Reuters TechnologyCodex · 实盘不做把握 6/10
北京时间·🕒 发布 18:13:23时区推断·⟳ 抓取 18:42:05·⚡ 决策 07-22 19:06:10 +24m05s·96.9 天前
TE Connectivity三季度业绩与四季度指引小幅超预期，称AI数据中心需求拉动订单
TE Connectivity三季度收入51.6亿美元、调整后EPS 2.94美元，分别高于市场预期约50.0亿美元和2.84美元。
📄 原文Reuters Technology↗ 原文
Electronic equipment maker TE Connectivity (TEL.N) on Wednesday forecast fourth-quarter profit and revenue above Wall S…
不做 TE Connectivity（TEL.US）
同一TE Connectivity财报和四季度指引小幅超预期催化已在近6小时处理库命中且结论为不做；本次披露属于排期财报，超预期幅度有限，公告前一日已涨2.89%，不重复出卡也不追开盘。
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三季度收入51.6亿美元、调整后EPS 2.94美元，分别高于市场预期约50.0亿美元和2.84美元。
- 公司四季度收入指引约52.5亿美元、调整后EPS 3.05美元，分别小幅高于LSEG一致预期51.6亿美元和2.96美元。
- 订单同比增加逾10亿美元至57亿美元，AI相关数据中心和能源基础设施客户需求是主要支撑。
主要风险
- 这是财报日常规披露，收入和EPS超预期幅度约2%至4%，相对TE Connectivity的大盘工业属性更像确认而非强短线重定价。
- TEL.US公告前一日已上涨2.89%，近5日上涨4.0%，存在财报前预期交易和开盘高开低走风险。
反向证据
- 做多前查反向 · 来源 kb_search · 日期 2026-07-22 · 影响 weakens
内部KB未命中针对TE Connectivity本次AI订单指引的强增量敞口材料，更多是AI基础设施宏观和相邻产业链研报。
检索:TE Connectivity AI data center connector orders guidance July 2026
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原文全文
展开原文 · 1,878 字
Electronic equipment maker TE Connectivity (TEL.N) on Wednesday forecast fourth-quarter profit and revenue above Wall Street expectations, betting on a boom in demand for its AI-related tools and products.
Growing demand for AI-related tools and products has boosted investments in data centers and network equipment globally, benefiting companies like TE, which produces electrical connector systems used in data centers.
CEO Terrence Curtin told Reuters in an interview that the company would stick to its strategy of passing on higher raw material costs through price hikes to protect its margins, as the cost of oil-based products such as resins remains elevated amid renewed fighting between the U.S. and Iran.
When asked about tariff refunds, Curtin said the company had applied for them and has not "gotten big money back," adding that it would return the refunds to customers, rather than offering broad price cuts.
Here are some more details:
TE's orders in the quarter rose by more than $1 billion to $5.7 billion, compared with a year ago, supported by increased business in its AI-facing customers such as data centers and the broader energy infrastructure, the company said.
"Our orders are up 70% this year, building strong backlog into next year," Curtin said.
The company forecast an adjusted profit of $3.05 per share for the current quarter, compared with analysts' expectations of $2.96 per share, according to data compiled by LSEG.
It expects fourth-quarter revenue to be about $5.25 billion, above analysts' estimate of $5.16 billion.
Revenue for the third quarter grew 14% to $5.16 billion, driven by growth in its industrial and transportation segments.
Analysts, on average, expected revenue of $5 billion.
TE reported adjusted profit of $2.94 per share for the quarter ended June 26, beating estimates of $2.84 per share.
Growing demand for AI-related tools and products has boosted investments in data centers and network equipment globally, benefiting companies like TE, which produces electrical connector systems used in data centers.
CEO Terrence Curtin told Reuters in an interview that the company would stick to its strategy of passing on higher raw material costs through price hikes to protect its margins, as the cost of oil-based products such as resins remains elevated amid renewed fighting between the U.S. and Iran.
When asked about tariff refunds, Curtin said the company had applied for them and has not "gotten big money back," adding that it would return the refunds to customers, rather than offering broad price cuts.
Here are some more details:
TE's orders in the quarter rose by more than $1 billion to $5.7 billion, compared with a year ago, supported by increased business in its AI-facing customers such as data centers and the broader energy infrastructure, the company said.
"Our orders are up 70% this year, building strong backlog into next year," Curtin said.
The company forecast an adjusted profit of $3.05 per share for the current quarter, compared with analysts' expectations of $2.96 per share, according to data compiled by LSEG.
It expects fourth-quarter revenue to be about $5.25 billion, above analysts' estimate of $5.16 billion.
Revenue for the third quarter grew 14% to $5.16 billion, driven by growth in its industrial and transportation segments.
Analysts, on average, expected revenue of $5 billion.
TE reported adjusted profit of $2.94 per share for the quarter ended June 26, beating estimates of $2.84 per share.
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