TE Connectivity
NYSE: TEL
Stock price
214.32 USD
(+47.13%) 5 years
Financial Performance
5Y price score: 61
The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.
A score of 100 indicates that the stock did as well as the S&P 500 Index.
A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.
10Y return: 266.4%
%
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190.2
52-week range
252.5
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Your fair value & Margin of safety
To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.
Forecast:
Valuation
Free Cash Flow Yield
5.7 %
Dividend Yield TTM
1.4 %
Market cap $
$ 62,140
Price / Earnings TTM
21
Price / Book TTM
4.7
PEG TTM
(0.5)
Earnings growth and return
LTM
5YR
10YR
Total return (price & dividends)
(3.3) %
55.1 %
266.4 %
Free cash flow per share growth
28 %
148.4 %
235.3 %
Earnings per share growth
19.2 %
889.7 %
4.6 %
Business Summary:
Q&A
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Latest Earnings Call Takeaways
2026 Q3 (Jul 22, 2026)
1) Strategic Positioning and Leadership Insights
- TE Connectivity continues to capitalize on the accelerating data and power trends, positioning itself at the forefront of significant global technology and infrastructure investments.
- The company is focused on broad-based growth, sustained margin expansion, and double-digit earnings growth, with a strong emphasis on AI infrastructure and electrification trends.
- Record order performance was noted, with double-digit growth across all business segments, reinforcing confidence in TE's long-term growth outlook.
2) Financial and Segment Results
- Q3 sales reached $5.2 billion, a 14% increase YoY (12% organically).
- Adjusted earnings per share (EPS) grew 22% YoY to a record $2.94, with adjusted margins expanding 90 basis points to 21.9%.
- Record orders totaled $5.7 billion, up 27% YoY, with a book-to-bill ratio of 1.1.
- The Industrial Solutions segment saw a 22% increase in sales, driven by strong demand in Digital Data Networks (DDN) and energy businesses.
| Segment | Q3 Sales Growth (YoY) | Adjusted Operating Margin |
|---|---|---|
| Industrial Solutions | 22% | ~23% |
| Transportation Solutions | 7% | 21% |
3) Operational Plans and Acquisitions
- TE Connectivity signed an agreement to acquire Astrodyne TDI for approximately $1.4 billion, expected to close by the end of the calendar year. This acquisition aims to enhance TE's portfolio in power and filter products for mission-critical applications.
- The company is investing in engineering and manufacturing capacity to support future growth, particularly in AI and energy sectors.
4) Guidance and Outlook
- For Q4, TE expects sales of approximately $5.25 billion, reflecting an 11% increase YoY, and adjusted EPS of about $3.05.
- Full-year guidance includes 15% sales growth and 23% growth in adjusted EPS.
- The strong order momentum and growing backlog provide increased visibility for continued growth into fiscal 2027.
5) Challenges and Market Dynamics
- While the company is experiencing strong growth, there are concerns regarding global vehicle production, particularly in China, which is expected to remain slightly down.
- The competitive landscape in the optical segment is evolving, with TE focusing on both copper and optical solutions as architectures shift.
Bottom line: TE Connectivity is well-positioned for sustained growth, driven by robust demand in AI and energy sectors, alongside strategic acquisitions. The company's strong financial performance and order momentum suggest a positive outlook for shareholders, despite some market headwinds.
Annual Reports, Presentations And IR Contacts
Go to the websiteTE Connectivity — Financial Overview, Stock Price, Market Cap
TE Connectivity is a company. Founded in 2007. As of October 9, 2026, the company's market capitalization is $62140084823 with a current stock price of $214.32.
