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TE Connectivity Earnings Calls
| Release date | Apr 22, 2026 |
| EPS estimate | $2.69 |
| EPS actual | $2.73 |
| EPS Surprise | 1.49% |
| Revenue estimate | 4.746B |
| Revenue actual | 4.744B |
| Revenue Surprise | -0.0432% |
| Release date | Jan 21, 2026 |
| EPS estimate | $2.55 |
| EPS actual | $2.72 |
| EPS Surprise | 6.67% |
| Revenue estimate | 4.53B |
| Revenue actual | 4.669B |
| Revenue Surprise | 3.07% |
| Release date | Oct 29, 2025 |
| EPS estimate | $2.29 |
| EPS actual | $2.44 |
| EPS Surprise | 6.55% |
| Revenue estimate | 4.579B |
| Revenue actual | 4.576B |
| Revenue Surprise | -0.0575% |
| Release date | Jul 23, 2025 |
| EPS estimate | $2.08 |
| EPS actual | $2.27 |
| EPS Surprise | 9.13% |
| Revenue estimate | 4.323B |
| Revenue actual | 4.534B |
| Revenue Surprise | 4.87% |
Last 4 Quarters for TE Connectivity
Below you can see how TEL performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 23, 2025 |
| Price on release | $202.04 |
| EPS estimate | $2.08 |
| EPS actual | $2.27 |
| EPS surprise | 9.13% |
| Date | Price |
|---|---|
| Jul 17, 2025 | $177.68 |
| Jul 18, 2025 | $178.97 |
| Jul 21, 2025 | $179.51 |
| Jul 22, 2025 | $180.47 |
| Jul 23, 2025 | $202.04 |
| Jul 24, 2025 | $205.60 |
| Jul 25, 2025 | $208.06 |
| Jul 28, 2025 | $209.34 |
| Jul 29, 2025 | $209.17 |
| 4 days before | 13.71% |
| 4 days after | 3.53% |
| On release day | 1.76% |
| Change in period | 17.72% |
| Release date | Oct 29, 2025 |
| Price on release | $240.76 |
| EPS estimate | $2.29 |
| EPS actual | $2.44 |
| EPS surprise | 6.55% |
| Date | Price |
|---|---|
| Oct 23, 2025 | $234.09 |
| Oct 24, 2025 | $235.65 |
| Oct 27, 2025 | $236.74 |
| Oct 28, 2025 | $236.54 |
| Oct 29, 2025 | $240.76 |
| Oct 30, 2025 | $243.45 |
| Oct 31, 2025 | $247.01 |
| Nov 03, 2025 | $246.87 |
| Nov 04, 2025 | $243.55 |
| 4 days before | 2.85% |
| 4 days after | 1.16% |
| On release day | 1.12% |
| Change in period | 4.04% |
| Release date | Jan 21, 2026 |
| Price on release | $231.00 |
| EPS estimate | $2.55 |
| EPS actual | $2.72 |
| EPS surprise | 6.67% |
| Date | Price |
|---|---|
| Jan 14, 2026 | $237.30 |
| Jan 15, 2026 | $241.92 |
| Jan 16, 2026 | $241.01 |
| Jan 20, 2026 | $233.27 |
| Jan 21, 2026 | $231.00 |
| Jan 22, 2026 | $231.35 |
| Jan 23, 2026 | $223.84 |
| Jan 26, 2026 | $225.49 |
| Jan 27, 2026 | $230.78 |
| 4 days before | -2.65% |
| 4 days after | -0.0952% |
| On release day | 0.152% |
| Change in period | -2.75% |
| Release date | Apr 22, 2026 |
| Price on release | $221.01 |
| EPS estimate | $2.69 |
| EPS actual | $2.73 |
| EPS surprise | 1.49% |
| Date | Price |
|---|---|
| Apr 16, 2026 | $236.48 |
| Apr 17, 2026 | $246.14 |
| Apr 20, 2026 | $247.66 |
| Apr 21, 2026 | $243.18 |
| Apr 22, 2026 | $221.01 |
| Apr 23, 2026 | $217.73 |
| Apr 24, 2026 | $214.67 |
| Apr 27, 2026 | $209.52 |
| Apr 28, 2026 | $204.41 |
| 4 days before | -6.54% |
| 4 days after | -7.51% |
| On release day | -1.48% |
| Change in period | -13.56% |
TE Connectivity Earnings Call Transcript Summary of Q1 2026
TE Connectivity reported a strong start to fiscal 2026 with Q1 sales of $4.7B (up 22% reported, 15% organic), record orders of ~$5.1B (book-to-bill ~1.1), record adjusted EPS of $2.72 (up >30% YoY) and adjusted operating margin of 22%. Growth was broad-based across Industrial Solutions (38% reported, 26% organic) and Transportation Solutions (10% reported, 7% organic). Key drivers: rapid acceleration in digital data networks (DDN) / AI-related revenues (management lifted its FY AI revenue view by roughly $200M versus 90 days ago), strength in energy (including Richards acquisition) and recovery in automation & connected living (ACL) and commercial transportation outside North America. Cash generation remained strong with Q1 free cash flow >$600M and management returned ~100% of FCF to shareholders; they expect FY CapEx to be ~6% of sales to support AI program ramps and continue to target through-cycle growth of 6–8% (with FY26 expected to be ahead of that). Near-term seasonality: management expects Industrial to grow sequentially in Q2 while Transportation will be partially offset by normal auto production seasonality (a ~3M unit global production decline from Q1 to Q2). Metals inflation is being monitored and pricing actions are underway; supply-side constraints do not appear to be a limiting factor for current AI ramps.
