20-quarter listed-company comparison

Electronic Components Stocks

Electronic Components: Jabil Inc. owns the largest revenue base; LightPath Technologies, Inc. has the fastest current growth.

The industry itself · before any single company

How has Electronic Components moved against S&P 500?

The line below covers 5.2 years. Over the most recent two of them this industry is 177% ahead of S&P 500. Earnings across its companies grew 15% on average over the last four reported quarters. It has been ahead of S&P 500 on a rolling three-month view for 62 weeks running.

FADING · −16 in 4w✓Price and the fundamentals both up8 of 30 companies ahead of S&P 500 by 5% or more over three months

RS ↑62w · 23/30 >200d (−2) · 8/30 lead (−16) · EPS 23/30↑

Electronic Components, equal-weighted, based at 200 S&P 500, same base, same start trailing 12-month earnings per share rising falling

Strength anatomy NarrowHow much of the industry is participating, how recently, and whether the movers score well.

Together8 of 30 stocks moving

Fresh0 crossed in the last 4 weeks

Backed by scoresmovers score +6 vs the industry average

Down the cap ladder — bar is now, tick is four weeks ago

Large 1/6−3

Mid 2/11−6

Small 5/13−7

Participation is not spreading downward this month; the larger companies are still carrying most of it.

Both lines start at 200 in the same week, so the distance between them is the whole story: the industry line is an equal-weighted index of its 30 companies. The bars underneath are trailing 12-month earnings per share, one bar per reported quarter, each member rebased to 100 at the start and the industry taking the median — so a price line pulling away from flat bars is a re-rating, not earnings. A bar turns red when that figure is lower than the quarter before. Rules are fixed and applied identically everywhere on this site: ahead by 5% or more over three months, or behind by 20% or more over a year while earnings grew 20% or more. Hover any point to read both values and the gap. This is a description of what the numbers did, not advice.

Sector relative strength · before individual stocks

Is Electronic Components outperforming S&P 500?

Electronic Components has outperformed S&P 500 by 70.8% over the last 52 weeks. Over 13 weeks the gap is a shortfall of 3.1%. 21 of 30 covered companies currently beat the S&P 500 on Mansfield relative strength, so leadership inside the sector is selective. Methode Electronics, Inc. is the strongest against the sector itself at +34%.

-3.1%Sector vs S&P 500 · 13 weeks

+70.8%Sector vs S&P 500 · 52 weeks

21/30Stocks leading S&P 500

12/30Stocks leading sector

Sector metric: — as of latest available · unclassified · direction unavailable.

The central tension: the companies with the most scale are not necessarily the companies creating the most change.

Start with scale. Then earnings trajectory. Then business quality. Only after those three agree should price leadership carry much weight.

Bottom line

Electronic Components has outperformed S&P 500 by 70.8% over 52 weeks and 3.1% over 13 weeks. 21 of 30 covered companies beat the S&P 500 on Mansfield relative strength, while 12 of 30 beat the sector itself. Jabil Inc. leads with revenue of $33,590 million, based on 24 of 30 comparable companies through Jun 2026.

Is the Electronic Components sector outperforming S&P 500?

Which Electronic Components company is largest by revenue?

Jabil Inc. leads with revenue of $33,590 million, based on 24 of 30 comparable companies through Jun 2026.

Which Electronic Components company is growing fastest?

LightPath Technologies, Inc. has the fastest current revenue growth at 87.9%, across 24 of 30 comparable companies.

Which Electronic Components company has the strongest 4-Factor Sector Score?

Celestica Inc. ranks first at 65.4/100 with 82% evidence confidence. The score prioritizes research; it is not a buy recommendation.

Which Electronic Components company reports the most CAPEX?

Corning Incorporated reports the largest latest CAPEX at $332 million, with 30 of 30 companies comparable.

Which Electronic Components company has the least gross debt?

M-tron Industries, Inc. has the lowest comparable gross debt at $0 million. Amphenol Corporation has the highest at $18,749 million.

Which Electronic Components company has the lowest comparable PEG?

Celestica Inc. has the lowest comparable Guarded PEG at 0.62, among 16 of 30 companies that pass the metric’s comparability rules.

How much history does this Electronic Components comparison include?

The page compares up to 20 reported quarters per company for fundamentals, CAPEX, debt and valuation, ending Jun 2026. Missing observations remain blank rather than being estimated.

How is the 4-Factor Sector Score calculated?

The four visible contributions add directly: growth and earnings up to 35 points, capital efficiency up to 25, valuation up to 20, and relative strength up to 20. Missing or stale evidence moves only the affected contribution toward neutral.

Companies

complete canonical membership

Combined market value

$555.4B

Amphenol Corporation

Revenue growing

20/24

positive TTM year-on-year growth

Beating S&P 500

21/30

positive Mansfield relative strength

Global company selection

00 · research priority, made explicit

4-Factor Sector Score

An additive sector-relative research score. The four displayed point contributions always equal the total: Growth & earnings (35), Capital efficiency (25), Valuation (20), and Relative strength (20). Missing or stale evidence is absorbed inside the affected factor, never applied as a hidden adjustment.

Growth & earnings · 35%Capital efficiency · 25%Valuation · 20%Relative strength · 20%

Celestica Inc. has the strongest current balance of earnings trajectory, business quality, valuation and price confirmation, with 82% evidence confidence.

M-tron Industries, Inc. looks inexpensive relative to peers or its own history, but its earnings trajectory has not yet earned the valuation signal.

Plexus Corp. has stronger price confirmation than earnings confirmation; that is a research prompt, not permission to chase.

Missing observations are not scored as bad. Their missing weight lowers confidence and pulls the final score toward neutral. PEG is guarded: positive earnings, positive 5–60% three-year EPS growth, and a positive P/E are required.

1. Celestica Inc. · CLS

65.4/100 · Favorable setup · 82% evidence

Exact sum: 28.2 + 15.2 + 15.2 + 6.8 = 65.4

Decision use: Acceleration candidate, not a confirmed leader: earnings are strong but sector-relative strength is -10.6% and the one-year return is 79.8%. Do not upgrade until sector-relative strength is above zero and another reported period confirms growth.

28.2/35Growth & earnings

Revenue 36.7% · PAT 100% · OPM change 1.8 pp

83% evidence

15.2/25Capital efficiency

ROCE 9.1% · debt/equity 0.37×

80% evidence

15.2/20Valuation

P/E 34.1× · PEG 0.62

65% evidence

6.8/20Relative strength

RS sector -10.6% · RS bench 7.6% · 1Y 79.8%

100% evidence

2. CTS Corporation · CTS

64.5/100 · Mixed-positive evidence · 82% evidence

Exact sum: 19.4 + 14.3 + 15.2 + 15.6 = 64.5

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

19.4/35Growth & earnings

Revenue 7.8% · PAT 16.7% · OPM change 2.9 pp

83% evidence

14.3/25Capital efficiency

ROCE 3.3% · debt/equity 0.17×

80% evidence

15.2/20Valuation

P/E 20.4× · PEG 0.86

65% evidence

15.6/20Relative strength

RS sector 1% · RS bench 21.2% · 1Y 68.6%

100% evidence

3. Amphenol Corporation · APH

60.1/100 · Mixed-positive evidence · 82% evidence

Exact sum: 24.5 + 13.7 + 14.7 + 7.2 = 60.1

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

24.5/35Growth & earnings

Revenue 54.4% · PAT 71% · OPM change 2.7 pp

83% evidence

13.7/25Capital efficiency

ROCE 7.1% · debt/equity 1.33×

80% evidence

14.7/20Valuation

P/E 36.3× · PEG 0.78

65% evidence

7.2/20Relative strength

RS sector -19.4% · RS bench -1.7% · 1Y 37.9%

100% evidence

4. Ralliant Corporation · RAL

58.5/100 · Thin evidence · provisional · 53% evidence

Exact sum: 19.9 + 12.3 + 11.2 + 15.1 = 58.5

Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.

19.9/35Growth & earnings

Revenue — · PAT — · OPM change 1 pp

45% evidence

12.3/25Capital efficiency

ROCE 4.4% · debt/equity 0.73×

80% evidence

11.2/20Valuation

P/E 20.8× · PEG —

15% evidence

15.1/20Relative strength

RS sector 3.8% · RS bench 25.7% · 1Y 52.6%

70% evidence

5. Knowles Corporation · KN

57.9/100 · Thin evidence · provisional · 59% evidence

Exact sum: 20.7 + 11.2 + 9.3 + 16.7 = 57.9

Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.

20.7/35Growth & earnings

Revenue — · PAT — · OPM change 7.4 pp

45% evidence

11.2/25Capital efficiency

ROCE 2.6% · debt/equity 0.19×

80% evidence

9.3/20Valuation

P/E 53.9× · PEG —

15% evidence

16.7/20Relative strength

RS sector 3.5% · RS bench 23% · 1Y 80.9%

100% evidence

6. Methode Electronics, Inc. · MEI

57.8/100 · Mixed-positive evidence · 68% evidence

Exact sum: 19.4 + 7.3 + 11.1 + 20 = 57.8

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

19.4/35Growth & earnings

Revenue -2.8% · PAT — · OPM change 12.9 pp

71% evidence

7.3/25Capital efficiency

ROCE 1% · debt/equity 0.52×

80% evidence

11.1/20Valuation

P/E 21.4× · PEG —

15% evidence

20.0/20Relative strength

RS sector 34% · RS bench 58.6% · 1Y 134%

100% evidence

7. M-tron Industries, Inc. · MPTI

57.0/100 · Mixed-positive evidence · 76% evidence

Exact sum: 14 + 16.6 + 13.6 + 12.8 = 57

Decision use: Cheap but unconfirmed: require improving earnings before treating the valuation as an opportunity.

14.0/35Growth & earnings

Revenue 9.8% · PAT 12.5% · OPM change 2 pp

83% evidence

16.6/25Capital efficiency

ROCE 4.9% · debt/equity 0×

80% evidence

13.6/20Valuation

P/E 25.9× · PEG 0.98

65% evidence

12.8/20Relative strength

RS sector 1.4% · RS bench 20.1% · 1Y 92.6%

70% evidence

8. Jabil Inc. · JBL

55.7/100 · Mixed-positive evidence · 86% evidence

Exact sum: 22.9 + 11.2 + 13.8 + 7.8 = 55.7

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

22.9/35Growth & earnings

Revenue 17.8% · PAT 49.2% · OPM change 0 pp

95% evidence

11.2/25Capital efficiency

ROCE 9% · debt/equity 2.93×

80% evidence

13.8/20Valuation

P/E 45.5× · PEG 0.82

65% evidence

7.8/20Relative strength

RS sector -10% · RS bench 7.2% · 1Y 38.6%

100% evidence

9. Allient Inc. · ALNT

55.2/100 · Mixed-positive evidence · 76% evidence

Exact sum: 19.1 + 10 + 10.9 + 15.2 = 55.2

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

19.1/35Growth & earnings

Revenue 8.7% · PAT 100% · OPM change 0.1 pp

83% evidence

10.0/25Capital efficiency

ROCE 1.8% · debt/equity 0.63×

80% evidence

10.9/20Valuation

P/E 41.3× · PEG 1.47

65% evidence

15.2/20Relative strength

RS sector 4.3% · RS bench 23.6% · 1Y 119%

70% evidence

10. Ouster, Inc. · OUST

54.8/100 · Mixed-positive evidence · 62% evidence

Exact sum: 25 + 7.5 + 10 + 12.3 = 54.8

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

25.0/35Growth & earnings

Revenue 57.6% · PAT — · OPM change 33.5 pp

62% evidence

7.5/25Capital efficiency

ROCE -8% · debt/equity 0.06×

80% evidence

10.0/20Valuation

P/E — · PEG —

0% evidence

12.3/20Relative strength

RS sector -8.4% · RS bench 11.3% · 1Y 54.3%

100% evidence

11. Plexus Corp. · PLXS

54.2/100 · Thin evidence · provisional · 59% evidence

Exact sum: 16.4 + 13.4 + 10.3 + 14.1 = 54.2

Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.

16.4/35Growth & earnings

Revenue — · PAT — · OPM change 0 pp

45% evidence

13.4/25Capital efficiency

ROCE 3.9% · debt/equity 0.17×

80% evidence

10.3/20Valuation

P/E 30.3× · PEG —

15% evidence

14.1/20Relative strength

RS sector 3.1% · RS bench 20.9% · 1Y 99.8%

100% evidence

12. Richardson Electronics, Ltd. · RELL

54.0/100 · Thin evidence · provisional · 53% evidence

Exact sum: 16.5 + 10.9 + 9.9 + 16.7 = 54

Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.

16.5/35Growth & earnings

Revenue — · PAT — · OPM change -1.3 pp

45% evidence

10.9/25Capital efficiency

ROCE 1.9% · debt/equity 0.01×

80% evidence

9.9/20Valuation

P/E 38.6× · PEG —

15% evidence

16.7/20Relative strength

RS sector 17.3% · RS bench 39.4% · 1Y 94.2%

70% evidence

13. Vicor Corporation · VICR

53.7/100 · Thin evidence · provisional · 59% evidence

Exact sum: 16.8 + 16.1 + 8.7 + 12.1 = 53.7

Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.

16.8/35Growth & earnings

Revenue — · PAT — · OPM change 15.1 pp

45% evidence

16.1/25Capital efficiency

ROCE 4.8% · debt/equity 0.01×

80% evidence

8.7/20Valuation

P/E 121.7× · PEG —

15% evidence

12.1/20Relative strength

RS sector 5% · RS bench 15.8% · 1Y 338.2%

100% evidence

14. Daktronics, Inc. · DAKT

51.6/100 · Mixed-positive evidence · 62% evidence

Exact sum: 23.5 + 13.1 + 10.9 + 4.1 = 51.6

Decision use: Acceleration candidate, not a confirmed leader: earnings are strong but sector-relative strength is -25.9% and the one-year return is 23%. Do not upgrade until sector-relative strength is above zero and another reported period confirms growth.

23.5/35Growth & earnings

Revenue 10.8% · PAT — · OPM change 7.8 pp

71% evidence

13.1/25Capital efficiency

ROCE 4.1% · debt/equity 0.04×

80% evidence

10.9/20Valuation

P/E 21.4× · PEG —

15% evidence

4.1/20Relative strength

RS sector -25.9% · RS bench -8.8% · 1Y 23%

70% evidence

15. Flex Ltd. · FLEX

51.4/100 · Mixed-positive evidence · 82% evidence

Exact sum: 14.7 + 11.2 + 6.7 + 18.8 = 51.4

Decision use: Price leads the evidence: RS versus the benchmark is 31.4%, but earnings trajectory is weak. Wait for revenue and profit confirmation.

14.7/35Growth & earnings

Revenue 8.1% · PAT 5% · OPM change 0.2 pp

83% evidence

11.2/25Capital efficiency

ROCE 4% · debt/equity 0.84×

80% evidence

6.7/20Valuation

P/E 28.1× · PEG 2.83

65% evidence

18.8/20Relative strength

RS sector 13.8% · RS bench 31.4% · 1Y 128.8%

100% evidence

16. TE Connectivity plc · TEL

51.3/100 · Thin evidence · provisional · 59% evidence

Exact sum: 18.2 + 15.5 + 11.5 + 6.1 = 51.3

Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.

18.2/35Growth & earnings

Revenue — · PAT — · OPM change 2 pp

45% evidence

15.5/25Capital efficiency

ROCE 4.8% · debt/equity 0.42×

80% evidence

11.5/20Valuation

P/E 19× · PEG —

15% evidence

6.1/20Relative strength

RS sector -26.5% · RS bench -8.5% · 1Y 6.1%

100% evidence

17. Benchmark Electronics, Inc. · BHE

50.5/100 · Mixed-positive evidence · 82% evidence

Exact sum: 13.3 + 10.5 + 12.3 + 14.4 = 50.5

Decision use: Price leads the evidence: RS versus the benchmark is 25.2%, but earnings trajectory is weak. Wait for revenue and profit confirmation.

13.3/35Growth & earnings

Revenue 3.5% · PAT -35.9% · OPM change 1.3 pp

83% evidence

10.5/25Capital efficiency

ROCE 1.5% · debt/equity 0.28×

80% evidence

12.3/20Valuation

P/E 59× · PEG 0.93

65% evidence

14.4/20Relative strength

RS sector 7.3% · RS bench 25.2% · 1Y 104%

100% evidence

18. Littelfuse, Inc. · LFUS

49.8/100 · Mixed-negative evidence · 72% evidence

Exact sum: 16.8 + 12.9 + 9.2 + 10.9 = 49.8

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

16.8/35Growth & earnings

Revenue 12.7% · PAT -142.1% · OPM change 2.7 pp

83% evidence

12.9/25Capital efficiency

ROCE 3% · debt/equity 0.28×

80% evidence

9.2/20Valuation

P/E 54.9× · PEG —

15% evidence

10.9/20Relative strength

RS sector -6% · RS bench 11.3% · 1Y 56.3%

100% evidence

19. Bel Fuse Inc. · BELFA

48.0/100 · Mixed-negative evidence · 82% evidence

Exact sum: 17.7 + 12.7 + 10.2 + 7.4 = 48

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

17.7/35Growth & earnings

Revenue 25.4% · PAT 40.4% · OPM change -3.1 pp

83% evidence

12.7/25Capital efficiency

ROCE 2.9% · debt/equity 0.42×

80% evidence

10.2/20Valuation

P/E 43.4× · PEG 1.59

65% evidence

7.4/20Relative strength

RS sector -6.8% · RS bench 9% · 1Y 88.1%

100% evidence

20. LightPath Technologies, Inc. · LPTH

46.6/100 · Thin evidence · provisional · 56% evidence

Exact sum: 23.9 + 7.8 + 10 + 4.9 = 46.6

Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.

23.9/35Growth & earnings

Revenue 87.9% · PAT — · OPM change 15.5 pp

62% evidence

7.8/25Capital efficiency

ROCE -4.4% · debt/equity 0.1×

80% evidence

10.0/20Valuation

P/E — · PEG —

0% evidence

4.9/20Relative strength

RS sector -17.9% · RS bench -4.3% · 1Y 250.3%

70% evidence

21. TTM Technologies, Inc. · TTMI

46.2/100 · Mixed-negative evidence · 82% evidence

Exact sum: 22 + 10.1 + 8.9 + 5.2 = 46.2

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

22.0/35Growth & earnings

Revenue 25.4% · PAT 84.9% · OPM change 0.9 pp

83% evidence

10.1/25Capital efficiency

ROCE 2.6% · debt/equity 0.56×

80% evidence

8.9/20Valuation

P/E 47.7× · PEG 1.82

65% evidence

5.2/20Relative strength

RS sector -9.1% · RS bench 2.7% · 1Y 150.8%

100% evidence

22. Corning Incorporated · GLW

44.8/100 · Mixed-negative evidence · 82% evidence

Exact sum: 24.3 + 10.9 + 6.2 + 3.4 = 44.8

Decision use: Acceleration candidate, not a confirmed leader: earnings are strong but sector-relative strength is -15.7% and the one-year return is 103.1%. Do not upgrade until sector-relative strength is above zero and another reported period confirms growth.

24.3/35Growth & earnings

Revenue 20.1% · PAT 100% · OPM change 2.5 pp

83% evidence

10.9/25Capital efficiency

ROCE 2.7% · debt/equity 0.73×

80% evidence

6.2/20Valuation

P/E 65.1× · PEG 2.56

65% evidence

3.4/20Relative strength

RS sector -15.7% · RS bench -2.9% · 1Y 103.1%

100% evidence

23. Rogers Corporation · ROG

43.3/100 · Mixed-negative evidence · 65% evidence

Exact sum: 17.6 + 10.2 + 8.8 + 6.7 = 43.3

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

17.6/35Growth & earnings

Revenue 1.9% · PAT -423.5% · OPM change 5.5 pp

62% evidence

10.2/25Capital efficiency

ROCE 0.8% · debt/equity 0.02×

80% evidence

8.8/20Valuation

P/E 74.2× · PEG —

15% evidence

6.7/20Relative strength

RS sector -10.8% · RS bench 5.7% · 1Y 77.1%

100% evidence

24. Fabrinet · FN

42.4/100 · Mixed-negative evidence · 67% evidence

Exact sum: 19.5 + 15.8 + 6.1 + 1 = 42.4

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

19.5/35Growth & earnings

Revenue 24.7% · PAT 15.6% · OPM change 0.6 pp

53% evidence

15.8/25Capital efficiency

ROCE 5.6% · debt/equity 0×

60% evidence

6.1/20Valuation

P/E 45.8× · PEG 2.73

65% evidence

1.0/20Relative strength

RS sector -28.5% · RS bench -14.6% · 1Y 42.7%

100% evidence

25. Kopin Corporation · KOPN

37.7/100 · Mixed-negative evidence · 65% evidence

Exact sum: 14.3 + 7.8 + 8.5 + 7.1 = 37.7

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

14.3/35Growth & earnings

Revenue -23.5% · PAT — · OPM change -19.6 pp

62% evidence

7.8/25Capital efficiency

ROCE -12.6% · debt/equity 0.02×

80% evidence

8.5/20Valuation

P/E 181.5× · PEG —

15% evidence

7.1/20Relative strength

RS sector -9% · RS bench 7.6% · 1Y 102.9%

100% evidence

26. Sanmina Corporation · SANM

37.6/100 · Mixed-negative evidence · 82% evidence

Exact sum: 16.6 + 11 + 6.3 + 3.7 = 37.6

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

16.6/35Growth & earnings

Revenue 44.5% · PAT 4.2% · OPM change -0.7 pp

83% evidence

11.0/25Capital efficiency

ROCE 3.9% · debt/equity 0.83×

80% evidence

6.3/20Valuation

P/E 27.7× · PEG 2.92

65% evidence

3.7/20Relative strength

RS sector -17.2% · RS bench -1.8% · 1Y 55.4%

100% evidence

27. LSI Industries Inc. · LYTS

35.3/100 · Mixed-negative evidence · 76% evidence

Exact sum: 14.2 + 7.9 + 6.1 + 7.1 = 35.3

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

14.2/35Growth & earnings

Revenue 11.5% · PAT 17.4% · OPM change -2 pp

83% evidence

7.9/25Capital efficiency

ROCE 0.9% · debt/equity 0.85×

80% evidence

6.1/20Valuation

P/E 24.8× · PEG 3.44

65% evidence

7.1/20Relative strength

RS sector -16.1% · RS bench 3% · 1Y 33.2%

70% evidence

28. Syntec Optics Holdings, Inc. · OPTX

33.7/100 · Thin evidence · provisional · 59% evidence

Exact sum: 7.5 + 4.3 + 8.6 + 13.3 = 33.7

Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.

7.5/35Growth & earnings

Revenue 0% · PAT — · OPM change -19.4 pp

62% evidence

4.3/25Capital efficiency

ROCE -5.6% · debt/equity 1.22×

80% evidence

8.6/20Valuation

P/E 123× · PEG —

15% evidence

13.3/20Relative strength

RS sector 2.9% · RS bench 11.5% · 1Y 273.1%

70% evidence

29. Universal Display Corporation · OLED

33.4/100 · Adverse evidence · 76% evidence

Exact sum: 7.1 + 12.6 + 8.8 + 4.9 = 33.4

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

7.1/35Growth & earnings

Revenue -3.4% · PAT -7% · OPM change -11.8 pp

83% evidence

12.6/25Capital efficiency

ROCE 2.4% · debt/equity —

57% evidence

8.8/20Valuation

P/E 20.5× · PEG 2.55

65% evidence

4.9/20Relative strength

RS sector -47.4% · RS bench -32.5% · 1Y -43.2%

100% evidence

30. OSI Systems, Inc. · OSIS

30.8/100 · Adverse evidence · 82% evidence

Exact sum: 11.6 + 10.9 + 5.4 + 2.9 = 30.8

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

11.6/35Growth & earnings

Revenue 7% · PAT 7.8% · OPM change -1 pp

83% evidence

10.9/25Capital efficiency

ROCE 3% · debt/equity 1.12×

80% evidence

5.4/20Valuation

P/E 30.3× · PEG 4.61

65% evidence

2.9/20Relative strength

RS sector -34.6% · RS bench -18.7% · 1Y 0.5%

100% evidence

01 · compare level, then change

Revenue Scale & Growth Durability

Jabil Inc. has the highest Revenue among the 30 Electronic Components companies compared here, at $33,590 million. Flex Ltd. is next at $27,914 million. LightPath Technologies, Inc. has the highest Revenue growth at 87.9%, so level and change sit with different companies. 24 of 30 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: Jabil Inc. is the scale leader at $33,590 million, 20.3% ahead of Flex Ltd.. LightPath Technologies, Inc.'s growth is 87.9% from a $62 million base, with 19 reported observations in the 20-quarter window. Treat the growth leader as an acceleration candidate, not as equally proven scale.

LeaderJabil Inc. · $33,590 million

Gap20.3% versus #2 · Flex Ltd.

Persistence5/8 recent comparable periods

Coverage24/30 companies · 548 observations

Investor read: Jabil Inc. is the scale benchmark; LightPath Technologies, Inc. is the acceleration watch. Promote the challenger only if growth persists and converts into margin and returns.

This conclusion weakens if: Jabil Inc.'s growth falls below LightPath Technologies, Inc.'s for two consecutive comparable reports while operating margin also compresses.

Revenue is compared on a common reported-currency basis. Growth is year-on-year, so seasonality does not masquerade as progress.

Revenuelargest

1Jabil Inc. JBL$33.6B

2Flex Ltd. FLEX$27.9B

3Amphenol Corporation APH$25.9B

4Corning Incorporated GLW$16.3B

5Celestica Inc. CLS$13.8B

Revenue growthfastest growers

1LightPath Technologies, Inc. LPTH88%

2Ouster, Inc. OUST58%

3Amphenol Corporation APH54%

4Sanmina Corporation SANM45%

5Celestica Inc. CLS37%

Revenue · company comparison

24/30 level · 24/30 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

Company	Revenue	Revenue growth	Reported
Jabil Inc. JBL	$8.8B	12%	Jun 2026
Amphenol Corporation APH	$7.6B	58%	Mar 2026
Flex Ltd. FLEX	$7.5B	17%	Mar 2026
TE Connectivity plc TEL	$4.7B	15%	Jun 2026
Corning Incorporated GLW	$4.1B	20%	Mar 2026
Celestica Inc. CLS	$4.0B	53%	Mar 2026
Sanmina Corporation SANM	$4.0B	102%	Mar 2026
Plexus Corp. PLXS	$1.2B	14%	Jun 2026
Fabrinet FN	$1.1B	36%	Dec 2025
TTM Technologies, Inc. TTMI	$846M	30%	Mar 2026
Benchmark Electronics, Inc. BHE	$677M	7.1%	Mar 2026
Littelfuse, Inc. LFUS	$657M	19%	Mar 2026
Ralliant Corporation RAL	$535M	6.4%	Jun 2026
OSI Systems, Inc. OSIS	$453M	2.0%	Mar 2026
Methode Electronics, Inc. MEI	$298M	16%	Jun 2026
Daktronics, Inc. DAKT	$209M	21%	Jun 2026
Rogers Corporation ROG	$201M	5.2%	Mar 2026
Bel Fuse Inc. BELFA	$178M	17%	Mar 2026
Knowles Corporation KN	$153M	16%	Jun 2026
LSI Industries Inc. LYTS	$151M	14%	Mar 2026
Universal Display Corporation OLED	$142M	-14%	Mar 2026
CTS Corporation CTS	$139M	10%	Mar 2026
Allient Inc. ALNT	$139M	4.5%	Mar 2026
Vicor Corporation VICR	$113M	20%	Jun 2026
Richardson Electronics, Ltd. RELL	$55M	1.9%	Jun 2026
Ouster, Inc. OUST	$49M	48%	Mar 2026
LightPath Technologies, Inc. LPTH	$19M	111%	Mar 2026
M-tron Industries, Inc. MPTI	$15M	15%	Mar 2026
Kopin Corporation KOPN	$11M	0.0%	Mar 2026
Syntec Optics Holdings, Inc. OPTX	$7M	0.0%	Mar 2026

Full 20-quarter history · every available company

Revenue · reported quarter history

Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Amphenol Corporation · APH

Sep 2021$2.8B

Dec 2021$3.0B

Mar 2022$3.0B

Jun 2022$3.1B

Sep 2022$3.3B

Dec 2022$3.2B

Mar 2023$3.0B

Jun 2023$3.1B

Sep 2023$3.2B

Dec 2023$3.3B

Mar 2024$3.3B

Jun 2024$3.6B

Sep 2024$4.0B

Dec 2024$4.3B

Mar 2025$4.8B

Jun 2025$5.7B

Sep 2025$6.2B

Dec 2025$6.4B

Mar 2026$7.6B

Jun 2026—

Celestica Inc. · CLS

Sep 2021$1.5B

Dec 2021$1.5B

Mar 2022$1.6B

Jun 2022$1.7B

Sep 2022$1.9B

Dec 2022$2.0B

Mar 2023$1.8B

Jun 2023$1.9B

Sep 2023$2.0B

Dec 2023$2.1B

Mar 2024$2.2B

Jun 2024$2.4B

Sep 2024$2.5B

Dec 2024$2.5B

Mar 2025$2.6B

Jun 2025$2.9B

Sep 2025$3.2B

Dec 2025$3.7B

Mar 2026$4.0B

Jun 2026—

Corning Incorporated · GLW

Sep 2021$3.6B

Dec 2021$3.7B

Mar 2022$3.7B

Jun 2022$3.6B

Sep 2022$3.5B

Dec 2022$3.4B

Mar 2023$3.2B

Jun 2023$3.2B

Sep 2023$3.2B

Dec 2023$3.0B

Mar 2024$3.0B

Jun 2024$3.3B

Sep 2024$3.4B

Dec 2024$3.5B

Mar 2025$3.5B

Jun 2025$3.9B

Sep 2025$4.1B

Dec 2025$4.2B

Mar 2026$4.1B

Jun 2026—

Fabrinet · FN

Sep 2021$543M

Dec 2021$567M

Mar 2022$564M

Jun 2022$588M

Sep 2022$655M

Dec 2022$669M

Mar 2023$665M

Jun 2023$656M

Sep 2023$685M

Dec 2023$713M

Mar 2024$732M

Jun 2024$753M

Sep 2024$804M

Dec 2024$834M

Mar 2025$872M

Jun 2025$910M

Sep 2025$978M

Dec 2025$1.1B

Mar 2026—

Jun 2026—

Flex Ltd. · FLEX

Sep 2021$6.3B

Dec 2021$6.2B

Mar 2022$6.9B

Jun 2022—

Sep 2022$7.3B

Dec 2022$7.8B

Mar 2023$7.5B

Jun 2023$6.9B

Sep 2023$6.9B

Dec 2023$6.4B

Mar 2024$6.2B

Jun 2024$6.3B

Sep 2024$6.5B

Dec 2024$6.6B

Mar 2025$6.4B

Jun 2025$6.6B

Sep 2025$6.8B

Dec 2025$7.1B

Mar 2026$7.5B

Jun 2026—

Jabil Inc. · JBL

Sep 2021$7.4B

Dec 2021$8.6B

Mar 2022$7.6B

Jun 2022$8.3B

Sep 2022$9.0B

Dec 2022$9.6B

Mar 2023$8.1B

Jun 2023$8.5B

Sep 2023$8.5B

Dec 2023$8.4B

Mar 2024$6.8B

Jun 2024$6.8B

Sep 2024$7.0B

Dec 2024$7.0B

Mar 2025$6.7B

Jun 2025$7.8B

Sep 2025$8.3B

Dec 2025$8.3B

Mar 2026$8.3B

Jun 2026$8.8B

Littelfuse, Inc. · LFUS

Sep 2021$540M

Dec 2021—

Mar 2022$553M

Jun 2022$623M

Sep 2022$618M

Dec 2022$659M

Mar 2023—

Jun 2023$610M

Sep 2023$612M

Dec 2023$534M

Mar 2024$535M

Jun 2024$558M

Sep 2024$567M

Dec 2024$530M

Mar 2025$554M

Jun 2025$613M

Sep 2025$625M

Dec 2025$594M

Mar 2026$657M

Jun 2026—

Ralliant Corporation · RAL

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024$541M

Jun 2024$534M

Sep 2024$532M

Dec 2024$548M

Mar 2025$482M

Jun 2025$503M

Sep 2025$529M

Dec 2025$555M

Mar 2026—

Jun 2026$535M

Sanmina Corporation · SANM

Sep 2021$1.7B

Dec 2021$1.6B

Mar 2022$1.8B

Jun 2022$1.9B

Sep 2022$2.0B

Dec 2022$2.2B

Mar 2023—

Jun 2023$2.3B

Sep 2023$2.2B

Dec 2023$1.9B

Mar 2024$1.8B

Jun 2024$1.8B

Sep 2024$2.0B

Dec 2024$2.0B

Mar 2025$2.0B

Jun 2025$2.0B

Sep 2025$2.1B

Dec 2025$3.2B

Mar 2026$4.0B

Jun 2026—

TE Connectivity plc · TEL

Sep 2021$3.8B

Dec 2021$3.8B

Mar 2022$4.0B

Jun 2022$4.1B

Sep 2022$4.4B

Dec 2022$3.8B

Mar 2023$4.2B

Jun 2023$4.0B

Sep 2023$4.0B

Dec 2023$3.8B

Mar 2024$4.0B

Jun 2024$4.0B

Sep 2024$4.1B

Dec 2024$3.8B

Mar 2025$4.1B

Jun 2025$4.5B

Sep 2025$4.7B

Dec 2025$4.7B

Mar 2026$4.7B

Jun 2026—

TTM Technologies, Inc. · TTMI

Sep 2021$557M

Dec 2021—

Mar 2022$598M

Jun 2022$581M

Sep 2022$626M

Dec 2022$671M

Mar 2023$617M

Jun 2023$544M

Sep 2023$547M

Dec 2023$573M

Mar 2024$569M

Jun 2024$570M

Sep 2024$605M

Dec 2024$651M

Mar 2025$649M

Jun 2025$731M

Sep 2025$753M

Dec 2025$774M

Mar 2026$846M

Jun 2026—

Vicor Corporation · VICR

Sep 2021$85M

Dec 2021$90M

Mar 2022$88M

Jun 2022$102M

Sep 2022$103M

Dec 2022$105M

Mar 2023$98M

Jun 2023$107M

Sep 2023$108M

Dec 2023$93M

Mar 2024$84M

Jun 2024$86M

Sep 2024$93M

Dec 2024$359M

Mar 2025$94M

Jun 2025$186M

Sep 2025$110M

Dec 2025$363M

Mar 2026$113M

Jun 2026—

Revenue growth · reported quarter history

Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Amphenol Corporation · APH

Sep 2021—

Dec 2021—

Mar 2022—

Jun 202218%

Sep 202217%

Dec 20227.0%

Mar 20230.8%

Jun 2023-2.7%

Sep 2023-2.9%

Dec 20232.8%

Mar 20249.5%

Jun 202418%

Sep 202426%

Dec 202430%

Mar 202548%

Jun 202557%

Sep 202553%

Dec 202549%

Mar 202658%

Jun 2026—

Celestica Inc. · CLS

Sep 2021—

Dec 2021—

Mar 2022—

Jun 202221%

Sep 202231%

Dec 202235%

Mar 202317%

Jun 202313%

Sep 20236.2%

Dec 20234.8%

Mar 202420%

Jun 202423%

Sep 202422%

Dec 202419%

Mar 202520%

Jun 202521%

Sep 202528%

Dec 202544%

Mar 202653%

Jun 2026—

Corning Incorporated · GLW

Sep 2021—

Dec 2021—

Mar 2022—

Jun 20223.3%

Sep 2022-3.5%

Dec 2022-7.3%

Mar 2023-14%

Jun 2023-10%

Sep 2023-9.0%

Dec 2023-12%

Mar 2024-6.4%

Jun 20240.3%

Sep 20246.9%

Dec 202417%

Mar 202516%

Jun 202519%

Sep 202521%

Dec 202520%

Mar 202620%

Jun 2026—

Fabrinet · FN

Sep 2021—

Dec 2021—

Mar 202218%

Jun 202215%

Sep 202221%

Dec 202218%

Mar 202318%

Jun 202312%

Sep 20234.6%

Dec 20236.6%

Mar 202410%

Jun 202415%

Sep 202417%

Dec 202417%

Mar 202519%

Jun 202521%

Sep 202522%

Dec 202536%

Mar 2026—

Jun 2026—

Flex Ltd. · FLEX

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 202216%

Dec 202225%

Mar 20239.1%

Jun 2023—

Sep 2023-5.6%

Dec 2023-17%

Mar 2024-17%

Jun 2024-8.4%

Sep 2024-5.6%

Dec 20242.1%

Mar 20253.7%

Jun 20254.1%

Sep 20254.0%

Dec 20257.7%

Mar 202617%

Jun 2026—

Jabil Inc. · JBL

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 202222%

Dec 202212%

Mar 20237.7%

Jun 20231.8%

Sep 2023-6.3%

Dec 2023-13%

Mar 2024-17%

Jun 2024-20%

Sep 2024-18%

Dec 2024-17%

Mar 2025-0.6%

Jun 202516%

Sep 202519%

Dec 202519%

Mar 202623%

Jun 202612%

Littelfuse, Inc. · LFUS

Sep 2021—

Dec 2021—

Mar 2022—

Jun 202219%

Sep 202214%

Dec 2022—

Mar 2023—

Jun 2023-2.1%

Sep 2023-1.0%

Dec 2023-19%

Mar 2024—

Jun 2024-8.5%

Sep 2024-7.4%

Dec 2024-0.8%

Mar 20253.6%

Jun 20259.9%

Sep 202510%

Dec 202512%

Mar 202619%

Jun 2026—

Ralliant Corporation · RAL

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025-11%

Jun 2025-5.8%

Sep 2025-0.6%

Dec 20251.3%

Mar 2026—

Jun 20266.4%

Sanmina Corporation · SANM

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 202222%

Dec 202237%

Mar 2023—

Jun 202321%

Sep 20239.1%

Dec 2023-16%

Mar 2024—

Jun 2024-21%

Sep 2024-8.6%

Dec 20247.0%

Mar 20258.1%

Jun 202511%

Sep 20253.9%

Dec 202559%

Mar 2026102%

Jun 2026—

TE Connectivity plc · TEL

Sep 2021—

Dec 2021—

Mar 2022—

Jun 20226.6%

Sep 202214%

Dec 20220.6%

Mar 20233.8%

Jun 2023-2.4%

Sep 2023-7.4%

Dec 2023-0.3%

Mar 2024-4.6%

Jun 2024-0.5%

Sep 20240.8%

Dec 20240.1%

Mar 20254.4%

Jun 202514%

Sep 202517%

Dec 202522%

Mar 202615%

Jun 2026—

TTM Technologies, Inc. · TTMI

Sep 2021—

Dec 2021—

Mar 2022—

Jun 20222.5%

Sep 202212%

Dec 2022—

Mar 20233.2%

Jun 2023-6.4%

Sep 2023-13%

Dec 2023-15%

Mar 2024-7.8%

Jun 20244.8%

Sep 202411%

Dec 202414%

Mar 202514%

Jun 202528%

Sep 202524%

Dec 202519%

Mar 202630%

Jun 2026—

Vicor Corporation · VICR

Sep 2021—

Dec 2021—

Mar 2022—

Jun 20227.4%

Sep 202221%

Dec 202217%

Mar 202311%

Jun 20234.9%

Sep 20234.9%

Dec 2023-11%

Mar 2024-14%

Jun 2024-20%

Sep 2024-14%

Dec 2024286%

Mar 202512%

Jun 2025116%

Sep 202518%

Dec 20251.1%

Mar 202620%

Jun 2026—

02 · compare level, then change

Operating Economics & Margin Trend

Universal Display Corporation has the highest OPM among the 30 Electronic Components companies compared here, at 30.1%. Amphenol Corporation is next at 24%. Ouster, Inc. has the highest Margin change at +33.5 percentage points, so level and change sit with different companies. 30 of 30 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: Universal Display Corporation leads opm at 30.1%; Ouster, Inc. leads margin change at +33.5 percentage points.

LeaderUniversal Display Corporation · 30.1%

Gap25.4% versus #2 · Amphenol Corporation

Persistence4/8 recent comparable periods

Coverage30/30 companies · 547 observations

Investor read: Universal Display Corporation sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current margin change signal.

Operating margin compares operating profit with revenue. Improvement is measured in percentage points, not percentage growth.

OPMhighest

1Universal Display Corporation OLED30%

2Amphenol Corporation APH24%

3TE Connectivity plc TEL20%

4M-tron Industries, Inc. MPTI18%

5CTS Corporation CTS16%

Margin changefastest expanders

1Ouster, Inc. OUST+33.5 pp

2LightPath Technologies, Inc. LPTH+15.5 pp

3Vicor Corporation VICR+15.1 pp

4Methode Electronics, Inc. MEI+12.9 pp

5Daktronics, Inc. DAKT+7.8 pp

Operating margin · company comparison

30/30 level · 30/30 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

Company	OPM	Margin change	Reported
Universal Display Corporation OLED	30%	−11.8 pp	Mar 2026
Amphenol Corporation APH	24%	+2.7 pp	Mar 2026
TE Connectivity plc TEL	20%	+2.0 pp	Jun 2026
M-tron Industries, Inc. MPTI	18%	+2.0 pp	Mar 2026
CTS Corporation CTS	16%	+2.9 pp	Mar 2026
Corning Incorporated GLW	15%	+2.5 pp	Mar 2026
Littelfuse, Inc. LFUS	15%	+2.7 pp	Mar 2026
Vicor Corporation VICR	15%	+15.1 pp	Jun 2026
Bel Fuse Inc. BELFA	13%	−3.1 pp	Mar 2026
Ralliant Corporation RAL	13%	+1.0 pp	Jun 2026
OSI Systems, Inc. OSIS	12%	−1.0 pp	Mar 2026
Knowles Corporation KN	10%	+7.4 pp	Jun 2026
Fabrinet FN	10%	+0.6 pp	Dec 2025
TTM Technologies, Inc. TTMI	8.6%	+0.9 pp	Mar 2026
Daktronics, Inc. DAKT	6.8%	+7.8 pp	Jun 2026
Celestica Inc. CLS	6.7%	+1.8 pp	Mar 2026
Allient Inc. ALNT	6.7%	+0.1 pp	Mar 2026
Plexus Corp. PLXS	5.3%	0.0 pp	Jun 2026
Rogers Corporation ROG	5.3%	+5.5 pp	Mar 2026
Jabil Inc. JBL	5.1%	0.0 pp	Jun 2026
Flex Ltd. FLEX	5.0%	+0.2 pp	Mar 2026
Sanmina Corporation SANM	3.9%	−0.7 pp	Mar 2026
Methode Electronics, Inc. MEI	3.7%	+12.9 pp	Jun 2026
Benchmark Electronics, Inc. BHE	3.2%	+1.3 pp	Mar 2026
LSI Industries Inc. LYTS	2.7%	−2.0 pp	Mar 2026
Richardson Electronics, Ltd. RELL	2.7%	−1.3 pp	Jun 2026
Syntec Optics Holdings, Inc. OPTX	-12%	−19.4 pp	Mar 2026
LightPath Technologies, Inc. LPTH	-22%	+15.5 pp	Mar 2026
Ouster, Inc. OUST	-40%	+33.5 pp	Mar 2026
Kopin Corporation KOPN	-57%	−19.6 pp	Mar 2026

Full 20-quarter history · every available company

OPM · reported quarter history

Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Amphenol Corporation · APH

Sep 202120%

Dec 202120%

Mar 202220%

Jun 202221%

Sep 202221%

Dec 202221%

Mar 202320%

Jun 202320%

Sep 202321%

Dec 202321%

Mar 202421%

Jun 202419%

Sep 202420%

Dec 202422%

Mar 202521%

Jun 202525%

Sep 202528%

Dec 202527%

Mar 202624%

Jun 2026—

Celestica Inc. · CLS

Sep 20213.5%

Dec 20213.3%

Mar 20222.6%

Jun 20223.7%

Sep 20224.1%

Dec 20224.0%

Mar 20233.0%

Jun 20234.3%

Sep 20234.4%

Dec 20235.1%

Mar 20245.7%

Jun 20245.6%

Sep 20245.5%

Dec 20248.0%

Mar 20254.9%

Jun 20259.4%

Sep 202510%

Dec 20258.6%

Mar 20266.7%

Jun 2026—

Corning Incorporated · GLW

Sep 202115%

Dec 202113%

Mar 202216%

Jun 202214%

Sep 20228.4%

Dec 20222.5%

Mar 20239.3%

Jun 20238.6%

Sep 20237.4%

Dec 20232.6%

Mar 20248.5%

Jun 20245.7%

Sep 20248.9%

Dec 202411%

Mar 202513%

Jun 202515%

Sep 202514%

Dec 202516%

Mar 202615%

Jun 2026—

Fabrinet · FN

Sep 20217.9%

Dec 20219.1%

Mar 20229.5%

Jun 20229.6%

Sep 20229.5%

Dec 20229.9%

Mar 20239.3%

Jun 20239.4%

Sep 20239.3%

Dec 20239.7%

Mar 20249.7%

Jun 20249.7%

Sep 20249.6%

Dec 20249.5%

Mar 20259.0%

Jun 20259.8%

Sep 20259.6%

Dec 202510%

Mar 2026—

Jun 2026—

Flex Ltd. · FLEX

Sep 20214.0%

Dec 20213.8%

Mar 20223.3%

Jun 2022—

Sep 20223.7%

Dec 20224.1%

Mar 20233.6%

Jun 20233.1%

Sep 20234.1%

Dec 20233.1%

Mar 20242.6%

Jun 20243.7%

Sep 20244.5%

Dec 20245.1%

Mar 20254.8%

Jun 20254.7%

Sep 20254.4%

Dec 20255.5%

Mar 20265.0%

Jun 2026—

Jabil Inc. · JBL

Sep 20213.6%

Dec 20214.1%

Mar 20224.1%

Jun 20223.9%

Sep 20224.5%

Dec 20223.8%

Mar 20234.4%

Jun 20234.4%

Sep 20235.2%

Dec 20233.6%

Mar 202417%

Jun 20243.9%

Sep 20244.6%

Dec 20242.8%

Mar 20253.6%

Jun 20255.1%

Sep 20254.1%

Dec 20253.4%

Mar 20264.5%

Jun 20265.1%

Littelfuse, Inc. · LFUS

Sep 202122%

Dec 2021—

Mar 202217%

Jun 202224%

Sep 202222%

Dec 202219%

Mar 2023—

Jun 202318%

Sep 202315%

Dec 202312%

Mar 202410%

Jun 202412%

Sep 202416%

Dec 2024-9.3%

Mar 202513%

Jun 202515%

Sep 202516%

Dec 2025-38%

Mar 202615%

Jun 2026—

Ralliant Corporation · RAL

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 202426%

Jun 202420%

Sep 202421%

Dec 202419%

Mar 202515%

Jun 202512%

Sep 20259.8%

Dec 2025-247%

Mar 2026—

Jun 202613%

Sanmina Corporation · SANM

Sep 20214.5%

Dec 20214.1%

Mar 20224.5%

Jun 20224.0%

Sep 20224.5%

Dec 20224.6%

Mar 2023—

Jun 20235.2%

Sep 20234.9%

Dec 20234.7%

Mar 20244.1%

Jun 20244.5%

Sep 20244.4%

Dec 20244.4%

Mar 20254.6%

Jun 20254.7%

Sep 20253.7%

Dec 20252.3%

Mar 20263.9%

Jun 2026—

TE Connectivity plc · TEL

Sep 202117%

Dec 202118%

Mar 202218%

Jun 202218%

Sep 202215%

Dec 202213%

Mar 202313%

Jun 202316%

Sep 202316%

Dec 202318%

Mar 202417%

Jun 202419%

Sep 202416%

Dec 202418%

Mar 202518%

Jun 202519%

Sep 202519%

Dec 202521%

Mar 202620%

Jun 2026—

TTM Technologies, Inc. · TTMI

Sep 20215.8%

Dec 2021—

Mar 20226.2%

Jun 20224.5%

Sep 20225.9%

Dec 20227.4%

Mar 20237.4%

Jun 2023-0.6%

Sep 20233.9%

Dec 2023-1.8%

Mar 20246.1%

Jun 20243.0%

Sep 20246.4%

Dec 20246.4%

Mar 20257.7%

Jun 20258.5%

Sep 20259.6%

Dec 202510%

Mar 20268.6%

Jun 2026—

Vicor Corporation · VICR

Sep 202114%

Dec 20219.9%

Mar 20225.4%

Jun 202211%

Sep 20222.9%

Dec 20227.7%

Mar 202311%

Jun 202317%

Sep 202315%

Dec 20237.9%

Mar 2024-19%

Jun 20240.2%

Sep 20245.8%

Dec 20242.6%

Mar 2025-0.2%

Jun 202524%

Sep 202519%

Dec 20254.3%

Mar 202615%

Jun 2026—

Margin change · reported quarter history

Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Amphenol Corporation · APH

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022+2.8 pp

Sep 2022+0.4 pp

Dec 2022+1.0 pp

Mar 2023−0.1 pp

Jun 2023−0.4 pp

Sep 2023−0.1 pp

Dec 2023+0.1 pp

Mar 2024+1.1 pp

Jun 2024−0.9 pp

Sep 2024−0.3 pp

Dec 2024+1.4 pp

Mar 2025+0.3 pp

Jun 2025+5.7 pp

Sep 2025+7.2 pp

Dec 2025+4.7 pp

Mar 2026+2.7 pp

Jun 2026—

Celestica Inc. · CLS

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022+0.7 pp

Sep 2022+0.6 pp

Dec 2022+0.7 pp

Mar 2023+0.4 pp

Jun 2023+0.6 pp

Sep 2023+0.3 pp

Dec 2023+1.1 pp

Mar 2024+2.7 pp

Jun 2024+1.3 pp

Sep 2024+1.1 pp

Dec 2024+2.9 pp

Mar 2025−0.8 pp

Jun 2025+3.8 pp

Sep 2025+4.7 pp

Dec 2025+0.6 pp

Mar 2026+1.8 pp

Jun 2026—

Corning Incorporated · GLW

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022−2.8 pp

Sep 2022−6.9 pp

Dec 2022−10.6 pp

Mar 2023−6.2 pp

Jun 2023−5.0 pp

Sep 2023−1.0 pp

Dec 2023+0.1 pp

Mar 2024−0.8 pp

Jun 2024−2.9 pp

Sep 2024+1.5 pp

Dec 2024+8.6 pp

Mar 2025+4.4 pp

Jun 2025+9.1 pp

Sep 2025+5.5 pp

Dec 2025+4.7 pp

Mar 2026+2.5 pp

Jun 2026—

Fabrinet · FN

Sep 2021—

Dec 2021—

Mar 2022+1.6 pp

Jun 2022+1.0 pp

Sep 2022+1.6 pp

Dec 2022+0.8 pp

Mar 2023−0.2 pp

Jun 2023−0.2 pp

Sep 2023−0.2 pp

Dec 2023−0.2 pp

Mar 2024+0.4 pp

Jun 2024+0.3 pp

Sep 2024+0.3 pp

Dec 2024−0.2 pp

Mar 2025−0.7 pp

Jun 2025+0.1 pp

Sep 20250.0 pp

Dec 2025+0.6 pp

Mar 2026—

Jun 2026—

Flex Ltd. · FLEX

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022−0.3 pp

Dec 2022+0.3 pp

Mar 2023+0.3 pp

Jun 2023—

Sep 2023+0.4 pp

Dec 2023−1.0 pp

Mar 2024−1.0 pp

Jun 2024+0.6 pp

Sep 2024+0.4 pp

Dec 2024+2.0 pp

Mar 2025+2.2 pp

Jun 2025+1.0 pp

Sep 2025−0.1 pp

Dec 2025+0.4 pp

Mar 2026+0.2 pp

Jun 2026—

Jabil Inc. · JBL

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022+0.9 pp

Dec 2022−0.3 pp

Mar 2023+0.3 pp

Jun 2023+0.5 pp

Sep 2023+0.7 pp

Dec 2023−0.2 pp

Mar 2024+12.3 pp

Jun 2024−0.5 pp

Sep 2024−0.6 pp

Dec 2024−0.8 pp

Mar 2025−13.1 pp

Jun 2025+1.2 pp

Sep 2025−0.5 pp

Dec 2025+0.6 pp

Mar 2026+0.9 pp

Jun 20260.0 pp

Littelfuse, Inc. · LFUS

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022+5.8 pp

Sep 2022−0.6 pp

Dec 2022—

Mar 2023—

Jun 2023−6.1 pp

Sep 2023−6.7 pp

Dec 2023−6.4 pp

Mar 2024—

Jun 2024−6.4 pp

Sep 2024+0.5 pp

Dec 2024−21.4 pp

Mar 2025+2.4 pp

Jun 2025+3.4 pp

Sep 2025+0.1 pp

Dec 2025−28.2 pp

Mar 2026+2.7 pp

Jun 2026—

Ralliant Corporation · RAL

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025−10.8 pp

Jun 2025−8.0 pp

Sep 2025−11.1 pp

Dec 2025−265.3 pp

Mar 2026—

Jun 2026+1.0 pp

Sanmina Corporation · SANM

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 20220.0 pp

Dec 2022+0.5 pp

Mar 2023—

Jun 2023+1.2 pp

Sep 2023+0.4 pp

Dec 2023+0.1 pp

Mar 2024—

Jun 2024−0.7 pp

Sep 2024−0.5 pp

Dec 2024−0.3 pp

Mar 2025+0.5 pp

Jun 2025+0.2 pp

Sep 2025−0.7 pp

Dec 2025−2.1 pp

Mar 2026−0.7 pp

Jun 2026—

TE Connectivity plc · TEL

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022−1.1 pp

Sep 2022−2.2 pp

Dec 2022−4.5 pp

Mar 2023−4.7 pp

Jun 2023−1.7 pp

Sep 2023+0.6 pp

Dec 2023+5.1 pp

Mar 2024+4.5 pp

Jun 2024+3.2 pp

Sep 2024+0.3 pp

Dec 2024−0.2 pp

Mar 2025+0.7 pp

Jun 2025−0.1 pp

Sep 2025+3.3 pp

Dec 2025+2.6 pp

Mar 2026+2.0 pp

Jun 2026—

TTM Technologies, Inc. · TTMI

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022−2.7 pp

Sep 2022+0.1 pp

Dec 2022—

Mar 2023+1.2 pp

Jun 2023−5.1 pp

Sep 2023−2.0 pp

Dec 2023−9.2 pp

Mar 2024−1.3 pp

Jun 2024+3.6 pp

Sep 2024+2.5 pp

Dec 2024+8.2 pp

Mar 2025+1.6 pp

Jun 2025+5.5 pp

Sep 2025+3.2 pp

Dec 2025+4.0 pp

Mar 2026+0.9 pp

Jun 2026—

Vicor Corporation · VICR

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022−9.9 pp

Sep 2022−11.2 pp

Dec 2022−2.2 pp

Mar 2023+5.3 pp

Jun 2023+5.6 pp

Sep 2023+11.7 pp

Dec 2023+0.2 pp

Mar 2024−29.9 pp

Jun 2024−16.5 pp

Sep 2024−8.8 pp

Dec 2024−5.3 pp

Mar 2025+19.0 pp

Jun 2025+24.2 pp

Sep 2025+13.1 pp

Dec 2025+1.7 pp

Mar 2026+15.1 pp

Jun 2026—

03 · compare level, then change

Profit Scale & Acceleration

Amphenol Corporation has the highest Net profit among the 30 Electronic Components companies compared here, at $4,504 million. Corning Incorporated is next at $1,965 million. Allient Inc. has the highest Profit growth at the 100% top of the scoring scale, so level and change sit with different companies. Its Net profit series carries 19 reported observations across the 20-quarter window.

What the numbers say: Amphenol Corporation leads with $4,504 million of TTM profit, 129.2% above Corning Incorporated. Allient Inc. shows ≥100% on the scoring scale (130% uncapped) growth from a $23 million profit base. Compare the size of the base and persistence before ranking acceleration above profit scale.

LeaderAmphenol Corporation · $4,504 million

Gap129.2% versus #2 · Corning Incorporated

Persistence8/8 recent comparable periods

Coverage24/30 companies · 553 observations

Investor read: Amphenol Corporation sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current profit growth signal.

Net profit is the residual after operating costs, interest and tax. Growth off a loss or near-zero base is excluded from the fastest-grower rank.

Net profitlargest

1Amphenol Corporation APH$4.5B

2Corning Incorporated GLW$2.0B

3Celestica Inc. CLS$959M

4Flex Ltd. FLEX$880M

5Jabil Inc. JBL$861M

Profit growthfastest growers

1Allient Inc. ALNT100%

2Celestica Inc. CLS100%

3Corning Incorporated GLW100%

4TTM Technologies, Inc. TTMI85%

5Amphenol Corporation APH71%

Net profit · company comparison

24/30 level · 17/30 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

Company	Net profit	Profit growth	Reported
Amphenol Corporation APH	$943M	27%	Mar 2026
TE Connectivity plc TEL	$855M	6,477%	Jun 2026
Corning Incorporated GLW	$408M	121%	Mar 2026
Jabil Inc. JBL	$275M	24%	Jun 2026
Flex Ltd. FLEX	$250M	13%	Mar 2026
Celestica Inc. CLS	$212M	147%	Mar 2026
Fabrinet FN	$113M	30%	Dec 2025
Sanmina Corporation SANM	$98M	38%	Mar 2026
Littelfuse, Inc. LFUS	$75M	70%	Mar 2026
TTM Technologies, Inc. TTMI	$50M	56%	Mar 2026
Plexus Corp. PLXS	$50M	11%	Jun 2026
Ralliant Corporation RAL	$44M	-8.3%	Jun 2026
OSI Systems, Inc. OSIS	$40M	-2.4%	Mar 2026
Universal Display Corporation OLED	$36M	-44%	Mar 2026
Vicor Corporation VICR	$21M	600%	Jun 2026
CTS Corporation CTS	$17M	31%	Mar 2026
Bel Fuse Inc. BELFA	$15M	-17%	Mar 2026
Benchmark Electronics, Inc. BHE	$13M	225%	Mar 2026
Knowles Corporation KN	$11M	160%	Jun 2026
Daktronics, Inc. DAKT	$8M	-19%	Jun 2026
Rogers Corporation ROG	$5M	-18%	Mar 2026
Allient Inc. ALNT	$5M	25%	Mar 2026
LSI Industries Inc. LYTS	$2M	-50%	Mar 2026
M-tron Industries, Inc. MPTI	$2M	0.0%	Mar 2026
Richardson Electronics, Ltd. RELL	$1M	100%	Jun 2026
Methode Electronics, Inc. MEI	$0M	-1,900%	Jun 2026
Syntec Optics Holdings, Inc. OPTX	$-1M	-300%	Mar 2026
LightPath Technologies, Inc. LPTH	$-4M	—	Mar 2026
Kopin Corporation KOPN	$-4M	—	Mar 2026
Ouster, Inc. OUST	$-17M	—	Mar 2026

Full 20-quarter history · every available company

Net profit · reported quarter history

Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Amphenol Corporation · APH

Sep 2021$422M

Dec 2021$458M

Mar 2022$429M

Jun 2022$476M

Sep 2022$501M

Dec 2022$511M

Mar 2023$443M

Jun 2023$465M

Sep 2023$518M

Dec 2023$519M

Mar 2024$552M

Jun 2024$529M

Sep 2024$609M

Dec 2024$752M

Mar 2025$744M

Jun 2025$1.1B

Sep 2025$1.3B

Dec 2025$1.2B

Mar 2026$943M

Jun 2026—

Celestica Inc. · CLS

Sep 2021$35M

Dec 2021$32M

Mar 2022$22M

Jun 2022$36M

Sep 2022$46M

Dec 2022$42M

Mar 2023$21M

Jun 2023$57M

Sep 2023$75M

Dec 2023$92M

Mar 2024$92M

Jun 2024$95M

Sep 2024$90M

Dec 2024$135M

Mar 2025$86M

Jun 2025$211M

Sep 2025$268M

Dec 2025$268M

Mar 2026$212M

Jun 2026—

Corning Incorporated · GLW

Sep 2021$384M

Dec 2021$496M

Mar 2022$603M

Jun 2022$584M

Sep 2022$226M

Dec 2022$-27M

Mar 2023$191M

Jun 2023$303M

Sep 2023$182M

Dec 2023$-28M

Mar 2024$225M

Jun 2024$122M

Sep 2024$-95M

Dec 2024$340M

Mar 2025$185M

Jun 2025$500M

Sep 2025$470M

Dec 2025$587M

Mar 2026$408M

Jun 2026—

Fabrinet · FN

Sep 2021$45M

Dec 2021$49M

Mar 2022$51M

Jun 2022$56M

Sep 2022$65M

Dec 2022$63M

Mar 2023$59M

Jun 2023$61M

Sep 2023$65M

Dec 2023$69M

Mar 2024$81M

Jun 2024$81M

Sep 2024$77M

Dec 2024$87M

Mar 2025$81M

Jun 2025$87M

Sep 2025$96M

Dec 2025$113M

Mar 2026—

Jun 2026—

Flex Ltd. · FLEX

Sep 2021$206M

Dec 2021$336M

Mar 2022$172M

Jun 2022—

Sep 2022$195M

Dec 2022$237M

Mar 2023$363M

Jun 2023$147M

Sep 2023$201M

Dec 2023$129M

Mar 2024$395M

Jun 2024$139M

Sep 2024$214M

Dec 2024$263M

Mar 2025$222M

Jun 2025$192M

Sep 2025$199M

Dec 2025$239M

Mar 2026$250M

Jun 2026—

Jabil Inc. · JBL

Sep 2021$175M

Dec 2021$241M

Mar 2022$222M

Jun 2022$218M

Sep 2022$315M

Dec 2022$223M

Mar 2023$207M

Jun 2023$233M

Sep 2023$155M

Dec 2023$194M

Mar 2024$927M

Jun 2024$129M

Sep 2024$138M

Dec 2024$100M

Mar 2025$117M

Jun 2025$222M

Sep 2025$218M

Dec 2025$146M

Mar 2026$222M

Jun 2026$275M

Littelfuse, Inc. · LFUS

Sep 2021$92M

Dec 2021—

Mar 2022$52M

Jun 2022$118M

Sep 2022$87M

Dec 2022$75M

Mar 2023—

Jun 2023$89M

Sep 2023$70M

Dec 2023$43M

Mar 2024$48M

Jun 2024$45M

Sep 2024$58M

Dec 2024$-52M

Mar 2025$44M

Jun 2025$57M

Sep 2025$70M

Dec 2025$-242M

Mar 2026$75M

Jun 2026—

Ralliant Corporation · RAL

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024$116M

Jun 2024$65M

Sep 2024$91M

Dec 2024$83M

Mar 2025$64M

Jun 2025$48M

Sep 2025$40M

Dec 2025$-1.4B

Mar 2026—

Jun 2026$44M

Sanmina Corporation · SANM

Sep 2021$117M

Dec 2021$57M

Mar 2022$56M

Jun 2022$49M

Sep 2022$77M

Dec 2022$58M

Mar 2023—

Jun 2023$85M

Sep 2023$82M

Dec 2023$60M

Mar 2024$55M

Jun 2024$55M

Sep 2024$67M

Dec 2024$71M

Mar 2025$71M

Jun 2025$73M

Sep 2025$52M

Dec 2025$52M

Mar 2026$98M

Jun 2026—

TE Connectivity plc · TEL

Sep 2021$794M

Dec 2021$567M

Mar 2022$560M

Jun 2022$592M

Sep 2022$708M

Dec 2022$398M

Mar 2023$425M

Jun 2023$528M

Sep 2023$553M

Dec 2023$1.8B

Mar 2024$541M

Jun 2024$573M

Sep 2024$276M

Dec 2024$528M

Mar 2025$13M

Jun 2025$638M

Sep 2025$664M

Dec 2025$751M

Mar 2026$855M

Jun 2026—

TTM Technologies, Inc. · TTMI

Sep 2021$21M

Dec 2021—

Mar 2022$13M

Jun 2022$17M

Sep 2022$28M

Dec 2022$44M

Mar 2023$-46M

Jun 2023$-6M

Sep 2023$7M

Dec 2023$-37M

Mar 2024$17M

Jun 2024$10M

Sep 2024$26M

Dec 2024$38M

Mar 2025$32M

Jun 2025$42M

Sep 2025$53M

Dec 2025$51M

Mar 2026$50M

Jun 2026—

Vicor Corporation · VICR

Sep 2021$13M

Dec 2021$9M

Mar 2022$5M

Jun 2022$11M

Sep 2022$2M

Dec 2022$8M

Mar 2023$11M

Jun 2023$17M

Sep 2023$17M

Dec 2023$9M

Mar 2024$-14M

Jun 2024$-1M

Sep 2024$12M

Dec 2024$10M

Mar 2025$3M

Jun 2025$41M

Sep 2025$28M

Dec 2025$47M

Mar 2026$21M

Jun 2026—

Profit growth · reported quarter history

Showing the 12 largest of 27 companies with a series here. The remaining 15 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Amphenol Corporation · APH

Sep 2021—

Dec 2021—

Mar 2022—

Jun 202229%

Sep 202219%

Dec 202212%

Mar 20233.3%

Jun 2023-2.3%

Sep 20233.4%

Dec 20231.6%

Mar 202425%

Jun 202414%

Sep 202418%

Dec 202445%

Mar 202535%

Jun 2025108%

Sep 2025106%

Dec 202560%

Mar 202627%

Jun 2026—

Celestica Inc. · CLS

Sep 2021—

Dec 2021—

Mar 2022—

Jun 202238%

Sep 202231%

Dec 202231%

Mar 2023-4.6%

Jun 202358%

Sep 202363%

Dec 2023119%

Mar 2024338%

Jun 202467%

Sep 202420%

Dec 202447%

Mar 2025-6.5%

Jun 2025122%

Sep 2025198%

Dec 202599%

Mar 2026147%

Jun 2026—

Corning Incorporated · GLW

Sep 2021—

Dec 2021—

Mar 2022—

Jun 202229%

Sep 2022-41%

Dec 2022-105%

Mar 2023-68%

Jun 2023-48%

Sep 2023-19%

Dec 2023—

Mar 202418%

Jun 2024-60%

Sep 2024-152%

Dec 2024—

Mar 2025-18%

Jun 2025310%

Sep 2025—

Dec 202573%

Mar 2026121%

Jun 2026—

Fabrinet · FN

Sep 2021—

Dec 2021—

Mar 202238%

Jun 202233%

Sep 202244%

Dec 202229%

Mar 202316%

Jun 20238.9%

Sep 20230.0%

Dec 20239.5%

Mar 202437%

Jun 202433%

Sep 202418%

Dec 202426%

Mar 20250.0%

Jun 20257.4%

Sep 202525%

Dec 202530%

Mar 2026—

Jun 2026—

Flex Ltd. · FLEX

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022-5.3%

Dec 2022-29%

Mar 2023111%

Jun 2023—

Sep 20233.1%

Dec 2023-46%

Mar 20248.8%

Jun 2024-5.4%

Sep 20246.5%

Dec 2024104%

Mar 2025-44%

Jun 202538%

Sep 2025-7.0%

Dec 2025-9.1%

Mar 202613%

Jun 2026—

Jabil Inc. · JBL

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 202280%

Dec 2022-7.5%

Mar 2023-6.8%

Jun 20236.9%

Sep 2023-51%

Dec 2023-13%

Mar 2024348%

Jun 2024-45%

Sep 2024-11%

Dec 2024-48%

Mar 2025-87%

Jun 202572%

Sep 202558%

Dec 202546%

Mar 202690%

Jun 202624%

Littelfuse, Inc. · LFUS

Sep 2021—

Dec 2021—

Mar 2022—

Jun 202244%

Sep 2022-5.4%

Dec 2022—

Mar 2023—

Jun 2023-25%

Sep 2023-20%

Dec 2023-43%

Mar 2024—

Jun 2024-49%

Sep 2024-17%

Dec 2024-221%

Mar 2025-8.3%

Jun 202527%

Sep 202521%

Dec 2025—

Mar 202670%

Jun 2026—

Ralliant Corporation · RAL

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025-45%

Jun 2025-26%

Sep 2025-56%

Dec 2025-1,755%

Mar 2026—

Jun 2026-8.3%

Sanmina Corporation · SANM

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022-34%

Dec 20221.8%

Mar 2023—

Jun 202373%

Sep 20236.5%

Dec 20233.5%

Mar 2024—

Jun 2024-35%

Sep 2024-18%

Dec 202418%

Mar 202529%

Jun 202533%

Sep 2025-22%

Dec 2025-27%

Mar 202638%

Jun 2026—

TE Connectivity plc · TEL

Sep 2021—

Dec 2021—

Mar 2022—

Jun 20221.9%

Sep 2022-11%

Dec 2022-30%

Mar 2023-24%

Jun 2023-11%

Sep 2023-22%

Dec 2023353%

Mar 202427%

Jun 20248.5%

Sep 2024-50%

Dec 2024-71%

Mar 2025-98%

Jun 202511%

Sep 2025141%

Dec 202542%

Mar 20266,477%

Jun 2026—

TTM Technologies, Inc. · TTMI

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022-39%

Sep 202233%

Dec 2022—

Mar 2023-454%

Jun 2023-135%

Sep 2023-75%

Dec 2023-184%

Mar 2024—

Jun 2024—

Sep 2024271%

Dec 2024—

Mar 202588%

Jun 2025320%

Sep 2025104%

Dec 202534%

Mar 202656%

Jun 2026—

Vicor Corporation · VICR

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022-42%

Sep 2022-85%

Dec 2022-11%

Mar 2023120%

Jun 202355%

Sep 2023750%

Dec 202313%

Mar 2024-227%

Jun 2024-106%

Sep 2024-29%

Dec 202411%

Mar 2025—

Jun 2025—

Sep 2025133%

Dec 2025370%

Mar 2026600%

Jun 2026—

04 · compare level, then change

Capacity Spending & Returns On It

Corning Incorporated has the highest CAPEX among the 30 Electronic Components companies compared here, at $332 million. TE Connectivity plc is next at $304 million. TTM Technologies, Inc. has the highest CAPEX intensity at 12.6%, so level and change sit with different companies. 30 of 30 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: Corning Incorporated reports $332 million of CAPEX; TTM Technologies, Inc. has the highest covered intensity at 12.6%. Coverage is only 30 of 30 companies and 546 reported observations, so this is partial evidence—not a complete sector rank.

LeaderCorning Incorporated · $332 million

Gap9.2% versus #2 · TE Connectivity plc

Persistence8/8 recent comparable periods

Coverage30/30 companies · 546 observations

Investor read: Use the CAPEX rank as a diligence queue. Verify commissioning, utilization, cash conversion and post-investment ROCE before treating spend as value creation.

This conclusion weakens if: CAPEX rises without higher utilization, operating cash flow or incremental returns.

CAPEX is cash spent on property, plant, equipment and other reported capital assets. CAPEX intensity divides that spend by revenue; high intensity is a reinvestment signal, not proof that the reinvestment will earn attractive returns.

CAPEXlargest spenders

1Corning Incorporated GLW$332M

2TE Connectivity plc TEL$304M

3Amphenol Corporation APH$292M

4Celestica Inc. CLS$230M

5Flex Ltd. FLEX$202M

CAPEX intensityhighest reinvestment intensity

1TTM Technologies, Inc. TTMI13%

2Vicor Corporation VICR11%

3Kopin Corporation KOPN9.1%

4Corning Incorporated GLW8.0%

5Knowles Corporation KN7.2%

Capital expenditure · company comparison

30/30 level · 30/30 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

Company	CAPEX	CAPEX intensity	Reported
Corning Incorporated GLW	$332M	8.0%	Mar 2026
TE Connectivity plc TEL	$304M	5.7%	Jun 2026
Amphenol Corporation APH	$292M	3.8%	Mar 2026
Celestica Inc. CLS	$230M	5.7%	Mar 2026
Flex Ltd. FLEX	$202M	2.7%	Mar 2026
Jabil Inc. JBL	$184M	2.1%	Jun 2026
TTM Technologies, Inc. TTMI	$107M	13%	Mar 2026
Sanmina Corporation SANM	$57M	1.4%	Mar 2026
Fabrinet FN	$52M	4.6%	Dec 2025
Benchmark Electronics, Inc. BHE	$16M	2.4%	Mar 2026
Littelfuse, Inc. LFUS	$14M	2.1%	Mar 2026
Vicor Corporation VICR	$12M	11%	Jun 2026
Plexus Corp. PLXS	$12M	1.0%	Jun 2026
Ralliant Corporation RAL	$9M	1.7%	Jun 2026
Universal Display Corporation OLED	$9M	6.3%	Mar 2026
OSI Systems, Inc. OSIS	$8M	1.8%	Mar 2026
Knowles Corporation KN	$7M	7.2%	Jun 2026
Methode Electronics, Inc. MEI	$6M	2.0%	Jun 2026
Rogers Corporation ROG	$5M	2.5%	Mar 2026
CTS Corporation CTS	$5M	3.6%	Mar 2026
Daktronics, Inc. DAKT	$5M	2.4%	Jun 2026
Bel Fuse Inc. BELFA	$3M	1.7%	Mar 2026
Ouster, Inc. OUST	$3M	6.1%	Mar 2026
Allient Inc. ALNT	$2M	1.4%	Mar 2026
LSI Industries Inc. LYTS	$1M	0.7%	Mar 2026
LightPath Technologies, Inc. LPTH	$1M	5.3%	Mar 2026
Kopin Corporation KOPN	$1M	9.1%	Mar 2026
Richardson Electronics, Ltd. RELL	$1M	1.8%	Jun 2026
M-tron Industries, Inc. MPTI	$0M	0.0%	Mar 2026
Syntec Optics Holdings, Inc. OPTX	$0M	0.0%	Mar 2026

Full 20-quarter history · every available company

CAPEX · reported quarter history

Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Amphenol Corporation · APH

Sep 2021$91M

Dec 2021$86M

Mar 2022$78M

Jun 2022$91M

Sep 2022$121M

Dec 2022$94M

Mar 2023$98M

Jun 2023$95M

Sep 2023$75M

Dec 2023$105M

Mar 2024$94M

Jun 2024$141M

Sep 2024$230M

Dec 2024$200M

Mar 2025$189M

Jun 2025$297M

Sep 2025$257M

Dec 2025$254M

Mar 2026$292M

Jun 2026—

Celestica Inc. · CLS

Sep 2021$16M

Dec 2021$14M

Mar 2022$16M

Jun 2022$22M

Sep 2022$39M

Dec 2022$32M

Mar 2023$33M

Jun 2023$32M

Sep 2023$27M

Dec 2023$33M

Mar 2024$40M

Jun 2024$37M

Sep 2024$46M

Dec 2024$48M

Mar 2025$37M

Jun 2025$33M

Sep 2025$37M

Dec 2025$95M

Mar 2026$230M

Jun 2026—

Corning Incorporated · GLW

Sep 2021$401M

Dec 2021$623M

Mar 2022$383M

Jun 2022$353M

Sep 2022$465M

Dec 2022$403M

Mar 2023$382M

Jun 2023$388M

Sep 2023$341M

Dec 2023$279M

Mar 2024$252M

Jun 2024$242M

Sep 2024$236M

Dec 2024$236M

Mar 2025$208M

Jun 2025$308M

Sep 2025$383M

Dec 2025$383M

Mar 2026$332M

Jun 2026—

Fabrinet · FN

Sep 2021$33M

Dec 2021$17M

Mar 2022$23M

Jun 2022$14M

Sep 2022$10M

Dec 2022$13M

Mar 2023$20M

Jun 2023$18M

Sep 2023$11M

Dec 2023$10M

Mar 2024$14M

Jun 2024$13M

Sep 2024$20M

Dec 2024$22M

Mar 2025$29M

Jun 2025$50M

Sep 2025$45M

Dec 2025$52M

Mar 2026—

Jun 2026—

Flex Ltd. · FLEX

Sep 2021$115M

Dec 2021$90M

Mar 2022$108M

Jun 2022—

Sep 2022$91M

Dec 2022$157M

Mar 2023$180M

Jun 2023$156M

Sep 2023$144M

Dec 2023$128M

Mar 2024$77M

Jun 2024$111M

Sep 2024$103M

Dec 2024$112M

Mar 2025$112M

Jun 2025$133M

Sep 2025$150M

Dec 2025$148M

Mar 2026$202M

Jun 2026—

Jabil Inc. · JBL

Sep 2021$281M

Dec 2021$281M

Mar 2022$423M

Jun 2022$364M

Sep 2022$317M

Dec 2022$314M

Mar 2023$323M

Jun 2023$223M

Sep 2023$170M

Dec 2023$288M

Mar 2024$266M

Jun 2024$106M

Sep 2024$124M

Dec 2024$97M

Mar 2025$116M

Jun 2025$86M

Sep 2025$169M

Dec 2025$95M

Mar 2026$103M

Jun 2026$184M

Littelfuse, Inc. · LFUS

Sep 2021$25M

Dec 2021—

Mar 2022$33M

Jun 2022$30M

Sep 2022$26M

Dec 2022$22M

Mar 2023—

Jun 2023$26M

Sep 2023$16M

Dec 2023$23M

Mar 2024$16M

Jun 2024$19M

Sep 2024$15M

Dec 2024$26M

Mar 2025$23M

Jun 2025$10M

Sep 2025$16M

Dec 2025$19M

Mar 2026$14M

Jun 2026—

Ralliant Corporation · RAL

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024$15M

Mar 2025$6M

Jun 2025$12M

Sep 2025—

Dec 2025$10M

Mar 2026—

Jun 2026$9M

Sanmina Corporation · SANM

Sep 2021$18M

Dec 2021$30M

Mar 2022$25M

Jun 2022$27M

Sep 2022$38M

Dec 2022$48M

Mar 2023—

Jun 2023$63M

Sep 2023$52M

Dec 2023$34M

Mar 2024$30M

Jun 2024$24M

Sep 2024$23M

Dec 2024$17M

Mar 2025$31M

Jun 2025$37M

Sep 2025$62M

Dec 2025$87M

Mar 2026$57M

Jun 2026—

TE Connectivity plc · TEL

Sep 2021$236M

Dec 2021$172M

Mar 2022$179M

Jun 2022$205M

Sep 2022$212M

Dec 2022$183M

Mar 2023$189M

Jun 2023$166M

Sep 2023$194M

Dec 2023$151M

Mar 2024$167M

Jun 2024$149M

Sep 2024$213M

Dec 2024$205M

Mar 2025$230M

Jun 2025$230M

Sep 2025$271M

Dec 2025$258M

Mar 2026$270M

Jun 2026$304M

TTM Technologies, Inc. · TTMI

Sep 2021$17M

Dec 2021—

Mar 2022$20M

Jun 2022$23M

Sep 2022$26M

Dec 2022$26M

Mar 2023$27M

Jun 2023$31M

Sep 2023$49M

Dec 2023$34M

Mar 2024$46M

Jun 2024$49M

Sep 2024$39M

Dec 2024$56M

Mar 2025$63M

Jun 2025$60M

Sep 2025$99M

Dec 2025$69M

Mar 2026$107M

Jun 2026—

Vicor Corporation · VICR

Sep 2021$15M

Dec 2021$17M

Mar 2022$23M

Jun 2022$14M

Sep 2022$14M

Dec 2022$13M

Mar 2023$10M

Jun 2023$9M

Sep 2023$8M

Dec 2023$7M

Mar 2024$7M

Jun 2024$6M

Sep 2024$8M

Dec 2024$2M

Mar 2025$5M

Jun 2025$6M

Sep 2025$4M

Dec 2025$6M

Mar 2026$12M

Jun 2026—

CAPEX intensity · reported quarter history

Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Amphenol Corporation · APH

Sep 20213.2%

Dec 20212.8%

Mar 20222.6%

Jun 20222.9%

Sep 20223.7%

Dec 20222.9%

Mar 20233.3%

Jun 20233.1%

Sep 20232.3%

Dec 20233.2%

Mar 20242.9%

Jun 20243.9%

Sep 20245.7%

Dec 20244.6%

Mar 20253.9%

Jun 20255.3%

Sep 20254.1%

Dec 20253.9%

Mar 20263.8%

Jun 2026—

Celestica Inc. · CLS

Sep 20211.1%

Dec 20210.9%

Mar 20221.0%

Jun 20221.3%

Sep 20222.0%

Dec 20221.6%

Mar 20231.8%

Jun 20231.7%

Sep 20231.3%

Dec 20231.5%

Mar 20241.8%

Jun 20241.5%

Sep 20241.8%

Dec 20241.9%

Mar 20251.4%

Jun 20251.1%

Sep 20251.2%

Dec 20252.6%

Mar 20265.7%

Jun 2026—

Corning Incorporated · GLW

Sep 202111%

Dec 202117%

Mar 202210%

Jun 20229.8%

Sep 202213%

Dec 202212%

Mar 202312%

Jun 202312%

Sep 202311%

Dec 20239.3%

Mar 20248.5%

Jun 20247.4%

Sep 20247.0%

Dec 20246.7%

Mar 20256.0%

Jun 20258.0%

Sep 20259.3%

Dec 20259.1%

Mar 20268.0%

Jun 2026—

Fabrinet · FN

Sep 20216.1%

Dec 20213.0%

Mar 20224.1%

Jun 20222.4%

Sep 20221.5%

Dec 20221.9%

Mar 20233.0%

Jun 20232.7%

Sep 20231.6%

Dec 20231.4%

Mar 20241.9%

Jun 20241.7%

Sep 20242.5%

Dec 20242.6%

Mar 20253.3%

Jun 20255.5%

Sep 20254.6%

Dec 20254.6%

Mar 2026—

Jun 2026—

Flex Ltd. · FLEX

Sep 20211.8%

Dec 20211.4%

Mar 20221.6%

Jun 2022—

Sep 20221.2%

Dec 20222.0%

Mar 20232.4%

Jun 20232.3%

Sep 20232.1%

Dec 20232.0%

Mar 20241.2%

Jun 20241.8%

Sep 20241.6%

Dec 20241.7%

Mar 20251.8%

Jun 20252.0%

Sep 20252.2%

Dec 20252.1%

Mar 20262.7%

Jun 2026—

Jabil Inc. · JBL

Sep 20213.8%

Dec 20213.3%

Mar 20225.6%

Jun 20224.4%

Sep 20223.5%

Dec 20223.3%

Mar 20234.0%

Jun 20232.6%

Sep 20232.0%

Dec 20233.4%

Mar 20243.9%

Jun 20241.6%

Sep 20241.8%

Dec 20241.4%

Mar 20251.7%

Jun 20251.1%

Sep 20252.0%

Dec 20251.1%

Mar 20261.2%

Jun 20262.1%

Littelfuse, Inc. · LFUS

Sep 20214.6%

Dec 2021—

Mar 20226.0%

Jun 20224.8%

Sep 20224.2%

Dec 20223.3%

Mar 2023—

Jun 20234.3%

Sep 20232.6%

Dec 20234.3%

Mar 20243.0%

Jun 20243.4%

Sep 20242.6%

Dec 20244.9%

Mar 20254.2%

Jun 20251.6%

Sep 20252.6%

Dec 20253.2%

Mar 20262.1%

Jun 2026—

Ralliant Corporation · RAL

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 20242.7%

Mar 20251.2%

Jun 20252.4%

Sep 2025—

Dec 20251.8%

Mar 2026—

Jun 20261.7%

Sanmina Corporation · SANM

Sep 20211.1%

Dec 20211.8%

Mar 20221.4%

Jun 20221.4%

Sep 20221.9%

Dec 20222.2%

Mar 2023—

Jun 20232.7%

Sep 20232.4%

Dec 20231.8%

Mar 20241.6%

Jun 20241.3%

Sep 20241.1%

Dec 20240.8%

Mar 20251.6%

Jun 20251.8%

Sep 20253.0%

Dec 20252.7%

Mar 20261.4%

Jun 2026—

TE Connectivity plc · TEL

Sep 20216.2%

Dec 20214.5%

Mar 20224.5%

Jun 20225.0%

Sep 20224.9%

Dec 20224.8%

Mar 20234.5%

Jun 20234.2%

Sep 20234.8%

Dec 20233.9%

Mar 20244.2%

Jun 20243.7%

Sep 20245.2%

Dec 20245.3%

Mar 20255.6%

Jun 20255.1%

Sep 20255.7%

Dec 20255.5%

Mar 20265.7%

Jun 2026—

TTM Technologies, Inc. · TTMI

Sep 20213.1%

Dec 2021—

Mar 20223.3%

Jun 20224.0%

Sep 20224.2%

Dec 20223.9%

Mar 20234.4%

Jun 20235.7%

Sep 20239.0%

Dec 20235.9%

Mar 20248.1%

Jun 20248.6%

Sep 20246.4%

Dec 20248.6%

Mar 20259.7%

Jun 20258.2%

Sep 202513%

Dec 20258.9%

Mar 202613%

Jun 2026—

Vicor Corporation · VICR

Sep 202118%

Dec 202119%

Mar 202226%

Jun 202214%

Sep 202214%

Dec 202212%

Mar 202310%

Jun 20238.4%

Sep 20237.4%

Dec 20237.5%

Mar 20248.3%

Jun 20247.0%

Sep 20248.6%

Dec 20240.6%

Mar 20255.3%

Jun 20253.2%

Sep 20253.6%

Dec 20251.7%

Mar 202611%

Jun 2026—

Annual capital allocation · 6-year view

30/30 capacity base · 30/30 OCF · 30/30 CAPEX · 30/30 FCF

Capacity base is net fixed assets plus capital work in progress, straight off the reported balance sheet. It is not cash spent, so it answers a narrower question than CAPEX — but it is reported for companies whose cash-flow CAPEX is not published, which is why it leads here. Missing years remain blank; annual values are never relabelled as quarters.

Full annual capacity base, operating cash flow, CAPEX and free cash flow history

Capacity base · net fixed assets + CWIP · fiscal-year history

Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Amphenol Corporation · APH

Jun 2021—

Dec 2021$1.2B

Dec 2022$1.2B

Dec 2023$1.3B

Dec 2024$1.7B

Dec 2025$2.3B

Celestica Inc. · CLS

Jun 2021—

Dec 2021$453M

Dec 2022$510M

Dec 2023$632M

Dec 2024$662M

Dec 2025$710M

Corning Incorporated · GLW

Jun 2021—

Dec 2021$15.8B

Dec 2022$15.4B

Dec 2023$14.6B

Dec 2024$13.4B

Dec 2025$14.8B

Fabrinet · FN

Jun 2021$248M

Dec 2021$296M

Dec 2022$312M

Dec 2023$313M

Dec 2024$386M

Dec 2025—

Flex Ltd. · FLEX

Jun 2021—

Dec 2021$2.8B

Dec 2022$2.9B

Dec 2023$2.9B

Dec 2024$2.9B

Dec 2025$3.2B

Jabil Inc. · JBL

Jun 2021—

Dec 2021$4.5B

Dec 2022$4.5B

Dec 2023$3.5B

Dec 2024$3.4B

Dec 2025$3.3B

Littelfuse, Inc. · LFUS

Jun 2021—

Dec 2021$468M

Dec 2022$538M

Dec 2023$556M

Dec 2024$549M

Dec 2025$627M

Ralliant Corporation · RAL

Jun 2021—

Dec 2021—

Dec 2022—

Dec 2023$207M

Dec 2024$200M

Dec 2025$214M

Sanmina Corporation · SANM

Jun 2021—

Dec 2021$533M

Dec 2022$575M

Dec 2023$633M

Dec 2024$616M

Dec 2025$682M

TE Connectivity plc · TEL

Jun 2021—

Dec 2021$3.8B

Dec 2022$3.6B

Dec 2023$3.8B

Dec 2024$3.9B

Dec 2025$4.3B

TTM Technologies, Inc. · TTMI

Jun 2021—

Dec 2021$687M

Dec 2022$743M

Dec 2023$894M

Dec 2024$948M

Dec 2025$1.1B

Vicor Corporation · VICR

Jun 2021—

Dec 2021$116M

Dec 2022$166M

Dec 2023$158M

Dec 2024$153M

Dec 2025$148M

Operating cash flow · fiscal-year history

Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Amphenol Corporation · APH

Jun 2021—

Dec 2021$1.5B

Dec 2022$2.2B

Dec 2023$2.5B

Dec 2024$2.8B

Dec 2025$5.4B

Celestica Inc. · CLS

Jun 2021—

Dec 2021$227M

Dec 2022$211M

Dec 2023$326M

Dec 2024$474M

Dec 2025$660M

Corning Incorporated · GLW

Jun 2021—

Dec 2021$3.4B

Dec 2022$2.6B

Dec 2023$2.0B

Dec 2024$1.9B

Dec 2025$2.7B

Fabrinet · FN

Jun 2021$122M

Dec 2021$124M

Dec 2022$213M

Dec 2023$413M

Dec 2024$328M

Dec 2025—

Flex Ltd. · FLEX

Jun 2021—

Dec 2021$1.0B

Dec 2022$950M

Dec 2023$1.3B

Dec 2024$1.5B

Dec 2025$1.7B

Jabil Inc. · JBL

Jun 2021—

Dec 2021$1.4B

Dec 2022$1.7B

Dec 2023$1.7B

Dec 2024$1.7B

Dec 2025$1.6B

Littelfuse, Inc. · LFUS

Jun 2021—

Dec 2021$373M

Dec 2022$420M

Dec 2023$457M

Dec 2024$368M

Dec 2025$434M

Ralliant Corporation · RAL

Jun 2021—

Dec 2021—

Dec 2022$392M

Dec 2023$462M

Dec 2024$455M

Dec 2025$398M

Sanmina Corporation · SANM

Jun 2021—

Dec 2021$338M

Dec 2022$331M

Dec 2023$235M

Dec 2024$340M

Dec 2025$621M

TE Connectivity plc · TEL

Jun 2021—

Dec 2021$2.7B

Dec 2022$2.5B

Dec 2023$3.1B

Dec 2024$3.5B

Dec 2025$4.1B

TTM Technologies, Inc. · TTMI

Jun 2021—

Dec 2021$177M

Dec 2022$273M

Dec 2023$187M

Dec 2024$237M

Dec 2025$292M

Vicor Corporation · VICR

Jun 2021—

Dec 2021$54M

Dec 2022$23M

Dec 2023$75M

Dec 2024$51M

Dec 2025$140M

CAPEX · reported cash flow · fiscal-year history

Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Amphenol Corporation · APH

Jun 2021—

Dec 2021$360M

Dec 2022$384M

Dec 2023$373M

Dec 2024$665M

Dec 2025$997M

Celestica Inc. · CLS

Jun 2021—

Dec 2021$52M

Dec 2022$109M

Dec 2023$125M

Dec 2024$171M

Dec 2025$201M

Corning Incorporated · GLW

Jun 2021—

Dec 2021$1.6B

Dec 2022$1.6B

Dec 2023$1.4B

Dec 2024$965M

Dec 2025$1.3B

Fabrinet · FN

Jun 2021$46M

Dec 2021$90M

Dec 2022$61M

Dec 2023$48M

Dec 2024$121M

Dec 2025—

Flex Ltd. · FLEX

Jun 2021—

Dec 2021$443M

Dec 2022$635M

Dec 2023$530M

Dec 2024$438M

Dec 2025$633M

Jabil Inc. · JBL

Jun 2021—

Dec 2021$1.2B

Dec 2022$1.4B

Dec 2023$1.0B

Dec 2024$784M

Dec 2025$468M

Littelfuse, Inc. · LFUS

Jun 2021—

Dec 2021$91M

Dec 2022$104M

Dec 2023$86M

Dec 2024$76M

Dec 2025$68M

Ralliant Corporation · RAL

Jun 2021—

Dec 2021—

Dec 2022$31M

Dec 2023$29M

Dec 2024$34M

Dec 2025$39M

Sanmina Corporation · SANM

Jun 2021—

Dec 2021$73M

Dec 2022$139M

Dec 2023$191M

Dec 2024$111M

Dec 2025$147M

TE Connectivity plc · TEL

Jun 2021—

Dec 2021$690M

Dec 2022$768M

Dec 2023$732M

Dec 2024$680M

Dec 2025$936M

TTM Technologies, Inc. · TTMI

Jun 2021—

Dec 2021$82M

Dec 2022$103M

Dec 2023$160M

Dec 2024$186M

Dec 2025$293M

Vicor Corporation · VICR

Jun 2021—

Dec 2021$48M

Dec 2022$64M

Dec 2023$33M

Dec 2024$24M

Dec 2025$20M

Free cash flow · fiscal-year history

Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Amphenol Corporation · APH

Jun 2021—

Dec 2021$1.2B

Dec 2022$1.8B

Dec 2023$2.2B

Dec 2024$2.1B

Dec 2025$4.4B

Celestica Inc. · CLS

Jun 2021—

Dec 2021$175M

Dec 2022$102M

Dec 2023$201M

Dec 2024$303M

Dec 2025$458M

Corning Incorporated · GLW

Jun 2021—

Dec 2021$1.8B

Dec 2022$1.0B

Dec 2023$615M

Dec 2024$974M

Dec 2025$1.4B

Fabrinet · FN

Jun 2021$76M

Dec 2021$35M

Dec 2022$152M

Dec 2023$366M

Dec 2024$207M

Dec 2025—

Flex Ltd. · FLEX

Jun 2021—

Dec 2021$581M

Dec 2022$315M

Dec 2023$796M

Dec 2024$1.1B

Dec 2025$1.1B

Jabil Inc. · JBL

Jun 2021—

Dec 2021$274M

Dec 2022$266M

Dec 2023$704M

Dec 2024$932M

Dec 2025$1.2B

Littelfuse, Inc. · LFUS

Jun 2021—

Dec 2021$283M

Dec 2022$315M

Dec 2023$371M

Dec 2024$292M

Dec 2025$366M

Ralliant Corporation · RAL

Jun 2021—

Dec 2021—

Dec 2022$361M

Dec 2023$433M

Dec 2024$420M

Dec 2025$358M

Sanmina Corporation · SANM

Jun 2021—

Dec 2021$265M

Dec 2022$192M

Dec 2023$44M

Dec 2024$229M

Dec 2025$473M

TE Connectivity plc · TEL

Jun 2021—

Dec 2021$2.0B

Dec 2022$1.7B

Dec 2023$2.4B

Dec 2024$2.8B

Dec 2025$3.2B

TTM Technologies, Inc. · TTMI

Jun 2021—

Dec 2021$95M

Dec 2022$170M

Dec 2023$27M

Dec 2024$51M

Dec 2025$-1M

Vicor Corporation · VICR

Jun 2021—

Dec 2021$7M

Dec 2022$-41M

Dec 2023$41M

Dec 2024$27M

Dec 2025$119M

05 · compare level, then change

Debt Load & Balance-Sheet Headroom

M-tron Industries, Inc. has the lowest Gross debt among the 30 Electronic Components companies compared here, at $0 million. Kopin Corporation is next at $1 million. Fabrinet has the lowest Net debt at $956 million net cash, so level and change sit with different companies. 29 of 30 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: Fabrinet has the clearest covered balance-sheet capacity with $956 million net cash and gross debt of $5 million. Absolute debt alone does not identify the strongest balance sheet because company scale differs; net debt and debt-to-equity carry more information.

LeaderM-tron Industries, Inc. · $0 million

Gap100% versus #2 · Kopin Corporation

Persistence8/8 recent comparable periods

Coverage29/30 companies · 536 observations

Investor read: Prioritize net-cash capacity and leverage relative to operating scale, not the smallest absolute rupee debt.

This conclusion weakens if: Net debt rises faster than revenue and profit for two consecutive reported periods.

Gross debt shows contractual borrowings. Net debt subtracts reported cash; a negative value means net cash. Lower debt can create capacity, but should be read against the scale and capital intensity of the business.

Gross debtlowest gross debt

1M-tron Industries, Inc. MPTI$0M

2Kopin Corporation KOPN$1M

3Richardson Electronics, Ltd. RELL$1M

4Fabrinet FN · older report$5M

5Vicor Corporation VICR$8M

Net debtlowest net debt

1Fabrinet FN · older report$-956M

2Vicor Corporation VICR$-446M

3Rogers Corporation ROG$-174M

4Ouster, Inc. OUST$-156M

5Daktronics, Inc. DAKT$-121M

Debt and balance-sheet capacity · company comparison

29/30 level · 29/30 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

Company	Gross debt	Net debt	Reported
Amphenol Corporation APH	$18.7B	$14.2B	Mar 2026
Corning Incorporated GLW	$9.0B	$7.2B	Mar 2026
TE Connectivity plc TEL	$5.6B	$4.4B	Jun 2026
Flex Ltd. FLEX	$4.3B	$1.9B	Mar 2026
Jabil Inc. JBL	$3.9B	$2.5B	Jun 2026
Sanmina Corporation SANM	$2.2B	$596M	Mar 2026
Ralliant Corporation RAL	$1.1B	$880M	Jun 2026
TTM Technologies, Inc. TTMI	$1.0B	$613M	Mar 2026
OSI Systems, Inc. OSIS	$1.0B	$658M	Mar 2026
Celestica Inc. CLS	$772M	$394M	Mar 2026
Littelfuse, Inc. LFUS	$701M	$219M	Mar 2026
Methode Electronics, Inc. MEI	$349M	$209M	Jun 2026
Benchmark Electronics, Inc. BHE	$304M	$-21M	Mar 2026
LSI Industries Inc. LYTS	$302M	$292M	Mar 2026
Plexus Corp. PLXS	$260M	$-43M	Jun 2026
Bel Fuse Inc. BELFA	$226M	$167M	Mar 2026
Allient Inc. ALNT	$192M	$151M	Mar 2026
Knowles Corporation KN	$150M	$100M	Jun 2026
CTS Corporation CTS	$95M	$4M	Mar 2026
Rogers Corporation ROG	$22M	$-174M	Mar 2026
Ouster, Inc. OUST	$17M	$-156M	Mar 2026
Daktronics, Inc. DAKT	$11M	$-121M	Jun 2026
LightPath Technologies, Inc. LPTH	$11M	$-44M	Mar 2026
Syntec Optics Holdings, Inc. OPTX	$11M	$10M	Mar 2026
Vicor Corporation VICR	$8M	$-446M	Jun 2026
Fabrinet FN	$5M	$-956M	Dec 2025
Kopin Corporation KOPN	$1M	$-58M	Mar 2026
Richardson Electronics, Ltd. RELL	$1M	$-31M	Jun 2026
M-tron Industries, Inc. MPTI	$0M	$-52M	Mar 2026

Full 20-quarter history · every available company

Gross debt · reported quarter history

Showing the 12 largest of 29 companies with a series here. The remaining 17 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Amphenol Corporation · APH

Sep 2021$5.2B

Dec 2021$4.8B

Mar 2022$4.9B

Jun 2022$4.9B

Sep 2022$4.8B

Dec 2022$4.6B

Mar 2023$4.6B

Jun 2023$4.3B

Sep 2023$4.3B

Dec 2023$4.3B

Mar 2024$4.3B

Jun 2024$5.4B

Sep 2024$5.5B

Dec 2024$6.9B

Mar 2025$7.2B

Jun 2025$8.1B

Sep 2025$8.1B

Dec 2025$15.5B

Mar 2026$18.7B

Jun 2026—

Celestica Inc. · CLS

Sep 2021$572M

Dec 2021$794M

Mar 2022$786M

Jun 2022$804M

Sep 2022$793M

Dec 2022$786M

Mar 2023$775M

Jun 2023$783M

Sep 2023$790M

Dec 2023$675M

Mar 2024$697M

Jun 2024$810M

Sep 2024$804M

Dec 2024$797M

Mar 2025$942M

Jun 2025$875M

Sep 2025$784M

Dec 2025$777M

Mar 2026$772M

Jun 2026—

Corning Incorporated · GLW

Sep 2021$7.1B

Dec 2021$7.0B

Mar 2022$7.0B

Jun 2022$6.8B

Sep 2022$6.7B

Dec 2022$6.9B

Mar 2023$6.9B

Jun 2023$7.6B

Sep 2023$7.5B

Dec 2023$7.5B

Mar 2024$7.4B

Jun 2024$7.3B

Sep 2024$7.4B

Dec 2024$7.2B

Mar 2025$7.2B

Jun 2025$7.5B

Sep 2025$8.2B

Dec 2025$8.4B

Mar 2026$9.0B

Jun 2026—

Fabrinet · FN

Sep 2021$42M

Dec 2021$39M

Mar 2022$35M

Jun 2022$31M

Sep 2022$22M

Dec 2022$21M

Mar 2023$17M

Jun 2023$13M

Sep 2023$15M

Dec 2023$11M

Mar 2024$6M

Jun 2024$5M

Sep 2024$5M

Dec 2024$6M

Mar 2025$6M

Jun 2025$5M

Sep 2025$5M

Dec 2025$5M

Mar 2026—

Jun 2026—

Flex Ltd. · FLEX

Sep 2021$4.3B

Dec 2021$4.3B

Mar 2022$4.7B

Jun 2022—

Sep 2022$4.6B

Dec 2022$4.5B

Mar 2023$4.2B

Jun 2023$4.0B

Sep 2023$3.8B

Dec 2023$3.8B

Mar 2024$3.8B

Jun 2024$3.7B

Sep 2024$4.2B

Dec 2024$4.2B

Mar 2025$4.1B

Jun 2025$4.3B

Sep 2025$4.3B

Dec 2025$5.0B

Mar 2026$4.3B

Jun 2026—

Jabil Inc. · JBL

Sep 2021$3.3B

Dec 2021$3.4B

Mar 2022$3.4B

Jun 2022$3.4B

Sep 2022$3.4B

Dec 2022$3.4B

Mar 2023$3.4B

Jun 2023$3.7B

Sep 2023$3.2B

Dec 2023$3.2B

Mar 2024$3.3B

Jun 2024$3.3B

Sep 2024$3.3B

Dec 2024$3.3B

Mar 2025$3.3B

Jun 2025$3.3B

Sep 2025$3.4B

Dec 2025$3.4B

Mar 2026$4.4B

Jun 2026$3.9B

Littelfuse, Inc. · LFUS

Sep 2021$665M

Dec 2021—

Mar 2022$659M

Jun 2022$636M

Sep 2022$924M

Dec 2022$1.0B

Mar 2023—

Jun 2023$1.0B

Sep 2023$1.0B

Dec 2023$921M

Mar 2024$917M

Jun 2024$913M

Sep 2024$920M

Dec 2024$917M

Mar 2025$878M

Jun 2025$886M

Sep 2025$879M

Dec 2025$874M

Mar 2026$701M

Jun 2026—

Ralliant Corporation · RAL

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023$0M

Dec 2023$0M

Mar 2024—

Jun 2024—

Sep 2024$0M

Dec 2024$0M

Mar 2025—

Jun 2025$1.1B

Sep 2025$1.1B

Dec 2025$1.1B

Mar 2026—

Jun 2026$1.1B

Sanmina Corporation · SANM

Sep 2021$335M

Dec 2021$330M

Mar 2022$326M

Jun 2022$322M

Sep 2022$317M

Dec 2022$347M

Mar 2023—

Jun 2023$338M

Sep 2023$334M

Dec 2023$326M

Mar 2024$321M

Jun 2024$317M

Sep 2024$317M

Dec 2024$313M

Mar 2025$309M

Jun 2025$305M

Sep 2025$300M

Dec 2025$2.2B

Mar 2026$2.2B

Jun 2026—

TE Connectivity plc · TEL

Sep 2021$4.1B

Dec 2021$4.0B

Mar 2022$4.1B

Jun 2022$4.2B

Sep 2022$4.2B

Dec 2022$4.2B

Mar 2023$4.2B

Jun 2023$4.2B

Sep 2023$4.2B

Dec 2023$4.2B

Mar 2024$4.2B

Jun 2024$4.2B

Sep 2024$4.2B

Dec 2024$4.2B

Mar 2025$5.6B

Jun 2025$5.7B

Sep 2025$5.7B

Dec 2025$5.7B

Mar 2026$5.7B

Jun 2026$5.6B

TTM Technologies, Inc. · TTMI

Sep 2021$939M

Dec 2021—

Mar 2022$943M

Jun 2022$942M

Sep 2022$944M

Dec 2022$943M

Mar 2023$942M

Jun 2023$890M

Sep 2023$877M

Dec 2023$950M

Mar 2024$999M

Jun 2024$994M

Sep 2024$992M

Dec 2024$996M

Mar 2025$995M

Jun 2025$1.0B

Sep 2025$1.0B

Dec 2025$1.0B

Mar 2026$1.0B

Jun 2026—

Vicor Corporation · VICR

Sep 2021$5M

Dec 2021$5M

Mar 2022$8M

Jun 2022$10M

Sep 2022$9M

Dec 2022$8M

Mar 2023$8M

Jun 2023$9M

Sep 2023$8M

Dec 2023$8M

Mar 2024$8M

Jun 2024$7M

Sep 2024$7M

Dec 2024$7M

Mar 2025$7M

Jun 2025$8M

Sep 2025$7M

Dec 2025$7M

Mar 2026$7M

Jun 2026$8M

Net debt · reported quarter history

Showing the 12 largest of 29 companies with a series here. The remaining 17 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Amphenol Corporation · APH

Sep 2021$3.9B

Dec 2021$3.6B

Mar 2022$3.6B

Jun 2022$3.5B

Sep 2022$3.5B

Dec 2022$3.1B

Mar 2023$3.1B

Jun 2023$2.8B

Sep 2023$2.6B

Dec 2023$2.7B

Mar 2024$2.3B

Jun 2024$4.1B

Sep 2024$3.9B

Dec 2024$3.6B

Mar 2025$5.5B

Jun 2025$4.8B

Sep 2025$4.2B

Dec 2025$4.1B

Mar 2026$14.2B

Jun 2026—

Celestica Inc. · CLS

Sep 2021$95M

Dec 2021$400M

Mar 2022$439M

Jun 2022$438M

Sep 2022$430M

Dec 2022$411M

Mar 2023$456M

Jun 2023$422M

Sep 2023$437M

Dec 2023$305M

Mar 2024$389M

Jun 2024$376M

Sep 2024$405M

Dec 2024$374M

Mar 2025$639M

Jun 2025$561M

Sep 2025$478M

Dec 2025$181M

Mar 2026$394M

Jun 2026—

Corning Incorporated · GLW

Sep 2021$4.9B

Dec 2021$4.9B

Mar 2022$4.9B

Jun 2022$5.2B

Sep 2022$5.1B

Dec 2022$5.2B

Mar 2023$5.7B

Jun 2023$6.1B

Sep 2023$5.9B

Dec 2023$5.7B

Mar 2024$6.0B

Jun 2024$5.9B

Sep 2024$5.8B

Dec 2024$5.4B

Mar 2025$5.9B

Jun 2025$6.0B

Sep 2025$6.6B

Dec 2025$6.9B

Mar 2026$7.2B

Jun 2026—

Fabrinet · FN

Sep 2021$-486M

Dec 2021$-580M

Mar 2022$-480M

Jun 2022$-447M

Sep 2022$-478M

Dec 2022$-507M

Mar 2023$-522M

Jun 2023$-537M

Sep 2023$-656M

Dec 2023$-730M

Mar 2024$-788M

Jun 2024$-854M

Sep 2024$-904M

Dec 2024$-929M

Mar 2025$-945M

Jun 2025$-929M

Sep 2025$-366M

Dec 2025$-956M

Mar 2026—

Jun 2026—

Flex Ltd. · FLEX

Sep 2021$1.6B

Dec 2021$1.9B

Mar 2022$1.8B

Jun 2022—

Sep 2022$1.9B

Dec 2022$2.0B

Mar 2023$1.0B

Jun 2023$1.7B

Sep 2023$1.2B

Dec 2023$1.4B

Mar 2024$1.3B

Jun 2024$1.4B

Sep 2024$1.6B

Dec 2024$1.8B

Mar 2025$1.9B

Jun 2025$2.0B

Sep 2025$2.0B

Dec 2025$2.0B

Mar 2026$1.9B

Jun 2026—

Jabil Inc. · JBL

Sep 2021$1.8B

Dec 2021$2.2B

Mar 2022$2.3B

Jun 2022$2.3B

Sep 2022$1.9B

Dec 2022$2.2B

Mar 2023$2.2B

Jun 2023$2.2B

Sep 2023$1.4B

Dec 2023$1.7B

Mar 2024$686M

Jun 2024$803M

Sep 2024$1.1B

Dec 2024$1.2B

Mar 2025$1.7B

Jun 2025$1.8B

Sep 2025$1.4B

Dec 2025$1.8B

Mar 2026$2.6B

Jun 2026$2.5B

Littelfuse, Inc. · LFUS

Sep 2021$-26M

Dec 2021—

Mar 2022$180M

Jun 2022$174M

Sep 2022$115M

Dec 2022$548M

Mar 2023—

Jun 2023$624M

Sep 2023$564M

Dec 2023$365M

Mar 2024$355M

Jun 2024$350M

Sep 2024$289M

Dec 2024$191M

Mar 2025$258M

Jun 2025$201M

Sep 2025$64M

Dec 2025$310M

Mar 2026$219M

Jun 2026—

Ralliant Corporation · RAL

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025$950M

Sep 2025$885M

Dec 2025$830M

Mar 2026—

Jun 2026$880M

Sanmina Corporation · SANM

Sep 2021$-289M

Dec 2021$-320M

Mar 2022$-302M

Jun 2022$-238M

Sep 2022$-176M

Dec 2022$-183M

Mar 2023—

Jun 2023$-380M

Sep 2023$-323M

Dec 2023$-306M

Mar 2024$-330M

Jun 2024$-341M

Sep 2024$-309M

Dec 2024$-329M

Mar 2025$-338M

Jun 2025$-493M

Sep 2025$-626M

Dec 2025$755M

Mar 2026$596M

Jun 2026—

TE Connectivity plc · TEL

Sep 2021$2.9B

Dec 2021$3.0B

Mar 2022$3.3B

Jun 2022$3.4B

Sep 2022$3.1B

Dec 2022$3.4B

Mar 2023$3.3B

Jun 2023$3.1B

Sep 2023$2.6B

Dec 2023$3.0B

Mar 2024$3.0B

Jun 2024$2.7B

Sep 2024$2.9B

Dec 2024$3.0B

Mar 2025$3.1B

Jun 2025$5.0B

Sep 2025$4.4B

Dec 2025$4.5B

Mar 2026$4.5B

Jun 2026$4.4B

TTM Technologies, Inc. · TTMI

Sep 2021$409M

Dec 2021—

Mar 2022$405M

Jun 2022$423M

Sep 2022$677M

Dec 2022$607M

Mar 2023$539M

Jun 2023$473M

Sep 2023$478M

Dec 2023$542M

Mar 2024$549M

Jun 2024$554M

Sep 2024$546M

Dec 2024$492M

Mar 2025$584M

Jun 2025$555M

Sep 2025$510M

Dec 2025$503M

Mar 2026$613M

Jun 2026—

Vicor Corporation · VICR

Sep 2021$-224M

Dec 2021$-223M

Mar 2022$-203M

Jun 2022$-198M

Sep 2022$-193M

Dec 2022$-183M

Mar 2023$-185M

Jun 2023$-195M

Sep 2023$-220M

Dec 2023$-234M

Mar 2024$-231M

Jun 2024$-245M

Sep 2024$-261M

Dec 2024$-270M

Mar 2025$-289M

Jun 2025$-331M

Sep 2025$-355M

Dec 2025$-396M

Mar 2026$-397M

Jun 2026$-446M

06 · compare level, then change

Return On Capital Employed

Celestica Inc. has the highest ROCE among the 30 Electronic Components companies compared here, at 9.1%. Jabil Inc. is next at 9%. Kopin Corporation has the highest ROCE change at +11.2 percentage points, so level and change sit with different companies. 30 of 30 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: Celestica Inc. leads ROCE at 9.1%, 0.1 percentage points above Jabil Inc.. Kopin Corporation has the strongest latest improvement at +11.2 percentage points. Read the leader beside the density of its reported history: a sparse high return is a candidate; a repeated high return is evidence of durability.

LeaderCelestica Inc. · 9.1%

Gap1.1% versus #2 · Jabil Inc.

Persistence7/8 recent comparable periods

Coverage30/30 companies · 549 observations

Investor read: Celestica Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current roce change signal.

ROCE asks how much operating return the business earns on the capital employed. Direction matters, but a single exceptional year should not be mistaken for durability.

ROCEhighest

1Celestica Inc. CLS9.1%

2Jabil Inc. JBL9.0%

3Amphenol Corporation APH7.1%

4Fabrinet FN · older report5.6%

5M-tron Industries, Inc. MPTI4.9%

ROCE changefastest improvers

1Kopin Corporation KOPN+11.2 pp

2Daktronics, Inc. DAKT+4.6 pp

3Celestica Inc. CLS+4.4 pp

4Ouster, Inc. OUST+3.4 pp

5Methode Electronics, Inc. MEI+3.1 pp

Return on capital · company comparison

30/30 level · 30/30 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

Company	ROCE	ROCE change	Reported
Celestica Inc. CLS	9.1%	+4.4 pp	Mar 2026
Jabil Inc. JBL	9.0%	+1.4 pp	Jun 2026
Amphenol Corporation APH	7.1%	+0.6 pp	Mar 2026
Fabrinet FN	5.6%	+1.1 pp	Dec 2025
M-tron Industries, Inc. MPTI	4.9%	−2.4 pp	Mar 2026
TE Connectivity plc TEL	4.8%	+0.2 pp	Jun 2026
Vicor Corporation VICR	4.8%	−3.0 pp	Jun 2026
Ralliant Corporation RAL	4.4%	+1.9 pp	Jun 2026
Daktronics, Inc. DAKT	4.1%	+4.6 pp	Jun 2026
Flex Ltd. FLEX	4.0%	+0.7 pp	Mar 2026
Sanmina Corporation SANM	3.9%	+0.7 pp	Mar 2026
Plexus Corp. PLXS	3.9%	+0.4 pp	Jun 2026
CTS Corporation CTS	3.3%	+0.8 pp	Mar 2026
Littelfuse, Inc. LFUS	3.0%	+1.0 pp	Mar 2026
OSI Systems, Inc. OSIS	3.0%	−1.4 pp	Mar 2026
Bel Fuse Inc. BELFA	2.9%	−1.0 pp	Mar 2026
Corning Incorporated GLW	2.7%	+0.8 pp	Mar 2026
TTM Technologies, Inc. TTMI	2.6%	+0.7 pp	Mar 2026
Knowles Corporation KN	2.6%	+1.4 pp	Jun 2026
Universal Display Corporation OLED	2.4%	−1.8 pp	Mar 2026
Richardson Electronics, Ltd. RELL	1.9%	+1.4 pp	Jun 2026
Allient Inc. ALNT	1.8%	+0.1 pp	Mar 2026
Benchmark Electronics, Inc. BHE	1.5%	+0.7 pp	Mar 2026
Methode Electronics, Inc. MEI	1.0%	+3.1 pp	Jun 2026
LSI Industries Inc. LYTS	0.9%	−1.5 pp	Mar 2026
Rogers Corporation ROG	0.8%	+0.8 pp	Mar 2026
LightPath Technologies, Inc. LPTH	-4.4%	+1.8 pp	Mar 2026
Syntec Optics Holdings, Inc. OPTX	-5.6%	−9.1 pp	Mar 2026
Ouster, Inc. OUST	-8.0%	+3.4 pp	Mar 2026
Kopin Corporation KOPN	-13%	+11.2 pp	Mar 2026

Full 20-quarter history · every available company

ROCE · reported quarter history

Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Amphenol Corporation · APH

Sep 20215.3%

Dec 20215.3%

Mar 20225.1%

Jun 20225.4%

Sep 20225.6%

Dec 20225.4%

Mar 20234.7%

Jun 20235.0%

Sep 20235.2%

Dec 20235.3%

Mar 20245.2%

Jun 20245.1%

Sep 20245.7%

Dec 20246.2%

Mar 20256.5%

Jun 20258.1%

Sep 20259.2%

Dec 20257.4%

Mar 20267.1%

Jun 2026—

Celestica Inc. · CLS

Sep 20212.4%

Dec 20212.2%

Mar 20221.8%

Jun 20222.8%

Sep 20223.4%

Dec 20223.3%

Mar 20232.2%

Jun 20233.3%

Sep 20233.5%

Dec 20234.2%

Mar 20244.8%

Jun 20244.9%

Sep 20245.0%

Dec 20247.2%

Mar 20254.7%

Jun 20259.4%

Sep 202511%

Dec 202510%

Mar 20269.1%

Jun 2026—

Corning Incorporated · GLW

Sep 20212.1%

Dec 20211.8%

Mar 20222.2%

Jun 20222.0%

Sep 20221.2%

Dec 20220.3%

Mar 20231.2%

Jun 20231.2%

Sep 20231.0%

Dec 20230.3%

Mar 20241.1%

Jun 20240.8%

Sep 20241.3%

Dec 20241.7%

Mar 20251.9%

Jun 20252.5%

Sep 20252.5%

Dec 20252.8%

Mar 20262.7%

Jun 2026—

Fabrinet · FN

Sep 20213.8%

Dec 20214.4%

Mar 20224.4%

Jun 20224.6%

Sep 20224.9%

Dec 20225.0%

Mar 20234.5%

Jun 20234.4%

Sep 20234.4%

Dec 20234.5%

Mar 20244.5%

Jun 20244.5%

Sep 20244.5%

Dec 20244.5%

Mar 20254.3%

Jun 20254.7%

Sep 20254.7%

Dec 20255.6%

Mar 2026—

Jun 2026—

Flex Ltd. · FLEX

Sep 2021—

Dec 20213.0%

Mar 20222.7%

Jun 2022—

Sep 20223.3%

Dec 20223.6%

Mar 20232.8%

Jun 20232.3%

Sep 20232.9%

Dec 20232.0%

Mar 20241.6%

Jun 20242.4%

Sep 20242.9%

Dec 20243.3%

Mar 20253.3%

Jun 20253.5%

Sep 20253.2%

Dec 20254.1%

Mar 20264.0%

Jun 2026—

Jabil Inc. · JBL

Sep 2021—

Dec 20216.2%

Mar 20225.5%

Jun 20225.3%

Sep 20226.8%

Dec 20226.2%

Mar 20236.0%

Jun 20235.8%

Sep 20236.9%

Dec 20234.8%

Mar 202418%

Jun 20244.1%

Sep 20245.2%

Dec 20243.4%

Mar 20254.3%

Jun 20257.6%

Sep 20256.5%

Dec 20255.6%

Mar 20266.9%

Jun 20269.0%

Littelfuse, Inc. · LFUS

Sep 20214.8%

Dec 2021—

Mar 20223.6%

Jun 20225.7%

Sep 20224.7%

Dec 20224.1%

Mar 2023—

Jun 20233.5%

Sep 20232.8%

Dec 20231.9%

Mar 20241.6%

Jun 20241.9%

Sep 20242.5%

Dec 2024-1.4%

Mar 20252.0%

Jun 20252.6%

Sep 20252.6%

Dec 2025-6.5%

Mar 20263.0%

Jun 2026—

Ralliant Corporation · RAL

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 20230.0%

Dec 20230.0%

Mar 2024—

Jun 2024—

Sep 20243.3%

Dec 20243.1%

Mar 2025—

Jun 20252.5%

Sep 20251.2%

Dec 2025-40%

Mar 2026—

Jun 20264.4%

Sanmina Corporation · SANM

Sep 2021—

Dec 20212.9%

Mar 20223.3%

Jun 20223.2%

Sep 20223.9%

Dec 20224.3%

Mar 2023—

Jun 20234.7%

Sep 20234.2%

Dec 20233.2%

Mar 20242.7%

Jun 20242.9%

Sep 20243.1%

Dec 20243.1%

Mar 20253.2%

Jun 20253.3%

Sep 20252.7%

Dec 20251.8%

Mar 20263.9%

Jun 2026—

TE Connectivity plc · TEL

Sep 20214.1%

Dec 20214.0%

Mar 20224.4%

Jun 20224.4%

Sep 20224.0%

Dec 20222.9%

Mar 20233.2%

Jun 20233.7%

Sep 20233.8%

Dec 20233.9%

Mar 20244.0%

Jun 20244.3%

Sep 20243.7%

Dec 20243.7%

Mar 20254.2%

Jun 20254.6%

Sep 20254.8%

Dec 20255.0%

Mar 20264.9%

Jun 20264.8%

TTM Technologies, Inc. · TTMI

Sep 20211.3%

Dec 2021—

Mar 20221.5%

Jun 20221.1%

Sep 20221.5%

Dec 20222.0%

Mar 20231.8%

Jun 2023-0.1%

Sep 20230.8%

Dec 2023-0.4%

Mar 20241.3%

Jun 20240.7%

Sep 20241.5%

Dec 20241.6%

Mar 20251.9%

Jun 20252.3%

Sep 20252.6%

Dec 20252.9%

Mar 20262.6%

Jun 2026—

Vicor Corporation · VICR

Sep 20213.2%

Dec 20212.3%

Mar 20221.2%

Jun 20222.7%

Sep 20220.7%

Dec 20221.8%

Mar 20232.2%

Jun 20233.7%

Sep 20233.1%

Dec 20231.4%

Mar 2024-3.1%

Jun 20240.0%

Sep 20241.0%

Dec 20241.6%

Mar 20250.0%

Jun 20257.8%

Sep 20253.5%

Dec 20252.4%

Mar 20262.5%

Jun 20264.8%

ROCE change · reported quarter history

Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Amphenol Corporation · APH

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022+0.3 pp

Dec 2022+0.1 pp

Mar 2023−0.4 pp

Jun 2023−0.4 pp

Sep 2023−0.4 pp

Dec 2023−0.1 pp

Mar 2024+0.5 pp

Jun 2024+0.1 pp

Sep 2024+0.5 pp

Dec 2024+0.9 pp

Mar 2025+1.3 pp

Jun 2025+3.0 pp

Sep 2025+3.5 pp

Dec 2025+1.2 pp

Mar 2026+0.6 pp

Jun 2026—

Celestica Inc. · CLS

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022+1.0 pp

Dec 2022+1.1 pp

Mar 2023+0.4 pp

Jun 2023+0.5 pp

Sep 2023+0.1 pp

Dec 2023+0.9 pp

Mar 2024+2.6 pp

Jun 2024+1.6 pp

Sep 2024+1.5 pp

Dec 2024+3.0 pp

Mar 2025−0.1 pp

Jun 2025+4.5 pp

Sep 2025+5.8 pp

Dec 2025+2.9 pp

Mar 2026+4.4 pp

Jun 2026—

Corning Incorporated · GLW

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022−0.9 pp

Dec 2022−1.5 pp

Mar 2023−1.0 pp

Jun 2023−0.8 pp

Sep 2023−0.2 pp

Dec 20230.0 pp

Mar 2024−0.1 pp

Jun 2024−0.4 pp

Sep 2024+0.3 pp

Dec 2024+1.4 pp

Mar 2025+0.8 pp

Jun 2025+1.7 pp

Sep 2025+1.2 pp

Dec 2025+1.1 pp

Mar 2026+0.8 pp

Jun 2026—

Fabrinet · FN

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022+1.1 pp

Dec 2022+0.6 pp

Mar 2023+0.1 pp

Jun 2023−0.2 pp

Sep 2023−0.5 pp

Dec 2023−0.5 pp

Mar 20240.0 pp

Jun 2024+0.1 pp

Sep 2024+0.1 pp

Dec 20240.0 pp

Mar 2025−0.2 pp

Jun 2025+0.2 pp

Sep 2025+0.2 pp

Dec 2025+1.1 pp

Mar 2026—

Jun 2026—

Flex Ltd. · FLEX

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022+0.6 pp

Mar 2023+0.1 pp

Jun 2023—

Sep 2023−0.4 pp

Dec 2023−1.6 pp

Mar 2024−1.2 pp

Jun 2024+0.1 pp

Sep 20240.0 pp

Dec 2024+1.3 pp

Mar 2025+1.7 pp

Jun 2025+1.1 pp

Sep 2025+0.3 pp

Dec 2025+0.8 pp

Mar 2026+0.7 pp

Jun 2026—

Jabil Inc. · JBL

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 20220.0 pp

Mar 2023+0.5 pp

Jun 2023+0.5 pp

Sep 2023+0.1 pp

Dec 2023−1.4 pp

Mar 2024+11.8 pp

Jun 2024−1.7 pp

Sep 2024−1.7 pp

Dec 2024−1.4 pp

Mar 2025−13.5 pp

Jun 2025+3.5 pp

Sep 2025+1.3 pp

Dec 2025+2.2 pp

Mar 2026+2.6 pp

Jun 2026+1.4 pp

Littelfuse, Inc. · LFUS

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022−0.1 pp

Dec 2022—

Mar 2023—

Jun 2023−2.2 pp

Sep 2023−1.9 pp

Dec 2023−2.2 pp

Mar 2024—

Jun 2024−1.6 pp

Sep 2024−0.3 pp

Dec 2024−3.3 pp

Mar 2025+0.4 pp

Jun 2025+0.7 pp

Sep 2025+0.1 pp

Dec 2025−5.1 pp

Mar 2026+1.0 pp

Jun 2026—

Ralliant Corporation · RAL

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024+3.3 pp

Dec 2024+3.1 pp

Mar 2025—

Jun 2025—

Sep 2025−2.1 pp

Dec 2025−43.0 pp

Mar 2026—

Jun 2026+1.9 pp

Sanmina Corporation · SANM

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022+1.4 pp

Mar 2023—

Jun 2023+1.5 pp

Sep 2023+0.3 pp

Dec 2023−1.1 pp

Mar 2024—

Jun 2024−1.8 pp

Sep 2024−1.1 pp

Dec 2024−0.1 pp

Mar 2025+0.5 pp

Jun 2025+0.4 pp

Sep 2025−0.4 pp

Dec 2025−1.3 pp

Mar 2026+0.7 pp

Jun 2026—

TE Connectivity plc · TEL

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022−0.1 pp

Dec 2022−1.1 pp

Mar 2023−1.2 pp

Jun 2023−0.7 pp

Sep 2023−0.2 pp

Dec 2023+1.0 pp

Mar 2024+0.8 pp

Jun 2024+0.6 pp

Sep 2024−0.1 pp

Dec 2024−0.2 pp

Mar 2025+0.2 pp

Jun 2025+0.3 pp

Sep 2025+1.1 pp

Dec 2025+1.3 pp

Mar 2026+0.7 pp

Jun 2026+0.2 pp

TTM Technologies, Inc. · TTMI

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022+0.2 pp

Dec 2022—

Mar 2023+0.3 pp

Jun 2023−1.2 pp

Sep 2023−0.7 pp

Dec 2023−2.4 pp

Mar 2024−0.5 pp

Jun 2024+0.8 pp

Sep 2024+0.7 pp

Dec 2024+2.0 pp

Mar 2025+0.6 pp

Jun 2025+1.6 pp

Sep 2025+1.1 pp

Dec 2025+1.3 pp

Mar 2026+0.7 pp

Jun 2026—

Vicor Corporation · VICR

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022−2.5 pp

Dec 2022−0.5 pp

Mar 2023+1.0 pp

Jun 2023+1.0 pp

Sep 2023+2.4 pp

Dec 2023−0.4 pp

Mar 2024−5.3 pp

Jun 2024−3.7 pp

Sep 2024−2.1 pp

Dec 2024+0.2 pp

Mar 2025+3.1 pp

Jun 2025+7.8 pp

Sep 2025+2.5 pp

Dec 2025+0.8 pp

Mar 2026+2.5 pp

Jun 2026−3.0 pp

07 · compare level, then change

Valuation Against Growth & Quality

Celestica Inc. has the lowest Guarded PEG among the 30 Electronic Components companies compared here, at 0.62×. Amphenol Corporation is next at 0.78×. TE Connectivity plc has the lowest P/E at 19×, so level and change sit with different companies. 16 of 30 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: Celestica Inc. has the lowest comparable Guarded PEG at 0.62×, 20.5% below Amphenol Corporation. Only 16 of 30 companies pass the guard, so no broad “cheapest stock” conclusion is defensible unless the current multiple, own-history position and growth durability agree.

LeaderCelestica Inc. · 0.62×

Gap20.5% versus #2 · Amphenol Corporation

Persistence0/8 recent comparable periods

Coverage16/30 companies · 89 observations

Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.

This conclusion weakens if: The next two comparable reports reverse the current p/e signal.

PEG is shown only when earnings are positive and three-year EPS growth is between 5% and 60%. It is recomputed consistently as the trailing P/E divided by that growth rate — reported earnings, never an expected-earnings multiple. On Indian companies it is shown only where the two data sources reconciled. A missing PEG is more honest than a low-base fiction.

Guarded PEGlowest PEG

1Celestica Inc. CLS0.6

2Amphenol Corporation APH0.8

3Jabil Inc. JBL0.8

4CTS Corporation CTS0.9

5Benchmark Electronics, Inc. BHE0.9

P/Elowest P/E

1TE Connectivity plc TEL19.0

2CTS Corporation CTS20.4

3Universal Display Corporation OLED20.5

4Ralliant Corporation RAL20.8

5Daktronics, Inc. DAKT21.4

Valuation · company comparison

16/30 level · 28/30 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

Company	Guarded PEG	P/E	Reported
OSI Systems, Inc. OSIS	4.6	30.3	Mar 2026
LSI Industries Inc. LYTS	3.4	24.8	Mar 2026
TE Connectivity plc TEL	3.1	19.0	Jun 2026
Sanmina Corporation SANM	2.9	27.7	Mar 2026
Flex Ltd. FLEX	2.8	28.1	Mar 2026
Fabrinet FN	2.7	45.8	Dec 2025
Universal Display Corporation OLED	2.6	20.5	Mar 2026
Bel Fuse Inc. BELFA	1.6	43.4	Mar 2026
Allient Inc. ALNT	1.5	41.3	Mar 2026
M-tron Industries, Inc. MPTI	1.0	25.9	Mar 2026
Knowles Corporation KN	0.9	53.9	Jun 2026
Benchmark Electronics, Inc. BHE	0.9	59.0	Mar 2026
CTS Corporation CTS	0.9	20.4	Mar 2026
Jabil Inc. JBL	0.8	45.5	Jun 2026
Amphenol Corporation APH	0.8	36.3	Mar 2026
Celestica Inc. CLS	0.6	34.1	Mar 2026
Rogers Corporation ROG	0.6	74.2	Mar 2026
Richardson Electronics, Ltd. RELL	0.6	38.6	Jun 2026
Plexus Corp. PLXS	0.4	30.3	Jun 2026
Corning Incorporated GLW	—	65.1	Mar 2026
TTM Technologies, Inc. TTMI	—	47.7	Mar 2026
Littelfuse, Inc. LFUS	—	54.9	Mar 2026
Vicor Corporation VICR	—	121.7	Jun 2026
Ralliant Corporation RAL	—	20.9	Jun 2026
Daktronics, Inc. DAKT	—	21.4	Jun 2026
Kopin Corporation KOPN	—	181.5	Mar 2026
Methode Electronics, Inc. MEI	—	21.4	Jun 2026
Syntec Optics Holdings, Inc. OPTX	—	123.0	Mar 2026

Full 20-quarter history · every available company

Guarded PEG · reported quarter history

Showing the 12 largest of 19 companies with a series here. The remaining 7 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Amphenol Corporation · APH

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 20231.8

Jun 20233.6

Sep 2023—

Dec 2023—

Mar 20246.1

Jun 20244.8

Sep 20242.9

Dec 20241.5

Mar 20251.2

Jun 20250.8

Sep 2025—

Dec 2025—

Mar 2026—

Jun 2026—

Bel Fuse Inc. · BELFA

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 20230.1

Dec 20230.3

Mar 20240.7

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025—

Sep 20251.2

Dec 20250.7

Mar 20261.6

Jun 2026—

Celestica Inc. · CLS

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 20230.4

Jun 20230.3

Sep 20230.3

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 20250.6

Jun 20250.6

Sep 2025—

Dec 2025—

Mar 2026—

Jun 2026—

Fabrinet · FN

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 20230.6

Jun 20230.8

Sep 2023—

Dec 20233.1

Mar 20241.8

Jun 20241.5

Sep 20241.1

Dec 20240.8

Mar 20251.1

Jun 20252.4

Sep 20252.5

Dec 20252.7

Mar 2026—

Jun 2026—

Flex Ltd. · FLEX

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 20240.4

Sep 20240.5

Dec 20240.3

Mar 2025—

Jun 2025—

Sep 2025—

Dec 2025—

Mar 20262.8

Jun 2026—

Jabil Inc. · JBL

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 20230.6

Sep 2023—

Dec 2023—

Mar 2024—

Jun 20240.2

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025—

Sep 2025—

Dec 2025—

Mar 2026—

Jun 20260.8

Knowles Corporation · KN

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025—

Sep 20254.2

Dec 20250.9

Mar 2026—

Jun 2026—

OSI Systems, Inc. · OSIS

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 20231.9

Mar 20240.4

Jun 20240.5

Sep 20240.5

Dec 20241.2

Mar 20251.8

Jun 20251.4

Sep 20251.9

Dec 20252.1

Mar 20264.6

Jun 2026—

Plexus Corp. · PLXS

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 20250.6

Jun 2025—

Sep 20250.4

Dec 2025—

Mar 2026—

Jun 2026—

Sanmina Corporation · SANM

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 20251.5

Sep 20251.8

Dec 2025—

Mar 20262.9

Jun 2026—

TE Connectivity plc · TEL

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 20230.3

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025—

Sep 2025—

Dec 20253.1

Mar 2026—

Jun 2026—

Universal Display Corporation · OLED

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 20234.1

Jun 20232.6

Sep 20234.7

Dec 2023—

Mar 20243.6

Jun 20246.3

Sep 20242.7

Dec 20243.3

Mar 2025—

Jun 20253.1

Sep 2025—

Dec 20252.6

Mar 2026—

Jun 2026—

P/E · reported quarter history

Showing the 12 largest of 28 companies with a series here. The remaining 16 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Amphenol Corporation · APH

Sep 202130.9

Dec 202134.8

Mar 202228.0

Jun 202222.5

Sep 202222.5

Dec 202224.9

Mar 202326.5

Jun 202327.7

Sep 202327.2

Dec 202332.0

Mar 202435.4

Jun 202440.3

Sep 202437.5

Dec 202436.2

Mar 202531.8

Jun 202539.3

Sep 202541.3

Dec 202540.5

Mar 202636.3

Jun 2026—

Celestica Inc. · CLS

Sep 202112.2

Dec 202113.6

Mar 202212.9

Jun 20229.7

Sep 20227.7

Dec 20227.7

Mar 202310.9

Jun 202310.7

Sep 202315.1

Dec 202314.4

Mar 202417.0

Jun 202419.3

Sep 202416.5

Dec 202425.6

Mar 202522.0

Jun 202534.0

Sep 202539.9

Dec 202541.3

Mar 202634.1

Jun 2026—

Corning Incorporated · GLW

Sep 202138.0

Dec 202129.1

Mar 202229.5

Jun 202213.5

Sep 202213.6

Dec 202220.7

Mar 202333.3

Jun 202348.0

Sep 202344.8

Dec 202344.8

Mar 202446.4

Jun 202477.7

Sep 2024265.6

Dec 202481.9

Mar 202588.0

Jun 202556.0

Sep 202551.9

Dec 202547.9

Mar 202665.1

Jun 2026—

Fabrinet · FN

Sep 2021—

Dec 2021—

Mar 202221.1

Jun 202215.5

Sep 2022—

Dec 2022—

Mar 202318.1

Jun 202319.3

Sep 2023—

Dec 202327.5

Mar 202425.1

Jun 202430.2

Sep 202428.4

Dec 202424.6

Mar 202521.8

Jun 202532.2

Sep 202537.0

Dec 202545.8

Mar 2026—

Jun 2026—

Flex Ltd. · FLEX

Sep 2021—

Dec 20218.7

Mar 20229.1

Jun 2022—

Sep 20227.1

Dec 202211.8

Mar 202313.4

Jun 202315.7

Sep 202315.4

Dec 202312.6

Mar 202412.6

Jun 202413.1

Sep 202414.6

Dec 202415.5

Mar 202515.7

Jun 202521.9

Sep 202525.7

Dec 202527.1

Mar 202628.1

Jun 2026—

Jabil Inc. · JBL

Sep 2021—

Dec 202111.9

Mar 202210.7

Jun 202210.6

Sep 20228.7

Dec 202210.5

Mar 202312.0

Jun 202312.6

Sep 202319.0

Dec 202319.7

Mar 202412.4

Jun 202410.8

Sep 20249.8

Dec 202413.0

Mar 202537.1

Jun 202532.6

Sep 202534.6

Dec 202532.8

Mar 202635.6

Jun 202645.5

Littelfuse, Inc. · LFUS

Sep 202124.1

Dec 2021—

Mar 202227.7

Jun 202218.1

Sep 202217.8

Dec 202215.0

Mar 2023—

Jun 202319.5

Sep 202322.3

Dec 202325.9

Mar 202427.8

Jun 202432.9

Sep 202434.0

Dec 202459.3

Mar 202552.9

Jun 202552.7

Sep 202554.9

Dec 2025—

Mar 2026—

Jun 2026—

Ralliant Corporation · RAL

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 202520.9

Sep 202520.9

Dec 2025—

Mar 2026—

Jun 2026—

Sanmina Corporation · SANM

Sep 2021—

Dec 202110.5

Mar 202210.0

Jun 20229.7

Sep 202211.0

Dec 202212.1

Mar 2023—

Jun 202312.0

Sep 202311.8

Dec 202311.1

Mar 202414.7

Jun 202417.2

Sep 202417.6

Dec 202418.7

Mar 202517.7

Jun 202521.0

Sep 202525.6

Dec 202536.8

Mar 202627.7

Jun 2026—

TE Connectivity plc · TEL

Sep 202121.2

Dec 202121.1

Mar 202217.1

Jun 202215.1

Sep 202214.8

Dec 202216.4

Mar 202319.7

Jun 202321.3

Sep 202320.2

Dec 202313.1

Mar 202413.0

Jun 202413.2

Sep 202414.2

Dec 202422.6

Mar 202530.4

Jun 202533.9

Sep 202534.7

Dec 202533.1

Mar 202620.3

Jun 202619.0

TTM Technologies, Inc. · TTMI

Sep 202116.7

Dec 2021—

Mar 202230.3

Jun 202220.9

Sep 202217.1

Dec 202214.5

Mar 202316.6

Jun 202319.2

Sep 202328.3

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024119.1

Dec 202445.7

Mar 202527.4

Jun 202545.4

Sep 202545.8

Dec 202542.4

Mar 202647.7

Jun 2026—

Vicor Corporation · VICR

Sep 2021102.4

Dec 2021100.8

Mar 202268.5

Jun 202265.2

Sep 2022100.2

Dec 202294.3

Mar 202366.1

Jun 202363.5

Sep 202349.9

Dec 202337.8

Mar 202462.7

Jun 2024—

Sep 2024—

Dec 2024345.1

Mar 202590.0

Jun 202546.8

Sep 202531.3

Dec 202542.0

Mar 202653.9

Jun 2026121.7

08 · compare level, then change

Enterprise Value & Book Value

Methode Electronics, Inc. has the lowest EV/EBITDA among the 30 Electronic Components companies compared here, at 7.62×. Daktronics, Inc. is next at 10.4×. The same company also holds the lowest P/BV, at 0.45×. 28 of 30 companies report a comparable reading, the latest through Jun 2026. Its EV/EBITDA series carries 15 reported observations across the 20-quarter window.

What the numbers say: Methode Electronics, Inc. leads both ev/ebitda at 7.62× and p/bv at 0.45×.

LeaderMethode Electronics, Inc. · 7.62×

Gap26.7% versus #2 · Daktronics, Inc.

Persistence0/8 recent comparable periods

Coverage28/30 companies · 470 observations

Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.

This conclusion weakens if: The next two comparable reports reverse the current p/bv signal.

EV/EBITDA includes debt in enterprise value and is useful across different capital structures. P/BV prices the company against its own book. Both are market multiples on reported figures, not intrinsic-value estimates and not forecasts.

EV/EBITDAlowest EV/EBITDA

1Methode Electronics, Inc. MEI7.6

2Daktronics, Inc. DAKT10.4

3Flex Ltd. FLEX10.4

4CTS Corporation CTS11.1

5TE Connectivity plc TEL12.8

P/BVlowest P/BV

1Methode Electronics, Inc. MEI0.5

2Richardson Electronics, Ltd. RELL1.5

3Rogers Corporation ROG1.6

4Benchmark Electronics, Inc. BHE1.8

5LSI Industries Inc. LYTS1.9

Enterprise and book valuation · company comparison

28/30 level · 30/30 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

Company	EV/EBITDA	P/BV	Reported
Syntec Optics Holdings, Inc. OPTX	436.6	29.8	Mar 2026
Vicor Corporation VICR	190.9	20.8	Jun 2026
LightPath Technologies, Inc. LPTH	132.8	6.9	Mar 2026
Rogers Corporation ROG	82.3	1.6	Mar 2026
Littelfuse, Inc. LFUS	41.8	3.3	Mar 2026
Fabrinet FN	37.2	7.8	Dec 2025
Corning Incorporated GLW	34.0	10.4	Mar 2026
Knowles Corporation KN	28.2	4.5	Jun 2026
Celestica Inc. CLS	24.1	15.5	Mar 2026
Richardson Electronics, Ltd. RELL	23.0	1.5	Jun 2026
TTM Technologies, Inc. TTMI	22.4	5.0	Mar 2026
Amphenol Corporation APH	21.6	11.1	Mar 2026
Ralliant Corporation RAL	20.1	3.0	Jun 2026
Bel Fuse Inc. BELFA	19.9	5.2	Mar 2026
LSI Industries Inc. LYTS	19.9	1.9	Mar 2026
Jabil Inc. JBL	19.6	28.9	Jun 2026
OSI Systems, Inc. OSIS	19.5	4.9	Mar 2026
Plexus Corp. PLXS	18.3	3.7	Jun 2026
Allient Inc. ALNT	16.6	3.3	Mar 2026
M-tron Industries, Inc. MPTI	15.5	3.3	Mar 2026
Benchmark Electronics, Inc. BHE	14.9	1.8	Mar 2026
Universal Display Corporation OLED	13.9	2.5	Mar 2026
Sanmina Corporation SANM	13.8	2.6	Mar 2026
TE Connectivity plc TEL	12.9	4.3	Jun 2026
CTS Corporation CTS	11.1	2.5	Mar 2026
Flex Ltd. FLEX	10.4	4.7	Mar 2026
Daktronics, Inc. DAKT	10.4	3.2	Jun 2026
Methode Electronics, Inc. MEI	7.6	0.5	Jun 2026
Ouster, Inc. OUST	—	4.2	Mar 2026
Kopin Corporation KOPN	—	5.3	Mar 2026

Full 20-quarter history · every available company

EV/EBITDA · reported quarter history

Showing the 12 largest of 28 companies with a series here. The remaining 16 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Amphenol Corporation · APH

Sep 202120.2

Dec 202122.4

Mar 202218.5

Jun 202215.0

Sep 202214.9

Dec 202216.3

Mar 202317.4

Jun 202318.1

Sep 202318.0

Dec 202321.0

Mar 202423.4

Jun 202426.8

Sep 202423.9

Dec 202423.5

Mar 202520.2

Jun 202524.8

Sep 202526.4

Dec 202525.0

Mar 202621.6

Jun 2026—

Celestica Inc. · CLS

Sep 20214.5

Dec 20216.1

Mar 20226.1

Jun 20224.8

Sep 20224.0

Dec 20224.4

Mar 20234.8

Jun 20235.0

Sep 20237.6

Dec 20238.1

Mar 202410.5

Jun 202412.0

Sep 20249.7

Dec 202414.8

Mar 202513.3

Jun 202521.1

Sep 202527.0

Dec 202528.1

Mar 202624.1

Jun 2026—

Corning Incorporated · GLW

Sep 202110.0

Dec 202110.2

Mar 20229.7

Jun 20228.9

Sep 20228.8

Dec 202211.2

Mar 202313.9

Jun 202315.4

Sep 202313.7

Dec 202314.2

Mar 202415.6

Jun 202417.9

Sep 202420.5

Dec 202417.9

Mar 202516.3

Jun 202516.9

Sep 202522.0

Dec 202522.7

Mar 202634.0

Jun 2026—

Fabrinet · FN

Sep 202117.4

Dec 202117.7

Mar 202214.7

Jun 202210.6

Sep 202211.4

Dec 202214.9

Mar 202313.2

Jun 202314.0

Sep 202318.1

Dec 202320.4

Mar 202419.3

Jun 202424.5

Sep 202422.9

Dec 202419.9

Mar 202516.9

Jun 202525.5

Sep 202531.4

Dec 202537.2

Mar 2026—

Jun 2026—

Flex Ltd. · FLEX

Sep 2021—

Dec 20216.8

Mar 20225.6

Jun 2022—

Sep 20225.8

Dec 20227.2

Mar 20235.8

Jun 20238.8

Sep 20238.5

Dec 20237.7

Mar 20246.7

Jun 20249.4

Sep 202410.3

Dec 202410.6

Mar 20256.4

Jun 202511.6

Sep 202512.9

Dec 202512.9

Mar 202610.4

Jun 2026—

Jabil Inc. · JBL

Sep 2021—

Dec 20215.8

Mar 20225.5

Jun 20225.4

Sep 20223.3

Dec 20225.5

Mar 20236.0

Jun 20236.2

Sep 20235.1

Dec 20237.6

Mar 20246.4

Jun 20245.5

Sep 20244.1

Dec 20246.7

Mar 202511.7

Jun 202511.1

Sep 20259.5

Dec 202512.3

Mar 202614.6

Jun 202619.6

Littelfuse, Inc. · LFUS

Sep 202115.2

Dec 2021—

Mar 202216.4

Jun 202211.3

Sep 202210.4

Dec 20228.9

Mar 2023—

Jun 202312.4

Sep 202314.1

Dec 202314.1

Mar 202414.5

Jun 202416.2

Sep 202416.9

Dec 202421.0

Mar 202517.2

Jun 202517.4

Sep 202519.0

Dec 202539.8

Mar 202641.8

Jun 2026—

Ralliant Corporation · RAL

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 202520.0

Sep 202520.1

Dec 2025—

Mar 2026—

Jun 2026—

Sanmina Corporation · SANM

Sep 2021—

Dec 20216.0

Mar 20225.9

Jun 20224.9

Sep 20225.2

Dec 20225.4

Mar 2023—

Jun 20235.7

Sep 20235.4

Dec 20234.7

Mar 20246.3

Jun 20247.0

Sep 20247.8

Dec 20248.3

Mar 20257.9

Jun 20259.7

Sep 202511.9

Dec 202519.6

Mar 202613.8

Jun 2026—

TE Connectivity plc · TEL

Sep 202115.7

Dec 202115.9

Mar 202213.1

Jun 202211.7

Sep 202210.8

Dec 202211.9

Mar 202314.0

Jun 202315.2

Sep 202313.3

Dec 202314.1

Mar 202413.9

Jun 202413.6

Sep 202413.4

Dec 202412.9

Mar 202512.4

Jun 202514.5

Sep 202516.9

Dec 202516.6

Mar 202613.7

Jun 202612.9

TTM Technologies, Inc. · TTMI

Sep 20216.5

Dec 2021—

Mar 20227.8

Jun 20227.3

Sep 20227.4

Dec 20227.1

Mar 20236.0

Jun 20236.4

Sep 20237.1

Dec 20237.3

Mar 202410.7

Jun 20248.3

Sep 20249.0

Dec 202411.3

Mar 20258.1

Jun 202513.6

Sep 202517.5

Dec 202519.1

Mar 202622.4

Jun 2026—

Vicor Corporation · VICR

Sep 202181.0

Dec 202179.5

Mar 202250.1

Jun 202244.5

Sep 202258.1

Dec 202253.4

Mar 202339.8

Jun 202339.8

Sep 202334.8

Dec 202325.7

Mar 202434.7

Jun 202449.9

Sep 2024110.2

Dec 2024110.5

Mar 202554.0

Jun 202521.4

Sep 202519.5

Dec 202544.5

Mar 202657.9

Jun 2026190.9

P/BV · reported quarter history

Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Amphenol Corporation · APH

Sep 20217.4

Dec 20218.3

Mar 20227.0

Jun 20225.9

Sep 20226.1

Dec 20226.5

Mar 20236.7

Jun 20236.7

Sep 20236.4

Dec 20237.1

Mar 20248.0

Jun 20249.0

Sep 20248.3

Dec 20248.6

Mar 20257.7

Jun 202510.4

Sep 202512.1

Dec 202512.4

Mar 202611.1

Jun 2026—

Celestica Inc. · CLS

Sep 20210.8

Dec 20211.0

Mar 20221.0

Jun 20220.8

Sep 20220.7

Dec 20220.8

Mar 20230.9

Jun 20231.0

Sep 20231.7

Dec 20232.0

Mar 20243.1

Jun 20243.8

Sep 20243.3

Dec 20245.7

Mar 20255.9

Jun 202510.2

Sep 202513.9

Dec 202515.3

Mar 202615.5

Jun 2026—

Corning Incorporated · GLW

Sep 20212.6

Dec 20212.6

Mar 20222.5

Jun 20222.3

Sep 20222.1

Dec 20222.2

Mar 20232.5

Jun 20232.6

Sep 20232.2

Dec 20232.2

Mar 20242.5

Jun 20243.0

Sep 20243.5

Dec 20243.6

Mar 20253.5

Jun 20254.1

Sep 20255.8

Dec 20256.4

Mar 202610.4

Jun 2026—

Fabrinet · FN

Sep 20213.4

Dec 20213.6

Mar 20223.2

Jun 20222.4

Sep 20222.7

Dec 20223.4

Mar 20233.0

Jun 20233.2

Sep 20234.0

Dec 20234.3

Mar 20244.1

Jun 20245.1

Sep 20244.8

Dec 20244.3

Mar 20253.7

Jun 20255.3

Sep 20256.2

Dec 20257.8

Mar 2026—

Jun 2026—

Flex Ltd. · FLEX

Sep 2021—

Dec 20212.5

Mar 20222.1

Jun 2022—

Sep 20221.6

Dec 20222.2

Mar 20231.9

Jun 20232.3

Sep 20232.0

Dec 20231.6

Mar 20242.2

Jun 20242.4

Sep 20242.6

Dec 20243.0

Mar 20252.5

Jun 20253.7

Sep 20254.3

Dec 20254.3

Mar 20264.7

Jun 2026—

Jabil Inc. · JBL

Sep 2021—

Dec 20213.8

Mar 20223.5

Jun 20223.6

Sep 20223.3

Dec 20223.8

Mar 20234.1

Jun 20234.3

Sep 20235.2

Dec 20235.9

Mar 20246.6

Jun 20246.2

Sep 20247.2

Dec 20249.5

Mar 202512.5

Jun 202514.0

Sep 202514.6

Dec 202516.8

Mar 202620.9

Jun 202628.9

Littelfuse, Inc. · LFUS

Sep 20213.8

Dec 2021—

Mar 20224.1

Jun 20223.1

Sep 20223.0

Dec 20222.4

Mar 2023—

Jun 20232.9

Sep 20233.1

Dec 20232.7

Mar 20242.4

Jun 20242.6

Sep 20242.6

Dec 20242.4

Mar 20252.0

Jun 20252.2

Sep 20252.4

Dec 20252.7

Mar 20263.3

Jun 2026—

Ralliant Corporation · RAL

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 20252.0

Sep 20251.6

Dec 20253.5

Mar 2026—

Jun 20263.0

Sanmina Corporation · SANM

Sep 2021—

Dec 20211.4

Mar 2022—

Jun 2022—

Sep 2022—

Dec 20221.5

Mar 2023—

Jun 2023—

Sep 20231.4

Dec 2023—

Mar 2024—

Jun 2024—

Sep 20241.7

Dec 2024—

Mar 2025—

Jun 2025—

Sep 20252.6

Dec 2025—

Mar 2026—

Jun 2026—

TE Connectivity plc · TEL

Sep 20214.4

Dec 20214.7

Mar 20224.1

Jun 20223.6

Sep 20223.3

Dec 20223.2

Mar 20233.8

Jun 20233.9

Sep 20233.3

Dec 20233.3

Mar 20243.6

Jun 20243.6

Sep 20243.7

Dec 20243.5

Mar 20253.5

Jun 20254.0

Sep 20255.1

Dec 20255.3

Mar 20264.5

Jun 20264.3

TTM Technologies, Inc. · TTMI

Sep 20210.9

Dec 2021—

Mar 20221.1

Jun 20221.0

Sep 20220.8

Dec 20220.9

Mar 20231.0

Jun 20230.9

Sep 20230.9

Dec 20230.9

Mar 20241.1

Jun 20241.0

Sep 20241.3

Dec 20241.6

Mar 20251.3

Jun 20252.6

Sep 20253.5

Dec 20254.2

Mar 20265.0

Jun 2026—

Vicor Corporation · VICR

Sep 202114.3

Dec 202113.2

Mar 20227.2

Jun 20225.4

Sep 20225.7

Dec 20225.1

Mar 20234.3

Jun 20234.8

Sep 20235.0

Dec 20233.7

Mar 20243.2

Jun 20242.8

Sep 20243.4

Dec 20243.8

Mar 20253.7

Jun 20253.4

Sep 20253.5

Dec 20257.0

Mar 20269.7

Jun 202620.8

09 · let price answer last

Market action

Vicor Corporation has the strongest one-year price move in Electronic Components at +338.2%. Methode Electronics, Inc. leads on Mansfield relative strength against the S&P 500 at +58.6%. 21 of 30 covered companies are above zero on that measure. Every line covers 314 weekly closes through 2026-07-28.

Every price line is indexed to 100 over the chosen window. Mansfield relative strength compares a price ratio with its own 52-week average; zero separates leadership from lagging.

Price and relative strength

Price is rebased to 100 inside the selected window. Pair ratio rebases each selected company against one chosen denominator.

Before the conclusion · check the blind spots

What can make this comparison misleading?

This Electronic Components comparison names 5 specific ways its own evidence can mislead, all listed below. 1 of the 30 companies reports on an older date than the sector's freshest reporters, so its rank is marked stale. A high growth rate can still be a low-base artefact.

Keep these limits visible

A high growth rate can be a low-base artefact. The page keeps level and change separate for that reason.
A high ROCE can be temporary or flattered by a small capital base. Read it beside margin, cash conversion and reinvestment.
The 4-Factor Sector Score ranks research priority, not portfolio action. Management quality, catalysts and risks need equally fresh evidence before capital is deployed.
An “all companies” line chart preserves completeness, but rank changes should be checked against reporting dates before drawing a conclusion.
1 company has an older fundamental reporting date than the sector’s freshest reporters; its rank carries a stale marker.

10 · the complete set

Which companies are included?

All 30 companies in the canonical Electronic Components membership are listed below, largest market value first — nothing is silently dropped, even where a company reports too little to rank. The charts above default to a selective view; this register is the complete set, with each company's own latest reporting date beside it.

AHEAD means the company is beating the index by 5% or more over three months. LAGGING, FUNDAMENTALS UP means it is 20% or more behind over a year while its trailing twelve-month earnings grew 20% or more. Both rules are fixed and applied the same way in every sector.

Company	Market value	Price	Priced to	Latest fundamentals
Amphenol Corporation APH	$177.0B	$144	2026-07-28	Mar 2026
Corning Incorporated GLW23/26 WEEKS	$108.4B	$126	2026-07-28	Mar 2026
TE Connectivity plc TEL	$62.0B	$214	2026-07-28	Jun 2026
Flex Ltd. FLEXAHEAD23/26 WEEKS	$41.5B	$113	2026-07-28	Mar 2026
Celestica Inc. CLS	$36.6B	$350	2026-07-28	Mar 2026
Jabil Inc. JBL22/26 WEEKS	$31.7B	$303	2026-07-28	Jun 2026
Fabrinet FN19/26 WEEKS	$16.1B	$450	2026-07-28	Dec 2025
TTM Technologies, Inc. TTMI23/26 WEEKS	$11.3B	$109	2026-07-28	Mar 2026
Littelfuse, Inc. LFUS22/26 WEEKS	$9.9B	$392	2026-07-28	Mar 2026
Sanmina Corporation SANM	$9.2B	$172	2026-07-28	Mar 2026
Vicor Corporation VICR24/26 WEEKS	$8.8B	$192	2026-07-28	Jun 2026
Ralliant Corporation RALAHEAD	$7.6B	$67.7	2026-07-28	Jun 2026
Plexus Corp. PLXS24/26 WEEKS	$6.7B	$250	2026-07-28	Jun 2026
Universal Display Corporation OLED	$3.8B	$82.3	2026-07-28	Mar 2026
OSI Systems, Inc. OSIS	$3.6B	$221	2026-07-28	Mar 2026
Knowles Corporation KNAHEAD26/26 WEEKS	$3.1B	$35.9	2026-07-28	Jun 2026
Bel Fuse Inc. BELFA21/26 WEEKS	$3.0B	$210	2026-07-28	Mar 2026
Benchmark Electronics, Inc. BHE25/26 WEEKS	$2.8B	$76.9	2026-07-28	Mar 2026
Ouster, Inc. OUSTAHEAD	$2.3B	$33.9	2026-07-28	Mar 2026
Rogers Corporation ROG24/26 WEEKS	$2.1B	$119	2026-07-28	Mar 2026
CTS Corporation CTS24/26 WEEKS	$1.9B	$64.8	2026-07-28	Mar 2026
Allient Inc. ALNTAHEAD23/26 WEEKS	$1.4B	$83.3	2026-07-28	Mar 2026
Daktronics, Inc. DAKT	$953M	$19.8	2026-07-28	Jun 2026
LSI Industries Inc. LYTS22/26 WEEKS	$853M	$24.0	2026-07-28	Mar 2026
LightPath Technologies, Inc. LPTH20/26 WEEKS	$688M	$10.4	2026-07-28	Mar 2026
Kopin Corporation KOPN	$631M	$3.5	2026-07-28	Mar 2026
Methode Electronics, Inc. MEIAHEAD19/26 WEEKS	$525M	$14.8	2026-07-28	Jun 2026
M-tron Industries, Inc. MPTIAHEAD24/26 WEEKS	$355M	$82.2	2026-07-28	Mar 2026
Richardson Electronics, Ltd. RELLAHEAD26/26 WEEKS	$274M	$18.8	2026-07-28	Jun 2026
Syntec Optics Holdings, Inc. OPTX21/26 WEEKS	$257M	$6.4	2026-07-28	Mar 2026

Evidence and freshness

How was this comparison built?

This comparison is built from the reported filings of 30 Electronic Components companies, normalized to a common $ scale and a shared quarter axis of up to 20 quarters each. Fundamentals run through Jun 2026 and market data through 2026-07-28. A second data feed fills gaps only after identity and scale reconciliation, and missing observations are never interpolated.

FundamentalsThrough Jun 2026 · up to 20 quarters per company

Market dataThrough 2026-07-28 · weekly price and relative-strength history

Derived metricsGrowth, changes, CAPEX intensity, net debt, guarded PEG and P/BV÷ROE are calculated only when their inputs are comparable.

Score confidenceMissing and stale evidence reduces confidence and pulls the 0–100 research-priority score toward neutral.

Questions investors ask · short, speakable answers

Electronic Components company comparison FAQs

These 18 answers restate the Electronic Components comparison above in question form. Every one is computed from the same 30 companies and the same reported filings as the rankings and charts, current through Jun 2026. Price and relative-strength answers run through 2026-07-28. Nothing here is estimated, and none of it is a recommendation.

Which Electronic Components company is the biggest?

Jabil Inc. is the largest, with trailing-twelve-month revenue of $33,590 million, ahead of Flex Ltd. at $27,914 million. That covers 24 of 30 companies with comparable reporting through Jun 2026.

Which Electronic Components company is growing fastest?

LightPath Technologies, Inc. has the fastest revenue growth at 87.9% year on year, across 24 of 30 comparable companies. Fast growth off a small base is not the same as proven scale — check whether the rate holds across several quarters on the chart above before treating it as a trend.

Which Electronic Components company has the best profit margins?

Universal Display Corporation has the highest operating margin at 30.1%, from 30 of 30 comparable companies. Ouster, Inc. shows the biggest recent improvement, at +33.5 percentage points. A high margin matters most when it is holding or rising, not when it is peaking.

Which Electronic Components company makes the most profit?

Amphenol Corporation earns the most, at $4,504 million of trailing-twelve-month net profit, from 24 of 30 comparable companies. Allient Inc. has the fastest profit growth at 100%, though growth off a small or recovering profit base overstates how much has actually changed.

Which Electronic Components company earns the highest return on capital?

Celestica Inc. leads on return on capital employed at 9.1%, across 30 of 30 companies. Read it beside the length of its reported history: a high return that repeats for years is evidence of a durable business, while a single high reading can be a small capital base or one good year.

Which Electronic Components stock is the cheapest?

On guarded PEG — where a LOWER number is cheaper — Celestica Inc. screens cheapest at 0.62×. Only 16 of 30 companies pass the comparability guard, so this is not a sector-wide "cheapest stock" verdict. Cheap on a multiple is a reason to investigate, never a reason to buy on its own.

Which Electronic Components company has the strongest balance sheet?

M-tron Industries, Inc. carries the lowest comparable gross debt at $0 million, from 29 of 30 companies. Absolute rupee debt alone does not settle it, because company scale differs — net debt and debt-to-equity in the chart above carry more information, and a very low-debt balance sheet can also mean under-investment.

Which Electronic Components company is investing most in new capacity?

Corning Incorporated reports the largest capital spending at $332 million, across 30 of 30 companies. Spending consumes cash before it earns anything, so treat the ranking as a diligence queue: check commissioning, utilisation and the return earned on the completed assets before reading spend as value creation.

Is the Electronic Components sector beating the market?

Electronic Components has outperformed S&P 500 by 70.8% over the last 52 weeks and 3.1% over 13 weeks, measured on an equal-weight index of its current members. Inside the sector, 21 of 30 covered companies are beating the market on their own. Sector strength does not transfer evenly to every stock in it.

Which Electronic Components stock has the strongest price momentum?

Methode Electronics, Inc. has the strongest relative strength against S&P 500. Relative strength answers last, after growth, quality and valuation: price can move well before the fundamentals confirm it, and sometimes without them confirming at all.

Which Electronic Components company scores highest for research priority?

Celestica Inc. scores 65.4 out of 100 with 82% evidence confidence, from 28.2 points on growth and earnings, 15.2 on capital efficiency, 15.2 on valuation and 6.8 on relative strength. This ranks what deserves work next. It is not a buy recommendation, and management quality, catalysts and risk still need separate research.

How many Electronic Components companies does this comparison cover, and over what period?

It compares 30 listed companies over up to 20 reported quarters of fundamentals and 6 fiscal years of capital allocation, ending Jun 2026, plus weekly price and relative-strength history. Membership is the full sector list — nothing is dropped for having thin data.

What is the total market cap of the Electronic Components sector?

The 30 Electronic Components companies on this page carry $555,427 million of combined market value. Amphenol Corporation is the largest at $176,969 million, about 32% of the sector's total on its own. Market value moves with price, so this reading is dated 2026-07-28.

What is the Electronic Components sector's P/E ratio?

The median price-to-earnings ratio across the 30 Electronic Components companies on this page is 38.6×, measured on the 28 that report a comparable figure. A sector-level history for this multiple is not held here, so this is a cross-section of today, not a comparison with the sector’s own past. Figures are as of 2026-07-28.

How is the Electronic Components sector performing?

21 of the 30 covered Electronic Components companies are beating S&P 500 on Mansfield relative strength. The sector itself is 70.8% ahead of S&P 500 over 52 weeks on an equal-weight index of its current members. Readings are as of 2026-07-28.

How many Electronic Components stocks are listed in the US?

This comparison covers 30 listed Electronic Components companies in the US, each above the size floor the site applies. The full ranked list is on this page, with reported fundamentals through Jun 2026. Membership is the full industry list — nothing is dropped for having thin data.

Why are some values on this page blank?

A blank means that company did not report a comparable figure for that period, so nothing is shown. Missing observations are never interpolated, carried forward, or replaced with a similar-looking accounting line, and a company with missing evidence has its research score pulled toward neutral rather than being scored as bad.

Is this investment advice?

No. Every figure here is a deterministic calculation from reported company filings and market data, published for research. It contains no recommendation to buy or sell any security, does not account for your circumstances, and is not a substitute for advice from a licensed adviser.