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As the Q3 earnings season wraps, let’s dig into this quarter’s best and worst performers in the electronic components & manufacturing industry, including Knowles 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 a very strong Q3. As a group, revenues beat analysts’ consensus estimates by 4.7% while next quarter’s revenue guidance was in line.

In light of this news, share prices of the companies have held steady as they are up 4.9% on average since the latest earnings results.

Knowles

With roots dating back to 1946 and a focus on components that must perform flawlessly in critical situations, Knowles designs and manufactures specialized electronic components like high-performance capacitors, microphones, and speakers for medical technology, defense, and industrial applications.

Knowles reported revenues of $152.9 million, up 7.3% year on year. This print exceeded analysts’ expectations by 2.6%. Overall, it was a very strong quarter for the company with a solid beat of analysts’ revenue estimates and a beat of analysts’ EPS estimates.

“We continued to deliver on expectations in the third quarter of 2025 with revenues, cash provided by operating activities, and non-GAAP diluted EPS from continuing operations all above the mid-point of our guided range. Our cash generated by operating activities in the quarter was again strong, allowing us to repurchase $20 million in shares and reduce debt by $15 million” commented Jeffrey Niew, President, and CEO of Knowles.

Unsurprisingly, the stock is down 4.1% since reporting and currently trades at $23.02.

Is now the time to buy Knowles? Access our full analysis of the earnings results here, it’s free for active Edge members.

Best Q3: Amphenol

With over 90 years of connecting the world's technologies, Amphenol designs and manufactures connectors, cables, sensors, and interconnect systems that enable electrical and electronic connections across virtually every industry.

Amphenol reported revenues of $6.19 billion, up 53.4% year on year, outperforming analysts’ expectations by 10.9%. The business had an incredible quarter with a beat of analysts’ EPS estimates and an impressive beat of analysts’ EPS guidance for next quarter estimates.

Amphenol achieved the biggest analyst estimates beat and fastest revenue growth among its peers. The market seems happy with the results as the stock is up 12.4% since reporting. It currently trades at $139.93.

Is now the time to buy Amphenol? Access our full analysis of the earnings results here, it’s free for active Edge members.

Weakest Q3: CTS

With roots dating back to 1896 and a global manufacturing footprint, CTS designs and manufactures sensors, connectivity components, and actuators for aerospace, defense, industrial, medical, and transportation markets.

CTS reported revenues of $143 million, up 8% year on year, exceeding analysts’ expectations by 4.8%. It was a satisfactory quarter as it also posted a solid beat of analysts’ revenue estimates but a significant miss of analysts’ EPS estimates.

Interestingly, the stock is up 6.3% since the results and currently trades at $45.13.

Read our full analysis of CTS’s results here.

TTM Technologies

As one of the world's largest printed circuit board manufacturers with facilities spanning North America and Asia, TTM Technologies manufactures printed circuit boards (PCBs) and radio frequency (RF) components for aerospace, defense, automotive, and telecommunications industries.

TTM Technologies reported revenues of $752.7 million, up 22.1% year on year. This number surpassed analysts’ expectations by 6%. It was a stunning quarter as it also produced an impressive beat of analysts’ EPS guidance for next quarter estimates and a solid beat of analysts’ revenue estimates.

The stock is up 7.1% since reporting and currently trades at $67.75.

Read our full, actionable report on TTM Technologies here, it’s free for active Edge members.

Jabil

With manufacturing facilities spanning the globe from China to Mexico to the United States, Jabil provides electronics design, manufacturing, and supply chain solutions to companies across various industries, from healthcare to automotive to cloud computing.

Jabil reported revenues of $8.25 billion, up 18.5% year on year. This result topped analysts’ expectations by 9.5%. Overall, it was an exceptional quarter as it also put up an impressive beat of analysts’ EPS guidance for next quarter estimates and a solid beat of analysts’ revenue estimates.

Jabil had the weakest full-year guidance update among its peers. The stock is down 4.9% since reporting and currently trades at $214.29.

Read our full, actionable report on Jabil here, it’s free for active Edge members.

As the Q3 earnings season wraps, let’s dig into this quarter’s best and worst performers in the electronic components & manufacturing industry, including Plexus 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 a very strong Q3. As a group, revenues beat analysts’ consensus estimates by 4.7% while next quarter’s revenue guidance was in line.

In light of this news, share prices of the companies have held steady as they are up 1.8% on average since the latest earnings results.

Plexus

With over 20,000 team members across 26 global facilities, Plexus designs, manufactures, and services complex electronic products for companies in aerospace/defense, healthcare, and industrial sectors.

Plexus reported revenues of $1.06 billion, flat year on year. This print exceeded analysts’ expectations by 1.1%. Overall, it was a strong quarter for the company with a beat of analysts’ EPS estimates and revenue guidance for next quarter beating analysts’ expectations.

Todd Kelsey, President and Chief Executive Officer, commented, “The Plexus team continues to deliver a differentiated value proposition for our customers, and generated strong fiscal fourth quarter results. I am particularly pleased with our non-GAAP EPS of $2.14, which exceeded guidance, and our free cash flow, which again exceeded projections.”

Plexus delivered the weakest performance against analyst estimates and slowest revenue growth of the whole group. Unsurprisingly, the stock is down 2.5% since reporting and currently trades at $142.45.

Is now the time to buy Plexus? Access our full analysis of the earnings results here, it’s free for active Edge members.

Best Q3: Amphenol

With over 90 years of connecting the world's technologies, Amphenol designs and manufactures connectors, cables, sensors, and interconnect systems that enable electrical and electronic connections across virtually every industry.

Amphenol reported revenues of $6.19 billion, up 53.4% year on year, outperforming analysts’ expectations by 10.9%. The business had an incredible quarter with a beat of analysts’ EPS estimates and a solid beat of analysts’ EPS guidance for next quarter estimates.

Amphenol scored the biggest analyst estimates beat and fastest revenue growth among its peers. The market seems happy with the results as the stock is up 12.2% since reporting. It currently trades at $139.68.

Is now the time to buy Amphenol? Access our full analysis of the earnings results here, it’s free for active Edge members.

Weakest Q3: CTS

With roots dating back to 1896 and a global manufacturing footprint, CTS designs and manufactures sensors, connectivity components, and actuators for aerospace, defense, industrial, medical, and transportation markets.

CTS reported revenues of $143 million, up 8% year on year, exceeding analysts’ expectations by 4.8%. It was a satisfactory quarter as it also posted an impressive beat of analysts’ revenue estimates but a significant miss of analysts’ EPS estimates.

The stock is flat since the results and currently trades at $42.50.

Read our full analysis of CTS’s results here.

Jabil

With manufacturing facilities spanning the globe from China to Mexico to the United States, Jabil provides electronics design, manufacturing, and supply chain solutions to companies across various industries, from healthcare to automotive to cloud computing.

Jabil reported revenues of $8.25 billion, up 18.5% year on year. This print beat analysts’ expectations by 9.5%. It was an exceptional quarter as it also logged a solid beat of analysts’ EPS guidance for next quarter estimates and an impressive beat of analysts’ revenue estimates.

Jabil had the weakest full-year guidance update among its peers. The stock is down 6.7% since reporting and currently trades at $210.16.

Read our full, actionable report on Jabil here, it’s free for active Edge members.

Rogers

With roots dating back to 1832, making it one of America's oldest continuously operating companies, Rogers 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 million, up 2.7% year on year. This number surpassed analysts’ expectations by 4.1%. Overall, it was a stunning quarter as it also put up a beat of analysts’ EPS estimates and an impressive beat of analysts’ EPS guidance for next quarter estimates.

The stock is up 1.1% since reporting and currently trades at $84.49.

Read our full, actionable report on Rogers here, it’s free for active Edge members.