Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Loading
Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Industry-level sentiment and macro signals, built from public earnings calls. Part of the Technology sector.
Showing calendar 2026 Q2Free· the newest quarter (2026 Q3) is Pro.
Industry Sentiment Index · Calendar 2026 Q2
As of 2026 Q2, the Tellvest aggregate earnings-call sentiment for the Electronic Components & Connectors industry is 8.8/10 across 5 companies.
2024 Q4–2026 Q2. Each earlier point averages the available scores of this quarter’s 5-company panel in that quarter; companies without a score in an earlier quarter don’t contribute, so the number behind each point can vary.
Earnings-call analysis · calendar 2026 Q2
What management and analysts said on calls mapped to this calendar quarter.
Amphenol (APH) grew sales 55%, and the industry's average sentiment score still did not move. It held at 8.8 because none of the five companies changed score, with four at 9 and TE Connectivity (TEL) at 8. The change this quarter sits in the themes. Pricing pressure showed up on more calls, rising from 1 to 2 (Amphenol and Corning), while cost pressure eased from 3 to 2 (Flex and Corning). The AI data center build-out ran through every call, and the soft spots were consumer devices and telecom networks.
Market context
Public price data. It covers the trailing year to the latest close, not calendar 2026 Q2.
Method
A composite score derived from averaging overall earnings sentiment across all analyzed companies in this industry for the selected calendar quarter. Score is 0–10 (10 = most positive).
| Signal | Companies | Direction breakdown |
|---|---|---|
| AI & Tech | 5 | 5 |
| CAPEX | 3 | 3 |
% change over the trailing year, log scale. 1Y and YTD are each name’s own price return. Equal-weight: average of every full-history member, weighted equally, not rebalanced.