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TETEL

TE Connectivity plc

$TEL·$61B·Semiconductors·Technology
$202.20+0.4%YTD-12.2%1Y-4.9%
Price updated 4m ago·X counts updated 5d ago
TETEL
$TELTE Connectivity plc
$202.20+0.39%286 posts1×
AI analysisFundamentalsVoices on X
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On X

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.

286X posts · last 7 days
Aug 30Sep 12
Chatter Meter
1×
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 about its usual level, louder than 65% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data8 posts analyzed · as of 2026-09-15

Telcoin community frames an approved state bank charter, a chart-loading breakout from years-long support, and bull-flag setups projecting +8,000% into the $0.09-0.10 region. Chatter is entirely crypto/token, not TE Connectivity the equity.

Read what X is saying about $TEL

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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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 numbersWinding up for a moveAI verdict · as of 2026-09-17

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Connectivity and sensor supplier grinding out mid-teens growth while the tape debates whether it's fully AI-exposed.

TE Connectivity is the global connector-and-sensor supplier — hardware that goes into cars, factory automation, medical devices, and increasingly data-center racks. Shares are down 12% YTD despite the fundamentals compounding through a soft cycle.

  • The topline is quietly accelerating: Q3 FY26 revenue grew 15% YoY to $4.7B at a 20% operating margin, with two of the last three quarterly EPS surprises above 3% — solid Industrial-Electrification and Communications-segment growth is the underlying story.
  • The multiple is priced for a compounder, not a hype name: 20x TTM P/E on a mid-teens grower with 20% operating margins looks reasonable versus the fully-priced AI-hardware names — the coil-vs-break question is whether the Communications segment (data-center connectors) accelerates further.

Nov 4 Q4 earnings is the check — continued Communications-segment growth plus a maintained Industrial Electrification trajectory carries the multiple, while any auto-tier-1 destocking wave or a China-industrial slowdown is what would seal a cooling. The dividend + buyback keep the tape well-supported at 19% of the 52-week range.

What to watch: Nov 4 Q4 earnings for Communications-segment growth (data-center connectors), Industrial Electrification revenue, and any auto-tier-1 destocking commentary. Continued Communications acceleration carries the multiple; auto destocking or China industrial weakness confirms the cooling.

On the calendar: 2026-11-04 — Q4 FY26 earnings

sentiment off topic

Read the AI verdict on $TEL

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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

Hyperscaler AI capex drives the cycle — Blackwell GPU allocation constrained, HBM3e pricing firm. AVGO custom ASIC wins confirm AI demand broadening beyond NVDA. An Anthropic/OpenAI-led push to slow AI growth introduces regulatory tail risk but has not yet slowed near-term capex commitments.

What this means for $TEL

Partial — High-speed connectors for AI data center racks and EV wiring harnesses benefit from both AI buildout and vehicle electrification; revenue diversification across transportation and industrial limits AI-specific magnitude.

Top industry ETF

$SMHVanEck Semiconductor ETF
+47.9%YTD
+77.6%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

4-year forecast · up to 12 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$19.8B$19.8B – $19.9B$11.45$11.39 – $11.6012
FY27$21.7B$21.5B – $21.9B$12.99$12.51 – $13.7511
FY28$23.2B$22.6B – $23.9B$14.38$13.47 – $15.4510
FY29$24.5B$24.1B – $25.1B$17.05$16.70 – $17.585

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.0.9×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.19%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.-2.0%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.-6.2%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
  • 30 / 60 / 180-day windows so you can spot building conviction
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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
+ 7 other (4 13Gs · 2 10-Qs · 1 SD) in window

Recent news

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

TE Connectivity declares quarterly dividendprnewswire.com·21h agoBank of America Corp DE Lowers Holdings in TE Connectivity Ltd. $TELdefenseworld.net·2d agoHere's Why TE Connectivity (TEL) is a Strong Growth Stockzacks.com·3d agoTE Connectivity plc (TEL) Presents at Jefferies Global Industrials Conference 2026 Transcriptseekingalpha.com·7d agoTE Connectivity plc (TEL) Presents at Citi's 2026 Global TMT Conference Transcriptseekingalpha.com·8d ago

In themes

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Voices on X · last 7 days

No standout posts about $TEL on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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