What is the market's earnings forecast for TE Connectivity next quarter?

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What were the key takeaways from TE Connectivity’s earnings call?

What guidance did TE Connectivity's management provide for the next earnings period?

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What were the key takeaways from TE Connectivity's earnings call?

Did TE Connectivity beat or miss consensus estimates last quarter?

- **Record Growth**: Q1 sales up 22% YoY, AI revenue exceeds prior guidance by $200M, driven by hyperscale customers.
- **Margin Expansion**: 22% operating margin, 33% EPS growth, with 30%+ incremental margins on sales growth.
- **Cash Dominance**: $608M free cash flow, 100% returned to shareholders, supporting M&A and CapEx for AI expansion.
- **Strategic Focus**: Localization, AI investments, and power connectivity drive FY26 growth above 6-8% target, despite auto seasonality risks.

**【CEO Opening Remarks】**
- **Revenue Growth**: Q1 sales of $4.7B (+22% YoY, +15% organic), driven by both Industrial (+38%) and Transportation (+10%) segments. AI revenue exceeded expectations, with a $200M+ increase in FY26 guidance.
- **Order Momentum**: Record $5.1B orders (+$1B YoY), with double-digit growth across all regions. Industrial orders up 40% YoY, Transportation up 11% YoY.
- **Margin Expansion**: Adjusted operating margin of 22% (+180bps YoY), EPS of $2.72 (+33% YoY). FY26 guidance for $4.7B Q2 sales and $2.65 EPS.
- **Strategic Focus**: AI, power connectivity, and localization driving growth. FY26 growth expected to exceed 6-8% long-term target.

**【CFO Financial Commentary】**
- **Financial Highlights**: GAAP net income $963M, non-GAAP EPS $2.72. Free cash flow $608M, 100% returned to shareholders via buybacks and dividends.
- **Cost Management**: Operating expenses controlled, with restructuring charges expected $100M FY26. CapEx increased to ~6% of sales to support AI growth.
- **Cash Generation**: Strong cash flow model with >100% free cash flow conversion. Tax rate ~23%, stable with prior year.

**【Q&A Key Highlights】**
- **AI Growth**: AI revenue to grow across all hyperscale customers, with new program wins ramping in H2. CapEx investments to support 30%+ incremental margins.
- **Supply Chain**: Metal inflation impacting costs, but pricing actions underway. Localization strategy mitigates auto production seasonality.
- **Segment Performance**: Industrial Solutions margins expanded 500bps to 23%, driven by digital data networks and energy growth. Transportation offset auto declines with commercial trucking recovery.
- **Risk Management**: Auto production expected 88M units FY26, down 3MQ1-Q2. ACL recovery in factory automation offsetting residential softness.

TE Connectivity plc (TEL) Q1 2026 Earnings Call Transcript

- **Revenue Records**: Q4 2025 sales of $4.75B (+17% YoY), full-year $17.3B (+9% YoY), with AI revenue tripling to $900M.
- **Profit Growth**: Adjusted EPS $2.44 (+25% YoY), free cash flow $3.2B (+14% YoY), 100%+ conversion to net income.
- **AI Expansion**: FY26 AI revenue to grow ~$600M, non-AI cloud business doubles to $500M, supported by $200M+ capex.
- **Margin Momentum**: 20% adjusted operating margin for FY25, 30%+ EPS flow-through on organic growth, Q1 2026 guidance of $2.53 EPS (+23% YoY).
- **Strategic Moves**: $2.6B in bolt-on M&A, $2.2B shareholder returns, and localization strategy to drive 4-6% content growth over market in auto.

**【CEO Summary Section】**
- **Record Financial Performance**: Q4 2025 revenue reached $4.75 billion (17% YoY growth), with full-year sales of $17.3 billion (9% YoY). Adjusted EPS was $2.44, up 25% YoY, and free cash flow hit $3.2 billion (14% YoY growth).
- **AI Growth Momentum**: AI-related revenue tripled to $900 million in FY25, driven by hyperscale platforms. Q1 2026 guidance includes $4.5 billion in sales and $2.53 EPS, reflecting 17% YoY growth.
- **Segment Strength**: Industrial segment grew 34% Q4, led by Digital Data Networks (80% YoY growth). Transportation saw 2% organic growth in auto, with content growth over market expected at 4-6% YoY.

**【CFO Financial Commentary】**
- **Profitability Metrics**: Adjusted operating margin of 20% for FY25, up 80bps YoY. Free cash flow conversion exceeded 100%, with $2.2 billion returned to shareholders via buybacks and dividends.
- **Non-GAAP Changes**: Starting Q1 2026, intangible amortization will be excluded from non-GAAP measures, adding ~$0.15 per quarter to EPS. Full-year tax rate expected at 23%.
- **Capital Deployment**: $2.6 billion in bolt-on acquisitions (e.g., Richards Energy) and $200 million+ in capex for AI/hyperscale growth.

**【Q&A Highlights】**
- **AI Expansion**: CEO projects AI revenue to grow ~$600 million in FY26, with non-AI cloud business doubling to $500 million. Margins in Industrial segment expected to expand due to scale and program wins.
- **EV Impact**: Content growth in Transportation driven by data connectivity and electrification, offsetting Western auto market weakness. Q1 2026 auto production forecast at 87-88 million units.
- **Margin Dynamics**: CFO notes 30%+ EPS flow-through on organic growth, with sequential margin expansion in Q1 2026 driven by Transportation segment.
- **M&A Strategy**: Focus on bolt-on acquisitions (e.g., Harger, Richards) to support secular growth trends in energy, AI, and connectivity.

TE Connectivity plc (TEL) Q4 2025 Earnings Call Transcript

- **Record Growth**: Q3 revenue up 14% YoY to $4.5B, EPS up 19% to $2.27, with AI driving $800M+ in FY25.
- **Margin Breakthrough**: 20% adjusted operating margin (Industrial at 20%), with 400bps expansion in Industrial segment.
- **Cash Power**: $2.1B free cash flow year-to-date, enabling $1.5B shareholder returns and $2.6B acquisitions.
- **AI Leadership**: AI revenue to surpass $1B in FY26, with margins above segment average and scale benefits.
- **FY25 Guidance**: Q4 sales $4.55B (+12% YoY), EPS $2.27 (+16% YoY), setting up for double-digit growth in FY25.

**【CEO Summary Section】**
- **Record Q3 Results**: Revenue of $4.5 billion (+14% YoY), adjusted EPS of $2.27 (+19% YoY), and free cash flow of $1 billion.
- **AI Growth Acceleration**: AI-related revenue expected to exceed $800 million in FY25, up from $300 million in FY24, with plans to surpass $1 billion in FY26.
- **Margin Expansion**: Adjusted operating margin of 20% (up 60bps YoY), with Industrial segment margins expanding 400bps to 20%.
- **Order Momentum**: Sequential orders up 5% to $4.5 billion, driven by AI, energy, and aerospace.
- **FY25 Guidance**: Q4 sales of $4.55 billion (+12% YoY), adjusted EPS of $2.27 (+16% YoY), and double-digit growth for the full year.

**【CFO Financial Commentary】**
- **Financial Highlights**: GAAP net income $420 million, Non-GAAP EPS $2.27 (vs. $1.94 prior year), and free cash flow $2.1 billion year-to-date.
- **Tax Management**: Adjusted tax rate 24%, with cash tax rate expected to remain below this level.
- **Capital Allocation**: $1.5 billion returned to shareholders and $2.6 billion spent on acquisitions (e.g., Richards in Energy).
- **Tariff Mitigation**: 1.5% YoY sales impact, fully offset by pricing and sourcing strategies.

**【Q&A Key Highlights】**
- **AI Profitability**: AI business margins above Industrial segment average, with scale driving efficiency gains.
- **Margin Sustainability**: Industrial segment margins at 20% due to restructuring and volume leverage, expected to remain robust.
- **Tariff Impact**: No material pull-ahead; demand driven by secular trends in AI, energy, and aerospace.
- **FY26 Outlook**: Strong momentum in AI, energy, and aerospace; double-digit EPS growth achievable with volume-driven margin expansion.
- **Acquisition Pipeline**: Focus on bolt-on deals in fragmented Industrial markets, with Richards as a model for North American utility growth.


TE Connectivity plc (TEL) Q3 2025 Earnings Call Transcript

- **Record Q2 Performance**: $4.1B revenue (+5% organically), $2.10 EPS (vs. $2.00-$2.05 guidance), 19.4% margins.
- **Tariff Resilience**: 3% sales impact mitigated via sourcing (1/3) and pricing (2/3), no material order pull-ahead.
- **AI Growth Engine**: >$700M annualized AI revenue, 150% YoY order growth, targeting >$1B by 2026.
- **Cash Strength**: $1.1B free cash flow YTD, $1B returned to shareholders, Richards acquisition fully funded.
- **Segment Strengths**: Industrial margins +260bps, Transportation EV content up 20%, Medical sequential recovery.


**【CEO Opening Remarks】**
- TE Connectivity reported Q2 revenue of $4.1 billion, up 5% organically YoY, driven by double-digit growth in the Industrial Solutions segment.
- Adjusted EPS reached $2.10, a record high, with operating margins expanding to 19.4%.
- Tariff impact is minimal due to localized manufacturing (70% of production is region-specific), with only 3% of sales affected. Mitigation strategies include sourcing changes and price adjustments, offsetting 2/3 of tariff costs.

**【CFO Financial Details】**
- GAAP net income: $420 million; Non-GAAP EPS: $2.10 (vs. guidance of $2.00-$2.05).
- Free cash flow: $1.1 billion YTD; $1 billion returned to shareholders via dividends and buybacks.
- Richards acquisition ($2.3 billion) adds $70 million in Q3 sales, neutral to EPS.
- Tariff-related cost impact: 3% of sales in Q3, with 2 points of price recovery offsetting 2/3 of costs.

**【Segment Performance】**
- **Industrial Solutions**: +17% YoY, led by AI (now >$700M annualized) and Energy (8% growth). Margins expanded 260bps to 17.9%.
- **Transportation**: Auto flat YoY (Asia +16%, offset by West declines). EV content growth (20% YoY) and sensor tech drive long-term opportunities.
- **Medical**: Sequential +10% recovery from inventory destocking, but Q2 down 14% YoY.

**【Q&A Highlights】**
- **Tariff Mitigation**: 1/3 of tariff impact resolved via sourcing; 2/3 offset by pricing. No material pull-ahead of orders seen.
- **AI Momentum**: Q2 AI revenue up 150% YoY, with hyperscale ramps accelerating. 2026 target: >$1 billion in AI-related sales.
- **Automation**: Europe orders inflecting; U.S. cautious due to policy uncertainty. ACL segment expected flat Q3.
- **Capital Allocation**: $2.3B spent on Richards; balance sheet remains strong for M&A and buybacks.


TE Connectivity plc (TEL) Q2 2025 Earnings Call Transcript

- **Record Q1 Financials**: $1.95 EPS (6% YoY), $674M free cash flow, and $4B orders reflect strong execution. 
- **AI Momentum**: FY25 AI revenue target raised to >$600M, backed by $1.5B+ AI orders over 3Qs. 
- **Industrial Recovery**: Sequential growth expected in Industrial Solutions, with stabilization in factory automation. 
- **FX Risk**: FY25 currency headwinds >$300M, partially offset by operational margin expansion.

**【CEO Opening Remarks】**
- Q1 revenue: $3.84 billion (flat YoY), adjusted EPS: $1.95 (up 6%), free cash flow: $674 million (record). 
- Orders: $4 billion (15% sequential growth in Industrial Solutions), AI-related orders exceed $1.5B over 3Qs.
- Key initiatives: innovation (AI, EV, energy infrastructure), operational margin expansion, global manufacturing localization, capital returns.

**【CFO Financial Details】**
- GAAP net income: $420M; Non-GAAP EPS: $1.95 (vs. $1.85 guidance). 
- Free cash flow: $674M (18% YoY growth). 
- FY25 FX headwinds: >$300M (>$100M/Q). 
- Restructuring costs: ~$100M FY25.

**【Q&A Highlights】**
- **AI Growth**: FY25 AI revenue >$600M (vs. prior $500M target), driven by hyperscale compute programs. 
- **Industrial Markets**: Stabilization in factory automation, strength in Asia-Pacific. 
- **Tariff Strategy**: Playbook from 2017 tariffs includes localization, customer collaboration, and pricing. 
- **M&A Activity**: Active pipeline for bolt-on acquisitions, especially in fragmented markets.

TE Connectivity (TEL)-22 Jan 25-2025 Q1 Earnings call transcript

TE Connectivity (TEL)-30 Oct 24-2024 Q4 Earnings call transcript

TE Connectivity Ltd - Registered Shares (TEL)-24 Jul 24-2024 Q3 Earnings call transcript

Actual																1.29	0.59	1.16	1.47	1.57	1.79	1.69	1.76	1.81	1.86	1.88	1.44	1.65	1.77	1.78	1.84	1.86	1.91	1.95	1.95	2.1	2.27	2.44	2.72
Forecast																1.0059	0.405	0.8884	1.2878	1.4826	1.5793	1.6353	1.6103	1.7023	1.7463	1.8654	1.5098	1.5802	1.6613	1.7564	1.7119	1.833	1.858	1.9435	1.8861	1.9635	2.0817	2.2896	2.5424
Surprise	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	+28.24%	+45.68%	+30.57%	+14.15%	+5.90%	+13.34%	+3.34%	+9.30%	+6.33%	+6.51%	+0.78%	-4.62%	+4.42%	+6.54%	+1.34%	+7.48%	+1.47%	+2.80%	+0.33%	+3.39%	+6.95%	+9.05%	+6.57%	+6.99%

Actual	--	--	--	--	--	--	--	--	--	--	--	--	--	--	--	3.19B	2.55B	3.26B	3.52B	3.74B	3.85B	3.82B	3.82B	4.01B	4.10B	4.36B	3.84B	4.16B	4.00B	4.04B	3.83B	3.97B	3.98B	4.07B	3.84B	4.14B	4.53B	4.75B	4.67B
Forecast	--	--	--	--	--	--	--	--	--	--	--	--	--	--	--	2.94B	2.40B	2.90B	3.26B	3.52B	3.73B	3.78B	3.73B	3.80B	3.90B	4.21B	3.77B	3.92B	4.05B	4.01B	3.87B	3.96B	4.01B	4.00B	3.90B	3.97B	4.32B	4.58B	4.51B
Surprise	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	+8.78%	+6.24%	+12.34%	+7.91%	+6.19%	+3.12%	+1.09%	+2.43%	+5.32%	+5.14%	+3.47%	+1.96%	+6.21%	-1.31%	+0.61%	-1.11%	+0.23%	-0.85%	+1.80%	-1.76%	+4.36%	+4.87%	+3.72%	+3.44%

TEL

TEL fundamentals

TEL Q1 2026 Earnings

Earnings Call

You can ask Aime

TEL

TEL fundamentals

TEL Q1 2026 Earnings

Earnings Call

TEL Earnings Call Summary for Q1/20268:30 AM on Jan 21, 2026

TEL Earnings Call Summary for Q4/20258:30 AM on Oct 29, 2025

TEL Earnings Call Summary for Q3/20258:30 AM on Jul 23, 2025

TEL Earnings Call Summary for Q2/20258:30 AM on Apr 23, 2025

TEL Earnings Call Summary for Q1/20258:30 AM on Jan 22, 2025

You can ask Aime