Business mix
- It operates in two Advanced Electronics Solutions (AES), Elastomeric Material Solutions (EMS) segments.
- The AES segment offers circuit materials, ceramic substrate materials, busbars, and cooling solutions for applications in electric and hybrid electric vehicles, automotive, aerospace and defense, renewable energy, wireless infrastructure.
- This segment sells its products under the curamik, ROLINX, RO4000 series, RO3000 series, RT/duroid, CLTE series, TMM, AD series, DiClad series, CuClad series, Kappa, COOLSPAN, TC series, IsoClad series, MAGTREX, IM series, 2929 Bondply.
- The EMS segment provides engineered material solutions, including polyurethane and silicone materials used in cushioning, gasketing, sealing, and vibration management applications.
Current key questions
- Can demand for the company's products and platforms keep growing within electronic components?
- How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
- Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
