Reports Q3 revenue $7.83B, consensus $7.07B. “We delivered a strong third quarter, outperforming expectations across key end-markets such as cloud, data center infrastructure, and capital equipment,” said CEO Mike Dastoor. “Our Intelligent Infrastructure segment remains a critical growth engine, benefiting from accelerating AI-driven demand. Despite softness in areas like EVs, Renewables, and 5G, our diversified portfolio and operational discipline have us tracking toward record core earnings per share. Looking ahead, we remain focused on enhancing core margins, optimizing cash flow, and returning value to shareholders-primarily through share repurchases and targeted investments in higher-margin opportunities,” he added.
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