STOCK TITAN

[8-K] TE Connectivity plc Reports Material Event

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(Moderate)
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Form Type
8-K
Rhea-AI Filing Summary

TE Connectivity plc (TEL) reported its fourth quarter and full-year fiscal 2025 results

Effective for the first quarter of fiscal 2026, TEL updated its non-GAAP methodology to exclude amortization expense on intangible assets (and related tax effects) from Adjusted Operating Income, Adjusted Operating Margin, Adjusted Income Tax, Adjusted Effective Tax Rate, Adjusted Income from Continuing Operations, and Adjusted EPS. Management states this change aims to provide more comparable operating results over time and across peers. The company provided recast segment results and reconciliations for prior periods to aid comparability; these materials are unaudited and do not restate previously issued GAAP financials. The Adjusted EPS outlook for the first quarter of fiscal 2026 uses the updated definition.

TE Connectivity plc (TEL) ha riportato i risultati del quarto trimestre e dell'intero anno fiscale 2025 e ha annunciato una conference call e una webcast tenute il 29 ottobre 2025. L'azienda ha fornito il suo comunicato stampa e la presentazione come allegati a questo rapporto.

Effettivo per il primo trimestre dell'anno fiscale 2026, TEL ha aggiornato la sua metodologia non-GAAP per escludere l'ammortamento delle attività immateriali (e gli effetti fiscali correlati) da Indice operativo rettificato (Adjusted Operating Income), Margine operativo rettificato (Adjusted Operating Margin), Imposta sul reddito rettificata (Adjusted Income Tax), Aliquota fiscale effettiva rettificata (Adjusted Effective Tax Rate), Reddito rettificato da operazioni in corso (Adjusted Income from Continuing Operations) e Reddito per azione rettificato (Adjusted EPS). La direzione afferma che questa modifica mira a fornire risultati operativi più comparabili nel tempo e rispetto ai concorrenti. L'azienda ha fornito risultati di segmento ricalibrati e riconciliazioni per periodi precedenti per facilitare la comparabilità; questi materiali non sono auditati e non riesaminano precedenti GAAP finanziari. L'outlook dell'Adjusted EPS per il primo trimestre dell'anno fiscale 2026 utilizza la definizione aggiornata.

TE Connectivity plc (TEL) informó sus resultados del cuarto trimestre y del año fiscal 2025 y anunció una llamada de conferencia y webcast que se llevó a cabo el 29 de octubre de 2025. La empresa proporcionó su comunicado de prensa y la presentación como anexos a este informe.

Vigente para el primer trimestre del año fiscal 2026, TEL actualizó su metodología no-GAAP para excluir el gasto de amortización de activos intangibles (y los efectos fiscales relacionados) de Ingreso operativo ajustado, Margen operativo ajustado, Impuesto sobre la renta ajustado, Tasa impositiva efectiva ajustada, Ingreso de operaciones continuadas ajustado y Ganancia por acción ajustada (Adjusted EPS). La dirección afirma que este cambio tiene como objetivo proporcionar resultados operativos más comparables a lo largo del tiempo y entre pares. La empresa proporcionó resultados de segmentos recalibrados y reconciliaciones para periodos anteriores para ayudar a la comparabilidad; estos materiales no son auditados y no replantean los estados financieros GAAP emitidos previamente. La perspectiva de EPS ajustado para el primer trimestre del año fiscal 2026 utiliza la definición actualizada.

TE Connectivity plc (TEL)은 2025 회계연도 4분기 및 연간 실적을 보고했고 2025년 10월 29일 개최된 컨퍼런스 콜 및 웹캐스트를 발표했다. 회사는 보도자료와 프리젠테이션 자료를 이 보고서의 부록으로 제공했다.

회계연도 2026 회계연도 1분기부터 TEL은 비GAAP 방법론을 무형자산에 대한 상각비 (및 관련 세무 효과)를 조정된 영업이익, 조정된 영업이익률, 조정된 법인세, 조정된 실효 세율, 지속영업으로부터의 조정된 순이익, 조정된 주당순이익에 반영하지 않도록 업데이트했다. 경영진은 이 변화가 시간 지남에 따라 및 동종 업계 간에 더 비교 가능한 운영 실적을 제공하는 것을 목표로 한다고 밝혔다. 회사는 비교 용이를 돕기 위해 이전 기간의 재작성된 부문 실적 및 조정를 제공했으며, 이 자료는 감사받지 않았고 이전에 발표된 GAAP 재무제표를 재작성하지 않는다. 2026 회계연도 1분기의 조정 EPS 전망은 업데이트된 정의를 사용한다.

TE Connectivity plc (TEL) a communiqué ses résultats du quatrième trimestre et de l’exercice 2025 et a annoncé une conférence téléphonique et une webdiffusion qui se sont tenues le 29 octobre 2025. L’entreprise a fourni son communiqué de presse et sa présentation en pièces jointes à ce rapport.

Applicable au premier trimestre de l’exercice 2026, TEL a mis à jour sa méthodologie non-GAAP pour exclure les amortissements sur les actifs incorporels (et les effets fiscaux associés) de l’Adjusted Operating Income, de l’Adjusted Operating Margin, de l’Adjusted Income Tax, de l’Adjusted Effective Tax Rate, de l’Adjusted Income from Continuing Operations et de l’Adjusted EPS. La direction indique que ce changement vise à fournir des résultats opérationnels plus comparables dans le temps et par rapport aux pairs. L’entreprise a fourni des résultats de segments recast et des rapprochements pour les périodes antérieures afin d’aider à la comparabilité ; ces documents sont non audités et ne reprennent pas les états financiers GAAP émis auparavant. Les perspectives d’Adjusted EPS pour le premier trimestre de l’exercice 2026 utilisent la définition mise à jour.

TE Connectivity plc (TEL) meldete seine Ergebnisse für das vierte Quartal sowie das gesamte Geschäftsjahr 2025 und kündigte einen Conference Call und Webcast an, der am 29. Oktober 2025 stattfand. Das Unternehmen legte seine Pressemitteilung und Präsentation als Anhang zu diesem Bericht bei.

Gültig für das erste Quartal des Geschäftsjahres 2026 hat TEL seine non-GAAP-Methode aktualisiert, um die Amortisationsaufwendungen auf immaterielle Vermögenswerte (und damit verbundene steuerliche Auswirkungen) aus dem Adjusted Operating Income, der Adjusted Operating Margin, der Adjusted Income Tax, dem Adjusted Effective Tax Rate, dem Adjusted Income from Continuing Operations und dem Adjusted EPS auszuschließen. Die Geschäftsführung erklärt, dass diese Änderung darauf abzielt, im Zeitverlauf sowie im Vergleich zu Mitbewerbern eine bessere Vergleichbarkeit der operativen Ergebnisse zu ermöglichen. Das Unternehmen stellte umgerechnet Segmentergebnisse und Rekonstruktionen für Vorperioden bereit, um die Vergleichbarkeit zu erleichtern; diese Materialien sind unaudited und stellen keine Neudarstellung der zuvor veröffentlichten GAAP-Finanzzahlen dar. Die Prognose des Adjusted EPS für das erste Quartal des Geschäftsjahres 2026 verwendet die aktualisierte Definition.

أعلنت TE Connectivity plc (TEL) عن نتائجها للربع الرابع وسنة 2025 وأعلنت عن مكالمة مؤتمر وبث عبر الويب عقدت في 29 أكتوبر 2025. قدمت الشركة بيانها الصحفي وعرضها التقديمي كمرفقين لهذا التقرير.

اعتباراً من الربع الأول من السنة المالية 2026, قامت TEL بتحديث منهجيتها غير GAAP لـ استبعاد مصروف الإهلاك على الأصول غير الملموسة (والآثار الضريبية المرتبطة) من صافي الدخل التشغيلي المعدل، وهامش التشغيل المعدل، والضريبة على الدخل المعدلة، ومعدل الضريبة الفعلي المعدل، والدخل من العمليات المستمرة المعدل، وربحية السهم المعدلة (Adjusted EPS). وتُصر الإدارة على أن هذا التغيير يهدف إلى توفير نتائج تشغيلية أكثر قابلية للمقارنة مع مرور الوقت وبين نظرائها. قدمت الشركة نتائج أقسام معاد بناؤها ومطابقات للفترات السابقة لمساعدة المقارنة؛ هذه المواد غير مدققة ولا تعيد صياغة القوائم المالية المحاسبية المعتمدة GAAP التي صدرت سابقاً. تستخدم توقعات EPS المعدلة للربع الأول من السنة المالية 2026 التعريف المُحدَّث.

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Insights

Routine earnings release with a non-GAAP methodology change.

TEL furnished Q4 and FY2025 results and materials, while revising its non-GAAP framework starting in Q1 FY2026 to exclude intangible amortization. This affects Adjusted Operating metrics and Adjusted EPS calculations going forward.

The recast exhibit data are unaudited and do not alter prior GAAP results, indicating no change to historical financial statements. Methodology shifts can raise adjusted profitability measures versus prior definitions and improve peer comparability when acquisition activity varies.

Investors can reference the exhibits dated October 29, 2025 for the updated Adjusted EPS outlook under the new definition. Actual impact will depend on the magnitude of amortization in future periods.

TE Connectivity plc (TEL) ha riportato i risultati del quarto trimestre e dell'intero anno fiscale 2025 e ha annunciato una conference call e una webcast tenute il 29 ottobre 2025. L'azienda ha fornito il suo comunicato stampa e la presentazione come allegati a questo rapporto.

Effettivo per il primo trimestre dell'anno fiscale 2026, TEL ha aggiornato la sua metodologia non-GAAP per escludere l'ammortamento delle attività immateriali (e gli effetti fiscali correlati) da Indice operativo rettificato (Adjusted Operating Income), Margine operativo rettificato (Adjusted Operating Margin), Imposta sul reddito rettificata (Adjusted Income Tax), Aliquota fiscale effettiva rettificata (Adjusted Effective Tax Rate), Reddito rettificato da operazioni in corso (Adjusted Income from Continuing Operations) e Reddito per azione rettificato (Adjusted EPS). La direzione afferma che questa modifica mira a fornire risultati operativi più comparabili nel tempo e rispetto ai concorrenti. L'azienda ha fornito risultati di segmento ricalibrati e riconciliazioni per periodi precedenti per facilitare la comparabilità; questi materiali non sono auditati e non riesaminano precedenti GAAP finanziari. L'outlook dell'Adjusted EPS per il primo trimestre dell'anno fiscale 2026 utilizza la definizione aggiornata.

TE Connectivity plc (TEL) informó sus resultados del cuarto trimestre y del año fiscal 2025 y anunció una llamada de conferencia y webcast que se llevó a cabo el 29 de octubre de 2025. La empresa proporcionó su comunicado de prensa y la presentación como anexos a este informe.

Vigente para el primer trimestre del año fiscal 2026, TEL actualizó su metodología no-GAAP para excluir el gasto de amortización de activos intangibles (y los efectos fiscales relacionados) de Ingreso operativo ajustado, Margen operativo ajustado, Impuesto sobre la renta ajustado, Tasa impositiva efectiva ajustada, Ingreso de operaciones continuadas ajustado y Ganancia por acción ajustada (Adjusted EPS). La dirección afirma que este cambio tiene como objetivo proporcionar resultados operativos más comparables a lo largo del tiempo y entre pares. La empresa proporcionó resultados de segmentos recalibrados y reconciliaciones para periodos anteriores para ayudar a la comparabilidad; estos materiales no son auditados y no replantean los estados financieros GAAP emitidos previamente. La perspectiva de EPS ajustado para el primer trimestre del año fiscal 2026 utiliza la definición actualizada.

TE Connectivity plc (TEL)은 2025 회계연도 4분기 및 연간 실적을 보고했고 2025년 10월 29일 개최된 컨퍼런스 콜 및 웹캐스트를 발표했다. 회사는 보도자료와 프리젠테이션 자료를 이 보고서의 부록으로 제공했다.

회계연도 2026 회계연도 1분기부터 TEL은 비GAAP 방법론을 무형자산에 대한 상각비 (및 관련 세무 효과)를 조정된 영업이익, 조정된 영업이익률, 조정된 법인세, 조정된 실효 세율, 지속영업으로부터의 조정된 순이익, 조정된 주당순이익에 반영하지 않도록 업데이트했다. 경영진은 이 변화가 시간 지남에 따라 및 동종 업계 간에 더 비교 가능한 운영 실적을 제공하는 것을 목표로 한다고 밝혔다. 회사는 비교 용이를 돕기 위해 이전 기간의 재작성된 부문 실적 및 조정를 제공했으며, 이 자료는 감사받지 않았고 이전에 발표된 GAAP 재무제표를 재작성하지 않는다. 2026 회계연도 1분기의 조정 EPS 전망은 업데이트된 정의를 사용한다.

TE Connectivity plc (TEL) a communiqué ses résultats du quatrième trimestre et de l’exercice 2025 et a annoncé une conférence téléphonique et une webdiffusion qui se sont tenues le 29 octobre 2025. L’entreprise a fourni son communiqué de presse et sa présentation en pièces jointes à ce rapport.

Applicable au premier trimestre de l’exercice 2026, TEL a mis à jour sa méthodologie non-GAAP pour exclure les amortissements sur les actifs incorporels (et les effets fiscaux associés) de l’Adjusted Operating Income, de l’Adjusted Operating Margin, de l’Adjusted Income Tax, de l’Adjusted Effective Tax Rate, de l’Adjusted Income from Continuing Operations et de l’Adjusted EPS. La direction indique que ce changement vise à fournir des résultats opérationnels plus comparables dans le temps et par rapport aux pairs. L’entreprise a fourni des résultats de segments recast et des rapprochements pour les périodes antérieures afin d’aider à la comparabilité ; ces documents sont non audités et ne reprennent pas les états financiers GAAP émis auparavant. Les perspectives d’Adjusted EPS pour le premier trimestre de l’exercice 2026 utilisent la définition mise à jour.

TE Connectivity plc (TEL) meldete seine Ergebnisse für das vierte Quartal sowie das gesamte Geschäftsjahr 2025 und kündigte einen Conference Call und Webcast an, der am 29. Oktober 2025 stattfand. Das Unternehmen legte seine Pressemitteilung und Präsentation als Anhang zu diesem Bericht bei.

Gültig für das erste Quartal des Geschäftsjahres 2026 hat TEL seine non-GAAP-Methode aktualisiert, um die Amortisationsaufwendungen auf immaterielle Vermögenswerte (und damit verbundene steuerliche Auswirkungen) aus dem Adjusted Operating Income, der Adjusted Operating Margin, der Adjusted Income Tax, dem Adjusted Effective Tax Rate, dem Adjusted Income from Continuing Operations und dem Adjusted EPS auszuschließen. Die Geschäftsführung erklärt, dass diese Änderung darauf abzielt, im Zeitverlauf sowie im Vergleich zu Mitbewerbern eine bessere Vergleichbarkeit der operativen Ergebnisse zu ermöglichen. Das Unternehmen stellte umgerechnet Segmentergebnisse und Rekonstruktionen für Vorperioden bereit, um die Vergleichbarkeit zu erleichtern; diese Materialien sind unaudited und stellen keine Neudarstellung der zuvor veröffentlichten GAAP-Finanzzahlen dar. Die Prognose des Adjusted EPS für das erste Quartal des Geschäftsjahres 2026 verwendet die aktualisierte Definition.

أعلنت TE Connectivity plc (TEL) عن نتائجها للربع الرابع وسنة 2025 وأعلنت عن مكالمة مؤتمر وبث عبر الويب عقدت في 29 أكتوبر 2025. قدمت الشركة بيانها الصحفي وعرضها التقديمي كمرفقين لهذا التقرير.

اعتباراً من الربع الأول من السنة المالية 2026, قامت TEL بتحديث منهجيتها غير GAAP لـ استبعاد مصروف الإهلاك على الأصول غير الملموسة (والآثار الضريبية المرتبطة) من صافي الدخل التشغيلي المعدل، وهامش التشغيل المعدل، والضريبة على الدخل المعدلة، ومعدل الضريبة الفعلي المعدل، والدخل من العمليات المستمرة المعدل، وربحية السهم المعدلة (Adjusted EPS). وتُصر الإدارة على أن هذا التغيير يهدف إلى توفير نتائج تشغيلية أكثر قابلية للمقارنة مع مرور الوقت وبين نظرائها. قدمت الشركة نتائج أقسام معاد بناؤها ومطابقات للفترات السابقة لمساعدة المقارنة؛ هذه المواد غير مدققة ولا تعيد صياغة القوائم المالية المحاسبية المعتمدة GAAP التي صدرت سابقاً. تستخدم توقعات EPS المعدلة للربع الأول من السنة المالية 2026 التعريف المُحدَّث.

TE Connectivity plc (TEL) 报告了其2025财年第四季度和全年业绩,并宣布于2025年10月29日举行的电话会议和网络广播。公司将新闻稿和演示文稿作为本报告的附件提供。

自2026财年第一季度起,TEL 更新了其非GAAP方法,将 无形资产的摊销费用(及相关税务影响)从调整经营收入、调整经营利润率、调整后的所得税、调整后的实效税率、来自持续经营的调整后利润,以及调整后每股收益(Adjusted EPS)中排除。管理层表示,此变更旨在提供随着时间推移和同行之间更具可比性的经营业绩。公司提供了用于可比性之 重列的分部业绩和对账,但这些材料为未经审计,且不对先前披露的GAAP财务数据进行重述。2026财年第一季度的调整后每股收益前景采用更新后的定义。

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): October 29, 2025

Graphic

TE CONNECTIVITY PLC

(Exact name of registrant as specified in its charter)

Ireland

98-1779916

(Jurisdiction of Incorporation)

(IRS Employer Identification Number)

001-33260

(Commission File Number)

Parkmore Business Park West

Parkmore, Ballybrit

Galway, H91VN2T, Ireland

(Address of Principal Executive Offices, including Zip Code)

+353 91 378 040

(Registrant’s telephone number, including Area Code)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Trading symbol

Name of each exchange on which registered

Ordinary Shares, Par Value $0.01

TEL

New York Stock Exchange

2.50% Senior Notes due 2028*

TEL/28

New York Stock Exchange

0.00% Senior Notes due 2029*

TEL/29

New York Stock Exchange

3.25% Senior Notes due 2033*

TEL/33

New York Stock Exchange

*Issued by Tyco Electronics Group S.A., an indirect wholly-owned subsidiary of TE Connectivity plc

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company  

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.  

Item 2.02. Results of Operations and Financial Condition

Earnings Release and Conference Call

On October 29, 2025, TE Connectivity plc (the “Company,” which may be referred to as “we,” “us,” or “our”) issued a press release reporting the Company’s fourth quarter and full year results for fiscal 2025. A copy of the press release is furnished as Exhibit 99.1 to this report and incorporated by reference in this Item 2.02.

Recast Segment Results and Non-GAAP Reconciliations

The recast segment results and non-GAAP reconciliations disclosed in Item 7.01 of this Current Report on Form 8-K, including Exhibits 99.3 and 99.4 furnished with this report, are incorporated by reference in this Item 2.02.

Item 7.01. Regulation FD Disclosure

Earnings Release and Conference Call

The Company will hold a conference call and webcast on October 29, 2025 (see information in the press release attached hereto as Exhibit 99.1 under “Conference Call and Webcast”). A copy of the slide materials to be discussed at the conference call and webcast is being furnished pursuant to Regulation FD as Exhibit 99.2 and is incorporated herein by reference, and the slide materials also can be accessed at the “Investors” section of the Company’s website (www.te.com).

Recast Segment Results and Non-GAAP Reconciliations

Effective for the first quarter of fiscal 2026, the Company began excluding amortization expense on intangible assets and, if applicable, the related tax effects from its calculation of Adjusted Operating Income, Adjusted Operating Margin, Adjusted Income Tax (Expense) Benefit, Adjusted Effective Tax Rate, Adjusted Income from Continuing Operations, and Adjusted Earnings Per Share (“EPS”).

Management believes that the updated calculations of these non-GAAP financial measures are more meaningful to both management and investors in their analysis of the Company’s results of operations. The exclusion of amortization expense on intangible assets will facilitate more comparable operating results of the Company over time, in between periods when the Company is more or less acquisitive, and allows for improved comparison with both acquisitive and non-acquisitive peer companies. While amortization of acquisition-related intangible assets is excluded from the calculation of certain non-GAAP financial measures, the revenues from acquired companies is reflected in these measures, as applicable, and the associated intangible assets contribute to revenue generation.

The Company's Adjusted EPS outlook for the first quarter of fiscal 2026 presented in Exhibits 99.1 and 99.2 excludes amortization expense on intangible assets and the related tax effects.

The Company has recast prior period segment results and non-GAAP reconciliations to reflect this change in its calculation of certain non-GAAP financial measures. This recast financial information is being provided to aid in comparability and has no impact on previously reported consolidated financial statements prepared in accordance with accounting principles generally accepted in the United States (“GAAP”) for any period.

Financial Information

The unaudited financial information furnished with this report and incorporated by reference includes the segment results of the Company for the fiscal quarters ended September 26, 2025, June 27, 2025, March 28, 2025, December 27, 2024, September 27, 2024, June 28, 2024, March 29, 2024, and December 29, 2023 and for the fiscal years ended September 26, 2025 and September 27, 2024, along with the reconciliations of non-GAAP financial measures to GAAP financial measures of the Company for the same periods. The recast segment results and non-GAAP reconciliations contained in Exhibits 99.3 and 99.4 have not been audited and do not represent a restatement of previously issued GAAP financial statements.

Non-GAAP Financial Measures Effective for Fiscal 2026

We present non-GAAP performance and liquidity measures as we believe it is appropriate for investors to consider adjusted financial measures in addition to results in accordance with GAAP. These non-GAAP financial measures provide supplemental information and should not be considered replacements for results in accordance with GAAP. Management uses non-GAAP financial measures internally for planning and forecasting purposes and in its decision-making processes related to the operations of our company. We believe these measures provide meaningful information to us and investors because they enhance the understanding of our operating performance, ability to generate cash, and the trends of our business. Additionally, we believe that investors benefit from having access to the same financial measures that management uses in evaluating our operations. The primary limitation of these measures is that they exclude the financial impact of items that would otherwise either increase or decrease our reported results. This limitation is best addressed by using these non-GAAP financial measures in combination with the most directly comparable GAAP financial measures in order to better understand the amounts, character, and impact of any increase or decrease in reported amounts. These non-GAAP financial measures may not be comparable to similarly-titled measures reported by other companies.

The following provides additional information regarding certain of our non-GAAP financial measures effective for fiscal 2026:

Adjusted Operating Income and Adjusted Operating Margin—represent operating income and operating margin, respectively, (the most comparable GAAP financial measures) before special items including restructuring and other charges, acquisition-related charges, amortization expense on intangible assets, impairment of goodwill, and other income or charges, if any. We utilize these adjusted measures in combination with operating income and operating margin to assess segment level operating performance and to provide insight to management in evaluating segment operating plan execution and market conditions. Adjusted Operating Income is a significant component in our incentive compensation plans.
Adjusted Income Tax (Expense) Benefit and Adjusted Effective Tax Rate—represent income tax (expense) benefit and effective tax rate, respectively, (the most comparable GAAP financial measures) after adjusting for the tax effect of special items including restructuring and other charges, acquisition-related charges, amortization expense on intangible assets, impairment of goodwill, other income or charges, and certain significant tax items, if any.
Adjusted Income from Continuing Operations—represents income from continuing operations (the most comparable GAAP financial measure) before special items including restructuring and other charges, acquisition-related charges, amortization expense on intangible assets, impairment of goodwill, other income or charges, and certain significant tax items, if any, and, if applicable, the related tax effects.
Adjusted Earnings Per Share—represents diluted earnings per share from continuing operations (the most comparable GAAP financial measure) before special items including restructuring and other charges, acquisition-related charges, amortization expense on intangible assets, impairment of goodwill, other income or charges, and certain significant tax items, if any, and, if applicable, the related tax effects. This measure is a significant component in our incentive compensation plans.

* * *

The information in Items 2.02, 7.01, and 9.01, including Exhibits 99.1, 99.2, 99.3, and 99.4, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934 (the “Exchange Act”) or otherwise subject to the liabilities of that Section, nor shall it be deemed incorporated by reference into any filing under the Securities Act of 1933 or the Exchange Act.

Item 9.01.  Financial Statements and Exhibits 

(d)       Exhibits

 

Exhibit
No.

 

Description

 

 

 

99.1

 

Press release issued October 29, 2025

 

 

 

99.2

 

Presentation - TE Connectivity Q4 2025 Earnings Call (October 29, 2025)

99.3

Recast segment results of TE Connectivity plc for the fiscal quarters ended September 26, 2025, June 27, 2025, March 28, 2025, December 27, 2024, September 27, 2024, June 28, 2024, March 29, 2024, and December 29, 2023 and for the fiscal years ended September 26, 2025 and September 27, 2024 (Unaudited)

99.4

Recast reconciliation of Non-GAAP Financial Measures to GAAP Financial Measures of TE Connectivity plc for the fiscal quarters ended September 26, 2025, June 27, 2025, March 28, 2025, December 27, 2024, September 27, 2024, June 28, 2024, March 29, 2024, and December 29, 2023 and for the fiscal years ended September 26, 2025 and September 27, 2024 (Unaudited)

104

Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Date: October 29, 2025

TE CONNECTIVITY PLC

By:

/s/ Heath A. Mitts

Heath A. Mitts
Executive Vice President and Chief Financial Officer

FAQ

What did TE Connectivity (TEL) announce in this 8-K?

TEL furnished its Q4 and FY2025 financial results, conference call materials, and recast non-GAAP and segment information as exhibits.

What change did TEL make to its non-GAAP measures?

Effective Q1 FY2026, TEL will exclude amortization expense on intangible assets and related tax effects from several adjusted metrics, including Adjusted EPS.

Does the recast information change TEL’s prior GAAP results?

No. The recast segment results and non-GAAP reconciliations are unaudited and do not restate previously issued GAAP financial statements.

Which exhibits were furnished with TEL’s earnings materials?

Exhibit 99.1 (press release), 99.2 (earnings presentation), 99.3 (recast segment results), and 99.4 (recast non-GAAP to GAAP reconciliations).

When does the new Adjusted EPS definition apply for TEL?

Beginning in the first quarter of fiscal 2026, and the Q1 FY2026 Adjusted EPS outlook uses the updated definition.

Were the exhibits deemed filed for liability purposes?

No. Items 2.02, 7.01, 9.01 and Exhibits 99.1–99.4 are furnished, not filed, and are not subject to Section 18 liabilities.
Te Conne

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