TE Connectivity Ltd. Earnings Recaps
Q2 2026
Apr 22, 2026
TE Connectivity delivered robust Q2 results with 15% sales growth and 24% EPS increase, supported by strong order momentum and diversified end-market strength, positioning the company for continued expansion into FY 2026.
Key takeaways
- Q2 sales surpassed $4.7 billion, up 15% YoY, with record orders of over $5 billion reflecting broad-based demand.
- Adjusted EPS grew 24% to $2.73, with operating margins expanding 130 basis points to 22%.
- Major order drivers include Industrial (+40%), digital data networks (+60%), and aerospace/defense, underpinning sustainable backlog into 2027.
- The company projects Q3 sales around $5 billion (+10%) and EPS approximately $2.83 (+17%), with continued organic growth in all segments.
- Focus on AI, energy, and automotive markets, complemented by strategic acquisitions, reinforces long-term growth and technological leadership.
Q1 2026
Jan 21, 2026
TE Connectivity reported robust first-quarter results for fiscal 2026, achieving over 20% sales growth driven by record orders and strong operational execution, positioning the company for sustained future growth.
Key takeaways
- First-quarter sales reached $4.7 billion, a 22% increase year-over-year, with both segments contributing to growth.
- Achieved record adjusted earnings per share of $2.72, reflecting over 30% year-over-year growth, and improved adjusted operating margins to 22%.
- Record orders exceeded $5 billion, growing by more than $1 billion year-over-year, confirming strong demand across all business segments.
- Free cash flow exceeded $600 million, with 100% returned to shareholders while supporting growth investments.
- Optimistic outlook for the second quarter, anticipating $4.7 billion in sales and $2.65 adjusted earnings per share, signaling continued momentum despite seasonal variations.
Q4 2025
Oct 29, 2025
TE Connectivity reported record sales and earnings for fiscal 2025, highlighting strong operational execution and robust order growth amid a challenging macro environment.
Key takeaways
- Fourth quarter sales reached $4.75 billion, up 17% year-over-year, exceeding guidance; full year sales totaled $17.3 billion, a 9% increase.
- Adjusted EPS for Q4 was $2.44, a 25% increase from the previous year, while full year adjusted EPS grew to $8.76.
- Free cash flow in Q4 hit $1.2 billion, contributing to over $3 billion in cash flow for the year, supporting extensive capital returns and acquisitions.
- Anticipating Q1 fiscal 2026 sales of $4.5 billion, reflective of 17% year-over-year growth, with adjusted EPS expected to rise to $2.53.
- Strong order growth observed across all segments, with a 22% increase year-over-year in total orders, especially in the Industrial and Transportation segments.