TEL · NYSE · Semiconductors

TE Connectivity

Connects vehicles, factories, data centers, grids and medical devices with engineered components.

$202.66
After-hours close+0.03 (+0.01%)
At close$202.63(−0.18%)
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Profile

TE Connectivity Ltd.TELInformation Technology

Sells connectors, terminals, sensors and related components for vehicles, data networks, automation, aerospace, energy grids and medical devices. Transportation and Industrial Solutions generate product revenue worldwide, while automotive remains the largest end market and a major source of customer pricing pressure.

Designs and manufactures connectors, terminals, sensors, relays, wire, cable and related components that move power, signal and data through equipment. Transportation Solutions centers on automotive and commercial vehicles, adding sensor platforms and connectivity engineered for vibration, heat and other harsh conditions.

Industrial Solutions supplies digital data networks, factory and building automation, aerospace, defense and marine systems, energy grids, and medical devices. Broad component catalogs, application tooling and customer-specific engineering support equipment makers across Asia-Pacific, EMEA and the Americas; AI data centers and grid modernization have become important sources of demand.

Automotive remains the largest end market and accounts for most Transportation Solutions sales, tying demand and pricing to vehicle production, model content and the sourcing decisions of large manufacturers.

Company facts

CEOTerrence R. Curtin
ListedJun 14, 2007
ExchangeNYSE
HeadquartersGalway, Ireland
CountryIreland
Employees93,000
CIK0001385157
ISINIE000IVNQZ81

Key statistics

Market cap$58.76B
EPS (ttm)$10.20
P/E (ttm)19.87
ROE23.2%
P/B4.45
P/S3.07
Dividend yield1.47%
Beta1.58vs XLK 0.02

Year to date −13.1% · Average volume (30d) 2.4M

Analysts

Price target, next 12 months$234.00+15.5%Median of 29 analysts · vs the Aug 28 close
ConsensusHold14 of 29 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionPrior ratingRatingPrior targetTarget
Jul 23, 2026UBSReiterateBuy$261$241
Jul 23, 2026Robert W. BairdTarget$238$225
Jun 22, 2026Evercore ISI GroupDowngradeOutperformIn Line
Jun 21, 2026Evercore ISITarget$175$230
Jun 15, 2026BarclaysReiterateOverweight$302$300

Earnings

EPS

Estimate$3.07
ReportedDue Nov 4, 2026

Revenue

Estimate$5.27B
ReportedDue Nov 4, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Jul 22, 2026Q3 FY26$2.85$2.94+3.2%$5.01B$5.16B+2.9%−0.74%
Apr 22, 2026Q2 FY26$2.69$2.73+1.5%$4.75B$4.74B0.0%−1.50%
Jan 21, 2026Q1 FY26$2.55$2.72+6.7%$4.53B$4.67B+3.1%+0.15%
Oct 29, 2025Q4 FY25$2.29$2.44+6.6%$4.58B$4.58B−0.1%+1.12%
View details

Financial highlights

12 quartersQ2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26
Revenue$4.14B$4.53B$4.58B$4.67B$4.74B$5.16B
Gross profit$1.46B$1.60B$1.47B$1.74B$1.75B$1.84B
Operating income$748.0M$898.0M$744.0M$976.0M$954.0M$981.0M
Net income$13.0M$638.0M$663.0M$750.0M$855.0M$748.0M
Diluted EPS$0.04$2.14$2.22$2.53$2.90$2.55
Gross margin35.2%35.3%32.0%37.2%36.8%35.6%
Operating margin18.1%19.8%16.3%20.9%20.1%19.0%

Fiscal years (4-quarter sums)FY21 $14.92B · FY22 $16.28B · FY23 $16.03B · FY24 $15.85B · FY25 $17.09B

Revenue by product · Q3 FY26

Industrial Solutions$2.58B · 50%
Transportation Solutions$2.58B · 50%

Revenue by geography · Q3 FY26

Asia Pacific$1.95B · 38%
E M E a$1.65B · 32%
Americas$1.56B · 30%

Balance sheet, Jun 26, 2026Cash & short-term investments $1.24B · Total debt $5.63B · Total assets $26.07B · Shareholders' equity $13.25B

Dividends

Next ex-date
Nov 21, 2026
estimated · in 84 days
Annual dividend
$2.98
per share
Dividend yield
1.47%
Schedule
Quarterly
4 payments a year

Raised for 17 straight years — most recently to $0.78 from $0.71 in May 2026. To collect a payout, hold shares through the close before the ex-date.

History

Ex-dateRecordPaidAmountNote
Aug 21, 2026Aug 21Sep 11$0.78
May 22, 2026May 22Jun 12$0.78raised from $0.71
Feb 20, 2026Feb 20Mar 13$0.71
Nov 21, 2025Nov 21Dec 12$0.71
Aug 22, 2025Aug 22Sep 12$0.71
May 21, 2025May 21Jun 10$0.71raised from $0.65
Feb 21, 2025Feb 21Mar 7$0.65
Nov 22, 2024Nov 22Dec 6$0.65
View details

Ownership

Institutions 128.11%Insiders 0.10%

A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.

Shares outstanding 289.94M · Float 289.16M · 99.7% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
BlackRock, Inc.27.14M9.36%13FAug 7, 2026
Vanguard Capital Management LLC19.04M6.57%13FAug 13, 2026
Dodge & Cox16.97M5.85%13FAug 13, 2026
Vanguard Portfolio Management LLC16.82M5.80%13FAug 13, 2026
State Street Corp13.64M4.70%13FAug 7, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Jun 1, 2026Shadrak W. Kroegerofficer: Pres., Industrial Solutions−9,400$215.00
May 6, 2026Shadrak W. Kroegerofficer: Pres., Industrial Solutions−9,400$215.00
Apr 8, 2026Shadrak W. Kroegerofficer: Pres., Industrial Solutions−9,400$223.26
Mar 2, 2026Shadrak W. Kroegerofficer: Pres., Industrial Solutions−9,400$222.52
Feb 13, 2026Shadrak W. Kroegerofficer: Pres., Industrial Solutions−15,965$233.75
View details

Peers

  • Amphenol

    Head-to-head connector and sensor rival across all major end markets.

  • Aptiv

    Automotive wiring and connector rival for EV high-voltage architectures.

  • Sensata Technologies

    Mission-critical sensor rival for automotive, industrial, and aerospace.

  • Hubbell

    Utility grid and industrial electrical rival; energy connector overlap.

  • Honeywell Technologies

    Industrial conglomerate with selective aerospace and industrial sensor overlap.

  • Integer

    Medical device CDMO; overlaps in minimally invasive catheter interconnect.

CompareAfter-hours close

CompanyPriceChange
TE Connectivity$202.66+0.01%$58.76B19.916.13.1+13.8%
Amphenol$158.44+0.46%$194.49B39.426.96.7+55.0%
Aptiv$45.51−0.57%$9.68B43.67.50.5−37.1%
Sensata Technologies$41.030.00%$5.97B66.210.51.6+5.1%
Hubbell$464.00+0.93%$24.29B27.221.33.9+15.3%
Honeywell Technologies$217.85+0.18%$68.91B8.423.71.9−49.9%
Integer$125.33+0.01%$4.26B34.218.82.3−2.6%
Median36.820.12.1+1.2%