TE Connectivity Plc Reports Strong Fiscal Q4 Results
TE Connectivity Plc (NASDAQ: TEL) announced its fiscal fourth‑quarter results for the period ended September 25 2026. The company recorded a 12 % rise in net sales to a record $5.312 billion, and a 39 % increase in GAAP diluted earnings per share (EPS) to $3.10. Adjusted EPS grew by 21 % to $3.14. Operating margins were 21 % GAAP and 22 % adjusted, driven by robust performance in both the Industrial and Transportation segments.
Financial Highlights
| Metric | Q4 2026 | Q4 2025 | Change |
|---|---|---|---|
| Net sales | $5.312 bn | $4.749 bn | +11.9 % |
| GAAP diluted EPS | $3.10 | $2.22 | +39 % |
| Adjusted EPS | $3.14 | $2.22 | +21 % |
| GAAP operating margin | 21 % | — | — |
| Adjusted operating margin | 22 % | — | — |
| Cash flow from operations | $1.5 bn | — | — |
| Free cash flow | $1.2 bn | — | — |
| Shareholder return | $800 mn | — | — |
The company’s order backlog reached $6.1 billion, a 29 % year‑over‑year increase, and 6 % sequential growth. Analysts had projected Q4 EPS of $3.07 and sales of $5.29 billion; the results exceeded those expectations.
Full‑Year Performance
For the full fiscal year ended September 25 2026, TE Connectivity posted:
- Net sales of $19.9 billion, up 15 % reported and 12 % organically.
- GAAP EPS of $3.10, 39 % above the $2.22 reported in 2025.
- Adjusted EPS of $3.14, 21 % higher than the prior year.
- GAAP operating margin of 21 % and adjusted margin of 22 %.
- Cash flow from operations of $1.5 bn, with $1.2 bn in free cash flow.
Analysts forecasted full‑year EPS of $11.45 and revenue of $19.86 bn; TE Connectivity’s actual figures surpassed those averages.
Market Reaction
Shares of TE Connectivity rose 5.4 % following the earnings announcement. The company’s GF score of 89 was cited as a positive indicator for investors, reflecting strong financial health and growth prospects.
Outlook
TE Connectivity indicated that it expects double‑digit sales growth in fiscal 2027, supported by continued demand across its Industrial and Transportation segments. The company remains focused on delivering connectivity and sensor solutions for a broad range of industries, including automotive, aerospace, energy, and consumer electronics.