earnings
confidence high
sentiment positive
materiality 0.85
TE Connectivity Q3 FY26: record sales $5.16B, EPS beat; guides Q4 above consensus
TE Connectivity plc
- Record net sales $5.16B (+14% YoY); GAAP EPS $2.55 (+19%), adjusted EPS $2.94 (+22%).
- Record orders $5.7B (+27% YoY); Industrial segment sales grew >20%, Transportation +5% organic.
- Adjusted operating margin expanded 90 bps to 22%; free cash flow $883M in quarter.
- Q4 FY26 guidance: sales ~$5.25B (+11%), adjusted EPS ~$3.05 (+18%), GAAP EPS ~$2.84 (+27%).
- Entered agreement to acquire Astrodyne TDI to expand power portfolio in Industrial segment.