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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. |
|---|---|---|---|
| Greg Konrad | Jefferies | 14 | 0% |
| Andy Buscaglia | BNP Paribas | 12 | 8% |
| Joe Giordano | TD Cowen | 12 | 0% |
| Jim Ricchiuti | Needham | 12 | 0% |
| Noah Poponak | Goldman Sachs | 9 | 22% |
| Damian Karas | UBS | 8 | 13% |
| Rob Jamieson | Vertical Research Partners | 8 | 0% |
| Jordan Lyonnais | Bank of America | 6 | 0% |
| Guy Hardwick | Barclays | 6 | 0% |
| Jon Siegmann | Stifel | 5 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Jefferies | 1 | 14 | 0% |
| Needham | 1 | 12 | 0% |
| BNP Paribas | 1 | 12 | 8% |
| TD Cowen | 1 |
| 12 |
| 0% |
| UBS | 2 | 10 | 10% |
| Goldman Sachs | 1 | 9 | 22% |
| Vertical Research Partners | 1 | 8 | 0% |
| Bank of America | 2 | 7 | 0% |
Record Q1 sales and EPS were achieved with revenue growing 7.6% and non-GAAP EPS up 17.2%, prompting a guidance raise to $23.85-$24.15 with revenue lifted to approximately $6.415 billion. Defense revenue approached $2 billion with broad-based order momentum while the unmanned systems franchise expanded across air, ground, and subsea with $900 million deployed in acquisitions over the last 13 months. Industrial short-cycle markets inflected with machine vision and semiconductor recovery as the book-to-bill held above 1x for the tenth consecutive quarter.
Demand | Revenue Growth | Guidance Reliability | Margin | Trade Tariffs | M&A | Regulation Policy | Capital Allocation | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 6 | 4 | 3 | 1 | 1 | 3 | 1 | 2 |
| 2025Q1 | 7 | 2 | 3 | 7 | 2 | 3 | 2 | |
| 2025Q2 | 11 | 6 | 4 | 3 | 3 | 2 | 1 | 1 |
| 2025Q3 | 9 | 6 | 2 | 2 | 1 | 1 | ||
| 2025Q4 | 9 | 6 | 2 | 2 | 1 | 2 | 2 | |
| 2026Q1 | 10 | 8 | 4 | 4 | 3 | 2 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 6 | 7 | 11 | 9 | 9 | 10 |
| Revenue Growth | 4 | 2 | 6 | 6 | 6 | 8 |
| Guidance Reliability | 3 | 4 | 2 | 2 | 4 | |
| Margin | 1 | 3 | 3 | 2 | 2 | 4 |
| Trade Tariffs | 1 | 7 | 3 | 1 | ||
| M&A | 3 | 2 | 2 | 1 | 1 | 3 |
| Regulation Policy | 1 | 3 | 1 | 2 | 2 | |
| Capital Allocation | 2 | 2 | 1 | 2 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
TDY Teledyne Technologies | 8 | +7.6% | |
| APH Amphenol | 9 | +58.4% | |
| COHR Coherent, Inc. | 9 | +20.6% | |
| FTV Fortive | 5 | -27.5% | |
| GLW Corning Inc. | 9 | +20.1% | |
| GRMN Garmin | 8 | +14.2% | |
| JBL Jabil | 9 | +23.1% | |
| KEYS Keysight Technologies | 10 | +31.7% | |
| SNDK Sandisk Corporation | 9 | +251.0% | |
| TEL TE Connectivity | 8 | +14.5% | |
| TRMB Trimble Inc. | 9 | +11.8% |