200% YoY; Strong gas trucks sales continue to be key driver
Strong hospital business
Auto: Leading indicators, policy imply a strong May
Strong core music business supports 1Q23 earnings beat
China Auto Sector–Strong 4Q23 sales mixed with rising competition
Avnet Inc.:Strong execution offset by early signs of a cyclical downturn; FY2Q EPSrecap
–Strong 3Q results on accelerating AI revenue
1Q24 beat on strong music business growth and GPM expansion
Expect strong growth to continue after the impressive 1H23; U／G to BUY
Strong cRPO growth and GenAI momentum
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