TE Connectivity (NYSE:TEL) Announces Quarterly Earnings Results, Beats Estimates By $0.09 EPS

TE Connectivity (NYSE:TEL) posted its quarterly earnings data on Wednesday. The electronics maker reported $2.94 EPS for the quarter, topping analysts’ consensus estimates of $2.85 by $0.09, FiscalAI reports. TE Connectivity had a return on equity of 23.56% and a net margin of 15.54%.The company had revenue of $5.16 billion for the quarter, compared to analyst estimates of $5.01 billion. During the same period in the previous year, the firm earned $2.27 earnings per share. The firm’s quarterly revenue was up 13.8% on a year-over-year basis. TE Connectivity updated its Q4 2026 guidance to 3.050-3.050 EPS.

Here are the key takeaways from TE Connectivity’s conference call:

• TE Connectivity reported Q3 sales of $5.2 billion, up 14% reported and 12% organically, with adjusted EPS rising 22% to a record $2.94 and margins expanding 90 basis points.
• Management highlighted record orders of $5.7 billion, up 27% year over year, with double-digit order growth across every business and a book-to-bill of 1.1, giving the company strong visibility into fiscal 2027.
• The Industrial Solutions segment was a major growth driver, with 21% organic sales growth led by AI-related demand in Digital Data Networks and strong energy business performance tied to grid hardening and data center power build-outs.
• TE raised its full-year outlook to approximately 15% sales growth and 23% adjusted EPS growth, and said it expects fourth-quarter sales of about $5.25 billion and adjusted EPS of about $3.05.
• The company announced a $1.4 billion acquisition of Astrodyne TDI, a bolt-on deal expected to add more than $250 million in annual sales and broaden TE’s power and filter offerings for mission-critical applications.

TE Connectivity Trading Down 4.2%

Shares of TE Connectivity stock opened at $200.16 on Thursday. The company has a debt-to-equity ratio of 0.42, a quick ratio of 1.20 and a current ratio of 1.89. TE Connectivity has a 52 week low of $187.00 and a 52 week high of $252.56. The stock has a 50 day moving average price of $205.57 and a two-hundred day moving average price of $215.33. The stock has a market capitalization of $58.43 billion, a PE ratio of 20.45, a price-to-earnings-growth ratio of 1.47 and a beta of 1.17.

TE Connectivity Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, September 11th. Shareholders of record on Friday, August 21st will be paid a $0.78 dividend. This represents a $3.12 dividend on an annualized basis and a yield of 1.6%. The ex-dividend date of this dividend is Friday, August 21st. TE Connectivity’s dividend payout ratio (DPR) is 31.87%.

Insider Transactions at TE Connectivity

In other TE Connectivity news, insider Shadrak W. Kroeger sold 9,400 shares of the business’s stock in a transaction on Monday, June 1st. The shares were sold at an average price of $215.00, for a total transaction of $2,021,000.00. Following the completion of the sale, the insider owned 25,976 shares in the company, valued at approximately $5,584,840. The trade was a 26.57% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.60% of the company’s stock.

Institutional Trading of TE Connectivity

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in TEL. Security National Bank of SO Dak raised its holdings in TE Connectivity by 0.5% during the second quarter. Security National Bank of SO Dak now owns 10,865 shares of the electronics maker’s stock worth $1,833,000 after purchasing an additional 50 shares in the last quarter. Summit Financial LLC boosted its holdings in shares of TE Connectivity by 2.6% in the 4th quarter. Summit Financial LLC now owns 2,013 shares of the electronics maker’s stock valued at $458,000 after buying an additional 51 shares in the last quarter. FAS Wealth Partners Inc. grew its position in shares of TE Connectivity by 5.5% in the 4th quarter. FAS Wealth Partners Inc. now owns 1,016 shares of the electronics maker’s stock valued at $231,000 after buying an additional 53 shares during the last quarter. L2 Asset Management LLC grew its position in shares of TE Connectivity by 4.3% in the 3rd quarter. L2 Asset Management LLC now owns 1,386 shares of the electronics maker’s stock valued at $304,000 after buying an additional 57 shares during the last quarter. Finally, Rehmann Capital Advisory Group raised its stake in TE Connectivity by 4.9% during the 3rd quarter. Rehmann Capital Advisory Group now owns 1,253 shares of the electronics maker’s stock worth $275,000 after acquiring an additional 58 shares in the last quarter. 91.43% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of analysts have commented on TEL shares. Zacks Research cut shares of TE Connectivity from a “strong-buy” rating to a “hold” rating in a research report on Monday, June 8th. Jefferies Financial Group upgraded TE Connectivity from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, April 15th. Citigroup lowered their target price on TE Connectivity from $250.00 to $230.00 and set a “buy” rating for the company in a report on Monday, July 13th. Weiss Ratings raised TE Connectivity from a “buy (b-)” rating to a “buy (b)” rating in a research note on Wednesday, April 29th. Finally, Truist Financial lowered their price objective on shares of TE Connectivity from $244.00 to $240.00 and set a “hold” rating for the company in a research note on Thursday, April 23rd. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and seven have issued a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $255.31.

TE Connectivity News Roundup

Here are the key news stories impacting TE Connectivity this week:

• Positive Sentiment: TE Connectivity reported fiscal Q3 earnings of $2.94 per share, topping estimates of $2.85, while revenue of $5.16 billion also beat expectations and rose 13.8% year over year. TE Connectivity Q3 results press release
• Positive Sentiment: The company also issued Q4 guidance above Wall Street forecasts, signaling continued demand strength, especially in its AI-related and industrial businesses. Reuters article on upbeat outlook
• Positive Sentiment: Management highlighted record orders, double-digit sales growth, and strong industrial performance, reinforcing the view that end-market demand remains healthy. TipRanks earnings call highlights
• Neutral Sentiment: Unusually heavy call-option buying suggests some traders are positioning for more upside after the earnings release, but options activity alone does not confirm a sustained move. Call options trading article
• Negative Sentiment: Shares are under pressure because the market is weighing the Astrodyne TDI acquisition and whether the deal could dilute near-term returns or distract from the otherwise strong earnings momentum. MSN article on Astrodyne deal overshadowing results

TE Connectivity Company Profile

TE Connectivity (NYSE: TEL) is a global industrial technology company that designs and manufactures connectivity and sensor solutions used to enable the flow of power and data in a wide range of applications. Its product portfolio includes electrical connectors, cable and wire harness assemblies, sensors, relays and switches, fiber-optic and coaxial interconnects, and other passive and active components that provide mechanical and electrical connections in complex systems.

The company’s products and engineered solutions serve diverse end markets such as automotive and transportation, industrial equipment, data communications and networks, aerospace and defense, medical devices, and energy.