TEL · NYSE · Semiconductors

TE Connectivity (TEL)

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

$211.41
vs last close+1.40 (+0.67%)
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TE Connectivity Ltd.TEL
Information 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

Market cap$60.89B
EPS (ttm)$10.20
P/E (ttm)20.59
ROE23.2%
P/B4.60
P/S3.18
Dividend yieldDiv yield1.42%
Beta1.59vs XLK 0.04

Price target$234.00+11.4%Average of 29 analysts
ConsensusHold15 of 29 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Sep 11, 2026Wells FargoReiterate
Rating: Target: $226
Rating: CautiousTarget: $220
Jul 23, 2026UBSReiterate
Rating: Target: $261
Rating: BuyTarget: $241
Jul 23, 2026Robert W. BairdTarget
Target: $238
Target: $225
Jun 22, 2026Evercore ISI GroupDowngrade
Rating: Outperform
Rating: In Line
Jun 21, 2026Evercore ISITarget
Target: $175
Target: $230

Next report
Nov 4, 26
in 43 days
EPS estimate
$3.07
Revenue estimate
$5.27B
Fiscal quarter
Q4 FY26

EPSReportedEstimate

Jan '25Apr '25Jul '25Oct '25Jan '26Apr '26Jul '26Nov '26
Reported$1.95$2.10$2.27$2.44$2.72$2.73$2.94Pending
Estimate$1.89$1.96$2.08$2.29$2.55$2.69$2.85$3.07
Surprise+3.2%+7.1%+9.1%+6.6%+6.7%+1.5%+3.2%

RevenueReportedEstimate

Jan '25Apr '25Jul '25Oct '25Jan '26Apr '26Jul '26Nov '26
Reported$3.84B$4.14B$4.53B$4.58B$4.67B$4.74B$5.16BPending
Estimate$3.90B$3.97B$4.32B$4.58B$4.53B$4.75B$5.01B$5.27B
Surprise−1.8%+4.4%+4.9%−0.1%+3.1%0.0%+2.9%
Estimate$3.07
ReportedDue Nov 4, 2026
Estimate$5.27B
ReportedDue Nov 4, 2026
View details

Debt to equity42.50%
Current ratio187.60%

ProfitabilityRevenueNet incomeNet margin

Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26
Revenue$4.07B$3.84B$4.14B$4.53B$4.58B$4.67B$4.74B$5.16B
Net income$276.0M$528.0M$13.0M$638.0M$663.0M$750.0M$855.0M$748.0M
Net margin6.8%13.8%0.3%14.1%14.5%16.1%18.0%14.5%

GrowthOperating income

Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26
Operating income$651.0M$690.0M$748.0M$898.0M$744.0M$976.0M$954.0M$981.0M
YoY growth−7.4%−5.6%+1.8%+16.0%+14.3%+41.4%+27.5%+9.2%

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

Revenue
$5.16B
Operating income
$981.0M
Net income
$748.0M
View details

Dividend yield
1.42%
Next ex-date
Nov 20, 26
in 59 days
Annual dividend
$2.98
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yieldUpcoming

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Dividend$0.65$0.71$0.71$0.71$0.71$0.78$0.78$0.78
Annual yield1.68%1.67%1.33%1.27%1.21%1.44%1.46%1.44%
Ex-dateFeb 21May 21Aug 22Nov 21Feb 20May 22Aug 21Nov 20
Payment dateMar 7Jun 10Sep 12Dec 12Mar 13Jun 12Sep 11Dec 11
View details

Institutions96.30%278.79M shares
1,313 holders · as of Jun 30, 2026
Insiders0.11%309.5K shares
18 holders · as of Jun 2, 2026
Other3.59%10.41M shares
remainder

289.51M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
9.37%27.14Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
6.58%19.04Mas of Jun 30, 2026
Dodge & CoxInstitution
5.86%16.97Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
5.81%16.82Mas of Jun 30, 2026
State Street CorpInstitution
4.71%13.64Mas of Jun 30, 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

  • 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.

Compare

CompanyPriceChange
TE Connectivity$211.41+0.67%$60.89B20.616.83.2+13.8%
Amphenol$82.30+1.96%$199.05B40.428.06.9+55.0%
Aptiv$44.67+2.51%$9.22B41.57.30.5−37.1%
Sensata Technologies$42.14+0.72%$6.09B67.510.81.6+5.1%
Hubbell$457.17−0.07%$24.17B27.121.13.9+15.3%
Honeywell Technologies$211.64+2.50%$65.44B8.022.91.8−49.9%
Integer$126.38−0.00%$4.29B34.519.02.3−2.6%
Median37.420.02.1+1.2%