Connectors and sensors maker TE Connectivity's Q4 profit beats on strong demand

TE Connectivity

29/10/2025 10:10

Overview

TE Connectivity Q4 sales grew 17% yr/yr, beating analyst expectations

Adjusted EPS for Q4 was $2.44, exceeding consensus estimates

Company achieved record full-year sales, operating margin, and cash generation

Outlook

TE Connectivity expects Q1 FY26 sales of approximately $4.5 bln, up 17% year over year

Company anticipates Q1 FY26 GAAP EPS of $2.33, up 33% year over year

TE Connectivity forecasts Q1 FY26 adjusted EPS of $2.53, up 23% year over year

Result Drivers

INDUSTRIAL SEGMENT - Sales increased 24% driven by innovations serving AI and energy customers

TRANSPORTATION SEGMENT - Content growth from increased data connectivity and electrified power train

OPERATIONAL RESILIENCE - Strong operational performance across both segments drove record margins

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
$4.74 bln
$4.58 bln (17 Analysts)
Q4 Adjusted EPS
Beat
$2.44
$2.28 (17 Analysts)
Q4 EPS from continuing operations
$2.23
Q4 Net Income
$663 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 15 "strong buy" or "buy", 6 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the electronic equipment & parts peer group is "buy"

Wall Street's median 12-month price target for TE Connectivity PLC is $235.00, about 0.7% below its October 28 closing price of $236.54

The stock recently traded at 24 times the next 12-month earnings vs. a P/E of 19 three months ago

Press Release: ID:nPn7wlTQ0a

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)