Latest revenue
$4.74B
as of 2026-03-27
Latest net income
—
as of 2026-03-27
Net margin
—
as of 2026-03-27
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $59.19B
- Enterprise value
- $63.74B
- P/E (trailing)
- 32.1×
- Forward P/E
- —
- P/B
- 4.75×
- Dividend yield
- 1.4%
- 52-wk high
- $252.56
- 52-wk low
- $158.09
- Beta
- —
- Shares out
- 291.9M
5-year trend
What this company does
TE Connectivity designs and manufactures electrical connectors, sensors, and interconnect systems used in cars, factories, data centers, aircraft, and medical devices. It earns revenue by selling these components to original equipment manufacturers, with sales reaching $9.4 billion in the first half of fiscal 2026, up 18% year-over-year. Profits surged after lapping a large prior-year tax charge, while the company is buying back stock aggressively and absorbing higher interest costs from increased long-term debt.
Generated from TEL's filing dated 2025-11-10
Key risks
- Leverage rising: long-term debt grew to $5.55B from $4.84B while cash fell to $1.11B; interest expense more than doubled YoY to $32M quarterly.
- Inventory build of $296M (to $2.99B) since September outpaces sales growth, signaling potential demand softening or channel overstock risk.
- Prior-year $742M tax charge highlights ongoing tax exposure tied to Ireland redomiciliation; $504M income tax liabilities and deferred tax assets remain sensitive to rule changes.
Generated from TEL's filing dated 2025-11-10
Profitability
Gross margin
35.2%
2.3%Operating margin
18.6%
5.4%Net margin
10.7%
47.0%Return on assets
7.3%
47.4%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-27 | $4.74B | +14.5% | — | — | — |
Q4 2025 2025-12-26 | $4.67B | +21.7% | — | — | — |
Q3 2025 2025-09-26 | $4.75B | +16.7% | — | — | — |
Q2 2025 2025-06-27 | $4.53B | +13.9% | — | — | — |
Q1 2025 2025-03-28 | $4.14B | +4.4% | — | — | — |
Q4 2024 2024-12-27 | $3.84B | +0.1% | — | — | — |
Q3 2024 2024-09-27 | $4.07B | — | — | — | — |
Q2 2024 2024-06-28 | $3.98B | -0.5% | — | — | — |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Wholesale-Electronic Parts & Equipment, NEC · SIC 5065
Your notes
Keep private notes on TEL — thesis, target price, catalysts to watch.
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Insider activity
Insider buying
$0
Insider selling
$122.9M
Net activity
−$122.9M
Distinct insiders
7
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns TEL
Institutional value
$18.58B
Total shares held
91.5M
Distinct holders
737
As of
2026-03-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 19.0M | $3.98B | — | New |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 16.6M | $3.47B | — | New |
| 3 | Bank of New York Mellon Corp | 3.7M | $764.3M | — | New |
| 4 | Invesco Ltd. | 3.2M | $659.0M | — | New |
| 5 | DIMENSIONAL FUND ADVISORS LP | 3.0M | $618.1M | — | New |
| 6 | Legal & General Group Plc | 2.5M | $521.3M | — | New |
| 7 | Allianz Asset Management GmbH | 1.9M | $396.3M | — | New |
| 8 | Robeco Institutional Asset Management B.V. | 1.9M | $388.4M | — | New |
| 9 | WELLS FARGO & COMPANY/MN | 1.7M | $356.0M | — | New |
| 10 | CIBC Bancorp USA Inc. | 1.6M | $337.8M | — | New |
| 11 | VANGUARD FIDUCIARY TRUST CO | 1.6M | $337.7M | — | New |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 1.5M | $304.4M | — | New |
| 13 | UBS Group AG | 1.3M | $269.6M | — | New |
| 14 | HSBC HOLDINGS PLC | 1.1M | $232.7M | — | New |
| 15 | National Pension Service | 1.1M | $224.7M | — | New |
| 16 | Swiss National Bank | 863.4K | $180.5M | — | New |
| 17 | California Public Employees Retirement System | 854.9K | $178.7M | — | New |
| 18 | Nuveen, LLC | 851.4K | $178.0M | — | New |
| 19 | LOS ANGELES CAPITAL MANAGEMENT LLC | 830.7K | $173.6M | — | New |
| 20 | BNP PARIBAS FINANCIAL MARKETS | 783.8K | $163.8M | — | New |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
- 1
Gross margin expanded to 36.8% with operating margin near 20%—how much is sustainable versus transitory tariff pass-through or mix benefit reversing in 2H?
- 2
Inventories rose to $3.0B against only 14% sales growth; are you building for AI/datacenter demand or seeing channel restocking that risks a correction?
- 3
Long-term debt jumped to $5.55B while you repurchased $818M of stock—what's the leverage ceiling and how does this affect M&A capacity?
Refreshed when TEL files a new report · last from 2025-11-10