TEL · 10-K · 2026A · Full report

Industrial End-Market Demand

TE Connectivity plc · 2026-11-09 · Importance 64 · Surprise 56

Industrial Solutions organic net sales increased 20.8% in fiscal 2026. Digital data networks grew 43.5%, primarily due to AI applications; automation and connected living increased 13.1%, led by factory automation and, to a lesser degree, appliances. Energy grew 18.1% with strength in grid hardening and data center applications across all regions, while aerospace, defense, and marine increased 11.0% on defense and commercial aerospace demand. Medical declined 1.3%, primarily because of a strategic product-line exit.

Key facts

• TE Connectivity plc’s Industrial Solutions fiscal 2026 net sales increased $2,029 million, or 25.8%, with organic growth of 20.8%, acquisition impact of 3.5%, and positive foreign currency translation impact of 1.5%. source
• TE Connectivity plc’s fiscal 2026 organic net sales in digital data networks increased 43.5%, primarily due to growth in AI applications. source
• TE Connectivity plc’s fiscal 2026 organic net sales in medical decreased 1.3%, primarily as a result of its strategic exit of a product line. source
• Richards Manufacturing contributed $227 million of incremental net sales to TE Connectivity plc’s Industrial Solutions segment in the first six months of fiscal 2026 compared with the same period of fiscal 2025. source
• TE Connectivity plc’s fiscal 2026 organic net sales in automation and connected living increased 13.1%, primarily due to factory automation growth and, to a lesser degree, the appliances market. source
• TE Connectivity plc’s fiscal 2026 organic net sales in energy increased 18.1%, with growth in all regions and strength in grid hardening and data center applications. source
• TE Connectivity plc’s fiscal 2026 organic net sales in aerospace, defense, and marine increased 11.0%, primarily due to growth in defense and commercial aerospace markets. source