โ
๐ ๐๐๐ฌ๐ฎ๐ฅ๐ญ๐ฌ
โข Adj. EPS: $0.80 (Est. $0.73) โ , +74% YoY.
โข Revenue: $10.2B (Est. $9.49B) โ , +65% YoY.
โข GAAP EPS: $0.79, +61% YoY.
โข Organic Revenue Growth: +37% YoY.
โข Orders: $12.2B, book-to-bill 1.19x.
โข Adj. Operating Margin: 29.7%.
โข Operating Cash Flow: $2.1B.
โข Free Cash Flow: $1.6B.
โ
๐ฏ ๐๐ฎ๐ข๐๐๐ง๐๐
โข Q4 2026 Revenue: $10.3Bโ$10.5B, midpoint $10.4B (Est. $9.83B) โ .
โข Q4 2026 Adj. EPS: $0.81โ$0.83, midpoint $0.82 (Est. $0.76) โ .
โข FY2026 Revenue: $36.9Bโ$37.1B, midpoint $37.0B (Est. $35.66B) โ .
โข FY2026 Adj. EPS: $2.82โ$2.84, midpoint $2.83 (Est. $2.69) โ .
โ
๐ ๐๐๐ฒ ๐๐๐ค๐๐๐ฐ๐๐ฒ๐ฌ
โข Q3 Adj. EPS beat consensus by ~9.6%, while revenue exceeded estimates by ~7.5%.
โข Record orders of $12.2B exceeded quarterly sales by approximately $2.0B.
โข IT datacom continued delivering exceptional organic growth, supported by AI infrastructure demand.
โข CommScope FY2026 sales outlook raised to $5.1B from $4.6B, with expected EPS accretion increased to $0.18 from $0.15.
โข FY2026 revenue guidance midpoint stands ~3.8% above consensus, with adjusted EPS ~5.2% higher.
โข Announced a new $4B share repurchase program and raised the quarterly dividend 20% to $0.15.
โข Completed the Empire Electronics acquisition and signed three additional acquisition agreements, with a combined purchase price of ~$1.6B.
โ
๐ฌ ๐๐๐ง๐๐ ๐๐ฆ๐๐ง๐ญ ๐๐จ๐ฆ๐ฆ๐๐ง๐ญ๐๐ซ๐ฒ
โSales increased from prior year by 65%, driven by strong organic growth in most of our end markets, including continued exceptional organic growth in the IT datacom market, as well as contributions from the Companyโs acquisition program.โ