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TETEL

TE Connectivity plc

$TEL·$63B·Semiconductors·Technology
$211.08-0.7%YTD-6.9%1Y-3.8%
Price updated 14h ago·X counts updated 4d ago
TETEL
$TELTE Connectivity plc
$211.08-0.71%806 posts1.9×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $TEL on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

806X posts · last 7 days
Sep 20Sep 27
Chatter Meter
1.9×
QuietNormal · 1×Loud

How loud $TEL's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's running louder than usual, louder than 98% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data22 posts analyzed · as of 2026-09-30

$TEL holders are bullish into a Telcoin Bank launch and Telcoin Network mainnet, framing the first US depository charter (Nebraska) and a live token upgrade as the setup they've waited a decade for. Community language runs anchored on becoming institutional rails 'for the people' as $QNT is 'for the institutions'; one trader complained tokens went missing after the upgrade, but the tape's read is a coiled spring pre-launch.

Read what X is saying about $TEL

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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $TEL — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersStalledAI verdict · as of 2026-10-01

The move has stalled — likely just drifts unless something new shows up.

TE Connectivity is a quietly-growing connector business trading at a reasonable multiple — the stock has stalled while the P&L keeps compounding.

TE Connectivity makes the connectors, sensors, and cable assemblies that go into every car, data center, and industrial machine — a boring picks-and-shovels business whose Transportation and Industrial segments are both quietly accelerating in 2026.

  • Growth has visibly reaccelerated: Q2 (fiscal) revenue was $4.74B (up 14.5% YoY) at a 37% gross margin and 20% operating margin — the pattern of ~15% growth with modest earnings beats (1.5-3% consistently) is exactly what you want from a mid-cap industrial where consensus is still catching up.
  • The valuation reflects an under-the-radar name: 20.4x TTM earnings and 3.2x sales for 22% ROE and ~5.8% FCF yield is defensible against the broader electrical-equipment group (ETN, HUB, ROP) that trade at steeper multiples — i.e. the quality isn't being priced like the sector.
  • The chart hasn't participated: shares sit at 33% of the 52-week range, down 7% YTD and -4% TTM, with insider activity limited to small awards (no cluster, no notable sells) — classic 'ignored real-business' setup where the P&L and the tape have decoupled.

For the stall to break higher, Nov 4 earnings need Transportation Solutions organic growth above 10% and Industrial Solutions above 15%, plus any backlog commentary tied to AI-datacenter connector demand (where competitors Amphenol have already gained attention). A clean beat + raise reclaims $240-$260; another quarter of boring-steady with no catalyst keeps this chopping in the $200-$225 band.

What to watch: Nov 4 fiscal Q4 earnings — specifically Transportation and Industrial segment organic growth, AI-datacenter-exposed order backlog, and FY27 EPS guide (consensus $12.99). A beat + raise reclaims the chart; a boring in-line print keeps it stalled.

On the calendar: 2026-11-04 — Q4 fiscal earnings

sentiment wrong asset

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What it does

Plain-English summary of the business — what they sell and how they make money.

Manufactures connectors, sensors, and cable assemblies for electric vehicles, aerospace, medical devices, and industrial equipment worldwide.

Industry overviewAI analysisGenerated by AI from underlying data

Where Semiconductors sits in its cycle right now — and what that implies for $TEL.

Semiconductors · Technology

No material change from last week — hyperscaler AI capex remains the structural driver with Blackwell supply still packaging-constrained. Jensen Huang publicly named memory bandwidth as AI's next bottleneck, reinforcing HBM3e pricing power. AVGO custom ASIC demand broadens AI beneficiaries beyond NVDA's GPU allocation.

What this means for $TEL

Neutral — Manufactures connectors, sensors, and cable assemblies for electric vehicles, aerospace, medical devices, and industrial equipment worldwide.; RF/wireless revenue is tied to smartphone volumes, not hyperscaler AI buildout.

Top industry ETF

$SMHVanEck Semiconductor ETF
+64.5%YTD
+86.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
20.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
13.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
19.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
5.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
22.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
35.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 22, 2026$2.94$2.85+3.2%
Q1 2026Apr 22, 2026$2.73$2.69+1.5%
Q4 2025Jan 21, 2026$2.72$2.55+6.7%
Q3 2025Oct 29, 2025$2.44$2.29+6.6%
Next earningsWed, Nov 4·consensus EPS $3.07

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$4.7B+14.5%36.8%20.1%$2.92$677.0M
Q1 FY26$4.7B+21.7%37.2%20.9%$2.55$607.0M
Q4 FY25$4.6B+12.5%32.0%16.3%$2.25$1.1B
Q3 FY25$4.5B+13.9%35.3%19.8%$2.16$957.0M

Forward consensus

5-year forecast · up to 12 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$19.8B$19.8B – $19.9B$11.45$11.39 – $11.6012
FY27$21.7B$21.6B – $21.9B$13.00$12.52 – $13.7611
FY28$23.2B$22.6B – $23.9B$14.40$13.74 – $15.1410
FY29$25.1B$24.7B – $25.7B$16.86$16.50 – $17.375
FY30$27.4B$26.9B – $28.0B$18.46$18.07 – $19.025

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.33%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+1.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-1.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 289.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.165-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 1Shadrak W KroegerPres., Industrial Solutions9.4K sh$2.0MSellMay 6Shadrak W KroegerPres., Industrial Solutions9.4K sh$2.0MSellApr 8Shadrak W KroegerPres., Industrial Solutions9.4K sh$2.1M
+ 9 other (4 awards · 4 exempts · 1 inkind) in window

See when $TEL insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDJul 228-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

TE Connectivity plc filed an 8-K on July 22, 2026, furnishing its fiscal Q3 2026 earnings press release as Exhibit 99.1 (Item 2.02) and disclosing a forthcoming investor conference call under Reg FD (Item 7.01). The fiscal third quarter covers the period through late June/July 2026 for the Ireland-domiciled connector and sensor manufacturer. The 8-K was filed by the parent, TE Connectivity plc, with debt securities (2.50% Notes due 2028, 0.00% Notes due 2029, 3.25% Notes due 2033) issued through subsidiary Tyco Electronics Group S.A. TE Connectivity's quarterly result is a closely-watched indicator for industrial, automotive, and data center end-market demand, given its exposure to connector content across these sectors.

8-KPress release / Reg FDApr 228-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 6 other (3 13Gs · 2 10-Qs · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

5 Stocks With High ROE to Consider Amid Market Volatilityzacks.com·7d agoWhat Makes TE Connectivity (TEL) a New Buy Stockzacks.com·8d agoTEL vs. WEGZY: Which Stock Should Value Investors Buy Now?zacks.com·14d agoTE Connectivity declares quarterly dividendprnewswire.com·15d agoBank of America Corp DE Lowers Holdings in TE Connectivity Ltd. $TELdefenseworld.net·16d ago

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