TEL Latest Report

Financial Performance

As of December 27, 2024, TE Connectivity's total operating revenue was US$3.836 billion, demonstrating the company's revenue level. Although lacking in prior data for direct calculation of year-on-year changes, by analyzing current revenue composition, gross margin, and net margin, etc., the company's performance in the market can be judged.

Key Financial Data

1. Total operating revenue was US$3.836 billion, gross profit was US$1.36 billion, and gross margin was 35.41%, indicating the company's pricing power in selling products.

2. Net profit was US$528 million, and net margin was 13.76%, showing the company's outstanding performance in controlling costs and expenses.

3. Research and development expenses were US$188 million, accounting for 4.91% of total operating revenue, indicating the company's emphasis on technological innovation and product development.

4. Net cash provided by operating activities was US$878 million, indicating the company's good cash flow generated from its daily operations, supporting future investments.

Peer Comparison

1. Industry-wide analysis: The electronic industry is currently affected by market demand fluctuations and technological advancements, with the overall industry transforming towards digitization and intelligence. The growing demand for high-tech products may bring better revenue performance for TE Connectivity.

2. Peer evaluation analysis: In the electronic industry, TE Connectivity's total operating revenue performance is relatively stable, with both gross margin and net margin showing strong market competitiveness. Although lacking specific year-on-year data, the overall positive trend of the industry may imply that TE Connectivity's performance will also improve accordingly.

Summary

Through analyzing TE Connectivity's financial data and industry background, it can be seen that the company performs well in terms of revenue level, gross margin, and net margin. Although lacking direct comparisons with prior data, from the overall trend, TE Connectivity demonstrates strong capabilities in cost control, technological investment, and cash flow, laying a good foundation for future growth.

Opportunities

1. With the growing demand for high-tech products, TE Connectivity's continuous investment in product development and technological innovation may bring new revenue opportunities.

2. The increase in research and development expenses helps enhance product competitiveness, especially in the rapidly developing aerospace, defense, and medical sectors.

3. The rapid development of the data center market is expected to drive demand for connectors, providing TE Connectivity with an opportunity to expand its market share.

Risks

1. Intensified industry competition may affect TE Connectivity's market share and profit levels.

2. Fluctuations in market demand may affect the company's operating revenue, especially in the context of increased economic uncertainty.

3. High research and development expenses may lead to short-term cash flow pressure, requiring attention to its long-term returns.