| TEL |
Report |
Revenue |
BEAT |
pred ~$5.06B vs. cons $5.00B |
MEDIUM |
| TEL |
Report |
Adjusted EPS |
BEAT |
pred ~$2.88 vs. cons $2.84 |
MEDIUM |
| TEL |
Report |
Adjusted operating margin |
IN-LINE |
pred ~22.1% vs. cons 21.9% |
MEDIUM |
| TEL |
Guide |
FQ4 revenue outlook |
UNCHANGED |
guide ~$5.15B vs. cons $5.14B (FQ4 2026) |
MEDIUM |
| TEL |
Guide |
FQ4 adjusted EPS outlook |
UNCHANGED |
guide ~$2.98 vs. cons $2.97 (FQ4 2026) |
MEDIUM |
| TEL |
Guide |
FY26 AI-related revenue outlook |
UNCHANGED |
guide ~$2.40B vs. cons $2.40B (FY2026) |
MEDIUM |
| TEL |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.4% |
— |
MEDIUM |
| TEL |
Return |
5-day cumulative residual |
+0.5% (FADE) |
A ~$0.04 EPS beat versus $2.84 consensus and ~$0.06B revenue beat versus $5.00B should support an initial positive reaction, but essentially unchanged FQ4 EPS guidance of ~$2.98 versus $2.97 consensus and unchanged FY26 AI revenue of ~$2.40B versus $2.40B leave limited out-period estimate-upside math. |
MEDIUM |