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Stephanie Link: Yaskawa Electric orders surge amid strong industrial automation demand

Stephanie Link: Yaskawa Electric orders surge amid strong industrial automation demand
Yaskawa Electric orders jump on demand

Stephanie Link, managing director and portfolio manager at Hightower Advisors, shares that Yaskawa Electric reported strong earnings with orders rising 29% quarter over quarter.

She highlights that Americas Motion Control orders grew 170% year over year in AC Servo and 48% in Drives, signaling robust momentum for industrial automation and robotics companies such as PH and ROK.

Link has previously noted continued strong data center investment from companies such as Microsoft, supporting related sectors in a recent post. She also highlighted Micron Technology’s significant revenue and EPS growth, citing strength across major end markets. These observations add to her recent comments on robust performance within industrial automation and tech companies.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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