TEL
FY2026 Q3 · Calendar Q3 2026
TE Connectivity plc
TE Connectivity delivered a strong third quarter with revenue of $5.2 billion (+14% YoY) and record order intake of $5.7 billion (+27% YoY), beating consensus on both EPS ($2.94 vs. $2.85 estimated) and revenue ($5.16B vs. $5.01B estimated). Growth was led by Digital Data Networks, where orders rose over 70% year-to-date, and the Energy segment, which grew 33% organically. The company announced a $1.4 billion acquisition of Astrodyne TDI to broaden its power-filter portfolio and reiterated full-year guidance of approximately 15% sales growth and 23% EPS growth. Despite the beat, the stock declined approximately 4% on the report before partially recovering in subsequent sessions, a move consistent with a sell-the-news reaction after a strong run-up into the print.
EPS surprise+3.2%
Market move-4.2%
