The strong beat and raised guidance signal robust demand in key growth areas; monitor next quarter's execution on the $5 billion sales target and margin expansion.
Price Chart
Executive Summary
TE Connectivity reported strong second-quarter results with $4.74 billion in revenue (15% YoY growth) and GAAP EPS of $2.90, beating consensus. The company raised its full-year guidance, citing strong demand in AI, electric vehicles, and grid modernization, and announced a 10% dividend increase.
Key Financial Metrics
Key Facts
- Q2 revenue of $4.74 billion, up 15% YoY and 7% organically
- GAAP EPS of $2.90, up 45% YoY, beat consensus of $2.70
- Record orders of $5.3 billion, up 25% YoY
- Guidance for Q3: ~$5.0 billion in sales and ~$2.83 adjusted EPS
- Announced 10% increase in quarterly cash dividend
Financial Impact
Revenue beat consensus by $160 million, EPS beat by $0.20
Risk Factors
- Potential supply chain disruptions
- Foreign exchange headwinds
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 7 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001104659-26-046285 |
| Document: tel-20260422xex99d2.htm | 0001104659-26-046285 |
| Document: tel-20260422x8k.htm | 0001104659-26-046285 |
| Document: 0001104659-26-046285-index-headers.html | 0001104659-26-046285 |
| Document: 0001104659-26-046285-index.html | 0001104659-26-046285 |
| Document: 0001104659-26-046285.txt | 0001104659-26-046285 |
| 8-K Data (Synthetic) | 0001104659-26-046285 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 17, 2026 6w ago | Court Ruling | $217.38 $203.37 | ▼ −6.44% | ▼ −4.92% | $220.34 (+1.36%) |
Jul 22, 2026 10w ago | 8-K | $200.28 $203.57 | ▲ +1.64% | ▼ −1.25% | $220.34 (+10.02%) |
Apr 22, 2026 23w ago | 8-K | $220.98 $196.07 | ▼ −11.27% | ▼ −14.44% | $220.34 (−0.29%) |
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