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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Ben Bollin | Cleveland Research | 13 | 8% |
| Ivan Feinseth | Tigress Financial Partners | 13 | 0% |
| Erik Woodring | Morgan Stanley | 12 | 8% |
| Joe Cardoso | JPMorgan | 12 | 8% |
| Noah Zatzkin | KeyBanc Capital Markets | 9 | 0% |
| Dave MacGregor | Longbow Research | 8 | 0% |
| Joe Nolan | Longbow Research | 5 | 0% |
| George Wang | Barclays | 5 | 0% |
| Alyssa Shreves | Barclays | 4 | 0% |
| Ron Epstein | Bank of America | 4 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Cleveland Research | 1 | 13 | 8% |
| Tigress Financial Partners | 1 | 13 | 0% |
| Longbow Research | 2 | 13 | 0% |
| Morgan Stanley |
| 1 |
| 12 |
| 8% |
| Barclays | 3 | 12 | 0% |
| JPMorgan | 1 | 12 | 8% |
| KeyBanc Capital Markets | 1 | 9 | 0% |
| Bank of America | 2 | 8 | 0% |
Revenue grew 14% to $1.75 billion with pro forma EPS of $2.08, up 22%, as Fitness wearables drove another record Q1 with 42% growth. Aviation accelerated to 18% growth across OEM and aftermarket, and Marine grew 11% with new product success. Operating income surged 30% to $432 million, and management maintained FY2026 guidance per its typical Q1 practice while tariff and component cost headwinds continued building.
Demand | Revenue Growth | Competitive Dynamics | Innovation & R&D | Product Launch | Margin | Trade Tariffs | Cost Pressure | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 1 | 4 | 2 | 2 | 5 | 1 | 1 |
| 2025Q1 | 7 | 2 | 1 | 3 | 3 | 2 | 6 | |
| 2025Q2 | 5 | 2 | 1 | 5 | 1 | 1 | 1 | |
| 2025Q3 | 8 | 3 | 3 | 1 | 3 | 2 | 2 | 1 |
| 2025Q4 | 6 | 6 | 3 | 5 | 3 | 1 | 1 | |
| 2026Q1 | 8 | 3 | 4 | 3 | 3 | 1 | 4 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 5 | 7 | 5 | 8 | 6 | 8 |
| Revenue Growth | 1 | 2 | 2 | 3 | 6 | 3 |
| Competitive Dynamics | 4 | 1 | 1 | 3 | 3 | 4 |
| Innovation & R&D | 2 | 3 | 5 | 1 | 5 | |
| Product Launch | 2 | 3 | 1 | 3 | 3 | 3 |
| Margin | 5 | 2 | 1 | 2 | 3 | |
| Trade Tariffs | 1 | 6 | 2 | 1 | 1 | |
| Cost Pressure | 1 | 1 | 1 | 1 | 4 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
GRMN Garmin | 8 | +14.2% | |
| APH Amphenol | 9 | +58.4% | |
| COHR Coherent, Inc. | 9 | +20.6% | |
| FTV Fortive | 5 | -27.5% | |
| GLW Corning Inc. | 9 | +20.1% | |
| JBL Jabil | 9 | +23.1% | |
| KEYS Keysight Technologies | 10 | +31.7% | |
| SNDK Sandisk Corporation | 9 | +251.0% | |
| TDY Teledyne Technologies | 8 | +7.6% | |
| TEL TE Connectivity | 8 | +14.5% | |
| TRMB Trimble Inc. | 9 | +11.8% |