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Te Connectivity Ltd (TEL)
NYSE:TEL
Earnings Data
Report Date
Apr 29, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
2.67Last Year’s EPS
2.1Same Quarter Last Year
Strong Buy
Based on 12 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong and broad-based growth with record orders, double-digit sales expansion, substantial margin improvement and robust cash generation, supported by accelerating AI and digital data networks demand. Near-term headwinds include auto seasonality, metal cost inflation, restructuring charges, and some end-market softness (e.g., North American trucks, appliances), with part of the AI upside skewed to the back half of the year. Overall, the company signaled confidence in achieving above-cycle growth for fiscal 2026 while investing to support the AI ramps.Company Guidance
Strong Top-Line Growth
Revenue of $4.7 billion in Q1, up 22% reported and 15% organic year-over-year, with growth in both segments and sales above guidance.
Record Order Intake and Book-to-Bill
Record orders of $5.1 billion, more than $1 billion higher versus prior year, producing a book-to-bill of 1.1 and broad-based double-digit organic order growth across geographies.
Outstanding Earnings and Margin Expansion
Record adjusted EPS of $2.72, up ~33% year-over-year; adjusted operating margin of 22.2% (reported as 22%), expanding ~180 basis points year-over-year.
Industrial Solutions Outperformance
Industrial Solutions sales grew 38% (26% organic) year-over-year; adjusted operating margins at the segment expanded over 500 basis points to ~23% driven by higher volumes and operational performance.
Digital Data Networks / AI Momentum
Digital Data Networks grew ~70% year-over-year; management raised AI revenue outlook for fiscal 2026 by roughly $200 million versus 90 days prior and expects AI revenue ramps across all hyperscalers.
Energy and AD&M Growth
Energy sales grew 88% including the Richards acquisition and ~15% organically, driven by grid hardening and renewables; AD&M (aerospace & defense) sales grew ~11% organically.
Transportation Growth and Content Gains
Transportation sales grew 10% (7% organic); automotive organic sales +7% with content growth outpacing market at the high end of the 4–6 point range; commercial transportation organic +16%.
Strong Cash Generation and Capital Returns
Cash from operations $865 million and free cash flow $608 million in Q1; returned ~100% of free cash flow to shareholders via buybacks/dividends and plan to maintain strong cash conversion for FY26.
Investment to Support Growth
Management increasing fiscal 2026 CapEx to ~6% of sales to support aggressive AI program ramps and program-specific tooling, while maintaining a strong balance sheet and M&A optionality.
TEL Earnings History
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 |
|---|---|---|---|
Jan 21, 2026 | $233.27 | $231.00 | -0.97% |
Oct 29, 2025 | $235.76 | $239.96 | +1.78% |
Jul 23, 2025 | $179.24 | $200.66 | +11.95% |
Apr 23, 2025 | $131.96 | $134.54 | +1.96% |
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 Apr 29, 2026, Before Open (Confirmed).
What is Te Connectivity Ltd (TEL) earnings time?
Te Connectivity Ltd (TEL) earnings time is at Apr 29, 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 (Q2) is 2.67.