🐦 推特Wall St EngineCodex · 实盘不做把握 8/10
北京时间·🕒 发布 18:06:15时区推断·⟳ 抓取 18:06:15·⚡ 决策 07-22 18:08:40 +2m25s·97.0 天前
TE Connectivity三季度业绩和四季度指引均高于预期
TE Connectivity本次披露的收入、调整后EPS、订单和四季度指引均高于市场预期，事件本身偏利好。
📄 原文Wall St Engine@wallstengine↗ 原文
TE CONNECTIVITY $TEL Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $5.16B (Est. $5.01B) 🟢; +14% YoY 🔹 Adj. EPS: $2.94 (Est. $2.8…
不做 TE Connectivity（TEL.US）
近1小时已处理过同一具体催化：07-22 18:02 ir_page《TE Connectivity发布2026财年三季度业绩，销售和EPS高于公司指引》；本条X推文只是重复转述，不重复建仓。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-22 · 扩散 medium · price-in 风险 medium ↗
关键理由
- TE Connectivity本次披露的收入、调整后EPS、订单和四季度指引均高于市场预期，事件本身偏利好。
- 但近1小时已处理过同一具体三季度业绩催化，当前Wall St Engine推文只是对同一业绩数据的转述，不应重复推卡。
主要风险
- 若后续公司电话会披露新的订单质量、AI/工业连接器增量或全年指引进一步上修，可作为新事实另行研判。
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原文全文
展开原文 · 1,203 字
TE CONNECTIVITY $TEL Q3’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $5.16B (Est. $5.01B) 🟢; +14% YoY
🔹 Adj. EPS: $2.94 (Est. $2.85) 🟢; +22% YoY
🔹 Orders: $5.7B; +27% YoY
🔹 Adjusted Operating Margin: 22%; +90 bps YoY
Q4 Guide:
🔹 Revenue: ~$5.25B (Est. $5.15B) 🟢; +11% YoY
🔹 Adj. EPS: ~$3.05 (Est. $2.96) 🟢; +18% YoY
🔹 GAAP EPS: ~$2.84; +27% YoY
Segment Net Revenue:
🔹 Transportation Solutions: $2.58B; +6.7% YoY
🔹 Industrial Solutions: $2.58B; +21.9% YoY
Other Q3 Metrics:
🔹 Organic Sales Growth: 12% (Est. 9.7%) 🟢
🔹 Free Cash Flow: $883M (Est. $594.9M) 🟢
🔹 Operating Cash Flow: $1.2B (Est. $1.03B) 🟢
Capital Return:
🔹 Returned to Shareholders (YTD): $2.0B
M&A:
🔹 Astrodyne TDI Acquisition: ~$1.4B, expected to add $250M+ in annual sales to Industrial Solutions
Comments:
🔸 “Our Industrial team delivered sales growth of over 20 percent, while Transportation increased sales by five percent organically by growing content with customers and outperforming end markets.”
🔸 “We are significantly outperforming our business model outlined during our Investor Day, setting us up for double-digit increases in sales and EPS for fiscal 2026 as well as strong growth and operating momentum as we head towards 2027.”
🔹 Revenue: $5.16B (Est. $5.01B) 🟢; +14% YoY
🔹 Adj. EPS: $2.94 (Est. $2.85) 🟢; +22% YoY
🔹 Orders: $5.7B; +27% YoY
🔹 Adjusted Operating Margin: 22%; +90 bps YoY
Q4 Guide:
🔹 Revenue: ~$5.25B (Est. $5.15B) 🟢; +11% YoY
🔹 Adj. EPS: ~$3.05 (Est. $2.96) 🟢; +18% YoY
🔹 GAAP EPS: ~$2.84; +27% YoY
Segment Net Revenue:
🔹 Transportation Solutions: $2.58B; +6.7% YoY
🔹 Industrial Solutions: $2.58B; +21.9% YoY
Other Q3 Metrics:
🔹 Organic Sales Growth: 12% (Est. 9.7%) 🟢
🔹 Free Cash Flow: $883M (Est. $594.9M) 🟢
🔹 Operating Cash Flow: $1.2B (Est. $1.03B) 🟢
Capital Return:
🔹 Returned to Shareholders (YTD): $2.0B
M&A:
🔹 Astrodyne TDI Acquisition: ~$1.4B, expected to add $250M+ in annual sales to Industrial Solutions
Comments:
🔸 “Our Industrial team delivered sales growth of over 20 percent, while Transportation increased sales by five percent organically by growing content with customers and outperforming end markets.”
🔸 “We are significantly outperforming our business model outlined during our Investor Day, setting us up for double-digit increases in sales and EPS for fiscal 2026 as well as strong growth and operating momentum as we head towards 2027.”
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