TE Connectivity plc (TEL) Stock Price & Analysis

TE Connectivity plc (TEL) closed at USD 208.42 on Thursday, October 22, 2026, down 2.65% on the day. The US market is currently closed (pre-market); this is not a live price.

The prior close was USD 214.09; the Oct 22, 2026 session ranged USD 205.45–211.47 on volume of 2,346,718 shares. Market capitalization is $60.34B, with a 52-week range of USD 190.27–252.56 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:57 UTC.

Also available as compact Markdown for AI agents: nexqual.com/TEL.md

Key facts (TEL)

Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (TEL)

USDFY2021FY2022FY2023FY2024FY2025TTM
Revenue$14.9B$16.3B$16.0B$15.8B$17.3B$19.3B
Gross profit$4.89B$5.24B$5.05B$5.46B$6.08B—
Operating income$2.43B$2.76B$2.30B$2.80B$3.21B$3.81B
Net income$2.26B$2.43B$1.91B$3.19B$1.84B$3.02B
EPS (diluted)$6.79$7.47$6.03$10.33$6.16—
Free cash flow$1.99B$1.70B$2.40B$2.80B$3.20B$3.31B
Gross margin32.7%32.2%31.5%34.4%35.2%—
Operating margin16.3%16.9%14.4%17.6%18.6%19.7%
Net margin15.2%14.9%11.9%20.2%10.7%15.6%
Revenue growth+22.6%+9.1%-1.5%-1.2%+8.9%—
Cash + short-term investments$1.20B$1.09B$1.66B$1.32B$1.25B—
Total debt$4.09B$4.21B$4.21B$4.20B$5.69B—

Fiscal years end Sep. EPS is split-adjusted.

Valuation (price ÷ last four quarters, through Jun 26, 2026) (TEL)

P/E 20.0x · P/S 3.1x · EV/EBITDA 13.8x · EV/Sales 3.4x · P/FCF 18.2x · P/B 4.6x · FCF yield 5.49% · Earnings yield 5.00% · Dividend yield (paid, TTM) 1.41% · Buyback yield (TTM) 2.96% · Net debt $4.39B · EV $64.7B

P/E at fiscal year-ends: Sep 2025 35.6x, Sep 2024 14.6x, Sep 2023 20.5x.

Superinvestors (SEC 13F-HR, Q2 2026) (TEL)

7 of 80 tracked investors hold TEL (1 investor on Q3 2026, filed early). Each row is the investor's latest 13F; change is vs their prior-quarter share count.

InvestorFirm% of portfolioValueChangeQuarter
First Pacific Advisors3.93%$313MReduced -6.0%Q2 2026
Harry BurnSound Shore2.78%$90.2MNew positionQ2 2026
Dodge & Cox FundsDodge & Cox1.79%$3.42BAdded +15.5%Q2 2026
David KatzMatrix Asset Advisors1.56%$19.0MAdded +18.4%Q3 2026
Richard PzenaPzena Investment Management0.33%$112MReduced -8.0%Q2 2026
First Eagle InvestmentFirst Eagle Investment Management0.04%$22.1MAdded +3.8%Q2 2026
Lee AinslieMaverick Capital0.01%$776KNew positionQ2 2026

Insider sales (SEC Form 4, open-market, last ~7 months) (TEL)

3 of 3 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.

Trade dateInsiderRoleSharesValue% of holdings sold10b5-1 planInsider type
2026-06-01Kroeger Shadrak WPres., Industrial Solutions9,400$2.0M26.6%Yes (adopted November 14, 2025)Too little history (no open-market trades in 2023)
2026-05-06Kroeger Shadrak WPres., Industrial Solutions9,400$2.0M26.6%Yes (adopted November 14, 2025)Too little history (no open-market trades in 2023)
2026-04-08Kroeger Shadrak WPres., Industrial Solutions9,400$2.1M26.6%Yes (adopted November 14, 2025)Too little history (no open-market trades in 2023)

% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).

Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

Analysts (TEL)

Consensus Buy (mean 2.26 on a 1–5 scale), 19 analysts; mean target USD 251.79 (low 215, high 306).

Rating changes, last 120 days:

DateFirmActionRatingPrice target
2026-10-07UBSTarget raisedBuy$241 → $253
2026-10-06Goldman SachsTarget raisedBuy$284 → $288
2026-09-23BernsteinInitiatedOutperform$243
2026-09-11Wells FargoTarget raisedEqual-Weight$209 → $220
2026-07-23BairdTarget loweredOutperform$240 → $225
2026-07-23Wells FargoTarget loweredEqual-Weight$230 → $209
2026-07-13CitigroupTarget loweredBuy$250 → $230
2026-06-25Wells FargoTarget raisedEqual-Weight$226 → $230

Total return (dividends reinvested) (TEL)

1Y (from 2025-10-23)5Y (from 2021-10-18)
Total return-10.0%+52.6%
S&P 500 (SPY)+14.9%+80.3%
Per year-10.0%+8.8%
Volatility (annualized)35.7%28.4%
Max drawdown-21.1% (Nov 2025→Mar 2026)-34.1% (Nov 2021→Oct 2022)

TEL revenue by business segment (quarter ended Jun 26, 2026)

LineRevenueShare of totalYoY
Transportation Solutions$2.58B50.0%+6.7%
Industrial Solutions$2.58B50.0%+21.9%
Total revenue$5.16B100%—

TEL revenue by region (quarter ended Jun 26, 2026)

LineRevenueShare of totalYoY
Asia Pacific$1.95B37.8%+17.5%
EMEA$1.65B32.0%+6.9%
Americas$1.56B30.2%+17.2%
Total revenue$5.16B100%—

As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).

TEL suppliers, customers and competitors (named in its 10-K)

RelationshipCompanySentence in the filing
CompetitorAmphenol (APH)“The Transportation Solutions segment's major competitors include Yazaki, Aptiv, Sumitomo, Sensata, Honeywell, Molex, and Amphenol.”
CompetitorHoneywell (HON)“The Transportation Solutions segment's major competitors include Yazaki, Aptiv, Sumitomo, Sensata, Honeywell, Molex, and Amphenol.”

Quoted from the company's 10-K filed Nov 10, 2025.

TEL company outlook (results filed Jul 22, 2026)

Quoted word-for-word from the SEC 8-K results press release.

TEL analyst estimates and revisions

PeriodEPS estimate90 days agoChangeRevenue estimateAnalysts
Current quarter (ends Sep 2026)$3.07$2.98+3.2%$5.28B16
Next quarter (ends Dec 2026)$2.99$2.93+2.3%$5.12B10
Current fiscal year (ends Sep 2026)$11.46$11.24+1.9%$19.86B17
Next fiscal year (ends Sep 2027)$12.97$12.62+2.8%$21.75B16

TEL options: expected move

Options price a move of about ±9.9% (±$20.70) by Nov 20, 2026, which includes earnings on Oct 28, 2026. Over the last 8 reports the stock moved ±6.2% on average.

ExpirationDaysATM implied volatilityExpected move
Nov 20, 20262843.5%±9.9%
Dec 18, 20265637.9%±11.6%
Jan 15, 20278434.4%±13.3%
Feb 19, 202711935.0%±16.0%
Apr 16, 202717534.1%±18.8%
May 21, 202721035.2%±21.2%
Aug 20, 202730134.4%±24.7%
Nov 19, 202739234.0%±27.7%

30-day implied volatility 41.7% vs 27.7% realized over the last 30 trading days. Put/call ratio (volume) 12.23. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.

Key Statistics (as of October 23, 2026 at 09:57 UTC)

PriceUSD 208.42
Change▼ 2.65% (down)
Previous CloseUSD 214.09
OpenUSD 210
Day RangeUSD 205.45 – 211.47
52-Week RangeUSD 190.27 – 252.56
Volume2,346,718 shares
Market Cap$60.34B
ExchangeNYQ

Technical Analysis (TEL)

Nexqual's technical model rates TEL "NEUTRAL" based on 3 bullish and 4 bearish signals across 127 daily candles, as of October 23, 2026 at 09:57 UTC.

Overall SignalNEUTRAL
RSI (14)43.1 (neutral)
vs SMA50Below (USD 210.11)
MACD0.33 (positive)

Analyst Ratings (TEL)

Wall Street analysts rate TEL "Buy" based on 19 analysts, with a mean price target of USD 251.79 (range USD 215–306), per Nexqual as of October 23, 2026 at 09:57 UTC.

Consensus RatingBuy
Analyst Count19
Mean TargetUSD 251.79
High TargetUSD 306
Low TargetUSD 215
Buy / Hold / Sell13 / 6 / 0

Earnings (TEL)

Next Earnings Date2026-10-28
EPS EstimateUSD 3.07
Revenue Estimate$5.28B

Recent Earnings History

QuarterActual vs Estimate
2026-06-30USD 2.94 vs est 2.84 ▲ beat
2026-03-31USD 2.73 vs est 2.7 ▲ beat
2025-12-31USD 2.72 vs est 2.55 ▲ beat
2025-09-30USD 2.44 vs est 2.29 ▲ beat

Source: Nexqual, October 23, 2026 at 09:57 UTC.

Financials & Fundamentals (TEL)

Total Revenue$19.32B
Revenue Growth (latest quarter, YoY)+13.80%
Gross Margin+36.12%
Operating Margin+20.77%
Profit Margin+15.61%
ROE+23.29%
Debt / Equity0.43
Current Ratio1.88
Total Cash$1.24B
Total Debt$5.82B
Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K)$3.31B (17.2% of revenue)

Source: Nexqual, October 23, 2026 at 09:57 UTC.

Financial Health Score (TEL)

Nexqual rates TE Connectivity plc's overall financial health "Solid" across five dimensions, as of October 23, 2026 at 09:57 UTC.

GrowthSolid — Revenue +9% YoY (annual)
ProfitabilitySolid — Gross margin 36%, operating 21% (last 12 months)
Balance SheetSolid — $1.24B cash and investments vs $5.63B debt (Jun 2026, SEC)
Cash FlowStrong — FCF $3.31B (last 4 quarters to Jun 2026, SEC), 17% margin
EfficiencyStrong — ROE 23%, ROA 9.7%

Ownership (TEL)

Insider Ownership+0.12%
Institutional Ownership+99.33%
Shares Outstanding289.51M
Float289.00M
Short % of Float+2.91%

Source: Nexqual, October 23, 2026 at 09:57 UTC.

Leadership (TEL)

TE Connectivity plc is led by Terrence R. Curtin, CEO & Executive Director, per Nexqual as of October 23, 2026 at 09:57 UTC.

CEO & Executive DirectorTerrence R. Curtin
CFO, Executive VP & Executive DirectorHeath A. Mitts
President of Industrial Solutions SegmentShadrak W. Kroeger
President of Transportation SolutionsAaron Kyle Stucki
Senior Vice President of OperationsJim Tobojka

Major Backers & Investors (TEL)

Notable institutional backers of TE Connectivity plc include Dodge & Cox Inc., Wellington Management, Price (T.Rowe) Associates Inc, according to Nexqual as of October 23, 2026 at 09:57 UTC.

Active Investors

InvestorStake
Dodge & Cox Inc.5.86%
Wellington Management2.66%
Price (T.Rowe) Associates Inc2.65%
Ameriprise Financial, Inc.2.29%
Bank of America Corporation1.93%
Fidelity1.31%

Index Funds (Passive)

FundStake
Vanguard Group12.39%
BlackRock9.37%
State Street4.71%
Geode Capital2.28%

Source: Nexqual, October 23, 2026 at 09:57 UTC.

From TE Connectivity plc's Latest SEC 10-K Filing (filed 2025-11-10)

Key Strengths & Strategy (as disclosed to the SEC)

Partnerships

Legal & Regulatory Risks (Item 1A, quoted)

Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.

Peers & Related Stocks

SymbolNamePriceChange
GLWCorning IncorporatedUSD 123.99▼ 8.1%
CLSCelestica, Inc.USD 269.01▼ 11.69%
FLEXFlex Ltd.USD 76.69▼ 11.08%
JBLJabil Inc.USD 267.41▼ 4.83%
APHAmphenol CorporationUSD 73.07▼ 7.74%
FNFabrinetUSD 317.67▼ 10.78%

Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:57 UTC. This page is informational and not investment advice.

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