As the Q2 earnings season wraps, let’s dig into this quarter’s best and worst performers in the electronic components & manufacturing industry, including Amphenol (NYSE: APH) and its peers.
The sector could see higher demand as the prevalence of advanced electronics increases in industries such as automotive, healthcare, aerospace, and computing. The high-performance components and contract manufacturing expertise required for autonomous vehicles and cloud computing datacenters, for instance, will benefit companies in the space. However, headwinds include geopolitical risks, particularly U.S.-China trade tensions that could disrupt component sourcing and production as the Trump administration takes an increasingly antagonizing stance on foreign relations. Additionally, stringent environmental regulations on e-waste and emissions could force the industry to pivot in potentially costly ways.
The 10 electronic components & manufacturing stocks we track reported an exceptional Q2. As a group, revenues beat analysts’ consensus estimates by 4% while next quarter’s revenue guidance was 6% above.
In light of this news, share prices of the companies have held steady. On average, they are relatively unchanged since the latest earnings results.
Best Q2: Amphenol (NYSE: APH)
With over 90 years of connecting the world's technologies, Amphenol (NYSE: APH) designs and manufactures connectors, cables, sensors, and interconnect systems that enable electrical and electronic connections across virtually every industry.
Amphenol reported revenues of $8.76 billion, up 55% year on year. This print exceeded analysts’ expectations by 5.6%. Overall, it was an incredible quarter for the company with a solid beat of analysts’ EPS guidance for next quarter estimates and revenue guidance for next quarter exceeding analysts’ expectations.
“We are pleased to have closed the second quarter of 2026 with record sales and Adjusted Diluted EPS, both exceeding the high end of our guidance,” said Amphenol Chairman and Chief Executive Officer, R. Adam Norwitt.
Amphenol pulled off the fastest revenue growth of the whole group. Unsurprisingly, the stock is up 18% since reporting and currently trades at $84.86.
TTM Technologies (NASDAQ: TTMI)
As one of the world's largest printed circuit board manufacturers with facilities spanning North America and Asia, TTM Technologies (NASDAQ: TTMI) manufactures printed circuit boards (PCBs) and radio frequency (RF) components for aerospace, defense, automotive, and telecommunications industries.
TTM Technologies reported revenues of $1.00 billion, up 37.4% year on year, outperforming analysts’ expectations by 4.8%. The business had a stunning quarter with a solid beat of analysts’ EPS guidance for next quarter estimates and revenue guidance for next quarter exceeding analysts’ expectations.
TTM Technologies delivered the highest guidance raise among its peers. Although it had a fine quarter compared to its peers, the market seems unhappy with the results as the stock is down 4.8% since reporting. It currently trades at $125.00.
Is now the time to buy TTM Technologies? Access our full analysis of the earnings results here, it’s free.
Weakest Q2: Rogers (NYSE: ROG)
With roots dating back to 1832, making it one of America's oldest continuously operating companies, Rogers (NYSE: ROG) designs and manufactures specialized engineered materials and components used in electric vehicles, telecommunications, renewable energy, and other high-performance applications.
Rogers reported revenues of $216.8 million, up 6.9% year on year, exceeding analysts’ expectations by 0.8%. Still, it was a mixed quarter as it posted a significant miss of analysts’ EPS estimates.
Rogers delivered the weakest performance against analyst estimates and slowest revenue growth in the group. Interestingly, the stock is up 14.6% since the results and currently trades at $136.63.
Read our full analysis of Rogers’s results here.
Jabil (NYSE: JBL)
With manufacturing facilities spanning the globe from China to Mexico to the United States, Jabil (NYSE: JBL) provides electronics design, manufacturing, and supply chain solutions to companies across various industries, from healthcare to automotive to cloud computing.
Jabil reported revenues of $8.75 billion, up 11.8% year on year. This result surpassed analysts’ expectations by 2.3%. Overall, it was a very strong quarter as it also produced an impressive beat of analysts’ EPS guidance for next quarter estimates and revenue guidance for next quarter exceeding analysts’ expectations.
The stock is down 15% since reporting and currently trades at $319.00.
Read our full, actionable report on Jabil here, it’s free.
Knowles (NYSE: KN)
With roots dating back to 1946 and a focus on components that must perform flawlessly in critical situations, Knowles (NYSE: KN) designs and manufactures specialized electronic components like high-performance capacitors, microphones, and speakers for medical technology, defense, and industrial applications.
Knowles reported revenues of $166.8 million, up 14.3% year on year. This number beat analysts’ expectations by 6.3%. It was a stunning quarter as it also put up a solid beat of analysts’ EPS guidance for next quarter estimates and revenue guidance for next quarter exceeding analysts’ expectations.
Knowles pulled off the biggest analyst estimate beat of the whole group. The stock is down 4% since reporting and currently trades at $37.25.
Read our full, actionable report on Knowles here, it’s free.
Market Update
Over the past year, investors have been forced to repeatedly answer the same question: what is the market’s biggest risk? The answer has changed several times, and each shift has reshaped market leadership.
Late in 2025 and early 2026, artificial intelligence became the market’s primary uncertainty. Investors questioned whether AI would erode software pricing power and weaken competitive moats as AI made it easier to replicate once-differentiated products.
By the spring, technology took a back seat to geopolitics. The U.S. conflict with Iran briefly became the market’s dominant narrative, raising concerns about oil prices, inflation, and global growth. But as energy markets remained orderly and fears of a prolonged supply disruption faded, investors quickly turned their focus back to fundamentals.
Want to invest in winners with rock-solid fundamentals? Check out our Hidden Gem Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.
