Jonathan Custer

COTD: U.S. Weapons Sales Destination

January 22, 2020 by Jonathan Custer

COTD = Chart of the Day U.S. arms sales have grown during the Trump administration. The Defense Security Cooperation Agency said foreign military sales in fiscal 2018 were already 33% higher at $55.7 billion, compared with the previous year. …Most proposed weapons sales were for the Asia-Pacific region with preponderance towards Japan and South Korea–both …

Plexus Reports 11% Y/Y Revenue Growth

January 22, 2020 by Jonathan Custer

Plexus announced financial results for its fiscal first quarter ended January 4, 2020, and guidance for its fiscal second-quarter ending April 4, 2020, after the closing bell. Fiscal First Quarter 2020 Information Won 30 manufacturing programs during the quarter, representing $167 million in annualized revenue when fully ramped into production Trailing four-quarter wins total $843 million in …

Teradyne Posts 26% Y/Y Revenue Growth

January 22, 2020 by Jonathan Custer

Teradyne reported Q4 2019 earnings after the market close. The stock is trading 10 percent higher in the after-hours trading. Revenue of $655 million in Q4’19, growth of 26% from Q4’18 Full-year 2019 revenue grew 9%, GAAP EPS 14%, Non-GAAP EPS 21% Strong Semiconductor Test and LitePoint Wireless shipments drove Q4 revenue above the high …