Overview

* TE Connectivity ( TEL ) Q4 sales grew 17% yr/yr, beating analyst expectations

* Adjusted EPS for Q4 was $2.44, exceeding consensus estimates

* Company achieved record full-year sales, operating margin, and cash generation

Outlook

* TE Connectivity ( TEL ) expects Q1 FY26 sales of approximately $4.5 bln, up 17% year over year

* Company anticipates Q1 FY26 GAAP EPS of $2.33, up 33% year over year

* TE Connectivity ( TEL ) forecasts Q1 FY26 adjusted EPS of $2.53, up 23% year over year

Result Drivers

* INDUSTRIAL SEGMENT - Sales increased 24% driven by innovations serving AI and energy customers

* TRANSPORTATION SEGMENT - Content growth from increased data connectivity and electrified power train

* OPERATIONAL RESILIENCE - Strong operational performance across both segments drove record margins

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q4 Sales Beat $4.74 $4.58

bln bln (17

Analysts

)

Q4 Beat $2.44 $2.28

Adjusted (17

EPS Analysts

)

Q4 EPS $2.23

from

continui

ng

operatio

ns

Q4 Net $663 mln

Income

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 15 "strong buy" or "buy", 6 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the electronic equipment & parts peer group is "buy"

* Wall Street's median 12-month price target for TE Connectivity PLC ( TEL ) is $235.00, about 0.7% below its October 28 closing price of $236.54

* The stock recently traded at 24 times the next 12-month earnings vs. a P/E of 19 three months ago

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)