Added to YB: 2025-12-19
Pitch date: 2025-12-17
TEL [neutral]
TE Connectivity plc
-0.44%
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
$66.8B
Pitch Price
$226.96
Price Target
N/A
Dividend
1.25%
EV/EBITDA
16.34
P/E
36.84
EV/Sales
4.17
Sector
Electronic Equipment, Instruments and Components
Category
growth
JRo's Notes: TE Connectivity November 2025 Investor Day
TEL (update): At growth inflection point, mgmt commits to 6-8% revenue CAGR next 5yrs vs 4% since 2019. Plans to double AI/cloud biz from $1.4B to $3B+ by 2027 (30% AI interconnect share). EPS growth 10%+ annually via margin expansion, buybacks, M&A. 13% global market share in $130B TAM.