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TE Connectivity plc

TE Connectivity plc

NYSE•TEL
CEO: Mr. Keith Myers
セクター: Technology
業種: Hardware, Equipment & Parts
上場日: 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.
連絡先情報
Parkmore Business Park West, Parkmore, Ballybrit, H91VN2T, Ireland
353-9-137-8040
www.te.com
時価総額
$69.33B
PER (TTM)
33.6
54.9
配当利回り
1.2%
52週高値
$250.67
52週安値
$116.30
52週レンジ
89%
順位27Top 14.4%
5.4
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 5.4 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q1 2026 データ

売上高

$4.67B+21.71%
直近4四半期の推移

EPS

$2.55+44.07%
直近4四半期の推移

フリーCF

$607.00M-9.81%
直近4四半期の推移

2026 Q1 決算ハイライト

主なハイライト

Net Sales Surge 21.7% Quarterly net sales reached $4.67B, increasing $833M or 21.7% compared to prior year period. Organic growth was 15.0%.
Operating Income Rises Operating income grew $273M to $963M for the quarter, driven by higher volume and productivity gains. Margin improved to 20.6%.
Industrial Solutions Strong Growth Industrial Solutions segment sales grew 38.2% ($609M), led by 69.7% organic growth in digital data networks.
EPS Increased Significantly Diluted earnings per share improved to $2.53 from $1.75 in the prior year quarter, reflecting strong profitability.

リスク要因

Trade Compliance Exposure Trade compliance investigation reserves stand at $27M related to potential Section 301 unpaid duties, fees, and interest.
Global Economic Headwinds Risks include global economic conditions, inflation, tariffs, higher interest rates, and potential future goodwill impairment.
Restructuring Charges Ongoing Fiscal 2026 restructuring program initiated; expect total charges near $100M with cash spend of $110M this fiscal year.
Raw Material Price Volatility Gross margin subject to variability from fluctuating raw material prices, including copper, gold, silver, and palladium.

見通し

Q2 Sales Guidance Issued Expect Q2 fiscal 2026 net sales approximately $4.7B, up from $4.1B last year, benefiting from acquisitions.
Future EPS Guidance Expect diluted EPS from continuing operations around $2.26 for the second quarter of fiscal 2026.
Capital Spending Plans Expect fiscal 2026 capital expenditures near 6% of net sales, supporting productivity and manufacturing enhancements.
Debt Repayment Scheduled Sufficient resources expected to meet capital needs, including repayment of $500M senior notes due February 2026.

同業比較

売上高 (TTM)

Jabil Inc.JBL
$31.11B
+13.2%
Flex Ltd.FLEX
$26.84B
+12.2%
Amphenol CorporationAPH
$23.09B
+51.7%

粗利益率 (最新四半期)

Vicor CorporationVICR
57.5%
+8.4pp
Bel Fuse Inc.BELFA
39.7%
+3.6pp
Amphenol CorporationAPH
38.2%
+3.9pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
APH$179.59B42.135.8%42.8%
TEL$69.33B33.616.5%22.3%
CLS$32.29B38.744.1%10.8%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
4.1%
緩やかな成長
4四半期純利益CAGR
286.4%
収益性の大幅な改善
キャッシュフロー安定性
100%
優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年4月21日
|
EPS:-
|
売上高:-
財務レポート
財務データ
全年度

  • Form 10-Q - Q1 2026

    会計期末: 2025年12月26日|提出日: 2026年1月23日|
    売上高: $4.67B+21.7%
    |
    EPS: $2.55+44.1%
    予想通り

  • Form 10-K - FY 2025

    会計期末: 2025年9月26日|提出日: 2025年11月10日|
    売上高: $17.09B+7.9%
    |
    EPS: $6.20-40.4%
    予想を下回る

  • Form 10-Q - Q3 2025

    会計期末: 2025年6月27日|提出日: 2025年7月25日|
    売上高: $4.53B+13.9%
    |
    EPS: $2.16+15.5%
    予想を上回る

  • Form 10-Q - Q2 2025

    会計期末: 2025年3月28日|提出日: 2025年4月28日|
    売上高: $4.14B+4.4%
    |
    EPS: $0.04-97.5%
    予想を下回る

  • Form 10-Q - Q1 2025

    会計期末: 2024年12月27日|提出日: 2025年1月24日|
    売上高: $3.84B+0.1%
    |
    EPS: $1.77-69.5%
    予想を下回る

  • Form 10-K - FY 2024

    会計期末: 2024年9月27日|提出日: 2024年11月12日|
    売上高: $15.85B-1.2%
    |
    EPS: $10.40+71.6%
    予想を上回る

  • Form 10-Q - Q3 2024

    会計期末: 2024年6月28日|提出日: 2024年7月29日|
    売上高: $3.98B-0.5%
    |
    EPS: $1.87+11.3%
    予想通り

  • Form 10-Q - Q2 2024

    会計期末: 2024年3月29日|提出日: 2024年4月26日|
    売上高: $3.97B-4.6%
    |
    EPS: $1.76+28.5%
    予想を下回る