TE Connectivity Ltd - Registered Shares

TE Connectivity Ltd - Registered Shares

TEL

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Market Cap$59.35B
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Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
TE Connectivity Ltd - Registered SharesTE Connectivity Ltd - Registered Shares20.61.43%22%3.20.5

Earnings Call Q3 2026

July 22, 2026 - AI Summary

Strong Q3 performance + record orders/backlog (drives confidence into FY27) - Sales: $5.2B, +14% reported / +12% organic YoY - Orders: $5.7B record, +27% YoY and +7% sequential - Book-to-bill: ~1.1 both for the quarter and YTD - Backlog: record positioning expected to support continued growth into fiscal 2027 (starts in Oct) - Earnings: Adj. EPS $2.94 (+22% YoY); Adj. operating margins +90 bps YoY (to 21.9%)
FY26 outlook raised/confirmed with sizable growth and EPS acceleration - Q4 guidance: Sales ~$5.25B (+11% YoY), Adj. EPS ~$3.05 - Full-year guidance (FY26): Sales ~+15% (now >$2.5B incremental revenue in 2026) - Full-year: Adj. EPS +23% YoY (expects double-digit earnings growth) with margin expansion - Surprising/positive nuance: Management attributes performance to being “well ahead” of through-cycle model—i.e., strength is not just cyclical, but linked to structural capex themes.
Segmentation: where growth is coming from (and how AI/data & power translate to TE) - Industrial Solutions (Q3): sales +22% reported / +21% organic YoY; led by >30% organic growth in DDN and energy - Digital Data Networks (DDN): sales +34% YoY; management expects full-year DDN growth consistent with prior commentary - AI mix: DDN AI-related portion expected to continue increasing (management cited “~70%+” of DDN bookings year-to-date, with ongoing upward trend each quarter) - Optical: progress supported by RAM Photonics; but meaningful revenue timing for certain FAU optical scale-up items framed as 2028+ - Energy: organic sales +33% (grid hardening + data center power) - Transportation Solutions (Q3): sales +7% reported / +5% organic YoY - Commercial Transportation stronger (+20% reported / +18% organic) - Automotive grew +5% reported / +3% organic despite slightly down vehicle production—content outperformance remains a key theme - China risk narrative offset: China auto production down but TE’s China business grew (6% vs production down ~2%), with exports offsetting domestic weakness

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$259.88

Target Price by Analysts

29.8% upsideTE Connectivity Ltd - Registered Shares Target Price DetailsTarget Price
$277.75

Current Fair Value

38.7% upside

Undervalued by 38.7% based on the discounted cash flow analysis.

Share Statistics

Market cap$59.35 Billion
Enterprise Value$64.20 Billion
Dividend Yield$2.91 (1.43%)
Earnings per Share$6.2
Beta1.17
Outstanding Shares293,000,000

Return

Return on Equity21.96%ROE
Return on Assets11.32%
Return on Invested Capital17.50%

Valuation & Multiples

P/E Ratio20.58P/E Ratio
PEG-38.21PEG
Price to Sales3.18Price to Sales
Price to Book Ratio4.45Price to Book Ratio
Enterprise Value to Revenue3.47
Enterprise Value to EBIT17.22
Enterprise Value to Net Income22
Total Debt to Enterprise0.09
Debt to Equity0.45Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
July 22, 2026
EPS Estimate
$2.85
Average shareholder expectation
Revenue Estimate
$5.01 B
Average shareholder expectation

Next Earnings Call

Expected Date
November 4, 2026
EPS Estimate
$2.96
Average shareholder expectation
Revenue Estimate
$5.22 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.0000 268.67%
Total Calls- 100.00%
Total Puts- 100.00%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %3.03% 88.22%
Total Invested$1.42B 97.46%
Investors Holding241 1062.00%

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...

Relevant Senate Committees

Joint Committee on Taxation

This committee's official revenue estimates and technical analysis are crucial for tax legislation. Its influence directly shapes corporate tax structures and capital investment credits, which profoundly impact TE Connectivity's financial planning, capital allocation, and overall tax burden.

Finance

As the most powerful economic committee, it controls taxation and trade. Its decisions on corporate tax policy directly impact TE Connectivity's profitability, while trade policies and tariffs significantly influence its global supply chain costs, pricing strategies, and international competitiveness.

Appropriations

This committee directly allocates discretionary federal spending. Its subcommittees determine the precise funding for defense programs, infrastructure projects, and scientific research – all key end-markets for TE Connectivity's products – directly impacting its customers' order books and revenue opportunities.

Health, Education, Labor, and Pensions

TE Connectivity's medical technology segment is directly impacted by FDA regulations, which fall under this committee's jurisdiction for product approvals and market access. Additionally, as a global employer of 80,000, labor laws and regulations are highly relevant to its operational costs.

Judiciary

This committee's oversight of antitrust laws and intellectual property (IP) is critically important for a global industrial technology leader like TE Connectivity. IP protection is central to its business model, and antitrust decisions can impact strategic M&A activities.

Armed Services

TE Connectivity's robust solutions are 'proven in the harshest environments,' strongly indicating significant defense applications. This committee's authorization of the annual NDAA and direction of R&D funding directly determine revenue streams and project opportunities for defense contractors who are key customers for TE Connectivity.

Commerce, Science, and Transportation

This committee has vast jurisdiction directly impacting TE Connectivity. It regulates interstate commerce, aerospace (FAA), and telecommunications ('data communications' in TEL's description), influencing 'Big Tech' through privacy and net neutrality, all critical areas for TE Connectivity's products and customers.

Energy and Natural Resources

TE Connectivity provides connectivity and sensor solutions for the energy sector, including renewable energy and grid modernization. This committee's oversight of national energy policy and Department of Energy directly impacts a critical market for TE Connectivity's products.