Earnings summaries and quarterly performance for TE Connectivity.
Executive leadership at TE Connectivity.
Terrence Curtin
Detailed
Chief Executive Officer
CEO
AS
Aaron Stucki
Detailed
President, Transportation Solutions
HM
Heath Mitts
Detailed
Executive Vice President and Chief Financial Officer
JJ
John Jenkins Jr.
Detailed
Executive Vice President and General Counsel
MS
Malavika Sagar
Detailed
Senior Vice President and Chief Human Resources Officer
RS
Reuben Shaffer
Detailed
Senior Vice President and Corporate Controller
SK
Shadrak Kroeger
Detailed
President, Industrial Solutions
Board of directors at TE Connectivity.
AT
Abhijit Talwalkar
Detailed
Director
DW
Dawn Willoughby
Detailed
Director
JC
Jean-Pierre Clamadieu
Detailed
Director
JD
John Davidson
Detailed
Chairman of the Board
LW
Laura Wright
Detailed
Director
LD
Lynn Dugle
Detailed
Director
MT
Mark Trudeau
Detailed
Director
SE
Sam Eldessouky
Detailed
Director
SL
Shirley Lin
Detailed
Director
WJ
William Jeffrey
Detailed
Director
Research analysts who have asked questions during TE Connectivity earnings calls.
Amit Daryanani
Evercore
7 questions for TEL
Also covers: AAPL, AKAM, ANET +22 more
Luke Junk
Robert W. Baird & Co.
7 questions for TEL
Also covers: ALSN, APH, BB +10 more
MD
Mark Delaney
The Goldman Sachs Group, Inc.
7 questions for TEL
Also covers: APH, APTV, AUR +22 more
SD
Scott Davis
Melius Research
7 questions for TEL
Also covers: CARR, DD, DHR +16 more
William Stein
Truist Securities
7 questions for TEL
Also covers: ADI, APH, ARW +14 more
AM
Asiya Merchant
Citigroup Global Markets Inc.
6 questions for TEL
Also covers: APH, CDW, CRCT +12 more
JG
Joseph Giordano
TD Cowen
6 questions for TEL
Also covers: ABLZF, AME, APH +21 more
SC
Samik Chatterjee
JPMorgan Chase & Co.
6 questions for TEL
Also covers: AAPL, ANET, APH +32 more
Shreyas Patil
Wolfe Research, LLC
6 questions for TEL
Also covers: APTV, MBLY, MGA +3 more
SF
Steven Fox
Fox Research
6 questions for TEL
Also covers: AMKR, APH, BDC +23 more
WM
Wamsi Mohan
Bank of America Merrill Lynch
6 questions for TEL
Also covers: AAPL, APH, AVT +13 more
Christopher Glynn
Oppenheimer & Co. Inc.
5 questions for TEL
Also covers: AIT, AME, AYI +16 more
Colin Langan
Wells Fargo & Company
5 questions for TEL
Also covers: ADNT, ALV, AN +12 more
JS
Joseph Spak
UBS Group AG
4 questions for TEL
Also covers: ADNT, APH, APTV +16 more
GH
Guy Hardwick
Freedom Capital Markets
3 questions for TEL
Also covers: APH, GWW, MANH +7 more
SB
Saree Boroditsky
Jefferies
3 questions for TEL
Also covers: AOS, APH, CSL +15 more
JS
Joe Spak
UBS Group AG
2 questions for TEL
Also covers: APH, APTV, DAN +5 more
CL
Colleen Langan
Wells Fargo Securities
1 question for TEL
GV
Gunars Vinkels
Bank of America
1 question for TEL
JS
Joe Stadwiecz
UBS
1 question for TEL
KT
Konstandinos Tasoulis
Wells Fargo & Company
1 question for TEL
MS
Matthew Sheerin
Stifel
1 question for TEL
Also covers: ARW, AVT, CDW +8 more
ME
Michael Elias
TD Cowen
1 question for TEL
Also covers: DBRG, DLR, EQIX +2 more
Recent press releases and 8-K filings for TEL.
TE Connectivity prices $750 million senior notes offering
TEL
Debt Issuance
- $200 million of 4.500% senior notes due 2031 and $550 million of 4.875% senior notes due 2036 were priced by TE Connectivity’s subsidiary TEGSA.
- The additional 2031 notes are fully fungible with the existing $450 million series, bringing total 2031 notes outstanding to $650 million.
- 2031 notes were issued at 100.907% and 2036 notes at 99.718%, with semi-annual interest payments; closing is expected on February 9, 2026, and net proceeds will repay 2026 maturities and fund general corporate purposes.
Jan 26, 2026, 11:30 PM
TE Connectivity reports Q1 2026 results
TEL
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Reported $4.7 B in Q1 net sales, up 22% Y/Y (15% organic).
- Delivered $2.72 adjusted EPS, up 33% Y/Y.
- Booked record $5.1 B in orders, up 28% Y/Y, with a 1.1 book-to-bill ratio.
- Provided Q2 guidance: sales of $4.7 B (+13% reported, +6% organic) and $2.65 adjusted EPS (+20% Y/Y).
Jan 21, 2026, 1:30 PM
TE Connectivity reports Q1 fiscal 2026 results
TEL
Earnings
Guidance Update
Share Buyback
- Sales of $4.7 billion, up 22% reported and 15% organic, with record orders of $5.1 billion and a 1.1 book-to-bill ratio.
- Adjusted EPS of $2.72, up 33% year-over-year, and adjusted operating margin of 22%, expanding 180 bps.
- Free cash flow of $608 million, with 100% returned to shareholders, and FY 2026 CapEx raised to approximately 6% of sales.
- Q2 FY 2026 guidance: $4.7 billion sales (↑13% reported, ↑6% organic) and $2.65 EPS (↑20%).
- Industrial Solutions margin widened 500 bps to 23% ; Transportation Solutions margin remained above 21% and AI revenue forecast increased by $200 million versus Investor Day.
Jan 21, 2026, 1:30 PM
TE Connectivity announces Q1 2026 results
TEL
Earnings
Guidance Update
Share Buyback
- TE Connectivity delivered Q1 sales of $4.7 billion, up 22% reported and 15% organic, and recorded orders of $5.1 billion (book-to-bill 1.1).
- Adjusted EPS of $2.72 (+33% YoY) on 22% adjusted operating margin (up 180 bps); free cash flow of $608 million, with 100% returned to shareholders.
- Industrial Solutions sales rose 38% (26% organic) and the AI revenue outlook for FY 2026 was increased by $200 million; Transportation Solutions sales grew 10% (7% organic) with data connectivity driving auto content gains.
- Q2 guidance projects $4.7 billion sales (+13% reported, +6% organic) and EPS of ~$2.65 (+20% YoY); CapEx expected at ~6% of sales to support AI program ramps.
Jan 21, 2026, 1:30 PM
TE Connectivity reports strong Q1 2026 results
TEL
Earnings
Guidance Update
- TE Connectivity delivered $4.7 billion in Q1 sales, up 22% reported and 15% organically; record orders reached $5.1 billion with a book-to-bill of 1.1, driven by broad-based strength across Industrial and Transportation.
- Adjusted EPS was $2.72, up 33% year-over-year, and adjusted operating margin expanded 180 bps to 22%; GAAP EPS was $2.53.
- Free cash flow totaled $608 million, with 100% returned to shareholders via share buybacks and dividends; cash from operations was $865 million.
- Q2 guidance calls for $4.7 billion in sales (+13% reported, +6% organic) and adjusted EPS of $2.65 (+20% year-over-year).
- Industrial segment sales grew 38% reported (26% organic) led by Digital Data Networks (+70%); AI revenue outlook for FY 2026 has been increased by $200 million.
Jan 21, 2026, 1:30 PM
TE Connectivity announces Q1 FY2026 results
TEL
Earnings
Guidance Update
- Net sales of $4.7 billion (+22% reported, +15% organic) and adjusted EPS of $2.72 (+33% year over year)
- GAAP EPS of $2.53 (+45% year over year), GAAP operating margin of 20.6% (+260 bps) and adjusted operating margin of 22.2% (+180 bps)
- Record orders of $5.1 billion (+28% year over year, +9% sequentially); operating cash flow of $865 million and free cash flow of $608 million, with $615 million returned to shareholders
- Q2 FY26 guidance: sales of approximately $4.7 billion (+13% reported, +6% organic), adjusted EPS of $2.65 and GAAP EPS of $2.26
Jan 21, 2026, 11:17 AM
TE Connectivity reports fiscal Q1 2026 results
TEL
Earnings
Guidance Update
- Net sales were $4.7 billion, up 22% year over year (15% organic growth).
- GAAP diluted EPS from continuing operations was $2.53 (+45% YOY); adjusted EPS was $2.72 (+33% YOY).
- GAAP operating margin expanded to 20.6% (+260 bps YOY); adjusted operating margin rose to 22.2% (+180 bps YOY).
- Record quarterly orders of $5.1 billion (+28% YOY, +9% sequentially) and strong cash flow with $865 million from operations, $608 million free cash flow, and $615 million returned to shareholders.
- Q2 FY26 outlook: sales of ~$4.7 billion (+13% reported, +6% organic) and adjusted EPS of ~$2.65 (+20% YOY) (GAAP EPS ~$2.26).
Jan 21, 2026, 11:00 AM
TE Connectivity outlines 6–8% growth target at Investor Day 2025
TEL
Guidance Update
- TE Connectivity targets 6–8% organic revenue growth, 30%+ margin flow-through, and double-digit EPS expansion through cycle, reflecting a shift toward higher-growth end markets in AI/data center, energy, industrial, and transportation.
- Since 2019, TE delivered 4% organic sales growth (vs. GDP ~2.5%), expanded gross margins by 250 bps, and doubled free cash flow from $1.6 B to $3.2 B, enabling reinvestment and shareholder returns.
- Industrial Solutions grew 24% to $8 B with 21% operating margin, driven by co-creation, integrated manufacturing, and strategic M&A (e.g., ERNI, Schaffner) across factory automation, digital data networks, and energy.
- Transportation Solutions generated $9 B revenue at 21% margin, leveraging zonal architecture, data connectivity, electronification, and EV high-voltage content to outpace vehicle production by 4–6%.
- TE plans to more than double its AI & cloud business (currently $1.4 B) in two years, partnering with hyperscalers on high-speed optics, power delivery, and advanced cooling solutions.
Nov 20, 2025, 2:30 PM
TE Connectivity outlines 2025 Investor Day growth targets and financials
TEL
Guidance Update
Share Buyback
- TE Connectivity delivered FY25 sales of $17.3 B and doubled free cash flow to $3.2 B, expanding adjusted operating margin to 20.8% versus 18.3% in 2019.
- The company targets 6–8% organic growth through the cycle, 30%+ incremental operating margins, and double-digit adjusted EPS growth.
- Industrial Solutions posted $7.9 B in FY25 sales with an ~21% adjusted operating margin, driven by Automation & Connected Living, Digital Data Networks, Medical, Energy, and AD&M.
- Transportation Solutions is positioned for 4–6% growth over market through the cycle, with ~35% of auto revenue from China, leveraging high-bandwidth data and electrification trends.
- TE Connectivity achieved 115.9% free cash flow conversion in FY25 and plans 100%+ FCF conversion, allocating ~1/3 to dividends and ~2/3 to M&A and share buybacks.
Nov 20, 2025, 2:30 PM
TE Connectivity outlines growth strategy at Investor Day 2025
TEL
Guidance Update
Revenue Acceleration/Inflection
New Projects/Investments
- Growth guidance raised to 6–8% through cycle, up from prior 4–6%, driven by secular tailwinds in AI, energy, and transportation, with 30+% flow-through margins supporting ~50–60 bps annual margin improvement.
- Industrial Solutions grew 24% to $8 billion in FY 2025, expanded margins by 300 bps to 21%, and plans to more than double its $1.4 billion AI/cloud business within two years via high-speed connectivity and advanced cooling solutions.
- Transportation Solutions delivered $9 billion revenue and 21% operating margins in FY 2025, and is expected to grow mid-single digits, with automotive outpacing production by 4–6% and adding $2 billion in content over five years through data connectivity, electronification, and e-mobility trends.
- Capital allocation prioritizes one-third dividends and two-thirds M&A/share buybacks, maintaining mid-teens ROIC targets and leveraging strong free cash flow for strategic investments.
Nov 20, 2025, 2:30 PM
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