TE Connectivity Ltd - Registered Shares
TEL
Market Cap$49.48B
Close$
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.
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$132.43
21.5% downside
Current Fair Value
21.5% downsideOvervalued by 21.5% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $49.48 Billion |
|---|---|
| Enterprise Value | $52.94 Billion |
| Dividend Yield | $2.66 (1.59405525259184%) |
| Earnings per Share | $10.4 |
| Beta | 1.22 |
| Outstanding Shares | 298,000,000 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 35.78 |
|---|---|
| PEG | 14.75 |
| Price to Sales | 3.18 |
| Price to Book Ratio | 4.22 |
| Enterprise Value to Revenue | 3.3 |
| Enterprise Value to EBIT | 18.67 |
| Enterprise Value to Net Income | 13 |
| Total Debt to Enterprise | 0.11 |
| 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...