TE Connectivity plc

NYSE:TEL 株式レポート

時価総額：US$61.4b

TE Connectivity 将来の成長

Future 基準チェック /26

TE Connectivity利益と収益がそれぞれ年間10.5%と7.3%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に25.6% 12.2%なると予測されています。

主要情報

10.5%

収益成長率

12.20%

EPS成長率

Electronic 収益成長26.8%
収益成長率7.3%
将来の株主資本利益率25.62%
アナリストカバレッジ

Good

最終更新日26 May 2026

今後の成長に関する最新情報

Recent updates

Seeking Alpha • May 25

TE Connectivity: An Undervalued Stock For Long-Term Dividend Growth Investors

Summary TE Connectivity plc is an American-Irish-domiciled technology company that designs and manufactures electrical and electronic components. TE Connectivity has already increased its dividend for 13 consecutive years. Its 10-year dividend growth rate is 8.1%, which is very solid, but the more recent trend has been one of dividend growth acceleration. Profitability is outstanding. Return on equity has averaged 20.8% over the last five years, while net margin has averaged 14.6%. TEL stock is now trading hands for a P/E ratio of 20.5. For a company expected to grow at a high-teens rate over the coming years, that’s laughably low. Read the full article on Seeking Alpha
ナラティブの更新 • 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).
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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).
ナラティブの更新 • 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.
ナラティブの更新 • 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).
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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).
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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).
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...

業績と収益の成長予測

NYSE:TEL - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
9/30/202822,6143,9494,0055,2259
9/30/202721,2213,5503,6584,66817
9/30/202619,5843,1943,2244,30217
3/27/202618,6962,9083,3914,420N/A
12/26/202518,0952,0663,1374,126N/A
9/26/202517,2621,8433,2034,139N/A
6/27/202516,5811,4552,8823,760N/A
3/28/202516,0261,3902,7823,579N/A
12/27/202415,8501,9182,9023,636N/A
9/27/202415,8453,1942,7973,477N/A
6/28/202415,8123,4712,9123,573N/A
3/29/202415,8313,4262,6683,346N/A
12/29/202316,0243,3102,5703,270N/A
9/29/202316,0341,9042,4003,132N/A
6/30/202316,3582,0592,1882,938N/A
3/31/202316,4572,1231,9492,738N/A
12/30/202216,3042,2581,7382,517N/A
9/30/202216,2812,4271,7002,468N/A
6/24/202215,7402,5131,5062,298N/A
3/25/202215,4882,5021,6442,401N/A
12/24/202115,2192,4471,8482,568N/A
9/24/202114,9232,2551,9862,676N/A
6/25/202114,3661,6892,0472,622N/A
3/26/202113,0691,0501,7852,320N/A
12/25/202012,526931,6952,221N/A
9/25/202012,172-2591,4321,992N/A
6/26/202012,211-1111,5322,150N/A
3/27/202013,0527051,8042,461N/A
12/27/201913,2691,586N/A2,536N/A
9/27/201913,4481,946N/A2,422N/A
6/28/201913,6573,244N/A2,468N/A
3/29/201913,8492,939N/A2,577N/A
12/28/201813,9993,000N/A2,398N/A
9/28/201813,9882,584N/A2,451N/A
6/29/201813,0071,206N/A2,400N/A
3/30/201812,7931,185N/A2,123N/A
12/29/201712,4581,101N/A2,267N/A
9/29/201712,1851,540N/A2,321N/A
6/30/201712,9891,681N/A2,132N/A
3/31/201712,7432,040N/A2,327N/A
12/30/201612,4682,023N/A1,961N/A
9/30/201611,3521,847N/A1,947N/A
6/24/201611,8901,640N/A1,887N/A
3/25/201611,8871,200N/A1,765N/A
12/25/201512,0171,127N/A2,008N/A
9/25/201512,2331,238N/A1,930N/A
6/26/201512,3211,716N/A2,038N/A

アナリストによる今後の成長予測

収入対貯蓄率: TELの予測収益成長率 (年間10.5% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: TELの収益 ( 10.5% ) US市場 ( 17% ) よりも低い成長が予測されています。

高成長収益: TELの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: TELの収益 ( 7.3% ) US市場 ( 11.9% ) よりも低い成長が予測されています。

高い収益成長: TELの収益 ( 7.3% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: TELの 自己資本利益率 は、3年後には高くなると予測されています ( 25.6 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/29 18:48
終値2026/05/29 00:00
収益2026/03/27
年間収益2025/09/26

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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 17 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 JunkBaird
Guy HardwickBarclays
Wamsi MohanBofA Global Research