As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q4. Today, we are looking at electronic components & manufacturing stocks, starting with TTM Technologies (NASDAQ: TTMI).

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 5.8% on average since the latest earnings results.

Best Q4: TTM Technologies (NASDAQ: TTMI)

As one of the world's largest printed circuit board manufacturers with facilities spanning North America and Asia, TTM Technologies (NASDAQ: TTMI) manufactures printed circuit boards (PCBs) and radio frequency (RF) components for aerospace, defense, automotive, and telecommunications industries.

TTM Technologies reported revenues of $774.3 million, up 18.9% year on year. This print exceeded analysts’ expectations by 2.9%. Overall, it was an exceptional quarter for the company with an impressive beat of analysts’ EPS guidance for next quarter estimates and revenue guidance for next quarter exceeding analysts’ expectations.

Interestingly, the stock is up 11% since reporting and currently trades at $106.83.

We think TTM Technologies is a good business, but is it a buy today? Read our full report here, it’s free.

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% since reporting. It currently trades at $106.22.

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 6.1% since the results and currently trades at $52.18.

Read our full analysis of CTS’s results here.

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 result topped analysts’ expectations by 3.3%. Overall, it was a very strong quarter as it also logged revenue guidance for next quarter exceeding analysts’ expectations and a solid beat of analysts’ revenue estimates.

Amphenol pulled off the fastest revenue growth among its peers. The stock is down 10.6% since reporting and currently trades at $148.62.

Read our full, actionable report on Amphenol here, it’s free.

Jabil (NYSE: JBL)

With manufacturing facilities spanning the globe from China to Mexico to the United States, Jabil (NYSE: JBL) provides electronics design, manufacturing, and supply chain solutions to companies across various industries, from healthcare to automotive to cloud computing.

Jabil reported revenues of $8.31 billion, up 18.7% year on year. This print surpassed analysts’ expectations by 3.8%. It was an exceptional quarter as it also recorded revenue guidance for next quarter exceeding analysts’ expectations and an impressive beat of analysts’ EPS guidance for next quarter estimates.

Jabil had the weakest full-year guidance update among its peers. The stock is up 23.1% since reporting and currently trades at $261.75.

Read our full, actionable report on Jabil here, it’s free.

Market Update

The Fed’s interest rate hikes throughout 2022 and 2023 have successfully cooled post-pandemic inflation, bringing it closer to the 2% target. Inflationary pressures have eased without tipping the economy into a recession, suggesting a soft landing. This stability, paired with recent rate cuts (0.5% in September 2024 and 0.25% in November 2024), fueled a strong year for the stock market in 2024. The markets surged further after Donald Trump’s presidential victory in November, with major indices reaching record highs in the days following the election. Still, questions remain about the direction of economic policy, as potential tariffs and corporate tax changes add uncertainty for 2025.

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