As the Q1 earnings season wraps, let’s dig into this quarter’s best and worst performers in the electronic components & manufacturing industry, including Benchmark (NYSE: BHE) 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 an exceptional Q1. As a group, revenues beat analysts’ consensus estimates by 3.4% while next quarter’s revenue guidance was 5.8% above.

Thankfully, share prices of the companies have been resilient as they are up 10% 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 $677.3 million, up 7.2% year on year. This print was in line with analysts’ expectations, and overall, it was an exceptional quarter for the company with an impressive beat of analysts’ EPS guidance for next quarter estimates and revenue guidance for next quarter exceeding analysts’ expectations.

“Our first quarter results have increased our confidence in 2026 and are a clear sign of the benefits from the customer‑first initiatives we began implementing over two years ago and continue to build on today,” said David Moezidis, Benchmark’s President and CEO.

Interestingly, the stock is up 17.5% since reporting and currently trades at $85.07.

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

Best Q1: TTM Technologies (NASDAQ: TTMI)

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

TTM Technologies reported revenues of $846 million, up 30.4% year on year, outperforming analysts’ expectations by 6.9%. The business had an incredible quarter with an impressive beat of analysts’ EPS guidance for next quarter estimates and revenue guidance for next quarter exceeding analysts’ expectations.

TTM Technologies pulled off the highest guidance raise among its peers. The market seems happy with the results as the stock is up 6.5% since reporting. It currently trades at $146.50.

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

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 $139.2 million, up 10.7% year on year, exceeding analysts’ expectations by 1.8%. It may have had the worst quarter among its peers, but its results were still good as it also locked in a beat of analysts’ EPS estimates and full-year revenue guidance slightly topping analysts’ expectations.

CTS delivered the weakest full-year guidance update in the group. Interestingly, the stock is up 10.8% since the results and currently trades at $60.15.

Read our full analysis of CTS’s results here.

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 $1.81 billion, up 20.5% year on year. This result surpassed analysts’ expectations by 1.5%. Overall, it was an exceptional quarter as it also put up revenue guidance for next quarter exceeding analysts’ expectations.

The stock is down 5.9% since reporting and currently trades at $324.23.

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

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 $1.16 billion, up 18.7% year on year. This print topped analysts’ expectations by 2.9%. It was a stunning quarter with revenue guidance for next quarter exceeding analysts’ expectations.

The stock is up 6.7% since reporting and currently trades at $267.28.

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

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