The declining ROCE trend and falling revenue despite increased capital deployment are concerning. These trends do not bode well for the company's long-term performance. Despite this, the stock has risen 249% over the last five years, indicating high investor expectations.
The departure of a significant executive like the COO could impact the company's operations and potentially its stock performance, depending upon the effectiveness of the transition process and the capability of the replacement.
Ultra Clean Stock Forum
In reaction to earnings/guidance:
• $Five9 (FIVN.US)$ +11.8%, $Amazon (AMZN.US)$ +11.5%, $Mitek Systems (MITK.US)$ +8.6%, $US Silica (SLCA.US)$ +7.8%, $Banco Santander Mexico (BSMX.US)$ +7.5%, $NatWest (NWG.US)$ +7.4%, $The Chemours (CC.US)$ +6.9%, $Deckers Outdoor (DECK.US)$ +6.1% (also authorizes new $1.2bln share repurchase program), $United States Steel (X.US)$ +4.8%(also authorizes new $500mln share repurchase program), $SkyWest (SKYW.US)$ +4.8%, ...
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