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TE Connectivity plcNYSE:TEL 주식 보고서

시가총액 US$62.3b
주가
US$213.41
US$263.32
19.0% 저평가 내재 할인율
1Y33.3%
7D5.2%
1D
포트폴리오 가치
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TE Connectivity plc

NYSE:TEL 주식 리포트

시가총액: US$62.3b

TE Connectivity (TEL) 주식 개요

TE Connectivity plc는 자회사와 함께 유럽, 중동, 아프리카, 아시아 태평양 및 미주 지역에서 연결 및 센서 솔루션을 제조 및 판매하고 있습니다. 자세히 보기

TEL 펀더멘털 분석
스노우플레이크 점수
가치 평가4/6
미래 성장2/6
과거 실적6/6
재무 건전성5/6
배당4/6

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TE Connectivity plc 경쟁사

가격 이력 및 성과

TE Connectivity 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$213.41
52주 최고가US$252.56
52주 최저가US$158.09
베타1.18
1개월 변동2.88%
3개월 변동0.67%
1년 변동33.32%
3년 변동69.01%
5년 변동53.14%
IPO 이후 변동449.32%

최근 뉴스 및 업데이트

내러티브 업데이트 May 30

TEL: Share Repurchases Will Support Upside As 2026 Outlook Strengthens

Analysts have reduced their price target on TE Connectivity from $272.00 to about $263.32, reflecting updated assumptions that include slightly lower revenue growth, a modestly higher discount rate, a somewhat stronger profit margin, and a lower future P/E multiple. What's in the News Issued earnings guidance for the third quarter ending June 26, 2026, with expected sales of approximately US$5b and GAAP diluted EPS from continuing operations of about US$2.44, which the company describes as 10% and 14% higher year over year respectively (company guidance).
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
내러티브 업데이트 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).

Recent updates

내러티브 업데이트 May 30

TEL: Share Repurchases Will Support Upside As 2026 Outlook Strengthens

Analysts have reduced their price target on TE Connectivity from $272.00 to about $263.32, reflecting updated assumptions that include slightly lower revenue growth, a modestly higher discount rate, a somewhat stronger profit margin, and a lower future P/E multiple. What's in the News Issued earnings guidance for the third quarter ending June 26, 2026, with expected sales of approximately US$5b and GAAP diluted EPS from continuing operations of about US$2.44, which the company describes as 10% and 14% higher year over year respectively (company guidance).
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
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...

주주 수익률

TELUS ElectronicUS 시장
7D5.2%1.8%1.6%
1Y33.3%97.5%28.5%

수익률 대 산업: TEL은 지난 1년 동안 97.5%의 수익을 기록한 US Electronic 산업보다 저조한 성과를 냈습니다.

수익률 대 시장: TEL은 지난 1년 동안 28.5%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.

주가 변동성

Is TEL's price volatile compared to industry and market?
TEL volatility
TEL Average Weekly Movement6.0%
Electronic Industry Average Movement9.2%
Market Average Movement7.2%
10% most volatile stocks in US Market16.8%
10% least volatile stocks in US Market3.0%

안정적인 주가: TEL는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: TEL의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
194180,000Terrence Curtinwww.te.com

TE Connectivity plc는 자회사와 함께 유럽, 중동, 아프리카, 아시아 태평양 및 미주 지역에서 연결 및 센서 솔루션을 제조 및 판매하고 있습니다. 이 회사는 운송 솔루션과 산업 솔루션이라는 두 가지 보고 가능한 부문을 통해 운영됩니다. 안테나, 애플리케이션 툴링, 케이블 어셈블리, 커넥터, 전자기 호환성/전자기 간섭 솔루션, 에너지 및 전력, 광섬유, 열 수축 튜브, 식별 및 라벨링, 의료 부품, 수동 부품, 릴레이 및 접촉기, 센서, 스위치, 단자 및 스플라이스, 전선 및 케이블, 전선 보호 및 관리 솔루션 등을 제공합니다.

TE Connectivity plc 기초 지표 요약

TE Connectivity의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
TEL 기초 통계
시가총액US$62.29b
순이익 (TTM)US$2.91b
매출 (TTM)US$18.70b
21.4x
주가수익비율(P/E)
3.3x
주가매출비율(P/S)

TEL는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
TEL 손익계산서 (TTM)
매출US$18.70b
매출원가US$11.95b
총이익US$6.74b
기타 비용US$3.84b
순이익US$2.91b

최근 보고된 실적

Mar 27, 2026

다음 실적 발표일

해당 없음

주당순이익(EPS)9.96
총이익률36.07%
순이익률15.55%
부채/자본 비율43.8%

TEL의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

배당

1.3%
현재 배당 수익률
29%
배당 성향

TEL는 안정적으로 배당을 지급합니까?

TEL 배당 기록 및 벤치마크 보기
다가오는 배당을 받으려면 언제까지 TEL를 매수해야 하나요?
TE Connectivity 배당 일정
배당락일May 22 2026
배당 지급일Jun 12 2026
배당락일까지 남은 일수10 days
배당 지급일까지 남은 일수11 days

TEL는 안정적으로 배당을 지급합니까?

TEL 배당 기록 및 벤치마크 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/31 21:36
종가2026/05/29 00:00
수익2026/03/27
연간 수익2025/09/26

데이터 소스

당사의 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 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

TE 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.

분석가기관
Luke JunkBaird
Guy HardwickBarclays
Wamsi MohanBofA Global Research