with revenue guidance for next quarter missing analysts’ expectations significantly and a significant miss of analysts’ EPS guidance for next quarter estimates.
The market seems content with the results as the stock is up 3.4% since reporting. It currently trades at $106.67.
Is now the time to buy Rogers? Access our full analysis of the earnings results here, it’s free.
Slowest Q4: CTS (NYSE: CTS)
With roots dating back to 1896 and a global manufacturing footprint, CTS (NYSE: CTS) designs and manufactures sensors, connectivity components, and actuators for aerospace, defense, industrial, medical, and transportation markets.
CTS reported revenues of $137.3 million, up 7.7% year on year, exceeding analysts’ expectations by 1%. Still, it was a mixed quarter as it posted a slight miss of analysts’ full-year EPS guidance estimates.
As expected, the stock is down 3.3% since the results and currently trades at $53.75.
Read our full analysis of CTS’s results here.
Benchmark (NYSE: BHE)
Operating as a critical behind-the-scenes partner for complex technology products since 1979, Benchmark Electronics (NYSE: BHE) provides advanced manufacturing, engineering, and technology solutions for original equipment manufacturers across aerospace, medical, industrial, and technology sectors.
Benchmark reported revenues of $704.3 million, up 7.2% year on year. This print beat analysts’ expectations by 1.1%. It was a very strong quarter as it also produced revenue guidance for next quarter beating analysts’ expectations and a beat of analysts’ EPS estimates.
The stock is up 4.2% since reporting and currently trades at $58.38.
Read our full, actionable report on Benchmark here, it’s free.
Knowles (NYSE: KN)
With roots dating back to 1946 and a focus on components that must perform flawlessly in critical situations, Knowles (NYSE: KN) designs and manufactures specialized electronic components like high-performance capacitors, microphones, and speakers for medical technology, defense, and industrial applications.
Knowles reported revenues of $162.2 million, up 13.8% year on year. This number surpassed analysts’ expectations by 3.8%. Overall, it was an exceptional quarter as it also recorded an impressive beat of analysts’ EPS guidance for next quarter estimates and revenue guidance for next quarter exceeding analysts’ expectations.
Knowles achieved the biggest analyst estimates beat among its peers. The stock is up 11.3% since reporting and currently trades at $27.55.
Read our full, actionable report on Knowles here, it’s free.
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