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Sentiment · FY2026 Q2
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“our sales grew 88%, including the Richards acquisition, which enables us to capitalize on strong growth opportunities in the U.S. utility market.”
TE Connectivity's acquisition of Richards is driving strong energy-segment growth and expanding its position in the U.S. utility market.
“We completed the Harger deal that was a little bit smaller, but then with the Richards deal, which was much larger.”
TE Connectivity acquired Harger as a smaller bolt-on deal in fiscal 2025, alongside the larger Richards acquisition.
“included the Richards acquisition, which enables us to capitalize on strong growth opportunities in the North American utility market.”
TE Connectivity's acquisition of Richards (utility products) is contributing to strong Energy-segment growth in the North American utility market.
“we deployed $2.6 billion of capital for acquisitions in the Industrial segment, which includes the Richards acquisition that we closed this quarter.”
TE Connectivity closed its acquisition of Richards during the quarter, a deal management called sizable, aimed at broadening its grid-hardening position in the North American utility market within the Energy business.
“in April, we closed on the Richards acquisition in the industrial segment, and we deployed $2.3 billion related to that acquisition”
TE Connectivity closed its $2.3 billion acquisition of Richards, strengthening its position in the North American utility/energy market within the industrial segment.
“we acquired Harger, which is a North American leader in lightning protecting and grounding solutions that are foundation to grid reliability and complementary to our existing product set.”
TE Connectivity acquired Harger in the quarter, expanding its grid reliability and connectivity portfolio for renewable power, utilities and industrial power applications.
“the announcement from Tesla earlier this week around the plan to look to simplify their low voltage connector architecture and any implications for your company.”
An analyst flags Tesla's plan to simplify its low-voltage connector architecture; TE Connectivity's CEO responds that such architecture shifts (e.g. 12V to 48V) typically increase connector content per vehicle, framing Tesla's move as a positive content opportunity even though management won't comment on individual customers by name.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Luke Junk | Robert W. Baird | 7 (0%) |
| Wamsi Mohan | Bank of America | 7 (14%) |
| Joe Spak | UBS | 7 (14%) |
| Scott Davis | Melius Research | 7 (14%) |
| Will Stein | Truist Securities | 7 (57%) |
| Amit Daryanani | Evercore ISI | 7 (0%) |
| Mark Delaney | Goldman Sachs | 7 (0%) |
| Asiya Merchant | Citigroup | 6 (0%) |
| Steve Fox | Fox Advisors | 6 (17%) |
| Joe Giordano | TD Cowen | 6 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage 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%) |
Revenue surged 22% to $4.7 billion with record adjusted EPS of $2.72, over 30% above prior year, as growth broadened across both segments with record orders exceeding $5 billion. AI revenue was raised $200 million for FY2026 versus the Investor Day view while industrial segment margins expanded over 500 basis points to 23%. Factory automation recovery broadened across all regions and auto content growth reached the high end of the 4-6% long-term target range.
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% | |
| 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 | +11.8% | |
| KEYS Keysight Technologies | 10 | +31.7% | |
| SNDK Sandisk Corporation | 9 | +251.0% | |
| TDY Teledyne Technologies | 8 | +7.6% | |
| TRMB Trimble Inc. | 9 | +11.8% |