TE Connectivity Ltd. Q4 2025 Earnings Recap

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.