TE Connectivity plc
$197.44-2.0%YTD-12.6%1Y+18.3%
Mentions · last 7 days
406
Price updated 34m ago·X counts updated 23h ago
What it does
Plain-English summary of the business — what they sell and how they make money.
Industry overviewAI analysisGenerated by AI from underlying data
Where Semiconductors sits in its cycle right now — and what that implies for $TEL.
Semiconductors
Hyperscaler AI capex remains the structural engine — Goldman Sachs' $1T+ AI infrastructure spend forecast for 2027 validates no capex retreat, keeping NVDA Blackwell allocation tight through 2H26. HBM3e pricing holds as LLM context-window expansion drives 5-8x per-server memory requirements vs. prior cycles, with Micron's June 24 earnings the week's key data point.
Top industry ETF
$SMHVanEck Semiconductor ETF
+68.2%YTD
+124.9%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
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%
Q2 2025Jul 23, 2025$2.27$2.08+9.1%
Next earningsWed, Jul 22·consensus EPS $2.84
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
FYRevenueRangeEPSRangeAnalysts
FY26$19.6B$19.5B – $19.7B$11.23$11.12 – $11.3912
FY27$21.2B$21.1B – $21.3B$12.59$12.11 – $12.8912
FY28$22.5B$22.5B – $22.6B$13.94$13.66 – $14.279
FY29$23.8B$23.6B – $24.2B$16.10$15.86 – $16.424
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.40%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.-3.7%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.-9.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.
Insider activity
Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.
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 FDApr 228-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
8-KShareholder voteMar 118-K — Item 5.07: Shareholder vote
8-KAgreement terminatedFeb 178-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 2.03: Material debt obligation
8-KPress release / Reg FDJan 218-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 11 other (4 13Gs · 2 10-Qs · 2 proxys · 1 SD) in window
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
TE Connectivity to report third quarter financial results on July 22, 2026Jim Cramer: TE Connectivity Is ‘Terrific,' Buy This Industrial StockMag 7 Sell-Off Creates Opportunity as MU & AI Chips Run Hot5 High ROE Stocks to Buy as Markets Recover After Fed-Induced Sell-OffWhy TE Connectivity (TEL) is a Top Growth Stock for the Long-Term
In themes
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