行业概况 - Zacks制造业-电子行业包括生产电池充电器、电池配件、户外机柜外壳、电力传输产品、电气运动控制和动力设备等电子产品的公司 这些公司还提供水处理产品、工程流量组件、工艺设备和交钥匙系统 行业公司正在增加对创新技术、客户和员工体验以及供应链现代化计划的投资 产品销售和服务覆盖机器人、半导体、国防、航空航天、医疗设备和卫星通信等多个终端市场 [2] 行业趋势 - 制造业持续疲软 2024年5月制造业PMI为48 7% 低于4月的49 2% 低于50%表明制造业活动收缩 新订单指数在5月为45 4% 较4月下降3 7个百分点 4月和5月的订单较年初放缓 制造业和建筑支出低于预期 [3] - 尽管制造业活动放缓 关键终端市场需求保持稳定 电子制造商受益于原始设备制造商对先进制造技术和工艺的更高采用 先进电子组件集成到机械和电子设备中的需求支持了电子制造服务市场 行业公司通过数字化业务运营提升竞争力 包括提高运营效率、产品质量和成本管理 [4] - 供应链中断有所缓解 电子组件供应问题改善 ISM报告显示供应商交付指数连续三个月加快 预计原材料成本下降将有助于制造业电子公司的利润增长 电子商务业务的激增也对行业有利 [5] 行业表现 - Zacks制造业-电子行业在Zacks工业产品板块中排名第23位 位于Zacks行业前9% 行业排名表明短期前景乐观 过去一年行业收益预期增长3 5% [6][7] - 过去一年 Zacks制造业-电子行业上涨45 6% 超过板块的23 7%和标普500指数的23 4% [8] - 行业当前12个月前瞻市盈率为26 06倍 高于标普500的20 90倍和板块的18 20倍 过去五年行业市盈率在14 73倍至28 43倍之间 中位数为22 16倍 [9] 推荐股票 - AZZ公司总部位于德克萨斯州沃斯堡 提供金属涂层服务、焊接解决方案和特种电气设备 可再生能源、公用事业、OEM和建筑市场的热浸镀锌量增加推动公司收入增长 定价行动和运营改进举措也带来积极影响 过去一年股价上涨123 5% 过去三个季度业绩均超预期 平均超出36% 2025财年收益预期在过去60天上调5% [11] - Powell Industries公司总部位于德克萨斯州休斯顿 设计、制造和分销定制工程设备和系统 石化、石油和天然气、公用事业、商业和其他工业终端市场的强劲需求以及大量积压订单推动公司增长 LNG市场项目管道和能源转型项目活动增加将推动业绩 过去一年股价上涨181 3% 过去三个季度业绩均超预期 平均超出66 9% 2024财年收益预期在过去60天上调19 9% [12] - Eaton公司总部位于爱尔兰都柏林 是一家多元化的电力管理公司 也是电气组件和系统的全球技术领导者 受益于终端市场条件改善、新AI数据中心需求增加、积压订单水平强劲以及研发投资带来的产品开发举措 过去一年股价上涨76 7% 过去四个季度业绩均超预期 平均超出4 7% 2024年收益预期在过去60天上调2 7% [13] - Zurn Elkay Water Solutions公司总部位于威斯康星州密尔沃基 主要在美国和加拿大设计、制造和销售水管理解决方案 受益于对清洁过滤饮用水需求的增长、产品解决方案的强劲需求以及对运营执行的关注 过去一年股价上涨27 3% 过去四个季度业绩均超预期 平均超出10 3% 2024年收益预期在过去60天上调2 6% [14]

FORT WORTH, Texas, June 3, 2024 /PRNewswire/ -- AZZ Inc. (NYSE: AZZ), the leading independent provider of hot-dip galvanizing and coil coating solutions in North America, is pleased to announce the appointment of Mr. Jason Crawford as Chief Financial Officer. In conjunction with Mr. Crawford's appointment, Mr. Philip Schlom will remain with the Company in a consulting role to ensure the smooth transition of all his job responsibilities to Mr. Crawford.Mr. Crawford earned his Master of Business Administratio ...

FORT WORTH, Texas, May 31, 2024 /PRNewswire/ -- AZZ Inc. (NYSE: AZZ), the leading independent provider of hot-dip galvanizing and coil coating solutions in North America, today announced that David Nark, Senior Vice President, Marketing, Communications, and Investor Relations will participate in the Stifel Cross Sector Insight Conference and 14th Annual East Coast IDEAS Conference. The Stifel Cross Sector Insight Conference will be held on June 4-5, 2024, at The InterContinental Boston, in Boston, Massachu ...

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?Let's take a look at what these Wall Street heavyweights have to say about AZZ (AZZ) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.AZZ currently has an average brokerage recommendation (ABR) of 1.50, ...

Here are three stocks with buy ranks and strong growth characteristics for investors to consider today, May 29:Hasbro, Inc. (HAS) : This play and entertainment company carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 13.3% over the last 60 days.Hasbro has a PEG ratio of 0.97 compared with 1.16 for the industry. The company possesses a Growth Score of A.Powell Industries, Inc. (POWL) : This custom-engineered equipment and systems company carries ...

AZZ (AZZ) closed at $85 in the latest trading session, marking a +0.47% move from the prior day. The stock outpaced the S&P 500's daily gain of 0.03%. Elsewhere, the Dow saw a downswing of 0.56%, while the tech-heavy Nasdaq appreciated by 0.59%.Prior to today's trading, shares of the electrical equipment maker had gained 16.4% over the past month. This has outpaced the Industrial Products sector's gain of 1.13% and the S&P 500's gain of 4.19% in that time.The investment community will be paying close attent ...

The Industrial Products group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Is AZZ (AZZ) one of those stocks right now? By taking a look at the stock's year-to-date performance in comparison to its Industrial Products peers, we might be able to answer that question.AZZ is one of 222 companies in the Industrial Products group. The Industrial Products group currently sits at #2 within the Zacks Sector Rank. The Zacks Sector Rank gauges the ...

Here are three stocks with buy ranks and strong growth characteristics for investors to consider today May 15h:Strategic Education (STRA) : This company which provides a range of post-secondary education and other academic programs in the United States, carries a Zacks Rank #1 (Strong Buy), and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 7.1% over the last 60 days.Strategic Education has a PEG ratio of 1.24 compared with 1.80 for the industry. The company possesses a ...

The most recent trading session ended with AZZ (AZZ) standing at $76.55, reflecting a -1.19% shift from the previouse trading day's closing. This change lagged the S&P 500's 0.02% loss on the day. At the same time, the Dow lost 0.21%, and the tech-heavy Nasdaq gained 0.29%.The electrical equipment maker's shares have seen a decrease of 0.65% over the last month, not keeping up with the Industrial Products sector's loss of 0.15% and the S&P 500's gain of 1.29%.The investment community will be paying close at ...

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about AZZ (AZZ) .AZZ currently has an average brokerage recommendation (ABR) of 1.67, on a scale of 1 ...