TEL · 10-K · 2026A · Full report

Transportation End-Market Demand

TE Connectivity plc · 2026-11-09 · Importance 54 · Surprise 40

Transportation Solutions organic net sales grew 4.5% in fiscal 2026, with commercial transportation up 17.1% and automotive up 3.0%; Sensors declined 2.4%. Automotive growth reflected increased content per vehicle, with growth of 5.0% in Asia–Pacific and 4.3% in EMEA partly offset by a 5.4% decline in the Americas. Commercial transportation growth occurred across all regions and benefited from content growth. Sensors weakness in transportation applications was partly offset by growth in industrial applications.

Key facts

• TE Connectivity plc’s Transportation Solutions fiscal 2026 net sales increased $681 million, or 7.3%, with organic growth of 4.5% and positive foreign currency translation of 2.8%. source
• TE Connectivity plc’s fiscal 2026 Commercial transportation organic net sales increased 17.1%, with growth across all regions and the benefit of content growth. source
• Net price erosion reduced TE Connectivity plc’s Transportation Solutions fiscal 2026 organic net sales by $34 million. source
• TE Connectivity plc’s fiscal 2026 Automotive organic net sales increased 3.0%, with growth of 5.0% in Asia–Pacific and 4.3% in EMEA, partly offset by a 5.4% decline in the Americas. source
• TE Connectivity plc’s fiscal 2026 Sensors organic net sales decreased 2.4% due to declines in transportation applications, partly offset by growth in industrial applications. source
• Demand conditions affecting the industries TE Connectivity plc serves, particularly the automotive industry, could cause its results to differ materially from forward-looking statements. source
• TE Connectivity plc attributed fiscal 2026 Automotive organic net sales growth primarily to increased content per vehicle. source