TE Connectivity Ltd.
- Open
- 198.62
- Day high
- 204.34
- Day low
- 196.87
- Prev close
- 202.57
- Volume
- 2.3M
- Mkt cap
- $59.3B
- P/E (TTM)
- 20.6
- EPS (TTM)
- $9.88
- P/B
- 4.5
- P/S
- 3.2
- Yield
- 0.73%
- Per share
- $1.49
- ▼Insiders net selling -$4.0M over the last 3 months (0 open-market buys, 2 sales)
- 🏛Institutions mixed (13F)
TE Connectivity Ltd. (TEL) is a Technology company listed on NYSE. The stock is up 14% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 2 sales (SEC Form 4).
TE Connectivity Ltd. (TEL) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 7 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
TEL earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Apr 22, 2026 | $2.69 | $2.73 | +1.5% | $4.7B | -0.0% |
| Jan 21, 2026 | $2.55 | $2.72 | +6.7% | $4.7B | +3.1% |
| Oct 29, 2025 | $2.29 | $2.44 | +6.6% | $4.6B | -0.1% |
| Jul 23, 2025 | $2.08 | $2.27 | +9.1% | $4.5B | +4.9% |
| Apr 23, 2025 | $1.96 | $2.10 | +7.1% | $4.1B | +4.4% |
| Jan 22, 2025 | $1.89 | $1.95 | +3.2% | $3.8B | -1.8% |
| Oct 30, 2024 | $1.94 | $1.95 | +0.5% | $4.1B | +1.8% |
| Jul 24, 2024 | $1.86 | $1.91 | +2.7% | $4.0B | -0.9% |
| Apr 24, 2024 | $1.83 | $1.86 | +1.6% | $4.0B | +0.2% |
| Jan 24, 2024 | $1.72 | $1.84 | +7.0% | $3.8B | -0.8% |
| Nov 1, 2023 | $1.76 | $1.78 | +1.1% | $4.0B | +4.7% |
| Jul 26, 2023 | $1.66 | $1.77 | +6.6% | $4.0B | -0.2% |
TEL insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jun 15, 2026 | SAGAR MALAVIKAofficer: SVP, Chief Human Resources Off | Grant | 4 | — |
| Jun 15, 2026 | SHAFFER REUBEN M.officer: SVP and Corporate Controller | Grant | 5 | — |
| Jun 2, 2026 | Kroeger Shadrak Wofficer: Pres., Industrial Solutions | Sell | 9,400 | $215.00 |
| Jun 2, 2026 | Kroeger Shadrak Wofficer: Pres., Industrial Solutions | Option | 9,400 | $93.63 |
| May 18, 2026 | SAGAR MALAVIKAofficer: SVP, Chief Human Resources Off | Option | 1,043 | — |
| May 18, 2026 | SAGAR MALAVIKAofficer: SVP, Chief Human Resources Off | Tax | 297 | $203.15 |
| May 7, 2026 | Kroeger Shadrak Wofficer: Pres., Industrial Solutions | Option | 9,400 | $93.63 |
| May 7, 2026 | Kroeger Shadrak Wofficer: Pres., Industrial Solutions | Sell | 9,400 | $215.00 |
| Apr 9, 2026 | Kroeger Shadrak Wofficer: Pres., Industrial Solutions | Sell | 4,470 | $223.72 |
| Apr 9, 2026 | Kroeger Shadrak Wofficer: Pres., Industrial Solutions | Option | 9,400 | $223.26 |
| Apr 9, 2026 | Kroeger Shadrak Wofficer: Pres., Industrial Solutions | Sell | 4,930 | $222.85 |
| Mar 16, 2026 | SHAFFER REUBEN M.officer: SVP and Corporate Controller | Grant | 5 | — |
| Mar 16, 2026 | SAGAR MALAVIKAofficer: SVP, Chief Human Resources Off | Grant | 7 | — |
| Feb 17, 2026 | Kroeger Shadrak Wofficer: Pres., Industrial Solutions | Option | 9,400 | $93.63 |
| Feb 17, 2026 | SHAFFER REUBEN M.officer: SVP and Corporate Controller | Sell | 1,425 | $234.23 |
Source: TEL SEC Form 4 filings, latest Jun 15, 2026. For informational purposes only — not investment advice.
See the full TEL insider & 13F page →TE Connectivity Ltd. company profile
Overview
TE Connectivity Ltd. (NYSE:TEL) is a Swiss-based global technology company that designs and manufactures connectivity and sensor solutions for critical applications across multiple industries. Founded in 2000 and formerly known as Tyco Electronics Ltd., the company changed its name to TE Connectivity in March 2011. TE Connectivity emerged from the spin-off of Tyco International's electronics division and has since established itself as a leading provider of engineered electronic components, network solutions, and wireless systems. The company serves customers in approximately 140 countries through direct sales and third-party distributors, with operations spanning Europe, the Middle East, Africa, the Asia Pacific, and the Americas.
Business
TE Connectivity operates in the electronic components and connectivity solutions industry, manufacturing products that enable the flow of power, data, and signals in electronic systems. The company's products are essential building blocks that connect, protect, and power electronic systems across various applications. The company operates through two primary business segments following a recent reorganization: 1. Transportation Solutions (approximately 60% of revenue): This segment provides connectivity and sensor solutions for the automotive and commercial transportation markets. Products include terminals and connector systems, sensors, relays, antennas, heat shrink tubing, and application tooling. In the automotive sector, TE's components are critical for vehicle electrification, with the company generating approximately twice the content per electric vehicle compared to traditional combustion engine vehicles. The segment also serves commercial transportation markets including trucks, buses, and off-highway vehicles. 2. Industrial Solutions (approximately 40% of revenue): This segment serves diverse industrial markets including aerospace and defense, medical devices, energy infrastructure, factory automation, and oil and gas. Products include specialized connectors, sensors, and cable assemblies designed for harsh environments and mission-critical applications. Key growth areas include renewable energy systems, medical devices, commercial aviation, and defense applications. The company's products range from simple connectors that cost pennies to complex sensor systems worth hundreds of dollars. These components are essential for enabling modern technologies such as electric vehicles, renewable energy systems, medical devices, aircraft systems, and data center infrastructure. TE's solutions must often operate in extreme conditions including high temperatures, vibration, moisture, and electromagnetic interference.
Revenue model
TE Connectivity generates revenue primarily through direct product sales to original equipment manufacturers (OEMs) and through third-party distributors. The company operates on a business-to-business model, selling engineered components and systems that are integrated into customers' final products. The company's revenue model is driven by several key factors: 1. Volume-based sales: Revenue correlates with global production volumes in key end markets, particularly automotive production, commercial aviation, and industrial equipment manufacturing. 2. Content growth: TE benefits from increasing electronic content per unit in its served markets. For example, electric vehicles contain approximately twice the dollar content of TE components compared to traditional vehicles due to higher voltage systems, battery management, and advanced driver assistance systems. 3. Technology premiums: The company commands higher margins for advanced solutions in growth markets such as artificial intelligence applications, where revenue is expected to exceed $700 million in fiscal 2025. Factors that positively impact margins include the shift toward electrification in transportation, growth in data center and AI applications, increased factory automation, and expansion in renewable energy infrastructure. The company also benefits from its global manufacturing footprint, with over 70% of production localized within each region, reducing logistics costs and tariff exposure. Margin pressures can arise from commodity price inflation (particularly copper and precious metals), competitive pricing in mature markets, cyclical downturns in automotive or industrial production, and currency exchange rate fluctuations. The company actively manages these risks through pricing actions, operational efficiency improvements, and strategic portfolio management.
Competitive moat
TE Connectivity possesses a moderate but meaningful competitive moat built on several key factors. The company's primary competitive advantage lies in its engineering expertise and application-specific solutions for mission-critical applications. Many of TE's products must meet stringent safety, reliability, and performance standards in industries such as automotive, aerospace, and medical devices, where failure is not an option. This creates high switching costs for customers who have qualified TE's components into their designs. The company also benefits from scale advantages in manufacturing and R&D, with a global footprint of production facilities that enables local supply to major customers while maintaining cost competitiveness. TE's extensive patent portfolio and deep customer relationships, often spanning decades, provide additional defensive characteristics. However, the moat is not exceptionally deep. The electronic components industry is highly competitive with numerous global and regional players. Many of TE's products, particularly basic connectors and terminals, are commoditized with limited differentiation. The company faces competitive pressure from lower-cost manufacturers, particularly in Asia, and must continuously invest in innovation to maintain its technological edge. The strongest moat exists in specialized applications such as harsh environment connectors for aerospace and defense, high-voltage systems for electric vehicles, and precision medical components where TE's engineering expertise and quality standards create meaningful barriers to entry. In more commoditized segments, the moat is narrower and depends primarily on manufacturing scale and customer relationships.
Risks & safety
TE Connectivity demonstrates a solid financial position with moderate margin of safety: • Strong liquidity: $2.5 billion in cash and short-term investments with additional credit facilities, providing substantial financial flexibility • Manageable debt levels: Debt-to-equity ratio of 0.46, indicating conservative capital structure • Consistent cash generation: Strong free cash flow of $423 million in Q2 2025, with historical annual free cash flow exceeding $2 billion • Current ratio of 1.5: Adequate short-term liquidity coverage • Valuation metrics: EV/EBITDA of 11.8x appears reasonable for a cyclical industrial company, though not exceptionally cheap • Dividend sustainability: Recent 9% dividend increase supported by strong cash flow generation • Cyclical considerations: Exposure to automotive and industrial cycles creates earnings volatility, though diversification across multiple end markets provides some stability
Recent development
Over the past few years, TE Connectivity has undergone significant strategic transformation focused on higher-growth, higher-margin markets. The company reorganized from three segments to two in fiscal 2025, combining its Communications and portions of Industrial segments to create a more streamlined structure. Artificial Intelligence and Data Center Growth: TE has aggressively pursued opportunities in AI and hyperscale data center applications, with AI-related revenue growing from $300 million in fiscal 2024 to an expected $700+ million in fiscal 2025. The company has secured design wins across multiple hyperscaler customers and semiconductor companies, positioning itself for continued growth as AI infrastructure expands. Electric Vehicle Focus: The company has strengthened its position in vehicle electrification, benefiting from the global shift toward electric and hybrid vehicles. TE generates approximately twice the content per electric vehicle compared to traditional vehicles, with particular strength in the Asian markets where 80% of EV production growth is occurring. Strategic Acquisitions: TE completed the $2.3 billion acquisition of Richards in the energy sector, expanding its capabilities in renewable energy and power infrastructure. The company continues to evaluate bolt-on acquisitions to enhance its portfolio in high-growth industrial markets. Operational Excellence: Management has focused intensively on margin expansion, achieving record operating margins of 18.9% in fiscal 2024 through pricing actions, cost optimization, and portfolio management. The company has also optimized its global manufacturing footprint to improve efficiency and reduce geopolitical risks.
TEL company profile · for informational purposes only — not investment advice.
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