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TE Connectivity plc

TE Connectivity plc

NYSE•TEL
CEO: Mr. Keith Myers
Sector: Technology
Industry: Hardware, Equipment & Parts
Listing Date: 2007-06-14
TE Connectivity plc, together with its subsidiaries, manufactures and sells connectivity and sensor solutions in Europe, the Middle East, Africa, the Asia–Pacific, and the Americas. The company operates through three segments: Transportation Solutions, Industrial Solutions, and Communications Solutions. It provides antennas, application tooling, cable assemblies, connectors, electromagnetic compatibility/electromagnetic interference solutions, energy and power, fiber optics, heat shrink tubing, identification and labeling, medical components, passive components, relays and contactors, sensors, switches, terminals and splices, wires and cables, and wire protection and management solutions. The company also offers training and other services, including 3D printing for production, backshells prototyping, electrical installation training, HarnWare software, machine tooling service and repair, medical device design services, and microfluidic devices, as well as conducts automotive webinars. It serves 5G and wireless equipment, aerospace, appliances, automation and control, automotive, autosport, commercial and industrial vehicles, connected home, data centers and artificial intelligence, defense and military, energy solutions, e-mobility, industrial machinery, intelligent buildings, IoT connectivity, medical technologies, oil and gas/marine, personal electronics and wearable technology, rail, sensor applications, space, and other industries. The company was formerly known as Tyco Electronics Ltd. and changed its name to TE Connectivity plc in March 2011. TE Connectivity plc was founded in 1941 and is based in Ballybrit, Ireland.
Contact Information
Parkmore Business Park West, Parkmore, Ballybrit, H91VN2T, Ireland
353-9-137-8040
www.te.com
Market Cap
$70.90B
P/E (TTM)
38.6
54.1
Dividend Yield
1.2%
52W High
$250.67
52W Low
$116.30
52W Range
93%
Rank27Top 14.4%
5.4
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Average • 5.4 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025

Financial Dashboard

Q4 2025 Data

Revenue

$4.58B+12.49%
4-Quarter Trend

EPS

$2.25+147.25%
4-Quarter Trend

FCF

$1.15B+38.72%
4-Quarter Trend

2025 Annual Earnings Highlights

Key Highlights

Total Sales Increased 8.9% Net sales reached $17.26B USD in FY2025, marking an 8.9% increase over FY2024, driven by 6.4% organic growth.
Industrial Solutions Strong Growth Industrial Solutions sales surged 23.7% in FY2025, led by Digital Data Networks segment growth of 73.3% organically.
Operating Income Improved Operating income grew $415M USD to $3.21B USD in FY2025, boosting operating margin to 18.6% from 17.6%.
Strong Operating Cash Flow Net cash provided by operating activities was $4.14B USD in FY2025, a $662M increase from the prior year.

Risk Factors

Macroeconomic Demand Volatility Global economic conditions, tariffs, and inflation may cause customer delays or cancellations impacting operational results.
Foreign Currency Exposure High Approximately 60% of FY2025 net sales were invoiced in non-U.S. dollar currencies, creating exchange rate risk.
Price Erosion Pressure Continues Competition drives price erosion, historically averaging 1% to 2% annually, requiring cost reductions to maintain margins.
Climate Regulation Compliance Costs Future environmental regulations regarding GHG emissions may result in unforeseen compliance costs and capital expenditures.

Outlook

Q1 2026 Sales Guidance Issued Expect Q1 2026 net sales of $4.5B USD, reflecting growth in both segments, compared to $3.8B USD in Q1 2025.
Richards Acquisition Integration Completed Richards Manufacturing acquisition for $2.3B cash; expect purchase price allocation finalization in Q3 fiscal 2026.
FY2026 Restructuring Charges Expected Total restructuring charges expected to be approximately $100M USD in fiscal 2026, funded by cash from operations.
Capital Spending Forecast Expect fiscal 2026 capital spending levels to be approximately 5% of net sales, supporting infrastructure needs.

Peer Comparison

Revenue (TTM)

Jabil Inc.JBL
$31.11B
+13.2%
Flex Ltd.FLEX
$26.33B
+3.5%
Amphenol CorporationAPH
$20.97B
+47.4%

Gross Margin (Latest Quarter)

Vicor CorporationVICR
57.5%
+8.4pp
Bel Fuse Inc.BELFA
39.7%
+3.6pp
Littelfuse, Inc.LFUS
38.6%
+0.5pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
APH$188.98B49.434.6%29.7%
TEL$70.90B38.614.9%22.7%
CLS$36.08B51.738.5%13.9%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
6.1%
Steady Growth
4Q Net Income CAGR
7.9%
Profitability Improving
Cash Flow Stability
100%
Strong Cash Flow

Research & Insights

Next earnings:Jan 21, 2026
|
EPS:$2.54
|
Revenue:$4.53B
Reports
All Years
  • Form 10-K - FY 2025

    Period End: Sep 26, 2025|Filed: Nov 10, 2025|
    Revenue: $17.09B+7.9%
    |
    EPS: $6.20-40.4%
    Miss
  • Form 10-Q - Q3 2025

    Period End: Jun 27, 2025|Filed: Jul 25, 2025|
    Revenue: $4.53B+13.9%
    |
    EPS: $2.16+15.5%
    Beat
  • Form 10-Q - Q2 2025

    Period End: Mar 28, 2025|Filed: Apr 28, 2025|
    Revenue: $4.14B+4.4%
    |
    EPS: $0.04-97.5%
    Miss
  • Form 10-Q - Q1 2025

    Period End: Dec 27, 2024|Filed: Jan 24, 2025|
    Revenue: $3.84B+0.1%
    |
    EPS: $1.77-69.5%
    Miss
  • Form 10-K - FY 2024

    Period End: Sep 27, 2024|Filed: Nov 12, 2024|
    Revenue: $15.85B-1.2%
    |
    EPS: $10.40+71.6%
    Beat
  • Form 10-Q - Q3 2024

    Period End: Jun 28, 2024|Filed: Jul 29, 2024|
    Revenue: $3.98B-0.5%
    |
    EPS: $1.87+11.3%
    Meet
  • Form 10-Q - Q2 2024

    Period End: Mar 29, 2024|Filed: Apr 26, 2024|
    Revenue: $3.97B-4.6%
    |
    EPS: $1.76+28.5%
    Miss
  • Form 10-Q - Q1 2024

    Period End: Dec 29, 2023|Filed: Jan 26, 2024|
    Revenue: $3.83B-0.3%
    |
    EPS: $5.80+364.0%
    Beat