TE Connectivity (TEL)
NYSEInformation TechnologyElectronic ComponentsSnapshot 2026-07-08
$197.84-1.15%
Close 2026-07-07 · 1-day change
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Track TEL free→TE Connectivity grows sales about 15% yearly, driven by AI and electrification. Profit per share is rising, with a 17% EPS increase targeted. Orders are strong, up 25% year over year. The company trades cheaper than peers, offering value.
The recent 20% share price drop shows market doubts. Growth could slow below double digits. Rising debt and weaker orders could hurt profits and cash flow.
The price is about 21% below our fair value near $252. Analysts expect roughly 11% revenue growth. Our fair value is slightly below the Street median, reflecting cautious optimism.
Breaks if: Adjusted EPS falls below $2.83 in 2026-Q3
Target a 17% year-over-year increase in adjusted EPS for the upcoming quarter.
Stated in 2 of last 2 quarters. Adjusted EPS increased from $2.73 in 2026-Q1 to an expected $2.83 in 2026-Q3, indicating a 17% year-over-year growth target. The company is on track to achieve this EPS increase.
Breaks if: Orders fall below $5.3 billion in 2026-Q1
Continue to drive orders momentum across all business segments.
Stated in 2 of last 2 quarters. Orders increased to $5.3 billion in 2026-Q1, up 25% year over year. The company is maintaining strong orders momentum, driven by strategic positioning in key trends.
Breaks if: YoY revenue growth falls below 10% next year
Focus on maintaining orders momentum to achieve double-digit sales growth.
Stated in 2 of last 2 quarters. Revenue grew from $4.14B in 2025-Q2 to $4.74B in 2026-Q2, reflecting a 15% increase. The company is delivering on its double-digit sales growth priority, supported by strong orders momentum.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“CEO: 'Adjusted EPS is expected to be approximately $2.83, an increase of 17% year over year.'”
“CEO: 'Adjusted EPS was a record $2.73, an increase of 24% year over year.'”
“CEO: 'Our record orders were driven by our strategic positioning in key trends.'”
“CEO: 'Record orders of $5.3 billion, an increase of 25% year over year.'”
“CEO: 'Our ongoing orders momentum across all businesses positions us to deliver double digit sales growth to $5 billion.'”
“CEO: 'We delivered results above guidance with 15% sales growth.'”