Q · NYSE
Consensus is $1.10 EPS for Sep 2026 across 3 estimates, ranging $1.09 to $1.13.
No consensus figures are on file, so the quarter cannot be assessed against analyst expectations. Revenue rose from $1.170 billion to $1.429 billion year over year, with both segments contributing: Semiconductor Technologies increased from $644 million to $744 million, while Interconnect Solutions grew from $526 million to $685 million. Despite the stronger top line, net income fell from $198 million to $136 million, and diluted EPS declined from $0.90 to $0.59. The filing does not provide segment or consolidated margin figures, preventing a direct margin comparison. Profitability was pressured by $42 million of transformation, integration and other charges, versus $2 million in the prior-year quarter, and by the higher effective tax rate of 31.7% versus 22.4%. Other expense was $27 million, including $42 million of indirect legacy costs, compared with $4 million of expense last year.
No financial guidance was given in the supplied material, and no comparison with a prior guide is available. Management said the multi-year transformation plan is intended to improve productivity, commercial and innovation effectiveness, and the company’s presence in key markets. It expects the majority of the program’s remaining cash outflows to occur over the next two years. Deferred revenue of $44 million classified as noncurrent is expected to be recognized when the related project is completed and commercial production begins, currently expected in 2027. The filing also cautions that interim results are not necessarily indicative of the full year.
