Analyst Consensus ?
ConsensusHold29 ratings
Bullish1448.3%
Neutral1551.7%
Bearish00.0%
TE Connectivity plc · TEL · FY2026 Q4 · Calendar Q4 2026
TE Connectivity: AI infrastructure drives FY2027 growth outlook
The supplied analysis supports a constructive but conditional view: resilient AI infrastructure, energy and electrification demand, together with a growing backlog, support continued growth; execution, costs and technology adoption remain key tests.
Reported Before market openNYSETechnology
$65.30B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $3.07
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $5.29B
Revenue surprise
—
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
-1.4%
Event window
SPY move
+0.2%
Same window
Abnormal move
-1.6%
Stock minus SPY
Volume
0.9×
Versus trailing sessions
Subsequent drift
0.0%
Up to 20 sessions
TELSPY benchmark
Ask FN2 about TEL FY2026 Q4
Transcript, numbers and history already loaded
What drove TEL's -1.4% move after FY2026 Q4 earnings?What changed in TEL's guidance and outlook in FY2026 Q4?Give me the bull and bear case for TEL after FY2026 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Management described record FY2026 sales and cash generation, cited roughly $8 billion of backlog, and pointed to double-digit organic growth support for FY2027. The company also emphasized further capacity and engineering investment, a pending Astrodyne TDI acquisition, and hybrid copper-optical solutions for AI racks.
Guidance delta
Guidance sentiment was maintained. The supplied analysis says Q1 FY2027 guidance targets 15% sales growth with modest EPS expansion and continued margin expansion.
Key takeaways
- AI data-center and edge infrastructure, Energy, electrification and robotics were identified as primary growth drivers.
- Backlog grew about 30% year over year to approximately $8 billion, supporting visibility into FY2027.
- The outlook depends on converting DDN orders, managing inflation and currency pressures, and navigating copper-to-optical adoption.
Management priorities
- Add capacity and engineering resources for Digital Data Networks.
- Complete the Astrodyne TDI acquisition and advance power-filtering capabilities.
- Commercialize RAM Photonics fiber-to-chip technology and develop hybrid copper-optical AI-rack solutions.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$220.81Current
$123Low
$210.81Average
$300High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 28, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| UBS | Buy | Buy | Maintain | Oct 7, 2026 |
| Goldman Sachs | Buy | Buy | Maintain | Oct 6, 2026 |
| Wells Fargo | Equal Weight | Equal Weight | Maintain | Sep 11, 2026 |
| Baird | Outperform | Outperform | Maintain | Jul 23, 2026 |
| Citigroup | Buy | Buy | Maintain | Jul 13, 2026 |
| Evercore ISI Group | In Line | Outperform | Downgrade | Jun 22, 2026 |
| Barclays | Overweight | Overweight | Maintain | Jun 15, 2026 |
| Truist Securities | Hold | Hold | Maintain | Apr 23, 2026 |
| HSBC | Hold | Buy | Downgrade | Apr 23, 2026 |
| Oppenheimer | Outperform | Outperform | Maintain | Feb 13, 2026 |
| TD Cowen | Buy | Buy | Maintain | Nov 17, 2025 |
| JP Morgan | Neutral | Neutral | Maintain | Oct 30, 2025 |
| B of A Securities | Buy | Buy | Maintain | Jul 10, 2025 |
| Stifel | Hold | Hold | Maintain | Jan 25, 2024 |
| Credit Suisse | Outperform | Outperform | Maintain | Jun 20, 2023 |
| Wolfe Research | Peer Perform | Outperform | Downgrade | Feb 9, 2023 |
| Jefferies | Buy | Buy | Maintain | Jan 26, 2023 |
| RBC Capital | Outperform | Outperform | Maintain | Nov 3, 2022 |
| Cowen & Co. | Market Perform | Market Perform | Maintain | Jun 30, 2022 |
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | Jun 10, 2022 |
| SunTrust Robinson Humphrey | Hold | Hold | Maintain | Jul 30, 2020 |
| CFRA | Buy | Buy | Maintain | Apr 29, 2020 |
| Citi | Neutral | Buy | Downgrade | Oct 9, 2019 |
| Cross Research | Hold | Buy | Downgrade | Jul 16, 2019 |
| Longbow Research | Neutral | Buy | Downgrade | Jun 17, 2019 |
| Berenberg | Hold | Hold | Maintain | Mar 2, 2016 |
| Deutsche Bank | Hold | Hold | Maintain | Apr 23, 2015 |
| Bank of America | Buy | Neutral | Upgrade | Apr 11, 2014 |
| Macquarie | Outperform | Neutral | Upgrade | May 16, 2012 |
Named analyst price targets
Upside is calculated against the persisted current price $220.81. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| UBS | Joseph Spak | $253 | $219.51 | +14.6% | Oct 7, 2026 |
| Industrial Alliance Securities | Analyst unavailable | $288 | $218.93 | +30.4% | Oct 6, 2026 |
| Bernstein | Analyst unavailable | $243 | $213.48 | +10.0% | Sep 23, 2026 |
| Wells Fargo | Analyst unavailable | $220 | $204.63 | -0.4% | Sep 11, 2026 |
| UBS | Joseph Spak | $241 | $198.43 | +9.1% | Jul 23, 2026 |
| Robert W. Baird | Luke Junk | $225 | $200.94 | +1.9% | Jul 23, 2026 |
| Evercore ISI | Analyst unavailable | $230 | $217.64 | +4.2% | Jun 22, 2026 |
| Barclays | Guy Hardwick | $300 | $210.38 | +35.9% | Jun 15, 2026 |
| UBS | Analyst unavailable | $261 | $218 | +18.2% | Apr 23, 2026 |
| Wells Fargo | Analyst unavailable | $226 | $221.01 | +2.4% | Apr 23, 2026 |
| HSBC | Analyst unavailable | $234 | $221.01 | +6.0% | Apr 23, 2026 |
| Goldman Sachs | Analyst unavailable | $286 | $221.01 | +29.5% | Apr 22, 2026 |
| Goldman Sachs | Mark Delaney | $270 | $234.33 | +22.3% | Apr 14, 2026 |
| UBS | Analyst unavailable | $272 | $234.33 | +23.2% | Apr 14, 2026 |
| Oppenheimer | Analyst unavailable | $285 | $231.68 | +29.1% | Feb 13, 2026 |
| Oppenheimer | Analyst unavailable | $270 | $225.49 | +22.3% | Jan 27, 2026 |
| Barclays | Guy Hardwick | $302 | $231.35 | +36.8% | Jan 23, 2026 |
| Truist Financial | Analyst unavailable | $244 | $231 | +10.5% | Jan 22, 2026 |
| Wells Fargo | Colin Langan | $249 | $231 | +12.8% | Jan 22, 2026 |
| Goldman Sachs | Mark Delaney | $306 | $231 | +38.6% | Jan 21, 2026 |
| Goldman Sachs | Analyst unavailable | $304 | $237.3 | +37.7% | Jan 15, 2026 |
| UBS | Analyst unavailable | $283 | $237.22 | +28.2% | Jan 14, 2026 |
| Truist Financial | Analyst unavailable | $240 | $225.97 | +8.7% | Dec 19, 2025 |
| Truist Financial | Analyst unavailable | $239 | $214.49 | +8.2% | Nov 21, 2025 |
| Barclays | Analyst unavailable | $297 | $214.49 | +34.5% | Nov 21, 2025 |
| Barclays | Analyst unavailable | $277 | $246.87 | +25.4% | Nov 4, 2025 |
| Truist Financial | William Stein | $255 | $244.56 | +15.5% | Oct 30, 2025 |
| UBS | Analyst unavailable | $280 | $246.76 | +26.8% | Oct 30, 2025 |
| Robert W. Baird | Analyst unavailable | $238 | $222.46 | +7.8% | Oct 10, 2025 |
| Barclays | Guy Hardwick | $249 | $222.07 | +12.8% | Oct 7, 2025 |
| UBS | Analyst unavailable | $260 | $223.54 | +17.7% | Oct 6, 2025 |
| Goldman Sachs | Mark Delaney | $263 | $217.04 | +19.1% | Sep 29, 2025 |
| Robert W. Baird | Luke Junk | $222 | $205.98 | +0.5% | Sep 3, 2025 |
| Robert W. Baird | Luke Junk | $232 | $205.29 | +5.1% | Sep 3, 2025 |
| Truist Financial | William Stein | $165 | $149.95 | -25.3% | Dec 16, 2024 |
| HSBC | Stephen Bersey | $137 | $151.79 | -38.0% | Oct 31, 2024 |
| Citigroup | Asiya Merchant | $160 | $154.53 | -27.5% | Jul 25, 2024 |
| HSBC | Stephen Bersey | $162 | $151.4 | -26.6% | Jul 24, 2024 |
| Evercore ISI | Amit Daryanani | $175 | $150 | -20.7% | May 24, 2024 |
| Robert W. Baird | David Leiker | $165 | $151.69 | -25.3% | May 21, 2024 |
| Robert W. Baird | Luke Junk | $158 | $140 | -28.4% | Apr 25, 2024 |
| Stifel Nicolaus | Matthew Sheerin | $150 | $140 | -32.1% | Apr 24, 2024 |
| Jefferies | Saree Boroditsky | $180 | $144.78 | -18.5% | Apr 9, 2024 |
| Credit Suisse | Analyst unavailable | $123 | $123.88 | -44.3% | Dec 13, 2022 |
| Morgan Stanley | Analyst unavailable | $140 | $127.79 | -36.6% | Jun 10, 2022 |
| RBC Capital | Analyst unavailable | $158 | $124.56 | -28.4% | Apr 28, 2022 |
| Morgan Stanley | Analyst unavailable | $151 | $123.3 | -31.6% | Apr 25, 2022 |
| Evercore ISI | Amit Daryanani | $183 | $143.48 | -17.1% | Feb 20, 2022 |
| Citigroup | Jim Suva | $155 | $140.42 | -29.8% | Jan 30, 2022 |
| Stifel Nicolaus | Matthew Sheerin | $170 | $160.8 | -23.0% | Dec 31, 2021 |
| Wolfe Research | Rod Lache | $190 | $160.04 | -14.0% | Nov 9, 2021 |
| UBS | Christopher Snyder | $175 | $144.26 | -20.7% | Oct 28, 2021 |
| Cowen & Co. | Joseph C Giordano | $160 | $149.2 | -27.5% | Aug 23, 2021 |
| Oppenheimer | Christopher Glynn | $155 | $146.04 | -29.8% | Jul 30, 2021 |
| Benchmark Co. | David Williams | $145 | $132.91 | -34.3% | Apr 23, 2021 |
Track every rating change on TEL the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationTE Connectivity plc, together with its subsidiaries, manufactures and sells connectivity and sensor solutions in Europe, the Middle East, Africa, the AsiaPacific, and the Americas. The company operates through two reportable segments, Transportation Solutions and Industrial Solutions. It provides antennas, application tooling, cable assemblies, connectors, electromagnetic compatibility/electromagnetic interference solutions, energy and power, fiber optics, heat shrink tubing, identification and labeling, medical components, passive components, relays and contactors, sensors, switches, terminals and splices, wires and cables, and wire protection and management solutions.…
Historical context
All TEL earningsTechnology peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| ADP Automatic Data Processing, Inc. | FY2027 Q1 · Calendar Q4 2026 | — | -2.5% | ADP raises outlook as AI rollout and bookings support FY27 growth |
| UMC United Microelectronics Corporation | FY2026 Q3 · Calendar Q4 2026 | — | -4.0% | UMC Q3 2026: record shipments, 34% gross margin, $3.2B capex added for AI packaging |
| SKHY SK hynix Inc. | FY2026 Q3 · Calendar Q4 2026 | — | +1.9% | SK hynix leans into AI memory demand and 2027 capacity |
| NXPI NXP Semiconductors N.V. | FY2026 Q3 · Calendar Q4 2026 | +1.9% | +3.1% | NXP posts strong Q3 as SDV, industrial AI and data center gains build |
| MANH Manhattan Associates, Inc. | FY2026 Q3 · Calendar Q4 2026 | +6.2% | -1.0% | Manhattan Associates Q3: Cloud Growth and RPO Lift Outlook |
| FFIV F5, Inc. | FY2026 Q4 · Calendar Q4 2026 | +3.8% | -0.5% | F5: AI security momentum supports FY27 growth plan, with spending rising |
Latest beats and misses
Who reports nextBeat on EPS
- HLTFY2026 Q3 · October 27, 2026+3.4% EPS-2.1% move
- SPGIFY2026 Q3 · October 27, 2026+3.4% EPS-0.4% move
- PYPLFY2026 Q3 · October 27, 2026+10.7% EPS+2.0% move
- CMSAFY2026 Q3 · October 27, 2026+6.7% EPS0.0% move
- ITWFY2026 Q3 · October 27, 2026+2.4% EPS-0.1% move
- IQVFY2026 Q3 · October 27, 2026+2.5% EPS-0.7% move
Missed on EPS
- WMFY2026 Q3 · October 27, 2026-1.4% EPS-3.2% move
- ARCCFY2026 Q3 · October 27, 2026-3.4% EPS-0.5% move
- WSOFY2026 Q3 · October 27, 2026-8.0% EPS-1.4% move
- IVZFY2026 Q3 · October 27, 2026-2.7% EPS-0.4% move
- SHWFY2026 Q3 · October 27, 2026-1.6% EPS-2.7% move
- BAFY2026 Q3 · October 27, 2026-33.4% EPS-10.7% move
Get the TEL recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-10-28T16:04:46.320913+00:00
- FN2 earnings calendar · 2026-10-28T01:23:13.546025+00:00
- Polygon adjusted daily market bars · 2026-10-28T16:30:42.173589+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-28T16:30:42.170949+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-28. For educational purposes only; not investment advice.