The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how LSI (NASDAQ: LYTS) and the rest of the electrical systems stocks fared in Q1.

Like many equipment and component manufacturers, electrical systems companies are buoyed by secular trends such as connectivity and industrial automation. More specific pockets of strong demand include Internet of Things (IoT) connectivity and the 5G telecom upgrade cycle, which can benefit companies whose cables and conduits fit those needs. But like the broader industrials sector, these companies are also at the whim of economic cycles. Interest rates, for example, can greatly impact projects that drive demand for these products.

The 14 electrical systems stocks we track reported a satisfactory Q1. As a group, revenues beat analysts’ consensus estimates by 3.4% while next quarter’s revenue guidance was 3.3% below.

In light of this news, share prices of the companies have held steady as they are up 4.4% on average since the latest earnings results.

LSI (NASDAQ: LYTS)

Enhancing commercial environments, LSI (NASDAQ: LYTS) provides lighting and display solutions for businesses and retailers.

LSI reported revenues of $150.5 million, up 13.6% year on year. This print exceeded analysts’ expectations by 9%. Overall, it was a very strong quarter for the company with a beat of analysts’ EPS and EBITDA estimates.

“The sustained high level of customer project activity in key vertical markets enabled LSI to deliver solid third quarter performance,” stated James A. Clark, President and CEO of LSI.

Interestingly, the stock is up 28.8% since reporting and currently trades at $26.68.

Read why we think that LSI is one of the best electrical systems stocks, our full report is free.

Best Q1: Garrett Motion (NASDAQ: GTX)

A key player in the transition to cleaner vehicles, Garrett Motion (NYSE: GTX) designs and manufactures turbochargers, air compressors, and electric motor technologies for vehicle manufacturers and industrial applications.

Garrett Motion reported revenues of $985 million, up 12.2% year on year, outperforming analysts’ expectations by 9.3%. The business had a stunning quarter with a solid beat of analysts’ EBITDA estimates.

The market seems happy with the results as the stock is up 65.2% since reporting. It currently trades at $33.84.

Is now the time to buy Garrett Motion? Access our full analysis of the earnings results here, it’s free.

Weakest Q1: Whirlpool (NYSE: WHR)

Credited with introducing the first automatic washing machine, Whirlpool (NYSE: WHR) is a manufacturer of a variety of home appliances.

Whirlpool reported revenues of $3.27 billion, down 9.6% year on year, falling short of analysts’ expectations by 4.4%. It was a disappointing quarter as it posted full-year EPS guidance missing analysts’ expectations and a significant miss of analysts’ adjusted operating income estimates.

Whirlpool delivered the weakest performance against analyst estimates, slowest revenue growth, and weakest full-year guidance update in the group. As expected, the stock is down 28.6% since the results and currently trades at $39.09.

Read our full analysis of Whirlpool’s results here.

Verra Mobility (NASDAQ: VRRM)

Aiming to wrap technology and data around a historically manual and paper-based industry, Verra Mobility (NASDAQ: VRRM) is a leading provider of smart mobility technology to address tolls and violations, title and registration services, as well as safety and traffic enforcement.

Verra Mobility reported revenues of $223.6 million, flat year on year. This print met analysts’ expectations. It was a strong quarter as it also logged an impressive beat of analysts’ adjusted operating income estimates.

The stock is down 68.9% since reporting and currently trades at $4.45.

Read our full, actionable report on Verra Mobility here, it’s free.

Atkore (NYSE: ATKR)

Protecting the things that power our world, Atkore (NYSE: ATKR) designs and manufactures electrical safety products.

Atkore reported revenues of $731.4 million, up 4.2% year on year. This number beat analysts’ expectations by 2.4%. Overall, it was a very strong quarter as it also put up a solid beat of analysts’ EBITDA and EPS estimates.

The stock is up 11.3% since reporting and currently trades at $82.

Read our full, actionable report on Atkore here, it’s free.

Market Update

Late in 2025 into early 2026, there was hand-wringing around artificial intelligence. For software companies, the fear was that AI would erode pricing power and compress margins as new tools made it easier to replicate what once required expensive enterprise platforms. Crypto investors had their own version of the same anxiety: if AI agents could trade, allocate capital, and manage wallets autonomously, what exactly was the long-term value of today’s crypto infrastructure?

These concerns triggered a noticeable rotation away from these sectors and into safer havens. But markets rarely dwell on one narrative for long. Spring 2026 came, and the focus shifted abruptly from technological disruption to geopolitical risk. The US’ conflict with Iran became the dominant driver of market psychology, and when geopolitics takes center stage, the script changes quickly. Investors stop debating growth rates and start worrying about oil supply, inflation, and global stability.

Want to invest in winners with rock-solid fundamentals? Check out our Top 5 Quality Compounder Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.