TE Connectivity Ltd - Registered Shares
TEL
Market Cap$44.46B
Close$
Earnings Call Q2 2025
April 23, 2025 - AI Summary
Strong Financial Performance: TE Connectivity reported second-quarter sales of $4.1 billion, exceeding guidance with a 5% organic growth and a 4% reported growth year-over-year. The adjusted earnings per share (EPS) reached a record $2.10, up 13% vs. the prior year, reflecting strong operational performance across segments.
Guidance for Q3 Fiscal 2025: The company expects third-quarter sales to increase to $4.3 billion (5% organic growth year-over-year) and adjusted EPS to be around $2.06, an 8% increase year-over-year. The guidance includes contributions from the Richards acquisition and pricing adjustments to mitigate tariff impacts.
Tariff Impacts: TE Connectivity anticipates a cost impact of approximately 3% of sales due to enacted tariffs, primarily affecting its industrial segment. The company plans to mitigate about one-third of this impact through sourcing changes while recovering the remaining cost through price actions, which will contribute to a two-point pricing increase related to tariff recovery.
Exclusive for Stockcircle Pro members
Sign up
$129.43
14.9% downside
Current Fair Value
14.9% downsideOvervalued by 14.9% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $44.46 Billion |
|---|---|
| Enterprise Value | $47.92 Billion |
| Dividend Yield | $2.6 (1.73414259987994%) |
| Earnings per Share | $10.4 |
| Beta | 1.24 |
| Outstanding Shares | 298,000,000 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 32.14 |
|---|---|
| PEG | 13.25 |
| Price to Sales | 2.87 |
| Price to Book Ratio | 3.8 |
| Enterprise Value to Revenue | 2.99 |
| Enterprise Value to EBIT | 16.9 |
| Enterprise Value to Net Income | 12 |
| Total Debt to Enterprise | 0.13 |
| Debt to Equity | 0.5 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About TE Connectivity Ltd
80,000 employees
CEO: Thomas Lynch TE Connectivity is a $12 billion global industrial technology leader creating a safer, sustainable, productive and connected future. Its broad range of connectivity and sensor solutions, proven in the harshest environments, enable advanc...