| TEL |
Report |
Net Sales (Q3 FY26) |
IN-LINE |
pred ~$5,060M vs. cons $5,015M |
MEDIUM |
| TEL |
Report |
Adj. EPS (Q3 FY26) |
BEAT |
pred ~$2.92 vs. cons $2.849 |
HIGH |
| TEL |
Report |
Total Orders / B2B (Q3 FY26) |
BEAT |
pred ~$4,700M / 0.94x vs. cons $4,200M / 0.83x |
MEDIUM |
| TEL |
Guide |
Net Sales (Q4 FY26) |
UNCHANGED |
guide ~$5.15-5.20B vs. cons ~$5,196M implied |
MEDIUM |
| TEL |
Guide |
Adj. EPS (FY26) |
BETTER |
guide ~$11.35 vs. cons $11.24 |
MEDIUM |
| TEL |
Guide |
AI Revenue (FY26) |
BETTER |
reiterate ~$2.4B DDN AI, possible nudge to $2.45B vs. prior $2.4B |
MEDIUM |
| TEL |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.0% |
— |
MEDIUM |
| TEL |
Return |
5-day cumulative residual |
+2.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — modest estimate drift higher on FY EPS raise; no implicit cut if Q4 guide is in-line |
MEDIUM |