TE Connectivity beats Q1 sales estimates on strong AI demand

Reuters01-21 19:10

TE Connectivity beats Q1 sales estimates on strong AI demand

Overview

Industrial tech firm's fiscal Q1 sales rose 22%, beating analyst expectations
Adjusted EPS for fiscal Q1 increased 33%, exceeding analyst expectations
Company reported record quarterly orders of $5.1 bln, up 28% yr/yr

Outlook

Company expects Q2 FY26 sales of approximately $4.7 bln, up 13% year over year
TE Connectivity projects Q2 FY26 adjusted EPS of approximately $2.65, up 20% year over year
Company anticipates continued growth from investments in AI and next-generation vehicles

Result Drivers

SEGMENT GROWTH - Sales growth driven by Industrial and Transportation segments, with Industrial Solutions showing a 38% increase
INVESTMENT IMPACT - Growth from investments in data and power connectivity for AI, energy grid hardening, and vehicles
RECORD ORDERS - Record orders of $5.1 billion, reflecting strong demand and market position

Key Details

Metric	Beat/Miss	Actual	Consensus Estimate
Q1 Sales	Beat	$4.67 bln	$4.53 bln (17 Analysts)
Q1 Adjusted EPS	Beat	$2.72	$2.55 (17 Analysts)
Q1 EPS from continuing operations		$2.53
Q1 Net Income		$750 mln

Press Release: ID:nPn70496xa

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.</p><p>(This story was created using Reuters automation and AI based on LSEG and company data. 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US Aggressive Growth A Acc USD"},"translate_title":"由于人工智能需求强劲，TE Connectivity第一季度销售超出预期","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TEL":0.9},"content_text":"TE Connectivity beats Q1 sales estimates on strong AI demandOverviewIndustrial tech firm's fiscal Q1 sales rose 22%, beating analyst expectationsAdjusted EPS for fiscal Q1 increased 33%, exceeding analyst expectationsCompany reported record quarterly orders of $5.1 bln, up 28% yr/yrOutlookCompany expects Q2 FY26 sales of approximately $4.7 bln, up 13% year over yearTE Connectivity projects Q2 FY26 adjusted EPS of approximately $2.65, up 20% year over yearCompany anticipates continued growth from investments in AI and next-generation vehiclesResult DriversSEGMENT GROWTH - Sales growth driven by Industrial and Transportation segments, with Industrial Solutions showing a 38% increaseINVESTMENT IMPACT - Growth from investments in data and power connectivity for AI, energy grid hardening, and vehiclesRECORD ORDERS - 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