TE Connectivity plc (TEL)

NYSE: TEL · USD

$222

-3.83 (-1.7%)· Recorded snapshot

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StockMarketAgent Research · Analyzed 2026-10-01

Our latest published analysis: TEL rated Reduce

TE Connectivity plc's published Reduce conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.

Fair value

$171 / share

Potential value

$210 / share

Upside to FV

-18.9%

from $222

Moat

7.5/10

Narrow

Read full analysis →View archive · 24mo

9-phase methodology · same model in each published edition

Market cap	$61.2B
Revenue (ttm)	19.9B
Net income (ttm)	3.3B
EPS (ttm)	$11.1
Shares out	289.5M
P/E (trailing)	20.0x
P/E (forward)	16.6x
Dividend	$3.12 (1.41%)
Volume	3,056,811
Beta	1.14

Market data

Price

Recent price action with selectable time range.

Financial snapshot

Revenue (ttm): 19.9B
Net income (ttm): 3.3B
EPS (ttm): $11.1
P/E (trailing): 20.0x
P/E (forward): 16.6x
Market cap: $61.2B

Item	P1	P2	P3	P4	P5	Trend
Period	2022-09-30	2023-09-29	2024-09-27	2025-09-26	2026-09-30	Trend
Revenue	$16.28B	$16.03B	$15.85B	$17.26B	—	+2.0%
Gross profit	$5.24B	$5.06B	$5.46B	$6.08B	—	+5.0%
Operating income	$2.76B	$2.30B	$2.80B	$3.21B	—	+5.2%
Net income	$2.43B	$1.91B	$3.19B	$1.84B	—	-8.8%
EPS (diluted)	$7.47	$6.03	$10.33	$6.16	$8.39	+2.9%
EBITDA	$3.58B	$3.14B	$3.69B	$4.12B	—	+4.7%
R&D	$610.0M	$593.0M	$621.0M	$699.0M	—	+4.6%
SG&A	$1.58B	$1.67B	$1.73B	$1.87B	—	+5.6%

Ticker	Name	Market cap	P/E	P/S	ROIC	5Y rev CAGR	1Y total return	Rating
AAPL	Apple Inc.	5T	39.4x	10.8x	101.6%	+6.1%	+28.5%	매도
ABNB	Airbnb, Inc.	97.8B	37.5x	7.4x	16.8%	+24.4%	+28.5%	매도
ADBE	Adobe Inc.	97.1B	13.9x	3.7x	57.2%	+11.5%	-30.7%	적극 매수
ACN	Accenture plc	144.3B	18.0x	2.0x	27.9%	+8.0%	+0.4%	보유
ADI	Analog Devices, Inc.	207.6B	50.9x	14.8x	11.0%	+16.4%	+76.9%	매도
AI	C3.ai, Inc.	2B	—	8.4x	-35.6%	+3.6%	-33.6%	매도

Base and Bull scenarios

Base60%

Price target

$171.23

-18.9% from spot

The base scenario reflects the modal operating trajectory: steady execution across automotive and industrial platforms, moderate top-line growth supported by AI datacenter demand reaching management targets, and disciplined restructuring supporting modest operating margin expansion. Under these conditions, intrinsic Fair value is $171.23 with an estimated probability of 60.0%, reflecting an implied return of -18.9% from the analysis price of $211.08 (as of 2026-09-30).

Revenue expands at a mid-single-digit compound annual rate through the explicit forecast
Operating margins stabilize slightly above historical baselines
Free cash flow conversion tracks close to net income
Capital allocation balances share repurchases and strategic bolt-on acquisitions

Bull20%

Price target

$210.43

-0.3% from spot

In the bull scenario, accelerating AI cloud datacenter interconnect attach rates propel high-speed connectivity revenue while automotive electrification drives high-voltage dollar content per vehicle. Operating margins expand toward peak levels as fixed overhead absorbs increased production volumes. Valuation reaches $210.43 with an estimated probability of 20.0%, representing an implied return of -0.3% from $211.08 (as of 2026-09-30).

AI cloud connectivity sales exceed management targets by FY2027
Automotive content growth accelerates despite flat global vehicle production
Consolidated operating margins reach record highs on favorable product mix
Annual share count reduction continues via disciplined free cash flow deployment

Sensitivity: Ke × terminal growth

The highlighted cell is Fair value when every assumption sits at its base level ($171.23). Each row and column shows what Fair value becomes when one assumption moves.

Ke ↓ / g →	2.0%	2.3%	2.5%	2.8%	3.0%
8.8%	$184	$188	$192	$196	$200
9.3%	$175	$178	$181	$184	$188
9.8%	$166	$168	$171	$174	$177
10.3%	$158	$160	$163	$165	$168
10.8%	$151	$153	$155	$157	$159

Scorecard

Published factor rows and weighted composite

Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector percentile context

Refreshed 2026-10-28 19:55 UTC

Forward P/E16.6

P25 n/aP50 n/aP75 n/a

Trailing P/E20.7

P25 n/aP50 n/aP75 n/a

ROE24.6

P25 n/aP50 n/aP75 n/a

ROIC18.6

P25 n/aP50 n/aP75 n/a

Benchmarks · 1M

All TEL indicators

Market & fundamental data

Available fields

288

Groups with data

Currency

USD

Showing 288 of 288 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Amount currency	USD
CIK code	0001385157
Company name	TE Connectivity plc
Country	Ireland
Country code	US
CUSIP number	G87052109
Earnings date	2026-10-28
Earnings time	bmo
Employees	93,000
Employees change	6,000
Employees growth	6.9%
Enterprise value	$68.1B
Exchange	NYSE
Financial currency	USD
Financial report date	2026-09-25
First seen	2026-05-09
Fiscal year end	September
Founded	1941
In index	SP500
Industry	Electronic Components
IPO date	2007-07-02
Is primary listing	Yes
Is SPAC	No
ISIN number	IE000IVNQZ81
Last 10-K release date	2025-11-10
Last earnings date	2026-10-28
Last refreshed	2026-10-28
Last stock split type	Never
Market cap	$64.1B
Market cap category	Large-Cap
Next earnings date	2027-01-20
Options	Yes
Price	$221.52
Price currency	USD
Sector	Technology
SIC code	5065
Stock price date	2026-10-28
Symbol	TEL
Website	https://www.te.com

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

Metric	Value
Adjusted P/E ratio	19.21x
Average P/E ratio (10Y)	28.72x
Average P/E ratio (3Y)	22.34x
Average P/E ratio (5Y)	20.67x
Earnings yield	4.99%
EV/Earnings	21.02x
EV/EBIT	17x
EV/EBITDA	13.52x
EV/FCF	20.09x
EV/Sales	3.44x
FCF / EV yield	4.98%
FCF yield	5.28%
Forward EV/Sales	3.14x
Forward P/E	17.07x
Forward P/S	2.96x
Graham number	108.40521
Graham upside	-51.29%
Industry forward P/E	21.97x
Industry P/E	38.98x
Lynch fair value	$83.49
Lynch upside	-62.49%
P/(FCF - SBC) ratio	19.92x
P/(OCF - SBC) ratio	14.79x
P/B ratio	4.77x
P/E ratio	20.02x
P/FCF ratio	18.93x
P/OCF ratio	14.24x
P/S ratio	3.24x
PEG ratio	1.34x
Price / tangible book value	15.63x
Price/EBITDA ratio	12.74x
Sector forward P/E	18.55x
Sector P/E	32.64x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

Metric	Value
EBIT margin	20.23%
EBITDA margin	25.43%
Effective tax rate	17.59%
FCF margin	17.11%
Gross margin	36.24%
Operating margin	20.23%
Pretax margin	19.86%
Profit margin	16.36%
Profit per employee	$34,978
Profitable quarters	24
Profitable years	5
Revenue per employee	$213,817
ROA	9.72%
ROA (5Y)	8.67%
ROCE	18.88%
ROE	24.61%
ROE (5Y)	21%
ROIC	18.61%
ROIC (5Y)	16.63%
SBC / revenue	0.84%
Tax / revenue	3.5%

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

Metric	Value
EPS growth	79.7%
EPS growth (Q)	38.82%
EPS growth (QoQ)	21.22%
EPS growth 10Y	7.34%
EPS growth 3Y	22.43%
EPS growth 5Y	10.26%
EPS growth quarters	5
EPS growth years	0
FCF growth	6.24%
FCF growth (Q)	7.65%
FCF growth (QoQ)	40.52%
FCF growth 3Y	12.34%
FCF growth 5Y	11.37%
Gross profit growth	18.54%
Gross profit growth (Q)	13.67%
Gross profit growth 3Y	12.54%
Gross profit growth 5Y	8.08%
Net income growth	76.6%
Net income growth (Q)	35.75%
Net income growth (QoQ)	20.32%
Net income growth 3Y	19.42%
Net income growth 5Y	7.55%
Net income growth quarters	5
Net income growth years	0
OCF growth	9.33%
OCF growth (Q)	7.53%
OCF growth (QoQ)	28.95%
OCF growth 10Y	8.8%
OCF growth 3Y	13.05%
OCF growth 5Y	11.08%
Operating income growth	19.45%
Operating income growth (Q)	7.56%
Operating income growth 3Y	14.81%
Operating income growth 5Y	8.22%
Revenue growth	15.2%
Revenue growth (Q)	11.86%
Revenue growth (QoQ)	2.95%
Revenue growth 10Y	5.77%
Revenue growth 3Y	7.44%
Revenue growth 5Y	5.91%
Revenue growth quarters	8
Revenue growth years	1

Financial statements

Income-statement and cash-flow amounts, totals and per share.

Metric	Value
Capital expenditures	$-1.1B
Depreciation and amortization	$1B
EBIT	$4B
EBITDA	$5.1B
EPS	$11.06
FCF per share	$11.75
Financing cash flow	$-2.7B
Free cash flow	$3.4B
Free cash flow minus SBC	$3.2B
Gross profit	$7.2B
Income taxes	$695M
Investing cash flow	$-1.3B
Net borrowing	$-2M
Net cash flow	$442M
Net income	$3.3B
Operating cash flow minus SBC	$4.4B
Operating income	$4B
Revenue	$19.9B
Stock-based compensation	$168M

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

Metric	Value
Book value per share	$47.21
Debt / EBITDA	1.12
Debt / equity	0.41
Debt / FCF	1.66
Goodwill	$7.4B
Interest coverage	32.44
Long-term assets	$17.4B
Long-term liabilities	$7.6B
Net cash (debt)	$-3.9B
Net cash / market cap	-6.12%
Net debt / EBITDA	0.78
Net debt / equity	0.29
Net debt / FCF	1.16
Piotroski F-Score	7
Property, plant and equipment	$4.6B
Shareholders' equity	$13.7B
Tangible book value	$4.1B
Tangible book value per share	$14.34
Total assets	$26.7B
Total cash	$1.7B
Total debt	$5.6B
Total liabilities	$12.9B
WACC	9.82%

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Asset turnover	0.77
Current assets	$9.3B
Current liabilities	$5.4B
Current ratio	1.73
Inventory turnover	4.48
Net working capital	$2.7B
Quick ratio	1.03
Working capital	$3.9B
Working capital turnover	5.88

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

Metric	Value
Buyback yield / dilution	1.67%
Dividend growth	9.71%
Dividend growth (10Y)	7.79%
Dividend growth (3Y)	9.39%
Dividend growth (5Y)	9.03%
Dividend growth years	15
Dividend payment date	2026-12-11
Dividend payment years	20
Dividend payout frequency	Quarterly
Dividend per share	$3.12
Dividend yield	1.41%
Ex-dividend date	2026-11-20
FCF payout ratio	27.25%
Last dividend	$0.78
Payout ratio	30.55%
Shareholder yield	3.07%

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

Metric	Value
10Y price change	256.61%
10Y return CAGR	15.59%
10Y total return	325.78%
150-day SMA	$210.47
15Y price change	503.97%
15Y return CAGR	14.89%
15Y total return	701.97%
1D price change	-1.7%
1M price change	1.38%
1M total return	1.38%
1W price change	3.71%
1W total return	3.71%
1Y price change	-6.4%
1Y return CAGR	-5.07%
1Y total return	-5.07%
20-day SMA	$215.57
200-day SMA	$212.99
3M price change	6.75%
3M total return	7.17%
3Y price change	91.84%
3Y return CAGR	26.24%
3Y total return	101.23%
50-day SMA	$210.42
50-day SMA vs 200-day SMA	50under200
52-week high	$252.56
52-week high date	2026-04-21
52-week low	$190.27
52-week low date	2026-07-22
5Y price change	55.14%
5Y return CAGR	10.96%
5Y total return	68.22%
6M price change	5.76%
6M total return	6.59%
All-time high	$252.56
All-time high date	2026-04-21
All-time low	$7.40
All-time low date	2009-03-09
Average true range (ATR)	$7.33
Average volume	1.9M
Beta (1Y)	1.31
Beta (2Y)	1.37
Beta (5Y)	1.14
Change from 52-week high	-12.29%
Change from 52-week low	16.42%
Change from all-time high	-12.26%
Change from all-time low	2,894.53%
Change from open	-2.08%
Day's gap	0.38%
Dollar volume	$677.1M
High price	$226.21
Low price	$206.77
Monthly RSI	62.75
Open price	$226.21
Position in 52-week range	75.85%
Premarket change	-0.88%
Premarket close	$225.35
Premarket price	$223.36
Premarket volume	4.7K
Previous close	$225.35
Price vs 150-day SMA	5.29%
Price vs 20-day SMA	2.79%
Price vs 200-day SMA	4.04%
Price vs 50-day SMA	5.31%
Relative volume	1.59
RSI	58.84
Sharpe ratio	-0.08
Sharpe ratio (3Y)	0.8
Sharpe ratio (5Y)	0.35
Sortino ratio	0.05
Sortino ratio (3Y)	1.38
Sortino ratio (5Y)	0.69
Volume	3.1M
Weekly RSI	55.5
YTD price change	-2.6%
YTD total return	-1.54%

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

Metric	Value
Float	289M
Float percentage	99.82%
Shares change (QoQ)	-0.68%
Shares change (YoY)	-1.67%
Shares held by insiders	0.11%
Shares held by institutions	98.78%
Shares outstanding	289.5M
Short % of float	2.53%
Short % of shares	2.53%
Short ratio	3.7 days

Other indicators

Additional ticker metrics that do not fit the primary research groupings.

Metric	Value
Page views	188

Deeper analysis on TEL

14 sections in the full report · jump straight to what you need

Forecast

Base and Bull forecast paths with report-date return framing.

→

Valuation

Fair-value bridge, DCF, owner earnings, and peer multiples.

→

Sensitivity

Cost-of-equity and terminal-growth stress table.

→

Risks

Kill scenarios, soft-pass flags, and downside catalysts.

→

Earnings

Next earnings setup and beat / inline / miss thresholds.

→

Position sizing

Entry, exit, conviction, and quarterly monitoring rules.

→

Financials

Revenue, margins, cash flow, and balance-sheet context.

→

Peers

Relative valuation and profitability against the cohort.

→

Moat

Economic-profit evidence and competitive advantage risk.

→

Industry cycle

Sector phase, capital cycle, and secular tailwinds.

→

Quote this valuation with its source: Fair value, Potential value and the price at analysis.

Frequently asked questions

About this TEL report

What is the latest published TEL stock rating?

TE Connectivity plc is shown with Reduce in the latest published report, analyzed 2026-10-01. The hub links directly to the full analysis surface where the dated rating, fair-value bridge, risks, and scorecard are documented together.

Where can I read the full TEL analysis?

The full latest published report, analyzed 2026-10-01, lives at /stocks/TEL/analysis. The bare ticker page summarizes that read and links to each analysis tab; earlier editions remain under /analysis/archive.

What fair value is used for TEL?

The latest published report analyzed 2026-10-01 gives TEL a fair value of USD 171 and a potential value of USD 210. These are dated research outputs, not live market prices; review the valuation assumptions, sensitivity analysis, and material risks before making a decision.

How often is the TEL page updated?

The hub selects the latest published stock report regardless of age and displays its analysis date (2026-10-01). Separately sourced market data is labeled with its own recorded timestamp and is never inferred from the report.

ReduceTEL · Fair value $171-18.9%

Read full analysis →

TE Connectivity plc (TEL)

Our latest published analysis: TEL rated Reduce

Price

Financial snapshot

Fair-value bridge

Latest news · TEL

Valuation

Profitability

Balance sheet

Trading

Base and Bull scenarios

Sensitivity: Ke × terminal growth

Scorecard

Next earnings

Sector percentile context

All TEL indicators

Profile and market data

Valuation

Profitability

Growth

Financial statements

Financial strength

Liquidity

Dividends and buybacks

Performance and technicals

Ownership and float

Other indicators

Deeper analysis on TEL

Frequently asked questions

등급 이력

Category	Score	Reading
Valuation	3.0
Management	8.5
Balance Sheet	7.0
Profitability	6.5
Revenue Growth	6.0
Risk Assessment	6.5
Competitive Moat	7.5
Earnings Quality	8.0
Capital Efficiency	6.5