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 electronic components & manufacturing stocks fared in Q4, starting with CTS (NYSE: CTS).

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 Q4. As a group, revenues beat analysts’ consensus estimates by 2.5% while next quarter’s revenue guidance was in line.

Thankfully, share prices of the companies have been resilient as they are up 6.2% on average since the latest earnings results.

CTS (NYSE: CTS)

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

CTS reported revenues of $137.3 million, up 8.5% year on year. This print exceeded analysts’ expectations by 1%. Despite the top-line beat, it was still a mixed quarter for the company with a beat of analysts’ EPS estimates but a slight miss of analysts’ full-year EPS guidance estimates.

“CTS delivered another quarter of strong performance, with diversified end‑market sales up 16% year over year, and closed 2025 with solid results. Diversified end-markets now represent 57% of revenue, demonstrating progress on our strategic priorities” said Kieran O’Sullivan, CEO of CTS Corporation.

CTS achieved the highest full-year guidance raise of the whole group. Still, the market seems discontent with the results. The stock is down 22.6% since reporting and currently trades at $52.67.

Is now the time to buy CTS? Access our full analysis of the earnings results here, it’s free.

Best Q4: Coherent (NYSE: COHR)

Created through the 2022 rebranding of II-VI Incorporated, a company with roots dating back to 1971, Coherent (NYSE: COHR) develops and manufactures advanced materials, lasers, and optical components for applications ranging from telecommunications to industrial manufacturing.

Coherent reported revenues of $1.69 billion, up 17.5% year on year, outperforming analysts’ expectations by 2.9%. The business had an exceptional quarter with revenue guidance for next quarter exceeding analysts’ expectations and an impressive beat of analysts’ EPS guidance for next quarter estimates.

The market seems happy with the results as the stock is up 22.6% since reporting. It currently trades at $258.60.

Is now the time to buy Coherent? Access our full analysis of the earnings results here, it’s free.

Slowest Q4: 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 $201.5 million, up 4.8% year on year, exceeding analysts’ expectations by 2.5%. Still, it was a slower quarter as it posted revenue guidance for next quarter missing analysts’ expectations significantly and a significant miss of analysts’ EPS guidance for next quarter estimates.

Rogers delivered the slowest revenue growth in the group. Interestingly, the stock is up 8.7% since the results and currently trades at $112.12.

Read our full analysis of Rogers’s results here.

Plexus (NASDAQ: PLXS)

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

Plexus reported revenues of $1.07 billion, up 9.6% year on year. This result was in line with analysts’ expectations. Overall, it was a very strong quarter as it also logged a solid beat of analysts’ EPS guidance for next quarter estimates and revenue guidance for next quarter exceeding analysts’ expectations.

Plexus had the weakest performance against analyst estimates among its peers. The stock is up 7.4% since reporting and currently trades at $194.27.

Read our full, actionable report on Plexus here, it’s free.

Flex (NASDAQ: FLEX)

Originally known as Flextronics until its 2016 rebranding, Flex (NASDAQ: FLEX) is a global manufacturing partner that designs, engineers, and builds products for companies across industries from medical devices to solar trackers.

Flex reported revenues of $7.06 billion, up 7.7% year on year. This print beat analysts’ expectations by 3.6%. It was a very strong quarter as it also put up a solid beat of analysts’ full-year EPS guidance estimates and an impressive beat of analysts’ revenue estimates.

The stock is down 4.9% since reporting and currently trades at $62.78.

Read our full, actionable report on Flex here, it’s free.

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