TE Connectivity Ltd - Registered Shares

TE Connectivity Ltd - Registered Shares

TEL

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Market Cap$62.29B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
TE Connectivity Ltd - Registered SharesTE Connectivity Ltd - Registered Shares21.51.36%22%3.50.5

Earnings Call Q2 2026

April 22, 2026 - AI Summary

Strong Financial Performance: TE Connectivity reported Q2 sales of over $4.7 billion, up 15% year-over-year (YOY), with organic growth of 7%. Adjusted earnings per share reached a record $2.73, marking a 24% increase compared to the previous year. The operating margin on an adjusted basis expanded to 21.7%, a growth of 130 basis points YOY, driven by operational efficiencies.
Order Trends and Backlog Growth: The company achieved record orders of $5.3 billion in Q2, reflecting a 1.12 book-to-bill ratio and strong performance across all business segments and regions. The majority (70%) of order growth came from the Industrial segment, which saw a remarkable 40% growth YOY. This strong demand indicates a robust backlog supporting continued growth.
Ambitious Growth Forecasts: TE Connectivity expects to deliver over $2 billion of growth for the fiscal year, with Q3 sales anticipated to be around $5 billion (a 10% increase YOY) and adjusted earnings per share expected to rise to approximately $2.83 (up 17% YOY). This reflects a commitment to sustained double-digit earnings growth and margin expansion.

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$262.00

Target Price by Analysts

20% upsideTE Connectivity Ltd - Registered Shares Target Price DetailsTarget Price
$287.40

Current Fair Value

31.6% upside

Undervalued by 31.6% based on the discounted cash flow analysis.

Share Statistics

Market cap$62.29 Billion
Enterprise Value$67.14 Billion
Dividend Yield$2.91 (1.36%)
Earnings per Share$6.2
Beta1.18
Outstanding Shares293,000,000

Return

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

Valuation & Multiples

P/E Ratio21.52P/E Ratio
PEG-39.95PEG
Price to Sales3.47Price to Sales
Price to Book Ratio4.85Price to Book Ratio
Enterprise Value to Revenue3.62
Enterprise Value to EBIT18.01
Enterprise Value to Net Income23
Total Debt to Enterprise0.09
Debt to Equity0.45Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
April 29, 2026
EPS Estimate
$2.67
Average shareholder expectation
Revenue Estimate
$4.72 B
Average shareholder expectation

Next Earnings Call

Expected Date
July 22, 2026
EPS Estimate
$2.81
Average shareholder expectation
Revenue Estimate
$5.01 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio2.6867 155.74%
Total Calls783,813 8.83%
Total Puts2,105,877 158.92%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %90.91% 0.49%
Total Invested$55.85B 6.99%
Investors Holding1,293 3.00%

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.