TEL · 10-K · 2026A

TE Connectivity plc

Filed 2026-11-09 · Consumer · View original filing on EDGAR

Everything TEL's SEC filings said, ranked

Ranked Events

• Guidance and OutlookImportance 85 · Surprise 76
  For the first quarter of fiscal 2027, TE Connectivity expects net sales of approximately $5.35 billion and diluted earnings per share from continuing operations of approximately $3.04. The company expects foreign…
• Capital Return ProgramImportance 69 · Surprise 50
  TE Connectivity paid $869 million of ordinary-share dividends in fiscal 2026, compared with $803 million in fiscal 2025, and reported dividends of $2.98 per ordinary share for fiscal 2026. In September 2026, the board…
• Acquisition / Partnership / DivestitureImportance 65 · Surprise 60
  In the fourth quarter of fiscal 2026, TE Connectivity agreed to acquire Astrodyne for approximately $1.4 billion in cash. The transaction was expected to close by the end of calendar year 2026, subject to customary…
• Industrial End-Market DemandImportance 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,…
• Capital Expenditure OutlookImportance 60 · Surprise 40
  Capital expenditures were $1,122 million in fiscal 2026, up from $936 million in fiscal 2025. TE Connectivity expects fiscal 2027 capital spending to be approximately 6% of net sales. Management says the spending is…
• Operating Margin DriversImportance 59 · Surprise 48
  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…
• Income Tax Rate ChangesImportance 57 · Surprise 64
  The effective income tax rate decreased to 17.6% in fiscal 2026 from 42.5% in fiscal 2025, a decline of 24.9 percentage points. Fiscal 2026 income tax expense was $666 million lower than fiscal 2025. The filing directs…
• Transportation End-Market DemandImportance 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,…
• Operating Expense TrendsImportance 54 · Surprise 40
  Selling, general, and administrative expenses increased $258 million to $2,124 million in fiscal 2026 from $1,866 million in fiscal 2025, a rise of approximately 13.8%. SG&A equaled 10.7% of net sales, down from 10.8%…
• Gross Margin DriversImportance 54 · Surprise 40
  Fiscal 2026 gross margin increased to $7,206 million from $6,079 million in fiscal 2025, and gross margin as a share of net sales rose to 36.2% from 35.2%. Cost of sales was $12,679 million, or 63.8% of net sales,…
• Geographic Revenue PerformanceImportance 54 · Surprise 40
  Fiscal 2026 net sales were $7,764 million in Asia–Pacific, $6,386 million in EMEA, and $5,822 million in the Americas, before the $87 million reconciling item for tariff refunds expected to be returned to customers.…
• Revenue Performance and MixImportance 54 · Surprise 40
  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…
• Liquidity and Cash PositionImportance 49 · Surprise 32
  Net cash provided by operating activities increased $386 million, or approximately 9.3%, to $4,525 million in fiscal 2026 from $4,139 million in fiscal 2025. The increase primarily reflected higher pre-tax income,…
• Manufacturing Footprint OptimizationImportance 10 · Surprise 6
  TE Connectivity evaluates changes to its global manufacturing footprint, including facility simplification and migration to lower-cost regions. The company also seeks to reduce fixed costs and eliminate excess…

Revenue by Product (in millions)

Revenue by Geography (in millions)