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Sentiment · FY2026 Q2
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Mark Delaney | Goldman Sachs | 7 | 0% |
| Joe Spak | UBS | 7 | 14% |
| Wamsi Mohan | Bank of America | 7 | 14% |
| Luke Junk | Robert W. Baird | 7 | 0% |
| Amit Daryanani | Evercore ISI | 7 | 0% |
| Will Stein | Truist Securities | 7 | 57% |
| Scott Davis | Melius Research | 7 | 14% |
| Joe Giordano | TD Cowen | 6 | 0% |
| Steve Fox | Fox Advisors | 6 | 17% |
| Shreyas Patil | Wolfe Research | 6 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Evercore ISI | 2 | 8 | 0% |
| Bank of America | 1 | 7 | 14% |
| Goldman Sachs | 1 | 7 | 0% |
| Melius Research |
| 1 |
| 7 |
| 14% |
| Robert W. Baird | 1 | 7 | 0% |
| TD Cowen | 2 | 7 | 0% |
| Truist Securities | 1 | 7 | 57% |
| UBS | 1 | 7 | 14% |
TE Connectivity delivered over $4.7 billion in sales growing 15% reported and 7% organically with record adjusted EPS of $2.73 and record orders exceeding $5 billion, growth of over $1 billion year-over-year. AI revenue was raised another $150 million for FY2026 following the announcement of an optical connectivity acquisition. Industrial margins expanded 260 basis points to nearly 22% while energy growth continued across three application areas and commercial transportation recovery broadened globally.
Demand | Cloud & AI | Margin | Revenue Growth | Competitive Dynamics | Trade Tariffs | Innovation & R&D | Capex Investment | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 5 | 5 | 2 | 3 | 1 | 2 | |
| 2025Q1 | 6 | 4 | 5 | 1 | 1 | 1 | 3 | |
| 2025Q2 | 8 | 2 | 2 | 2 | 3 | 6 | 1 | |
| 2025Q3 | 4 | 4 | 5 | 5 | 1 | 2 | 2 | |
| 2025Q4 | 5 | 6 | 3 | 3 | 2 | 1 | 1 | |
| 2026Q1 | 7 | 5 | 4 | 6 | 1 | 1 | ||
| 2026Q2 | 5 | 9 | 2 | 3 | 1 | 2 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | |
|---|---|---|---|---|---|---|---|
| Demand | 5 | 6 | 8 | 4 | 5 | 7 | 5 |
| Cloud & AI | 5 | 4 | 2 | 4 | 6 | 5 | 9 |
| Margin | 5 | 5 | 2 | 5 | 3 | 4 | 2 |
| Revenue Growth | 2 | 1 | 2 | 5 | 3 | 6 | 3 |
| Competitive Dynamics | 3 | 1 | 3 | 1 | 2 | 1 | 1 |
| Trade Tariffs | 1 | 6 | 2 | ||||
| Innovation & R&D | 1 | 3 | 1 | 1 | 2 | ||
| Capex Investment | 2 | 2 | 1 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
TEL TE Connectivity | 8 | +14.5% | |
| 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% | |
| TDY Teledyne Technologies | 8 | +7.6% | |
| TRMB Trimble Inc. | 9 | +11.8% |