TE Connectivity plc (TEL) Earnings Call Transcripts

TE Connectivity plc's Latest Earnings Call - Q3 FY2026

In the third quarter of fiscal year 2026, TE Connectivity (TEL:US) reported sales of $5.2 billion, reflecting a 14% increase year-over-year, and adjusted earnings per share (EPS) of $2.94, up 22% from the previous year. The company raised its full-year sales growth guidance to approximately 15%, translating to over $2.5 billion in incremental revenue, while also projecting adjusted EPS growth of 23%. Management highlighted strong order momentum, with record orders of $5.7 billion, indicating robust demand across all segments, particularly driven by AI infrastructure investments.

Reported metrics

Guidance from management

Management expects full-year sales to grow approximately 15% and adjusted EPS to increase by 23%. Fourth-quarter sales are projected to be around $5.25 billion, reflecting continued growth momentum.

What management said

Yes. So when you look at it, we had very strong organic growth in bookings as you saw on that slide, you'll look at that. If you -- and I'm just trying to get a paper in front of me on a sequential basis, about half of that growth was due to DDN similar to the year-over-year. So we continue to get very strong growth momentum. And as I said, I think the real number is that 70% plus year-to-date bookings growth that we...

Sure, Shreyas. Let me take the first piece. As I said earlier, when you think about optics today, we do have optical positions today that we have the element is we are not a major player in scale out. So when you think about scale out, which is almost all optical today, we have a limited position there. Where we typically are completely focused in the scale-up in the rack is where our focus has been and continues to ...

What analysts pressed on

Analysts expressed concerns regarding the potential impact of declining vehicle production on the Transportation Solutions segment and sought clarity on the growth trajectory of the Digital Data Networks (DDN) segment amidst strong order growth. There were questions about how the company plans to navigate competitive pressures in the evolving optical market.

Main topics on the call

• Record Order Momentum — TE Connectivity achieved record orders of $5.7 billion, growing 27% year-over-year and 7% sequentially. Management stated, "The strength of these trends is reflected in our record order performance with double-digit orde...
• Strong Revenue Growth — The company reported third-quarter sales of $5.2 billion, a 14% increase year-over-year, with organic growth of 12%. Management emphasized that this growth is supported by "broad-based outperformance" driven by secular t...
• Acquisition of Astrodyne TDI — TE Connectivity announced the acquisition of Astrodyne TDI for approximately $1.4 billion, expected to close by the end of the calendar year. This acquisition is projected to generate over $250 million in annual sales an...
• Guidance for Fourth Quarter — Management expects fourth-quarter sales of approximately $5.25 billion, an 11% increase year-over-year, and adjusted EPS of approximately $3.05. This guidance reflects continued confidence in the company's growth traject...

Read the full TE Connectivity plc transcript (Q3 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 68 TE Connectivity plc earnings call transcripts on record, spanning January 29, 2020 to July 22, 2026. Based on this history, TE Connectivity plc reports quarterly. The most recent call on file is dated July 22, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

TEL

Exchange

NYSE

Country

US

Sector

Information Technology

Industry

Electronic Equipment, Instruments and Components

Calls on record

68

First call

January 29, 2020

Most recent

July 22, 2026

Reporting cadence

quarterly