TE Connectivity plcNYSE: TEL
Information Technology · Electronic Manufacturing Services
$206.58
-2.40%
Vol: 2.6M
Research Digest
Friday, May 1, 2026
TE Connectivity surges 3.1% on Q2 beat with 15% revenue growth; 10% dividend increase but data center concerns persist.
TE Connectivity Q2 fiscal 2026 strong results: $4.7B in revenue, $2.73 adjusted EPS, delivering 15% sales growth and 24% earnings growth driven by AI and industrial demand. Announced 10% increase in quarterly cash dividend to $0.78. Shares sold off intraday on concerns about data center revenue flatness sequentially for second straight quarter and trajectory of AI growth. Management raised long-term growth target to 6-8% annually and expects to double AI/cloud business in two years.
Previous Market Intelligence
13 daysApr 30TE Connectivity delivered Q2 fiscal 2026 results above guidance with 15% sales growth and record $5.3B in orders (+25% YoY).Positive▶
TE Connectivity reported strong Q2 fiscal 2026 results with net sales of $4.74B (+15% YoY), GAAP diluted EPS of $2.90, and record adjusted EPS of $2.73 (+24% YoY). The company received record orders of $5.3B (+25% YoY). Analysts project 25.2% upside from current levels. The company announced a $0.78 dividend and acquired EV charging inlet assets from Phoenix Contact. Results were driven by AI and industrial demand with 13 analysts rating the stock a Strong Buy and average price target of $258.54.
Apr 16TE Connectivity Q1 FY2026 earnings beat; 39.5% EPS growth, 10% dividend increasePositive▶
TE Connectivity reported Q1 FY2026 adjusted EPS of $2.72 (+39.5% YoY) with strong orders and upbeat Q2 guidance. Company boosted quarterly dividend 10% to $0.78. Acquired EV charging inlet assets from Phoenix Contact. Named World's Most Ethical Company for 12th consecutive year. Stock performing strongly: +9.91% weekly, +15.92% monthly. Goldman Sachs price target $270 (from $306), UBS $272 (from $283). Analyst consensus Strong Buy with $258 price target (+15.68% upside).
Apr 15Q2 fiscal 2026 results scheduled April 22; Goldman Sachs maintains Buy but lowers price target to $270.Positive▶
TE Connectivity will report second quarter fiscal 2026 financial results on April 22. The company recently reported fiscal Q1 EPS of $2.72 on sales of $4.7 billion, beating expectations. Goldman Sachs maintained Buy rating on April 14 but lowered price target to $270. Strong order growth and a $3 billion credit line enhance liquidity. Analysts project 26.4% EPS growth with Strong Buy consensus and $258 average price target.
Apr 14TE Connectivity scheduled to report Q2 earnings on April 22; insider selling and supply chain pressures offset strong order growth.Neutral▶
TE Connectivity will report Q2 2026 results on April 22. Stock faced 7.89% drop due to supply chain concerns, though management reports strong order growth and $3 billion credit line. Insider Shadrak Kroeger sold 9,400 shares on April 8. Company positioned as growth story on projected earnings growth.
Apr 13TE Connectivity Q2 earnings due April 22; board approves $3B buyback and 10% dividend increase.Positive▶
TE Connectivity will report Q2 FY2026 results on April 22. Board increased quarterly dividend by 10% to $0.78/share and authorized a $3 billion share repurchase program. Insider Shadrak Kroeger sold 9,400 shares on April 8. Q1 2026 EPS of $2.72 beat consensus of $2.55 by $0.17, with strong order growth.
Apr 10TE Connectivity schedules Q2 earnings for April 22 while board authorizes $3B stock buyback.Neutral▶
TE Connectivity plc will report Q2 2026 results before market open on April 22, 2026. The board authorized a $3 billion share repurchase program and raised quarterly dividend from $0.71 to $0.78 per share. Stock faces supply chain concerns but shows strong order growth tied to AI and technology sectors.
Apr 9TE Connectivity surges 5.97% on dividend hike and strong Q1 earnings beatPositive▶
TE Connectivity reported Q1 FY2026 EPS of $2.72 on sales of $4.7 billion, beating Wall Street expectations of $2.54 EPS and $4.5 billion sales. The board approved a 10% dividend hike to $0.78 per share and expanded share repurchase authorization by $3 billion to $22.25 billion total. Stock rose 5.97% on April 8. Upcoming Q2 earnings on April 22, 2026. Analyst consensus: Outperform with $267.97 price target (+19.86% upside).
Apr 8TE Connectivity Mixed Signals; Q1 Earnings ScheduledNeutral▶
TE Connectivity faces mixed market conditions with a 7.89% recent drop due to supply chain concerns, balanced by strong order growth and liquidity. Stock price at $208.99, down 1.23% in 24 hours. Earnings report scheduled for April 29, 2026. Analysts rate TEL a Buy with average target of $261.58.
Apr 7TE Connectivity beats Q1 EPS estimates at $2.72 but faces supply chain headwinds and declining automotive demandMixed▶
TE Connectivity reported Q1 2026 EPS of $2.72, beating estimates of $2.55 by 6.67%. However, book-to-bill ratio declined to 1.02 from 1.05; automotive segment down 2.1% YoY. Supply chain concerns have pressured stock 7.89% recently but $3B credit line strengthens liquidity. Truist Securities raised price target to $244 from $240. Q2 results April 22.
Apr 6TE Connectivity raises dividend 10% and lifts buyback by $3B; strong Q1 earnings beat on AI demand.Positive▶
TE Connectivity reported fiscal Q1 2026 adjusted earnings of $2.72 per share (up 39.5% YoY) with higher revenue, stronger orders, and upbeat Q2 guidance. Board approved 10% dividend increase to $0.78 per share (from $0.71) and lifted share repurchase authorization by $3B to $22.25B total. Company resolved Credo Technology litigation with confidential license and settlement agreement, removing legal uncertainty. One-year total shareholder return of 53.14%, three-year return of 91.04%. Stock faces supply chain concerns with 7.89% recent drop but shows strong fundamentals. Q2 results scheduled April 22, 2026. Analyst consensus Buy with 12-month target of $261.58 (28.01% upside from $204.07).
Apr 3TE Connectivity reiterates buy at Jefferies (PT $250); strong Q1 FY26 beats with 39.5% EPS growth and $3B buyback.Positive▶
TE Connectivity reported strong fiscal Q1 2026 adjusted earnings of $2.72/share (39.5% YoY growth). Jefferies reiterated Buy rating with $250 price target. Company announced 10% dividend increase to $0.78 and $3 billion share buyback authorization. Legal settlement reached with Credo Technology. Q2 FY26 earnings scheduled for April 22.
Apr 2TE Connectivity Q2 fiscal 2026 results April 22; dividend raised 10% to $0.78Neutral▶
TE Connectivity to report Q2 fiscal 2026 results on April 22, 2026; increased dividend 10% to $0.78 in March.
Apr 1TE Connectivity announces 10% dividend increase to $0.78 and $3 billion share repurchase authorization after strong results.Positive▶
TE Connectivity announced a 10% increase in quarterly dividend to $0.78 and a $3.0 billion share repurchase authorization. Record fiscal Q3 net sales of $4.5 billion (up 14% YoY) with record adjusted EPS of $2.27 (up 19%). Named one of World's Most Ethical Companies for 12th consecutive year.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| TELTE | $206.58 | -2.40% | +0.9% | 16.8x | 1.26 | $61.8B |
| JBLJABIL | $341.75 | +1.26% | +26.2% | 23.2x | 1.16 | $35.6B |
| NVDANVIDIA | $198.66 | -0.46% | +12.3% | 17.8x | 2.33 | $4.85T |
| AAPLAPPLE | $280.06 | +3.21% | +4.8% | 28.9x | 1.11 | $3.98T |
| MSFTMICROSOFT | $414.02 | +1.53% | +9.4% | 21.2x | 1.11 | $3.03T |
| AVGOBROADCOM | $420.41 | +0.71% | +32.8% | 23.0x | 1.25 | $1.98T |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.