| TEL |
Report |
Revenue |
BEAT |
pred ~$5.06B vs. cons $5.00B |
MEDIUM |
| TEL |
Report |
Adjusted EPS |
BEAT |
pred ~$2.90 vs. cons $2.84 |
MEDIUM |
| TEL |
Report |
Adjusted operating margin |
IN-LINE |
pred ~22.0% vs. cons 21.9% |
MEDIUM |
| TEL |
Guide |
Revenue guidance |
BETTER |
guide ~$5.15B vs. cons $5.09B (fiscal Q4 2026) |
MEDIUM |
| TEL |
Guide |
Adjusted EPS guidance |
BETTER |
guide ~$3.02 vs. cons $2.96 (fiscal Q4 2026) |
MEDIUM |
| TEL |
Guide |
AI-related revenue outlook |
BETTER |
guide ~$2.45B vs. cons $2.40B (fiscal 2026) |
LOW |
| TEL |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.2% |
— |
MEDIUM |
| TEL |
Return |
5-day cumulative residual |
+5.5% (FOLLOW-THROUGH) |
A modest report beat plus fiscal Q4 adjusted EPS guidance of ~$3.02 vs. consensus $2.96 should lift out-period estimates; sustained AI backlog conversion and a fiscal 2026 AI outlook of ~$2.45B vs. $2.40B support positive revisions after day 1. |
MEDIUM |