What's going on with inventory at Molex?

What's going on with inventory at Molex?

Posted on 2/10/2012


Is the current inventory situation at Molex (NASDAQ: MOLX) out of line? Motley Fool analyst Seth Jayson recently examined the connector giant's inventory using one "simple rule of thumb". To wit: "Inventory increases ought to roughly parallel revenue increases. If inventory bloats more quickly than sales grow, this might be a sign that expected sales haven't materialized."

Is this the current situation at Molex? To determine, Jayson charts the company's inventory growth as compared to sales growth for both quarterly and 12-month periods. And over the recent sequential quarterly period, the analysis suggests that "the trend looks worrisome."


Link: Is This a Glimpse of Molex's Future? (The Motley Fool)

Labels: Molex

posted by: noreply@blogger.com

120210 :What's going on with inventory at Molex?

Post Comment

No Comments

Post Comment

Matt Vincent
by Matt Vincent

The Interconnection World Blog is the industry's lens for daily and weekly tracking of the technical advances, market dynamics, business environment and standards activities that drive R&D, manufacturing and purchasing decisions in the global connector and interconnect industry.

Subscribe to the RSS feed for the Interconnection World Blog


Whitepapers

Featured

CI&M Editorial Guide: Structured Cabling Systems for Healthcare Environments
Cultural, regulatory and technological forces have made healthcare a leading-edge industry with respect to information technology systems.  From HIPPA and electronic ...
Sponsored By:  NetClear
Are you Ready for 40G and 100G?
Core and edge higher-speed Ethernet equipment from Cisco, Force10, Brocade, and numerous other vendors is on the market today; by 2015, 25% of network equipment ...
Sponsored By:  Leviton
An Overview of Macrobending and Microbending of Optical Fibers
Bending can increase the attenuation of an optical fiber by two mechanisms: macrobending and microbending.  Some bending is of course unavoidable, e.g., shipping ...
Sponsored By:  Corning
Designing a Reliable Cabling Infrastructure for Healthcare Facilities
Hospitals and other medical facilities face daunting new IT challenges as every facet of care increasingly relies on networked electronics. Berk-Tek and Legrand ...
Structured Cabling Verification to Vendor Specifications: Marketing Hype or Better for Your Network?
Many structured cabling vendors submit their products to third-party verification programs that perform testing to TIA-568. Some go a step further and have independent ...
Webcasts

Available on Demand

Optical Fiber, Cable and Connectivity
We will examine optical infrastructure “from the ground up” – including the optical fiber itself, fiber-optic cable, and connectivity options...
Sponsored By: 
OFS
US Conec Ltd.
Total Cable Solutions

Non-compliant Cable: Understanding the Risks and Avoiding Liability
This is a "don't-miss" webcast for installation contractors, designers, inspectors and even end users who want the latest information and tools to assure ...
Sponsored By: 
Communications Cable and Connectivity Association (CCCA)
Crowell & Moring
Underwriters Laboratories