🔹 Revenue: $7.10B (Est. $7.10B) 🟡; +13% YoY
🔹 Adj. EPS: $3.33 (Est. $3.32) 🟢; +18% YoY
🔹 Backlog: +29% YoY (Electrical) | +16% YoY (Aerospace)
🔹 Book-to-bill: 1.10
FY26 Guidance:
🔹 Adj. EPS: $13.00–$13.50 (Est. $13.52) 🔴
🔹 Organic growth: +7% to +9%
🔹 Segment margins: 24.60%–25.00%
Q1'26 Guidance:
🔹 Adj. EPS: $2.65–$2.85
🔹 Organic growth: +5% to +7%
🔹 Segment margins: 22.20%–22.60%
Segment Performance:
🔹 Electrical Americas Sales: $3.51B; +21% YoY
🔹 Electrical Global Sales: $1.73B; +10% YoY
🔹 Aerospace Sales: $1.11B; +14% YoY
🔹 Vehicle Sales: $586.00M; -9% YoY
🔹 eMobility Sales: $125.00M; -15% YoY
Financials:
🔹 Segment margins: 24.90%
🔹 FY25 Sales: $27.45B; +10% YoY
🔹 FY25 Adj. EPS: $12.07; +12% YoY
🔹 Operating cash flow (Q4): $2.00B
🔹 Free cash flow (Q4): $1.60B
Commentary:
🔸 “Electrical and Aerospace were standout drivers, contributing to sustained backlog growth and a book-to-bill ratio of 1.1.”