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Joe Stadwiecz

Vice President and Equity Analyst at UBS

Joe Stadwiecz is a Vice President and Equity Analyst at UBS, specializing in US consumer retail and e-commerce sectors with in-depth coverage of companies such as Amazon, Walmart, Target, and Costco. He is recognized for generating investment recommendations that have achieved a success rate of 65% and average portfolio returns exceeding 8% on platforms like TipRanks, earning him steady recognition in industry rankings. Stadwiecz began his career in finance in 2012, previously holding analyst roles at TD Securities and Jefferies before joining UBS in 2018. He maintains professional registrations with FINRA and holds Series 7 and Series 63 securities licenses, demonstrating commitment to compliance and research excellence.

Joe Stadwiecz's questions to TE Connectivity (TEL) leadership

Question · Q4 2025

Joe Stadwiecz inquired about the potential for a power element related to artificial intelligence (AI) to contribute to growth in fiscal year 2026, and whether capital expenditure (CapEx) levels for fiscal year 2026 would remain similar to the mid-five percent of sales seen in fiscal year 2025 to support continued growth, or if most of that investment has already been made.

Answer

CEO Terrence Curtin confirmed that growth in the DDN business includes power interconnects, such as liquid bus bars and cable connectivity between racks, all contributing to the overall momentum. CFO Heath Mitts stated that CapEx was up by a couple hundred million from FY2024 to FY2025, entirely for AI and cloud programs. He expects CapEx to increase slightly less than the prior year's dollar increase in FY226, remaining around the TE average of just over 5% of sales, with some investments supporting programs for FY2027.

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