TE Connectivity Ltd. Q4 2026 Earnings Recap

TE shares fell 1.8% after earnings, a roughly flat reaction. Results and the fiscal 2027 outlook point to continued growth, with no clear disappointment identified in the available transcript.

Key Takeaways

• Q4 sales were $5.3 billion, up 13% organically year over year; adjusted EPS was $3.14, up 21%.
• Adjusted margins expanded 100 basis points year over year, and free cash flow was $1.2 billion.
• Full-year organic sales grew 12%; adjusted EPS rose 24% to $11.52, while adjusted operating margins expanded 120 basis points to 22%.
• Orders reached $6.1 billion, up 29% year over year, with book-to-bill of 1.14 and record backlog entering fiscal 2027.
• Q1 guidance calls for $5.35 billion in sales and adjusted EPS of about $3.30; management expects full-year organic sales growth similar to fiscal 2026’s 12%.