| TEL |
Report |
Adjusted EPS (F3Q26) |
BEAT |
pred ~$2.92 vs. cons $2.84 |
MEDIUM |
| TEL |
Report |
Net sales (F3Q26) |
BEAT |
pred ~$5.08B (+12% y/y) vs. cons ~$5.00B |
MEDIUM |
| TEL |
Report |
Orders / book-to-bill (F3Q26) |
BEAT |
pred ~$5.4B orders, B2B ~1.10 vs. cons ~$5.2B, B2B ~1.05 |
MEDIUM |
| TEL |
Guide |
F4Q26 Adjusted EPS guide |
BETTER |
guide ~$2.95 vs. cons ~$2.90 (F4Q26) |
MEDIUM |
| TEL |
Guide |
F4Q26 Net sales guide |
BETTER |
guide ~$5.15B vs. cons ~$5.05B (F4Q26), aided by soft-USD FX |
MEDIUM |
| TEL |
Guide |
FY26 AI/DDN revenue framing |
BETTER |
raise to ~$2.5B vs. prior/cons ~$2.4B (FY26) |
MEDIUM |
| TEL |
Guide |
Adjusted operating margin (F3Q26) |
UNCHANGED |
pred ~22.0% vs. cons 21.9% (F3Q26); resin/freight/tariff pressure caps upside |
MEDIUM |
| TEL |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.0% |
— |
LOW |
| TEL |
Return |
5-day cumulative residual |
+0.5% (FADE) |
A beat + orders strength + likely AI raise should lift estimates and drive a positive initial reaction off a de-risked ~$209 level (down YTD, recovered from June lows). But TEL has a strong sell-the-news history (fell ~9% after the Q2 beat-and-raise), the stock already ran ~6% into the print, consensus sits on the guide, and margin/auto overhangs plus demanding AI expectations cap follow-through — so the day-1 pop largely gives back over the week as out-period math and near-term margin caution temper upward revisions. |
LOW |