| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q2'26 | July 31, 2026 | 7/12 | 2 high, 4 medium, 1 low flags | 4 | 1 | Call sheet → |
| Q1'26 | May 5, 2026 | 12/12 | 1 medium, 6 low flags | 1 | 0 | Call sheet → |
| Q4'25 | February 3, 2026 | 10/12 | - | 7 | 0 | Call sheet → |
| Q3'25 | 2025-11-04 | 10/12 | 1 high, 2 medium, 4 low flags | 6 | 0 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q2'26 | Missed | Maintain aerospace double-digit growth Only 7% organic in Q2, relied on acquisition for total growth |
| Q2'26 | Exceeded | Organic growth 9-11% for full year Raised to 11-13%, already at 14% in Q2 |
| Q2'26 | Pending | Exit 2026 with margins north of 30% At 27.5% now, needs 250+ bps in H2 |
| Q2'26 | Delivered | Close UltraPCS and Boyd ahead of schedule Both closed in Q1 as stated |
| Q2'26 | Pending | Boyd $1.7B or better full year revenue Raised to $1.8B, Q2 at $432M suggests overdelivery likely |
| Q2'26 | Delivered | Sequential margin improvement starting Q2 27.5% vs 25.6% in Q1, up 190 bps as promised |
| Q2'26 | Exceeded | Electrical Americas organic growth 13% midpoint Delivered 18% organic, crushed it |
| Q1'26 | Pending | Mobility spin by Q1 2027 On track, more specific timeline than before |
| Q1'26 | Exceeded | Boyd to deliver $1.7B revenue in 2026 Now saying 'meet or exceed' after strong Q1, upgraded confidence |
| Q1'26 | Pending | 32% margin target by 2030 for Americas Explicitly recommitted to this long-term target |
| Q1'26 | Pending | Exit 2026 with margins north of 30% in Americas Reaffirmed this specific target, no hedging language |
| Q1'26 | Pending | Sequential margin improvement starting from Q2 Guiding +150 bps Q1 to Q2, maintaining this commitment from last quarter |
| Q1'26 | Pending | Q1 will be the trough for Electrical Americas margins Q1 came in at 25.6%, they're guiding 150 bps improvement for Q2 - tracking to deliver |
| Q4'25 | Delivered | Ultra PCS closing by end of 2025 Closed in January 2026 as guided |
| Q4'25 | Delivered | 2025 adjusted EPS guidance $11.97-$12.17 Reaffirmed in Q3, delivered on commitment |
| Q4'25 | Delivered | Aerospace margin expansion continuing 24.1% margins, up 120 bps YoY, on track to 27% by 2030 target |
| Q4'25 | Exceeded | Book-to-bill above 1.1 for combined electrical Achieved 1.2 quarterly, 1.1 LTM with accelerating momentum |
| Q4'25 | Delivered | Strong momentum in Q4 orders Q4 orders up more than 50% - confirmed strong October and pipeline visibility |
| Q4'25 | Exceeded | Data center orders accelerating 70% in Q3 Delivered 200% growth in Q4 - massive beat on acceleration |
| Q4'25 | Delivered | All-time record level of orders booked in 2025 Confirmed: record orders with 16% LTM growth acceleration in Electrical Americas |
| Q3'25 | Exceeded | Ultra PCS closing first half 2026 Now expect Q4 2025 close, earlier than guided |
| Q3'25 | Delivered | Fibrebond exceeding initial expectations Revenue run rate jumped from $378M to $560M since acquisition |
| Q3'25 | Exceeded | Strong order acceleration in Q3 EA orders accelerated to +7% LTM from +2%, with strong Q4 visibility |
| Q3'25 | Delivered | Tariff costs offset by end of year Management confirmed tariff costs now covered and not dilutive to margins |
| Q3'25 | Exceeded | Book-to-bill higher than 1 for the year Delivered 1.2 book-to-bill in Q3, raised confidence for full year |
| Q3'25 | Delivered | Adding capacity in second half to support growth 6 facilities ramping as promised, though with admitted inefficiencies |
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