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Sentiment · FY2026 Q2
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Greg Konrad | Jefferies | 14 (0%) |
| Joe Giordano | TD Cowen | 14 (7%) |
| Jim Ricchiuti | Needham | 13 (0%) |
| Andrew Buscaglia | BNP Paribas | 12 (8%) |
| Noah Poponak | Goldman Sachs | 9 (22%) |
| Rob Jamieson | Vertical Research Partners | 9 (0%) |
| Damian Karas | UBS | 8 (13%) |
| Jordan Lyonnais | Bank of America | 6 (0%) |
| Guy Hardwick | Barclays | 6 (0%) |
| Jonathan Siegmann | Stifel | 5 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Jefferies | 2 | 15 (0%) |
| TD Cowen | 1 | 14 (7%) |
| Needham | 1 | 13 (0%) |
| BNP Paribas | 2 |
| 13 (8%) |
| UBS | 2 | 11 (9%) |
| Vertical Research Partners | 1 | 9 (0%) |
| Goldman Sachs | 1 | 9 (22%) |
| 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 | Margin | Guidance Reliability | M&A | Trade Tariffs | Regulation Policy | Capital Allocation | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 6 | 4 | 1 | 3 | 3 | 1 | 1 | 2 |
| 2025Q1 | 7 | 2 | 3 | 2 | 7 | 3 | 2 | |
| 2025Q2 | 11 | 6 | 3 | 4 | 2 | 3 | 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 |
| Margin | 1 | 3 | 3 | 2 | 2 | 4 |
| Guidance Reliability | 3 | 4 | 2 | 2 | 4 | |
| M&A | 3 | 2 | 2 | 1 | 1 | 3 |
| Trade Tariffs | 1 | 7 | 3 | 1 | ||
| Regulation Policy | 1 | 3 | 1 | 2 | 2 | |
| Capital Allocation | 2 | 2 | 1 | 2 | 2 |
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $1.50B | +5.4% | $4.20 | -37.8% | 42.8% | 15.8% | 13.2% | $303M |
| FY2025 Q1 | $1.45B | +7.4% | $3.99 | +7.3% | 42.7% | 17.9% | 13.0% | $225M |
| FY2025 Q2 | $1.51B | +10.2% | $4.43 | +17.5% | 42.6% | 18.4% | 13.9% | $196M |
| FY2025 Q3 | $1.54B | +6.7% | $4.65 | -16.1% | 42.8% | 18.4% | 14.3% | $314M |
| FY2025 Q4 | $1.61B | +7.3% | $5.84 | +39.0% | 29.4% | 20.4% | 17.1% | $339M |
| FY2026 Q1 | $1.56B | +7.6% | $4.85 | +21.6% | 39.5% | 18.9% | 14.5% | $204M |
| FY2026 Q2 | $1.66B | +9.8% | $5.37 | +21.2% | 44.4% | 20.0% | 15.1% | — |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
TDY Teledyne Technologies | 8 | +7.6% | |
| APH Amphenol | 9 | +58.4% | |
| COHR Coherent, Inc. | 9 | +20.6% | |
| FLEX Flex Ltd. | 9 | +16.9% | |
| FTV Fortive | 5 | -27.5% | |
| GLW Corning Inc. | 9 | +20.1% | |
| GRMN Garmin | 8 | +14.2% | |
| JBL Jabil | 9 | +23.1% | |
| KEYS Keysight Technologies | 9 | +23.3% | |
| SNDK Sandisk Corporation | 9 | +251.0% | |
| TEL TE Connectivity | 8 | +14.5% | |
| TRMB Trimble Inc. | 9 | +11.8% |