TE Connectivity Ltd - Registered Shares
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Earnings Call Q4 2026
October 28, 2026 - AI Summary
FY2026 strong execution; double-digit growth + margin expansion + record cash
- Q4 FY2026: $5.3B sales (+13% organic YoY), $6.1B orders (+29% YoY); Adjusted EPS $3.14 (+21% EPS growth); adjusted operating margin +100 bps YoY to 22.1%.
- Full-year FY2026: ~$20B sales (+15% reported, +12% organic YoY), orders >$22B, record backlog; Adjusted EPS +24% to $11.52, adjusted operating margin +120 bps to 22%.
- Cash: Free cash flow (FCF) $3.4B (+$200M YoY), 100% FCF conversion; returned ~$2.8B to shareholders (share repurchases + dividends).
Outlook: FY2027 expected to keep growing at a similar organic pace (~double-digit)
- Q1 FY2027 guidance: Sales $5.35B (+15% YoY reported and organic); Adjusted EPS ~ $3.30 (+21% YoY).
- Full-year theme: Management expects another year of double-digit organic sales growth in FY2027, similar to FY2026’s ~12% organic (i.e., sustained demand rather than a slowdown).
- Seasonality note: Q1 slightly above seasonal, attributed to Industrial segment seasonality being less negative than usual (only slight down vs typical seasonal decline).
Orders/backlog momentum supports the forecast (with clear segment drivers)
- Q4: book-to-bill 1.14; backlog strength entering FY2027.
- FY2027 backlog commentary: backlog ~ $8B, up ~30% YoY; majority of backlog growth (~60%) driven by Digital Data Networks (DDN) and Aerospace & Defense/AD&M.
- DDN-specific: continued build-out with hyperscalers; expect DDN revenue to add >$1B in FY2027, majority from AI applications, with >half of growth in the second half.
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$247.57
13.7% upsideTE Connectivity Ltd - Registered Shares Target Price Details
Target Price by Analysts
13.7% upsideTE Connectivity Ltd - Registered Shares Target Price Details$173.62
20.3% downside
Current Fair Value
20.3% downsideOvervalued by 20.3% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $59.93 Billion |
|---|---|
| Enterprise Value | $64.22 Billion |
| Annual dividend | $2.98 |
| Dividend yield | 1.44% |
| Earnings per Share | $11.14 |
| Beta | 1.14 |
| Outstanding Shares | 292,000,000 |
Return
| Return on Equity | 23.97% |
|---|---|
| Return on Assets | 12.20% |
| Return on Invested Capital | 18.69% |
Valuation & Multiples
| P/E Ratio | 18.58 |
|---|---|
| PEG | 51.98 |
| Price to Sales | 3.2 |
| Price to Book Ratio | 4.74 |
| Enterprise Value to Revenue | 3.23 |
| Enterprise Value to EBIT | 16.12 |
| Enterprise Value to Net Income | 19 |
| Total Debt to Enterprise | 0.09 |
| Debt to Equity | 0.44 |
Revenue Sources
No data
Last Earnings Call
Report Date
November 4, 2026
EPS Estimate
$3.07
Consensus analyst estimateRevenue Estimate
$5.27 B
Consensus analyst estimateNext Earnings Call
Expected Date
January 20, 2027
EPS Estimate
$3.30
Consensus analyst estimateRevenue Estimate
$5.35 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.0000▼ 23.00% |
|---|---|
| Total Calls | 1,800▼ 99.89% |
| Total Puts | -▼ 100.00% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 13.61%▼ 81.56% |
|---|---|
| Total Invested | $8.27B▼ 85.19% |
| Investors Holding | 674▼ 642.00% |
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...