TE Connectivity plc

NYSE:TEL 주식 리포트

시가총액: US$60.2b

TE Connectivity 경영진

경영진 기준 점검 4/4

TE Connectivity CEO는 Terrence Curtin, Mar2017 에 임명되었습니다 의 임기는 9.17 년입니다. 총 연간 보상은 $18.33M, 7.6% 급여 및 92.4% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $24.52M 가치에 해당하는 회사 주식의 0.041% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 8.8 년과 7.7 년입니다.

핵심 정보

Terrence Curtin

최고경영자

US$18.3m

총 보수

CEO 급여 비율7.62%
CEO 재임 기간9.2yrs
CEO 지분 보유율0.04%
경영진 평균 재임 기간8.8yrs
이사회 평균 재임 기간7.7yrs

최근 경영진 업데이트

Recent updates

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).
Seeking Alpha Apr 21

TE Connectivity: Technological Uncertainty Limits The Near-Term AI Upside

Summary TE Connectivity is rated Hold at 22x FY2026 P/E, reflecting balanced AI growth prospects and automotive headwinds. AI-driven DDN revenue is projected to double from $1.4B in 2025 to over $3B by 2027, but technical uncertainty from CPO adoption looms. Transportation Solutions faces near-term stagnation, offset by rising content per vehicle and structural trends in electrification and ADAS. Strong FCF conversion and a solid balance sheet support TEL, but limited AI revenue contribution and sector risks temper upside. Read the full article on Seeking Alpha
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...
분석 기사 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...
분석 기사 May 16

TE Connectivity plc (NYSE:TEL) Stocks Shoot Up 26% But Its P/E Still Looks Reasonable

TE Connectivity plc ( NYSE:TEL ) shares have had a really impressive month, gaining 26% after a shaky period...

CEO 보수 분석

Terrence Curtin의 보수는 TE Connectivity의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 27 2026n/an/a

US$3b

Dec 26 2025n/an/a

US$2b

Sep 26 2025US$18mUS$1m

US$2b

Jun 27 2025n/an/a

US$1b

Mar 28 2025n/an/a

US$1b

Dec 27 2024n/an/a

US$2b

Sep 27 2024US$17mUS$1m

US$3b

Jun 28 2024n/an/a

US$3b

Mar 29 2024n/an/a

US$3b

Dec 29 2023n/an/a

US$3b

Sep 29 2023US$17mUS$1m

US$2b

Jun 30 2023n/an/a

US$2b

Mar 31 2023n/an/a

US$2b

Dec 30 2022n/an/a

US$2b

Sep 30 2022US$16mUS$1m

US$2b

Jun 24 2022n/an/a

US$3b

Mar 25 2022n/an/a

US$3b

Dec 24 2021n/an/a

US$2b

Sep 24 2021US$15mUS$1m

US$2b

Jun 25 2021n/an/a

US$2b

Mar 26 2021n/an/a

US$1b

Dec 25 2020n/an/a

US$93m

Sep 25 2020US$11mUS$1m

-US$259m

Jun 26 2020n/an/a

-US$111m

Mar 27 2020n/an/a

US$705m

Dec 27 2019n/an/a

US$2b

Sep 27 2019US$9mUS$1m

US$2b

보상 대 시장: Terrence의 총 보수(USD18.33M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.71M) 수준입니다.

보상과 수익: Terrence의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Terrence Curtin (57 yo)

9.2yrs
재임 기간
US$18,325,536
보수

Mr. Terrence R. Curtin, CPA, is Independent Director of Qnity Electronics, Inc since November 1, 2025. Mr. Curtin is the Chief Executive Officer of TE Connectivity Ltd. since March 08, 2017.Mr. Curtin ser...


리더십 팀

이름직위재임 기간보수지분
Terrence Curtin
CEO & Executive Director9.2yrsUS$18.33m0.041%
$ 24.5m
Heath Mitts
CFO, Executive VP & Executive Director9.7yrsUS$6.83m0.0092%
$ 5.5m
John Jenkins
Executive VP & General Counsel13.6yrsUS$3.74m0.0075%
$ 4.5m
Shadrak Kroeger
President of Industrial Solutions Segment8.5yrsUS$4.14m0.0089%
$ 5.4m
Aaron Stucki
President of Transportation Solutions1.6yrsUS$6.47m0.0091%
$ 5.4m
Jim Tobojka
Senior Vice President of Operations2.3yrs데이터 없음데이터 없음
Tony Leisher
SVP & Chief Information Officer1.3yrs데이터 없음데이터 없음
Sujal Shah
Vice President of Investor Relationsno data데이터 없음데이터 없음
Malavika Sagar
Senior VP & Chief Human Resources Officer3.3yrs데이터 없음0.0020%
$ 1.2m
Eric Resch
Senior Vice President18.9yrs데이터 없음데이터 없음
Jeanne Quirk
Senior Vice President of Mergers & Acquisitions11.2yrs데이터 없음데이터 없음
Bart A. Otten
Senior VP & GM of TE Connectivity - Energy Segmentno data데이터 없음데이터 없음
8.8yrs
평균 재임 기간
56yo
평균 나이

경험이 풍부한 관리: TEL의 경영진은 노련하고 경험이 풍부합니다(평균 재임 8.8 년).


이사회 구성원

이름직위재임 기간보수지분
Terrence Curtin
CEO & Executive Director10.2yrsUS$18.33m0.041%
$ 24.5m
Heath Mitts
CFO, Executive VP & Executive Director5.2yrsUS$6.83m0.0092%
$ 5.5m
Syaru Lin
Independent Director4.2yrsUS$348.36k0.0014%
$ 854.4k
Jean-Pierre Clamadieu
Independent Director3.2yrsUS$338.36k0.0016%
$ 950.6k
Carol Davidson
Independent Chairman10.2yrsUS$548.36k0.0061%
$ 3.7m
Laura Wright
Independent Director12.2yrsUS$378.36k0.0059%
$ 3.5m
Abhijit Talwalkar
Independent Director9.2yrsUS$363.36k0.0022%
$ 1.3m
Mark Trudeau
Independent Director10.2yrsUS$328.36k0.0024%
$ 1.5m
Lynn Dugle
Independent Director6.2yrsUS$358.36k0.0024%
$ 1.4m
William Jeffrey
Independent Director14.2yrsUS$383.36k0.0082%
$ 4.9m
Osama Eldessouky
Independent Director1.6yrsUS$353.36k0.00041%
$ 246.7k
Dawn Willoughby
Independent Director6.2yrsUS$338.36k0.0024%
$ 1.4m
7.7yrs
평균 재임 기간
62.5yo
평균 나이

경험이 풍부한 이사회: TEL의 이사회경험이 있음으로 간주됩니다(평균 재임 7.7 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/12 07:35
종가2026/05/12 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.

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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