Shares of global electronics contract manufacturer Kimball Electronics (NYSE:KE)
jumped 8.7% in the morning session after the company reported second-quarter 2025 earnings and revenue that significantly surpassed analyst expectations. The electronics manufacturer posted adjusted earnings per share of $0.34, which was 83.8% higher than Wall Street estimates. Revenue for the quarter came in at $380.5 million, also beating consensus forecasts by 14.2%. This strong outperformance likely caught investors' attention, as the results were better than feared. The positive surprise came even as sales fell 11.6% from the same period last year, reflecting a broader cyclical downturn in the Electrical Systems industry. However, looking ahead, analysts project that both revenue and earnings will decline over the next twelve months.
Global electronics contract manufacturer Kimball Electronics (NYSE:KE) beat Wall Street’s revenue expectations in Q2 CY2025, but sales fell by 11.6% year on year to $380.5 million. The company expects the full year’s revenue to be around $1.4 billion, close to analysts’ estimates. Its non-GAAP profit of $0.34 per share was 83.8% above analysts’ consensus estimates.
Global electronics contract manufacturer Kimball Electronics (NYSE:KE) beat Wall Street’s revenue expectations in Q2 CY2025, but sales fell by 11.6% year on year to $380.5 million. The company expects the full year’s revenue to be around $1.4 billion, close to analysts’ estimates. Its non-GAAP profit of $0.34 per share was 83.8% above analysts’ consensus estimates.
While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns.
Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.
Even if they go mostly unnoticed, industrial businesses are the backbone of our country. Sure, they are at the whim of macroeconomic factors that influence capital spending (like interest rates),
but the industry has held its ground over the past six months as its 5.2% return was almost identical to the S&P 500.
A highly volatile stock can deliver big gains - or just as easily wipe out a portfolio if things go south.
While some investors embrace risk, mistakes can be costly for those who aren’t prepared.
Wall Street has issued downbeat forecasts for the stocks in this article.
These predictions are rare - financial institutions typically hesitate to say bad things about a company because it can jeopardize their other revenue-generating business lines like M&A advisory.
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how electrical systems stocks fared in Q1, starting with Hubbell (NYSE:HUBB).
As the Q1 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the electrical systems industry, including Verra Mobility (NASDAQ:VRRM) and its peers.
Generating cash is essential for any business, but not all cash-rich companies are great investments.
Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.
Even if they go mostly unnoticed, industrial businesses are the backbone of our country. But they are at the whim of volatile macroeconomic factors that influence capital spending (like interest rates), and the market seems convinced that demand will slow.
Due to this bearish outlook, the industry has tumbled by 11.8% over the past six months. This drop was worse than the S&P 500’s 2.2% fall.
As the Q1 earnings season wraps, let’s dig into this quarter’s best and worst performers in the electrical systems industry, including Thermon (NYSE:THR) and its peers.
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Vertiv (NYSE:VRT) and the best and worst performers in the electrical systems industry.
