View ValuationTE Connectivity 향후 성장Future 기준 점검 3/6TE Connectivity (는) 각각 연간 10.5% 및 7.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 12.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 25.6% 로 예상됩니다.핵심 정보10.5%이익 성장률12.20%EPS 성장률Electronic 이익 성장39.0%매출 성장률7.3%향후 자기자본이익률25.62%애널리스트 커버리지Good마지막 업데이트24 Apr 2026최근 향후 성장 업데이트공지 • Apr 22Te Connectivity plc Provides Earnings Guidance for the Third Quarter Ending June 26, 2026TE Connectivity plc provided earnings guidance for the Third Quarter ending June 26, 2026. For the quarter, the company expects sales of approximately $5 billion, an increase of 10% on a reported basis. GAAP Diluted EPS from continuing operations is expected to be approximately $2.44, an increase of 14% year over year.공지 • Jan 21TE Connectivity plc Provides Earnings Guidance for the Second Quarter of Fiscal 2026TE Connectivity plc provided earnings guidance for the second quarter of fiscal 2026. For the quarter, the company expects sales of approximately $4.7 billion, an increase of 13% on a reported basis and 6% organically year over year.공지 • Oct 29TE Connectivity plc Provides Earnings Guidance for the First Quarter of Fiscal Year 2026TE Connectivity plc provided earnings guidance for the first quarter of fiscal year 2026. For the quarter, the company expects sales of approximately $4.5 billion, up 17% on a reported basis and 11% organically year over year. GAAP EPS from continuing operations is expected to be approximately $2.33, an increase of 33% year over year.공지 • Jul 23TE Connectivity plc Provides Earnings Guidance for the Fourth Quarter Ending September 26, 2005TE Connectivity plc provided earnings guidance for the fourth quarter ending September 26, 2005. For the quarter of fiscal 2025, the company expects net sales of approximately $4.55 billion, up 12% on a reported basis and 6% organically. GAAP EPS from continuing operations is expected to be approximately $2.18, an increase of more than 140% year over year.공지 • Apr 24TE Connectivity plc Provides Earnings Guidance for the Third Quarter Ending June 27, 2025 of Fiscal Year 2025TE Connectivity plc provided earnings guidance for the Third Quarter ending June 27, 2025 of fiscal year 2025. For the third quarter of fiscal 2025, the company expects net sales of approximately $4.30 billion, up 8% year over year. GAAP EPS from continuing operations is expected to be approximately $2.02, up nearly 9% year over year. Organic net sales growth to be 5.1%.공지 • Nov 02TE Connectivity plc Provides Earnings Guidance for the First Quarter Ending December 27, 2024TE Connectivity plc provided earnings guidance for the first quarter ending December 27, 2024. For the first quarter of fiscal 2025, the company expects net sales of approximately $3.9 billion. GAAP EPS from continuing operations is expected to be $1.64.모든 업데이트 보기Recent updatesReported Earnings • Apr 22Second quarter 2026 earnings released: EPS: US$2.92 (vs US$0.044 in 2Q 2025)Second quarter 2026 results: EPS: US$2.92 (up from US$0.044 in 2Q 2025). Revenue: US$4.74b (up 14% from 2Q 2025). Net income: US$855.0m (up US$842.0m from 2Q 2025). Profit margin: 18% (up from 0.3% in 2Q 2025). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Electronic industry in Germany.공지 • Apr 22Te Connectivity plc Provides Earnings Guidance for the Third Quarter Ending June 26, 2026TE Connectivity plc provided earnings guidance for the Third Quarter ending June 26, 2026. For the quarter, the company expects sales of approximately $5 billion, an increase of 10% on a reported basis. GAAP Diluted EPS from continuing operations is expected to be approximately $2.44, an increase of 14% year over year.Buy Or Sell Opportunity • Apr 09Now 22% overvaluedOver the last 90 days, the stock has fallen 1.5% to €195. The fair value is estimated to be €159, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 6.6%. For the next 3 years, revenue is forecast to grow by 7.3% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.공지 • Apr 01TE Connectivity plc to Report Q2, 2026 Results on Apr 22, 2026TE Connectivity plc announced that they will report Q2, 2026 results Pre-Market on Apr 22, 2026공지 • Mar 28Credo Technology Group Holding Ltd and Te Connectivity Corporation Reach Settlement in Active Electrical Cable DisputesCredo Technology Group Holding Ltd. and TE Connectivity Corporation have reached a license and settlement agreement relating to AEC technology. Based on this agreement, all lawsuits between the two companies will be promptly dismissed. The terms of the agreement remain confidential.공지 • Mar 12TE Connectivity plc Declares Regular Quarterly Cash Dividend, Payable on June 12, 2026TE Connectivity plc announced that its board of directors declared a regular quarterly cash dividend of $0.78 per ordinary share, payable on June 12, 2026, to shareholders of record at the close of business on May 22, 2026. This payment represents a 10% increase from the $0.71 per ordinary share quarterly dividend to be paid on March 13, 2026.Upcoming Dividend • Feb 13Upcoming dividend of US$0.71 per shareEligible shareholders must have bought the stock before 20 February 2026. Payment date: 13 March 2026. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (1.5%).Recent Insider Transactions • Feb 10Executive VP & General Counsel recently sold €1.2m worth of stockOn the 9th of February, John Jenkins sold around 6k shares on-market at roughly €187 per share. This transaction amounted to 22% 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 €2.3m more than they bought in the last 12 months.Buy Or Sell Opportunity • Jan 27Now 21% overvaluedOver the last 90 days, the stock has fallen 9.0% to €191. The fair value is estimated to be €158, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 6.6%. For the next 3 years, revenue is forecast to grow by 7.2% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.Reported Earnings • Jan 21First quarter 2026 earnings released: EPS: US$2.55 (vs US$1.77 in 1Q 2025)First quarter 2026 results: EPS: US$2.55 (up from US$1.77 in 1Q 2025). Revenue: US$4.67b (up 22% from 1Q 2025). Net income: US$751.0m (up 42% from 1Q 2025). Profit margin: 16% (up from 14% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in Germany.공지 • Jan 21TE Connectivity plc Provides Earnings Guidance for the Second Quarter of Fiscal 2026TE Connectivity plc provided earnings guidance for the second quarter of fiscal 2026. For the quarter, the company expects sales of approximately $4.7 billion, an increase of 13% on a reported basis and 6% organically year over year.공지 • Jan 05TE Connectivity plc to Report Q1, 2026 Results on Jan 21, 2026TE Connectivity plc announced that they will report Q1, 2026 results Pre-Market on Jan 21, 2026Declared Dividend • Dec 25Fourth quarter dividend of US$0.71 announcedShareholders will receive a dividend of US$0.71. Ex-date: 20th February 2026 Payment date: 13th March 2026 Dividend yield will be 1.3%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (44% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 8.0% 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 grow by 60% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공지 • Dec 18TE Connectivity plc Declares a Regular Quarterly Cash Dividend, Payable on March 13, 2026TE Connectivity plc announced that its board of directors declared a regular quarterly cash dividend of $0.71 per ordinary share, payable on March 13, 2026, to shareholders of record at the close of business on February 20, 2026.Buy Or Sell Opportunity • Dec 11Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to €206. The fair value is estimated to be €171, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 5.3%. For the next 3 years, revenue is forecast to grow by 7.5% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.공지 • Dec 02TE Connectivity plc, Annual General Meeting, Mar 11, 2026TE Connectivity plc, Annual General Meeting, Mar 11, 2026. Location: conrad dublin, earlsfort terrace, dublin IrelandDeclared Dividend • Nov 14Fourth quarter dividend of US$0.71 announcedShareholders will receive a dividend of US$0.71. Ex-date: 21st November 2025 Payment date: 12th December 2025 Dividend yield will be 1.3%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (44% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 9.4% 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 grow by 59% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Nov 14Upcoming dividend of US$0.71 per shareEligible shareholders must have bought the stock before 21 November 2025. Payment date: 12 December 2025. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (1.9%).공지 • Nov 11TE Connectivity plc Appoints Ken Washington to the Board, Effective November 17, 2025The board of directors of TE Connectivity plc appointed Ken Washington to the board, effective November 17, 2025. Dr. Washington is retiring this month from Medtronic plc, where since 2023 he has served as senior vice president, chief technology & innovation officer. Prior to that, Dr. Washington served as vice president of software engineering, consumer robotics, Amazon Lab126 from 2021 until 2023. Previously he served as the chief technology officer, Ford Motor Company from 2017 to 2021 and he held various technical roles at Ford from 2014 to 2017. From 2007 to 2014, Dr. Washington worked for Lockheed Martin Corporation serving as vice president, advanced technology center, and first chief privacy officer. Dr. Washington also held various roles at Sandia National Laboratories for 21 years, including serving as chief information officer. Dr. Washington earned his bachelor's, master's and doctorate degrees in Nuclear Engineering from Texas A&M University.Reported Earnings • Oct 31Full year 2025 earnings released: EPS: US$6.21 (vs US$10.40 in FY 2024)Full year 2025 results: EPS: US$6.21 (down from US$10.40 in FY 2024). Revenue: US$17.3b (up 8.9% from FY 2024). Net income: US$1.84b (down 42% from FY 2024). Profit margin: 11% (down from 20% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Electronic industry in Germany.Valuation Update With 7 Day Price Move • Oct 29Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €210, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 21x in the Electronic industry in Germany. Total returns to shareholders of 60% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €129 per share.Declared Dividend • Oct 29Third quarter dividend of US$0.71 announcedShareholders will receive a dividend of US$0.71. Ex-date: 21st November 2025 Payment date: 12th December 2025 Dividend yield will be 1.2%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 9.4% 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 grow by 83% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공지 • Oct 29TE Connectivity plc Provides Earnings Guidance for the First Quarter of Fiscal Year 2026TE Connectivity plc provided earnings guidance for the first quarter of fiscal year 2026. For the quarter, the company expects sales of approximately $4.5 billion, up 17% on a reported basis and 11% organically year over year. GAAP EPS from continuing operations is expected to be approximately $2.33, an increase of 33% year over year.공지 • Oct 08TE Connectivity plc to Report Q4, 2025 Results on Oct 29, 2025TE Connectivity plc announced that they will report Q4, 2025 results Pre-Market on Oct 29, 2025Declared Dividend • Sep 14Third quarter dividend of US$0.71 announcedShareholders will receive a dividend of US$0.71. Ex-date: 21st November 2025 Payment date: 12th December 2025 Dividend yield will be 1.4%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 9.4% 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 grow by 82% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Valuation Update With 7 Day Price Move • Sep 11Investor sentiment improves as stock rises 29%After last week's 29% share price gain to €180, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 18x in the Electronic industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €131 per share.공지 • Sep 11TE Connectivity plc Declares Quarterly Cash Dividend, Payable on December 12, 2025TE Connectivity plc announced that its board of directors declared a regular quarterly cash dividend of $0.71 per ordinary share, payable on December 12, 2025, to shareholders of record at the close of business on November 21, 2025.공지 • Jul 23TE Connectivity plc Provides Earnings Guidance for the Fourth Quarter Ending September 26, 2005TE Connectivity plc provided earnings guidance for the fourth quarter ending September 26, 2005. For the quarter of fiscal 2025, the company expects net sales of approximately $4.55 billion, up 12% on a reported basis and 6% organically. GAAP EPS from continuing operations is expected to be approximately $2.18, an increase of more than 140% year over year.공지 • Jul 02TE Connectivity plc to Report Q3, 2025 Results on Jul 23, 2025TE Connectivity plc announced that they will report Q3, 2025 results Pre-Market on Jul 23, 2025Valuation Update With 7 Day Price Move • Jun 17Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €140, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 19x in the Electronic industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €173 per share.공지 • Jun 12TE Connectivity Declares Quarterly Cash Dividend, Payable on September 12, 2025TE Connectivity plc announced that its board of directors declared a regular quarterly cash dividend of $0.71 per ordinary share, payable on September 12, 2025, to shareholders of record at the close of business on August 22, 2025.공지 • Apr 24TE Connectivity plc Provides Earnings Guidance for the Third Quarter Ending June 27, 2025 of Fiscal Year 2025TE Connectivity plc provided earnings guidance for the Third Quarter ending June 27, 2025 of fiscal year 2025. For the third quarter of fiscal 2025, the company expects net sales of approximately $4.30 billion, up 8% year over year. GAAP EPS from continuing operations is expected to be approximately $2.02, up nearly 9% year over year. Organic net sales growth to be 5.1%.공지 • Apr 02TE Connectivity plc to Report Q2, 2025 Results on Apr 23, 2025TE Connectivity plc announced that they will report Q2, 2025 results Pre-Market on Apr 23, 2025공지 • Mar 14+ 1 more updateCredo Files AEC Patent Infringement Complaint Against Amphenol, Molex, TE Connectivity, and VolexCredo Technology Group Holding Ltd. has filed a complaint alleging patent infringement on March 13, 2025, asking the United States International Trade Commission to initiate an investigation against Amphenol Corporation, Molex LLC, TE Connectivity PLC, and Volex PLC and to block the importation of products that infringe Credo’s patents related to Active Electrical Cables (AECs). In addition, Credo is filing parallel complaints in Federal District Court alleging willful infringement as Credo provided notice of its patents to each of these companies in September 2023. The action against these companies reflects Credo’s commitment to protecting its foundational innovations in AEC technology. Since its founding in 2008, Credo has developed, created, and delivered to U.S. customers a variety of high-speed wired connectivity solutions in the data infrastructure market, including its series of distinctive purple HiWire AECs.Reported Earnings • Jan 27First quarter 2025 earnings released: EPS: US$1.77 (vs US$5.80 in 1Q 2024)First quarter 2025 results: EPS: US$1.77 (down from US$5.80 in 1Q 2024). Revenue: US$3.84b (flat on 1Q 2024). Net income: US$528.0m (down 71% from 1Q 2024). Profit margin: 14% (down from 47% in 1Q 2024). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Electronic industry in Germany.공지 • Jan 08TE Connectivity plc, Annual General Meeting, Mar 12, 2025TE Connectivity plc, Annual General Meeting, Mar 12, 2025. Location: conrad dublin, earlsfort terrace, dublin Ireland공지 • Jan 02TE Connectivity plc to Report Q1, 2025 Results on Jan 22, 2025TE Connectivity plc announced that they will report Q1, 2025 results at 9:30 AM, US Eastern Standard Time on Jan 22, 2025공지 • Nov 02TE Connectivity plc Provides Earnings Guidance for the First Quarter Ending December 27, 2024TE Connectivity plc provided earnings guidance for the first quarter ending December 27, 2024. For the first quarter of fiscal 2025, the company expects net sales of approximately $3.9 billion. GAAP EPS from continuing operations is expected to be $1.64.Reported Earnings • Nov 02Full year 2024 earnings released: EPS: US$10.40 (vs US$6.04 in FY 2023)Full year 2024 results: EPS: US$10.40 (up from US$6.04 in FY 2023). Revenue: US$15.8b (down 1.2% from FY 2023). Net income: US$3.19b (up 68% from FY 2023). Profit margin: 20% (up from 12% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany.이익 및 매출 성장 예측BST:BZ4 - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수9/30/202822,5983,9493,9975,21399/30/202721,2133,5503,6534,661179/30/202619,5863,1943,2054,263163/27/202618,6962,9083,3914,420N/A12/26/202518,0952,0663,1374,126N/A9/26/202517,2621,8433,2034,139N/A6/27/202516,5811,4552,8823,760N/A3/28/202516,0261,3902,7823,579N/A12/27/202415,8501,9182,9023,636N/A9/27/202415,8453,1942,7973,477N/A6/28/202415,8123,4712,9123,573N/A3/29/202415,8313,4262,6683,346N/A12/29/202316,0243,3102,5703,270N/A9/29/202316,0341,9042,4003,132N/A6/30/202316,3582,0592,1882,938N/A3/31/202316,4572,1231,9492,738N/A12/30/202216,3042,2581,7382,517N/A9/30/202216,2812,4271,7002,468N/A6/24/202215,7402,5131,5062,298N/A3/25/202215,4882,5021,6442,401N/A12/24/202115,2192,4471,8482,568N/A9/24/202114,9232,2551,9862,676N/A6/25/202114,3661,6892,0472,622N/A3/26/202113,0691,0501,7852,320N/A12/25/202012,526931,6952,221N/A9/25/202012,172-2591,4321,992N/A6/26/202012,211-1111,5322,150N/A3/27/202013,0527051,8042,461N/A12/27/201913,2691,586N/A2,536N/A9/27/201913,4481,946N/A2,422N/A6/28/201913,6573,244N/A2,468N/A3/29/201913,8492,939N/A2,577N/A12/28/201813,9993,000N/A2,398N/A9/28/201813,9882,584N/A2,451N/A6/29/201813,0071,206N/A2,400N/A3/30/201812,7931,185N/A2,123N/A12/29/201712,4581,101N/A2,267N/A9/29/201712,1851,540N/A2,321N/A6/30/201712,9891,681N/A2,132N/A3/31/201712,7432,040N/A2,327N/A12/30/201612,4682,023N/A1,961N/A9/30/201611,3521,847N/A1,947N/A6/24/201611,8901,640N/A1,887N/A3/25/201611,8871,200N/A1,765N/A12/25/201512,0171,127N/A2,008N/A9/25/201512,2331,238N/A1,930N/A6/26/201512,3211,716N/A2,038N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: BZ4 의 연간 예상 수익 증가율(10.5%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: BZ4 의 연간 수익(10.5%)이 German 시장(16.9%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: BZ4 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: BZ4 의 수익(연간 7.3%)이 German 시장(연간 6.5%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: BZ4 의 수익(연간 7.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: BZ4의 자본 수익률은 3년 후 25.6%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTech 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/07 11:45종가2026/05/07 00:00수익2026/03/27연간 수익2025/09/26데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스TE Connectivity plc는 36명의 분석가가 다루고 있습니다. 이 중 17명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Luke JunkBairdGuy HardwickBarclaysWamsi MohanBofA Global Research33명의 분석가 더 보기
공지 • Apr 22Te Connectivity plc Provides Earnings Guidance for the Third Quarter Ending June 26, 2026TE Connectivity plc provided earnings guidance for the Third Quarter ending June 26, 2026. For the quarter, the company expects sales of approximately $5 billion, an increase of 10% on a reported basis. GAAP Diluted EPS from continuing operations is expected to be approximately $2.44, an increase of 14% year over year.
공지 • Jan 21TE Connectivity plc Provides Earnings Guidance for the Second Quarter of Fiscal 2026TE Connectivity plc provided earnings guidance for the second quarter of fiscal 2026. For the quarter, the company expects sales of approximately $4.7 billion, an increase of 13% on a reported basis and 6% organically year over year.
공지 • Oct 29TE Connectivity plc Provides Earnings Guidance for the First Quarter of Fiscal Year 2026TE Connectivity plc provided earnings guidance for the first quarter of fiscal year 2026. For the quarter, the company expects sales of approximately $4.5 billion, up 17% on a reported basis and 11% organically year over year. GAAP EPS from continuing operations is expected to be approximately $2.33, an increase of 33% year over year.
공지 • Jul 23TE Connectivity plc Provides Earnings Guidance for the Fourth Quarter Ending September 26, 2005TE Connectivity plc provided earnings guidance for the fourth quarter ending September 26, 2005. For the quarter of fiscal 2025, the company expects net sales of approximately $4.55 billion, up 12% on a reported basis and 6% organically. GAAP EPS from continuing operations is expected to be approximately $2.18, an increase of more than 140% year over year.
공지 • Apr 24TE Connectivity plc Provides Earnings Guidance for the Third Quarter Ending June 27, 2025 of Fiscal Year 2025TE Connectivity plc provided earnings guidance for the Third Quarter ending June 27, 2025 of fiscal year 2025. For the third quarter of fiscal 2025, the company expects net sales of approximately $4.30 billion, up 8% year over year. GAAP EPS from continuing operations is expected to be approximately $2.02, up nearly 9% year over year. Organic net sales growth to be 5.1%.
공지 • Nov 02TE Connectivity plc Provides Earnings Guidance for the First Quarter Ending December 27, 2024TE Connectivity plc provided earnings guidance for the first quarter ending December 27, 2024. For the first quarter of fiscal 2025, the company expects net sales of approximately $3.9 billion. GAAP EPS from continuing operations is expected to be $1.64.
Reported Earnings • Apr 22Second quarter 2026 earnings released: EPS: US$2.92 (vs US$0.044 in 2Q 2025)Second quarter 2026 results: EPS: US$2.92 (up from US$0.044 in 2Q 2025). Revenue: US$4.74b (up 14% from 2Q 2025). Net income: US$855.0m (up US$842.0m from 2Q 2025). Profit margin: 18% (up from 0.3% in 2Q 2025). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Electronic industry in Germany.
공지 • Apr 22Te Connectivity plc Provides Earnings Guidance for the Third Quarter Ending June 26, 2026TE Connectivity plc provided earnings guidance for the Third Quarter ending June 26, 2026. For the quarter, the company expects sales of approximately $5 billion, an increase of 10% on a reported basis. GAAP Diluted EPS from continuing operations is expected to be approximately $2.44, an increase of 14% year over year.
Buy Or Sell Opportunity • Apr 09Now 22% overvaluedOver the last 90 days, the stock has fallen 1.5% to €195. The fair value is estimated to be €159, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 6.6%. For the next 3 years, revenue is forecast to grow by 7.3% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
공지 • Apr 01TE Connectivity plc to Report Q2, 2026 Results on Apr 22, 2026TE Connectivity plc announced that they will report Q2, 2026 results Pre-Market on Apr 22, 2026
공지 • Mar 28Credo Technology Group Holding Ltd and Te Connectivity Corporation Reach Settlement in Active Electrical Cable DisputesCredo Technology Group Holding Ltd. and TE Connectivity Corporation have reached a license and settlement agreement relating to AEC technology. Based on this agreement, all lawsuits between the two companies will be promptly dismissed. The terms of the agreement remain confidential.
공지 • Mar 12TE Connectivity plc Declares Regular Quarterly Cash Dividend, Payable on June 12, 2026TE Connectivity plc announced that its board of directors declared a regular quarterly cash dividend of $0.78 per ordinary share, payable on June 12, 2026, to shareholders of record at the close of business on May 22, 2026. This payment represents a 10% increase from the $0.71 per ordinary share quarterly dividend to be paid on March 13, 2026.
Upcoming Dividend • Feb 13Upcoming dividend of US$0.71 per shareEligible shareholders must have bought the stock before 20 February 2026. Payment date: 13 March 2026. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (1.5%).
Recent Insider Transactions • Feb 10Executive VP & General Counsel recently sold €1.2m worth of stockOn the 9th of February, John Jenkins sold around 6k shares on-market at roughly €187 per share. This transaction amounted to 22% 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 €2.3m more than they bought in the last 12 months.
Buy Or Sell Opportunity • Jan 27Now 21% overvaluedOver the last 90 days, the stock has fallen 9.0% to €191. The fair value is estimated to be €158, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 6.6%. For the next 3 years, revenue is forecast to grow by 7.2% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
Reported Earnings • Jan 21First quarter 2026 earnings released: EPS: US$2.55 (vs US$1.77 in 1Q 2025)First quarter 2026 results: EPS: US$2.55 (up from US$1.77 in 1Q 2025). Revenue: US$4.67b (up 22% from 1Q 2025). Net income: US$751.0m (up 42% from 1Q 2025). Profit margin: 16% (up from 14% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in Germany.
공지 • Jan 21TE Connectivity plc Provides Earnings Guidance for the Second Quarter of Fiscal 2026TE Connectivity plc provided earnings guidance for the second quarter of fiscal 2026. For the quarter, the company expects sales of approximately $4.7 billion, an increase of 13% on a reported basis and 6% organically year over year.
공지 • Jan 05TE Connectivity plc to Report Q1, 2026 Results on Jan 21, 2026TE Connectivity plc announced that they will report Q1, 2026 results Pre-Market on Jan 21, 2026
Declared Dividend • Dec 25Fourth quarter dividend of US$0.71 announcedShareholders will receive a dividend of US$0.71. Ex-date: 20th February 2026 Payment date: 13th March 2026 Dividend yield will be 1.3%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (44% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 8.0% 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 grow by 60% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공지 • Dec 18TE Connectivity plc Declares a Regular Quarterly Cash Dividend, Payable on March 13, 2026TE Connectivity plc announced that its board of directors declared a regular quarterly cash dividend of $0.71 per ordinary share, payable on March 13, 2026, to shareholders of record at the close of business on February 20, 2026.
Buy Or Sell Opportunity • Dec 11Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to €206. The fair value is estimated to be €171, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 5.3%. For the next 3 years, revenue is forecast to grow by 7.5% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
공지 • Dec 02TE Connectivity plc, Annual General Meeting, Mar 11, 2026TE Connectivity plc, Annual General Meeting, Mar 11, 2026. Location: conrad dublin, earlsfort terrace, dublin Ireland
Declared Dividend • Nov 14Fourth quarter dividend of US$0.71 announcedShareholders will receive a dividend of US$0.71. Ex-date: 21st November 2025 Payment date: 12th December 2025 Dividend yield will be 1.3%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (44% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 9.4% 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 grow by 59% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Nov 14Upcoming dividend of US$0.71 per shareEligible shareholders must have bought the stock before 21 November 2025. Payment date: 12 December 2025. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (1.9%).
공지 • Nov 11TE Connectivity plc Appoints Ken Washington to the Board, Effective November 17, 2025The board of directors of TE Connectivity plc appointed Ken Washington to the board, effective November 17, 2025. Dr. Washington is retiring this month from Medtronic plc, where since 2023 he has served as senior vice president, chief technology & innovation officer. Prior to that, Dr. Washington served as vice president of software engineering, consumer robotics, Amazon Lab126 from 2021 until 2023. Previously he served as the chief technology officer, Ford Motor Company from 2017 to 2021 and he held various technical roles at Ford from 2014 to 2017. From 2007 to 2014, Dr. Washington worked for Lockheed Martin Corporation serving as vice president, advanced technology center, and first chief privacy officer. Dr. Washington also held various roles at Sandia National Laboratories for 21 years, including serving as chief information officer. Dr. Washington earned his bachelor's, master's and doctorate degrees in Nuclear Engineering from Texas A&M University.
Reported Earnings • Oct 31Full year 2025 earnings released: EPS: US$6.21 (vs US$10.40 in FY 2024)Full year 2025 results: EPS: US$6.21 (down from US$10.40 in FY 2024). Revenue: US$17.3b (up 8.9% from FY 2024). Net income: US$1.84b (down 42% from FY 2024). Profit margin: 11% (down from 20% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Electronic industry in Germany.
Valuation Update With 7 Day Price Move • Oct 29Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €210, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 21x in the Electronic industry in Germany. Total returns to shareholders of 60% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €129 per share.
Declared Dividend • Oct 29Third quarter dividend of US$0.71 announcedShareholders will receive a dividend of US$0.71. Ex-date: 21st November 2025 Payment date: 12th December 2025 Dividend yield will be 1.2%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 9.4% 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 grow by 83% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공지 • Oct 29TE Connectivity plc Provides Earnings Guidance for the First Quarter of Fiscal Year 2026TE Connectivity plc provided earnings guidance for the first quarter of fiscal year 2026. For the quarter, the company expects sales of approximately $4.5 billion, up 17% on a reported basis and 11% organically year over year. GAAP EPS from continuing operations is expected to be approximately $2.33, an increase of 33% year over year.
공지 • Oct 08TE Connectivity plc to Report Q4, 2025 Results on Oct 29, 2025TE Connectivity plc announced that they will report Q4, 2025 results Pre-Market on Oct 29, 2025
Declared Dividend • Sep 14Third quarter dividend of US$0.71 announcedShareholders will receive a dividend of US$0.71. Ex-date: 21st November 2025 Payment date: 12th December 2025 Dividend yield will be 1.4%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 9.4% 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 grow by 82% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Valuation Update With 7 Day Price Move • Sep 11Investor sentiment improves as stock rises 29%After last week's 29% share price gain to €180, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 18x in the Electronic industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €131 per share.
공지 • Sep 11TE Connectivity plc Declares Quarterly Cash Dividend, Payable on December 12, 2025TE Connectivity plc announced that its board of directors declared a regular quarterly cash dividend of $0.71 per ordinary share, payable on December 12, 2025, to shareholders of record at the close of business on November 21, 2025.
공지 • Jul 23TE Connectivity plc Provides Earnings Guidance for the Fourth Quarter Ending September 26, 2005TE Connectivity plc provided earnings guidance for the fourth quarter ending September 26, 2005. For the quarter of fiscal 2025, the company expects net sales of approximately $4.55 billion, up 12% on a reported basis and 6% organically. GAAP EPS from continuing operations is expected to be approximately $2.18, an increase of more than 140% year over year.
공지 • Jul 02TE Connectivity plc to Report Q3, 2025 Results on Jul 23, 2025TE Connectivity plc announced that they will report Q3, 2025 results Pre-Market on Jul 23, 2025
Valuation Update With 7 Day Price Move • Jun 17Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €140, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 19x in the Electronic industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €173 per share.
공지 • Jun 12TE Connectivity Declares Quarterly Cash Dividend, Payable on September 12, 2025TE Connectivity plc announced that its board of directors declared a regular quarterly cash dividend of $0.71 per ordinary share, payable on September 12, 2025, to shareholders of record at the close of business on August 22, 2025.
공지 • Apr 24TE Connectivity plc Provides Earnings Guidance for the Third Quarter Ending June 27, 2025 of Fiscal Year 2025TE Connectivity plc provided earnings guidance for the Third Quarter ending June 27, 2025 of fiscal year 2025. For the third quarter of fiscal 2025, the company expects net sales of approximately $4.30 billion, up 8% year over year. GAAP EPS from continuing operations is expected to be approximately $2.02, up nearly 9% year over year. Organic net sales growth to be 5.1%.
공지 • Apr 02TE Connectivity plc to Report Q2, 2025 Results on Apr 23, 2025TE Connectivity plc announced that they will report Q2, 2025 results Pre-Market on Apr 23, 2025
공지 • Mar 14+ 1 more updateCredo Files AEC Patent Infringement Complaint Against Amphenol, Molex, TE Connectivity, and VolexCredo Technology Group Holding Ltd. has filed a complaint alleging patent infringement on March 13, 2025, asking the United States International Trade Commission to initiate an investigation against Amphenol Corporation, Molex LLC, TE Connectivity PLC, and Volex PLC and to block the importation of products that infringe Credo’s patents related to Active Electrical Cables (AECs). In addition, Credo is filing parallel complaints in Federal District Court alleging willful infringement as Credo provided notice of its patents to each of these companies in September 2023. The action against these companies reflects Credo’s commitment to protecting its foundational innovations in AEC technology. Since its founding in 2008, Credo has developed, created, and delivered to U.S. customers a variety of high-speed wired connectivity solutions in the data infrastructure market, including its series of distinctive purple HiWire AECs.
Reported Earnings • Jan 27First quarter 2025 earnings released: EPS: US$1.77 (vs US$5.80 in 1Q 2024)First quarter 2025 results: EPS: US$1.77 (down from US$5.80 in 1Q 2024). Revenue: US$3.84b (flat on 1Q 2024). Net income: US$528.0m (down 71% from 1Q 2024). Profit margin: 14% (down from 47% in 1Q 2024). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Electronic industry in Germany.
공지 • Jan 08TE Connectivity plc, Annual General Meeting, Mar 12, 2025TE Connectivity plc, Annual General Meeting, Mar 12, 2025. Location: conrad dublin, earlsfort terrace, dublin Ireland
공지 • Jan 02TE Connectivity plc to Report Q1, 2025 Results on Jan 22, 2025TE Connectivity plc announced that they will report Q1, 2025 results at 9:30 AM, US Eastern Standard Time on Jan 22, 2025
공지 • Nov 02TE Connectivity plc Provides Earnings Guidance for the First Quarter Ending December 27, 2024TE Connectivity plc provided earnings guidance for the first quarter ending December 27, 2024. For the first quarter of fiscal 2025, the company expects net sales of approximately $3.9 billion. GAAP EPS from continuing operations is expected to be $1.64.
Reported Earnings • Nov 02Full year 2024 earnings released: EPS: US$10.40 (vs US$6.04 in FY 2023)Full year 2024 results: EPS: US$10.40 (up from US$6.04 in FY 2023). Revenue: US$15.8b (down 1.2% from FY 2023). Net income: US$3.19b (up 68% from FY 2023). Profit margin: 20% (up from 12% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany.