This Manufacturer Just Engineered a Surprise

Author

Adam Garcia
June 09, 2025

A legacy manufacturer just turned up the pressure with a surprise profit surge and bullish forecast, lifting shares by double digits in early trading. With defense, energy, and aerospace orders flowing, the broader industrial sector is seeing new life to kick off the week. Here’s what’s moving now.

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Futures 📈

What to Watch

Earnings:

  • 51Talk Online Education Group [COE]: Premarket

  • Comtech Telecommunications Corp [CMTL]: Premarket

  • Casey's General Stores, Inc. [CASY]: Aftermarket

  • Calavo Growers, Inc. [CVGW]: Aftermarket

  • Limoneira Co [LMNR]: Aftermarket

  • Lakeland Industries, Inc. [LAKE]: Aftermarket

  • Skillsoft Corp. [SKIL]: Aftermarket

Economic Reports:

  • Wholesale Inventories [April]: 10:00 am

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Electric Vehicles

VinFast Revs Past Revenue Estimates but Loss Widens Slightly

VinFast Auto Ltd. (NASDAQ: VFS) reported first-quarter revenue of $656.5 million, significantly exceeding analyst expectations of $575 million, which helped drive shares up more than 6% in premarket trading.

The Vietnamese EV maker delivered 36,330 vehicles, up 296% YoY though down from Q4’s pace. E-scooter deliveries soared 473% YoY to 44,904 units.

Despite a $0.30 per-share loss (slightly wider than the expected $0.28), the company’s Chairwoman noted Q1 volume surpassed all H1 2024, pointing to strong demand and momentum heading into the year.

Gross margin improved significantly to -35.2%, from -58.7% a year earlier, reflecting better operating leverage despite still being negative. Management reiterated its goal to at least double deliveries in 2025.

VinFast concluded the quarter with $96.6 million in cash, backed by continued support from its parent, Vingroup, and founder Phạm Nhật Vượng, to facilitate further expansion.

Shares of VFS are trading up nearly 7% ahead of the open. The stock remains down nearly 30% YTD, but bulls point to signs of operational efficiency and volume growth as a turning point for the EV newcomer.

Industrial Manufacturing

Graham Corp Delivers 240% Profit Surge as Revenue Climbs 21%

Graham Corporation (NYSE: GHM) reported stronger-than-expected earnings for the fourth quarter, with both profit and revenue significantly higher year-over-year, driven by strong demand across defense and energy markets.

The company posted earnings of $0.40 per share for the quarter ending March 31, up from $0.12 per share a year earlier. Adjusted EPS came in at $0.43, well ahead of consensus.

Revenue rose 20.9% year-over-year to $59.35 million, compared to $49.07 million in the same period last year.

Gross profit benefited from improved operational efficiency and increased order flow, while the company also cited momentum from recent strategic investments.

Looking ahead, fiscal 2026 guidance anticipates sales of $225 million to $235 million, accompanied by adjusted EBITDA of $22 million to $28 million. Capital expenditures are expected to range between $15 million and $18 million, with a noted headwind of $2 million to $5 million from tariffs.

CFO Christopher Thome highlighted the company’s “strong balance sheet” and reaffirmed confidence in continued margin expansion as Graham executes on organic and inorganic growth initiatives.

Shares of GHM are up 10.76% in premarket trading.

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Auto Parts

Motorcar Parts Company Powers Ahead on Record Results and 2026 Growth Forecast

Motorcar Parts of America (NASDAQ: MPAA) shares are moving higher after the company reported record sales and gross profit for fiscal 2025, alongside strong free cash flow and share buybacks.

For the year ending March 31, 2025, net sales rose 5.5% to an all-time high of $757.4 million, while gross profit surged 16.1% to $153.8 million. Operating cash flow totaled $45.5 million for the year, enabling the company to reduce its net bank debt by $32.6 million to $81.4 million.

In the fiscal fourth quarter, revenue climbed 1.9% to $193.1 million, and gross profit jumped 10.6% to $38.5 million. Gross margin improved to 19.9%, up from 18.4% a year earlier. Although the company posted a net loss of $0.04 per share for the quarter, the results were impacted by $4.6 million in tariff-related costs associated with legacy inventory and $2.6 million in non-cash charges.

Interest expenses fell 14% year-over-year in Q4, reflecting lower average borrowings and interest rates. The company also repurchased over 542,000 shares during the year for $4.8 million.

Looking ahead, the MPAA expects fiscal 2026 revenue to be between $780 million and $800 million, and operating income to be between $86 million and $91 million, implying up to 10.4% growth. The company noted further opportunities to enhance profitability as it diversifies supply chains and leverages its North American manufacturing footprint.

CEO Selwyn Joffe emphasized the company’s leadership in the non-discretionary auto parts space, citing strong cash flow and strategic flexibility to drive long-term value.

Movers and Shakers

Rocket Lab [RKLB] – Last Close: $30.31

Rocket Lab provides space launch and satellite solutions, increasingly dominating the small-satellite sector with its Electron rocket and Photon platform.

Shares are up 4.8% in premarket trading and have rallied over +490% in the past year, driven by consistent mission success, expanding contracts, and growing commercial demand.

My Take: Rocket Lab is emerging as a clear leader in small satellite launches. With scalable tech, consistent execution, and space sector tailwinds, RKLB looks potentially well-positioned to keep climbing.

Circle Internet Group [CRCL] – Last Close: $118.81

Circle powers the USDC stablecoin and blockchain financial infrastructure used across the fintech ecosystem.

The stock is up +10.3% premarket, adding to a +29% gain over the past year as digital asset regulation gains clarity and institutional interest continues rising.

My Take: Circle is one of the most credible names in digital finance. With institutional tailwinds and an enormous TAM in blockchain settlement, CRCL may be a serious long-term contender.

Joby Aviation [JOBY] – Last Close: $9.13

Joby develops electric air taxis and vertical takeoff aircraft, positioning itself at the forefront of urban air mobility.

The stock is jumping +12.4% premarket and is now up nearly +98% over the past year, buoyed by successful test flights and government partnerships.

My Take: Joby’s trajectory has turned sharply upward. As the eVTOL space gains momentum, JOBY is one of the few names that could be ready for real commercial lift-off.

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Everything Else

That’s all for today. Thank you for reading. If you have any feedback, please reply to this email.

Best Regards,

— Adam Garcia
Elite Trade Club

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