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Punching Out: How Are the Big Boys Doing Now?

10/26/2026 | Tom Kastner -- Column: Punching Out!
I thought it would be interesting to check in again on what the larger North America-based public companies in the PCB and EMS industry are doing. In general, sales, profits, and stock prices are up, and many are doing smaller, non-core acquisitions. In particular, growth markets include AI infrastructure, defense, and certain areas of healthcare. Here’s a breakdown of some of the largest companies.
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