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Inferra AI / Company / TEL

TE Connectivity

TEL · Information Technology

Last earnings Oct 28, 2026

Key results

EPSquarter

$2.53

GAAP diluted earnings per share (EPS) from continuing operations was $2.53, an increase of 45% year over year.

SEC original ↗TE Connectivity — Earnings release (8-K exhibit)EX-99Jan 21, 2026

GAAP operating marginquarter

20.6%

GAAP operating margin was 20.6%, an increase of 260 basis points year over year.

SEC original ↗TE Connectivity — Earnings release (8-K exhibit)EX-99Jan 21, 2026

Adjusted operating marginquarter

22.2%

Adjusted operating margin expanded 180 basis points year over year to 22.2%, driven by strong operational performance across both segments.

SEC original ↗TE Connectivity — Earnings release (8-K exhibit)EX-99Jan 21, 2026

Free cash flowquarter

$608 million

Cash flow from operating activities was $865 million and free cash flow was $608 million, with $615 million returned to shareholders.

SEC original ↗TE Connectivity — Earnings release (8-K exhibit)EX-99Jan 21, 2026

Revenuequarter

20.4%

Q1 Financial Performance 8 20.4% 22.2% Q1 2025 Q1 2026 SALES ADJUSTED OPERATING MARGIN ADJUSTED EPS FREE CASH FLOW Delivered Growth of 22% in Sales and 33% in Adjusted EPS Y/Y $ in Billions $ in Millions Continued strong cash generation supporting investments for growth $674 $608 Q1 2025 Q1 2026 Up 33% Y/Y $3.8 $4.7 Q1 2025 Q1 2026 180bps of margin expansion Organic Net Sales Growth, Adjusted Operating Margin, Adjusted Earnings Per Share, and Free Cash Flow are non-GAAP financial measures; see Appendix for descriptions and reconciliations.

SEC original ↗TE Connectivity — Presentation / slide deck (8-K exhibit)EX-99Jan 21, 2026

Adjusted operating incomequarter

20.3 %

) 15 Segment Summary 16 Transportation Solutions $ 2,467 $ 2,243 Industrial Solutions 2,202 1,593 Total $ 4,669 $ 3,836 O perating O perating Margin Margin Transportation Solutions $ 501 20.3 % $ 446 19.9 % Industrial Solutions 462 21.0 244 15.3 Total $ 963 20.6 % $ 690 18.0 % Adjusted Adjusted O perating O perating Margin (1) Margin (1) Transportation Solutions $ 523 21.2 % $ 495 22.1 % Industrial Solutions 513 23.3 289 18.1 Total $ 1,036 22.2 % $ 784 20.4 % (1) Adjusted operating income and adjusted operating margin are non-GAAP financial measures.

SEC original ↗TE Connectivity — Presentation / slide deck (8-K exhibit)EX-99Jan 21, 2026

Operating incomequarter

$ 501

Reconciliation of Non-GAAP Financial Measures to GAAP Financial Measures for the Quarter Ended December 26, 2025 18 Operating income: Transportation Solutions $ 501 $ — $ 4 $ 18 $ 523 Industrial Solutions 462 6 6 39 513 Total $ 963 $ 6 $ 10 $ 57 $ 1,036 Operating margin 20.6 % 22.2 % Income tax expense $ (210) $ (1) $ (3) $ (11) $ (225) Effective tax rate 21.9 % 21.8 % Income from continuing operations $ 751 $ 5 $ 7 $ 46 $ 809 Diluted earnings per share from continuing operations $ 2.53 $ 0.02 $ 0.02 $ 0.15 $ 2.72 Related and O ther Adjusted Acquisition- Restructuring Amortization Adjustments (2) See description of non-GAAP financial measures.

SEC original ↗TE Connectivity — Presentation / slide deck (8-K exhibit)EX-99Jan 21, 2026

AI analysis

Q1 FY2026 · reported Jan 21, 2026

Based on: Earnings release + Q1 FY2026 deck + parent 8-K — transcript not held

EPS · Q1 FY2026
$2.53
EX-99 · Jan 21, 2026
Free cash flow · Q1 FY2026
$608M
EX-99 · Jan 21, 2026
GAAP operating margin · Q1 FY2026
20.6%
EX-99 · Jan 21, 2026
Adjusted operating margin · Q1 FY2026
22.2%
EX-99 · Jan 21, 2026

Headline figures

MetricQ1 FY2026Prior qtrYear ago
EPS$2.53——
GAAP operating margin20.6%——
Adjusted operating margin22.2%——
Free cash flow$608 million——
Revenue20.4%——
Adjusted operating income20.3 %——
Operating income$ 501——

EX-99 · Jan 21, 2026

Guidance · company-stated

Direction: Raised

Revenue$4.7 billion

“Second Quarter FY26 Outlook For the second quarter of fiscal 2026, the company expects sales of approximately $4.7 billion, an increase of 13% on a reported basis and 6% organically year over year.”

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Margin

GAAP operating margin20.6%
Adjusted operating margin22.2%

Cash flow & capex

Free cash flow$608M

Capital allocation

Free Cash Flow is defined as net cash provided by operating activities excluding voluntary pension contributions and the cash impact of special items, if any, minus net capital expenditures.

Net capital expenditures consist of capital expenditures less proceeds from the sale of property, plant, and equipment.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

te.com TE Connectivity announces first quarter results for fiscal year 2026 Exceeds guidance with 22% sales growth and over 30% EPS growth year over year GALWAY, Ireland Jan

Based on: Earnings release + Q1 FY2026 deck + parent 8-K — transcript not held

Guidance & outlook

Direction: Raised

Revenue: “Second Quarter FY26 Outlook For the second quarter of fiscal 2026, the company expects sales of approximately $4.7 billion, an increase of 13% on a reported basis and 6% organically year over year.”

Revenue — Raised (“increase”)
“Second Quarter FY26 Outlook For the second quarter of fiscal 2026, the company expects sales of approximately $4.7 billion, an increase of 13% on a reported basis and 6% organically year over year.”

Classified from the release's primary full-year outlook statement.

Capital allocation

Free Cash Flow is defined as net cash provided by operating activities excluding voluntary pension contributions and the cash impact of special items, if any, minus net capital expenditures.

SEC original ↗TE Connectivity — Earnings release (8-K exhibit)EX-99Jan 21, 2026

Net capital expenditures consist of capital expenditures less proceeds from the sale of property, plant, and equipment.

SEC original ↗TE Connectivity — Earnings release (8-K exhibit)EX-99Jan 21, 2026

It should not be inferred that the entire Free Cash Flow amount is available for future discretionary expenditures, as our definition of Free Cash Flow does not consider certain non-discretionary expenditures, such as debt payments.

SEC original ↗TE Connectivity — Earnings release (8-K exhibit)EX-99Jan 21, 2026

In addition, we may have other discretionary expenditures, such as discretionary dividends, share repurchases, and business acquisitions, that are not considered in the calculation of Free Cash Flow.

SEC original ↗TE Connectivity — Earnings release (8-K exhibit)EX-99Jan 21, 2026

Strategy & priorities

Our teams delivered strongly against our strategy, resulting in first quarter earnings growth over 30% and sales growth of more than 20%, both of which were above our guidance and driven by growth in both segments, said CEO Terrence Curtin.

SEC original ↗TE Connectivity — Earnings release (8-K exhibit)EX-99Jan 21, 2026

Our positioning and team execution resulted in record quarterly orders of over $5 billion, setting up TE for another year of strong growth and margin expansion.

SEC original ↗TE Connectivity — Earnings release (8-K exhibit)EX-99Jan 21, 2026

Q1 Financial Performance 8 20.4% 22.2% Q1 2025 Q1 2026 SALES ADJUSTED OPERATING MARGIN ADJUSTED EPS FREE CASH FLOW Delivered Growth of 22% in Sales and 33% in Adjusted EPS Y/Y $ in Billions $ in Millions Continued strong cash generation supporting investments for growth $674 $608 Q1 2025 Q1 2026 Up 33% Y/Y $3.8 $4.7 Q1 2025 Q1 2026 180bps of margin expansion Organic Net Sales Growth, Adjusted Operating Margin, Adjusted Earnings Per Share, and Free Cash Flow are non-GAAP financial measures; see Appendix for descriptions and reconciliations.

SEC original ↗TE Connectivity — Presentation / slide deck (8-K exhibit)EX-99Jan 21, 2026

Risks & headwinds

These statements are based on management s current expectations and are subject to risks, uncertainty and changes in circumstances, which may cause actual results, performance, financial condition or achievements to differ materially from anticipated results, performance, financial condition or achievements.

SEC original ↗TE Connectivity — Earnings release (8-K exhibit)EX-99Jan 21, 2026

These statements are based on management's current expectations and are subject to risks, uncertainty and changes in circumstances, which may cause actual results, performance, financial condition or achievements to differ materially from anticipated results, performance, financial condition or achievements.

SEC original ↗TE Connectivity — Presentation / slide deck (8-K exhibit)EX-99Jan 21, 2026

Documents

Earnings deck slides

1 deck with slide view

TE Connectivity — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

TE Connectivity — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

TE Connectivity — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

TE Connectivity — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

TE Connectivity — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

TE Connectivity — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

TE Connectivity — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

TE Connectivity — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

TE Connectivity — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

TE Connectivity — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

TE Connectivity — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

TE Connectivity — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

TE Connectivity — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

TE Connectivity — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Microsoft (MSFT) Information TechnologyTeradyne (TER) Information TechnologyASML Holding (ASML) Information TechnologyMicron Technology (MU) Information TechnologySeagate Technology (STX) Information TechnologyUnited Microelectronics (UMC) Information TechnologyMonolithic Power Systems (MPWR) Information TechnologyCoherent Corp. (COHR) Information Technology

Filings

62 documents

Earnings releases

25 documents

Presentations

15 documents

Transcripts

0 documents

No transcripts for TE Connectivity are held in this edition of the library.

Mentioned by

9 companies

Other tracked companies whose held documents mention TE Connectivity by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.