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Sentiment · FY2026 Q3
As of FY2026 Q2, the Tellvest earnings-call sentiment score for TE Connectivity (TEL) is 8/10.
TE Connectivity delivered over $4.7 billion in sales growing 15% reported and 7% organically with record adjusted EPS of $2.73 and record orders exceeding $5 billion, growth of over $1 billion year-over-year. AI revenue was raised another $150 million for FY2026 following the announcement of an optical connectivity acquisition. Industrial margins expanded 260 basis points to nearly 22% while energy growth continued across three application areas and commercial transportation recovery broadened globally.
Scored from TE Connectivity’s FY2026 Q2 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $4.07B | +0.8% | $0.90 | -48.6% | 34.0% | 16.0% | 6.8% | $829M |
| FY2025 Q1 | $3.84B | +0.1% | $1.75 | -69.6% | 35.5% | 18.0% | 13.8% | $673M |
| FY2025 Q2 | $4.14B | +4.4% | $0.04 | -97.5% | 35.2% | 18.1% | 0.3% | $423M |
| FY2025 Q3 | $4.53B | +13.9% | $2.14 | +15.1% | 35.3% | 19.8% | 14.1% | $957M |
| FY2025 Q4 | $4.58B | +12.5% | $2.22 | +146.7% | 32.0% | 16.3% | 14.5% | $1.15B |
| FY2026 Q1 | $4.67B | +21.7% | $2.53 | +44.6% | 37.2% | 20.9% | 16.1% | $607M |
| FY2026 Q2 | $4.74B | +14.5% | $2.90 | +6597.5% | 36.8% | 20.1% | 18.0% | $677M |
| FY2026 Q3 | $5.16B | +13.8% | $2.55 | +19.2% | 35.6% | 19.0% | 14.5% | $1.11B |