Added to YB: 2025-11-05
Pitch date: 2025-10-31
TEL [neutral]
TE Connectivity plc
-7.1%
current return
Author Info
No bio for this author
Company Info
TE Connectivity plc, together with its subsidiaries, manufactures and sells connectivity and sensor solutions in Europe, the Middle East, Africa, the Asia–Pacific, and the Americas.
Market Cap
$64.4B
Pitch Price
$247.75
Price Target
N/A
Dividend
1.30%
EV/EBITDA
15.81
P/E
35.54
EV/Sales
4.04
Sector
Electronic Equipment, Instruments and Components
Category
growth
JRo's Notes: TE Connectivity Q4:F2025 Earnings
TEL (earnings): Record F2025 with 9% sales growth, 19.7% adj op margins, $3.2B FCF (19% margin). AI revenue tripled to $900M, expects $1.5B in F2026 (+67%). 30% incremental margins. Strong acquisition focus with $2.6B deployed vs $340M prior year. Mission-critical interconnects w/ pricing power.