Eaton Corporation (NYSE:ETN) Q4 2025 Earnings call February 03, 2026 11:00 AM ET Speaker3day and welcome to the Eaton fourth quarter 2025 earnings results. At this time, all participants are in a listen-only mode. After the speaker's presentation, there'll be a question-and-answer session. To ask a question, please press star 11. To remove yourself from the queue, please press star 11 again. As a reminder, this call may be recorded. I would like to turn the call over to Yan Jin, Senior Vice President of Inv ...

苏州中行将普惠金融服务深度嵌入当地科创链条和产业生态，使金融供给与实体经济需求更为匹配，真 正实现金融活水的精准滴灌。据统计，截至2025年末，苏州中行已为近2600户"专精特新"小微企业提供 超163亿元普惠贷款支持，国家级、省级"专精特新"企业授信覆盖率近35%。（李优） 编辑：赵鼎 当前，苏州中行"专特贷"普惠金融服务正加速嵌入苏州当地科技型企业的经营发展之中，推动金融创新 与科技创新和产业创新深度融合。昆山某电业制品公司是一家专注于新型机电元件制造的高新技术企 业，长期服务消费电子制造领域的多家知名企业。但因下游订单回款周期长、上游原料垫付压力大，企 业短期营运资金需求快速上升。苏州中行在走访过程中了解到企业现实融资诉求，借助知识产权、纳税 表现及外部资质等综合表现，重新评估企业的可贷能力，为企业精准匹配"专特贷"场景授信方案，解决 企业营运资金周转量大的经营难题。 在常熟，某新材料科技公司是当地一家"小巨人"企业，主要从事钛、镍基合金及不锈钢等带管材料的研 发制造，产品广泛应用于航空航天、军工、核电等高精尖领域，其自主研发的"多体系认证+全流程质 检"模式保障了企业产品良率稳定性，满足下游客户对产品 ...

Q4 2025 Earnings Release January 28, 2026 DISCLAIMERS Important Information About Littelfuse, Inc. This presentation does not constitute or form part of, and should not be construed as, an offer or solicitation to purchase or sell securities of Littelfuse, Inc. and no investment decision should be made based upon the information provided herein. Littelfuse strongly urges you to review its filings with the Securities and Exchange Commission, which can be found at investor.littelfuse.com. This website also pr ...

This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. TE Connectivity's Earnings Show AI Trade Is Alive and Well By Al Root In this article TEL SPX DJIA TE Connectivity Things are good for electrical components maker TE Connectivity right now. The numbers and guidance issued o ...

Core Insights - ClearBridge Investments released its fourth-quarter 2025 investor letter for the ClearBridge Large Cap Growth Strategy, emphasizing an investment philosophy focused on undervalued leading companies with growth potential [1] Performance Summary - Large-cap stocks showed strength in the quarter, driven by strong earnings growth from mega-cap companies and enthusiasm for generative AI [1] - The ClearBridge Large Cap Growth Strategy underperformed the Russell 1000 Growth Index by approximately 900 basis points for the year and lagged behind the benchmark by about 170 basis points during the fourth quarter [1] Company Focus: Eaton Corporation plc - Eaton Corporation plc (NYSE:ETN) is highlighted as a key stock, with a one-month return of -7.90% and a 52-week loss of 6.50% [2] - As of January 7, 2026, Eaton's stock closed at $322.67 per share, with a market capitalization of $125.615 billion [2] Investment Analysis - The ClearBridge Large Cap Growth Strategy's diversified exposure to AI through Eaton, Accenture, and Equinix did not significantly add value in 2025 [3] - Eaton has faced supply constraints that limit its growth potential and ability to increase prices [3] Market Sentiment - Eaton Corporation plc is not among the 30 most popular stocks among hedge funds, with 72 hedge fund portfolios holding the stock at the end of Q3 2025, down from 74 in the previous quarter [4] - Eaton reported quarterly earnings of $7 billion for Q3 2025, with a margin increase of 70 basis points to reach 25% [4]

Core Insights - TimesSquare Capital Management's "U.S. Focus Growth Strategy" reported a gross return of 4.00% and a net return of 3.78% for Q3 2025, outperforming the Russell Midcap Growth Index's return of 2.78% [1] - Amphenol Corporation (NYSE:APH) is highlighted as a key investment, with a one-month return of -2.34% but a significant 71.52% increase over the past 52 weeks, closing at $129.24 per share with a market capitalization of $158.197 billion [2] - The company is recognized for its strong performance in the Information Technology sector, particularly in critical system provision and productivity-enhancing systems, with a notable 25% gain following a strong earnings report [3] Financial Performance - Amphenol Corporation's Q3 sales increased by 53% in US dollars and 52% in local currencies, reaching $6.194 billion [4] - The company contributed positively to the Baron Asset Fund's performance in Q3 2025, driven by rising expectations in data center spending due to accelerating AI adoption [5] Investment Sentiment - Despite Amphenol's strong performance, it is not among the top 30 most popular stocks among hedge funds, with 89 hedge fund portfolios holding the stock at the end of Q3, up from 81 in the previous quarter [4] - There is a belief that certain AI stocks may offer greater upside potential compared to Amphenol, indicating a competitive investment landscape [4]

Core Insights - Vertiv Holdings, based in Ohio, has gained attention due to its products for data centers amid the AI boom, transitioning from a lesser-known company to a more exciting investment opportunity [1] - The stock has experienced increased volatility, currently sitting more than 10% off its recent highs, raising questions about its performance for both short-term and long-term shareholders [2] One-Year Performance - Over the past year, Vertiv's stock initially rose by 20.8% in January but faced a significant decline, dropping 53.2% by April. However, it has since recovered and is now up 40.8% year-over-year, outperforming the S&P 500, which returned 13.4% [3][5] Three-Year Performance - Vertiv's stock has shown remarkable growth, with a three-year return of 1,110%, significantly surpassing the S&P 500's 68.3% return during the same period [4] Five-Year Performance - The five-year return for Vertiv stands at 822.3%, still outperforming the S&P 500's 86.7% return, but this is nearly 300 percentage points lower than its three-year return, indicating a decline in growth momentum [4] Historical Context - The decline in Vertiv's stock in 2022 was attributed to a poor Q4 2021 earnings report, where the company reported a $3.9 million operating loss compared to a $120 million profit the previous year, alongside a 95% drop in free cash flow, leading to a 67% decline in share price at one point [6]

Self-help can be one of the best antidotes to weaker end-market trends, and that’s certainly been helping Rexel SA ( OTCPK:RXEEY ) ( OTCPK:RXLSF ) (RXL.PA) this year. While strong demand for electrical components for dataAnalyst’s Disclosure:I/we have a beneficial long position in the shares of RXL.PA, ABBNY either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I ha ...

Core Insights - Amphenol (APH) and TE Connectivity (TEL) are leading global manufacturers of electrical connectors, sensors, and interconnect systems, serving critical markets such as automotive, industrial, aerospace, and communications [1][2] - Both companies are benefiting from long-term trends including vehicle electrification, data-center growth, and the demand for high-speed connectivity [2] Amphenol Overview - Amphenol reported record sales of $6.2 billion in Q3, a 53% increase year-over-year, with 41% organic growth and $6.1 billion in orders [3][4] - The company achieved a record operating margin of 27.5%, with adjusted EPS growing by 86% and free cash flow reaching $1.2 billion [3] - Amphenol's IT datacom business, now 37% of total sales, more than doubled due to strong AI-related demand [4] - Future opportunities include AI growth, defense spending, recovery in commercial aerospace, and electric vehicle transitions, with projected Q4 earnings between $0.89 and $0.91 per share [5][6] TE Connectivity Overview - TE Connectivity reported record Q4 revenues of $4.75 billion, a 17% year-over-year increase, with adjusted EPS rising 25% to $2.44 [7] - The company’s Industrial Solutions segment saw significant growth, with Digital Data Networks increasing by 80% and generating over $900 million in AI-related revenues [8] - TE Connectivity anticipates double-digit growth in Q1 of fiscal 2026, with sales up 17% and adjusted EPS up 23% [10] Comparative Performance - Year-to-date, Amphenol shares have increased by 98.4%, outperforming TE Connectivity's 55.5% increase [12] - Amphenol's shares are trading at a forward Price/Sales ratio of 6.67X, compared to TEL's 3.42X, reflecting its faster revenue and earnings growth [15] - The Zacks Consensus Estimate for Amphenol's 2025 earnings is $3.29 per share, indicating a 74.07% year-over-year increase, while TEL's estimate for fiscal 2026 is $10.56 per share, reflecting a 20.55% increase [18][20] Investment Outlook - Amphenol is positioned as the stronger stock due to its robust revenue and earnings growth, exceptional operating margins, and dominant position in AI-driven datacenter interconnects [21] - TE Connectivity, while steady, faces uneven end-market exposure, making Amphenol a more compelling buy in the current market [21]

Important Information About Littelfuse, Inc. This presentation does not constitute or form part of, and should not be construed as, an offer or solicitation to purchase or sell securities of Littelfuse, Inc. and no investment decision should be made based upon the information provided herein. Littelfuse strongly urges you to review its filings with the Securities and Exchange Commission, which can be found at investor.littelfuse.com. This website also provides additional information about Littelfuse. Q3 202 ...