The earnings call reflected a strong quarter with record-breaking sales and earnings growth, driven by robust performance in the Industrial segment and significant contributions from AI and energy sectors. While there were some challenges in Western auto markets and North American commercial transportation, the positive developments and strategic investments in growth areas like AI and energy overshadowed these low points.

Company Guidance

During TE Connectivity's third quarter earnings call for fiscal year 2025, the company reported impressive financial results and provided guidance for the upcoming fourth quarter. The third quarter saw a 14% increase in sales, reaching $4.5 billion, and a 19% rise in adjusted earnings per share, setting quarterly records. The company achieved an adjusted operating margin of 20% and generated a record free cash flow of $1 billion. Orders improved to $4.5 billion, an 8% year-over-year increase. For the fourth quarter, TE Connectivity expects sales to grow to $4.55 billion, a 12% increase on a reported basis, and anticipates a 16% increase in adjusted earnings per share. The company continues to benefit from strong demand in the Transportation and Industrial segments, driven by trends in artificial intelligence and energy applications.

Record-Breaking Sales and Earnings

TE Connectivity delivered 14% sales growth and 19% adjusted earnings per share growth in the third quarter, both of which are quarterly records for the company.

Strong Performance in Industrial Segment

The Industrial segment achieved over 20% organic growth, driven by digital data networks and energy businesses. Adjusted operating margins expanded nearly 400 basis points year-over-year.

Significant Free Cash Flow and Shareholder Returns

The company generated record free cash flow of $1 billion this quarter, with year-to-date free cash flow at approximately $2.1 billion. Returned $1.5 billion to shareholders.

Successful AI and Energy Growth

AI revenues are expected to be above $800 million for fiscal 2025, up from $300 million last year. The Energy business also saw a strong 20% organic growth.

TE Connectivity (TEL) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

TEL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q4)	2.28 / -	1.95	―	―	―
Jul 23, 2025	2025 (Q3)	2.08 / 2.27	1.91	18.85% (+0.36)
Apr 23, 2025	2025 (Q2)	1.96 / 2.10	1.86	12.90% (+0.24)
Jan 22, 2025	2025 (Q1)	1.89 / 1.95	1.84	5.98% (+0.11)
Oct 30, 2024	2024 (Q4)	1.94 / 1.95	1.78	9.55% (+0.17)
Jul 24, 2024	2024 (Q3)	1.86 / 1.91	1.77	7.91% (+0.14)
Apr 24, 2024	2024 (Q2)	1.83 / 1.86	1.65	12.73% (+0.21)
Jan 24, 2024	2024 (Q1)	1.71 / 1.84	1.44	27.78% (+0.40)
Nov 01, 2023	2023 (Q4)	1.76 / 1.78	1.88	-5.32% (-0.10)
Jul 26, 2023	2023 (Q3)	1.66 / 1.77	1.86	-4.84% (-0.09)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

TEL Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 23, 2025	$179.83	$201.32	+11.95%
Apr 23, 2025	$132.40	$134.99	+1.96%
Jan 22, 2025	$146.52	$153.22	+4.57%
Oct 30, 2024	$150.15	$149.32	-0.55%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Te Connectivity Ltd (TEL) report earnings?

Te Connectivity Ltd (TEL) is schdueled to report earning on Oct 29, 2025, Before Open (Confirmed).

What is Te Connectivity Ltd (TEL) earnings time?

Te Connectivity Ltd (TEL) earnings time is at Oct 29, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is TEL EPS forecast?

TEL EPS forecast for the fiscal quarter 2025 (Q4) is 2.28.

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