Added to YB: 2026-01-26
Pitch date: 2026-01-23
TEL [neutral]
TE Connectivity plc
+3.31%
current return
Author Info
No bio for this author
Company Info
TE Connectivity plc, together with its subsidiaries, manufactures and sells connectivity and sensor solutions in Europe, the Middle East, Africa, the Asia–Pacific, and the Americas.
Market Cap
$69.3B
Pitch Price
$224.27
Price Target
N/A
Dividend
1.20%
EV/EBITDA
15.72
P/E
34.06
EV/Sales
4.10
Sector
Electronic Equipment, Instruments and Components
Category
growth
JRo's Notes: TE Connectivity Q1 F2026 Earnings
TEL (update): Q1 F2026 sales +22% (15% organic), adj EPS +33% YoY, 13% FCF margin. AI revenue guidance raised $200M to $800M growth in F2026 on new hyperscale wins. Industrial segment +38% sales, 520bps margin expansion as cyclical downturn ends. Expects F2026 growth above 6-8% target, 30%+ incremental margins.