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Corporate events
Filed after the FY2026 Q2 call day (Apr 22, 2026) through the next call day (Jul 22, 2026)From SEC 8-K filings
No 8-K events recorded for this window.
Quarter in detail
· FY2026 Q2
Macro Signals
↑AI & Tech↑CAPEX↓Inflation
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.
Key Themes7
positive📊 company
Record EPS And Orders With Broadening Growth
Q2 sales $4.7B, up 15% reported and 7% organically. Record adjusted EPS $2.73, up 24% YOY. Record orders $5.3B with book-to-bill 1.12. Growth in every business and all regions. Expects over $2B of growth for full year FY2026.
Revenue GrowthMargin
positive📊 company
AI Revenue Raised Another $150M With Optical Acquisition
FY2026 AI revenue raised another $150M, entirely in H2. DDN grew nearly 50% YOY. DDN AI approaching $2.4B for FY2026. $2B of DDN orders in H1. Acquired RampPhotonics for passive optical connectivity to position for copper-and-optical future. On track toward $3B AI target shifting left.
Cloud & AIRevenue Growth
positive📊 company
Industrial Margins Expand 260 Basis Points To Nearly 22%
Industrial Solutions adjusted operating margins expanded 260 basis points to nearly 22%. Driven by strong volume leverage across all businesses. Both segments achieving 30%+ incremental flow-through on organic growth. Industrial flow-through running above 30%.
MarginCost Pressure
positive📊 company
Energy Growth Across Three Application Areas
Energy grew 60% including Richards, 11% organically. Growth across grid hardening (~60% of business), data center power infrastructure (~20%), and clean energy applications. Grid hardening and data center full steam ahead. Clean energy seeing some policy-related pauses.
Commercial transportation grew 21% reported, 17% organically with significant growth above market. Recovery broadening to all regions including North America stabilization. Next-gen powertrain content uplift up to $2,000 per vehicle vs $400 today. Orders up very strong double digits.
DemandGeographic Expansion
positive🏢 sector
Factory Automation Growth In Every Region
ACL grew 8% organically with growth in each region. Factory automation showing high double-digit order growth across all regions. Multi-year cyclical downturn now behind. ISM constructive. These are naturally better profit pools benefiting margins as they recover.
DemandMacroeconomic
negative🌍 macro
Inflationary Pressures On Resins And Freight
Increased inflationary pressures on oil-based resins and freight charges vs 90 days ago. Driven by higher energy costs and geopolitical tensions. Metals inflation continuing. Passing through via pricing but creates timing noise in margins. Managing through proven playbook.
on energy, even ex Richard's organic growth is double digits, what are sort of the big segments you're involved in, and how durable do you think this growth can be longer term?
Maybe you could help us understand if hyperscalers, were they providing much better visibility as a result of the hyperscalers as well as your chip companies that you deal with, if they were just p...
FY2026 Q2 selectedReported GAAP figures from SEC filings
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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 Q2Selected
$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
As stated by management
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
my question is actually on the 30%, which is AI or cloud related. enterprise telecom, which potentially could be squeezed for or competing for dollars from -- for AI because of AI investments
just given the velocity with how fast things moved, I wonder if that weighed it all in the quarter. But more importantly, for the next quarter outlook, you mentioned how in the past, you always do ...
Just hoping you could provide some updated perspective from your point of view on the copper versus optical debate in especially interested is just where you're leaning in to any related investments
I'm hoping you could speak more on whether you think the momentum can be sustained and also what TE saw with business trends so far in April, especially in light of the geopolitical and supply chai...
is that going to be additive to the content opportunity that you outlined at the Investor Day? Or is it going to be part of that overall content that you presented at the Investor Day?
how big your optical business for AI applications is today and where you feel the need to further bolster via M&A, maybe on the transceiver side or DCI modules
Are you seeing conversations with customers that there's a lag effect that maybe we see an acceleration in growth? Or is 10% type of the number we should think about?
The content growth in the 4% to 6% range for the year, that indicates a meaningful acceleration from this past quarter. Maybe you can share some color on what you're seeing that's going to drive th...
it was a bit surprising to have 2 sequential quarters of flattish revenue performance. I wonder if you can explain why the revenue hasn't been growing for the last couple of quarters meaningfully
“We delivered record adjusted earnings per share of $2.73, which was above our guidance and increased 24% versus the prior year”
Revenue
“Our second quarter sales were over $4.7 billion, with performance above guidance driven across our businesses. Sales grew 15% on a reported basis and 7% organically year-over-year”
Guidance
“we are expecting third quarter sales to be $5 billion, which reflect an increase of 10% versus the prior year with year-over-year and sequential growth in both of our segments. We expect adjusted earnings per share to be up 17% year-over-year to around $2.83”
Key metric
“we had record orders of over $5 billion, which was growth of over $1 billion versus the prior year, with growth across both segments and in every business”
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.
PositiveRecord EPS And Orders With Broadening Growth
PositiveAI Revenue Raised Another $150M With Optical Acquisition
PositiveIndustrial Margins Expand 260 Basis Points To Nearly 22%
Analyst challenge ratePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. · all analyzed quarters
12%company-level, not the selected quarter
GAAP revenue YoY +14.5% → base 7. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
▸How this score was built
Base7Base 7GAAP revenue YoY +14.5% → base 7. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.+Transcript0Transcript 0GAAP revenue is clean, no distortion.
Share price · trailing year
daily closes, last 12 months — not scoped to the selected quarter · dots mark earnings calls, colored by that quarter’s score
TEL $215.921Y -2.1%YTD -5.1%● earnings calls (score)
249.00195.84998
Oct 25Oct 26
Sources.Tellvest earnings-call sentiment score for TE Connectivity (TEL), FY2026 Q2: 8/10. Scores: TE Connectivity’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: TEL daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
Mentions2
What TEL and other companies said about each other on FY2026 Q2 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
Companies TEL discussed
2 mentions
RampPhotonicsnot trackedFY2026 Q2Acquisition
“you did an optical acquisition in March of RampPhotonics, if you could speak to that as well.”
TE Connectivity made a March technology acquisition (RampPhotonics) to strengthen its passive optical connectivity roadmap for AI/data-center architectures.
Richardsnot trackedFY2026 Q2Acquisition
“In Energy, our sales grew 60%, including the Richards acquisition, where we're capitalizing on growth opportunities in the U.S. utility market.”
Top analysts & firms
All analyzed callsNot limited to the selected quarter · analysts and firms with 2 or more questions
What does “challenging” mean?
Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
Most active analysts
Analyst
Firm
Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
EPS+1EPS +1GAAP EPS YoY 6597.46% is meaningless, prior year Q2 FY2025 GAAP EPS was $0.04 due to $1.91/share non-cash tax charge from change in tax laws. Current quarter GAAP EPS $2.90 also inflated by $0.39 tax benefit from settlement of prior period matters. Adjusted EPS $2.73 vs recasted prior ~$2.20 = ~24% growth, spread +9.5 percentage points (outside +5 percentage points). Adjusted OI: ~$1.03B vs ~$855M recasted prior = ~20.4% growth, spread +5.9 percentage points (outside +5 percentage points, same direction). Both confirm genuine margin expansion.
+
Guidance0Guidance 0Q3 FY26 guidance provided ($5B revenue up 10%, $2.83 adj EPS up 17%). AI revenue raised $150M for FY2026. However, the AI raise is a component metric, and TE guides one quarter at a time with no formal full-year EPS/revenue range. Guidance maintained.
=
Final8
How this score was built
Base7Base 7GAAP revenue YoY +14.5% → base 7. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.+Transcript0Transcript 0GAAP revenue is clean, no distortion.+EPS+1EPS +1GAAP EPS YoY 6597.46% is meaningless, prior year Q2 FY2025 GAAP EPS was $0.04 due to $1.91/share non-cash tax charge from change in tax laws. Current quarter GAAP EPS $2.90 also inflated by $0.39 tax benefit from settlement of prior period matters. Adjusted EPS $2.73 vs recasted prior ~$2.20 = ~24% growth, spread +9.5 percentage points (outside +5 percentage points). Adjusted OI: ~$1.03B vs ~$855M recasted prior = ~20.4% growth, spread +5.9 percentage points (outside +5 percentage points, same direction). Both confirm genuine margin expansion.+Guidance0Guidance 0Q3 FY26 guidance provided ($5B revenue up 10%, $2.83 adj EPS up 17%). AI revenue raised $150M for FY2026. However, the AI raise is a component metric, and TE guides one quarter at a time with no formal full-year EPS/revenue range. Guidance maintained.=Final8
TE Connectivity's acquired Richards business is contributing to strong Energy segment growth tied to U.S. utility/grid-hardening demand.
Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
Coherent delivered record Q3 revenue of $1.8 billion, up 21% year-over-year and 7% sequentially, with non-GAAP earnings per diluted share of $1.41, up 55% from the year ago quarter
Flex finished fiscal 2026 with a standout fourth quarter: revenue of $7.5 billion, up 17%, a record adjusted operating margin of 6.7% (up 50 basis points), and adjusted EPS of $0.93, up 27%
Sandisk delivered explosive Q3 results with revenue surging 251% year-over-year to $5.95 billion, driven by data center AI demand that grew 233% sequentially, while non-GAAP EPS reached $23.41 compared to $6.20 in the prior quarter