Jun 2026 (Q3 FY26) — Jul 22, 2026
TE Connectivity Q3 FY26 — Record Orders and AI-Driven Outperformance
Read the full callTE Connectivity (TEL) earnings
- Jun 2026
- Jun 2026 (Q3 FY26)
- Sep 2025
TE Connectivity earnings: last reported Wed, 22 Jul 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 5,160 | +13.8% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 19.0 | +0.1 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 748 | +17.2% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Guidance
What management said, and what became of it
13 of 14 judged targets kept · 21 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Adjusted effective tax rate | around 23% | Mar 2026 | The adjusted effective tax rate was 23% in Q3 | Achieved |
| AI application revenue (long-term) | $3 billion within a couple of years (Investor Day target) | Dec 2025 | the $3 billion we laid out, we're ahead of. And that has continued to shift left, and that's how you should think about it | Revised Up |
| Adjusted effective tax rate | between 22% and 23% | Jun 2026 | we expect Q4's rate to be between 22% and 23% | New |
1 of TE Connectivity plc's 35 targets was missed. See which ones, and which are quietly gone. The 3 above are the free sample; 32 more targets are in the full ledger.
Claimed
- Sales increased 14% reported and 12% organically year-over-year to $5.2 billion.
- Record orders of $5.7 billion, up 27% year-over-year and 7% sequentially, with double-digit growth in every business.
- Adjusted EPS grew 22% to a record $2.94, with adjusted margins expanding 90 basis points.
- Year-to-date free cash flow reached $2.2 billion, demonstrating strong cash generation.
- Industrial segment sales grew 22% reported and 21% organically, led by over 30% organic growth in DDN and Energy businesses.
Qualified
- Global vehicle production is expected to be slightly down this year, impacting the Automotive segment.
- Restructuring charges of $83 million were incurred in the quarter, with full-year fiscal '26 expected to be roughly $100 million.
Price
$212.33 −0.15% · −$0.31
Performance −4.8% 1Y
1Y: $222.98 on 17 Oct 2025 → $212.33. High $249 (5 Nov 2025), low $195.84 (20 Mar 2026).
- Previous close
- $212.64
- 52-week range
- $195.84 – $249
- One year
- −6.03%
Overview
- Symbol
- TEL
- Sector
- Information Technology
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
13 of 14 judged targets kept · 21 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Adjusted effective tax rate | around 23% | Mar 2026 | The adjusted effective tax rate was 23% in Q3 | Achieved |
| AI application revenue (long-term) | $3 billion within a couple of years (Investor Day target) | Dec 2025 | the $3 billion we laid out, we're ahead of. And that has continued to shift left, and that's how you should think about it | Revised Up |
| Adjusted effective tax rate | between 22% and 23% | Jun 2026 | we expect Q4's rate to be between 22% and 23% | New |
Claimed
- Sales increased 14% reported and 12% organically year-over-year to $5.2 billion.
- Record orders of $5.7 billion, up 27% year-over-year and 7% sequentially, with double-digit growth in every business.
- Adjusted EPS grew 22% to a record $2.94, with adjusted margins expanding 90 basis points.
- Year-to-date free cash flow reached $2.2 billion, demonstrating strong cash generation.
- Industrial segment sales grew 22% reported and 21% organically, led by over 30% organic growth in DDN and Energy businesses.
Qualified
- Global vehicle production is expected to be slightly down this year, impacting the Automotive segment.
- Restructuring charges of $83 million were incurred in the quarter, with full-year fiscal '26 expected to be roughly $100 million.
The full ledger
Open TE Connectivity plc’s full ledger
A free account opens 5 company ledgers a month. All 35 tracked commitments, with each call’s wording and source.
Call summaries
Mar 2026 (Q2 FY26) — Apr 22, 2026
TE Connectivity Q2 FY26 — Record Orders and Strong Earnings Growth
Read the full callDec 2025 (Q1 FY26) — Jan 21, 2026
TE Connectivity plc Q1 FY26 — Record Orders and Strong AI Revenue Growth
Read the full callEvery analysed call
TE Connectivity earnings calls (TEL)
Financials
What the filings say
Net profit, year on year: +17% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 4,068 | 3,836 | 4,143 | 4,534 | 4,749 | 4,669 | 4,744 | 5,160 |
| Operating profit | 651 | 690 | 748 | 857 | 916 | 963 | 954 | 981 |
| Operating margin | 16.0% | 18.0% | 18.1% | 18.9% | 19.3% | 20.6% | 20.1% | 19.0% |
| Interest | 15 | 6 | 14 | 28 | 29 | 30 | 32 | 31 |
| Profit before tax | 657 | 706 | 755 | 846 | 897 | 961 | 942 | 971 |
| Tax rate | 58.0% | 25.2% | 98.3% | 24.6% | 26.0% | 21.9% | 9.2% | 23.0% |
| Net profit | 276 | 528 | 13 | 638 | 663 | 750 | 855 | 748 |
| EPS ($ per share) | — | 1.77 | 0.04 | 2.16 | — | 2.55 | 2.92 | 2.57 |
| Line item | Sep 2018 | Sep 2019 | Sep 2020 | Sep 2021 | Sep 2022 | Sep 2023 | Sep 2024 | Sep 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 157 | 154 | 149 | 148 | 146 | 142 | 139 | 3 |
| Reserves | 12,114 | 12,256 | 10,348 | 11,709 | 12,832 | 12,947 | 14,533 | 13,932 |
| Total liabilities | 9,555 | 9,124 | 9,747 | 10,714 | 9,885 | 10,057 | 10,368 | 12,351 |
| Fixed assets | 3,497 | 3,574 | 3,650 | 3,778 | 3,567 | 3,754 | 3,903 | 4,312 |
| Total assets | 20,386 | 19,694 | 19,242 | 21,462 | 20,782 | 21,712 | 22,854 | 25,081 |
| Line item | Sep 2018 | Sep 2019 | Sep 2020 | Sep 2021 | Sep 2022 | Sep 2023 | Sep 2024 | Sep 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 2,451 | 2,422 | 1,992 | 2,676 | 2,468 | 3,132 | 3,477 | 4,139 |
| Cash from investing | -1,094 | -692 | -865 | -1,037 | -878 | -768 | -950 | -3,568 |
| Cash from financing | -1,722 | -1,643 | -1,105 | -1,386 | -1,684 | -1,793 | -2,869 | -629 |
| Net cash flow | -370 | 79 | 18 | 258 | -115 | 573 | -342 | -64 |
| Capital expenditure | -935 | -749 | -560 | -690 | -768 | -732 | -680 | -936 |
| Free cash flow | 1,516 | 1,673 | 1,432 | 1,986 | 1,700 | 2,400 | 2,797 | 3,203 |
TEL revenue by segment
Industrial Solutions grew from 28% to 50% of revenue over the last two years.
| Segment | Q3 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | Q3 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Industrial Solutions | 28% | 42% | 44% | 47% | 49% | 47% | 49% | 50% | +21.9% |
| Transportation Solutions | 59% | 58% | 56% | 53% | 51% | 53% | 51% | 50% | +6.7% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
TEL operating KPIs by quarter
| KPI | Mar 2025 Q2 FY25 | Dec 2025 Q1 FY26 | Mar 2026 Q2 FY26 | Jun 2026 Q3 FY26 | Change vs prior quarter |
|---|---|---|---|---|---|
| Orders | $4.25BOur orders were $4.25 billion, and these were up 6% on both a year-over-year and a sequential basis, and this supports our outlook for the sequential growth into the third quarter, and I'll get into more details on the order levels in a little bit.Source: earnings call transcript | $5.1BIn the quarter, we saw orders increase by over $1 billion versus the prior year to $5.1 billion.Source: earnings call transcript | $5.3BWe saw orders increase to $5.3 billion and I'll provide more color on the order momentum on the next slide.Source: earnings call transcript | $5.7BOur order momentum continues to increase, which resulted in record order levels of $5.7 billion, growing 27% versus the prior year as well as 7% on a sequential basis.Source: earnings call transcript | +7.5% |
| Book-to-bill ratio | 1.02 ratioIn the quarter, we saw orders grow to $4.25 billion, and we had a book-to-bill of 1.02.Source: earnings call transcript | 1.1 ratioAs I mentioned, we saw orders increase to a record level of over $5 billion, and our book-to-bill was 1.1, reinforcing our momentum, and I'll provide more color on orders as I get into the next slide.Source: earnings call transcript | 1.12 ratioAs I mentioned, orders were $5.3 billion with a book-to-bill of 1.12.Source: earnings call transcript | 1.1 ratioWe are running a book-to-bill of 1.1, both in the quarter as well as year-to-date.Source: earnings call transcript | -1.8% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Revenue by region
Q3 FY2026 · share of revenue
- Asia Pacific 38% ↑ 4 pt
- EMEA 32% ↓ 5 pt
- Americas 30% ↑ 1 pt
As TEL cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
90 filings between Nov 3, 2025 and Jun 1, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$52.50M
44 sales by 5 insiders
77% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 17
- Award — granted as compensation
- 9
- Option exercise — converted options into shares
- 18
- Tax withheld — shares kept back by the company to cover tax
Also filed: 2 gifts.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| MITTS HEATH A | — | $23.18M | Dec 19, 2025 |
| Kroeger Shadrak W | — | $11.96M | Jun 1, 2026 |
| CURTIN TERRENCE R | — | $9.45M | Dec 19, 2025 |
| Jenkins John S | — | $7.57M | Feb 9, 2026 |
| SHAFFER REUBEN M. | — | $333.9K | Feb 13, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Jun 1, 2026 | Kroeger Shadrak W Pres., Industrial Solutions | Sale 10b5-1 plan | 9,400 | $2.02M |
| Jun 1, 2026 | Kroeger Shadrak W Pres., Industrial Solutions | Option exercise 10b5-1 plan | 9,400 | $880.1K |
| May 15, 2026 | SAGAR MALAVIKA SVP, Chief Human Resources Off | Option exercise | 1,043 | $0 |
| May 15, 2026 | SAGAR MALAVIKA SVP, Chief Human Resources Off | Tax withheld | 297 | $60.4K |
| May 6, 2026 | Kroeger Shadrak W Pres., Industrial Solutions | Sale 10b5-1 plan | 9,400 | $2.02M |
| May 6, 2026 | Kroeger Shadrak W Pres., Industrial Solutions | Option exercise 10b5-1 plan | 9,400 | $880.1K |
| Apr 8, 2026 | Kroeger Shadrak W Pres., Industrial Solutions | Sale 10b5-1 plan | 4,470 | $1.00M |
| Apr 8, 2026 | Kroeger Shadrak W Pres., Industrial Solutions | Option exercise 10b5-1 plan | 9,400 | $2.10M |
| Apr 8, 2026 | Kroeger Shadrak W Pres., Industrial Solutions | Sale 10b5-1 plan | 4,930 | $1.10M |
| Mar 2, 2026 | Kroeger Shadrak W Pres., Industrial Solutions | Sale 10b5-1 plan | 550 | $121.5K |
| Mar 2, 2026 | Kroeger Shadrak W Pres., Industrial Solutions | Sale 10b5-1 plan | 6 | $1.3K |
| Mar 2, 2026 | Kroeger Shadrak W Pres., Industrial Solutions | Sale 10b5-1 plan | 2,015 | $448.9K |
| Mar 2, 2026 | Kroeger Shadrak W Pres., Industrial Solutions | Option exercise 10b5-1 plan | 9,400 | $880.1K |
| Mar 2, 2026 | Kroeger Shadrak W Pres., Industrial Solutions | Sale 10b5-1 plan | 3,370 | $747.9K |
| Mar 2, 2026 | Kroeger Shadrak W Pres., Industrial Solutions | Sale 10b5-1 plan | 2,059 | $464.6K |
| Mar 2, 2026 | Kroeger Shadrak W Pres., Industrial Solutions | Sale 10b5-1 plan | 1,400 | $307.4K |
| Feb 13, 2026 | Kroeger Shadrak W Pres., Industrial Solutions | Sale 10b5-1 plan | 500 | $115.9K |
| Feb 13, 2026 | SHAFFER REUBEN M. SVP and Corporate Controller | Sale | 1,425 | $333.9K |
| Feb 13, 2026 | Kroeger Shadrak W Pres., Industrial Solutions | Sale | 6,565 | $1.53M |
| Feb 13, 2026 | Kroeger Shadrak W Pres., Industrial Solutions | Sale 10b5-1 plan | 900 | $212.7K |
| Feb 13, 2026 | Kroeger Shadrak W Pres., Industrial Solutions | Sale 10b5-1 plan | 700 | $165.9K |
| Feb 13, 2026 | Kroeger Shadrak W Pres., Industrial Solutions | Sale 10b5-1 plan | 3,203 | $750.2K |
| Feb 13, 2026 | Kroeger Shadrak W Pres., Industrial Solutions | Sale 10b5-1 plan | 300 | $67.5K |
| Feb 13, 2026 | Kroeger Shadrak W Pres., Industrial Solutions | Sale 10b5-1 plan | 300 | $68.2K |
| Feb 13, 2026 | Kroeger Shadrak W Pres., Industrial Solutions | Sale 10b5-1 plan | 300 | $69.2K |
| Feb 13, 2026 | Kroeger Shadrak W Pres., Industrial Solutions | Sale 10b5-1 plan | 2,797 | $657.4K |
| Feb 13, 2026 | Kroeger Shadrak W Pres., Industrial Solutions | Sale 10b5-1 plan | 200 | $45.3K |
| Feb 13, 2026 | Kroeger Shadrak W Pres., Industrial Solutions | Option exercise 10b5-1 plan | 9,400 | $880.1K |
| Feb 13, 2026 | Kroeger Shadrak W Pres., Industrial Solutions | Sale 10b5-1 plan | 200 | $45.8K |
| Feb 9, 2026 | Jenkins John S EVP & General Counsel | Sale | 6,155 | $1.37M |
| Dec 19, 2025 | CURTIN TERRENCE R Chief Exec. Officer & Director | Sale 10b5-1 plan | 10,217 | $2.35M |
| Dec 19, 2025 | CURTIN TERRENCE R Chief Exec. Officer & Director | Sale 10b5-1 plan | 4,100 | $932.8K |
| Dec 19, 2025 | CURTIN TERRENCE R Chief Exec. Officer & Director | Sale 10b5-1 plan | 3,600 | $816.2K |
| Dec 19, 2025 | CURTIN TERRENCE R Chief Exec. Officer & Director | Sale 10b5-1 plan | 2,600 | $593.9K |
| Dec 19, 2025 | CURTIN TERRENCE R Chief Exec. Officer & Director | Sale 10b5-1 plan | 300 | $69.1K |
| Dec 19, 2025 | MITTS HEATH A EVP & Chief Financial Officer | Sale 10b5-1 plan | 4,289 | $972.0K |
| Dec 19, 2025 | MITTS HEATH A EVP & Chief Financial Officer | Sale 10b5-1 plan | 1,980 | $450.1K |
| Dec 18, 2025 | CURTIN TERRENCE R Chief Exec. Officer & Director | Sale 10b5-1 plan | 700 | $158.6K |
| Dec 18, 2025 | CURTIN TERRENCE R Chief Exec. Officer & Director | Sale 10b5-1 plan | 600 | $134.2K |
| Dec 18, 2025 | CURTIN TERRENCE R Chief Exec. Officer & Director | Sale 10b5-1 plan | 15,885 | $3.58M |
| Dec 18, 2025 | CURTIN TERRENCE R Chief Exec. Officer & Director | Sale 10b5-1 plan | 3,632 | $816.4K |
| Dec 18, 2025 | MITTS HEATH A EVP & Chief Financial Officer | Sale 10b5-1 plan | 3,238 | $730.0K |
| Dec 18, 2025 | MITTS HEATH A EVP & Chief Financial Officer | Sale 10b5-1 plan | 2,095 | $474.1K |
| Dec 18, 2025 | MITTS HEATH A EVP & Chief Financial Officer | Sale 10b5-1 plan | 936 | $212.4K |
| Dec 16, 2025 | SAGAR MALAVIKA SVP, Chief Human Resources Off | Tax withheld | 799 | $183.0K |
| Dec 16, 2025 | SAGAR MALAVIKA SVP, Chief Human Resources Off | Award | 1,838 | $0 |
| Dec 16, 2025 | Jenkins John S EVP & General Counsel | Tax withheld | 5,217 | $1.19M |
| Dec 16, 2025 | Jenkins John S EVP & General Counsel | Award | 12,279 | $0 |
| Dec 16, 2025 | Stucki Aaron Kyle Pres. Transportation Solutions | Tax withheld | 3,635 | $832.2K |
| Dec 16, 2025 | Stucki Aaron Kyle Pres. Transportation Solutions | Award | 9,823 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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