Q: Hi 5i, pls comment on their quarterly release this week. They are getting several re-ratings higher, with one analyst commenting on their low PEG ratio. Thx.
5i Research Answer:
EPS of 83c beat estimates of 72c; revenue of $2.05B missed estimates slightly. EBITDA of $171M beat estimates by 6%. Guidance was affirmed and the company is ahead of its 5-year plan. Sales rose 24%. Capacity additions and a new launch with a large customer helped the results. It was a decent quarter and the stock is cheap at 14x earnings. Consensus calls for very high overall growth in 2026 and it looks good for sure on a PEG ratio.