Electrical Systems Stocks Q2 Results: Benchmarking Sanmina (NASDAQ:SANM) As the Q2 earnings season wraps, let's dig into this quarter's best and worst performers in the electrical systems industry, including Sanmina (NASDAQ:SANM) and its peers. Like many equipment and component manufacturers, electrical systems companies are buoyed by secular trends such as connectivity and industrial automation. More specific pockets of strong demand include Internet of Things (IoT) connectivity and the 5G telecom upgrade cycle, which can benefit companies whose cables and conduits fit those needs. But like the broader industrials sector, these companies are also at the whim of economic cycles.
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