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 Q3: Revenue and Orders Hit Records as AI Demand Accelerates

Reports Before market open45 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 45 days away

Where TEL left off: FY2026 Q3

Full report

TE Connectivity Q3: Revenue and Orders Hit Records as AI Demand Accelerates

EPS surprise +3.2% Reported $2.94 vs $2.85
Revenue surprise +2.9% Reported $5.16B vs $5.01B
Stock move -4.2% Event window
Subsequent drift +3.4% Up to 20 sessions

Management maintained full-year guidance of approximately 15% sales growth and 23% EPS growth. Q4 sales are projected at $5.25 billion (+11% YoY). The guidance stance is unchanged from Q2, when management first signaled the H2 AI revenue acceleration. The Astrodyne TDI acquisition is expected to integrate into the Industrial segment, though its margin and cash-flow impact drew analyst questions. Capex outlook remains increasing, consistent with ongoing capacity expansion plans.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Inflationary cost pressures requiring ongoing price and cost actions
  • Expected $100 million in restructuring charges during FY2026
  • Potential delays or integration challenges with the Astrodyne TDI acquisition
  • Weakness in global automotive production, particularly in China
  • Technology transition risk between copper and optical connectivity

Questions analysts left open

  • Timeline and revenue potential for the FAU optical business, with meaningful revenue not expected until after 2028
  • Why Digital Data Networks revenue growth is in line with prior guidance despite strong order momentum
  • China domestic market outlook versus export demand
  • Sustainability of Energy segment growth and its exposure to grid-hardening projects
  • Impact of the Astrodyne TDI acquisition on margins and cash flow

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Recent TEL quarters

All TEL earnings
-4.2%FY2026 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

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.