TE Connectivity (TEL)
NYSEInformation TechnologySemiconductorsSnapshot 2026-09-04
$208.65-0.36%
Close 2026-09-04 · 1-day change
NYSEInformation TechnologySemiconductorsSnapshot 2026-09-04
QuarterlyIQ Insights · TEL
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within information technology on a research-validated quality screen. As of 2026-09-04.
The screen ranks TEL against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated strong grew net income 65% of the time over the next year (vs 52% for the rest of the cohort, n=6360).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Met or beat guidance 100% of the last 1 guided quarters · 54.5% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue driving double-digit sales growth across Industrial and Transportation segments with broad portfolio expansion and acquisitions.
Stated as a priority in 6 of last 6 quarters. Revenue grew from $4.53B in 2025-Q3 to $5.16B in 2026-Q3, a 14% increase, with Industrial segment sales up 24% in fiscal 2025 and over 20% in recent quarters. Management consistently emphasizes double-digit sales growth and is delivering on this trajectory.
“CEO: 'Our Industrial team delivered sales growth of over 20 percent, while Transportation increased sales by five percent organically.'”
“CEO: 'Double-digit sales growth and record adjusted EPS, driven by growth in both Industrial and Transportation segments.'”
“CEO: 'Sales growth of more than 20%, driven by growth in both the Industrial and Transportation segments.'”
“CEO: 'Industrial segment sales increased 24% during the year, driven by innovations that serve AI and energy customers.'”
“CEO: 'Double-digit sales growth was driven by 30% sales growth in our Industrial segment.'”
“CEO: 'Double-digit growth in the Industrial segment drove 4% reported sales growth year over year.'”
Sustain double-digit growth in adjusted earnings per share driven by operational performance and margin expansion.
Stated as a priority in 6 of last 6 quarters. Adjusted EPS increased from $2.10 in 2025-Q2 to $2.94 in 2026-Q3, a 40% rise, with GAAP diluted EPS up 19% over the same period. Management consistently targets double-digit EPS growth and is delivering accordingly.
Grow the Industrial segment by acquiring complementary businesses to broaden product portfolio and market reach.
Stated as a priority in 4 of last 6 quarters. Management completed the $2.3B Richards acquisition in 2025-Q3 and announced the pending Astrodyne TDI acquisition expected to add $250M+ annual sales to the Industrial segment. These actions show active delivery on acquisition-driven Industrial segment expansion.
Maintain disciplined capital allocation with regular dividends and share repurchases to return value to shareholders.
Stated as a priority in 5 of last 6 quarters. Management returned $2.0 billion to shareholders year to date in 2026 and the board authorized a $2.5 billion increase in the share repurchase program in 2024-Q4. Dividend per share increased from $0.71 in 2026-Q1 to $0.78 in 2026-Q3. The capital return program is active and consistent with stated priorities.
Sustain record and growing order intake across all business segments to support sales growth and operational momentum.
Over the trailing year it converted 0.99x of net income into operating cash flow. Historically, Information Technology names rated fragile grew net income 42% of the time over the next year (vs 59% for the rest of the cohort, n=3128).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, Fed net liquidity, real (inflation-adjusted) rates, long-term interest rates (low R² over the window).
18 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Information Technology names rated neutral grew net income 60% of the time over the next year (vs 57% for the rest of the cohort, n=3673).
Not investment advice. As of 2026-09-04.
“Adjusted EPS was a record $2.94, an increase of 22% year over year.”
“Adjusted EPS was a record $2.73, an increase of 24% year over year.”
“Adjusted EPS was $2.72, an increase of 33% year over year.”
“Adjusted EPS was a record $2.44, an increase of 25% year over year.”
“Adjusted EPS was a record $2.27, an increase of approximately 19% year over year.”
“Adjusted EPS was $2.10, a company record and up approximately 13% year over year.”
“Entered agreement to acquire Astrodyne TDI, expanding TE’s power portfolio in the Industrial segment.”
“Completed Richards acquisition in third quarter for $2.3 billion in the Industrial segment.”
“Richards Manufacturing Co. acquisition completed in April to capitalize on strong growth opportunities.”
“Deployed $325 million for bolt-on acquisitions in the Industrial segment.”
“Returned $2.0 billion to shareholders year to date.”
“Returned $1.2 billion to shareholders during the first half and announced 10% increase in quarterly cash dividend.”
“Returned $2.2 billion to shareholders and deployed $2.6 billion for bolt-on acquisitions.”
“Returned approximately $500 million to shareholders and deployed $325 million for bolt-on acquisitions.”
“Returned approximately $2.8 billion to shareholders and deployed approximately $340 million for a bolt-on acquisition.”