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TE Connectivity PLC
F:BZ4

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TE Connectivity PLC Logo
TE Connectivity PLC
F:BZ4
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Price: 182 EUR 2.25%
Market Cap: €53.4B

TE Connectivity PLC
Investor Relations

TE Connectivity Plc is a company that engages in the provision of connectivity and sensor solutions for the purpose of distribution of power, signal, and data. The firm's range of connectivity and sensor solutions enable the distribution of power, signal, and data to advance next-generation transportation, energy networks, automated factories, data centers enabling artificial intelligence, and more. Its segments include Transportation Solutions and Industrial Solutions. Transportation Solutions segment includes its automotive, commercial transportation, and sensor businesses. The Industrial Solutions segment includes digital data networks; automation and connected living; aerospace, defense, and marine, and energy. Its services and training include 3D Printing for Production (3D4P), Backshells Prototyping - BIT Workx, Electrical Installation Trainings, HarnWare Software, Machine Tooling Service & Repair, Medical Device Design Services, Microfluidic Devices, THE ACADEMY - Automotive Webinars, and Sensor Manufacturing Services.

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Last Earnings Call
Fiscal Period
Q2 2026
Call Date
Apr 22, 2026
AI Summary
Q2 2026

Strong quarter: TE Connectivity reported second-quarter sales of over $4.7 billion, up 15% reported and 7% organically, with adjusted EPS of $2.73, up 24% year over year and above guidance.

Orders hit a record: Quarterly orders reached $5.3 billion, with a book-to-bill of 1.12, and management said order growth was broad-based across every business and region.

AI outlook improved: The company lifted its fiscal 2026 AI revenue view by about $150 million versus 90 days ago, with that increase expected entirely in the second half.

Margins stayed strong: Adjusted operating margin was 21.7%, up 130 basis points year over year, while management noted some inflation pressure from resins, freight and logistics.

Guidance points up: For the third quarter, TE guided to about $5 billion of sales and adjusted EPS of around $2.83, both implying continued year-over-year growth.

Capital returns: TE generated $1.3 billion of free cash flow in the first half, returned nearly 100% of it to shareholders year to date, and raised its quarterly dividend by 10%.

Key Financials
Sales
over $4.7 billion
Adjusted EPS
$2.73
Orders
$5.3 billion
Book-to-bill
1.12
Adjusted operating margin
21.7%
Operating income
over $1 billion
Free cash flow
$680 million
Free cash flow
$1.3 billion
Cash from operations
$947 million
Quarterly dividend increase
10%
AI revenue outlook change
about $150 million higher than 90 days ago
Industrial sales growth
27% reported, 17% organic
Transportation sales growth
5% reported, slightly down organic
Industrial operating margin
nearly 22%
Transportation operating margin
nearly 22%
Industrial segment orders growth
40%
Digital Data Networks orders growth
over 60%
Transportation orders growth
13%
Automotive content growth outlook
4% to 6%
Restructuring charges
roughly $100 million
Adjusted effective tax rate
approximately 21%
Capital expenditure
about 6% of revenue
Earnings Call Recording
Other Earnings Calls

Management

Mr. Terrence R. Curtin CPA
CEO & Executive Director
No Bio Available
Mr. Heath A. Mitts
CFO, Executive VP & Executive Director
No Bio Available
Mr. John S. Jenkins Jr.
Executive VP & General Counsel
No Bio Available
Mr. Shadrak W. Kroeger
President of Industrial Solutions Segment
No Bio Available
Mr. Aaron Kyle Stucki
President of Transportation Solutions
No Bio Available
Mr. Jim Tobojka
Senior Vice President of Operations
No Bio Available
Mr. Tony Leisher
SVP & Chief Information Officer
No Bio Available
Mr. Sujal Shah
Vice President of Investor Relations
No Bio Available
Ms. Malavika Sagar
Senior VP & Chief Human Resources Officer
No Bio Available
Mr. Eric J. Resch
Senior Vice President
No Bio Available

Contacts

Address
DUBLIN
DUBLIN
10 Earlsfort Terrace Dublin 2
Contacts
+35391378040
www.te.com
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