Citable filing context
TEL's research view summarizes recent SEC filing context, starting with earnings from Jul 22, 2026.
| Filed | Item | Context |
|---|---|---|
| Jul 22, 2026 | earnings | TE Connectivity reported record Q3 2026 net sales of $5.16 billion and announced the acquisition of Astrodyne TDI. |
| Apr 22, 2026 | earnings | TE Connectivity reported Q2 2026 net sales of $4.74 billion and record adjusted EPS of $2.73. |
| Mar 11, 2026 | other | TE Connectivity shareholders approved 13 director elections and other proposals at the March 11, 2026, Annual General Meeting. |
| Jul 22, 2026 | Guidance: adjusted_eps | 3.05 to 3.05 |
| Jul 22, 2026 | Guidance: gaap_eps | 2.84 to 2.84 |
| Jul 22, 2026 | Guidance: revenue | 5250.00 to 5250.00 |
| Jul 24, 2026 | mda_quarterly | TE Connectivity reported strong financial performance for the third quarter and first nine months of fiscal 2026, driven by robust organic growth in both the Transportation Solutions and Industrial Solutions segments. Net sales increased 13.8% in the third quarter and 16.5% in the first nine months compared to the prior-year periods. The Industrial Solutions segment was a primary growth engine, with organic sales rising 21.0% in the third quarter, fueled by significant demand in artificial intelligence applications within digital data networks, as well as strength in energy and factory automation. Transportation Solutions also contributed, with organic sales growth of 4.5% in the third quarter, supported by increased content per vehicle in the automotive market. Profitability improved as gross margin expanded to 35.6% in the third quarter, benefiting from higher volume and manufacturing productivity. The company continues to optimize its cost structure, initiating a fiscal 2026 restructuring program focused on footprint consolidation. Liquidity remains solid, with $2,997 million in cash provided by operating activities during the first nine months. Looking ahead, TE Connectivity expects fourth-quarter net sales of approximately $5.25 billion and has entered a definitive agreement to acquire Astrodyne TDI for $1.4 billion to further bolster its Industrial Solutions portfolio. |
| Apr 24, 2026 | mda_quarterly | TE Connectivity reported strong financial performance for the first half of fiscal 2026, with net sales rising 18% to $9.41 billion compared to the prior-year period. This growth was driven by an 11% organic increase and contributions from acquisitions, notably Richards Manufacturing. The Industrial Solutions segment was a primary growth engine, with net sales surging 32.2% behind robust demand in digital data networks—specifically artificial intelligence and cloud applications—as well as energy and factory automation. The Transportation Solutions segment saw a more modest 7.3% sales increase, supported by automotive and commercial transportation markets, despite global vehicle production headwinds. Profitability improved significantly, with operating margins expanding to 20.4% for the six-month period, bolstered by higher volumes and manufacturing productivity. The company continues to optimize its cost structure, initiating a fiscal 2026 restructuring program to consolidate its manufacturing footprint. Liquidity remains solid, with $1.81 billion in cash provided by operating activities. The company maintains a disciplined capital allocation strategy, recently increasing its share repurchase authorization by $3.0 billion and continuing its dividend program. Key risks include raw material price volatility, particularly for copper and precious metals, and ongoing trade compliance investigations regarding import duties. |
Source: SEC EDGAR filing text and events; period Jul 22, 2026; filed Jul 22, 2026.
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