Loading...
TEL logo

TE Connectivity plcNYSE:TEL Stock Report

Market Cap US$60.2b
Share Price
US$206.12
US$220
6.3% undervalued intrinsic discount
1Y28.0%
7D0.4%
Portfolio Value
View

TE Connectivity plc

NYSE:TEL Stock Report

Market Cap: US$60.2b

TEL Community Fair Values

Create Narrative

See what 21 others think this stock is worth. Follow their fair value or set your own to get alerts.

TE Connectivity plc Competitors

Price History & Performance

Summary of share price highs, lows and changes for TE Connectivity
Historical stock prices
Current Share PriceUS$206.12
52 Week HighUS$252.56
52 Week LowUS$154.86
Beta1.18
1 Month Change-10.30%
3 Month Change-8.71%
1 Year Change28.04%
3 Year Change69.08%
5 Year Change53.64%
Change since IPO430.55%

Recent News & Updates

Narrative Update 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

Recent updates

Narrative Update 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
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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).
Narrative Update 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.
Narrative Update 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).
Narrative Update 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.
Analysis Article 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...
Narrative Update 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.
Narrative Update 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).
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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).
Narrative Update 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.
Narrative Update 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.
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...

Shareholder Returns

TELUS ElectronicUS Market
7D0.4%5.5%2.6%
1Y28.0%91.8%26.2%

Return vs Industry: TEL underperformed the US Electronic industry which returned 100.5% over the past year.

Return vs Market: TEL underperformed the US Market which returned 31.1% over the past year.

Price Volatility

Is TEL's price volatile compared to industry and market?
TEL volatility
TEL Average Weekly Movement6.2%
Electronic Industry Average Movement8.9%
Market Average Movement7.2%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

Stable Share Price: TEL has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: TEL's weekly volatility (6%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
194180,000Terrence Curtinwww.te.com

TE Connectivity plc, together with its subsidiaries, manufactures and sells connectivity and sensor solutions in Europe, the Middle East, Africa, the Asia–Pacific, and the Americas. The company operates through two reportable segments, Transportation Solutions and Industrial Solutions. It provides antennas, application tooling, cable assemblies, connectors, electromagnetic compatibility/electromagnetic interference solutions, energy and power, fiber optics, heat shrink tubing, identification and labeling, medical components, passive components, relays and contactors, sensors, switches, terminals and splices, wires and cables, and wire protection and management solutions.

TE Connectivity plc Fundamentals Summary

How do TE Connectivity's earnings and revenue compare to its market cap?
TEL fundamental statistics
Market capUS$60.19b
Earnings (TTM)US$2.91b
Revenue (TTM)US$18.70b
20.7x
P/E Ratio
3.2x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
TEL income statement (TTM)
RevenueUS$18.70b
Cost of RevenueUS$11.95b
Gross ProfitUS$6.74b
Other ExpensesUS$3.84b
EarningsUS$2.91b

Last Reported Earnings

Mar 27, 2026

Next Earnings Date

n/a

Earnings per share (EPS)9.96
Gross Margin36.07%
Net Profit Margin15.55%
Debt/Equity Ratio43.8%

How did TEL perform over the long term?

See historical performance and comparison

Dividends

1.4%
Current Dividend Yield
29%
Payout Ratio

Does TEL pay a reliable dividends?

See TEL dividend history and benchmarks
When do you need to buy TEL by to receive an upcoming dividend?
TE Connectivity dividend dates
Ex Dividend DateMay 22 2026
Dividend Pay DateJun 12 2026
Days until Ex dividend10 days
Days until Dividend pay date31 days

Does TEL pay a reliable dividends?

See TEL dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/11 06:19
End of Day Share Price 2026/05/11 00:00
Earnings2026/03/27
Annual Earnings2025/09/26

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

TE Connectivity plc is covered by 36 analysts. 17 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Luke JunkBaird
Guy HardwickBarclays
Wamsi MohanBofA Global Research