公司概况与行业定位 - 公司是电子制造服务行业的重要参与者，业务涵盖设计、制造和供应链解决方案，服务于通信、企业和云市场等领域 [1] - 公司在行业内的竞争对手包括Flex Ltd和Jabil Inc等同样从事电子制造服务的公司 [1] 财务业绩表现 - 公司第三季度非GAAP调整后每股收益为1.58美元，营收达31.9亿美元，超过华尔街预期的每股收益1.49美元和营收30.4亿美元 [3][6] - 季度净利润达到2.678亿美元，合每股2.31美元，较去年同期的8950万美元（合每股0.75美元）实现近三倍增长 [5] - 营收实现27.6%的同比增长，主要由增长43.2%的连接与云解决方案部门所驱动 [4][6] 市场表现与预期 - 公司股价显著上涨6.78%，盘中最高涨幅达17.8%，此次上涨紧随强劲的三季度业绩公布之后 [3][6] - TD证券维持对公司股票的“持有”评级，但将目标股价从238美元上调至305美元，公司股票当前价格为326.45美元 [2] - 公司市值约为375.5亿美元，当日交易量为770万股 [5] 业务展望与驱动因素 - 公司管理层将全年营收预期上调至122亿美元，同时对盈利和自由现金流的预期也更为强劲 [4] - 业务增长得益于通信领域的强劲需求以及超大规模硬件销售额的增长 [4]

最新季度业绩表现 - 季度每股收益为1.58美元，超出市场一致预期的1.47美元，同比增长51.9% [1] - 季度营收为31.9亿美元，超出市场一致预期5.62%，同比增长27.6% [2] - 本季度盈利超出预期7.48%，上一季度盈利超出预期12.1% [1] - 在过去四个季度中，公司有三次每股收益和营收超出市场预期 [2] 股价表现与市场预期 - 公司股价年初至今上涨约221.4%，同期标普500指数上涨15.5% [3] - 公司当前Zacks评级为2级（买入），预计短期内表现将优于市场 [6] - 对未来业绩的预期修正趋势在财报发布前呈现有利态势 [6] 未来业绩展望 - 市场对下一季度的普遍预期为每股收益1.51美元，营收30.9亿美元 [7] - 市场对本财年的普遍预期为每股收益5.58美元，营收116.6亿美元 [7] 行业状况与同业比较 - 所属的电子制造服务行业在Zacks行业排名中位列前18% [8] - 同业公司Sanmina预计将于11月3日公布季度业绩，预期每股收益1.57美元，同比增长9.8% [9] - Sanmina预期季度营收为20.5亿美元，同比增长1.6% [10]

近期股价表现 - 公司股价在近期交易日报收于21244美元，单日上涨284%，表现优于标普500指数079%的涨幅 [1] - 当日道琼斯指数上涨101%，以科技股为主的纳斯达克指数上涨115% [1] - 在此次交易日前，公司股价下跌173%，表现逊于计算机和科技行业12%的涨幅以及标普500指数127%的涨幅 [1] 近期业绩预期 - 市场预期公司即将公布的季度每股收益为27美元，同比增长35% [2] - 市场预期公司即将公布的季度营收为801亿美元，同比增长146% [2] - 市场预期公司全年每股收益为1105美元，同比增长1333% [3] - 市场预期公司全年营收为3132亿美元，同比增长509% [3] 估值指标 - 公司当前远期市盈率为1869，低于其行业平均远期市盈率1958 [5] - 公司当前PEG比率为134，略高于其所在的电子制造服务行业平均PEG比率129 [6] - 在过去一个月中，市场共识的每股收益预期下调了127% [5] 行业与评级 - 公司所属的电子制造服务行业是计算机和科技板块的一部分 [7] - 该行业的Zacks行业排名为38，在所有250多个行业中位列前16% [7] - 公司目前的Zacks评级为3（持有） [5]

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In "long context," investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even though momentum is a popular stock characte ...

公司盈利表现 - 公司在过去两个季度盈利持续超出市场预期，平均超出幅度达10.10% [1] - 最近一个季度，公司每股收益为1.39美元，超出共识预期1.24美元，超出幅度为12.10% [2] - 上一季度，公司每股收益为1.2美元，超出共识预期1.11美元，超出幅度为8.11% [2] 盈利预测趋势 - 基于强劲的盈利历史，市场对公司的近期盈利预测正在上调 [5] - 公司目前的Zacks盈利ESP（预期惊喜预测）为+2.49%，表明分析师近期对其盈利前景转为乐观 [8] - 盈利ESP指标通过比较当季最精确估计与共识估计得出，分析师在财报发布前修正估计可能包含最新信息 [7] 投资指标与展望 - 公司股票获得Zacks排名第2级（买入） [8] - 研究显示，当盈利ESP为正且Zacks排名为第3级（持有）或更好时，股票有近70%的概率实现盈利惊喜 [6] - 公司下一次财报预计将于2025年10月27日发布 [8]

Plexus (PLXS) came out with quarterly earnings of $2.14 per share, beating the Zacks Consensus Estimate of $1.84 per share. This compares to earnings of $1.85 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +16.30%. A quarter ago, it was expected that this electronic manufacturing services company would post earnings of $1.71 per share when it actually produced earnings of $1.9, delivering a surprise of +11.11%.Over the last f ...

Sanmina (SANM) shares soared 22.7% in the last trading session to close at $140. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 5.7% loss over the past four weeks.Sanmina offers end-to-end solutions with a vertically integrated manufacturing process. In-house management of all components from the initial phase to the final product ensures flexibility and responsiveness in operations. This streamlines processes and lowers costs, ...

Celestica (CLS) ended the recent trading session at $251.69, demonstrating a +2.16% change from the preceding day's closing price. The stock outperformed the S&P 500, which registered a daily gain of 0.34%. Elsewhere, the Dow saw an upswing of 0.09%, while the tech-heavy Nasdaq appreciated by 0.42%. Coming into today, shares of the electronics manufacturing services company had gained 22.8% in the past month. In that same time, the Computer and Technology sector gained 8.07%, while the S&P 500 gained 3.54%. ...

Corporate earnings are one of the primary fundamental drivers of stock market returns over time. This year has provided us with more evidence that this latest bull market is being supported by a resilient corporate backdrop, thanks in large part to the tech sector amid an investment boom in artificial intelligence.While notable risks remain in this environment including lingering inflationary pressures and recent softness in the labor market, the underlying strength of corporate America should, at the very ...

Jabil (JBL) came out with quarterly earnings of $3.29 per share, beating the Zacks Consensus Estimate of $2.95 per share. This compares to earnings of $2.3 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +11.53%. A quarter ago, it was expected that this electronics manufacturer would post earnings of $2.33 per share when it actually produced earnings of $2.55, delivering a surprise of +9.44%.Over the last four quarters, the co ...