Sales Performance - Net sales increased by 21.7% in Q1 fiscal 2026, reaching $4.669 billion, driven by growth in Industrial Solutions (38.2%) and Transportation Solutions (10.0%) segments [82]. - Organic net sales growth was 15.0% in Q1 fiscal 2026 compared to the same period in fiscal 2025, with acquisitions contributing an additional 4.0% [82]. - The acquisition of Richards Manufacturing contributed $107 million to net sales in Q1 fiscal 2026 [82]. - Transportation Solutions segment net sales increased by $224 million, or 10.0%, in Q1 fiscal 2026 compared to Q1 fiscal 2025, driven by organic net sales growth of 7.0% and a positive impact from foreign currency translation of 3.0% [103]. - Industrial Solutions segment net sales increased by $609 million, or 38.2%, in Q1 fiscal 2026 compared to Q1 fiscal 2025, primarily due to organic net sales growth of 26.3% and a 9.5% contribution from acquisitions [107]. Financial Metrics - Gross margin increased by $379 million to $1.739 billion in Q1 fiscal 2026, with a gross margin percentage of 37.2% [89]. - Selling, general, and administrative expenses rose by $111 million to $538 million in Q1 fiscal 2026, representing 11.5% of net sales [92]. - Operating income for Q1 fiscal 2026 was $963 million, with an operating margin of 20.6% [96]. - Operating income for the Transportation Solutions segment rose by $55 million to $501 million in Q1 fiscal 2026, with an operating margin of 20.3% [104]. - Operating income for the Industrial Solutions segment increased by $218 million to $462 million in Q1 fiscal 2026, with an operating margin of 21.0% [108]. Cash Flow and Capital Expenditures - Cash provided by operating activities decreased by $13 million to $865 million in Q1 fiscal 2026 from $878 million in Q1 fiscal 2025, primarily due to changes in working capital levels [112]. - Capital expenditures were $258 million in Q1 fiscal 2026, with expectations for capital spending to be approximately 6% of net sales for the fiscal year [113]. Debt and Liabilities - Total debt as of December 26, 2025, was $5,708 million, showing a slight increase from $5,694 million as of September 26, 2025 [115]. - Total current liabilities increased to $1,369 million, up from $1,348 million [123]. - Total noncurrent liabilities increased to $11,262 million, compared to $10,033 million in the previous quarter [123]. Shareholder Returns - The company declared a quarterly cash dividend of $0.71 per ordinary share, payable on March 13, 2026 [119]. - The company repurchased ordinary shares valued at $406 million in Q1 fiscal 2026, maintaining $983 million of availability under the share repurchase authorization [120]. Assets - Total current assets increased to $1,283 million as of December 26, 2025, up from $1,236 million on September 26, 2025 [123]. - Total noncurrent assets rose to $3,223 million, compared to $2,465 million in the previous quarter [123]. Income and Recovery - Net income from continuing operations for the quarter ended December 26, 2025, was $13 million, a recovery from a loss of $197 million in the prior year [125]. Compliance and Legal Matters - The company has reserved an aggregate of $27 million related to potential unpaid duties, fees, and interest from a compliance investigation [131]. - The company does not expect legal proceedings to have a material adverse effect on its financial position or cash flows [130]. Market Outlook - Forward-looking statements indicate potential growth opportunities and risks related to market conditions and competition [140]. - The company reported organic net sales growth (decline) as a key performance measure, excluding impacts from foreign currency and acquisitions [136].

Group 1 - Telenor Group will present its fourth quarter 2025 results on February 6, 2026, at 09:00 CET [1] - The presentation will be conducted by Group CFO Torbjørn Wist due to the temporary absence of Group CEO Benedicte Schilbred Fasmer [1] - The presentation will be available via webcast only, with no live Q&A participation [1] Group 2 - Media are invited to attend the quarterly results presentation at Telenor's headquarters, followed by one-on-one interviews starting at approximately 10:15 CET [2] - Additional information for media inquiries can be obtained by emailing thomas.midteide@telenor.com [2]

Core Insights - TE Connectivity has been recognized on Fortune's World's Most Admired Companies list for the ninth consecutive year, reflecting its strong reputation in the global business community [1][2]. Company Performance - The CEO of TE Connectivity, Terrence Curtin, emphasized the importance of strong engineering capabilities and commitment to excellence in helping businesses compete and succeed in a rapidly advancing technological landscape [2]. - TE Connectivity collaborates with global customers to advance critical technologies, including data centers for artificial intelligence, energy networks, next-generation transportation, and industrial automation [2]. Industry Recognition - The World's Most Admired Companies ranking is based on a survey of approximately 15,000 senior executives, directors, and analysts, evaluating companies across nine key criteria, including talent attraction and innovation [3]. - Companies that rank in the top half of their industry are considered the "most admired," with the rankings including the 1,000 largest U.S. companies by revenue and non-U.S. companies with revenues of $10 billion or more [3].

Core Viewpoint - Telenor has agreed to sell its 24.95% stake in True Corporation for approximately NOK 39 billion, marking a significant divestment after 25 years in Thailand [1][6]. Group 1: Transaction Details - The sale price is set at THB 11.70 per share, which represents a 36% increase from the closing price on the first trading day post-merger in March 2023, and a 4% premium to the last three months' volume-weighted average share price [7]. - Telenor will also have a mutual put/call option for the remaining 5.35% stake two years after the initial sale, priced at the higher of THB 11.70 per share or the market price at that time [1]. Group 2: Financial Implications - The proceeds from the sale of the 24.95% stake are expected to be THB 100.9 billion (approximately NOK 32.3 billion), with an additional THB 21.9 billion (approximately NOK 6.9 billion) anticipated from the option exercise [11]. - Telenor expects to recognize an accounting gain of approximately NOK 14.7 billion at the closing of the initial sale, with NOK 1.6 billion related to recycling historical currency translation differences [13]. Group 3: Strategic Context - This divestment aligns with Telenor's strategy for structural simplification and focuses on enhancing shareholder value through capital discipline and effective capital allocation [9][12]. - The sale follows Telenor's recent divestment of Telenor Pakistan, indicating a broader strategy to create structural value in Asia [8]. Group 4: Company Growth and Market Position - Telenor has established market leadership in Thailand over the past 25 years, significantly contributing to mobile connectivity for millions [4][6]. - The merger of dtac and True in 2023 created Thailand's largest telecom-tech company, positioning it for future investments in 5G, AI, and digital services [5].

Group 1 - TE Connectivity (NYSE:TEL) is a global leader in designing and manufacturing electronic components, serving industries such as automotive, industrial, and telecommunications [1] - The company is well-positioned to benefit from the increasing demand for advanced technologies, particularly in AI-related tools and products [1][3] - Competitors include companies like Amphenol and Molex, indicating a competitive landscape [1] Group 2 - Goldman Sachs analyst Mark Delaney set a price target of $306 for TEL, suggesting a potential upside of approximately 32.47% from the current trading price of $231 [2][6] - TE Connectivity has forecasted a second-quarter profit that exceeds Wall Street estimates, driven by significant demand for AI technologies [3][6] - The stock's current price is $231, with a trading range between $223.76 and $238.34, and a market capitalization of approximately $67.96 billion [4][6] Group 3 - Over the past year, TEL has experienced a high of $250.67 and a low of $116.30, indicating resilience and growth potential [5] - Today's trading volume for TEL is 3.52 million shares, reflecting strong investor interest in the company's future prospects [5]

Group 1: Halliburton (HAL) - Halliburton has exceeded quarterly expectations, reporting Q4 earnings per share (EPS) of $0.69, surpassing estimates of $0.54 by 27%, and Q4 sales of $5.65 billion, which is 4% above expectations of $5.4 billion [4] - The company is experiencing increased demand for oil-field services, particularly with the potential reopening of operations in Venezuela following political changes [2][3] - Halliburton's stock has risen nearly 30% over the last three months, reaching a new 52-week high of $33 per share, and was up 4% in a recent trading session [5] - The company generated $875 million in free cash flow (FCF) during Q4 and returned 85% of its FCF to shareholders through a $1 billion stock repurchase plan and dividends [6] - Halliburton has a 2.12% annual dividend yield, with a 33% increase in dividends over the last five years and a payout ratio of only 28%, indicating potential for further dividend hikes [7][9] Group 2: TE Connectivity (TEL) - TE Connectivity reported strong fiscal Q1 results, with sales increasing 22% year over year to $4.66 billion, exceeding estimates of $4.5 billion by 3% [10] - The company's Q1 EPS rose 33% to $2.72, beating expectations of $2.54 by 7%, and it reported record orders of $5.1 billion [10] - TE Connectivity returned 100% of its FCF of $608 million to shareholders through share repurchases and dividends, with an annual yield of 1.22% [11] - The company provided favorable guidance, expecting Q2 EPS and sales to increase by double digits, and projected AI-related revenue for the year to be $200 million more than initially expected [11] - TE Connectivity's stock is currently 7% from a 52-week high of $250 per share, showing resilience around its 50-day simple moving average [12] Group 3: Investment Considerations - Both Halliburton and TE Connectivity are considered viable long-term investments due to their reasonable valuations in terms of price to earnings and positive EPS revisions prior to their quarterly reports [13] - Their stock buybacks and dividends reflect confidence in future cash generation and a commitment to shareholder returns [13]

分组1 - TE Connectivity (TEL) reported quarterly earnings of $2.72 per share, exceeding the Zacks Consensus Estimate of $2.54 per share, and showing an increase from $1.95 per share a year ago, resulting in an earnings surprise of +7.09% [1] - The company achieved revenues of $4.67 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 3.62%, and up from $3.84 billion year-over-year [2] - TE Connectivity has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] 分组2 - The stock has increased approximately 2.5% since the beginning of the year, while the S&P 500 has declined by 0.7% [3] - The current consensus EPS estimate for the upcoming quarter is $2.56 on revenues of $4.68 billion, and for the current fiscal year, it is $10.61 on revenues of $19.02 billion [7] - The Zacks Industry Rank for Electronics - Miscellaneous Components is in the top 16% of over 250 Zacks industries, indicating a favorable outlook for the sector [8]

Core Viewpoint - TE Connectivity plc (NYSE:TEL) reported strong fiscal first-quarter results, showcasing significant growth in earnings and revenue, driven by strategic investments in connectivity solutions [1][2][3] Financial Performance - The company reported earnings per share (EPS) of $2.72, exceeding estimates of $2.54, representing over 30% growth [2][6] - Revenue reached approximately $4.67 billion, surpassing the estimated $4.54 billion, marking a 22% year-over-year increase with 15% organic growth [2][6] Strategic Investments - CEO Terrence Curtin highlighted that strategic investments in data and power connectivity, particularly in AI, energy grid hardening, and next-generation vehicles, are driving automotive content growth [3] - TEL's record quarterly orders exceeded $5 billion, positioning the company for continued strong growth and margin expansion [3] Market Valuation - The company has a price-to-earnings (P/E) ratio of approximately 36.83, indicating the market's valuation of its earnings [4][6] - The price-to-sales ratio stands at about 3.96, reflecting the market's valuation of its revenue [4] - The enterprise value to sales ratio is around 4.22, and the enterprise value to operating cash flow ratio is approximately 17.42 [4] Financial Stability - TEL's debt-to-equity ratio is approximately 0.45, suggesting a moderate level of debt relative to equity [5][6] - The current ratio is about 1.56, indicating the company's ability to cover short-term liabilities with short-term assets [5] - With an earnings yield of about 2.71%, TEL represents a solid return on investment, highlighting its financial stability and growth potential [5]

Group 1 - TE Connectivity is currently performing well, as indicated by their recent earnings report and guidance [2] - The company is a key player in the electrical components sector, benefiting from ongoing trends in artificial intelligence and technology [2]

Core Insights - TE Connectivity (TEL) reported first-quarter fiscal 2026 adjusted earnings of $2.72 per share, a 39.5% increase from the previous year, surpassing the Zacks Consensus Estimate by 7.09% [1][8] - Net sales reached $4.67 billion, exceeding the consensus estimate by 3.62% and reflecting a 22% increase year over year, with a 15% organic growth [2][8] - Orders rose to $5.1 billion, marking a 28% year-over-year increase and a 9% sequential rise, with a book-to-bill ratio of 1.1 compared to 1.05 in the prior year [2] Segment Performance - The Transportation solutions segment generated revenues of $2.47 billion, accounting for 52.8% of net sales, with a 10% year-over-year increase [3] - Automotive sales in the Transportation segment grew by 7% year over year, while commercial transportation sales surged by 16% [4] - The Industrial Solutions segment reported revenues of $2.20 billion, also 52.8% of net sales, with a 38% year-over-year increase [5] Operating Metrics - GAAP gross margin expanded by 180 basis points to 37.2%, while adjusted operating margin also increased by 180 basis points to 22.2% [6] - Selling, general, and administrative expenses rose to 11.5% of net sales, an increase of 40 basis points [6] Financial Position - As of December 26, 2025, cash and cash equivalents stood at $1.25 billion, with long-term debt at $4.86 billion [7] - TE Connectivity generated $865 million in cash from operations during the quarter, a decrease from $1.4 billion in the previous quarter [7][9] Future Guidance - For the second quarter of fiscal 2026, TE Connectivity anticipates net sales to increase by 13% year over year, projecting adjusted earnings of $2.65 per share, indicating a 20% growth [10]