earnings
confidence high
sentiment positive
materiality 0.90
TE Connectivity posts record Q3 sales $4.5B, adjusted EPS $2.27, up 19% YoY; Q4 guide above expectations
TE Connectivity plc
2025-Q3 EPS reported
$3.93
revenue$12,513,000,000
- Net sales record $4.5B, up 14% reported and 9% organic YoY; GAAP EPS $2.14 (+15%), adjusted EPS $2.27 (+19%).
- Orders $4.5B; operating margin 18.9%, adjusted operating margin record 19.9%.
- Industrial segment sales grew 30% YoY, driven by AI connectivity and energy; Transportation grew despite lower vehicle production.
- Completed $2.3B Richards acquisition in Industrial; returned $1.5B to shareholders YTD.
- Q4 FY25 guidance: net sales ~$4.55B (+12%), adjusted EPS ~$2.27 (+16% YoY).