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 Benchmark (NYSE: BHE).

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 2.8% while next quarter’s revenue guidance was in line.

Luckily, electronic components & manufacturing stocks have performed well with share prices up 17.3% on average since the latest earnings results.

Benchmark (NYSE: BHE)

Operating as a critical behind-the-scenes partner for complex technology products since 1979, Benchmark Electronics (NYSE: BHE) provides advanced manufacturing, engineering, and technology solutions for original equipment manufacturers across aerospace, medical, industrial, and technology sectors.

Benchmark reported revenues of $704.3 million, up 7.2% year on year. This print exceeded analysts’ expectations by 1.1%. Overall, it was a very strong quarter for the company with revenue guidance for next quarter beating analysts’ expectations and a beat of analysts’ EPS estimates.

“I am proud of our team’s performance in 2025, culminating in the fourth quarter’s high single-digit revenue growth and EPS growth at more than double that rate,” said Jeff Benck, Benchmark’s CEO.

Interestingly, the stock is up 13.9% since reporting and currently trades at $63.82.

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

Best Q4: 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 $8.28 billion, up 23.1% year on year, outperforming analysts’ expectations by 6.8%. The business had a stunning quarter with a solid beat of analysts’ revenue estimates and revenue guidance for next quarter exceeding analysts’ expectations.

Jabil pulled off the biggest analyst estimates beat among its peers. The market seems happy with the results as the stock is up 15.8% since reporting. It currently trades at $303.77.

Is now the time to buy Jabil? 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.

Rogers delivered the slowest revenue growth in the group. Interestingly, the stock is up 14.4% since the results and currently trades at $117.97.

Read our full analysis of Rogers’s results here.

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 logged an impressive beat of analysts’ full-year EPS guidance estimates and a solid beat of analysts’ revenue estimates.

The stock is up 22% since reporting and currently trades at $80.52.

Read our full, actionable report on Flex 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 $162.2 million, up 13.8% year on year. This result topped analysts’ expectations by 3.8%. Overall, it was an exceptional quarter as it also put up an impressive beat of analysts’ EPS guidance for next quarter estimates and revenue guidance for next quarter exceeding analysts’ expectations.

The stock is up 17% since reporting and currently trades at $28.95.

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

Market Update

Late in 2025 into early 2026, there was hand wringing around artificial intelligence. For software companies, the fear was that AI would erode pricing power and compress margins as new tools made it easier to replicate what once required expensive enterprise platforms. Crypto investors had their own version of the same anxiety: if AI agents could trade, allocate capital, and manage wallets autonomously, what exactly was the long-term value of today’s crypto infrastructure?

These concerns triggered a noticeable rotation away from these sectors and into safer havens. But markets rarely dwell on one narrative for long. Spring 2026 came, and the focus shifted abruptly from technological disruption to geopolitical risk. The US’ conflict with Iran became the dominant driver of market psychology, and when geopolitics takes center stage, the script changes quickly. Investors stop debating growth rates and start worrying about oil supply, inflation, and global stability.

Want to invest in winners with rock-solid fundamentals? Check out our 9 Best Market-Beating Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.