$TEL · TE Connectivity plc
TE Connectivity filed an 8-K reporting Q4 and full-year FY2026 results. Q4 net sales were a record $5.312B (+12% reported, +13% organic), with GAAP diluted EPS from continuing operations of $3.10 and adjusted EPS of $3.14. Full-year FY2026 sales reached $19.885B (+15% reported), with adjusted EPS of $11.52. The company guided Q1 FY2027 sales of ~$5.35B and adjusted EPS of ~$3.30, both implying ~15% and ~21% YoY growth respectively.
- Q4 net sales hit a record $5.312B, up 12% reported and 13% organic YoY.
- Q4 GAAP diluted EPS from continuing operations was $3.10, up 39% YoY; adjusted EPS was $3.14, up 21%.
- Full-year FY2026 net sales were $19.885B, up 15% reported and 12% organic, with adjusted EPS of $11.52, up 24%.
- Q4 orders surged to $6.1B, up 29% YoY; full-year orders reached $22.2B, up 27%.
- Q1 FY2027 guidance: sales ~$5.35B (+15% organic), adjusted EPS ~$3.30 (+21% YoY).
Stock closed at $225.54, up 5.46% during the regular session. Extended-hours last trade at $223.99, down 0.69% from the close — a modest giveback after a strong day, with markets now closed.
Record orders of $22.2B (+27% YoY) and $6.1B in Q4 alone signal accelerating demand across both Transportation and Industrial segments, supporting double-digit FY2027 growth.
TE Connectivity's 26% Industrial Solutions growth in FY2026 reflects the AI-driven data-center buildout trend benefiting connector and sensor suppliers. The $1.6B committed to bolt-on acquisitions in optics and power filtering signals consolidation in the industrial connectivity space.
Forward-looking risks include foreign currency fluctuations, commodity price volatility, and geopolitical instability in operating countries. The FY2025 10-K details additional factors including automotive demand cyclicality and credit market developments.