TE Connectivity (NYSE:TEL) Issues Q3 2026 Earnings Guidance

TE Connectivity (NYSE:TEL) updated its third quarter 2026 earnings guidance on Wednesday. The company provided EPS guidance of 2.830-2.830 for the period, compared to the consensus EPS estimate of 2.790. The company issued revenue guidance of $5.0 billion-$5.0 billion, compared to the consensus revenue estimate of $4.9 billion.

Analyst Upgrades and Downgrades

A number of equities analysts recently weighed in on the stock. The Goldman Sachs Group set a $286.00 price objective on shares of TE Connectivity in a research report on Wednesday. Wall Street Zen upgraded shares of TE Connectivity from a “buy” rating to a “strong-buy” rating in a research report on Sunday, January 11th. UBS Group set a $272.00 price objective on shares of TE Connectivity in a research report on Tuesday, April 14th. HSBC lowered shares of TE Connectivity from a “buy” rating to a “hold” rating and set a $234.00 price objective on the stock. in a research report on Thursday. Finally, Wells Fargo & Company set a $226.00 price objective on shares of TE Connectivity in a research report on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $252.13.

TE Connectivity Price Performance

TE Connectivity stock opened at $221.45 on Thursday. TE Connectivity has a one year low of $135.54 and a one year high of $252.56. The company has a debt-to-equity ratio of 0.37, a quick ratio of 1.07 and a current ratio of 1.65. The business has a fifty day moving average of $218.61 and a two-hundred day moving average of $226.51. The company has a market cap of $64.98 billion, a P/E ratio of 31.95, a price-to-earnings-growth ratio of 1.76 and a beta of 1.26.

TE Connectivity (NYSE:TEL) last released its earnings results on Wednesday, April 22nd. The electronics maker reported $2.73 EPS for the quarter, beating analysts’ consensus estimates of $2.70 by $0.03. TE Connectivity had a return on equity of 22.72% and a net margin of 11.41%.The company had revenue of $4.74 billion during the quarter, compared to the consensus estimate of $4.72 billion. During the same quarter last year, the company earned $2.10 earnings per share. TE Connectivity’s quarterly revenue was up 14.4% compared to the same quarter last year. TE Connectivity has set its Q3 2026 guidance at 2.830-2.830 EPS. As a group, analysts predict that TE Connectivity will post 11.08 earnings per share for the current fiscal year.

TE Connectivity Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, June 12th. Stockholders of record on Friday, May 22nd will be paid a dividend of $0.78 per share. This is a boost from TE Connectivity’s previous quarterly dividend of $0.71. The ex-dividend date of this dividend is Friday, May 22nd. This represents a $3.12 annualized dividend and a dividend yield of 1.4%. TE Connectivity’s dividend payout ratio is presently 45.02%.

TE Connectivity declared that its board has initiated a stock repurchase program on Wednesday, March 11th that permits the company to buyback $3.00 billion in shares. This buyback authorization permits the electronics maker to reacquire up to 5% of its shares through open market purchases. Shares buyback programs are often a sign that the company’s leadership believes its stock is undervalued.

Insider Transactions at TE Connectivity

In other news, EVP John S. Jenkins sold 6,155 shares of TE Connectivity stock in a transaction on Monday, February 9th. The stock was sold at an average price of $222.81, for a total transaction of $1,371,395.55. Following the completion of the transaction, the executive vice president owned 21,810 shares of the company’s stock, valued at $4,859,486.10. The trade was a 22.01% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, insider Shadrak W. Kroeger sold 9,400 shares of TE Connectivity stock in a transaction on Friday, February 13th. The stock was sold at an average price of $233.82, for a total value of $2,197,908.00. Following the transaction, the insider directly owned 32,541 shares of the company’s stock, valued at $7,608,736.62. This trade represents a 22.41% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 42,345 shares of company stock valued at $9,627,260 in the last 90 days. 0.60% of the stock is currently owned by insiders.

Key Headlines Impacting TE Connectivity

Here are the key news stories impacting TE Connectivity this week:

• Positive Sentiment: Beat on the bottom line and strong sales: Q2 EPS of $2.73 topped estimates and net sales of $4.74B rose ~15% year‑over‑year, showing solid growth and margin improvement. TE Connectivity (TEL) Surpasses Q2 Earnings and Revenue Estimates
• Positive Sentiment: Record orders and healthy demand: orders hit a record $5.3B, supporting revenue momentum across Industrial and Transportation end markets. TEL Q2 Earnings Beat Estimates on Record Orders & Margin Gains
• Positive Sentiment: Guidance nudged above Street: TE raised Q3 EPS guidance to $2.83 and set revenue around $5.0B, indicating management expects continued double‑digit sales and EPS growth. TE Connectivity delivers results above guidance
• Neutral Sentiment: AI and end‑market tailwinds highlighted on the call, cited as contributors but not the sole driver of results. Investors will watch how durable that demand is. TE Connectivity Rides AI Wave to Record Quarter
• Neutral Sentiment: Earnings call transcript and slide deck are available for detail seekers — useful for parsing margin drivers and regional dynamics. TE Connectivity plc (TEL) Q2 2026 Earnings Call Transcript
• Negative Sentiment: Management flagged geopolitical risk (notably tensions around Iran) and said it may seek price increases to offset cost pressure — comments that raised demand‑risk and execution concerns. TE Connectivity Weighs Geopolitical Risks And Pricing Power After Earnings Beat
• Negative Sentiment: Some outlets characterized the print as “mixed” (minor upside on EPS but investor‑unfriendly commentary), which helped trigger a sell‑off despite the beat. TE Connectivity sinks after mixed Q2 results
• Negative Sentiment: Profit‑taking and valuation sensitivity after the stock recently hit an all‑time high amplified downside once management injected caution. Te Connectivity stock hits all-time high

Institutional Trading of TE Connectivity

Institutional investors and hedge funds have recently made changes to their positions in the stock. Security National Bank of SO Dak increased its position in TE Connectivity by 0.5% during the 2nd quarter. Security National Bank of SO Dak now owns 10,865 shares of the electronics maker’s stock worth $1,833,000 after purchasing an additional 50 shares in the last quarter. Summit Financial LLC boosted its stake in shares of TE Connectivity by 2.6% during the 4th quarter. Summit Financial LLC now owns 2,013 shares of the electronics maker’s stock worth $458,000 after purchasing an additional 51 shares during the last quarter. FAS Wealth Partners Inc. grew its holdings in shares of TE Connectivity by 5.5% during the fourth quarter. FAS Wealth Partners Inc. now owns 1,016 shares of the electronics maker’s stock worth $231,000 after buying an additional 53 shares in the last quarter. L2 Asset Management LLC grew its holdings in shares of TE Connectivity by 4.3% during the third quarter. L2 Asset Management LLC now owns 1,386 shares of the electronics maker’s stock worth $304,000 after buying an additional 57 shares in the last quarter. Finally, Rehmann Capital Advisory Group raised its position in shares of TE Connectivity by 4.9% in the third quarter. Rehmann Capital Advisory Group now owns 1,253 shares of the electronics maker’s stock valued at $275,000 after buying an additional 58 shares during the last quarter. 91.43% of the stock is currently owned by hedge funds and other institutional investors.

TE Connectivity Company Profile

TE Connectivity (NYSE: TEL) is a global industrial technology company that designs and manufactures connectivity and sensor solutions used to enable the flow of power and data in a wide range of applications. Its product portfolio includes electrical connectors, cable and wire harness assemblies, sensors, relays and switches, fiber-optic and coaxial interconnects, and other passive and active components that provide mechanical and electrical connections in complex systems.

The company’s products and engineered solutions serve diverse end markets such as automotive and transportation, industrial equipment, data communications and networks, aerospace and defense, medical devices, and energy.