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TE Connectivity plc 10-Q Filings

TEL NYSE

Every 10-Q that TE Connectivity plc (TEL) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 10-Q covers the quarterly report filed between annual reports, so if you follow TEL and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full TEL filings page.

Rhea-AI Summary

TE Connectivity plc reported third‑quarter fiscal 2026 net sales of $5,160 million, up 13.8% year over year, driven by 12.2% organic growth and modest currency tailwinds. Net income rose to $748 million and diluted EPS to $2.55, from $638 million and $2.14. For the first nine months, net sales reached $14,573 million and net income $2,353 million, with operating income up to $2,898 million as higher volumes, improved manufacturing productivity, and lower income tax expense supported profitability.

Industrial Solutions led growth, with quarterly sales up 21.9% to $2,580 million, helped by acquisitions and demand in digital data networks and energy, while Transportation Solutions grew 6.7% to $2,580 million, led by commercial transportation. Operating cash flow of $2,997 million in the first nine months funded $832 million of capital spending, $643 million of dividends, and $1,350 million of share repurchases, leaving $1,239 million of cash and access to a new $3.0 billion revolving credit facility. The company recorded $96 million of year‑to‑date restructuring charges tied to a multi‑year footprint optimization program expected to deliver about $58 million of annualized savings. It also agreed to acquire Astrodyne TDI for approximately $1.4 billion in cash and guided fourth‑quarter net sales to about $5.25 billion with diluted EPS from continuing operations of $2.84, excluding Astrodyne TDI.

Rhea-AI Summary

TE Connectivity plc delivered significantly stronger results for the quarter and six months ended March 27, 2026. Quarterly net sales rose to $4.74 billion from $4.14 billion, with operating income up to $954 million and net income jumping to $855 million from $13 million.

For the first six months, net sales increased to $9.41 billion from $7.98 billion and net income rose to $1.61 billion from $541 million, helped by higher volumes, better manufacturing productivity, and a favorable $114 million tax benefit. Diluted EPS from continuing operations reached $2.90 for the quarter and $5.43 year‑to‑date.

The Industrial Solutions segment led growth, with six‑month sales up 32% to $4.52 billion, while Transportation Solutions sales grew 7% to $4.89 billion. Operating cash flow strengthened to $1.81 billion, funding $528 million of capital spending, a $200 million acquisition, $818 million of share repurchases, and $417 million of dividends. The company expects third‑quarter 2026 sales of about $5.0 billion and diluted EPS of roughly $2.44, with a modest tailwind from foreign exchange.

Rhea-AI Summary

TE Connectivity plc delivered strong first-quarter fiscal 2026 results, with net sales of $4.669 billion up from $3.836 billion and net income of $750 million up from $528 million a year earlier. Diluted earnings per share from continuing operations rose to $2.53 from $1.75.

Growth was broad-based: Transportation Solutions sales increased 10.0% to $2.467 billion, while Industrial Solutions jumped 38.2% to $2.202 billion, helped by the Richards Manufacturing acquisition and strong demand in digital data networks and energy. Gross margin improved to 37.2%, and operating margin rose to 20.6%, supported by higher volume and productivity.

Cash generation remained robust, with $865 million provided by operating activities. The company invested $258 million in capital expenditures, paid $209 million in dividends, and repurchased $406 million of shares, leaving $983 million authorized for future buybacks. For the second quarter of fiscal 2026, TE Connectivity expects net sales of about $4.7 billion and diluted EPS from continuing operations of roughly $2.26.