TE Connectivity plc

NYSE:TEL Rapport sur les actions

Capitalisation boursière : US$60.2b

TE Connectivity Résultats passés

Passé contrôle des critères 6/6

TE Connectivity a connu une croissance annuelle moyenne de ses bénéfices de 2.9%, tandis que le secteur Electronic a vu ses bénéfices augmenter de en hausse à 4.2% par an. Les revenus ont augmenté de en hausse à un taux moyen de 3.8% par an. Le rendement des capitaux propres de TE Connectivity est 21.7% et ses marges nettes sont de 15.6%.

Informations clés

2.87%

Taux de croissance des bénéfices

5.13%

Taux de croissance du BPA

Electronic Croissance de l'industrie15.34%
Taux de croissance des recettes3.79%
Rendement des fonds propres21.73%
Marge nette15.55%
Dernière mise à jour des bénéfices27 Mar 2026

Mises à jour récentes des performances passées

Recent updates

Mise à jour de l'analyse May 01

TEL: Higher Margin Outlook And Cash Returns Will Likely Cap Future Upside

Analysts now set a higher price target for TE Connectivity at $220, up from about $200, citing updated assumptions that include slightly different revenue growth expectations, a higher profit margin outlook, and a revised future P/E multiple. What's in the News TE Connectivity issued earnings guidance for the quarter ending June 26, 2026, targeting approximately US$5b in sales and GAAP diluted EPS from continuing operations of about US$2.44, with management indicating both figures are expected to rise year over year by 10% and 14% respectively (corporate guidance).
Seeking Alpha Apr 21

TE Connectivity: Technological Uncertainty Limits The Near-Term AI Upside

Summary TE Connectivity is rated Hold at 22x FY2026 P/E, reflecting balanced AI growth prospects and automotive headwinds. AI-driven DDN revenue is projected to double from $1.4B in 2025 to over $3B by 2027, but technical uncertainty from CPO adoption looms. Transportation Solutions faces near-term stagnation, offset by rising content per vehicle and structural trends in electrification and ADAS. Strong FCF conversion and a solid balance sheet support TEL, but limited AI revenue contribution and sector risks temper upside. Read the full article on Seeking Alpha
Mise à jour de l'analyse Apr 17

TEL: Future Buybacks And Rich P/E Will Likely Cap Share Returns

Analysts have trimmed their price target on TE Connectivity to about $200 from roughly $202. This reflects small adjustments to fair value, discount rate, revenue growth, profit margin, and future P/E assumptions.
Mise à jour de l'analyse Apr 03

TEL: Future Buybacks And Margins Will Likely Keep Shares Fairly Priced

Analysts have trimmed their price target on TE Connectivity to $202.29 from $211.17, citing updated assumptions for slightly higher revenue growth and profit margins, along with a lower future P/E multiple. What's in the News Credo Technology Group Holding Ltd.
Mise à jour de l'analyse Mar 20

TEL: Higher Dividend And Buybacks Will Support Future Shareholder Upside

Analysts now set a price target of $339.56 for TE Connectivity, compared with the prior $316.00, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E levels. What's in the News Board declares a regular quarterly cash dividend of $0.78 per ordinary share, payable on June 12, 2026, to shareholders of record on May 22, 2026.
Mise à jour de l'analyse Mar 05

TEL: Future Buybacks And Margins Will Likely Keep Shares Fairly Priced

Analysts have adjusted their price target for TE Connectivity to $211.17, reflecting fine tuning to revenue growth, profit margin and future P/E assumptions that are now slightly higher or lower than before but remain broadly consistent with prior expectations. What's in the News Between September 27, 2025 and December 26, 2025, TE Connectivity repurchased 1,755,790 shares, about 0.6% of its shares, for $405.69m under its ongoing buyback program (Key Developments).
Mise à jour de l'analyse Feb 19

TEL: Future Profit Margin Assumptions Will Likely Prove Too Optimistic

Analysts have raised their price target for TE Connectivity to $211 from about $176. The revision reflects updated views that incorporate adjusted assumptions for the discount rate, revenue growth, profit margin, and future P/E expectations.
Mise à jour de l'analyse Feb 05

TEL: Share Repurchases And 2026 Sales Outlook Will Drive Future Upside

Analysts have trimmed their price target for TE Connectivity slightly to US$272.00 from about US$274.06, reflecting updated assumptions for revenue growth, profit margins and future P/E multiples. What's in the News Issued earnings guidance for the second quarter of fiscal 2026, with expected sales of approximately US$4.7b, described as 13% higher on a reported basis and 6% higher organically year over year (corporate guidance).
Mise à jour de l'analyse Jan 21

TEL: Share Repurchases And 2026 EPS Guidance Will Support Future Upside

Analysts have nudged their price target on TE Connectivity higher to about US$274 from roughly US$272, citing updated assumptions that reflect slightly different views on the discount rate, revenue growth, profit margin, and future P/E. What's in the News TE Connectivity issued earnings guidance for the first quarter of fiscal 2026, with expected sales of about US$4.5b and GAAP EPS from continuing operations of roughly US$2.33.
Article d'analyse Jan 10

We Think TE Connectivity (NYSE:TEL) Can Manage Its Debt With Ease

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Mise à jour de l'analyse Jan 07

TEL: Share Repurchases And EPS Outlook Will Support Future Upside

Analysts have raised their price target on TE Connectivity to US$271.53 from US$270.47, citing slightly higher assumed revenue growth of about 8.58% and a profit margin of about 17.17%, partly offset by a modestly lower future P/E expectation of about 26.31x. What's in the News Mouser Electronics is stocking a wide range of TE Connectivity products, with more than 750,000 parts available to order and over 75,000 in stock and ready to ship, covering interconnect and sensor solutions across multiple end markets.
Mise à jour de l'analyse Dec 19

TEL: Expanding Margins And Buybacks Will Drive Strong Shareholder Upside

Analysts have raised their price target on TE Connectivity from 214.00 dollars to 316.00 dollars, reflecting increased confidence in the company’s accelerating revenue growth, expanding profit margins, and a higher expected future price to earnings multiple despite a modest uptick in the assumed discount rate. What's in the News TE Connectivity issued guidance for the first quarter of fiscal 2026, targeting approximately 4.5 billion dollars in sales, up 17 percent reported and 11 percent organically year over year, with GAAP EPS from continuing operations expected to rise 33 percent to about 2.33 dollars (Corporate Guidance).
Mise à jour de l'analyse Dec 05

TEL: Strong Buybacks And EPS Outlook Will Drive Future Upside

Analysts have nudged their price target on TE Connectivity slightly higher to approximately $270.47 per share from about $270.24. This reflects modestly improved expectations for long term revenue growth, profit margins, and earnings multiples, despite a slightly higher discount rate.
Mise à jour de l'analyse Nov 21

TEL: Rising Margins And Robust Guidance Will Drive Future Upside

Analysts have raised their price target on TE Connectivity, increasing their fair value estimate by approximately $1.86 per share to $270.24. This change reflects modest improvements in projected profit margins and a slightly higher future earnings multiple.
Mise à jour de l'analyse Nov 05

TEL: Improved Margins And Guidance Will Support A Balanced Outlook

Narrative Update: TE Connectivity Analyst Price Target Revised Analysts have raised their price target for TE Connectivity to $268.38 from $234.18. This revision is based on improvements in revenue growth and profit margins, which have strengthened the company's long-term outlook.
Mise à jour de l'analyse Oct 22

Analysts Lift TE Connectivity Price Target as Valuation Rises Following Investor Day Updates

Analysts have raised their price target for TE Connectivity from $228.81 to $234.18. They cite modest improvements in the company’s growth outlook and profitability metrics as the reason for this adjustment.
Mise à jour de l'analyse Oct 08

AI Data Centers And Asian Electrification Will Drive Global Markets

Analysts have raised their price target for TE Connectivity, increasing it by $5.75 to reflect slightly stronger anticipated growth and improved profitability in their latest models. What's in the News TE Connectivity is set to host an Analyst/Investor Day event to keep stakeholders informed about strategic plans and performance updates (Key Developments).
Mise à jour de l'analyse Sep 23

AI Data Centers And Asian Electrification Will Drive Global Markets

The upward revision in TE Connectivity’s consensus price target primarily reflects improved revenue growth forecasts, with the fair value rising from $218.31 to $223.06. What's in the News TE Connectivity will hold an Analyst/Investor Day.
Mise à jour de l'analyse Sep 04

AI Data Centers And Asian Electrification Will Drive Global Markets

As there are no material changes in the key valuation metrics or growth forecasts for TE Connectivity, the consensus analyst price target remains unchanged at $217.56. What's in the News TE Connectivity will hold an Analyst/Investor Day.
Article d'analyse Aug 21

TE Connectivity plc (NYSE:TEL) Shares Could Be 34% Above Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, TE Connectivity fair value estimate is US$151 TE...
Article d'analyse Jul 29

After Leaping 25% TE Connectivity plc (NYSE:TEL) Shares Are Not Flying Under The Radar

TE Connectivity plc ( NYSE:TEL ) shares have continued their recent momentum with a 25% gain in the last month alone...
Article d'analyse Jul 13

Is It Too Late To Consider Buying TE Connectivity plc (NYSE:TEL)?

Today we're going to take a look at the well-established TE Connectivity plc ( NYSE:TEL ). The company's stock received...
Article d'analyse Jun 27

Returns At TE Connectivity (NYSE:TEL) Are On The Way Up

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
Article d'analyse May 31

Is TE Connectivity (NYSE:TEL) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Article d'analyse May 16

TE Connectivity plc (NYSE:TEL) Stocks Shoot Up 26% But Its P/E Still Looks Reasonable

TE Connectivity plc ( NYSE:TEL ) shares have had a really impressive month, gaining 26% after a shaky period...

Ventilation des recettes et des dépenses

Comment TE Connectivity gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.


Historique des gains et des recettes

NYSE:TEL Recettes, dépenses et bénéfices (USD Millions )
DateRecettesLes revenusDépenses G+ADépenses de R&D
27 Mar 2618,6962,9082,062900
26 Dec 2518,0952,0661,979866
26 Sep 2517,2621,8431,868829
27 Jun 2516,5811,4551,792797
28 Mar 2516,0261,3901,752775
27 Dec 2415,8501,9181,746756
27 Sep 2415,8453,1941,743741
28 Jun 2415,8123,4711,698720
29 Mar 2415,8313,4261,699707
29 Dec 2316,0243,3101,692708
29 Sep 2316,0341,9041,686708
30 Jun 2316,3582,0591,674713
31 Mar 2316,4572,1231,627716
30 Dec 2216,3042,2581,597716
30 Sep 2216,2812,4271,576718
24 Jun 2215,7402,5131,534712
25 Mar 2215,4882,5021,509701
24 Dec 2115,2192,4471,496690
24 Sep 2114,9232,2551,496677
25 Jun 2114,3661,6891,465652
26 Mar 2113,0691,0501,421630
25 Dec 2012,526931,373614
25 Sep 2012,172-2591,377613
26 Jun 2012,211-1111,400624
27 Mar 2013,0527051,438636
27 Dec 1913,2691,5861,461644
27 Sep 1913,4481,9461,490644
28 Jun 1913,6573,2441,532656
29 Mar 1913,8492,9391,569669
28 Dec 1813,9993,0001,605676
28 Sep 1813,9882,5841,591680
29 Jun 1813,0071,2061,548635
30 Mar 1812,7931,1851,587632
29 Dec 1712,4581,1011,578620
29 Sep 1712,1851,5401,577611
30 Jun 1712,9891,6811,595650
31 Mar 1712,7432,0401,530643
30 Dec 1612,4682,0231,498638
30 Sep 1611,3521,8471,441603
24 Jun 1611,8901,6401,408627
25 Mar 1611,8871,2001,434625
25 Dec 1512,0171,1271,458629
25 Sep 1512,2331,2381,504627
26 Jun 1512,3211,7161,550629

Des revenus de qualité: TEL a des bénéfices de haute qualité.

Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de TEL sont plus élevées que l'année dernière TEL. (15.6%) sont plus élevées que l'année dernière (8.7%).


Analyse des flux de trésorerie disponibles par rapport aux bénéfices


Analyse de la croissance passée des bénéfices

Tendance des revenus: Les bénéfices de TEL ont augmenté de 2.9% par an au cours des 5 dernières années.

Accélération de la croissance: La croissance des bénéfices de TEL au cours de l'année écoulée ( 108.3% ) dépasse sa moyenne sur 5 ans ( 2.9% par an).

Bénéfices par rapport au secteur d'activité: La croissance des bénéfices TEL au cours de l'année écoulée ( 108.3% ) a dépassé celle du secteur Electronic 12.5%.


Rendement des fonds propres

ROE élevé: Le retour sur capitaux propres de TEL ( 21.7% ) est considéré comme élevé.


Rendement des actifs


Rendement des capitaux employés


Découvrir des entreprises performantes dans le passé

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/11 18:42
Cours de l'action en fin de journée2026/05/11 00:00
Les revenus2026/03/27
Revenus annuels2025/09/26

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

TE Connectivity plc est couverte par 36 analystes. 17 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Luke JunkBaird
Guy HardwickBarclays
Wamsi MohanBofA Global Research