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Sentiment · FY2026 Q3
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Amit Daryanani | Evercore ISI | 8 (0%) |
| Mark Delaney | Goldman Sachs | 8 (0%) |
| Joe Spak | UBS | 8 (13%) |
| Scott Davis | Melius Research | 8 (13%) |
| Will Stein | Truist Securities | 8 (50%) |
| Asiya Merchant | Citigroup | 7 (0%) |
| Wamsi Mohan | Bank of America | 7 (14%) |
| Luke Junk | Robert W. Baird | 7 (0%) |
| Steven Fox | Fox Advisors | 7 (14%) |
| Joe Giordano | TD Cowen | 7 (14%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Evercore ISI | 2 | 9 (0%) |
| Bank of America | 2 | 8 (13%) |
| Goldman Sachs | 1 | 8 (0%) |
| Melius Research | 1 |
| 8 (13%) |
| TD Cowen | 2 | 8 (13%) |
| Truist Securities | 1 | 8 (50%) |
| UBS | 1 | 8 (13%) |
| Wells Fargo | 2 | 8 (25%) |
| 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 |
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).
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.
Demand | Cloud & AI | Margin | Revenue Growth | Competitive Dynamics | Trade Tariffs | Innovation & R&D | Capex Investment | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 5 | 5 | 2 | 3 | 1 | 2 | |
| 2025Q1 | 6 | 4 | 5 | 1 | 1 | 1 | 3 | |
| 2025Q2 | 8 | 2 | 2 | 2 | 3 | 6 | 1 | |
| 2025Q3 | 4 | 4 | 5 | 5 | 1 | 2 | 2 | |
| 2025Q4 | 5 | 6 | 3 | 3 | 2 | 1 | 1 | |
| 2026Q1 | 7 | 5 | 4 | 6 | 1 | 1 | ||
| 2026Q2 | 5 | 9 | 2 | 3 | 1 | 2 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | |
|---|---|---|---|---|---|---|---|
| Demand | 5 | 6 | 8 | 4 | 5 | 7 | 5 |
| Cloud & AI | 5 | 4 | 2 | 4 | 6 | 5 | 9 |
| Margin | 5 | 5 | 2 | 5 | 3 | 4 | 2 |
| Revenue Growth | 2 | 1 | 2 | 5 | 3 | 6 | 3 |
| Competitive Dynamics | 3 | 1 | 3 | 1 | 2 | 1 | 1 |
| Trade Tariffs | 1 | 6 | 2 | ||||
| Innovation & R&D | 1 | 3 | 1 | 1 | 2 | ||
| Capex Investment | 2 | 2 | 1 | 1 | 1 |
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.
“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.
“In Energy, our sales grew 60%, including the Richards acquisition, where we're capitalizing on growth opportunities in the U.S. utility market.”
TE Connectivity's acquired Richards business is contributing to strong Energy segment growth tied to U.S. utility/grid-hardening demand.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
TEL TE Connectivity | 8 | +14.5% | |
| APH Amphenol | 9 | +58.4% | |
| COHR Coherent, Inc. | 9 | +20.6% | |
| FLEX Flex Ltd. | 9 | +16.9% | |
| FTV Fortive | 5 | -27.5% | |
| GLW Corning Inc. | 9 | +20.1% | |
| GRMN Garmin | 8 | +14.2% | |
| JBL Jabil | 9 | +23.1% | |
| KEYS Keysight Technologies | 9 | +23.3% | |
| SNDK Sandisk Corporation | 9 | +251.0% | |
| TDY Teledyne Technologies | 8 | +7.6% | |
| TRMB Trimble Inc. | 9 | +11.8% |