TE Connectivity Ltd. TEL

218.59 4.92 2.30% as of 25 Sep
Market cap
$61.9B
P/E
21.2×
Indexes indicate stock being part of an index,
Growth Flags show if company had growth for consecutive years

Insider Decisions

Total sells 52.50
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — 2 2 — 4 1 1 1 1 — — —
Insider Ownership 0.62%

Capital & Financial Ratios

Market Cap 61,860.00
Revenue 19,322.00
Net Income 3,016.00
Free Cash Flow 3,325.00
Net Debt 4,291.00
Current Ratio 1.88
Debt/Equity 0.42
P/E ratio 21.24
P/S ratio 3.29
P/B ratio 4.80
Past 5Y EPS Growth 12.73%
This Y EPS Growth 30.67%
Next Y EPS Growth 13.53%
Next 5Y EPS Growth 18.02%
in millions of $

Dividends

Payout Ratio 0.35
Annual Dividend Rate 2.36
Annual Dividend Yield 1.68%
total individual payouts
2028 Powerpack
2027 Powerpack
2026 0.63
0.71
0.78
0.78
2025 0.62
0.65
0.71
0.71
0.71
2024 3.19
0.59
0.65
0.65
1.30
2023 2.33
0.56
0.59
0.59
0.59
2022 2.18
0.50
0.56
0.56
0.56
2021 1.98
0.48
0.50
0.50
0.50
2020 1.90
0.46
0.48
0.48
0.48
2019 1.82
0.44
0.46
0.46
0.46
2018 1.72
0.40
0.44
0.44
0.44
2017 1.57
0.37
0.40
0.40
0.40
2016 1.44
0.33
0.37
0.37
0.37
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 1,661 1,319 1,255 1,239
Receivables 2,967 3,055 3,403 3,749
Inventory 2,552 2,517 2,699 3,027
Other 712 — — —
7,892 7,631 7,966 8,743
2023 2024 2025 Q'26
Payables 1,563 1,728 2,021 2,409
ST’ Debt 800 — — —
Other 1,960 — — —
4,463 4,746 5,120 4,660
in millions of $

Compound Annual Growth

10y 5y 3y
Sales 3.50% 7.24% 1.97%
Cash Flow 7.93% 15.75% 18.81%
Earnings (2.69%) 0.00% (8.80%)
Book Value 2.76% 6.05% 5.22%

Revenue

Dec Mar Jun Sep Year
’26 4,669 4,744 5,160 — —
’25 3,836 4,143 4,534 4,749 17,262
’24 3,831 3,967 3,979 4,068 15,845
’23 3,841 4,160 3,998 4,035 16,034
’22 3,818 4,007 4,097 4,359 16,281
’21 3,522 3,738 3,845 3,818 14,923
’20 3,168 3,195 2,548 3,261 12,172
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Dec Mar Jun Sep Year
’26 865 947 1,185 — —
’25 878 653 1,187 1,421 4,139
’24 719 710 1,006 1,042 3,477
’23 581 634 779 1,138 3,132
’22 532 413 579 944 2,468
’21 640 580 682 774 2,676
’20 411 481 380 720 1,992
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Dec Mar Jun Sep Year
’26 608 680 883 — —
’25 674 424 962 1,154 3,214
’24 570 543 867 833 2,813
’23 399 446 614 945 2,404
’22 414 243 409 740 1,806
’21 499 495 539 539 2,072
’20 235 351 253 610 1,449
in millions of $ · fiscal quarters ending in the months shown

EPS

Dec Mar Jun Sep Year
’26 2.53 2.90 2.55 — —
’25 1.75 0.04 2.14 2.22 6.16
’24 5.76 1.75 1.86 0.90 10.33
’23 1.24 1.36 1.67 1.75 6.03
’22 1.72 1.71 1.83 2.21 7.47
’21 1.14 1.51 1.74 2.40 6.79
’20 0.08 (1.37) (0.12) 0.69 (0.73)
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

1.9
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
51.70 66.20 69.84 72.24 48.62 116.87 104.76 113.46 128.52 116.30

Analyst estimates 2026–2028

Powerpack
Low Price
71.87 97.17 108.23 97.99 121.23 166.44 165.81 146.60 159.98 250.67
High Price
75,000 78,000 80,000 78,000 82,000 89,000 92,000 90,000 87,000 93,000
Employees
0 0 0 0 0 0 0 0 0 0
Revenue/Emp
11,352 12,185 13,988 13,448 12,172 14,923 16,281 16,034 15,845 17,262
Revenue
33.71% 34.33% 33.92% 32.67% 30.69% 32.75% 32.21% 31.53% 34.43% 35.22%
Gross Margin
1,021 1,720 2,240 1,931 524 2,378 2,733 2,268 2,797 3,204
EBT
8.99% 14.12% 16.01% 14.36% 4.30% 15.94% 16.79% 14.14% 17.65% 18.56%
EBT Margin
2,009 1,683 2,565 1,844 (241) 2,261 2,428 1,910 3,193 1,842
Net Income
560 611 667 690 1,611 769 785 794 826 838
Depreciation
31.02 34.32 39.97 39.79 36.66 45.22 50.41 50.90 51.61 58.12
Revenue/Sh
5.49 4.74 7.33 5.46 (0.73) 6.85 7.52 6.06 10.40 6.20
Earnings/Sh
5.32 6.54 7.00 7.17 6.00 8.11 7.64 9.94 11.33 13.94
Cash Flow/Sh
(1.63) (1.86) (2.61) (2.09) (1.64) (1.83) (2.05) (2.31) (2.16) (3.11)
Capex/Sh
3.69 4.68 4.40 5.08 4.36 6.28 5.59 7.63 9.16 10.82
Free CF/Sh
23.18 27.47 30.95 31.27 28.26 32.22 33.44 36.67 40.24 42.37
Book Value/Sh
366 355 350 338 332 330 323 315 307 297
Shares
11.62 17.64 11.77 17.03 0.00 20.00 14.70 20.33 14.60 35.29
PE Ratio
2.08 2.44 2.17 2.34 2.67 3.03 2.19 2.42 2.93 3.78
PS Ratio
2.78 3.05 2.81 2.98 3.46 4.26 3.30 3.36 3.75 5.18
PB Ratio
2.37 2.71 2.39 2.59 2.94 3.24 2.39 2.59 3.10 4.03
EV/Sales
19.94 19.89 21.74 20.30 24.68 23.31 21.53 17.26 17.48 21.65
EV/FCF
1,947 2,321 2,451 2,422 1,992 2,676 2,468 3,132 3,477 4,139
Op' Cash Flow
(595) (660) (912) (706) (543) (604) (662) (728) (664) (925)
Capex
1,352 1,661 1,539 1,716 1,449 2,072 1,806 2,404 2,813 3,214
FCF
1,709 2,079 1,789 2,014 2,094 2,607 2,636 3,429 2,885 2,846
Working Cap'
4,070 4,344 4,000 3,965 4,262 4,210 4,332 4,329 3,332 4,842
Total Debt
3,423 3,126 3,152 3,038 3,317 3,007 3,244 2,668 2,013 3,587
Net Debt
8,485 9,751 10,831 10,570 9,383 10,634 10,802 11,551 12,355 12,585
Sh' Equity
10.52% 9.09% 12.89% 9.20% (1.24%) 11.11% 11.50% 8.99% 14.33% 7.69%
ROA
9.49% 9.11% 10.42% 9.08% 2.64% 11.15% 12.26% 10.13% 12.16% 12.41%
ROIC
22.24% 18.46% 24.92% 17.23% (2.42%) 22.59% 22.65% 17.09% 26.71% 14.77%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Sep 2025 · latest quarter Jun 2026

TE Connectivity Ltd. peers in Electronic Components

Company Market cap P/E Compare
FLEX Flex Ltd. $42.0B 44.3× Compare
JBL Jabil, Inc. $32.9B 39.1× Compare
GLW Corning Incorporated $135.2B 70.9× Compare
APH Amphenol Corporation $207.1B 40.0× Compare
Company Market cap P/E Compare
FN Fabrinet $14.5B 31.6× Compare
TTMI TTM Technologies, Inc. $13.6B 56.7× Compare
VICR Vicor Corporation $13.0B 88.4× Compare
SANM Sanmina Corporation $12.0B 39.4× Compare

All 49 Electronic Components stocks →

TEL metrics, ten years each

TE Connectivity Ltd. (TEL) key facts

  • TE Connectivity Ltd. (TEL) is an Electronic Components company in the Technology sector, listed on the New York Stock Exchange.
  • TE Connectivity Ltd.’s revenue for fiscal 2025 (year ended September 2025) was $17.3 billion, up 8.94% from fiscal 2024.
  • Net income was $1.8 billion, or $6.20 per share (basic), a net margin of 10.7%.
  • As of September 25, 2026, TEL traded at $218.59, a market capitalization of $61.9 billion.
  • At that price the stock trades at 21.2× trailing-twelve-month earnings and 3.3× sales.
  • TE Connectivity Ltd. pays an annual dividend of $2.36 per share, a yield of 1.68%, with a payout ratio of 35.1%.
  • Return on equity was 14.8% and debt-to-equity 0.42.

Source: company filings (standardised) and stockrow calculations.

TE Connectivity Ltd. (TEL) Latest News

News by impact score

Fine-tune

23 Sep

3

TE Connectivity Ltd. (TEL) has been upgraded to Zacks Rank #2 (Buy) on rising earnings estimates. The upgrade signals a stronger earnings outlook and potential near-term stock strength as institutions react to revisions. TEL's fiscal year ending September 2026 is forecast at $11.48 per share, unchanged year over year, with the Zacks Consensus up 1.6% over three months. The firm says earnings revisions drive stock moves, and TEL now sits in the top 20% of Zacks-covered stocks. If revisions continue, TEL could see additional upside in the near term. Earnings revisions and the upgrade to Buy imply near-term upside, but lack of broader strategic catalysts keeps the impact moderate.

14 Aug

3

TE Connectivity (TEL) receives a Buy rating upgrade from analysts with outlined rationale supporting the improved recommendation. Analyst Buy upgrade may lift near-term investor sentiment and share price without altering core operations.

3

Amphenol broadens AI interconnect opportunities through expanded offerings, heightening competition for TE Connectivity Ltd. (TEL) in connectors and related components. Amphenol's AI interconnect growth directly pressures TEL's competitive stance in key high-speed connectivity markets.

11 Aug

3

TE Connectivity faces margin pressures amid accelerating demand, raising questions if the company is at a critical inflection point. Margin pressures offset by demand growth point to moderate effects on financial performance and market position.

31 Jul

3

Amphenol advances AI positioning via targeted acquisitions, with potential implications for sector competition including connectivity providers. Amphenol's AI-focused acquisitions may exert competitive pressure on TE Connectivity in data center and edge connectivity markets.

28 Jul

4

TE Connectivity posted record orders confirming AI demand strength, yet its stock moved on guidance details rather than the order beat. Record orders signal major revenue upside from AI infrastructure while guidance focus can shift near-term valuation and investor sentiment.

22 Jul

4

TE Connectivity reported record orders in its Q3 2026 earnings call along with strategic progress. Record orders indicate strong demand that can drive revenue growth and shift market positioning.

4

TE Connectivity exceeded guidance in its third quarter of fiscal 2026, achieving 14% sales growth and 19% EPS growth. Above-guidance quarterly results with double-digit sales and EPS growth demonstrate robust performance likely to boost investor sentiment and company trajectory.

3

TE Connectivity Ltd. posted strong earnings results, but its stock price fell due to investor worries about artificial intelligence. Strong earnings overshadowed by AI-related investor concerns leading to immediate stock decline.

3 transcript

TE Connectivity Ltd. held its Q3 2026 earnings call covering financial results, segment performance, and forward guidance. Earnings call details quarterly results and outlook that can shift near-term investor sentiment without major structural change.

3 transcript

TE Connectivity Ltd. (TEL) released Q3 earnings call highlights covering financial results and operational updates. Q3 earnings details provide financial metrics that may influence short-term stock performance.

3

TE Connectivity earnings and guidance combined with Astrodyne TDI acquisition boost investor confidence in TEL stock value. Earnings, guidance and Astrodyne TDI acquisition moderately affect TE Connectivity financial performance and competitive stance.

3

TE Connectivity (TEL) Q3 earnings missed or beat estimates on key metrics such as revenue and EPS, providing a direct view of quarterly financial performance versus analyst forecasts. Q3 earnings versus estimates on core metrics can moderately shift short-term investor views on TEL financial trajectory.

3

TE Connectivity (TEL) shows ongoing earnings outperformance that could reframe its investment case for investors. Earnings outperformance moderately influences financial perception and investor sentiment without signaling major strategic shifts.

3

TE Connectivity Ltd. delivered strong earnings that defied AI slowdown concerns, driving stock gains. Solid earnings reinforce positive investor sentiment toward TE Connectivity without signaling major strategic shifts.

20 Jul

3

TE Connectivity Ltd. prepares to report Q3 earnings, with focus on potential effects on stock performance. Upcoming earnings can move TEL stock price and sentiment without shifting long-term fundamentals.

2 Jul

3

TE Connectivity (TEL) stock could be fairly valued following record orders. Record orders indicate stronger demand that may lift revenues and affect valuation.

1 Jul

4

TE Connectivity reports a surge in orders tied to AI and electrification demand, prompting questions on whether this shifts the company's long-term investment outlook and market positioning. AI and electrification order surge indicates major growth drivers that could significantly reshape TEL's trajectory and investor sentiment.

27 Jun

3

TE Connectivity plc positions its connectors to capitalize on growth in AI, electric vehicles, and factory automation. Connector technology aligns TE Connectivity with expanding AI, EV, and automation markets, supporting revenue growth.

11 Jun

3

TE Connectivity (TEL) shares fell 5.9% after its AI data center revenue outlook increased, raising questions on whether the bull case has changed. AI data center revenue outlook increase triggers stock drop and questions on growth trajectory.

8 Jun

3

TE Connectivity (TEL) valuation draws investor attention amid rising optimism in AI and data center sectors. AI and data center optimism lifts TEL investor interest with moderate effects on market sentiment and performance.

24 May

3

TE Connectivity posted record Q2 EPS beat with broad-based growth across segments. Record EPS beat and growth indicate solid results that may lift sentiment without fundamentally reshaping long-term trajectory.

14 May

3

TE Connectivity Ltd. (TEL) qualifies as a solid growth stock backed by three key reasons including robust earnings growth, strong market position, and favorable industry trends. Positive growth outlook moderately bolsters investor confidence and stock trajectory.

6 May

4

TE Connectivity reported strong Q2 results with sales up 3% and adjusted EPS of $1.98, beating estimates, alongside upbeat full-year guidance projecting 3-4% organic growth and $8.20-$8.40 adjusted EPS amid transportation and industrial segments' strength. Strong Q2 beat and raised guidance indicate sustained momentum in key segments, positively influencing future financial trajectory and investor sentiment.

28 Apr

3

Wall Street analysts expect TE Connectivity Ltd. (TEL) stock to rally 25.15%, prompting evaluation of its realization potential amid positive consensus targets and recent performance. Analyst consensus projecting 25.15% upside signals moderately noticeable boost to investor sentiment and stock trajectory.

25 Apr

4

TE Connectivity (TEL) stock plunged 12.8% despite record Q2 orders and raised AI revenue outlook, prompting questions on whether the bull case remains intact. A 12.8% stock drop after strong Q2 results and AI growth signals major investor sentiment shift with potential trajectory impact.

24 Apr

3

TE Connectivity reported Q2 earnings highlights including revenue growth, adjusted EPS, segment performance in transportation and industrial solutions, raised full-year guidance, and optimistic outlook amid market challenges. Q2 earnings beats and raised guidance moderately boost investor confidence and near-term stock performance.

23 Apr

4

TE Connectivity (TEL) reported strong revenue growth and strategic advancements in its Q2 2026 earnings call highlights. Strong revenue growth and strategic initiatives indicate significant positive influence on TEL's financial performance and market trajectory.

22 Apr

4

TE Connectivity Ltd. issued Q2 2026 earnings call summary highlighting financial results, segment performance, and outlook. Q2 2026 earnings summary reveals financial metrics and guidance pivotal to TEL's valuation and trajectory.

3

TE Connectivity beat earnings expectations and is evaluating geopolitical risks alongside its pricing power. Earnings beat boosts short-term sentiment while geopolitical risks and pricing power assessment moderately affect financial trajectory.

stockrow.com/TEL · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com