TE Connectivity 향후 성장
Future 기준 점검 2/6
TE 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 정보
10.5%
이익 성장률
12.20%
EPS 성장률
| Electronic 이익 성장 | 22.8% |
| 매출 성장률 | 7.3% |
| 향후 자기자본이익률 | 25.62% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 24 Apr 2026 |
최근 향후 성장 업데이트
Recent updates
TE Connectivity: Technological Uncertainty Limits The Near-Term AI Upside
Apr 21
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.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.
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.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).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.
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).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.We Think TE Connectivity (NYSE:TEL) Can Manage Its Debt With Ease
Jan 10
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.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).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.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.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.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.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).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.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.TE Connectivity plc (NYSE:TEL) Shares Could Be 34% Above Their Intrinsic Value Estimate
Aug 21
After Leaping 25% TE Connectivity plc (NYSE:TEL) Shares Are Not Flying Under The Radar
Jul 29Is It Too Late To Consider Buying TE Connectivity plc (NYSE:TEL)?
Jul 13Returns At TE Connectivity (NYSE:TEL) Are On The Way Up
Jun 27Is TE Connectivity (NYSE:TEL) Using Too Much Debt?
May 31TE Connectivity plc (NYSE:TEL) Stocks Shoot Up 26% But Its P/E Still Looks Reasonable
May 16이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 9/30/2028 | 22,598 | 3,949 | 3,997 | 5,213 | 9 |
| 9/30/2027 | 21,213 | 3,550 | 3,653 | 4,661 | 17 |
| 9/30/2026 | 19,586 | 3,194 | 3,205 | 4,263 | 16 |
| 3/27/2026 | 18,696 | 2,908 | 3,391 | 4,420 | N/A |
| 12/26/2025 | 18,095 | 2,066 | 3,137 | 4,126 | N/A |
| 9/26/2025 | 17,262 | 1,843 | 3,203 | 4,139 | N/A |
| 6/27/2025 | 16,581 | 1,455 | 2,882 | 3,760 | N/A |
| 3/28/2025 | 16,026 | 1,390 | 2,782 | 3,579 | N/A |
| 12/27/2024 | 15,850 | 1,918 | 2,902 | 3,636 | N/A |
| 9/27/2024 | 15,845 | 3,194 | 2,797 | 3,477 | N/A |
| 6/28/2024 | 15,812 | 3,471 | 2,912 | 3,573 | N/A |
| 3/29/2024 | 15,831 | 3,426 | 2,668 | 3,346 | N/A |
| 12/29/2023 | 16,024 | 3,310 | 2,570 | 3,270 | N/A |
| 9/29/2023 | 16,034 | 1,904 | 2,400 | 3,132 | N/A |
| 6/30/2023 | 16,358 | 2,059 | 2,188 | 2,938 | N/A |
| 3/31/2023 | 16,457 | 2,123 | 1,949 | 2,738 | N/A |
| 12/30/2022 | 16,304 | 2,258 | 1,738 | 2,517 | N/A |
| 9/30/2022 | 16,281 | 2,427 | 1,700 | 2,468 | N/A |
| 6/24/2022 | 15,740 | 2,513 | 1,506 | 2,298 | N/A |
| 3/25/2022 | 15,488 | 2,502 | 1,644 | 2,401 | N/A |
| 12/24/2021 | 15,219 | 2,447 | 1,848 | 2,568 | N/A |
| 9/24/2021 | 14,923 | 2,255 | 1,986 | 2,676 | N/A |
| 6/25/2021 | 14,366 | 1,689 | 2,047 | 2,622 | N/A |
| 3/26/2021 | 13,069 | 1,050 | 1,785 | 2,320 | N/A |
| 12/25/2020 | 12,526 | 93 | 1,695 | 2,221 | N/A |
| 9/25/2020 | 12,172 | -259 | 1,432 | 1,992 | N/A |
| 6/26/2020 | 12,211 | -111 | 1,532 | 2,150 | N/A |
| 3/27/2020 | 13,052 | 705 | 1,804 | 2,461 | N/A |
| 12/27/2019 | 13,269 | 1,586 | N/A | 2,536 | N/A |
| 9/27/2019 | 13,448 | 1,946 | N/A | 2,422 | N/A |
| 6/28/2019 | 13,657 | 3,244 | N/A | 2,468 | N/A |
| 3/29/2019 | 13,849 | 2,939 | N/A | 2,577 | N/A |
| 12/28/2018 | 13,999 | 3,000 | N/A | 2,398 | N/A |
| 9/28/2018 | 13,988 | 2,584 | N/A | 2,451 | N/A |
| 6/29/2018 | 13,007 | 1,206 | N/A | 2,400 | N/A |
| 3/30/2018 | 12,793 | 1,185 | N/A | 2,123 | N/A |
| 12/29/2017 | 12,458 | 1,101 | N/A | 2,267 | N/A |
| 9/29/2017 | 12,185 | 1,540 | N/A | 2,321 | N/A |
| 6/30/2017 | 12,989 | 1,681 | N/A | 2,132 | N/A |
| 3/31/2017 | 12,743 | 2,040 | N/A | 2,327 | N/A |
| 12/30/2016 | 12,468 | 2,023 | N/A | 1,961 | N/A |
| 9/30/2016 | 11,352 | 1,847 | N/A | 1,947 | N/A |
| 6/24/2016 | 11,890 | 1,640 | N/A | 1,887 | N/A |
| 3/25/2016 | 11,887 | 1,200 | N/A | 1,765 | N/A |
| 12/25/2015 | 12,017 | 1,127 | N/A | 2,008 | N/A |
| 9/25/2015 | 12,233 | 1,238 | N/A | 1,930 | N/A |
| 6/26/2015 | 12,321 | 1,716 | N/A | 2,038 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: TEL 의 연간 예상 수익 증가율(10.5%)이 saving rate(3.4%)보다 높습니다.
수익 vs 시장: TEL 의 연간 수익(10.5%)이 US 시장(15.8%)보다 느리게 성장할 것으로 예상됩니다.
고성장 수익: TEL 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: TEL 의 수익(연간 7.3%)이 US 시장(연간 11%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: TEL 의 수익(연간 7.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: TEL의 자본 수익률은 3년 후 25.6%로 높을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/04/30 15:32 |
| 종가 | 2026/04/30 00:00 |
| 수익 | 2026/03/27 |
| 연간 수익 | 2025/09/26 |
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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 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 가이드와 YouTube 튜토리얼도 제공합니다.
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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.
| 분석가 | 기관 |
|---|---|
| Luke Junk | Baird |
| Guy Hardwick | Barclays |
| Wamsi Mohan | BofA Global Research |