TE Connectivity plc (TEL) Earnings Call Transcripts

TE Connectivity plc's Latest Earnings Call - September 10, 2026

In the fiscal year 2026, TE Connectivity plc (TEL:US) reported a revenue increase of $2.5 billion, driven primarily by its AI and industrial segments. The company raised its AI sales guidance, indicating strong momentum with orders up 70% in the AI space. However, the year-on-year growth rate for AI has moderated to 33%, prompting management to signal a cautious outlook for the upcoming quarters, particularly regarding program timing nuances. Overall, TE Connectivity's diverse growth drivers, including energy infrastructure and aerospace, position it well for future expansion despite some headwinds in specific segments.

Reported metrics

Guidance from management

Management maintained a cautious outlook for the automotive segment, expecting flat production levels. They also indicated strong growth potential in AI and energy segments, with a focus on mid-teens growth in energy infrastructure.

What management said

Yes. So the question -- I was at another conference yesterday that was a technology conference, this question I got every minute. But the element that you have is it's really going to come down to where our customers see scalability of where this can be that really doesn't change their road maps. And right now, we're in a lot of engineering qualifications. I don't think you get into meaningful revenue into '28, '29, ...

Yes. Clearly, this is a big purchase. So interest rates do impact this, and that's probably the one caveat why I said it. To really be honest, where interest rates go could make this a little bit more of a muted cycle. I think we have to see how that plays out. I think it's a little bit different than a cycle than where we see factory automation, like we talked about from that efficiency where you have really efficie...

What analysts pressed on

Analysts expressed concerns regarding the moderation in AI growth rates and the flat outlook for automotive production. There were also questions about the potential impact of rising interest rates on the commercial vehicle market.

Main topics on the call

• AI Sales Guidance Increase — TE Connectivity raised its AI sales guidance multiple times this year, with orders up about 70%. CEO Terrence Curtin stated, "Our expectations are higher than we just thought when we started the year, and the momentum co...
• Industrial Segment Growth — The industrial segment contributed significantly to growth, with TE Connectivity projected to grow about $2.5 billion this year. Curtin noted, "The breadth of growth that we have is really where we bring our connections,...
• Optics vs. Copper Discussion — Management indicated that copper will continue to be a dominant technology, stating, "Copper is going to be continuing to be the workhorse that you see in the rack." This reflects ongoing customer preferences and market ...
• Energy Segment Outlook — TE Connectivity's energy segment is expected to grow at mid-teens rates, driven by increased demand for medium voltage solutions. Curtin mentioned, "We feel where we're playing actually gets us into that double-digit rat...

Read the full TE Connectivity plc transcript (September 10, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 105 TE Connectivity plc earnings call transcripts on record, spanning January 29, 2020 to September 10, 2026. Based on this history, TE Connectivity plc reports quarterly. The most recent call on file is dated September 10, 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

105

First call

January 29, 2020

Most recent

September 10, 2026

Reporting cadence

quarterly