TE Connectivity plc · TEL · Next earnings

TE Connectivity plc reports Wednesday, Nov 4, 2026

TEL reports before market open with consensus EPS at $3.07 and revenue at $5.27B. Last quarter: TE Connectivity: AI infrastructure and backlog support FY2027 growth

Reports Before market open0 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $3.07 Calendar consensus
Consensus revenue $5.27B Calendar consensus
Report date Nov 4, 2026 Wednesday, date estimated
Session Before market open 0 days away

Where TEL left off: FY2026 Q4

Full report

TE Connectivity: AI infrastructure and backlog support FY2027 growth

EPS surprise +2.3% Reported $3.14 vs $3.07
Revenue surprise +0.5% Reported $5.31B vs $5.29B
Stock move -1.8% Event window
Subsequent drift 0.0% Up to 20 sessions

Management maintained a growth-oriented outlook: Q1 FY2027 guidance targets 15% sales growth with modest EPS expansion and continued margin expansion.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Inflation in resins, metals and freight could pressure margins.
  • Currency and tariff-related adjustments may affect FY2027 results.
  • The timing of backlog conversion and copper-to-optical adoption remains uncertain.

Questions analysts left open

  • Whether margin expansion can persist amid inflation and pricing pressure.
  • How quickly the DDN backlog converts to revenue.
  • The pace of copper-to-optical adoption in AI racks and industrial seasonality.

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Recent TEL quarters

All TEL earnings
-1.8%FY2026 Q4-4.2%FY2026 Q3-9.1%FY2026 Q2-1.0%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q4

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.