“Cost of sales and gross margin are subject to variability in raw material prices, which continue to fluctuate for many of the raw materials we use.”10-Q · Apr 24, 2026 ↗
TE Connectivity plc
TEL
Market read
TE Connectivity plc's current read is isolated; its market group is not confirming.
The latest filing evidence is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 10 directly disclosed connections are confirming.
- Revenue increased 14.5% versus the comparable filing period.
- TEL's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if TEL's group or a disclosed connection begins moving with it.
Research brief
The story so far
The latest filing evidence is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 10 directly disclosed connections are confirming.
- Revenue increased 14.5% versus the comparable filing period.
- Operating margin improved 2.1 percentage points.
- Net income increased 6476.9% versus the comparable filing period.
No thresholded adverse filing evidence is available yet.
- TEL's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Latest annual revenue changed +8.9% year over year.
- Operating cash flow covered net income at 2.25x in the latest annual period.
- Net margin changed -9.5 percentage points in the latest annual period.
No credible peer-relative valuation comparison is available yet.
Price as of Sep 9, 2026
204.81Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“Excluding the items below, operating income increased in the first quarter of fiscal 2026 primarily as a result of higher volume.”10-Q · Jan 23, 2026 ↗
“Our organic net sales by industry end market were as follows: ● Digital data networks —Our organic net sales increased 10.2% in fiscal 2024 due to growth in AI applications, partially offset by reduced demand resulting from inventory corrections in the supply…”10-K · Nov 10, 2025 ↗
“In fiscal 2025, selling, general, and administrative expenses increased $134 million as compared to fiscal 2024 due primarily to increased selling expenses to support higher sales levels, higher incentive compensation costs, and incremental expenses attributa…”10-K · Nov 10, 2025 ↗
Valuation discipline
Peer-relative valuation withheld
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:35 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for TEL. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment · baseline
Fundamentals strengthened in the latest filing
10-Q filed 2026-04-24 against the comparable filing from 2025-04-28.
What improved
- Revenue increased 14.5% versus the comparable filing period.
- Operating margin improved 2.1 percentage points.
- Net income increased 6476.9% versus the comparable filing period.
What weakened
No thresholded deterioration was identified.
Filing receipts
“Excluding the items below, operating income increased in the second quarter and first six months of fiscal 2026 primarily as a result of improved manufacturing productivity. For the For the Quarters Ended Six Months Ended March 27, March 28, March 27, March 28, 2026 2025 2026 2025 (in millions) Restructuring and other charges, net $ 1 $ 33 $ 5 $ 65 Amortization expense 18 17 36 34 Total $ 19 $ 50 $ 41 $ 99 Industrial Solutions Net Sales.”
“Cost of sales and gross margin are subject to variability in raw material prices, which continue to fluctuate for many of the raw materials we use.”
“rimarily to sales increases in the automotive and commercial transportation end markets. ● Industrial Solutions —Our net sales increased 27.0% and 32.2% in the second quarter and first six months of fiscal 2026, respectively, primarily as a result of sales growth in the digital data networks, energy, and automation and connected living end markets. ● In March 2026, our Board of Directors declared a regular quarterly cash dividend of $0.78 per ordinary share, payable on June 12, 2026, to shareholders of record on May 22, 2026. ● Net cash provided by operating activities was $1,812 million in the first six months of fiscal 2026.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Business ecosystem
The relationships behind TEL
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
APHAmphenol CorporationcompetitorNov 10, 2025 ▾
“The Transportation Solutions segment’s major competitors include Yazaki, Aptiv, Sumitomo, Sensata, Honeywell, Molex, and Amphenol.”
APTVAptiv PLCcompetitorNov 10, 2025 ▾
“The Transportation Solutions segment’s major competitors include Yazaki, Aptiv, Sumitomo, Sensata, Honeywell, Molex, and Amphenol.”
Depended on by
APHAmphenol CorporationcompetitorFeb 11, 2026 ▾
“Primary competitors include Aptiv, Belden, Corning, Foxconn Interconnect Technology, Glenair, HUBER+SUHNER, ICT Luxshare, Jonhon, Molex, Rosenberger, Sensata, TE Connectivity and Yazaki, among others.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 13 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
TEL is currently a Leader in the organic co-movement group Electronic Components. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for TEL; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.