TE Connectivity plc, together with its subsidiaries, manufactures and sells connectivity and sensor solutions in Europe, the Middle East, Africa, the AsiaPacific, ...
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$2.91 per share
Est. EPS $11.45 · Revenue $19.85B · 9 analysts
Est. EPS $3.01 · Revenue $5.13B · 7 analysts
Est. EPS $3.11 · Revenue $5.28B · 4 analysts
$2.91 per share
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $17.1B | +7.9% | +8.8% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $1.8B | -42.3% | -12.5% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +34.6% | +0.4% | -3.3% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +18.8% | +6.5% | -5.5% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +10.8% | -46.5% | -19.6% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $3.2B | +14.5% | +77.8% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +18.7% | +6.2% | +63.5% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 52.0% | +29.7% | -0.5% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.56x | -3.2% | -0.6% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $25.1B | +9.7% | +1.5% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 6.16 vs 8.60 | -28.4% | 2.55 vs 2.85 | -10.5% |
| Revenue Surprise | $17.1B vs $17.1B | -0.0% | $5.2B vs $5.0B | +2.9% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Jun 12, 2026 | SHAFFER REUBEN M. | officer: SVP and Corporate Controller | Restricted Stock Units | A | 5 | — |
| Jun 12, 2026 | SAGAR MALAVIKA | officer: SVP, Chief Human Resources Off | Restricted Stock Units | A | 4 | — |
| Jun 1, 2026 | Kroeger Shadrak W | officer: Pres., Industrial Solutions | Common Shares | A | 9,400 | $93.63 |
| Jun 1, 2026 | Kroeger Shadrak W | officer: Pres., Industrial Solutions | Common Shares | D | 9,400 | $215.00 |
| Jun 1, 2026 | Kroeger Shadrak W | officer: Pres., Industrial Solutions | Stock Option (Right to Buy) | D | 9,400 | $93.63 |
Operator : Everyone, thank you for standing by, and welcome to the TE Connectivity third quarter earnings call for fiscal year 2026. At this time, all lines are in a listen-only mode. Later, we will conduct a question-and-answer session. If you would like to ask a question, please press one to raise your hand. To withdraw your question, press one again. As a reminder, today's call is being recorded. I would now like to turn the conference over to our host, Vice President of Investor Relations, Sujal Shah. Please go ahead. Sujal Shah : Good morning. Thank you for joining our conference call to discuss TE Connectivity's third quarter results and outlook for our fourth quarter of fiscal 2026. With me today are Chief Executive Officer, Terrence Curtin, and Chief Financial Officer, Heath Mitts. During this call, we will be providing certain forward-looking information. We ask you to review the forward-looking cautionary statements included in today's press release. In addition, we will use certain non-GAAP measures in our discussion this morning. We ask you to review the sections of our press release and the accompanying slide presentation that address the use of these items. The press release and related tables, along with the slide presentation, can be found on the investor relations portion. You may rejoin the queue if you have a second question. Let me turn the call over to Terrence for opening comments. Terrence Curtin : Good morning, everyone. Thank you for joining us. Before I get into the details on the slides, I do want to frame today's call around a couple key takeaways. Our strategic positioning around the accelerating data and power trend continues to drive broad-based outperformance. We are at the intersection of the largest technology and infrastructure investment cycle that's taking place around the world. We also continue to benefit from continued market momentum driven by both secular growth trends as well as positive cyclical market inflections. We'll click down on these during today's call. As we outlined at our investor day earlier this year, we expect our strategy to deliver broad-based growth while driving sustained margin expansion and double-digit earnings growth. As we progress through this year, we have continued to execute against this strategy. Our third quarter results and outlook provide further evidence that our strategy is working. Our positioning is creating opportunities across multiple long-term growth drivers as increasing data and power requirements are reshaping our customers' architectures. This is where our interconnect technologies are essential. Investments in AI infrastructure continue to drive strong growth in both our Digital Data Networks and energy businesses. Further secular trends, including electrification, automation, and increasing compute at the edge applications, are driving growth across our Aerospace and Defense, Automation and Connected Living, automotive, and Commercial Transportation …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Terrence R. Curtin | Chief Executive Officer & Executive Director | USD 5,043,354 | Male | 1968 | Active |
Aaron Kyle Stucki | President of Transportation Solutions | USD 3,810,945 | Male | 1974 | Active |
Heath A. Mitts | Chief Financial Officer, Executive Vice President & Executive Director | USD 2,232,085 | Male | 1971 | Active |
Shadrak W. Kroeger | President of Industrial Solutions Segment | USD 1,786,713 | Male | 1969 | Active |
John S. Jenkins Jr. | Executive Vice President & General Counsel | USD 1,596,192 | Male | 1966 | Active |
Jeanne Quirk | Senior Vice President of Mergers & Acquisitions | — | Female | 1970 | Active |
Eric J. Resch | Senior Vice President | — | Male | 1957 | Active |
Sujal Shah | Vice President of Investor Relations | — | Male | — | Active |
Tony Leisher | Chief Information Officer & Senior Vice President | — | Male | — | Active |
Jim Tobojka | Senior Vice President of Operations | — | Male | — | Active |
Malavika Sagar | Senior Vice President & Chief Human Resources Officer | — | Female | 1982 | Active |
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TE Connectivity (TEL) possesses solid growth attributes, which could help it handily outperform the market.
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The average of price targets set by Wall Street analysts indicates a potential upside of 27% in TE Connectivity (TEL). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
