TEL · 10-K · 2026A · Full report
Revenue Performance and Mix
TE Connectivity plc · 2026-11-09 · Importance 54 · Surprise 40 · Matches filing data
Fiscal 2026 net sales increased 15.2% to $19,885 million from $17,262 million in fiscal 2025, while organic net sales grew 11.9%. Transportation Solutions sales increased 7.3% to $10,069 million, and Industrial Solutions sales increased 25.8% to $9,903 million. Organic growth was 43.5% in digital data networks, 18.1% in energy, 17.1% in commercial transportation, and 3.0% in automotive; medical sales declined 1.3%. Net pricing actions added $185 million to organic net sales, including $219 million in Industrial Solutions, while Transportation Solutions net price erosion reduced organic sales by $34 million.
Key facts
- TE Connectivity plc’s fiscal 2026 net sales increased 15.2% from fiscal 2025, and organic net sales increased 11.9%. source
- TE Connectivity plc expects to return $87 million of tariff refunds to customers; the amount was recorded as a reduction to net sales in fiscal 2026’s fourth quarter. source
- Richards Manufacturing contributed $227 million of incremental net sales to TE Connectivity plc in the first six months of fiscal 2026 compared with the same period of fiscal 2025. source
- TE Connectivity plc’s Industrial Solutions net pricing actions positively affected fiscal 2026 organic net sales by $219 million. source
- TE Connectivity plc’s net pricing actions positively affected fiscal 2026 organic net sales by $185 million. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +13.2% | TE Connectivity plc’s fiscal 2026 net sales increased 15.2% from fiscal 2025, and organic net sales increased 11.9%. |
| revenue | negative | realized | -0.4% | TE Connectivity plc expects to return $87 million of tariff refunds to customers; the amount was recorded as a reduction to net sales in… |