View Future GrowthThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsTE Connectivity 過去の業績過去 基準チェック /66TE Connectivityは、平均年間20.4%の収益成長を遂げていますが、 Electronic業界の収益は、年間 成長しています。収益は、平均年間3.8% 5.7%収益成長率で 成長しています。 TE Connectivityの自己資本利益率は27.2%であり、純利益率は22%です。主要情報20.37%収益成長率22.40%EPS成長率Electronic 業界の成長15.34%収益成長率5.66%株主資本利益率27.21%ネット・マージン21.95%前回の決算情報28 Jun 2024最近の業績更新Reported Earnings • Jul 25Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: US$1.87 (up from US$1.68 in 3Q 2023). Revenue: US$3.98b (flat on 3Q 2023). Net income: US$573.0m (up 8.5% from 3Q 2023). Profit margin: 14% (up from 13% in 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.4%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Electronic industry in the US. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 11TE Connectivity Ltd. to Report Q3, 2024 Results on Jul 24, 2024TE Connectivity Ltd. announced that they will report Q3, 2024 results at 9:30 AM, US Eastern Standard Time on Jul 24, 2024Reported Earnings • Apr 24Second quarter 2024 earnings: EPS misses analyst expectationsSecond quarter 2024 results: EPS: US$1.76 (up from US$1.35 in 2Q 2023). Revenue: US$3.97b (down 4.6% from 2Q 2023). Net income: US$541.0m (up 27% from 2Q 2023). Profit margin: 14% (up from 10% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.1%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Electronic industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 04TE Connectivity Ltd. to Report Q2, 2024 Results on Apr 24, 2024TE Connectivity Ltd. announced that they will report Q2, 2024 results Pre-Market on Apr 24, 2024Reported Earnings • Jan 24First quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2024 results: EPS: US$5.80 (up from US$1.26 in 1Q 2023). Revenue: US$3.83b (flat on 1Q 2023). Net income: US$1.80b (up 353% from 1Q 2023). Profit margin: 47% (up from 10% in 1Q 2023). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates significantly. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Electronic industry in the US. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 02Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: US$6.04 (down from US$7.51 in FY 2022). Revenue: US$16.0b (down 1.5% from FY 2022). Net income: US$1.90b (down 22% from FY 2022). Profit margin: 12% (down from 15% in FY 2022). The decrease in margin was primarily driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.3%. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Electronic industry in the US. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.すべての更新を表示Recent updatesお知らせ • Oct 01TE Connectivity Files Form 15TE Connectivity Ltd. has announced that it has filed a Form 15 with the Securities and Exchange Commission to voluntarily deregister its common shares under the Securities Exchange Act of 1934, as amended. The par value of the company's common shares was CHF 0.57 per share.Buy Or Sell Opportunity • Sep 18Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.0% to US$146. The fair value is estimated to be US$184, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.7% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 5.2% per annum. Earnings are forecast to decline by 9.6% per annum over the same time period.Declared Dividend • Aug 25Dividend of US$0.65 announcedShareholders will receive a dividend of US$0.65. Ex-date: 22nd November 2024 Payment date: 6th December 2024 Dividend yield will be 1.7%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 22% over the next 3 years. However, it would need to fall by 76% to increase the payout ratio to a potentially unsustainable range.Upcoming Dividend • Aug 16Upcoming dividend of US$0.65 per shareEligible shareholders must have bought the stock before 23 August 2024. Payment date: 06 September 2024. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of American dividend payers (4.5%). Higher than average of industry peers (1.3%).Buy Or Sell Opportunity • Aug 02Now 21% undervaluedOver the last 90 days, the stock has risen 2.4% to US$145. The fair value is estimated to be US$183, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.7% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are forecast to decline by 9.2% per annum over the same time period.Recent Insider Transactions Derivative • Aug 01CEO & Executive Director notifies of intention to sell stockTerrence Curtin intends to sell 219k shares in the next 90 days after lodging an Intent To Sell Form on the 29th of July. If the sale is conducted around the recent share price of US$156, it would amount to US$34m. For the year to September 2017, Terrence's total compensation was 8% salary and 92% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2023, Terrence has owned 94.97k shares directly. Company insiders have collectively sold US$25m more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Jul 25Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: US$1.87 (up from US$1.68 in 3Q 2023). Revenue: US$3.98b (flat on 3Q 2023). Net income: US$573.0m (up 8.5% from 3Q 2023). Profit margin: 14% (up from 13% in 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.4%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Electronic industry in the US. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 24TE Connectivity Ltd. Provides Earnings Guidance for the Fourth Quarter of Fiscal 2024TE Connectivity Ltd. provided earnings guidance for the fourth quarter of fiscal 2024. For the fourth quarter of fiscal 2024, the company expects net sales of approximately $4.0 billion. GAAP EPS from continuing operations is expected to be approximately $1.80, up 3% year over year.Seeking Alpha • Jul 19TE Connectivity: Strengthening Fundamentals, Higher Multiples Justify Re-Rating (Rating Upgrade)Summary TE Connectivity has repriced from FY'23 on stronger fundamentals and improved outlook. TEL is highly cash-generative and its business economics are improving substantially. Valuations are fair at ~17x NOPAT and support a revised buy rating at $172/share, potential for 10% upside from current range. Read the full article on Seeking AlphaRecent Insider Transactions Derivative • Jul 14Insider notifies of intention to sell stockAaron Stucki intends to sell 9k shares in the next 90 days after lodging an Intent To Sell Form on the 11th of July. If the sale is conducted around the recent share price of US$155, it would amount to US$1.4m. Since September 2023, Aaron's direct individual holding has increased from 17.43k shares to 20.56k. Company insiders have collectively sold US$17m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Jul 11TE Connectivity Ltd. to Report Q3, 2024 Results on Jul 24, 2024TE Connectivity Ltd. announced that they will report Q3, 2024 results at 9:30 AM, US Eastern Standard Time on Jul 24, 2024Declared Dividend • May 24Dividend of US$0.65 announcedShareholders will receive a dividend of US$0.65. Ex-date: 23rd August 2024 Payment date: 6th September 2024 Dividend yield will be 1.6%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (21% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 20% over the next 3 years. However, it would need to fall by 76% to increase the payout ratio to a potentially unsustainable range.お知らせ • May 24TE Connectivity Reportedly Mulls $2 Billion Sale of Medical UnitTE Connectivity Ltd. (NYSE: TEL), which designs and builds electronic components, is considering options for its medical contract manufacturing business, including a sale that could value the operations at more than $2 billion, according to people with knowledge of the matter. The Schaffhausen, Switzerland-based company is working with an adviser to run an auction process for the business, which makes products including specialty needles and metal tubing for the medical industry, according to the people, who asked not to be identified because they aren’t authorized to speak publicly.Upcoming Dividend • May 16Upcoming dividend of US$0.65 per shareEligible shareholders must have bought the stock before 23 May 2024. Payment date: 07 June 2024. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of American dividend payers (4.6%). Higher than average of industry peers (1.2%).Reported Earnings • Apr 24Second quarter 2024 earnings: EPS misses analyst expectationsSecond quarter 2024 results: EPS: US$1.76 (up from US$1.35 in 2Q 2023). Revenue: US$3.97b (down 4.6% from 2Q 2023). Net income: US$541.0m (up 27% from 2Q 2023). Profit margin: 14% (up from 10% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.1%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Electronic industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 24TE Connectivity Ltd. Provides Earnings Guidance for the Third Quarter of Fiscal 2024TE Connectivity Ltd. provided earnings guidance for the third quarter of fiscal 2024. For the period, the company expects net sales of approximately $4.0 billion. GAAP EPS from continuing operations are expected to be approximately $1.71, up 2% year over year.お知らせ • Apr 04TE Connectivity Ltd. to Report Q2, 2024 Results on Apr 24, 2024TE Connectivity Ltd. announced that they will report Q2, 2024 results Pre-Market on Apr 24, 2024Declared Dividend • Mar 17First quarter dividend of US$0.65 announcedShareholders will receive a dividend of US$0.65. Ex-date: 23rd May 2024 Payment date: 7th June 2024 Dividend yield will be 1.7%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 9.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 16% over the next 3 years. However, it would need to fall by 75% to increase the payout ratio to a potentially unsustainable range.お知らせ • Mar 14+ 2 more updatesTE Connectivity Ltd. Approves Dividend for Fourth Quarter of Fiscal Year 2024, First and Second Quarter of Fiscal Year 2025, Payable on September 6, 2024, December 6, 2024 and March 7, 2025, RespectivelyTE Connectivity Ltd. on March 13, 2024 annual general meeting of shareholders approved a dividend of $2.60 per share. The dividend will be distributed to shareholders in equal quarterly installments of $0.65, as follows: Fourth quarter of fiscal year 2024, Payment date is September 6, 2024 and record date is August 23, 2024; First quarter of fiscal year 2025, Payment date is December 6, 2024 and record date is November 22, 2024; Second quarter of fiscal year 2025, Payment date is March 7, 2025 and record date is February 21, 2025.Seeking Alpha • Feb 12TE Connectivity: Margin Progress Is Here, Now Sales GrowthSummary TE Connectivity Ltd. has not fully lived up to its promises in terms of sales growth, but recent margin progress has been impressive. The company is a $16 billion business with three segments: transportation solutions, industrial solutions, and communication solutions. Despite modest margin gains and a fair valuation, TE Connectivity's growth execution and sales growth are desired for better investment prospects. Read the full article on Seeking AlphaUpcoming Dividend • Feb 08Upcoming dividend of US$0.59 per share at 1.7% yieldEligible shareholders must have bought the stock before 15 February 2024. Payment date: 01 March 2024. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of American dividend payers (4.8%). Higher than average of industry peers (1.4%).Major Estimate Revision • Feb 02Consensus EPS estimates increase by 59%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from US$16.3b to US$16.1b. EPS estimate rose from US$7.11 to US$11.34. Net income forecast to shrink 0.7% next year vs 7.2% growth forecast for Electronic industry in the US . Consensus price target up from US$151 to US$159. Share price was steady at US$142 over the past week.Recent Insider Transactions • Jan 31President of Transportation Solutions recently sold US$4.9m worth of stockOn the 29th of January, Steven Merkt sold around 34k shares on-market at roughly US$144 per share. This transaction amounted to 53% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$6.1m more than they bought in the last 12 months.Reported Earnings • Jan 24First quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2024 results: EPS: US$5.80 (up from US$1.26 in 1Q 2023). Revenue: US$3.83b (flat on 1Q 2023). Net income: US$1.80b (up 353% from 1Q 2023). Profit margin: 47% (up from 10% in 1Q 2023). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates significantly. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Electronic industry in the US. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 24TE Connectivity Ltd. Provides Earnings Guidance for the Second Quarter of Fiscal 2024TE Connectivity Ltd. provided earnings guidance for the second quarter of fiscal 2024. For the second quarter of fiscal 2024, the company expects net sales of approximately $3.95 billion. GAAP EPS from continuing operations are expected to be approximately $1.75, up 31% year over year.Recent Insider Transactions Derivative • Dec 20CEO & Executive Director notifies of intention to sell stockTerrence Curtin intends to sell 16k shares in the next 90 days after lodging an Intent To Sell Form on the 18th of December. If the sale is conducted around the recent share price of US$142, it would amount to US$2.2m. For the year to September 2017, Terrence's total compensation was 8% salary and 92% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2023, Terrence's direct individual holding has increased from 94.97k shares to 126.51k. Company insiders have collectively sold US$7.7m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Dec 13+ 2 more updatesTE Connectivity Ltd., Annual General Meeting, Mar 13, 2024TE Connectivity Ltd., Annual General Meeting, Mar 13, 2024.Seeking Alpha • Nov 29TE Connectivity: Leveraging EV And AI Trends Amid Market ChallengesSummary TE Connectivity's Q4 2023 earnings call reveals mixed results, with strong automotive sales and robust cash flow, but flat sales and a decline in Commercial Transportation business. The company is well-positioned to capitalize on the growth of electric vehicles and artificial intelligence but faces challenges such as market weaknesses and rising input costs. Financially, TE Connectivity has shown resilience and potential for long-term growth, with steady revenue growth and expanding profit margins. The stock is undervalued compared to peers, offering potential for price appreciation. Read the full article on Seeking AlphaSeeking Alpha • Nov 22TE Connectivity: A High Quality, High Returns Anchor To Your PortfolioSummary TE Connectivity is a high-quality investment-grade company that continuously outperforms. The company supplies electrification and connectivity components with a focus on EVs. TEL has a strong balance sheet, is a consistent value creation, and scores well using our Cash Flow Returns On Investments-based tools. Read the full article on Seeking AlphaUpcoming Dividend • Nov 09Upcoming dividend of US$0.59 per share at 1.9% yieldEligible shareholders must have bought the stock before 16 November 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of American dividend payers (5.1%). Higher than average of industry peers (1.6%).Reported Earnings • Nov 02Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: US$6.04 (down from US$7.51 in FY 2022). Revenue: US$16.0b (down 1.5% from FY 2022). Net income: US$1.90b (down 22% from FY 2022). Profit margin: 12% (down from 15% in FY 2022). The decrease in margin was primarily driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.3%. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Electronic industry in the US. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 02TE Connectivity Ltd. Provides Earnings Guidance for the First Quarter of 2024TE Connectivity Ltd. provided earnings guidance for the first quarter of 2024. For the period, the company expects net sales of approximately $3.85 billion, flat on both a reported and organic basis year over year. GAAP EPS from continuing operations are expected to be approximately $1.59, up 27% year over year.お知らせ • Oct 12TE Connectivity Ltd. to Report Q4, 2023 Results on Nov 01, 2023TE Connectivity Ltd. announced that they will report Q4, 2023 results Pre-Market on Nov 01, 2023Seeking Alpha • Sep 06TE Connectivity: Seeing A ConnectionSummary TE Connectivity has seen solid growth in the long haul, combining modest sales growth, margin expansion, and consistent share buybacks. While absolute growth is not too convincing, growth on a per-share basis is rock-solid. TE Connectivity recently announced a deal to acquire Schaffner Holding AG to add EMC filter products to its solutions, but the deal is not expected to significantly impact sales or earnings. Read the full article on Seeking Alphaお知らせ • Aug 17TE Connectivity Ltd. (NYSE : TEL) agreed to acquire Schaffner Holding AG (SWX:SAHN) for approximately CHF 320 million.TE Connectivity Ltd. (NYSE : TEL) made a tender offer to acquire Schaffner Holding AG (SWX:SAHN) for approximately CHF 320 million on August 17, 2023. Under the terms, consideration will be paid in cash as CHF 505 per share. The Board of Directors of Schaffner unanimously recommends the shareholders to accept the Offer. The tender offer is subject to customary terms and conditions as well as regulatory approvals and is currently expected to be settled in December 2023. Enqcor is acting as exclusive financial advisor and Bär & Karrer as legal advisor to TE in the context of this transaction. ZKB is acting as offer manager for the public tender offer. Alantra is acting as financial advisor to Schaffner and Baker McKenzie as legal advisor.Upcoming Dividend • Aug 10Upcoming dividend of US$0.59 per share at 1.7% yieldEligible shareholders must have bought the stock before 17 August 2023. Payment date: 01 September 2023. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of American dividend payers (4.7%). Higher than average of industry peers (1.4%).Recent Insider Transactions Derivative • Aug 02CEO & Executive Director notifies of intention to sell stockTerrence Curtin intends to sell 71k shares in the next 90 days after lodging an Intent To Sell Form on the 31st of July. If the sale is conducted around the recent share price of US$140, it would amount to US$9.9m. For the year to September 2016, Terrence's total compensation was 8% salary and 92% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2022, Terrence has owned 94.97k shares directly. Company insiders have collectively sold US$25m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Jul 27TE Connectivity Ltd. Provides Earnings Guidance for the Fourth Quarter of Fiscal Year 2023TE Connectivity Ltd. provided earnings guidance for the fourth quarter of fiscal year 2023. For the period, the company expects net sales of approximately $4 billion. GAAP EPS from continuing operations are expected to be approximately $1.63.Reported Earnings • Jul 26Third quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2023 results: EPS: US$1.68 (down from US$1.84 in 3Q 2022). Revenue: US$4.00b (down 2.4% from 3Q 2022). Net income: US$528.0m (down 11% from 3Q 2022). Profit margin: 13% (down from 14% in 3Q 2022). Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) exceeded analyst estimates by 11%. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Electronic industry in the US. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 06TE Connectivity Ltd. to Report Q3, 2023 Results on Jul 26, 2023TE Connectivity Ltd. announced that they will report Q3, 2023 results Pre-Market on Jul 26, 2023Seeking Alpha • Jun 21TE Connectivity: Connecting The World One Step At A TimeSummary TE Connectivity Ltd. is well-positioned for growth due to the move towards electrification, AI, and renewable energy, as well as its global presence in high growth markets like China. The company's diverse business segments and strong geographical exposure provide stability and potential for capturing market share from smaller regional players. TE Connectivity's stock offers an attractive annualized return using my model of around 10%, including dividends, making it a solid long-term investment. As a narrow moat market share leader, TE is poised to benefit from the widespread adoption of EV and AI. Read the full article on Seeking AlphaUpcoming Dividend • May 11Upcoming dividend of US$0.59 per share at 2.0% yieldEligible shareholders must have bought the stock before 18 May 2023. Payment date: 02 June 2023. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of American dividend payers (5.2%). Higher than average of industry peers (1.6%).Recent Insider Transactions • May 03CFO, Executive VP & Executive Director recently sold US$1.2m worth of stockOn the 1st of May, Heath Mitts sold around 9k shares on-market at roughly US$123 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Heath's only on-market trade for the last 12 months.Reported Earnings • Apr 27Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2023 results: EPS: US$1.35 (down from US$1.72 in 2Q 2022). Revenue: US$4.16b (up 3.8% from 2Q 2022). Net income: US$425.0m (down 24% from 2Q 2022). Profit margin: 10% (down from 14% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.4%. Earnings per share (EPS) missed analyst estimates by 7.0%. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Electronic industry in the US. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Feb 09Upcoming dividend of US$0.56 per share at 1.7% yieldEligible shareholders must have bought the stock before 16 February 2023. Payment date: 03 March 2023. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of American dividend payers (4.2%). Higher than average of industry peers (1.4%).Seeking Alpha • Jan 31TE Connectivity prices $500M debt offeringTE Connectivity (NYSE:TEL) said that its wholly-owned subsidiary, Tyco Electronics Group has priced an offering of $500M aggregate principal amount of its 4.500% senior notes due 2026. The senior notes due 2026 will be issued at a price of 99.811% and will have a stated interest rate of 4.500% per year, payable semi-annually. Net proceeds of this offering will be used for general corporate purposes, which may include the repayment of outstanding debt.Reported Earnings • Jan 26First quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2023 results: EPS: US$1.26 (down from US$1.73 in 1Q 2022). Revenue: US$3.84b (flat on 1Q 2022). Net income: US$398.0m (down 30% from 1Q 2022). Profit margin: 10% (down from 15% in 1Q 2022). Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Electronic industry in the US. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 26TE Connectivity Ltd. Provides Earnings Guidance for the Second Quarter Ending March 31, 2023TE Connectivity Ltd. provided earnings guidance for the second quarter ending March 31, 2023. For the second quarter of fiscal 2023, the company expects net sales of approximately $3.9 billion, reflecting a decrease of 3% on a reported basis and an increase of 2% on an organic basis year over year. GAAP diluted EPS from continuing operations is expected to be approximately $1.44.お知らせ • Jan 05TE Connectivity Ltd. to Report Q1, 2023 Results on Jan 25, 2023TE Connectivity Ltd. announced that they will report Q1, 2023 results Pre-Market on Jan 25, 2023お知らせ • Dec 10TE Connectivity Ltd., Annual General Meeting, Mar 15, 2023TE Connectivity Ltd., Annual General Meeting, Mar 15, 2023. Agenda: To consider raising the company's dividend.収支内訳TE Connectivity の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史NYSE:TEL.WI 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費28 Jun 2415,8123,4711,72372029 Mar 2415,8313,4261,72170729 Dec 2316,0243,3101,71870829 Sep 2316,0341,9041,68670830 Jun 2316,3582,0591,67471331 Mar 2316,4572,1231,62771630 Dec 2216,3042,2581,59771630 Sep 2216,2812,4271,55971824 Jun 2215,7402,5131,53471225 Mar 2215,4882,5021,50970124 Dec 2115,2192,4471,49669024 Sep 2114,9232,2551,49667725 Jun 2114,3661,6891,46565226 Mar 2113,0691,0501,42163025 Dec 2012,526931,37361425 Sep 2012,172-2591,37761326 Jun 2012,211-1111,40062427 Mar 2013,0527051,43863627 Dec 1913,2691,5861,46164427 Sep 1913,4481,9461,49064428 Jun 1913,6573,2441,53265629 Mar 1913,8492,9391,56966928 Dec 1813,9993,0001,60567628 Sep 1813,9882,5841,59168029 Jun 1813,0071,2061,54863530 Mar 1812,7931,1851,58763229 Dec 1712,4581,1011,57862029 Sep 1712,1851,5401,57761130 Jun 1712,9891,6811,59565031 Mar 1712,7432,0401,53064330 Dec 1612,4682,0231,49863830 Sep 1611,3521,8471,44160324 Jun 1611,8901,6401,40862725 Mar 1611,8871,2001,43462525 Dec 1512,0171,1271,45862925 Sep 1512,2331,2381,50462726 Jun 1512,3211,7161,55062927 Mar 1512,2781,7121,55361726 Dec 1412,1601,7361,54160226 Sep 1411,9731,6141,53458327 Jun 1412,3331,3871,60559928 Mar 1412,7071,3721,66561927 Dec 1313,0081,3101,724645質の高い収益: TEL.WIは 高品質の収益 を持っています。利益率の向上: TEL.WIの現在の純利益率 (22%)は、昨年(12.6%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: TEL.WIの収益は過去 5 年間で年間20.4%増加しました。成長の加速: TEL.WIの過去 1 年間の収益成長率 ( 68.5% ) は、5 年間の平均 ( 年間20.4%を上回っています。収益対業界: TEL.WIの過去 1 年間の収益成長率 ( 68.5% ) はElectronic業界10.6%を上回りました。株主資本利益率高いROE: TEL.WIの 自己資本利益率 ( 27.2% ) は 高い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YTech 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2024/10/03 02:23終値2024/09/27 00:00収益2024/06/28年間収益2023/09/29データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋TE Connectivity plc 19 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。36 アナリスト機関Luke JunkBairdGuy HardwickBarclaysWamsi MohanBofA Global Research33 その他のアナリストを表示
Reported Earnings • Jul 25Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: US$1.87 (up from US$1.68 in 3Q 2023). Revenue: US$3.98b (flat on 3Q 2023). Net income: US$573.0m (up 8.5% from 3Q 2023). Profit margin: 14% (up from 13% in 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.4%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Electronic industry in the US. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 11TE Connectivity Ltd. to Report Q3, 2024 Results on Jul 24, 2024TE Connectivity Ltd. announced that they will report Q3, 2024 results at 9:30 AM, US Eastern Standard Time on Jul 24, 2024
Reported Earnings • Apr 24Second quarter 2024 earnings: EPS misses analyst expectationsSecond quarter 2024 results: EPS: US$1.76 (up from US$1.35 in 2Q 2023). Revenue: US$3.97b (down 4.6% from 2Q 2023). Net income: US$541.0m (up 27% from 2Q 2023). Profit margin: 14% (up from 10% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.1%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Electronic industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 04TE Connectivity Ltd. to Report Q2, 2024 Results on Apr 24, 2024TE Connectivity Ltd. announced that they will report Q2, 2024 results Pre-Market on Apr 24, 2024
Reported Earnings • Jan 24First quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2024 results: EPS: US$5.80 (up from US$1.26 in 1Q 2023). Revenue: US$3.83b (flat on 1Q 2023). Net income: US$1.80b (up 353% from 1Q 2023). Profit margin: 47% (up from 10% in 1Q 2023). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates significantly. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Electronic industry in the US. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 02Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: US$6.04 (down from US$7.51 in FY 2022). Revenue: US$16.0b (down 1.5% from FY 2022). Net income: US$1.90b (down 22% from FY 2022). Profit margin: 12% (down from 15% in FY 2022). The decrease in margin was primarily driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.3%. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Electronic industry in the US. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 01TE Connectivity Files Form 15TE Connectivity Ltd. has announced that it has filed a Form 15 with the Securities and Exchange Commission to voluntarily deregister its common shares under the Securities Exchange Act of 1934, as amended. The par value of the company's common shares was CHF 0.57 per share.
Buy Or Sell Opportunity • Sep 18Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.0% to US$146. The fair value is estimated to be US$184, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.7% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 5.2% per annum. Earnings are forecast to decline by 9.6% per annum over the same time period.
Declared Dividend • Aug 25Dividend of US$0.65 announcedShareholders will receive a dividend of US$0.65. Ex-date: 22nd November 2024 Payment date: 6th December 2024 Dividend yield will be 1.7%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 22% over the next 3 years. However, it would need to fall by 76% to increase the payout ratio to a potentially unsustainable range.
Upcoming Dividend • Aug 16Upcoming dividend of US$0.65 per shareEligible shareholders must have bought the stock before 23 August 2024. Payment date: 06 September 2024. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of American dividend payers (4.5%). Higher than average of industry peers (1.3%).
Buy Or Sell Opportunity • Aug 02Now 21% undervaluedOver the last 90 days, the stock has risen 2.4% to US$145. The fair value is estimated to be US$183, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.7% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are forecast to decline by 9.2% per annum over the same time period.
Recent Insider Transactions Derivative • Aug 01CEO & Executive Director notifies of intention to sell stockTerrence Curtin intends to sell 219k shares in the next 90 days after lodging an Intent To Sell Form on the 29th of July. If the sale is conducted around the recent share price of US$156, it would amount to US$34m. For the year to September 2017, Terrence's total compensation was 8% salary and 92% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2023, Terrence has owned 94.97k shares directly. Company insiders have collectively sold US$25m more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Jul 25Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: US$1.87 (up from US$1.68 in 3Q 2023). Revenue: US$3.98b (flat on 3Q 2023). Net income: US$573.0m (up 8.5% from 3Q 2023). Profit margin: 14% (up from 13% in 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.4%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Electronic industry in the US. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 24TE Connectivity Ltd. Provides Earnings Guidance for the Fourth Quarter of Fiscal 2024TE Connectivity Ltd. provided earnings guidance for the fourth quarter of fiscal 2024. For the fourth quarter of fiscal 2024, the company expects net sales of approximately $4.0 billion. GAAP EPS from continuing operations is expected to be approximately $1.80, up 3% year over year.
Seeking Alpha • Jul 19TE Connectivity: Strengthening Fundamentals, Higher Multiples Justify Re-Rating (Rating Upgrade)Summary TE Connectivity has repriced from FY'23 on stronger fundamentals and improved outlook. TEL is highly cash-generative and its business economics are improving substantially. Valuations are fair at ~17x NOPAT and support a revised buy rating at $172/share, potential for 10% upside from current range. Read the full article on Seeking Alpha
Recent Insider Transactions Derivative • Jul 14Insider notifies of intention to sell stockAaron Stucki intends to sell 9k shares in the next 90 days after lodging an Intent To Sell Form on the 11th of July. If the sale is conducted around the recent share price of US$155, it would amount to US$1.4m. Since September 2023, Aaron's direct individual holding has increased from 17.43k shares to 20.56k. Company insiders have collectively sold US$17m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Jul 11TE Connectivity Ltd. to Report Q3, 2024 Results on Jul 24, 2024TE Connectivity Ltd. announced that they will report Q3, 2024 results at 9:30 AM, US Eastern Standard Time on Jul 24, 2024
Declared Dividend • May 24Dividend of US$0.65 announcedShareholders will receive a dividend of US$0.65. Ex-date: 23rd August 2024 Payment date: 6th September 2024 Dividend yield will be 1.6%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (21% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 20% over the next 3 years. However, it would need to fall by 76% to increase the payout ratio to a potentially unsustainable range.
お知らせ • May 24TE Connectivity Reportedly Mulls $2 Billion Sale of Medical UnitTE Connectivity Ltd. (NYSE: TEL), which designs and builds electronic components, is considering options for its medical contract manufacturing business, including a sale that could value the operations at more than $2 billion, according to people with knowledge of the matter. The Schaffhausen, Switzerland-based company is working with an adviser to run an auction process for the business, which makes products including specialty needles and metal tubing for the medical industry, according to the people, who asked not to be identified because they aren’t authorized to speak publicly.
Upcoming Dividend • May 16Upcoming dividend of US$0.65 per shareEligible shareholders must have bought the stock before 23 May 2024. Payment date: 07 June 2024. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of American dividend payers (4.6%). Higher than average of industry peers (1.2%).
Reported Earnings • Apr 24Second quarter 2024 earnings: EPS misses analyst expectationsSecond quarter 2024 results: EPS: US$1.76 (up from US$1.35 in 2Q 2023). Revenue: US$3.97b (down 4.6% from 2Q 2023). Net income: US$541.0m (up 27% from 2Q 2023). Profit margin: 14% (up from 10% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.1%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Electronic industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 24TE Connectivity Ltd. Provides Earnings Guidance for the Third Quarter of Fiscal 2024TE Connectivity Ltd. provided earnings guidance for the third quarter of fiscal 2024. For the period, the company expects net sales of approximately $4.0 billion. GAAP EPS from continuing operations are expected to be approximately $1.71, up 2% year over year.
お知らせ • Apr 04TE Connectivity Ltd. to Report Q2, 2024 Results on Apr 24, 2024TE Connectivity Ltd. announced that they will report Q2, 2024 results Pre-Market on Apr 24, 2024
Declared Dividend • Mar 17First quarter dividend of US$0.65 announcedShareholders will receive a dividend of US$0.65. Ex-date: 23rd May 2024 Payment date: 7th June 2024 Dividend yield will be 1.7%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 9.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 16% over the next 3 years. However, it would need to fall by 75% to increase the payout ratio to a potentially unsustainable range.
お知らせ • Mar 14+ 2 more updatesTE Connectivity Ltd. Approves Dividend for Fourth Quarter of Fiscal Year 2024, First and Second Quarter of Fiscal Year 2025, Payable on September 6, 2024, December 6, 2024 and March 7, 2025, RespectivelyTE Connectivity Ltd. on March 13, 2024 annual general meeting of shareholders approved a dividend of $2.60 per share. The dividend will be distributed to shareholders in equal quarterly installments of $0.65, as follows: Fourth quarter of fiscal year 2024, Payment date is September 6, 2024 and record date is August 23, 2024; First quarter of fiscal year 2025, Payment date is December 6, 2024 and record date is November 22, 2024; Second quarter of fiscal year 2025, Payment date is March 7, 2025 and record date is February 21, 2025.
Seeking Alpha • Feb 12TE Connectivity: Margin Progress Is Here, Now Sales GrowthSummary TE Connectivity Ltd. has not fully lived up to its promises in terms of sales growth, but recent margin progress has been impressive. The company is a $16 billion business with three segments: transportation solutions, industrial solutions, and communication solutions. Despite modest margin gains and a fair valuation, TE Connectivity's growth execution and sales growth are desired for better investment prospects. Read the full article on Seeking Alpha
Upcoming Dividend • Feb 08Upcoming dividend of US$0.59 per share at 1.7% yieldEligible shareholders must have bought the stock before 15 February 2024. Payment date: 01 March 2024. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of American dividend payers (4.8%). Higher than average of industry peers (1.4%).
Major Estimate Revision • Feb 02Consensus EPS estimates increase by 59%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from US$16.3b to US$16.1b. EPS estimate rose from US$7.11 to US$11.34. Net income forecast to shrink 0.7% next year vs 7.2% growth forecast for Electronic industry in the US . Consensus price target up from US$151 to US$159. Share price was steady at US$142 over the past week.
Recent Insider Transactions • Jan 31President of Transportation Solutions recently sold US$4.9m worth of stockOn the 29th of January, Steven Merkt sold around 34k shares on-market at roughly US$144 per share. This transaction amounted to 53% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$6.1m more than they bought in the last 12 months.
Reported Earnings • Jan 24First quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2024 results: EPS: US$5.80 (up from US$1.26 in 1Q 2023). Revenue: US$3.83b (flat on 1Q 2023). Net income: US$1.80b (up 353% from 1Q 2023). Profit margin: 47% (up from 10% in 1Q 2023). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates significantly. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Electronic industry in the US. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 24TE Connectivity Ltd. Provides Earnings Guidance for the Second Quarter of Fiscal 2024TE Connectivity Ltd. provided earnings guidance for the second quarter of fiscal 2024. For the second quarter of fiscal 2024, the company expects net sales of approximately $3.95 billion. GAAP EPS from continuing operations are expected to be approximately $1.75, up 31% year over year.
Recent Insider Transactions Derivative • Dec 20CEO & Executive Director notifies of intention to sell stockTerrence Curtin intends to sell 16k shares in the next 90 days after lodging an Intent To Sell Form on the 18th of December. If the sale is conducted around the recent share price of US$142, it would amount to US$2.2m. For the year to September 2017, Terrence's total compensation was 8% salary and 92% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2023, Terrence's direct individual holding has increased from 94.97k shares to 126.51k. Company insiders have collectively sold US$7.7m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Dec 13+ 2 more updatesTE Connectivity Ltd., Annual General Meeting, Mar 13, 2024TE Connectivity Ltd., Annual General Meeting, Mar 13, 2024.
Seeking Alpha • Nov 29TE Connectivity: Leveraging EV And AI Trends Amid Market ChallengesSummary TE Connectivity's Q4 2023 earnings call reveals mixed results, with strong automotive sales and robust cash flow, but flat sales and a decline in Commercial Transportation business. The company is well-positioned to capitalize on the growth of electric vehicles and artificial intelligence but faces challenges such as market weaknesses and rising input costs. Financially, TE Connectivity has shown resilience and potential for long-term growth, with steady revenue growth and expanding profit margins. The stock is undervalued compared to peers, offering potential for price appreciation. Read the full article on Seeking Alpha
Seeking Alpha • Nov 22TE Connectivity: A High Quality, High Returns Anchor To Your PortfolioSummary TE Connectivity is a high-quality investment-grade company that continuously outperforms. The company supplies electrification and connectivity components with a focus on EVs. TEL has a strong balance sheet, is a consistent value creation, and scores well using our Cash Flow Returns On Investments-based tools. Read the full article on Seeking Alpha
Upcoming Dividend • Nov 09Upcoming dividend of US$0.59 per share at 1.9% yieldEligible shareholders must have bought the stock before 16 November 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of American dividend payers (5.1%). Higher than average of industry peers (1.6%).
Reported Earnings • Nov 02Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: US$6.04 (down from US$7.51 in FY 2022). Revenue: US$16.0b (down 1.5% from FY 2022). Net income: US$1.90b (down 22% from FY 2022). Profit margin: 12% (down from 15% in FY 2022). The decrease in margin was primarily driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.3%. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Electronic industry in the US. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 02TE Connectivity Ltd. Provides Earnings Guidance for the First Quarter of 2024TE Connectivity Ltd. provided earnings guidance for the first quarter of 2024. For the period, the company expects net sales of approximately $3.85 billion, flat on both a reported and organic basis year over year. GAAP EPS from continuing operations are expected to be approximately $1.59, up 27% year over year.
お知らせ • Oct 12TE Connectivity Ltd. to Report Q4, 2023 Results on Nov 01, 2023TE Connectivity Ltd. announced that they will report Q4, 2023 results Pre-Market on Nov 01, 2023
Seeking Alpha • Sep 06TE Connectivity: Seeing A ConnectionSummary TE Connectivity has seen solid growth in the long haul, combining modest sales growth, margin expansion, and consistent share buybacks. While absolute growth is not too convincing, growth on a per-share basis is rock-solid. TE Connectivity recently announced a deal to acquire Schaffner Holding AG to add EMC filter products to its solutions, but the deal is not expected to significantly impact sales or earnings. Read the full article on Seeking Alpha
お知らせ • Aug 17TE Connectivity Ltd. (NYSE : TEL) agreed to acquire Schaffner Holding AG (SWX:SAHN) for approximately CHF 320 million.TE Connectivity Ltd. (NYSE : TEL) made a tender offer to acquire Schaffner Holding AG (SWX:SAHN) for approximately CHF 320 million on August 17, 2023. Under the terms, consideration will be paid in cash as CHF 505 per share. The Board of Directors of Schaffner unanimously recommends the shareholders to accept the Offer. The tender offer is subject to customary terms and conditions as well as regulatory approvals and is currently expected to be settled in December 2023. Enqcor is acting as exclusive financial advisor and Bär & Karrer as legal advisor to TE in the context of this transaction. ZKB is acting as offer manager for the public tender offer. Alantra is acting as financial advisor to Schaffner and Baker McKenzie as legal advisor.
Upcoming Dividend • Aug 10Upcoming dividend of US$0.59 per share at 1.7% yieldEligible shareholders must have bought the stock before 17 August 2023. Payment date: 01 September 2023. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of American dividend payers (4.7%). Higher than average of industry peers (1.4%).
Recent Insider Transactions Derivative • Aug 02CEO & Executive Director notifies of intention to sell stockTerrence Curtin intends to sell 71k shares in the next 90 days after lodging an Intent To Sell Form on the 31st of July. If the sale is conducted around the recent share price of US$140, it would amount to US$9.9m. For the year to September 2016, Terrence's total compensation was 8% salary and 92% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2022, Terrence has owned 94.97k shares directly. Company insiders have collectively sold US$25m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Jul 27TE Connectivity Ltd. Provides Earnings Guidance for the Fourth Quarter of Fiscal Year 2023TE Connectivity Ltd. provided earnings guidance for the fourth quarter of fiscal year 2023. For the period, the company expects net sales of approximately $4 billion. GAAP EPS from continuing operations are expected to be approximately $1.63.
Reported Earnings • Jul 26Third quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2023 results: EPS: US$1.68 (down from US$1.84 in 3Q 2022). Revenue: US$4.00b (down 2.4% from 3Q 2022). Net income: US$528.0m (down 11% from 3Q 2022). Profit margin: 13% (down from 14% in 3Q 2022). Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) exceeded analyst estimates by 11%. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Electronic industry in the US. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 06TE Connectivity Ltd. to Report Q3, 2023 Results on Jul 26, 2023TE Connectivity Ltd. announced that they will report Q3, 2023 results Pre-Market on Jul 26, 2023
Seeking Alpha • Jun 21TE Connectivity: Connecting The World One Step At A TimeSummary TE Connectivity Ltd. is well-positioned for growth due to the move towards electrification, AI, and renewable energy, as well as its global presence in high growth markets like China. The company's diverse business segments and strong geographical exposure provide stability and potential for capturing market share from smaller regional players. TE Connectivity's stock offers an attractive annualized return using my model of around 10%, including dividends, making it a solid long-term investment. As a narrow moat market share leader, TE is poised to benefit from the widespread adoption of EV and AI. Read the full article on Seeking Alpha
Upcoming Dividend • May 11Upcoming dividend of US$0.59 per share at 2.0% yieldEligible shareholders must have bought the stock before 18 May 2023. Payment date: 02 June 2023. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of American dividend payers (5.2%). Higher than average of industry peers (1.6%).
Recent Insider Transactions • May 03CFO, Executive VP & Executive Director recently sold US$1.2m worth of stockOn the 1st of May, Heath Mitts sold around 9k shares on-market at roughly US$123 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Heath's only on-market trade for the last 12 months.
Reported Earnings • Apr 27Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2023 results: EPS: US$1.35 (down from US$1.72 in 2Q 2022). Revenue: US$4.16b (up 3.8% from 2Q 2022). Net income: US$425.0m (down 24% from 2Q 2022). Profit margin: 10% (down from 14% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.4%. Earnings per share (EPS) missed analyst estimates by 7.0%. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Electronic industry in the US. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Feb 09Upcoming dividend of US$0.56 per share at 1.7% yieldEligible shareholders must have bought the stock before 16 February 2023. Payment date: 03 March 2023. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of American dividend payers (4.2%). Higher than average of industry peers (1.4%).
Seeking Alpha • Jan 31TE Connectivity prices $500M debt offeringTE Connectivity (NYSE:TEL) said that its wholly-owned subsidiary, Tyco Electronics Group has priced an offering of $500M aggregate principal amount of its 4.500% senior notes due 2026. The senior notes due 2026 will be issued at a price of 99.811% and will have a stated interest rate of 4.500% per year, payable semi-annually. Net proceeds of this offering will be used for general corporate purposes, which may include the repayment of outstanding debt.
Reported Earnings • Jan 26First quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2023 results: EPS: US$1.26 (down from US$1.73 in 1Q 2022). Revenue: US$3.84b (flat on 1Q 2022). Net income: US$398.0m (down 30% from 1Q 2022). Profit margin: 10% (down from 15% in 1Q 2022). Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Electronic industry in the US. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 26TE Connectivity Ltd. Provides Earnings Guidance for the Second Quarter Ending March 31, 2023TE Connectivity Ltd. provided earnings guidance for the second quarter ending March 31, 2023. For the second quarter of fiscal 2023, the company expects net sales of approximately $3.9 billion, reflecting a decrease of 3% on a reported basis and an increase of 2% on an organic basis year over year. GAAP diluted EPS from continuing operations is expected to be approximately $1.44.
お知らせ • Jan 05TE Connectivity Ltd. to Report Q1, 2023 Results on Jan 25, 2023TE Connectivity Ltd. announced that they will report Q1, 2023 results Pre-Market on Jan 25, 2023
お知らせ • Dec 10TE Connectivity Ltd., Annual General Meeting, Mar 15, 2023TE Connectivity Ltd., Annual General Meeting, Mar 15, 2023. Agenda: To consider raising the company's dividend.