| TEL |
Report |
Net sales (Q3 FY26) |
BEAT |
pred ~$5.05B vs. cons $5.00B |
MEDIUM |
| TEL |
Report |
Adjusted EPS (Q3 FY26) |
BEAT |
pred ~$2.87 vs. cons $2.84 |
MEDIUM |
| TEL |
Report |
Adjusted operating margin (Q3 FY26) |
IN-LINE |
pred ~22.0% vs. cons 21.9% |
MEDIUM |
| TEL |
Guide |
Q4 FY26 net sales guide |
BETTER |
guide ~$5.15B vs. cons ~$5.05B (Q4 FY26) |
LOW |
| TEL |
Guide |
Q4 FY26 adjusted EPS guide |
BETTER |
guide ~$2.95 vs. cons ~$2.90 (Q4 FY26) |
LOW |
| TEL |
Guide |
FY26 AI/DDN revenue outlook |
BETTER |
guide ~$2.5B vs. cons/prior guide $2.4B (FY26) |
MEDIUM |
| TEL |
Guide |
Order momentum / book-to-bill commentary |
LOWER |
guide/implied book-to-bill ~1.05x vs. prior record 1.12x (Q3 FY26) |
LOW |
| TEL |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.0% |
— |
MEDIUM |
| TEL |
Return |
5-day cumulative residual |
-5.0% (FOLLOW-THROUGH) |
Stock ran up ~3% into the print on sector-wide AI-capex euphoria (ASML raise, AMD/MSFT deal, TSM price hikes) with no TEL-specific catalyst, front-loading optimism. Q3 results/guide are already well-telegraphed (in line with TE's own April guide), so an in-line-to-modest beat is unlikely to justify the pre-print pop; any sign that DDN/AI revenue conversion (vs. orders) is still lumpy, orders decelerate off the record $5.3B base, or margin commentary flags continued tariff/input-cost pressure will look like the April 22 'beat-and-drop' repeat, where the stock kept sliding for ~5 trading days after the print (from ~$221 to ~$204) as sell-side trimmed FY26/FY27 DDN and margin estimates despite the headline beat. Absent a decisively raised AI/DDN outlook or a big order re-acceleration, out-period estimate cuts (Q4/FY27) are more likely than upward revisions, arguing for follow-through weakness rather than a snapback. |
LOW |