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What does TE Connectivity do and what are its main business segments?

- **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.

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