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)
- Last four reported quarters (through Jun 26, 2026): revenue $19.3B, net income $3.02B (15.6% margin), free cash flow $3.31B (SEC filings).
- Valuation: P/E 20.0x (avg 23.6x at the last 3 fiscal year-ends), EV/EBITDA 13.8x, net debt $4.39B.
- 7 of 80 tracked superinvestors hold TEL (13F, Q2 2026 (1 investor on Q3 2026, filed early)): 2 new, 3 added, 2 reduced, 0 unchanged.
- Insider open-market sales, last ~7 months: 3 Form 4 filings, $6.1M; 0 not under a Rule 10b5-1 plan ($0K); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Buy (mean 2.26 on a 1–5 scale) (19 analysts), mean target USD 251.79 (range 215–306).
- Total return with dividends: 1Y -10.0% vs S&P 500 +14.9%; 5Y +52.6% vs S&P 500 +80.3%.
- Next earnings: 2026-10-28, EPS estimate USD 3.07, revenue estimate $5.28B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (TEL)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| 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 margin | 32.7% | 32.2% | 31.5% | 34.4% | 35.2% | — |
| Operating margin | 16.3% | 16.9% | 14.4% | 17.6% | 18.6% | 19.7% |
| Net margin | 15.2% | 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.
| Investor | Firm | % of portfolio | Value | Change | Quarter |
|---|---|---|---|---|---|
| First Pacific Advisors | 3.93% | $313M | Reduced -6.0% | Q2 2026 | |
| Harry Burn | Sound Shore | 2.78% | $90.2M | New position | Q2 2026 |
| Dodge & Cox Funds | Dodge & Cox | 1.79% | $3.42B | Added +15.5% | Q2 2026 |
| David Katz | Matrix Asset Advisors | 1.56% | $19.0M | Added +18.4% | Q3 2026 |
| Richard Pzena | Pzena Investment Management | 0.33% | $112M | Reduced -8.0% | Q2 2026 |
| First Eagle Investment | First Eagle Investment Management | 0.04% | $22.1M | Added +3.8% | Q2 2026 |
| Lee Ainslie | Maverick Capital | 0.01% | $776K | New position | Q2 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 date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-06-01 | Kroeger Shadrak W | Pres., Industrial Solutions | 9,400 | $2.0M | 26.6% | Yes (adopted November 14, 2025) | Too little history (no open-market trades in 2023) |
| 2026-05-06 | Kroeger Shadrak W | Pres., Industrial Solutions | 9,400 | $2.0M | 26.6% | Yes (adopted November 14, 2025) | Too little history (no open-market trades in 2023) |
| 2026-04-08 | Kroeger Shadrak W | Pres., Industrial Solutions | 9,400 | $2.1M | 26.6% | 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:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-07 | UBS | Target raised | Buy | $241 → $253 |
| 2026-10-06 | Goldman Sachs | Target raised | Buy | $284 → $288 |
| 2026-09-23 | Bernstein | Initiated | Outperform | $243 |
| 2026-09-11 | Wells Fargo | Target raised | Equal-Weight | $209 → $220 |
| 2026-07-23 | Baird | Target lowered | Outperform | $240 → $225 |
| 2026-07-23 | Wells Fargo | Target lowered | Equal-Weight | $230 → $209 |
| 2026-07-13 | Citigroup | Target lowered | Buy | $250 → $230 |
| 2026-06-25 | Wells Fargo | Target raised | Equal-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)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Transportation Solutions | $2.58B | 50.0% | +6.7% |
| Industrial Solutions | $2.58B | 50.0% | +21.9% |
| Total revenue | $5.16B | 100% | — |
TEL revenue by region (quarter ended Jun 26, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Asia Pacific | $1.95B | 37.8% | +17.5% |
| EMEA | $1.65B | 32.0% | +6.9% |
| Americas | $1.56B | 30.2% | +17.2% |
| Total revenue | $5.16B | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
TEL suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Competitor | Amphenol (APH) | “The Transportation Solutions segment's major competitors include Yazaki, Aptiv, Sumitomo, Sensata, Honeywell, Molex, and Amphenol.” |
| Competitor | Honeywell (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)
- “For the fourth quarter of fiscal 2026, the company expects sales of approximately $5.25 billion, an increase of 11% year over year on both a reported and organic basis.”
- “Adjusted EPS is expected to be approximately $3.05, an increase of 18% year over year.”
- “GAAP EPS from continuing operations is expected to be approximately $2.84, an increase of 27% year over year. Information about TE Connectivity's use of non-GAAP financial measures is provided below.”
- “The acquired company is expected to contribute annual sales of more than $250 million and will be reported as part of the Industrial Solutions segment.”
Quoted word-for-word from the SEC 8-K results press release.
TEL analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $3.07 | $2.98 | +3.2% | $5.28B | 16 |
| Next quarter (ends Dec 2026) | $2.99 | $2.93 | +2.3% | $5.12B | 10 |
| Current fiscal year (ends Sep 2026) | $11.46 | $11.24 | +1.9% | $19.86B | 17 |
| Next fiscal year (ends Sep 2027) | $12.97 | $12.62 | +2.8% | $21.75B | 16 |
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.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 43.5% | ±9.9% |
| Dec 18, 2026 | 56 | 37.9% | ±11.6% |
| Jan 15, 2027 | 84 | 34.4% | ±13.3% |
| Feb 19, 2027 | 119 | 35.0% | ±16.0% |
| Apr 16, 2027 | 175 | 34.1% | ±18.8% |
| May 21, 2027 | 210 | 35.2% | ±21.2% |
| Aug 20, 2027 | 301 | 34.4% | ±24.7% |
| Nov 19, 2027 | 392 | 34.0% | ±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)
| Price | USD 208.42 |
|---|---|
| Change | ▼ 2.65% (down) |
| Previous Close | USD 214.09 |
| Open | USD 210 |
| Day Range | USD 205.45 – 211.47 |
| 52-Week Range | USD 190.27 – 252.56 |
| Volume | 2,346,718 shares |
| Market Cap | $60.34B |
| Exchange | NYQ |
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 Signal | NEUTRAL |
|---|---|
| RSI (14) | 43.1 (neutral) |
| vs SMA50 | Below (USD 210.11) |
| MACD | 0.33 (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 Rating | Buy |
|---|---|
| Analyst Count | 19 |
| Mean Target | USD 251.79 |
| High Target | USD 306 |
| Low Target | USD 215 |
| Buy / Hold / Sell | 13 / 6 / 0 |
Earnings (TEL)
| Next Earnings Date | 2026-10-28 |
|---|---|
| EPS Estimate | USD 3.07 |
| Revenue Estimate | $5.28B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 2.94 vs est 2.84 ▲ beat |
| 2026-03-31 | USD 2.73 vs est 2.7 ▲ beat |
| 2025-12-31 | USD 2.72 vs est 2.55 ▲ beat |
| 2025-09-30 | USD 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 / Equity | 0.43 |
| Current Ratio | 1.88 |
| 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.
| Growth | Solid — Revenue +9% YoY (annual) |
|---|---|
| Profitability | Solid — Gross margin 36%, operating 21% (last 12 months) |
| Balance Sheet | Solid — $1.24B cash and investments vs $5.63B debt (Jun 2026, SEC) |
| Cash Flow | Strong — FCF $3.31B (last 4 quarters to Jun 2026, SEC), 17% margin |
| Efficiency | Strong — ROE 23%, ROA 9.7% |
Ownership (TEL)
| Insider Ownership | +0.12% |
|---|---|
| Institutional Ownership | +99.33% |
| Shares Outstanding | 289.51M |
| Float | 289.00M |
| 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 Director | Terrence R. Curtin |
|---|---|
| CFO, Executive VP & Executive Director | Heath A. Mitts |
| President of Industrial Solutions Segment | Shadrak W. Kroeger |
| President of Transportation Solutions | Aaron Kyle Stucki |
| Senior Vice President of Operations | Jim 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
| Investor | Stake |
|---|---|
| Dodge & Cox Inc. | 5.86% |
| Wellington Management | 2.66% |
| Price (T.Rowe) Associates Inc | 2.65% |
| Ameriprise Financial, Inc. | 2.29% |
| Bank of America Corporation | 1.93% |
| Fidelity | 1.31% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 12.39% |
| BlackRock | 9.37% |
| State Street | 4.71% |
| Geode Capital | 2.28% |
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)
- Our approach to our customers is driven by our dedication to further develop our product families and ensure that we are globally positioned to best provide our customers with sales and engineering support.
- Our global coverage positions us near our customers' locations and allows us to assist them in consolidating their supply base and lowering their production costs.
Partnerships
- In connection with the change, TE Connectivity Ltd., our former parent entity, entered into a merger agreement with TE Connectivity plc, its then wholly-owned subsidiary and a public limited company incorporated under Irish law.
Legal & Regulatory Risks (Item 1A, quoted)
- Litigation, regulatory actions, and compliance issues have and could subject us to fines, penalties, judgments, remediation costs, and/or other requirements that could cause a material adverse effect on our results of operations, financial position, and cash flows.
- We could be adversely affected by violations of the U.S. Foreign Corrupt Practices Act, the United Kingdom's Bribery Act, and similar worldwide anti-bribery laws.
- We may not have been, or we may not always be, in compliance with all environmental and health and safety laws and regulations. If we violate these laws, we could be fined, criminally charged, or otherwise sanctioned by regulators, including temporary closures of facilities. In addition, environmental and health and safety laws are becoming more stringent, resulting in increased costs and compliance requirements.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| GLW | Corning Incorporated | USD 123.99 | ▼ 8.1% |
| CLS | Celestica, Inc. | USD 269.01 | ▼ 11.69% |
| FLEX | Flex Ltd. | USD 76.69 | ▼ 11.08% |
| JBL | Jabil Inc. | USD 267.41 | ▼ 4.83% |
| APH | Amphenol Corporation | USD 73.07 | ▼ 7.74% |
| FN | Fabrinet | USD 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.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt