Sector Alpha Week of 2026-08-04
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.

01 · the industry itself · before any single company

How has Electronic Components moved against S&P 500?

The line below covers up to 5.2 years and opens on the 5Y view; the buttons cut it shorter. Over the most recent two of them this industry is 204% ahead of S&P 500. Earnings across its companies grew 15% on average over the last four reported quarters.

FADING · −9 in 4w✓Price and the fundamentals both up7 of 30 companies ahead of S&P 500 by 5% or more over three months

RS ↑1w · 26/30 >200d (+1) · 7/30 lead (−9) · EPS 23/30↑

20050020262025202420232022 862348 TRAILING 12-MONTH EPS · 100 AT THE START0100137Mar 22Sep 22Mar 23Sep 23Mar 24Sep 24Mar 25Sep 25Mar 26Mar 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 16 reportingJun 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 22 reportingSep 2022 · trailing 12-month earnings per share at 102, against 100 at the start · no comparable year yet · 24 reportingDec 2022 · trailing 12-month earnings per share at 114, against 100 at the start · up 36.4% on a year ago · 26 reportingMar 2023 · trailing 12-month earnings per share at 112, against 100 at the start · up 12.0% on a year ago · 20 reportingJun 2023 · trailing 12-month earnings per share at 114, against 100 at the start · up 19.2% on a year ago · 23 reportingSep 2023 · trailing 12-month earnings per share at 115, against 100 at the start · up 10.7% on a year ago · 26 reportingDec 2023 · trailing 12-month earnings per share at 111, against 100 at the start · up 1.0% on a year ago · 23 reportingMar 2024 · trailing 12-month earnings per share at 120, against 100 at the start · up 5.5% on a year ago · 23 reportingJun 2024 · trailing 12-month earnings per share at 117, against 100 at the start · down 3.9% on a year ago · 23 reportingSep 2024 · trailing 12-month earnings per share at 109, against 100 at the start · down 16.9% on a year ago · 24 reportingDec 2024 · trailing 12-month earnings per share at 106, against 100 at the start · down 12.5% on a year ago · 24 reportingMar 2025 · trailing 12-month earnings per share at 105, against 100 at the start · down 23.3% on a year ago · 24 reportingJun 2025 · trailing 12-month earnings per share at 113, against 100 at the start · up 5.7% on a year ago · 24 reportingSep 2025 · trailing 12-month earnings per share at 118, against 100 at the start · up 12.8% on a year ago · 24 reportingDec 2025 · trailing 12-month earnings per share at 132, against 100 at the start · up 12.2% on a year ago · 23 reportingMar 2026 · trailing 12-month earnings per share at 137, against 100 at the start · up 27.3% on a year ago · 22 reportingNot reported yet — earnings trail price by a quarter or two137 · Mar 26No earnings on file this far back — the price series reaches further than the filings do
20050020262025202420232022 862348 TRAILING 12-MONTH EPS · 100 AT THE START0100137Mar 22Mar 23Mar 24Mar 25Mar 26Mar 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 16 reportingJun 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 22 reportingSep 2022 · trailing 12-month earnings per share at 102, against 100 at the start · no comparable year yet · 24 reportingDec 2022 · trailing 12-month earnings per share at 114, against 100 at the start · up 36.4% on a year ago · 26 reportingMar 2023 · trailing 12-month earnings per share at 112, against 100 at the start · up 12.0% on a year ago · 20 reportingJun 2023 · trailing 12-month earnings per share at 114, against 100 at the start · up 19.2% on a year ago · 23 reportingSep 2023 · trailing 12-month earnings per share at 115, against 100 at the start · up 10.7% on a year ago · 26 reportingDec 2023 · trailing 12-month earnings per share at 111, against 100 at the start · up 1.0% on a year ago · 23 reportingMar 2024 · trailing 12-month earnings per share at 120, against 100 at the start · up 5.5% on a year ago · 23 reportingJun 2024 · trailing 12-month earnings per share at 117, against 100 at the start · down 3.9% on a year ago · 23 reportingSep 2024 · trailing 12-month earnings per share at 109, against 100 at the start · down 16.9% on a year ago · 24 reportingDec 2024 · trailing 12-month earnings per share at 106, against 100 at the start · down 12.5% on a year ago · 24 reportingMar 2025 · trailing 12-month earnings per share at 105, against 100 at the start · down 23.3% on a year ago · 24 reportingJun 2025 · trailing 12-month earnings per share at 113, against 100 at the start · up 5.7% on a year ago · 24 reportingSep 2025 · trailing 12-month earnings per share at 118, against 100 at the start · up 12.8% on a year ago · 24 reportingDec 2025 · trailing 12-month earnings per share at 132, against 100 at the start · up 12.2% on a year ago · 23 reportingMar 2026 · trailing 12-month earnings per share at 137, against 100 at the start · up 27.3% on a year ago · 22 reportingNot reported yet — earnings trail price by a quarter or two137No earnings on file this far back — the price series reaches further than the filings do
Electronic Components, equal-weighted, based at 200 S&P 500, same base, same start trailing 12-month earnings per share rising falling

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.

02 · sector relative strength, before individual stocks

Is Electronic Components outperforming S&P 500?

Electronic Components has outperformed S&P 500 by 82.1% over the last 52 weeks. Over 13 weeks the gap is a lead of 4.5%. 25 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 +20.9%.

+4.5%Sector vs S&P 500 · 13 weeks
+82.1%Sector vs S&P 500 · 52 weeks
25/30Stocks leading S&P 500
10/30Stocks 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 82.1% over 52 weeks and 4.5% over 13 weeks. 25 of 30 covered companies beat the S&P 500 on Mansfield relative strength, while 10 of 30 beat the sector itself. Jabil Inc. leads with revenue of $33,590 million, based on 12 of 30 comparable companies through Jun 2026.

Companies
30
complete canonical membership
Combined market value
$650.0B
Amphenol Corporation
Revenue growing
9/12
positive TTM year-on-year growth
Beating S&P 500
25/30
positive Mansfield relative strength
Comparing 5 of 30
03 · 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%
Jabil Inc. has the strongest current balance of earnings trajectory, business quality, valuation and price confirmation, with 81.1% 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.
How this score is built, and what the marks mean

Missing observations are not scored as bad. Their missing weight lowers confidence and pulls the final score toward neutral. PEG is not shown when the ratio cannot mean anything: the company must be making a profit, its price-to-earnings must be positive, and its three-year earnings growth must fall between 5% and 60%. Dividing a price multiple by a loss, or by growth measured off a tiny base, produces a number that looks precise and tells you nothing. Under relative strength, one mark per week shows the last 12 weeks: a mark is filled where the company led S&P 500 by 5% or more over the 13 weeks ending that week, which is the same test used everywhere on this site. Price stage places the company on the same six-step curve the sector itself is placed on — basing, turning, breaking out, leader, fading, asleep — read from how many weeks running it has led S&P 500 and whether that lead is widening or shrinking. It describes where the PRICE stands, not the earnings trajectory and not a recommendation, and it is left blank for a company whose weekly history is too short or too stale to read.

CompanyScorePrice stageGrowth & earnings/35Capital efficiency/25Valuation/20Relative strength/20
1Jabil Inc.JBL 58.5/100Mixed-positive evidence81% evidence ASLEEP 22.1/35 Revenue 17.8% · PAT 49.2% · OPM change 0 pp 83% evidence 14.3/25 ROCE 9% · OPM 5.1% 76% evidence 14.6/20 P/E 45.5× · PEG 0.82 65% evidence 7.5/20 RS sector -10% · RS bench 15% · 1Y 51.6%7 of 12 weeks ahead 100% evidence
Exact sum: 22.1 + 14.3 + 14.6 + 7.5 = 58.5 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
2Amphenol CorporationAPH 57.3/100Thin evidence · provisional56% evidence TURNING 20.3/35 Revenue — · PAT — · OPM change 2.7 pp 39% evidence 17.4/25 ROCE 9.3% · OPM 24% 76% evidence 9.9/20 P/E 44.2× · PEG — 15% evidence 9.7/20 RS sector -14.7% · RS bench 11.7% · 1Y 55.8%5 of 12 weeks ahead 100% evidence
Exact sum: 20.3 + 17.4 + 9.9 + 9.7 = 57.3 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
3CTS CorporationCTS 55.9/100Thin evidence · provisional56% evidence TURNING 19.4/35 Revenue — · PAT — · OPM change 2.9 pp 39% evidence 14.2/25 ROCE 3.9% · OPM 15.8% 76% evidence 10.7/20 P/E 27.4× · PEG — 15% evidence 11.6/20 RS sector -6.8% · RS bench 20% · 1Y 71.7%8 of 12 weeks ahead 100% evidence
Exact sum: 19.4 + 14.2 + 10.7 + 11.6 = 55.9 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
4Methode Electronics, Inc.MEI 55.2/100Mixed-positive evidence64% evidence LEADER 19.0/35 Revenue -2.8% · PAT — · OPM change 12.9 pp 62% evidence 5.2/25 ROCE 1% · OPM 3.7% 76% evidence 11.2/20 P/E 21.4× · PEG — 15% evidence 19.8/20 RS sector 20.9% · RS bench 53.4% · 1Y 133%12 of 12 weeks ahead 100% evidence
Exact sum: 19 + 5.2 + 11.2 + 19.8 = 55.2 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
5Allient Inc.ALNT 55.0/100Thin evidence · provisional60% evidence BREAKING OUT 18.6/35 Revenue 8.7% · PAT 100% · OPM change 0.1 pp 53% evidence 10.1/25 ROCE 1.8% · OPM 6.7% 57% evidence 11.3/20 P/E 41.3× · PEG 1.47 65% evidence 15.0/20 RS sector 4.6% · RS bench 33.1% · 1Y 125.1%11 of 12 weeks ahead 70% evidence
Exact sum: 18.6 + 10.1 + 11.3 + 15 = 55 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
6Knowles CorporationKN 54.9/100Thin evidence · provisional56% evidence LEADER 20.1/35 Revenue — · PAT — · OPM change 7.4 pp 39% evidence 9.1/25 ROCE 2.6% · OPM 10.4% 76% evidence 9.5/20 P/E 53.9× · PEG — 15% evidence 16.2/20 RS sector 3.1% · RS bench 31.5% · 1Y 102.8%12 of 12 weeks ahead 100% evidence
Exact sum: 20.1 + 9.1 + 9.5 + 16.2 = 54.9 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
7Celestica Inc.CLS 54.1/100Thin evidence · provisional56% evidence ASLEEP 21.7/35 Revenue — · PAT — · OPM change 1.8 pp 39% evidence 16.6/25 ROCE 14% · OPM 6.7% 76% evidence 10.5/20 P/E 37.9× · PEG — 15% evidence 5.3/20 RS sector -15.9% · RS bench 8.9% · 1Y 78.7%6 of 12 weeks ahead 100% evidence
Exact sum: 21.7 + 16.6 + 10.5 + 5.3 = 54.1 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
8M-tron Industries, Inc.MPTI 53.2/100Thin evidence · provisional60% evidence FADING 14.7/35 Revenue 9.8% · PAT 12.5% · OPM change 2 pp 53% evidence 13.6/25 ROCE 4.9% · OPM 17.8% 57% evidence 14.2/20 P/E 25.9× · PEG 0.98 65% evidence 10.7/20 RS sector -3.4% · RS bench 23% · 1Y 102.9%11 of 12 weeks ahead 70% evidence
Exact sum: 14.7 + 13.6 + 14.2 + 10.7 = 53.2 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
9Littelfuse, Inc.LFUS 52.6/100Thin evidence · provisional56% evidence ASLEEP 19.2/35 Revenue — · PAT — · OPM change 2.7 pp 39% evidence 12.0/25 ROCE 3.4% · OPM 15.4% 76% evidence 9.4/20 P/E 54.9× · PEG — 15% evidence 12.0/20 RS sector -1% · RS bench 25.8% · 1Y 87.1%7 of 12 weeks ahead 100% evidence
Exact sum: 19.2 + 12 + 9.4 + 12 = 52.6 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
10Plexus Corp.PLXS 51.9/100Thin evidence · provisional56% evidence FADING 16.6/35 Revenue — · PAT — · OPM change 0 pp 39% evidence 11.7/25 ROCE 3.7% · OPM 5.3% 76% evidence 10.3/20 P/E 40.6× · PEG — 15% evidence 13.3/20 RS sector 0.9% · RS bench 27.2% · 1Y 113.5%8 of 12 weeks ahead 100% evidence
Exact sum: 16.6 + 11.7 + 10.3 + 13.3 = 51.9 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
11Vicor CorporationVICR 51.4/100Thin evidence · provisional56% evidence FADING 16.9/35 Revenue — · PAT — · OPM change 15.1 pp 39% evidence 13.7/25 ROCE 4.8% · OPM 14.9% 76% evidence 8.7/20 P/E 121.7× · PEG — 15% evidence 12.1/20 RS sector 8% · RS bench 28.5% · 1Y 383.5%8 of 12 weeks ahead 100% evidence
Exact sum: 16.9 + 13.7 + 8.7 + 12.1 = 51.4 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
12Flex Ltd.FLEX 51.1/100Thin evidence · provisional56% evidence FADING 16.6/35 Revenue — · PAT — · OPM change 0.2 pp 39% evidence 11.4/25 ROCE 3.7% · OPM 5% 76% evidence 9.3/20 P/E 56.6× · PEG — 15% evidence 13.8/20 RS sector 12.2% · RS bench 39.2% · 1Y 151.7%11 of 12 weeks ahead 100% evidence
Exact sum: 16.6 + 11.4 + 9.3 + 13.8 = 51.1 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
13Benchmark Electronics, Inc.BHE 50.8/100Thin evidence · provisional56% evidence FADING 18.4/35 Revenue — · PAT — · OPM change 1.3 pp 39% evidence 9.1/25 ROCE 2.1% · OPM 3.2% 76% evidence 9.2/20 P/E 67.1× · PEG — 15% evidence 14.1/20 RS sector 5.3% · RS bench 31.9% · 1Y 122.3%10 of 12 weeks ahead 100% evidence
Exact sum: 18.4 + 9.1 + 9.2 + 14.1 = 50.8 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
14TE Connectivity plcTEL 50.4/100Thin evidence · provisional56% evidence TURNING 18.0/35 Revenue — · PAT — · OPM change 2 pp 39% evidence 15.6/25 ROCE 4.8% · OPM 20.1% 76% evidence 11.5/20 P/E 19× · PEG — 15% evidence 5.3/20 RS sector -33.3% · RS bench -10.8% · 1Y 7.3%0 of 12 weeks ahead 100% evidence
Exact sum: 18 + 15.6 + 11.5 + 5.3 = 50.4 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
15Daktronics, Inc.DAKT 48.4/100Thin evidence · provisional58% evidence TURNING 22.7/35 Revenue 10.8% · PAT — · OPM change 7.8 pp 62% evidence 10.6/25 ROCE 4.1% · OPM 6.8% 76% evidence 11.1/20 P/E 21.4× · PEG — 15% evidence 4.0/20 RS sector -28% · RS bench -4.7% · 1Y 26.6%0 of 12 weeks ahead 70% evidence
Exact sum: 22.7 + 10.6 + 11.1 + 4 = 48.4 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
16Sanmina CorporationSANM 47.9/100Thin evidence · provisional56% evidence FADING 18.7/35 Revenue — · PAT — · OPM change -0.7 pp 39% evidence 13.3/25 ROCE 5.3% · OPM 3.9% 76% evidence 10.1/20 P/E 42.3× · PEG — 15% evidence 5.8/20 RS sector -11.6% · RS bench 12.6% · 1Y 71.1%9 of 12 weeks ahead 100% evidence
Exact sum: 18.7 + 13.3 + 10.1 + 5.8 = 47.9 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
17TTM Technologies, Inc.TTMI 47.3/100Mixed-negative evidence66% evidence FADING 20.5/35 Revenue 25.4% · PAT 84.9% · OPM change 0.9 pp 53% evidence 10.1/25 ROCE 2.6% · OPM 8.6% 57% evidence 8.8/20 P/E 47.7× · PEG 1.82 65% evidence 7.9/20 RS sector -2.3% · RS bench 18.8% · 1Y 193.3%8 of 12 weeks ahead 100% evidence
Exact sum: 20.5 + 10.1 + 8.8 + 7.9 = 47.3 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
18Bel Fuse Inc.BELFA 46.6/100Thin evidence · provisional56% evidence ASLEEP 15.9/35 Revenue — · PAT — · OPM change -3.1 pp 39% evidence 13.8/25 ROCE 4% · OPM 13.3% 76% evidence 9.1/20 P/E 74.5× · PEG — 15% evidence 7.8/20 RS sector -4.9% · RS bench 19.6% · 1Y 109.2%7 of 12 weeks ahead 100% evidence
Exact sum: 15.9 + 13.8 + 9.1 + 7.8 = 46.6 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
19Universal Display CorporationOLED 44.4/100Thin evidence · provisional56% evidence BASING 14.1/35 Revenue — · PAT — · OPM change -11.8 pp 39% evidence 13.7/25 ROCE 3% · OPM 30.1% 76% evidence 11.3/20 P/E 21× · PEG — 15% evidence 5.3/20 RS sector -50% · RS bench -31.1% · 1Y -37.3%0 of 12 weeks ahead 100% evidence
Exact sum: 14.1 + 13.7 + 11.3 + 5.3 = 44.4 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
20Corning IncorporatedGLW 44.3/100Thin evidence · provisional56% evidence ASLEEP 17.9/35 Revenue — · PAT — · OPM change 2.5 pp 39% evidence 11.1/25 ROCE 2.8% · OPM 15.4% 76% evidence 8.8/20 P/E 116.6× · PEG — 15% evidence 6.5/20 RS sector -5.8% · RS bench 16.8% · 1Y 143.1%7 of 12 weeks ahead 100% evidence
Exact sum: 17.9 + 11.1 + 8.8 + 6.5 = 44.3 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
21Rogers CorporationROG 44.2/100Thin evidence · provisional56% evidence FADING 22.2/35 Revenue — · PAT — · OPM change 5.5 pp 39% evidence 7.0/25 ROCE 1.5% · OPM 5.3% 76% evidence 8.9/20 P/E 93.6× · PEG — 15% evidence 6.1/20 RS sector -12.2% · RS bench 11.8% · 1Y 88.5%8 of 12 weeks ahead 100% evidence
Exact sum: 22.2 + 7 + 8.9 + 6.1 = 44.2 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
22LSI Industries Inc.LYTS 36.5/100Thin evidence · provisional60% evidence FADING 15.1/35 Revenue 11.5% · PAT 17.4% · OPM change -2 pp 53% evidence 8.8/25 ROCE 0.9% · OPM 2.7% 57% evidence 6.8/20 P/E 24.8× · PEG 3.44 65% evidence 5.8/20 RS sector -22.7% · RS bench 1.9% · 1Y 34.8%6 of 12 weeks ahead 70% evidence
Exact sum: 15.1 + 8.8 + 6.8 + 5.8 = 36.5 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
23Kopin CorporationKOPN 36.5/100Thin evidence · provisional51% evidence FADING 15.4/35 Revenue -23.5% · PAT — · OPM change -19.6 pp 40% evidence 5.5/25 ROCE -12.6% · OPM -56.7% 57% evidence 8.5/20 P/E 181.5× · PEG — 15% evidence 7.1/20 RS sector -5.4% · RS bench 20.3% · 1Y 116.1%9 of 12 weeks ahead 100% evidence
Exact sum: 15.4 + 5.5 + 8.5 + 7.1 = 36.5 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
24OSI Systems, Inc.OSIS 35.6/100Mixed-negative evidence66% evidence BASING 12.6/35 Revenue 7% · PAT 7.8% · OPM change -1 pp 53% evidence 12.2/25 ROCE 3% · OPM 11.7% 57% evidence 5.6/20 P/E 30.3× · PEG 4.61 65% evidence 5.2/20 RS sector -37.2% · RS bench -16% · 1Y 4.7%0 of 12 weeks ahead 100% evidence
Exact sum: 12.6 + 12.2 + 5.6 + 5.2 = 35.6 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
25Ouster, Inc.OUST 57.2/100Thin evidence · provisional48% evidence LEADER 22.1/35 Revenue 57.6% · PAT — · OPM change 33.5 pp 40% evidence 5.7/25 ROCE -8% · OPM -39.5% 57% evidence 10.0/20 P/E — · PEG — 0% evidence 19.4/20 RS sector 14.5% · RS bench 48.9% · 1Y 85.4%12 of 12 weeks ahead 100% evidence
Exact sum: 22.1 + 5.7 + 10 + 19.4 = 57.2 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
26Richardson Electronics, Ltd.RELL 50.1/100Thin evidence · provisional50% evidence LEADER 16.4/35 Revenue — · PAT — · OPM change -1.3 pp 39% evidence 6.6/25 ROCE 1.9% · OPM 2.7% 76% evidence 10.4/20 P/E 38.6× · PEG — 15% evidence 16.7/20 RS sector 18.2% · RS bench 50.7% · 1Y 122.9%12 of 12 weeks ahead 70% evidence
Exact sum: 16.4 + 6.6 + 10.4 + 16.7 = 50.1 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
27Ralliant CorporationRAL 48.2/100Thin evidence · provisional50% evidence LEADER 18.1/35 Revenue — · PAT — · OPM change 1 pp 39% evidence 10.0/25 ROCE 2.1% · OPM 12.7% 76% evidence 11.4/20 P/E 20.8× · PEG — 15% evidence 8.7/20 RS sector -8.5% · RS bench 18.8% · 1Y 48.7%12 of 12 weeks ahead 70% evidence
Exact sum: 18.1 + 10 + 11.4 + 8.7 = 48.2 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
28FabrinetFN 45.0/100Thin evidence · provisional46% evidence ASLEEP 18.3/35 Revenue — · PAT — · OPM change 0.6 pp 24% evidence 14.2/25 ROCE 5.6% · OPM 10.1% 57% evidence 9.7/20 P/E 47× · PEG — 15% evidence 2.8/20 RS sector -24.8% · RS bench -3.5% · 1Y 54.4%4 of 12 weeks ahead 100% evidence
Exact sum: 18.3 + 14.2 + 9.7 + 2.8 = 45 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
29LightPath Technologies, Inc.LPTH 44.7/100Thin evidence · provisional42% evidence TURNING 21.5/35 Revenue 87.9% · PAT — · OPM change 15.5 pp 40% evidence 6.1/25 ROCE -4.4% · OPM -22.2% 57% evidence 10.0/20 P/E — · PEG — 0% evidence 7.1/20 RS sector -13.1% · RS bench 9.3% · 1Y 244.1%7 of 12 weeks ahead 70% evidence
Exact sum: 21.5 + 6.1 + 10 + 7.1 = 44.7 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
30Syntec Optics Holdings, Inc.OPTX 41.4/100Thin evidence · provisional45% evidence TURNING 11.2/35 Revenue 0% · PAT — · OPM change -19.4 pp 40% evidence 6.2/25 ROCE -5.6% · OPM -11.9% 57% evidence 8.6/20 P/E 123× · PEG — 15% evidence 15.4/20 RS sector 11.6% · RS bench 30.4% · 1Y 388.9%7 of 12 weeks ahead 70% evidence
Exact sum: 11.2 + 6.2 + 8.6 + 15.4 = 41.4 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
Showing 10 of 30 companies
04 · what price has already done

Market action

Syntec Optics Holdings, Inc. has the strongest one-year price move in Electronic Components at +388.9%. Methode Electronics, Inc. leads on Mansfield relative strength against the S&P 500 at +53.4%. 25 of 30 covered companies are above zero on that measure. Every line covers 314 weekly closes through 2026-08-04.

Price and relative strength

Every company, the sector's own index and S&P 500 all start level on the left edge of the window, so only the distance between the lines counts — the highest line has risen the most since then, and the chart at the top of this page is drawn the same way. It opens on one year; the buttons beside it stretch that to three or five.

05 · 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. TTM Technologies, Inc. is next at $3,104 million. LightPath Technologies, Inc. has the highest Revenue growth at 87.9%, so level and change sit with different companies. 12 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, 10.8× the revenue of TTM Technologies, Inc.. LightPath Technologies, Inc.'s growth is 87.9% from a $62 million base, with 18 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
Gap10.8× versus #2 · TTM Technologies, Inc.
Persistence5/8 recent comparable periods
Coverage12/30 companies · 520 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
2TTM Technologies, Inc. TTMI · older report$3.1B
3OSI Systems, Inc. OSIS · older report$1.8B
4Methode Electronics, Inc. MEI$1.0B
5Daktronics, Inc. DAKT$839M
Revenue growthfastest growers
1LightPath Technologies, Inc. LPTH · older report88%
2Ouster, Inc. OUST · older report58%
3TTM Technologies, Inc. TTMI · older report25%
4Jabil Inc. JBL18%
5LSI Industries Inc. LYTS · older report12%
Revenue · company comparison
12/30 level · 12/30 change

On every company-comparison chart on this page: solid lines show level, dotted lines show change when “Both” is selected, and a missing report breaks the line rather than being invented.

All-company data · latest reported quarter

In every all-company table on this page, each figure is the company’s latest single reported quarter. The rankings above them use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyRevenueRevenue growthReported
Jabil Inc. JBL$8.8B12%Jun 2026
Amphenol Corporation APH$7.6B58%Jun 2026
Flex Ltd. FLEX$7.5B17%Jun 2026
TE Connectivity plc TEL$4.7B15%Jun 2026
Corning Incorporated GLW$4.1B20%Jun 2026
Celestica Inc. CLS$4.0B53%Jun 2026
Sanmina Corporation SANM$4.0B102%Jun 2026
Plexus Corp. PLXS$1.2B14%Sep 2026
Fabrinet FN$1.1B36%Mar 2026
TTM Technologies, Inc. TTMI$846M30%Mar 2026
Benchmark Electronics, Inc. BHE$677M7.1%Jun 2026
Littelfuse, Inc. LFUS$657M19%Jun 2026
Ralliant Corporation RAL$535M6.4%Sep 2026
OSI Systems, Inc. OSIS$453M2.0%Mar 2026
Methode Electronics, Inc. MEI$298M16%Jun 2026
Daktronics, Inc. DAKT$209M21%Jun 2026
Rogers Corporation ROG$201M5.2%Jun 2026
Bel Fuse Inc. BELFA$178M17%Jun 2026
Knowles Corporation KN$153M16%Jun 2026
LSI Industries Inc. LYTS$151M14%Mar 2026
Universal Display Corporation OLED$142M-14%Jun 2026
CTS Corporation CTS$139M10%Jun 2026
Allient Inc. ALNT$139M4.5%Mar 2026
Vicor Corporation VICR$113M20%Jun 2026
Richardson Electronics, Ltd. RELL$55M1.9%Jun 2026
Ouster, Inc. OUST$49M48%Mar 2026
LightPath Technologies, Inc. LPTH$19M111%Mar 2026
M-tron Industries, Inc. MPTI$15M15%Mar 2026
Kopin Corporation KOPN$11M0.0%Mar 2026
Syntec Optics Holdings, Inc. OPTX$7M0.0%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

$3.0B
$3.0B
$3.1B
$3.3B
$3.2B
$3.0B
$3.1B
$3.2B
$3.3B
$3.3B
$3.6B
$4.0B
$4.3B
$4.8B
$5.7B
$6.2B
$6.4B
$7.6B
—
—

Celestica Inc. · CLS

$1.5B
$1.6B
$1.7B
$1.9B
$2.0B
$1.8B
$1.9B
$2.0B
$2.1B
$2.2B
$2.4B
$2.5B
$2.5B
$2.6B
$2.9B
$3.2B
$3.7B
$4.0B
—
—

Corning Incorporated · GLW

$3.7B
$3.7B
$3.6B
$3.5B
$3.4B
$3.2B
$3.2B
$3.2B
$3.0B
$3.0B
$3.3B
$3.4B
$3.5B
$3.5B
$3.9B
$4.1B
$4.2B
$4.1B
—
—

Fabrinet · FN

$567M
$564M
$588M
$655M
$669M
$665M
$656M
$685M
$713M
$732M
$753M
$804M
$834M
$872M
$910M
$978M
$1.1B
—
—
—

Flex Ltd. · FLEX

$6.2B
$6.9B
—
$7.3B
$7.8B
$7.5B
$6.9B
$6.9B
$6.4B
$6.2B
$6.3B
$6.5B
$6.6B
$6.4B
$6.6B
$6.8B
$7.1B
$7.5B
—
—

Jabil Inc. · JBL

$8.6B
$7.6B
$8.3B
$9.0B
$9.6B
$8.1B
$8.5B
$8.5B
$8.4B
$6.8B
$6.8B
$7.0B
$7.0B
$6.7B
$7.8B
$8.3B
$8.3B
$8.3B
$8.8B
—

Littelfuse, Inc. · LFUS

—
$553M
$623M
$618M
$659M
—
$610M
$612M
$534M
$535M
$558M
$567M
$530M
$554M
$613M
$625M
$594M
$657M
—
—

Plexus Corp. · PLXS

$843M
$817M
$889M
$981M
$1.1B
—
$1.1B
$1.0B
$983M
$967M
$961M
$1.1B
$976M
$980M
$1.0B
$1.1B
—
$1.1B
$1.2B
—

Sanmina Corporation · SANM

$1.6B
$1.8B
$1.9B
$2.0B
$2.2B
—
$2.3B
$2.2B
$1.9B
$1.8B
$1.8B
$2.0B
$2.0B
$2.0B
$2.0B
$2.1B
$3.2B
$4.0B
—
—

TE Connectivity plc · TEL

$3.8B
$4.0B
$4.1B
$4.4B
$3.8B
$4.2B
$4.0B
$4.0B
$3.8B
$4.0B
$4.0B
$4.1B
$3.8B
$4.1B
$4.5B
$4.7B
$4.7B
$4.7B
—
—

TTM Technologies, Inc. · TTMI

—
$598M
$581M
$626M
$671M
$617M
$544M
$547M
$573M
$569M
$570M
$605M
$651M
$649M
$731M
$753M
$774M
$846M
—
—

Vicor Corporation · VICR

$90M
$88M
$102M
$103M
$105M
$98M
$107M
$108M
$93M
$84M
$86M
$93M
$359M
$94M
$186M
$110M
$363M
$113M
—
—

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

—
—
18%
17%
7.0%
0.8%
-2.7%
-2.9%
2.8%
9.5%
18%
26%
30%
48%
57%
53%
49%
58%
—
—

Celestica Inc. · CLS

—
—
21%
31%
35%
17%
13%
6.2%
4.8%
20%
23%
22%
19%
20%
21%
28%
44%
53%
—
—

Corning Incorporated · GLW

—
—
3.3%
-3.5%
-7.3%
-14%
-10%
-9.0%
-12%
-6.4%
0.3%
6.9%
17%
16%
19%
21%
20%
20%
—
—

Fabrinet · FN

—
18%
15%
21%
18%
18%
12%
4.6%
6.6%
10%
15%
17%
17%
19%
21%
22%
36%
—
—
—

Flex Ltd. · FLEX

—
—
—
16%
25%
9.1%
—
-5.6%
-17%
-17%
-8.4%
-5.6%
2.1%
3.7%
4.1%
4.0%
7.7%
17%
—
—

Jabil Inc. · JBL

—
—
—
22%
12%
7.7%
1.8%
-6.3%
-13%
-17%
-20%
-18%
-17%
-0.6%
16%
19%
19%
23%
12%
—

Littelfuse, Inc. · LFUS

—
—
19%
14%
—
—
-2.1%
-1.0%
-19%
—
-8.5%
-7.4%
-0.8%
3.6%
9.9%
10%
12%
19%
—
—

Plexus Corp. · PLXS

—
—
—
21%
33%
—
20%
4.2%
-13%
—
-10%
2.8%
-0.7%
1.3%
5.9%
0.7%
—
9.2%
14%
—

Sanmina Corporation · SANM

—
—
—
22%
37%
—
21%
9.1%
-16%
—
-21%
-8.6%
7.0%
8.1%
11%
3.9%
59%
102%
—
—

TE Connectivity plc · TEL

—
—
6.6%
14%
0.6%
3.8%
-2.4%
-7.4%
-0.3%
-4.6%
-0.5%
0.8%
0.1%
4.4%
14%
17%
22%
15%
—
—

TTM Technologies, Inc. · TTMI

—
—
2.5%
12%
—
3.2%
-6.4%
-13%
-15%
-7.8%
4.8%
11%
14%
14%
28%
24%
19%
30%
—
—

Vicor Corporation · VICR

—
—
7.4%
21%
17%
11%
4.9%
4.9%
-11%
-14%
-20%
-14%
286%
12%
116%
18%
1.1%
20%
—
—
06 · 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 Jun 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 · 519 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. MPTI · older report18%
5CTS Corporation CTS16%
Margin changefastest expanders
1Ouster, Inc. OUST · older report+33.5 pp
2LightPath Technologies, Inc. LPTH · older report+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
All-company data · latest reported quarter
CompanyOPMMargin changeReported
Universal Display Corporation OLED30%−11.8 ppJun 2026
Amphenol Corporation APH24%+2.7 ppJun 2026
TE Connectivity plc TEL20%+2.0 ppJun 2026
M-tron Industries, Inc. MPTI18%+2.0 ppMar 2026
CTS Corporation CTS16%+2.9 ppJun 2026
Corning Incorporated GLW15%+2.5 ppJun 2026
Littelfuse, Inc. LFUS15%+2.7 ppJun 2026
Vicor Corporation VICR15%+15.1 ppJun 2026
Bel Fuse Inc. BELFA13%−3.1 ppJun 2026
Ralliant Corporation RAL13%+1.0 ppSep 2026
OSI Systems, Inc. OSIS12%−1.0 ppMar 2026
Knowles Corporation KN10%+7.4 ppJun 2026
Fabrinet FN10%+0.6 ppMar 2026
TTM Technologies, Inc. TTMI8.6%+0.9 ppMar 2026
Daktronics, Inc. DAKT6.8%+7.8 ppJun 2026
Celestica Inc. CLS6.7%+1.8 ppJun 2026
Allient Inc. ALNT6.7%+0.1 ppMar 2026
Plexus Corp. PLXS5.3%0.0 ppSep 2026
Rogers Corporation ROG5.3%+5.5 ppJun 2026
Jabil Inc. JBL5.1%0.0 ppJun 2026
Flex Ltd. FLEX5.0%+0.2 ppJun 2026
Sanmina Corporation SANM3.9%−0.7 ppJun 2026
Methode Electronics, Inc. MEI3.7%+12.9 ppJun 2026
Benchmark Electronics, Inc. BHE3.2%+1.3 ppJun 2026
LSI Industries Inc. LYTS2.7%−2.0 ppMar 2026
Richardson Electronics, Ltd. RELL2.7%−1.3 ppJun 2026
Syntec Optics Holdings, Inc. OPTX-12%−19.4 ppMar 2026
LightPath Technologies, Inc. LPTH-22%+15.5 ppMar 2026
Ouster, Inc. OUST-40%+33.5 ppMar 2026
Kopin Corporation KOPN-57%−19.6 ppMar 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

20%
20%
21%
21%
21%
20%
20%
21%
21%
21%
19%
20%
22%
21%
25%
28%
27%
24%
—
—

Celestica Inc. · CLS

3.3%
2.6%
3.7%
4.1%
4.0%
3.0%
4.3%
4.4%
5.1%
5.7%
5.6%
5.5%
8.0%
4.9%
9.4%
10%
8.6%
6.7%
—
—

Corning Incorporated · GLW

13%
16%
14%
8.4%
2.5%
9.3%
8.6%
7.4%
2.6%
8.5%
5.7%
8.9%
11%
13%
15%
14%
16%
15%
—
—

Fabrinet · FN

9.1%
9.5%
9.6%
9.5%
9.9%
9.3%
9.4%
9.3%
9.7%
9.7%
9.7%
9.6%
9.5%
9.0%
9.8%
9.6%
10%
—
—
—

Flex Ltd. · FLEX

3.8%
3.3%
—
3.7%
4.1%
3.6%
3.1%
4.1%
3.1%
2.6%
3.7%
4.5%
5.1%
4.8%
4.7%
4.4%
5.5%
5.0%
—
—

Jabil Inc. · JBL

4.1%
4.1%
3.9%
4.5%
3.8%
4.4%
4.4%
5.2%
3.6%
17%
3.9%
4.6%
2.8%
3.6%
5.1%
4.1%
3.4%
4.5%
5.1%
—

Littelfuse, Inc. · LFUS

—
17%
24%
22%
19%
—
18%
15%
12%
10%
12%
16%
-9.3%
13%
15%
16%
-38%
15%
—
—

Plexus Corp. · PLXS

5.0%
3.7%
4.0%
5.1%
5.5%
—
5.3%
2.8%
4.6%
3.0%
4.1%
5.1%
4.8%
5.0%
5.3%
5.0%
—
5.1%
5.3%
—

Sanmina Corporation · SANM

4.1%
4.5%
4.0%
4.5%
4.6%
—
5.2%
4.9%
4.7%
4.1%
4.5%
4.4%
4.4%
4.6%
4.7%
3.7%
2.3%
3.9%
—
—

TE Connectivity plc · TEL

18%
18%
18%
15%
13%
13%
16%
16%
18%
17%
19%
16%
18%
18%
19%
19%
21%
20%
—
—

TTM Technologies, Inc. · TTMI

—
6.2%
4.5%
5.9%
7.4%
7.4%
-0.6%
3.9%
-1.8%
6.1%
3.0%
6.4%
6.4%
7.7%
8.5%
9.6%
10%
8.6%
—
—

Vicor Corporation · VICR

9.9%
5.4%
11%
2.9%
7.7%
11%
17%
15%
7.9%
-19%
0.2%
5.8%
2.6%
-0.2%
24%
19%
4.3%
15%
—
—

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

—
—
+2.8 pp
+0.4 pp
+1.0 pp
−0.1 pp
−0.4 pp
−0.1 pp
+0.1 pp
+1.1 pp
−0.9 pp
−0.3 pp
+1.4 pp
+0.3 pp
+5.7 pp
+7.2 pp
+4.7 pp
+2.7 pp
—
—

Celestica Inc. · CLS

—
—
+0.7 pp
+0.6 pp
+0.7 pp
+0.4 pp
+0.6 pp
+0.3 pp
+1.1 pp
+2.7 pp
+1.3 pp
+1.1 pp
+2.9 pp
−0.8 pp
+3.8 pp
+4.7 pp
+0.6 pp
+1.8 pp
—
—

Corning Incorporated · GLW

—
—
−2.8 pp
−6.9 pp
−10.6 pp
−6.2 pp
−5.0 pp
−1.0 pp
+0.1 pp
−0.8 pp
−2.9 pp
+1.5 pp
+8.6 pp
+4.4 pp
+9.1 pp
+5.5 pp
+4.7 pp
+2.5 pp
—
—

Fabrinet · FN

—
+1.6 pp
+1.0 pp
+1.6 pp
+0.8 pp
−0.2 pp
−0.2 pp
−0.2 pp
−0.2 pp
+0.4 pp
+0.3 pp
+0.3 pp
−0.2 pp
−0.7 pp
+0.1 pp
0.0 pp
+0.6 pp
—
—
—

Flex Ltd. · FLEX

—
—
—
−0.3 pp
+0.3 pp
+0.3 pp
—
+0.4 pp
−1.0 pp
−1.0 pp
+0.6 pp
+0.4 pp
+2.0 pp
+2.2 pp
+1.0 pp
−0.1 pp
+0.4 pp
+0.2 pp
—
—

Jabil Inc. · JBL

—
—
—
+0.9 pp
−0.3 pp
+0.3 pp
+0.5 pp
+0.7 pp
−0.2 pp
+12.3 pp
−0.5 pp
−0.6 pp
−0.8 pp
−13.1 pp
+1.2 pp
−0.5 pp
+0.6 pp
+0.9 pp
0.0 pp
—

Littelfuse, Inc. · LFUS

—
—
+5.8 pp
−0.6 pp
—
—
−6.1 pp
−6.7 pp
−6.4 pp
—
−6.4 pp
+0.5 pp
−21.4 pp
+2.4 pp
+3.4 pp
+0.1 pp
−28.2 pp
+2.7 pp
—
—

Plexus Corp. · PLXS

—
—
—
+0.6 pp
+0.5 pp
—
+1.3 pp
−2.3 pp
−0.9 pp
—
−1.2 pp
+2.3 pp
+0.2 pp
+2.0 pp
+1.2 pp
−0.1 pp
—
+0.1 pp
0.0 pp
—

Sanmina Corporation · SANM

—
—
—
0.0 pp
+0.5 pp
—
+1.2 pp
+0.4 pp
+0.1 pp
—
−0.7 pp
−0.5 pp
−0.3 pp
+0.5 pp
+0.2 pp
−0.7 pp
−2.1 pp
−0.7 pp
—
—

TE Connectivity plc · TEL

—
—
−1.1 pp
−2.2 pp
−4.5 pp
−4.7 pp
−1.7 pp
+0.6 pp
+5.1 pp
+4.5 pp
+3.2 pp
+0.3 pp
−0.2 pp
+0.7 pp
−0.1 pp
+3.3 pp
+2.6 pp
+2.0 pp
—
—

TTM Technologies, Inc. · TTMI

—
—
−2.7 pp
+0.1 pp
—
+1.2 pp
−5.1 pp
−2.0 pp
−9.2 pp
−1.3 pp
+3.6 pp
+2.5 pp
+8.2 pp
+1.6 pp
+5.5 pp
+3.2 pp
+4.0 pp
+0.9 pp
—
—

Vicor Corporation · VICR

—
—
−9.9 pp
−11.2 pp
−2.2 pp
+5.3 pp
+5.6 pp
+11.7 pp
+0.2 pp
−29.9 pp
−16.5 pp
−8.8 pp
−5.3 pp
+19.0 pp
+24.2 pp
+13.1 pp
+1.7 pp
+15.1 pp
—
—
07 · compare level, then change

Profit Scale & Acceleration

Jabil Inc. has the highest Net profit among the 30 Electronic Components companies compared here, at $861 million. TTM Technologies, Inc. is next at $196 million. Allient Inc. has the highest Profit growth at the 100% top of the scoring scale, so level and change sit with different companies.

What the numbers say: Jabil Inc. leads with $861 million of TTM profit, 339.3% above TTM Technologies, Inc.. 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.

LeaderJabil Inc. · $861 million
Gap339.3% versus #2 · TTM Technologies, Inc.
Persistence5/8 recent comparable periods
Coverage12/30 companies · 525 observations

Investor read: Jabil 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 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
1Jabil Inc. JBL$861M
2TTM Technologies, Inc. TTMI · older report$196M
3OSI Systems, Inc. OSIS · older report$153M
4Daktronics, Inc. DAKT$44M
5LSI Industries Inc. LYTS · older report$27M
Profit growthfastest growers
1Allient Inc. ALNT · older report100%
2TTM Technologies, Inc. TTMI · older report85%
3Jabil Inc. JBL49%
4LSI Industries Inc. LYTS · older report17%
5M-tron Industries, Inc. MPTI · older report13%
Net profit · company comparison
12/30 level · 6/30 change
All-company data · latest reported quarter
CompanyNet profitProfit growthReported
Amphenol Corporation APH$943M27%Jun 2026
TE Connectivity plc TEL$855M6,477%Jun 2026
Corning Incorporated GLW$408M121%Jun 2026
Jabil Inc. JBL$275M24%Jun 2026
Flex Ltd. FLEX$250M13%Jun 2026
Celestica Inc. CLS$212M147%Jun 2026
Fabrinet FN$113M30%Mar 2026
Sanmina Corporation SANM$98M38%Jun 2026
Littelfuse, Inc. LFUS$75M70%Jun 2026
TTM Technologies, Inc. TTMI$50M56%Mar 2026
Plexus Corp. PLXS$50M11%Sep 2026
Ralliant Corporation RAL$44M-8.3%Sep 2026
OSI Systems, Inc. OSIS$40M-2.4%Mar 2026
Universal Display Corporation OLED$36M-44%Jun 2026
Vicor Corporation VICR$21M600%Jun 2026
CTS Corporation CTS$17M31%Jun 2026
Bel Fuse Inc. BELFA$15M-17%Jun 2026
Benchmark Electronics, Inc. BHE$13M225%Jun 2026
Knowles Corporation KN$11M160%Jun 2026
Daktronics, Inc. DAKT$8M-19%Jun 2026
Rogers Corporation ROG$5M-18%Jun 2026
Allient Inc. ALNT$5M25%Mar 2026
LSI Industries Inc. LYTS$2M-50%Mar 2026
M-tron Industries, Inc. MPTI$2M0.0%Mar 2026
Richardson Electronics, Ltd. RELL$1M100%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

$458M
$429M
$476M
$501M
$511M
$443M
$465M
$518M
$519M
$552M
$529M
$609M
$752M
$744M
$1.1B
$1.3B
$1.2B
$943M
—
—

Celestica Inc. · CLS

$32M
$22M
$36M
$46M
$42M
$21M
$57M
$75M
$92M
$92M
$95M
$90M
$135M
$86M
$211M
$268M
$268M
$212M
—
—

Corning Incorporated · GLW

$496M
$603M
$584M
$226M
$-27M
$191M
$303M
$182M
$-28M
$225M
$122M
$-95M
$340M
$185M
$500M
$470M
$587M
$408M
—
—

Fabrinet · FN

$49M
$51M
$56M
$65M
$63M
$59M
$61M
$65M
$69M
$81M
$81M
$77M
$87M
$81M
$87M
$96M
$113M
—
—
—

Flex Ltd. · FLEX

$336M
$172M
—
$195M
$237M
$363M
$147M
$201M
$129M
$395M
$139M
$214M
$263M
$222M
$192M
$199M
$239M
$250M
—
—

Jabil Inc. · JBL

$241M
$222M
$218M
$315M
$223M
$207M
$233M
$155M
$194M
$927M
$129M
$138M
$100M
$117M
$222M
$218M
$146M
$222M
$275M
—

Littelfuse, Inc. · LFUS

—
$52M
$118M
$87M
$75M
—
$89M
$70M
$43M
$48M
$45M
$58M
$-52M
$44M
$57M
$70M
$-242M
$75M
—
—

Plexus Corp. · PLXS

$33M
$23M
$27M
$37M
$50M
—
$41M
$16M
$29M
$16M
$25M
$41M
$37M
$39M
$45M
$51M
—
$41M
$50M
—

Sanmina Corporation · SANM

$57M
$56M
$49M
$77M
$58M
—
$85M
$82M
$60M
$55M
$55M
$67M
$71M
$71M
$73M
$52M
$52M
$98M
—
—

TE Connectivity plc · TEL

$567M
$560M
$592M
$708M
$398M
$425M
$528M
$553M
$1.8B
$541M
$573M
$276M
$528M
$13M
$638M
$664M
$751M
$855M
—
—

TTM Technologies, Inc. · TTMI

—
$13M
$17M
$28M
$44M
$-46M
$-6M
$7M
$-37M
$17M
$10M
$26M
$38M
$32M
$42M
$53M
$51M
$50M
—
—

Vicor Corporation · VICR

$9M
$5M
$11M
$2M
$8M
$11M
$17M
$17M
$9M
$-14M
$-1M
$12M
$10M
$3M
$41M
$28M
$47M
$21M
—
—

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

—
—
29%
19%
12%
3.3%
-2.3%
3.4%
1.6%
25%
14%
18%
45%
35%
108%
106%
60%
27%
—
—

Celestica Inc. · CLS

—
—
38%
31%
31%
-4.6%
58%
63%
119%
338%
67%
20%
47%
-6.5%
122%
198%
99%
147%
—
—

Corning Incorporated · GLW

—
—
29%
-41%
-105%
-68%
-48%
-19%
—
18%
-60%
-152%
—
-18%
310%
—
73%
121%
—
—

Fabrinet · FN

—
38%
33%
44%
29%
16%
8.9%
0.0%
9.5%
37%
33%
18%
26%
0.0%
7.4%
25%
30%
—
—
—

Flex Ltd. · FLEX

—
—
—
-5.3%
-29%
111%
—
3.1%
-46%
8.8%
-5.4%
6.5%
104%
-44%
38%
-7.0%
-9.1%
13%
—
—

Jabil Inc. · JBL

—
—
—
80%
-7.5%
-6.8%
6.9%
-51%
-13%
348%
-45%
-11%
-48%
-87%
72%
58%
46%
90%
24%
—

Littelfuse, Inc. · LFUS

—
—
44%
-5.4%
—
—
-25%
-20%
-43%
—
-49%
-17%
-221%
-8.3%
27%
21%
—
70%
—
—

Plexus Corp. · PLXS

—
—
—
32%
52%
—
52%
-57%
-42%
—
-39%
156%
28%
144%
80%
24%
—
5.1%
11%
—

Sanmina Corporation · SANM

—
—
—
-34%
1.8%
—
73%
6.5%
3.5%
—
-35%
-18%
18%
29%
33%
-22%
-27%
38%
—
—

TE Connectivity plc · TEL

—
—
1.9%
-11%
-30%
-24%
-11%
-22%
353%
27%
8.5%
-50%
-71%
-98%
11%
141%
42%
6,477%
—
—

TTM Technologies, Inc. · TTMI

—
—
-39%
33%
—
-454%
-135%
-75%
-184%
—
—
271%
—
88%
320%
104%
34%
56%
—
—

Vicor Corporation · VICR

—
—
-42%
-85%
-11%
120%
55%
750%
13%
-227%
-106%
-29%
11%
—
—
133%
370%
600%
—
—
08 · compare level, then change

Return On Capital Employed

Celestica Inc. has the highest ROCE among the 30 Electronic Components companies compared here, at 14%. Amphenol Corporation is next at 9.3%. 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 Jun 2026.

What the numbers say: Celestica Inc. leads ROCE at 14%, 4.7 percentage points above Amphenol Corporation. 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. · 14%
Gap50.5% versus #2 · Amphenol Corporation
Persistence7/8 recent comparable periods
Coverage30/30 companies · 540 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. CLS14%
2Amphenol Corporation APH9.3%
3Jabil Inc. JBL9.0%
4Fabrinet FN · older report5.6%
5Sanmina Corporation SANM5.3%
ROCE changefastest improvers
1Kopin Corporation KOPN · older report+11.2 pp
2Rogers Corporation ROG+6.5 pp
3Celestica Inc. CLS+4.6 pp
4Daktronics, Inc. DAKT+4.6 pp
5Ouster, Inc. OUST · older report+3.4 pp
Return on capital · company comparison
30/30 level · 30/30 change
All-company data · latest reported quarter
CompanyROCEROCE changeReported
Celestica Inc. CLS14%+4.6 ppJun 2026
Amphenol Corporation APH9.3%+1.2 ppJun 2026
Jabil Inc. JBL9.0%+1.4 ppJun 2026
Fabrinet FN5.6%+1.3 ppMar 2026
Sanmina Corporation SANM5.3%+2.0 ppJun 2026
M-tron Industries, Inc. MPTI4.9%−2.4 ppMar 2026
TE Connectivity plc TEL4.8%+0.2 ppJun 2026
Vicor Corporation VICR4.8%−3.0 ppJun 2026
Daktronics, Inc. DAKT4.1%+4.6 ppJun 2026
Bel Fuse Inc. BELFA4.0%+0.7 ppJun 2026
CTS Corporation CTS3.9%+0.4 ppJun 2026
Flex Ltd. FLEX3.7%+0.2 ppJun 2026
Plexus Corp. PLXS3.7%+0.3 ppSep 2026
Littelfuse, Inc. LFUS3.4%+0.8 ppJun 2026
Universal Display Corporation OLED3.0%−1.0 ppJun 2026
OSI Systems, Inc. OSIS3.0%−1.4 ppMar 2026
Corning Incorporated GLW2.8%+0.3 ppJun 2026
TTM Technologies, Inc. TTMI2.6%+0.7 ppMar 2026
Knowles Corporation KN2.6%+1.4 ppJun 2026
Ralliant Corporation RAL2.1%+0.9 ppSep 2026
Benchmark Electronics, Inc. BHE2.1%+0.7 ppJun 2026
Richardson Electronics, Ltd. RELL1.9%+1.4 ppJun 2026
Allient Inc. ALNT1.8%+0.1 ppMar 2026
Rogers Corporation ROG1.5%+6.5 ppJun 2026
Methode Electronics, Inc. MEI1.0%+3.1 ppJun 2026
LSI Industries Inc. LYTS0.9%−1.5 ppMar 2026
LightPath Technologies, Inc. LPTH-4.4%+1.8 ppMar 2026
Syntec Optics Holdings, Inc. OPTX-5.6%−9.1 ppMar 2026
Ouster, Inc. OUST-8.0%+3.4 ppMar 2026
Kopin Corporation KOPN-13%+11.2 ppMar 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

5.3%
5.1%
5.4%
5.6%
5.4%
4.7%
5.0%
5.2%
5.3%
5.2%
5.1%
5.7%
6.2%
6.5%
8.1%
9.2%
7.4%
7.1%
9.3%
—

Celestica Inc. · CLS

2.2%
1.8%
2.8%
3.4%
3.3%
2.2%
3.3%
3.5%
4.2%
4.8%
4.9%
5.0%
7.2%
4.7%
9.4%
11%
10%
9.1%
14%
—

Corning Incorporated · GLW

1.8%
2.2%
2.0%
1.2%
0.3%
1.2%
1.2%
1.0%
0.3%
1.1%
0.8%
1.3%
1.7%
1.9%
2.5%
2.5%
2.8%
2.7%
2.8%
—

Fabrinet · FN

4.4%
4.4%
4.6%
4.9%
5.0%
4.5%
4.4%
4.4%
4.5%
4.5%
4.5%
4.5%
4.5%
4.3%
4.7%
4.7%
5.6%
5.6%
—
—

Flex Ltd. · FLEX

3.0%
2.7%
—
3.3%
3.6%
2.8%
2.3%
2.9%
2.0%
1.6%
2.4%
2.9%
3.3%
3.3%
3.5%
3.2%
4.1%
4.0%
3.7%
—

Jabil Inc. · JBL

6.2%
5.5%
5.3%
6.8%
6.2%
6.0%
5.8%
6.9%
4.8%
18%
4.1%
5.2%
3.4%
4.3%
7.6%
6.5%
5.6%
6.9%
9.0%
—

Littelfuse, Inc. · LFUS

—
3.6%
5.7%
4.7%
4.1%
—
3.5%
2.8%
1.9%
1.6%
1.9%
2.5%
-1.4%
2.0%
2.6%
2.6%
-6.5%
3.0%
3.4%
—

Plexus Corp. · PLXS

3.2%
2.3%
2.7%
3.7%
4.6%
—
4.1%
2.0%
3.0%
2.0%
2.7%
3.6%
3.1%
3.2%
3.5%
3.4%
—
3.5%
3.9%
3.7%

Sanmina Corporation · SANM

2.9%
3.3%
3.2%
3.9%
4.3%
—
4.7%
4.2%
3.2%
2.7%
2.9%
3.1%
3.1%
3.2%
3.3%
2.7%
1.8%
3.9%
5.3%
—

TE Connectivity plc · TEL

4.0%
4.4%
4.4%
4.0%
2.9%
3.2%
3.7%
3.8%
3.9%
4.0%
4.3%
3.7%
3.7%
4.2%
4.6%
4.8%
5.0%
4.9%
4.8%
—

TTM Technologies, Inc. · TTMI

—
1.5%
1.1%
1.5%
2.0%
1.8%
-0.1%
0.8%
-0.4%
1.3%
0.7%
1.5%
1.6%
1.9%
2.3%
2.6%
2.9%
2.6%
—
—

Vicor Corporation · VICR

2.3%
1.2%
2.7%
0.7%
1.8%
2.2%
3.7%
3.1%
1.4%
-3.1%
0.0%
1.0%
1.6%
0.0%
7.8%
3.5%
2.4%
2.5%
4.8%
—

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

—
—
—
—
+0.1 pp
−0.4 pp
−0.4 pp
−0.4 pp
−0.1 pp
+0.5 pp
+0.1 pp
+0.5 pp
+0.9 pp
+1.3 pp
+3.0 pp
+3.5 pp
+1.2 pp
+0.6 pp
+1.2 pp
—

Celestica Inc. · CLS

—
—
—
—
+1.1 pp
+0.4 pp
+0.5 pp
+0.1 pp
+0.9 pp
+2.6 pp
+1.6 pp
+1.5 pp
+3.0 pp
−0.1 pp
+4.5 pp
+5.8 pp
+2.9 pp
+4.4 pp
+4.6 pp
—

Corning Incorporated · GLW

—
—
—
—
−1.5 pp
−1.0 pp
−0.8 pp
−0.2 pp
0.0 pp
−0.1 pp
−0.4 pp
+0.3 pp
+1.4 pp
+0.8 pp
+1.7 pp
+1.2 pp
+1.1 pp
+0.8 pp
+0.3 pp
—

Fabrinet · FN

—
—
—
—
+0.6 pp
+0.1 pp
−0.2 pp
−0.5 pp
−0.5 pp
0.0 pp
+0.1 pp
+0.1 pp
0.0 pp
−0.2 pp
+0.2 pp
+0.2 pp
+1.1 pp
+1.3 pp
—
—

Flex Ltd. · FLEX

—
—
—
—
+0.6 pp
+0.1 pp
—
−0.4 pp
−1.6 pp
−1.2 pp
+0.1 pp
0.0 pp
+1.3 pp
+1.7 pp
+1.1 pp
+0.3 pp
+0.8 pp
+0.7 pp
+0.2 pp
—

Jabil Inc. · JBL

—
—
—
—
0.0 pp
+0.5 pp
+0.5 pp
+0.1 pp
−1.4 pp
+11.8 pp
−1.7 pp
−1.7 pp
−1.4 pp
−13.5 pp
+3.5 pp
+1.3 pp
+2.2 pp
+2.6 pp
+1.4 pp
—

Littelfuse, Inc. · LFUS

—
—
—
—
—
—
−2.2 pp
−1.9 pp
−2.2 pp
—
−1.6 pp
−0.3 pp
−3.3 pp
+0.4 pp
+0.7 pp
+0.1 pp
−5.1 pp
+1.0 pp
+0.8 pp
—

Plexus Corp. · PLXS

—
—
—
—
+1.4 pp
—
+1.4 pp
−1.7 pp
−1.6 pp
—
−1.4 pp
+1.6 pp
+0.1 pp
+1.2 pp
+0.8 pp
−0.2 pp
—
+0.3 pp
+0.4 pp
+0.3 pp

Sanmina Corporation · SANM

—
—
—
—
+1.4 pp
—
+1.5 pp
+0.3 pp
−1.1 pp
—
−1.8 pp
−1.1 pp
−0.1 pp
+0.5 pp
+0.4 pp
−0.4 pp
−1.3 pp
+0.7 pp
+2.0 pp
—

TE Connectivity plc · TEL

—
—
—
—
−1.1 pp
−1.2 pp
−0.7 pp
−0.2 pp
+1.0 pp
+0.8 pp
+0.6 pp
−0.1 pp
−0.2 pp
+0.2 pp
+0.3 pp
+1.1 pp
+1.3 pp
+0.7 pp
+0.2 pp
—

TTM Technologies, Inc. · TTMI

—
—
—
—
—
+0.3 pp
−1.2 pp
−0.7 pp
−2.4 pp
−0.5 pp
+0.8 pp
+0.7 pp
+2.0 pp
+0.6 pp
+1.6 pp
+1.1 pp
+1.3 pp
+0.7 pp
—
—

Vicor Corporation · VICR

—
—
—
—
−0.5 pp
+1.0 pp
+1.0 pp
+2.4 pp
−0.4 pp
−5.3 pp
−3.7 pp
−2.1 pp
+0.2 pp
+3.1 pp
+7.8 pp
+2.5 pp
+0.8 pp
+2.5 pp
−3.0 pp
—
09 · compare level, then change

Valuation Against Growth & Quality

Jabil Inc. has the lowest PEG among the 30 Electronic Components companies compared here, at 0.82×. M-tron Industries, Inc. is next at 0.98×. TE Connectivity plc has the lowest P/E at 19×, so level and change sit with different companies. 6 of 30 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: Jabil Inc. has the lowest comparable PEG at 0.82×, 16.3% below M-tron Industries, Inc.. Only 6 of 30 companies have earnings and growth steady enough for the ratio to mean anything, so no broad “cheapest stock” conclusion is defensible unless the current multiple, own-history position and growth durability agree.

LeaderJabil Inc. · 0.82×
Gap16.3% versus #2 · M-tron Industries, Inc.
Persistence0/8 recent comparable periods
Coverage6/30 companies · 91 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 feeds agreed. Where any of that fails the ratio is left out rather than printed: a P/E divided by a loss, or by growth measured off a tiny base, is a number that looks precise and means nothing.
PEGlowest PEG
1Jabil Inc. JBL0.8
2M-tron Industries, Inc. MPTI · older report1.0
3Allient Inc. ALNT · older report1.5
4TTM Technologies, Inc. TTMI · older report1.8
5LSI Industries Inc. LYTS · older report3.4
P/Elowest P/E
1TE Connectivity plc TEL19.0
2Ralliant Corporation RAL20.8
3Universal Display Corporation OLED21.0
4Daktronics, Inc. DAKT21.4
5Methode Electronics, Inc. MEI21.4
Valuation · company comparison
6/30 level · 28/30 change
All-company data · latest reported quarter
CompanyPEGP/EReported
OSI Systems, Inc. OSIS4.630.3Mar 2026
LSI Industries Inc. LYTS3.424.8Mar 2026
TE Connectivity plc TEL3.119.0Jun 2026
Sanmina Corporation SANM2.942.3Jun 2026
Flex Ltd. FLEX2.856.6Jun 2026
Fabrinet FN2.747.0Mar 2026
Universal Display Corporation OLED2.621.0Jun 2026
Bel Fuse Inc. BELFA1.674.5Jun 2026
Allient Inc. ALNT1.541.3Mar 2026
M-tron Industries, Inc. MPTI1.025.9Mar 2026
Knowles Corporation KN0.953.9Jun 2026
Benchmark Electronics, Inc. BHE0.967.1Jun 2026
CTS Corporation CTS0.927.4Jun 2026
Jabil Inc. JBL0.845.5Jun 2026
Amphenol Corporation APH0.844.2Jun 2026
Celestica Inc. CLS0.637.9Jun 2026
Rogers Corporation ROG0.693.6Jun 2026
Richardson Electronics, Ltd. RELL0.638.6Jun 2026
Plexus Corp. PLXS0.440.6Sep 2026
Corning Incorporated GLW—116.6Jun 2026
TTM Technologies, Inc. TTMI—47.7Mar 2026
Littelfuse, Inc. LFUS—54.9Jun 2026
Vicor Corporation VICR—121.7Jun 2026
Ralliant Corporation RAL—20.9Sep 2026
Daktronics, Inc. DAKT—21.4Jun 2026
Kopin Corporation KOPN—181.5Mar 2026
Methode Electronics, Inc. MEI—21.4Jun 2026
Syntec Optics Holdings, Inc. OPTX—123.0Mar 2026
Full 20-quarter history · every available company

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

—
—
—
—
—
1.8
3.6
—
—
6.1
4.8
2.9
1.5
1.2
0.8
—
—
—
—
—

Bel Fuse Inc. · BELFA

—
—
—
—
—
—
—
0.1
0.3
0.7
—
—
—
—
—
1.2
0.7
1.6
—
—

Celestica Inc. · CLS

—
—
—
—
—
0.4
0.3
0.3
—
—
—
—
—
0.6
0.6
—
—
—
—
—

Fabrinet · FN

—
—
—
—
0.6
0.6
0.8
1.8
3.0
1.8
1.5
1.1
0.8
1.1
2.4
2.5
2.7
—
—
—

Flex Ltd. · FLEX

—
—
—
—
—
—
—
—
—
—
0.8
0.7
0.3
—
—
—
—
2.8
—
—

Jabil Inc. · JBL

—
—
—
—
—
—
0.6
—
—
—
0.2
—
—
—
—
—
—
—
0.8
—

Knowles Corporation · KN

—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
4.2
0.9
—
—
—

OSI Systems, Inc. · OSIS

—
—
—
—
—
—
—
—
1.9
0.4
0.5
0.5
1.2
1.8
1.4
1.9
2.1
4.6
—
—

Plexus Corp. · PLXS

—
—
—
—
—
—
—
—
—
—
—
—
—
0.6
—
0.4
—
—
—
—

Sanmina Corporation · SANM

—
—
—
—
—
—
—
—
—
—
—
—
—
—
1.5
1.8
—
2.9
—
—

TE Connectivity plc · TEL

—
—
—
—
—
—
—
—
0.3
—
—
—
—
—
—
—
3.1
—
—
—

Universal Display Corporation · OLED

—
—
—
—
—
4.1
2.6
4.7
—
3.6
6.3
2.7
3.3
—
3.1
—
2.6
—
—
—

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

34.8
28.0
22.5
22.5
24.9
26.5
27.7
27.2
32.0
35.4
40.3
37.5
36.2
31.8
39.3
41.3
40.5
36.3
44.2
—

Celestica Inc. · CLS

13.6
13.0
9.7
7.7
7.7
10.9
10.7
15.1
14.4
17.0
19.3
16.5
25.6
22.0
33.9
40.0
41.3
34.1
37.9
—

Corning Incorporated · GLW

29.1
29.5
13.5
13.6
20.7
33.3
48.0
44.8
44.8
46.4
77.7
265.6
81.9
88.0
56.0
51.9
47.9
65.1
116.6
—

Fabrinet · FN

25.2
20.7
15.1
15.9
20.0
17.9
19.0
24.4
27.2
24.8
29.9
28.2
24.4
21.5
31.8
36.6
45.4
47.0
—
—

Flex Ltd. · FLEX

8.7
9.1
—
7.1
11.9
13.4
15.7
15.4
12.6
12.6
27.4
20.4
15.5
15.7
21.9
25.7
27.1
28.1
56.6
—

Jabil Inc. · JBL

11.9
10.7
10.6
8.7
10.5
12.0
12.6
19.0
19.7
12.4
10.8
9.8
13.0
37.1
32.6
34.6
32.8
35.6
45.5
—

Littelfuse, Inc. · LFUS

—
27.7
18.1
17.8
15.0
—
19.5
22.3
25.9
27.8
32.9
34.0
59.3
52.9
52.7
54.9
—
—
—
—

Plexus Corp. · PLXS

19.1
22.0
21.3
18.3
18.0
—
16.1
18.6
24.1
26.2
26.0
34.0
36.6
24.9
23.1
22.9
—
23.7
30.3
40.6

Sanmina Corporation · SANM

10.5
10.0
9.7
11.0
12.1
—
12.0
11.8
11.1
14.7
17.2
17.6
18.7
17.7
21.0
25.6
36.8
27.7
42.3
—

TE Connectivity plc · TEL

21.1
17.1
15.1
14.8
16.4
19.7
21.3
20.2
13.1
13.0
13.2
14.2
22.6
30.4
33.9
34.7
33.1
20.3
19.0
—

TTM Technologies, Inc. · TTMI

—
30.3
20.9
17.1
14.5
16.6
19.2
28.3
—
—
—
119.1
45.7
27.4
45.4
45.8
42.4
47.7
—
—

Vicor Corporation · VICR

100.8
68.5
65.2
100.2
94.3
66.1
63.5
49.9
37.8
62.7
—
—
345.1
90.0
46.8
31.3
42.0
53.9
121.7
—
10 · 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. 10 of the 30 companies report on an older date than the sector's freshest reporters, so their ranks are 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.
  • 10 companies have older fundamental reporting dates than the sector’s freshest reporters; their ranks carry a stale marker.
11 · 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 Sep 2026 and market data through 2026-08-04. A second data feed fills gaps only after identity and scale reconciliation, and missing observations are never interpolated.

FundamentalsThrough Sep 2026 · up to 20 quarters per company
Market dataThrough 2026-08-04 · weekly price and relative-strength history
Derived metricsGrowth, changes and PEG 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.
12 · questions investors ask, short speakable answers

Electronic Components company comparison FAQs

These 22 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 Sep 2026. Price and relative-strength answers run through 2026-08-04. Nothing here is estimated, and none of it is a recommendation.

Is the Electronic Components sector outperforming S&P 500?

Electronic Components has outperformed S&P 500 by 82.1% over 52 weeks and 4.5% over 13 weeks. 25 of 30 covered companies beat the S&P 500 on Mansfield relative strength, while 10 of 30 beat the sector itself.

Which Electronic Components company is largest by revenue?

Jabil Inc. leads with revenue of $33,590 million, based on 12 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 12 of 30 comparable companies.

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

Jabil Inc. ranks first at 58.5/100 with 81.1% evidence confidence. The score prioritizes research; it is not a buy recommendation.

Which Electronic Components company has the lowest comparable PEG?

Jabil Inc. has the lowest comparable PEG at 0.82, among 6 of 30 companies whose earnings and growth are steady enough for the ratio to mean anything.

How much history does this Electronic Components comparison include?

The page compares up to 20 reported quarters per company for fundamentals, returns and valuation, ending Sep 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.

Which Electronic Components company is the biggest?

Jabil Inc. is the largest, with trailing-twelve-month revenue of $33,590 million, ahead of TTM Technologies, Inc. at $3,104 million. That covers 12 of 30 companies with comparable reporting through Jun 2026.

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?

Jabil Inc. earns the most, at $861 million of trailing-twelve-month net profit, from 12 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 14%, 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 PEG — where a LOWER number is cheaper — Jabil Inc. screens cheapest at 0.82×. Only 6 of 30 companies have earnings and growth steady enough for the ratio to mean anything, 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.

Is the Electronic Components sector beating the market?

Electronic Components has outperformed S&P 500 by 82.1% over the last 52 weeks and 4.5% over 13 weeks, measured on an equal-weight index of its current members. Inside the sector, 25 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?

Jabil Inc. scores 58.5 out of 100 with 81.1% evidence confidence, from 22.1 points on growth and earnings, 14.3 on capital efficiency, 14.6 on valuation and 7.5 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, ending Sep 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 $650,012 million of combined market value. Amphenol Corporation is the largest at $211,247 million, about 32% of the sector's total on its own. Market value moves with price, so this reading is dated 2026-08-04.

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 44.2×, 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 2026-08-04.

How is the Electronic Components sector performing?

25 of the 30 covered Electronic Components companies are beating S&P 500 on Mansfield relative strength. The sector itself is 82.1% ahead of S&P 500 over 52 weeks on an equal-weight index of its current members. Readings are as of 2026-08-04.

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 Sep 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.

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