Overview
- Revenue reached $3.08 billion and adjusted EPS came in at $2.26 for Q4, both above LSEG-tracked estimates.
- Q1 fiscal 2026 guidance calls for $3.1 billion in revenue plus or minus $100 million and adjusted EPS of $2.29 plus or minus $0.10, ahead of consensus.
- Industrial sales rose 34% year over year to $1.43 billion, reflecting stronger spending in factory automation, defense, digital healthcare and energy infrastructure.
- The communications segment delivered $389.8 million in revenue, topping the $380.6 million estimate as management highlighted notable strength and healthy bookings.
- CFO Richard Puccio said fiscal 2026 could be shaped by macro uncertainty and tariffs, and recent EPS revisions have skewed positive over the past 90 days according to one report.