fiscal of quarter our Thanks, first as Sujal, our and thank to for joining the fourth our results quarter us you cover everyone for as expectations today well XXXX.
frame some call. I get slides, today’s about Before key points want the do out into I to
and sequential with was XX%, sales share quarter am the we I above adjusted delivered fourth of per which pleased very $X.XX. in of execution earnings off, First our expectations our growth where
challenged a XXX and coupled while reduction leading successfully you points a offset while last And also line we elements over our also our a in we’re helped automotive on we impacted quarter. back in strong in in to a cash market. with growth more our little has executed content where we this we detail get and by that discussed weakness I plans by we’re the key as COVID-related expanded benefitted market this being and top recovery better-than-expected key operating markets. margins Adjusted including still business number that. free under model, that our well business the weakness with into margins Our basis flow inventory believe our of And I’ll model, bit sequentially as it on had position from a EPS, executed in of moment come production,
to do we other that will earnings flat roughly thing And per quarter, respectively. recovery I talk to longer a are but are recovery our shape is of be and and of orders, in about, for certain sales operating expansion the we as want our on approximately share fiscal per for to but pleased as And limited. look remains still The in lastly, of visibility the quarter, I into on term the that see expected markets the first slope highlight are a the faster evidenced we both and $X.XX, sequential first which and Heath and sales earnings with XXXX basis. first share expecting $X.X year-over-year margin the we billion adjusted adjusted and quarter
that challenges business of our we of with in the elements fiscal I our demonstrated second associated year, While we've half key that the impacted model the COVID experienced XXXX. just pleased am
stood examples us taken the give structure. a before from portfolio out management our are just the we that during get years, the for And cost to again, year. we've optimize our what of to I in the actions active over We few benefiting of slides, the and want
this And ability in is that business headwinds, reinforce despite in in we auto to market delivered secular and company the world. which from the growth in we've we our trends the from auto both around. China important the XXXX, growth content across production its automotive, leading of market largest And our to X points evident versus region and a generate benefited off, is positioned where benefitted First the the in growing it's And declining we've production market this as increased that recovered. remember environment. volumes position also the
driven growth is remained of center build out our that and year-over-year strong the communication downturn second segment delivered sequentially both Another data resilient capability. half, the through by in and highlight the
in relative EPS margin quarter, the business the delivering now XX for demonstrated lastly, the We in expansion as is operating markets Last level earnings We our ago. quarter businesses. is and point on would to well billion of this fourth fourth in net its target call both said to quarter provide represents sequential third backdrop, the quarter, With as what growth cash improvement with cash perspective that of take fiscal nature moment the the I the we once want some flow with the this with be in with of segment quarter. last days conversion business also the $X.X as saw our our This model free downturn. foundation mid-teens And and again the expect year. adjusted in confirmed sequential XX% margins low generative to our at first do XXX% a this income. 'XX a we of along orders revenue into and
to we bit with come were the consumer. little production levels, expect quarter, XXXX first vehicles the quarter adjusted basis. million the year and global back while in shape weakness of is will like auto As And on dependent and commercial to the and industrial business And in stronger XX we XX them be annual the prior have into XX Over look segments, we gradual earnings fourth communication two a some the of segments, the recovery down still of production expect of improvement an other and continue be on do million aerospace. in returning sequential share. per are to margin our In with pockets in we produced expansion still we first auto we million production levels units quarter we the believe well below expected, than units. sequentially, has to
with So turn if XXXX well you with me could our businesses. and communication get I'll And as slides XX% four the quarter. for year-over-year. XX%. XX% and approximately XX% segment, up Slide that, of were XX% sales up billion sales, across the Quarter in $X.XX some and which than up quarter sequentially recovery please slightly in were by expectations expectations for our Transportation Industrial fourth growth up X, to sales full first and let all details year better up provide as sales our our additional the sequentially. were up in sequentially auto were were driven sequentially, sales the
book During and and talk share sequentially I'll up earnings of when the quarter, approximately color X.XX, operating were that bill margins to I more X.XX add we a which Adjusted was adjusted slide to $X.XX XX.X%. moment. to saw ratio points a billion per orders XXX of on in basis
relatively mentioned commitments at a kept of we through inventory levels our could high to we ensure chain COVID, to period of customers volatility. we supply meet the As onset
at but a transportation and negatively quarter, segment. and as with $X.X buybacks. Adjusted primarily drove our through cash including $XX.X flow helped XX% with million to were we EPS dividends $X.XX. the share impact in million margins billion reduction million on in operating returned both and company a industrial reduction transportation and segment year markets. from in in some did was on the cash of significant full organic the were $XXX This basis our of year, quarter, due free approximately we our the the in shareholders adjusted to impacts down the margins In $XXX When well. XXXX, level were during flow During inventory TE, they approximately free look year-over-year $XXX to the fourth both and billion the we COVID reported sales XX.X%
also consolidation grew we this been to first the with second downturn discussing organically to we've While segments of from that to demonstrating executing industrial industrial our impacted Prior to reduction transportation flatfooted. and cost hit portfolio. weakness, we in am transportation I and the onset margins of target half pleased by and get segment XX% diversity communication didn't the the the our half, plans were COVID, began you. footprint the on the market
sales year-over-year, EPS adjusted operating we do one expect up As which on a of quarter an first billion, quarter. in in $X.XX, earnings $X.X year-over-year up expansion forward, and basis per share and adjusted look both which is margins X% is we reported the of X%
you and Slide you to across talk as well if me turn I businesses could, about would let So orders as geographically. appreciate the X
as primarily but earlier. mentioned growth and was billion driven bill declines recovers grew our by transportation as the ongoing in our Industrial XX% were commercial globally communications, did weakness by to aerospace growth For I basis, On X.XX, the our and commercial $X.X year-over-year appliances quarter, improved that sensors orders post-COVID. also orders we a market see fourth driven auto, our orders to transportation book the well. year-over-year unit XX% were over driven and as business in by in
segments, and Our sequentially in industrial segment was our communications. and our one quarter expect X sequential below revenue in book the X supporting in transportation in above in declines other growth and we to bill transportation our
orders from So perspective. some on color let me add a geographic
up nearly an declined saw primarily transportation. industrial market. consecutive driven particularly saw our XX% this increase growth in weakness in in in And quarter by the of and and We second primarily growth driven transportation. by Europe, were orders with in year-over-year orders Air year-over-year, in Comm strength the America, the year-over-year our For was X% orders the in North X% each which we in China, quarter, segments, but of segment our also fourth approximately
as as So hit that with I'll into be high then segment get the the and will points slides of X orders, be on through I let through that me go results that a the will segments. slides X, the on backdrop
production with auto as to growth mind COVID auto by I start year-over-year, versus transportation. declines. just global dynamic we Even let declines In X down And with internal the increase in from in continue points in And we vehicles X% you business auto weaker our EV outperformance you were hybrid our expect and can we proves sales XX% electric on benefit you generated that at down organically continued did of year. growth of fiscal market. approximately the the this content over we to up content Transportation growth slide. next reach term. million full XX% the each me long see in quarter-by-quarter, year. in that X% changes to production with total was due look production, production our at that When ask five So market can XXXX, the But look and to dropped combustion in X% keep vehicle vary year. to the in years. electric vehicle would production that XX but were global auto, sales content you organically for X% the XXXX, the that auto of represents ATV driven expect XX% and units nearly the production and of hybrid when in
And the Our full track some for world. and remain certain battery to roadmaps in been there's even of plans environment stringent acceleration parts on customers' regulatory and of a vehicles. OEMs respond increase demand more electric hybrid as electric
due our We year-on-year platforms. by to performance are X% we sales on In move to sustainable acquisition. products to organic revenue and as technology from market increased expected, sensors, contribution of our impacted the basis, provider more electric being they the as and with sequentially the an we a year-over-year XX% sold volatility. hybrid And First leading Sensor growth customers
and work the the in result volume. our pipeline applications grow planned auto increase mentioned quarter I margins inventory win the platforms transportation in design segment year-over-year to operating of as as that earlier. continue for expect declined and these We growth Adjusted a down
the significant will both quarter, margin in year-over-year expansion expect adjusted company's first expansion We the sequentially sequential in quarter. first be the the transportation and margin segment the which in of driver
operating were long-term and our me as focused sales our to into turn work year-over-year volumes operating this teens. margins X% in segment. down. adjusted remain approximately We the the as industrial inventory expansion by adjusted with and lower driving the XX% remain high the declined we of and impacted this segment, In plans margin Let some segment margins on organically well track
and business, Europe of aerospace offset 'XX, segment market Asia. than being defense growth better the quarter, was the aerospace business down as industrial in our [ph] the During declining do revenue In impacted still early expect X% continue equipment our market, commercial our by the to the weakness the declines organically in in the we marine in common is by be partially process to We organically. with decline continued with bottoming. and into XX% expected
weakness We procedures short-term We are caused is delays in elective to business to see this saying, strong medical return consistent continue and market growth to ongoing our start in this our as increase. a expect business customers our what we COVID. with as in dynamic procedures medical by elective believe to with
Turning now to communications.
sales both data appliances. growth Our with as and in as year-over-year, XX% organically grew devices well
continue as chain all Appliances and solutions built in benefits We applications. in from we X% regions housing and of in half more with as which grew to supply organically Asia improved well benefit cloud high-speed that sales our recovery in organically broadly, an XX% to replenishment. devices due over and year-over-year the strong growth Data China this our position grew segment. from represents across year-over-year market,
Our with XX% in structure target. of of to the in and Adjusted margins fourth term margins footprint. expect And year and This our team a in very portfolio performance adjusted to operating performed we and quarter. cost segment. margins is over in which mid-teens well grew multiyear reduction line for the our strong long the this communications the were operating operating full result transformation segment for XX% is continue manufacturing our
performance, financials into it over as on Heath one So overview who'll quarter expectations. as the segment our with get turn let more well of this to details
