KEKimball Electronics Inc

Upcoming Earnings

We were not able to find an announced earnings date for this symbol yet. Check back again later

Company Info

CEO

Donald D. Charron

Location

Indiana, USA

Exchange

Nasdaq

Website

https://kimballelectronics.com

Summary

Kimball Electronics, Inc.

Company Info

CEO

Donald D. Charron

Location

Indiana, USA

Exchange

Nasdaq

Website

https://kimballelectronics.com

Summary

Kimball Electronics, Inc.

AI Insights for KE
2 min read

Quick Summary

Kimball Electronics Inc is a U.S.-based company specializing in contract electronics manufacturing services and diversified manufacturing for customers in a broad range of end-markets. It focuses primarily on delivering its services to clients operating within the automotive, medical, industrial, and public safety sectors. With operations spanning the United States, China, Mexico, Poland, Romania, Thailand, and Vietnam, Kimball Electronics serves both domestic and international clients who require high-quality, reliable, and customized electronic solutions for mission-critical applications. The company is led by CEO Donald D. Charron and employs around 7,200 people worldwide. Its commitment to technical excellence and operational efficiency has made it a trusted manufacturing partner to many large corporations seeking electronics manufacturing solutions.

The Bull Case

  • Kimball Electronics’ main strengths include its broad and diversified customer base across multiple resilient end-markets such as automotive, medical, industrial, and public safety.
  • The company is recognized for its expertise in complex electronics manufacturing and for maintaining high standards of quality and reliability.
  • Its global manufacturing presence allows for both cost competitiveness and proximity to major markets, supporting customer needs efficiently.
  • Leadership stability, led by CEO Donald D.
  • Charron, and a skilled workforce contribute to its operational success.

The Bear Case

  • The company operates in a highly competitive industry with significant pricing pressures and thin margins, as evidenced by its elevated price-to-earnings ratio.
  • Kimball Electronics is dependent on the general health of cyclical industries such as automotive and industrial manufacturing, making it vulnerable to sector downturns.
  • Profitability is sensitive to fluctuations in raw material costs, supply chain disruptions, and global trade uncertainties.
  • Additionally, the company does not pay a dividend, which may deter income-focused investors.
  • Innovation cycles and rapid technological changes in electronics manufacturing pose ongoing challenges.

Key Risks

  • Key risks for Kimball Electronics include potential disruptions in the global supply chain, which can lead to production delays or increased costs.
  • Heightened competition from larger, more diversified contract manufacturers can result in pricing pressure and lost market share.
  • Exposure to cyclical industries increases vulnerability to economic slowdowns, while fluctuating foreign currencies may impact international earnings.
  • Regulatory changes, particularly in global trade policies, could affect cross-border operations.

What to Watch

UpcomingIn the most recent reported quarter, Kimball Electronics achieved strong operating revenue of $365.6 million, with gross profit of $28.8 million and net income of $10.1 million.
UpcomingThe company maintained a robust presence across its global manufacturing footprint, serving diverse end markets despite increasing industry challenges such as labor costs and supply chain management.
UpcomingThere were no major new product launches or large-scale partnerships announced during the quarter.
ExpectedFor the upcoming quarter, Kimball Electronics is expected to focus on further optimizing its supply chain efficiency and managing operating costs amid ongoing volatility in the global electronics sector.

Price Drivers

  • Kimball Electronics' stock price is primarily driven by its earnings performance, including net income and revenue growth, as well as its ability to maintain healthy profit margins.
  • Macroeconomic events affecting the automotive, medical, industrial, and public safety markets also have direct impacts on demand for the company's services.
  • Broader trends such as supply chain dynamics, component shortages, and global manufacturing costs influence operational efficiency and profitability.
  • Investors monitor quarterly earnings reports, key contract wins, and any major customer or geographic diversification as potential catalysts for stock movement.

Recent News

  • There was no significant company-specific news about Kimball Electronics in major headlines during the last quarter.
  • The majority of recent news with the term 'KE' referred to KE Holdings Inc., a different entity operating in the Chinese real estate sector, unrelated to Kimball Electronics Inc.
  • For Kimball Electronics, corporate updates during the period focused on quarterly performance and earnings disclosures, with no major announcements about partnerships, controversies, or acquisitions.
  • The lack of dividend declarations or strategic events also characterized the recent news cycle.

Market Trends

  • The broader electronics manufacturing market is seeing increased demand for advanced electronics across automotive, healthcare, and industrial automation sectors.
  • Persistent supply chain disruptions and global component shortages are shaping industry behavior and influencing inventory management strategies.
  • Macroeconomic uncertainty and inflationary pressures are driving companies to focus on operational efficiency and cost containment.
  • The trend toward digitalization, automation, and smart manufacturing is accelerating, requiring investments in new technologies.

Community Research

Research from investors like you

Be the first to share your analysis on KE

Help fellow investors make informed decisions by sharing your research on fundamentals, catalysts, and outlook.

Topics: Company overview • Products • Competitors • Strengths & Risks

Symbol's posts

No more topics to show