TEL · 10-K · 2026A · Full report
Operating Margin Drivers
TE Connectivity plc · 2026-11-09 · Importance 59 · Surprise 48 · No source text
Operating income increased to $3,991 million in fiscal 2026 from $3,211 million in fiscal 2025, while operating margin expanded to 20.1% from 18.6%. Transportation Solutions operating income rose $151 million to $1,969 million and its margin increased to 19.6% from 19.4%, primarily reflecting improved manufacturing productivity. Industrial Solutions operating income increased $625 million to $2,018 million, and its margin rose to 20.4% from 17.7%, primarily due to higher volume and favorable net pricing actions.
Key facts
- TE Connectivity plc’s fiscal 2026 operating income was $3,991 million and operating margin was 20.1%, compared with $3,211 million and 18.6% in fiscal 2025. source
- TE Connectivity plc’s Industrial Solutions operating income increased $625 million in fiscal 2026, primarily due to higher volume and positive net pricing actions, excluding specified items. source
- TE Connectivity plc’s Transportation Solutions operating income increased $151 million in fiscal 2026, primarily due to improved manufacturing productivity excluding specified items. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| operating_income | positive | realized | +3.9% | TE Connectivity plc’s fiscal 2026 operating income was $3,991 million and operating margin was 20.1%, compared with $3,211 million and… |
| margin | positive | realized | +1.5% | TE Connectivity plc’s fiscal 2026 operating income was $3,991 million and operating margin was 20.1%, compared with $3,211 million and… |