The earnings call highlighted strong financial performance with record-breaking sales and growth, particularly in the Industrial segment and AI revenue. Positive cash flow and capital deployment further supported the company's achievements. However, challenges in the Western automotive markets and North American commercial transportation were noted as concerns.

Company Guidance

During TE Connectivity's fourth-quarter earnings call for fiscal year 2025, the company reported record-breaking sales, earnings, and free cash flow, indicating strong momentum despite a challenging macroeconomic environment. Fourth-quarter sales reached $4.75 billion, surpassing guidance with a 17% year-over-year increase on a reported basis and 11% organically. Orders also rose to $4.7 billion, marking a 22% year-over-year increase. Adjusted earnings per share (EPS) were $2.44, up 25% from the previous year, with adjusted operating margins expanding by 130 basis points to 20%. For the full fiscal year, sales reached a record $17.3 billion, with the Industrial segment seeing a 24% reported growth. The company generated over $3 billion in free cash flow, with a conversion rate exceeding 100%, and returned $2 billion to shareholders. Looking ahead to fiscal 2026, TE Connectivity projects first-quarter sales of $4.5 billion, reflecting a 17% year-over-year increase, and anticipates adjusted EPS of approximately $2.53, representing 23% growth.

Record-Breaking Revenue and Growth

TE Connectivity reported record fourth quarter sales of $4.75 billion, growing 17% on a reported basis and 11% organically year-over-year. Full-year sales were also a record at $17.3 billion, with 9% reported growth and 6% organic growth.

Strong Performance in Industrial Segment

The Industrial segment grew 34% in the quarter and 24% organically. Digital Data Networks (DDN) had an outstanding quarter with 80% year-over-year growth. Energy business sales grew 83%, and the Automation and Connected Living business saw an 11% organic increase.

Significant AI Revenue Surge

AI revenue tripled to over $900 million in fiscal 2025, reflecting increased momentum and demand in hyperscaler platforms.

Robust Cash Flow and Capital Deployment

Free cash flow was over $3 billion with more than 100% conversion. The company returned over $2 billion to shareholders and spent $2.6 billion on bolt-on acquisitions.

Positive Outlook for Fiscal 2026

TE Connectivity expects first quarter fiscal 2026 sales to be $4.5 billion, up 17% year-over-year, and adjusted earnings per share to grow 23% year-over-year.

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
Jan 28, 2026	2026 (Q1)	2.54 / -	1.95	―	―	―
Oct 29, 2025	2025 (Q4)	2.29 / 2.44	1.95	25.13% (+0.49)
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)

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
Oct 29, 2025	$236.54	$240.76	+1.78%
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%

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 Jan 28, 2026, Before Open (Confirmed).

What is Te Connectivity Ltd (TEL) earnings time?

Te Connectivity Ltd (TEL) earnings time is at Jan 28, 2026, 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 2026 (Q1) is 2.54.

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