TE Connectivity

TEL

Q4 FY2026 EarningsQ4 FY26 results beat consensus across all key metrics: revenue of $5.31B exceeded the $5.28B expected, and adjusted EPS reached $3.14 vs. $3.07 mean consensus. Industrial Solutions led growth with a 19.8% YoY sales increase, fueled by AI-driven data center demand. Q1 FY27 guidance is strong, projecting revenue of ~$5.35B and adjusted EPS of $3.30, both significantly above current market expectations, signaling continued momentum in AI and transportation.

Financial report interval: 2026.06.30 - 2026.09.30

Overview: TE Connectivity(TEL) the Revenue is 5.312 B (+11.86%), Beat estimate;the EBIT is 1.176 B (+24.71%), Beat estimate;the EPS is 3.1 (+39.01%), Beat estimate.

Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
5.31B11.86%
5.28B11.27%
+0.03B0.59%
EBITExceed expectations
1.18B24.71%
1.17B23.84%
+0.01B0.87%
EPSExceed expectations
3.139.01%
2.890629.62%
+0.20949.39%

Revenue

ActualEstimateUnit: USD
Quarterly

EBIT

ActualEstimateUnit: USD
Quarterly

Net income

ActualEstimateUnit: USD
Quarterly

EPS

ActualEstimateUnit: USD
Quarterly