Feed / TEL

TE Connectivity plc

TEL

Technology · 204.72 -0.2% today

Isolated · not yet confirmedMarket checked 10 Sept, 15:35 GMT-4

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.

What changed
  • Revenue increased 14.5% versus the comparable filing period.
Company-0.2% todayVolume comparison unavailable
Market group0 of 1 activeElectronic Components · unavailable
Disclosed network0 of 8 confirmingNo filing-linked name is confirming now
What would change this read
  • 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.

Watch this read

Research brief

The story so far

Technology · Electronic Components

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.

Evidence that supports
  • 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.
Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • TEL's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 10, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations600
Usable filing statements64
Verified relationships9
Evidence supporting the case
  • Latest annual revenue changed +8.9% year over year.
  • Operating cash flow covered net income at 2.25x in the latest annual period.
Evidence challenging the case
  • Net margin changed -9.5 percentage points in the latest annual period.
Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 9, 2026

204.81
6m+0.9%12m-1.5%24m+38.7%
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-09-24$14.9B+22.6%$6.79+0.3%
2022-09-30$16.3B+9.1%$7.47-2.4%
2023-09-29$16.0B-1.5%$6.03-2.5%
2024-09-27$15.8B-1.2%$10.33-2.5%
2025-09-26$17.3B+8.9%$6.16-3.2%

What management says matters

Persistent and emerging business drivers

Input and raw-material costsmixed · 4 filings
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
Restructuring and cost reductionsmixed · 3 filings
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
Demand and volumemixed · 2 filings
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
Legal and regulatory exposuremixed · 2 filings
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.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

204.72-0.2% today

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.

constructive
OperationsconstructiveEvidence score +3
liquidityneutralEvidence score 0
valuationmixed

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.