Let’s dig into the relative performance of Rogers (NYSE: ROG) 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 5.2% on average since the latest earnings results.

Slowest Q4: 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. This print exceeded analysts’ expectations by 2.5%. Despite the top-line beat, it was still a slower quarter for the company with revenue guidance for next quarter missing analysts’ expectations significantly and a significant miss of analysts’ EPS guidance for next quarter estimates.

Rogers delivered the slowest revenue growth of the whole group. Interestingly, the stock is up 7.8% since reporting and currently trades at $111.06.

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

Best Q4: Coherent (NYSE: COHR)

Created through the 2022 rebranding of II-VI Incorporated, a company with roots dating back to 1971, Coherent (NYSE: COHR) develops and manufactures advanced materials, lasers, and optical components for applications ranging from telecommunications to industrial manufacturing.

Coherent reported revenues of $1.69 billion, up 17.5% year on year, outperforming analysts’ expectations by 2.9%. The business had an exceptional quarter with revenue guidance for next quarter exceeding analysts’ expectations and an impressive beat of analysts’ EPS guidance for next quarter estimates.

The market seems happy with the results as the stock is up 10.7% since reporting. It currently trades at $233.53.

Is now the time to buy Coherent? Access our full analysis of the earnings results here, it’s free.

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 3.9% since the results and currently trades at $53.44.

Read our full analysis of CTS’s results here.

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 result beat analysts’ expectations by 3.8%. It was an exceptional quarter as it also recorded revenue guidance for next quarter exceeding analysts’ expectations and a solid beat of analysts’ EPS guidance for next quarter estimates.

Jabil had the weakest full-year guidance update among its peers. The stock is up 23.6% since reporting and currently trades at $262.65.

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

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 number surpassed analysts’ expectations by 2.9%. Overall, it was an exceptional quarter as it also logged an impressive beat of analysts’ EPS guidance for next quarter estimates and revenue guidance for next quarter exceeding analysts’ expectations.

The stock is up 4.3% since reporting and currently trades at $100.37.

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

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