Core Insights - TE Connectivity (TEL) shares increased by 3.4% to $244.13, following a period of 4.4% loss over the past four weeks, indicating a potential recovery in stock performance [1] - The company is experiencing growth in its Industrial Solutions segment, driven by strong demand for artificial intelligence (AI) and cloud applications [1] Earnings Expectations - TE Connectivity is projected to report quarterly earnings of $2.54 per share, reflecting a year-over-year increase of 30.3% [2] - Expected revenues for the upcoming quarter are $4.51 billion, which is a 17.5% increase compared to the same quarter last year [2] Earnings Estimate Revisions - The consensus EPS estimate for TE Connectivity has been slightly revised higher in the last 30 days, which typically correlates with stock price appreciation [3] - The stock currently holds a Zacks Rank of 2 (Buy), indicating positive market sentiment [3] Industry Comparison - TE Connectivity is part of the Zacks Electronics - Miscellaneous Components industry, where CTS (CTS) also operates [3] - CTS has a consensus EPS estimate of $0.6, unchanged over the past month, representing a year-over-year change of 13.2% [4] - CTS currently holds a Zacks Rank of 4 (Sell), contrasting with TE Connectivity's stronger position [4]

Core Insights - Donaldson Company, Inc. (DCI) reported adjusted earnings of 94 cents per share for Q1 fiscal 2026, surpassing the Zacks Consensus Estimate of 93 cents, reflecting a year-over-year increase of 13.3% [1] - Total revenues reached $935.4 million, exceeding the Zacks Consensus Estimate of $924 million, with a year-over-year growth of 3.9% [2] Revenue Results - Revenue breakdown shows a 0.6% decline in the United States/Canada, while Europe, the Middle East, and Africa saw a 9.1% increase, and Latin America increased by 5.9%. The Asia Pacific region improved by 6.6% [2] - Mobile Solutions segment, accounting for 64% of net sales, generated $598.3 million, up 4.5% year-over-year, with Off-Road sales rising 6.1% and On-Road sales declining 27.1% [3] - Industrial Solutions segment revenues were $257.8 million, a slight increase of 0.1% year-over-year, impacted by a 7.1% decline in Aerospace and Defense [4] - Life Sciences segment revenues increased by 13.1% year-over-year to $79.3 million, driven by new equipment and replacement part sales in the food and beverage sector [4] Margin Profile - Cost of sales rose 4.5% year-over-year to $606.6 million, while gross profit increased by 2.9% to $328.8 million, resulting in a gross margin of 35.2%, down 30 basis points due to inflation and inventory valuation issues [5] - Operating expenses decreased by 4.9% year-over-year to $179.5 million, leading to a 14.2% increase in operating profit to $149.3 million, with an operating margin of 16%, up 150 basis points [5] Balance Sheet & Cash Flow - Cash and cash equivalents at the end of Q1 were $210.7 million, up from $180.4 million in the previous quarter, while long-term debt increased to $671.5 million from $630.4 million [7] - The company generated net cash of $125.4 million from operating activities, a 72% increase year-over-year, with free cash flow rising 154.7% to $122 million [8] FY26 Outlook - For fiscal 2026, DCI expects adjusted EPS in the range of $3.95-$4.11, with sales growth anticipated between 1-5% from fiscal 2025 levels [11] - Segment-wise, Mobile Solutions sales are expected to be flat to increase by 4%, Industrial Solutions by 2-6%, and Life Sciences by 1-5% [12] - Capital expenditure is projected between $65 million and $85 million, with free cash flow conversion expected to be in the range of 85-95% [13]

Core Insights - TE Connectivity (TEL) reported adjusted earnings of $2.44 per share for Q4 fiscal 2025, a 25.1% increase year-over-year, surpassing the Zacks Consensus Estimate by 6.55% [1][8] - Net sales reached $4.75 billion, exceeding consensus estimates by 4.28% and reflecting a 17% increase year-over-year, with 11% organic growth [1][8] - The growth was primarily driven by the Industrial and Transportation segments, with orders increasing to $4.7 billion, up 22% year-over-year [2][3] Q4 Financial Performance - The Transportation solutions segment generated revenues of $2.41 billion, accounting for 50.8% of net sales, with a year-over-year increase of 3.6% [3] - Automotive sales rose by 4% year-over-year, supported by strong demand in Asia, while sensor sales declined by 4% [3] - The Industrial Solutions segment reported revenues of $2.33 billion, representing a 34% increase year-over-year [4] Segment Performance - Digital Data Networks, Automation & Connected Living, Aerospace, Defense and Marine, and Energy segments saw significant year-over-year growth of 80%, 15%, 9%, and 83%, respectively [5] - The Medical sector experienced a decline of 16% [5] Operating Metrics - GAAP gross margin expanded by 100 basis points to 35% year-over-year [6] - Selling, general, and administrative expenses decreased to 10.4% of net sales, down 20 basis points [6] - Adjusted operating margin increased by 130 basis points to 19.9% [6] Balance Sheet and Cash Flow - As of September 26, 2025, cash and cash equivalents rose to $1.25 billion from $672 million [7] - Long-term debt slightly decreased to $4.842 billion [7] - Cash generated from operations was $1.4 billion, up from $1.2 billion in the previous quarter [7][9] Q1 Guidance - For Q1 fiscal 2026, TEL expects net sales to increase by 17% year-over-year to $4.5 billion, with adjusted earnings projected at $2.53 per share, indicating a 23% growth [10]

Core Insights - TE Connectivity (TEL) reported a revenue of $4.75 billion for the quarter ended September 2025, marking a year-over-year increase of 16.7% and exceeding the Zacks Consensus Estimate of $4.55 billion by 4.28% [1] - The company's EPS for the same period was $2.44, up from $1.95 a year ago, surpassing the consensus EPS estimate of $2.29 by 6.55% [1] Financial Performance - Net Sales in Industrial Solutions reached $2.34 billion, exceeding the average estimate of $2.17 billion by four analysts, representing a significant year-over-year increase of 98% [4] - Net Sales in Transportation Solutions amounted to $2.41 billion, slightly above the estimated $2.38 billion, reflecting a year-over-year growth of 4.4% [4] - Adjusted Operating Income for Industrial Solutions was reported at $475 million, surpassing the average estimate of $424.51 million [4] - Adjusted Operating Income for Transportation Solutions was $468 million, slightly below the average estimate of $475.69 million [4] Stock Performance - TE Connectivity's shares have returned +7.8% over the past month, outperforming the Zacks S&P 500 composite's +3.8% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]