TE Connectivity
ConvictionModerate
Designs and manufactures engineered connectivity and sensor components sold to OEMs across transportation, industrial, energy, data-center, aerospace/defense, and medical end markets; a broad catalog of engineered components plus custom-engineered content designed into customer platforms, monetized per-unit with multi-year design-win stickiness. Growth via organic content-per-unit gains plus bolt-on M&A.
Revenue
$17.26B FY2025record); ~$18.7B TTM through Q2 FY2026Rev growth
+9% reported / +6% organic FY2025accelerating to +22% reported (+15% organic) in Q1 FY2026 and +15% reported (+7% organic) in Q2 FY2026Gross margin
~34%historical TE range; FY2025 exact gross margin not itemized in the summary releaseOp margin
20% adjusted / 19% GAAP FY2025both records); expanded to 22.2% adjusted in Q1 FY2026 and ~22% adjusted in Q2 FY2026Capex intensity
~5% of sales FY2025~$0.9B), rising to ~6% in FY2026 to scale AI-datacenter and grid capacityMarket cap
~$58.4BNYSE: TEL, price ~$200 as of 2026-07-06Members only
Full financial intelligence for TE Connectivity
Earnings, margins & COGS, the income-statement breakdown, SWOT, moats & dependencies, the supplier–customer ecosystem graph, top signals & trends, and the valuation range.
- Income statement & margin structure
- SWOT, moats & dependency map
- Supplier–customer ecosystem graph
- Signals, trends & valuation range
Not investment advice — analyst work product for a qualified professional.· intel vintage 2026-07 (FY2025 ended 2025-09-26; latest reported quarter Q2 FY2026 ended 2026-03-27; market data as of 2026-07-06)· sign in (free) for the analyst summary; Pro unlocks full intelligence