The earnings call highlighted significant achievements including record revenue and earnings, strong industrial growth, robust free cash flow, and positive AI revenue momentum. However, challenges such as regional disparities in automotive and transportation sectors, along with sensor market weakness, were noted. Despite these challenges, the company demonstrated strong overall growth and operational performance.

Company Guidance -

Q4 2025

During the TE Connectivity third-quarter earnings call for fiscal year 2025, the company reported robust financial performance and provided optimistic guidance for the fourth quarter. TE Connectivity achieved 14% sales growth and a 19% increase in adjusted earnings per share, both quarterly records largely driven by the Transportation and Industrial segments. The company's strategic investments in artificial intelligence and energy applications were highlighted as key growth drivers. TE Connectivity also reported record adjusted operating margins of 20% and generated $1 billion in free cash flow. Orders reached $4.5 billion, reflecting an 8% year-over-year increase. Looking ahead, TE Connectivity anticipates fourth-quarter sales to rise to $4.55 billion, representing 12% growth, with adjusted earnings per share expected to grow by 16% year-over-year. This positive outlook is supported by strong order momentum, particularly in the Industrial segment, with growth in digital data networks and energy businesses.

Record-Breaking Sales and Earnings

The company achieved a record 14% sales growth and 19% adjusted earnings per share growth, both exceeding guidance. Sales reached $4.5 billion, and adjusted EPS was $2.27.

Strong Performance in Industrial Segment

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

Robust Free Cash Flow and Shareholder Returns

The company delivered record year-to-date free cash flow of approximately $2.1 billion, returned $1.5 billion to shareholders, and made $2.6 billion in acquisitions, including the Richards acquisition.

Positive Order Momentum

Orders improved to $4.5 billion, a year-over-year increase of 8% and a sequential increase of 5%, supporting the outlook for continued double-digit growth.

AI Application Revenue Surge

AI revenue grew from $300 million last year to over $800 million, with expectations of exceeding $1 billion next year, reflecting strong growth momentum.

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)	2.27 / -	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	$180.47	$202.04	+11.95%
Apr 23, 2025	$132.87	$135.47	+1.96%
Jan 22, 2025	$147.04	$153.77	+4.58%
Oct 30, 2024	$150.69	$149.85	-0.56%

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 2.27.

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