TE Connectivity (NYSE:TEL) Announces Quarterly Earnings Results

28 Oct 2026, 12:34 by Jessica Moore · The Cerbat Gem

TE Connectivity (NYSE:TEL – Get Free Report) released its quarterly earnings data on Wednesday. The electronics maker reported $3.14 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.07 by $0.07, FiscalAI reports. The business had revenue of $5.31 billion during the quarter, compared to analyst estimates of $5.29 billion. During the same period in the previous year, the company earned $2.44 EPS. TE Connectivity’s revenue was up 11.9% on a year-over-year basis.

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

Record fiscal 2026 results: Sales reached nearly $20 billion, up 15% reported and 12% organically, while adjusted EPS rose 24% to $11.52 and adjusted operating margins expanded to 22%.
Strong outlook supported by orders and backlog: Fourth-quarter orders increased 29% year over year to $6.1 billion, book-to-bill was 1.14, and backlog grew approximately 30% to about $8 billion. Management expects another year of roughly 12% double-digit organic sales growth in fiscal 2027.
Digital Data Networks is the primary growth engine: DDN orders rose about 70% for fiscal 2026, and management expects more than $1 billion of additional DDN revenue in fiscal 2027, predominantly from AI applications, with growth weighted toward the second half.
Growth remains broad but carries execution and market risks: Energy, automation, aerospace and defense, commercial transportation, and automotive all contributed, while global vehicle production is expected to decline slightly. Persistent inflation in resins, metals and freight may pressure margins, although productivity and pricing actions are expected to offset much of the impact.

TE Connectivity Trading Down 2.0%

Shares of TEL traded down $4.46 during mid-day trading on Wednesday, reaching $220.89. 1,478,472 shares of the stock traded hands, compared to its average volume of 2,338,445. The stock has a fifty day simple moving average of $210.07 and a 200 day simple moving average of $213.31. TE Connectivity has a 12-month low of $190.27 and a 12-month high of $252.56.

TE Connectivity Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, December 11th. Shareholders of record on Friday, November 20th will be given a $0.78 dividend. The ex-dividend date of this dividend is Friday, November 20th. This represents a $3.12 annualized dividend and a yield of 1.4%.

Key Stories Impacting TE Connectivity

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

Positive Sentiment: Fiscal Q4 earnings were $3.14 per share, above estimates of roughly $3.07–$3.08 and up from $2.44 a year earlier. Revenue reached a record $5.31 billion, edging past the $5.29 billion consensus and increasing 11.9% year over year. TE Connectivity Beats Q4 Earnings and Revenue Estimates
Positive Sentiment: Management highlighted 12% reported sales growth and 13% organic growth, driven by strong performance in both the Industrial and Transportation segments. Full-year sales rose 15%, while EPS increased more than 20%, indicating broad operating momentum. TE Connectivity Delivers 12% Sales Increase and Over 20% EPS Growth
Positive Sentiment: The company expects double-digit sales growth in fiscal 2027. Continued demand tied to AI infrastructure, data-center investment and energy markets could support the outlook and help offset cyclical weaknesses. TEL Gears Up to Report Q4 Earnings
Neutral Sentiment: Key operating metrics generally exceeded Wall Street expectations, reinforcing the positive earnings surprise, although investors may have already anticipated a strong quarter based on TE Connectivity’s prior earnings track record. Key Metrics for TE Connectivity Q4 Earnings
Negative Sentiment: Automotive market headwinds remain a risk, potentially limiting growth in TE Connectivity’s Transportation business and tempering the market’s reaction to the otherwise strong results. TEL Q4 Earnings Preview

Wall Street Analyst Weigh In

Several equities analysts recently weighed in on TEL shares. Sanford C. Bernstein assumed coverage on shares of TE Connectivity in a report on Wednesday, September 23rd. They set an “outperform” rating and a $243.00 target price on the stock. Truist Financial lowered their price target on TE Connectivity from $240.00 to $215.00 and set a “hold” rating for the company in a report on Thursday, July 23rd. Jefferies Financial Group cut their price objective on TE Connectivity from $265.00 to $235.00 and set a “buy” rating on the stock in a research report on Thursday, July 23rd. Wall Street Zen raised TE Connectivity from a “hold” rating to a “buy” rating in a research report on Sunday, October 18th. Finally, JPMorgan Chase & Co. reduced their price objective on TE Connectivity from $260.00 to $235.00 and set a “neutral” rating on the stock in a research note on Thursday, July 16th. Eleven equities research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $258.07.

Check Out Our Latest Report on TE Connectivity

TE Connectivity Company Profile

(Get Free Report)

TE Connectivity Ltd. (NYSE: TEL) is a global technology and manufacturing company that designs and produces connectivity and sensor solutions. Its products help transmit power, data and signals across a range of applications, including vehicles, industrial equipment, communications networks, aerospace systems, medical devices and consumer electronics.