Electronic Components Stocks Q2 Recap: Benchmarking Corning (NYSE:GLW)

September 04, 2025 at 23:36 PM EDT

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The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Corning (NYSE: GLW) and the rest of the electronic components stocks fared in Q2.

Like many equipment and component manufacturers, electronic components companies are buoyed by secular trends such as connectivity and industrial automation. More specific pockets of strong demand include data centers and telecommunications, which can benefit companies whose optical and transceiver offerings fit those markets. But like the broader industrials sector, these companies are also at the whim of economic cycles. Consumer spending, for example, can greatly impact these companies’ volumes.

The 10 electronic components stocks we track reported a very strong Q2. As a group, revenues beat analysts’ consensus estimates by 4.8% while next quarter’s revenue guidance was in line.

Luckily, electronic components stocks have performed well with share prices up 15.5% on average since the latest earnings results.

Corning (NYSE: GLW)

Supplying windows for some of the United States’s earliest spacecraft, Corning (NYSE: GLW) provides glass and other electronic components for the consumer electronics, telecommunications, automotive, and healthcare industries.

Corning reported revenues of $4.05 billion, up 24.4% year on year. This print exceeded analysts’ expectations by 4.6%. Overall, it was a very strong quarter for the company with an impressive beat of analysts’ EBITDA estimates.

Interestingly, the stock is up 26.1% since reporting and currently trades at $69.91.

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

Best Q2: Bel Fuse (NASDAQ: BELFA)

Founded by 26-year-old Elliot Bernstein during the electronics boom after WW2, Bel Fuse (NASDAQ: BELF.A) provides electronic systems and devices to the telecommunications, networking, transportation, and industrial sectors.

Bel Fuse reported revenues of $168.3 million, up 26.3% year on year, outperforming analysts’ expectations by 10.1%. The business had an incredible quarter with a beat of analysts’ EPS estimates and a solid beat of analysts’ EBITDA estimates.

Bel Fuse delivered the fastest revenue growth among its peers. The market seems happy with the results as the stock is up 28.2% since reporting. It currently trades at $118.58.

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

Weakest Q2: Novanta (NASDAQ: NOVT)

Originally a pioneer in the laser scanning industry during the late 1960s, Novanta (NASDAQ: NOVT) offers medicine and manufacturing technology to the medical, life sciences, and manufacturing industries.

Novanta reported revenues of $241 million, up 2.2% year on year, exceeding analysts’ expectations by 1.3%. Still, it was a slower quarter as it posted EBITDA guidance for next quarter missing analysts’ expectations and full-year EBITDA guidance missing analysts’ expectations.

As expected, the stock is down 7.1% since the results and currently trades at $115.35.

Read our full analysis of Novanta’s results here.

Littelfuse (NASDAQ: LFUS)

The developer of the first blade-type automotive fuse, Littelfuse (NASDAQ: LFUS) provides electrical protection and control components for the automotive, industrial, electronics, and telecommunications industries.

Littelfuse reported revenues of $613.4 million, up 9.8% year on year. This number beat analysts’ expectations by 6.8%. Overall, it was an exceptional quarter as it also logged EPS guidance for next quarter exceeding analysts’ expectations and an impressive beat of analysts’ EBITDA estimates.

The stock is up 10.1% since reporting and currently trades at $259.58.

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

Belden (NYSE: BDC)

With its enamel-coated copper wire used in WWI for the Allied forces, Belden (NYSE: BDC) designs, manufactures, and sells electronic components to various industries.

Belden reported revenues of $672 million, up 11.2% year on year. This result surpassed analysts’ expectations by 2.1%. It was a strong quarter as it also recorded and an impressive beat of analysts’ adjusted operating income estimates.

The stock is up 1.3% since reporting and currently trades at $129.55.

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

Market Update

In response to the Fed’s rate hikes in 2022 and 2023, inflation has been gradually trending down from its post-pandemic peak, trending closer to the Fed’s 2% target. Despite higher borrowing costs, the economy has avoided flashing recessionary signals. This is the much-desired soft landing that many investors hoped for. The recent rate cuts (0.5% in September and 0.25% in November 2024) have bolstered the stock market, making 2024 a strong year for equities. Donald Trump’s presidential win in November sparked additional market gains, sending indices to record highs in the days following his victory. However, debates continue over possible tariffs and corporate tax adjustments, raising questions about economic stability in 2025.

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.

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