TE Connectivity Delivers Record Q3: Sales Rise 14%, Adjusted EPS Climbs 22%, and Q4 Guidance Tops Consensus
TEL is trading near its 52-week low of $187 (6.3% above the low).
Summary
TE Connectivity reported record Q3 fiscal 2026 results with 14% sales growth and 22% adjusted EPS growth, guided Q4 above consensus, and announced a $1.4 billion acquisition of Astrodyne TDI.
Key Events · Earnings and Guidance · TEL
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Record Q3 Results
Net sales reached $5.16 billion, up 13.8% year-over-year (14% organic), while GAAP diluted EPS rose 19% to $2.55 from $2.14 a year ago. Adjusted EPS grew 22%.
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Q4 Guidance Above Consensus
The company expects Q4 net sales of approximately $5.25 billion, above the $5.16 billion consensus, and diluted EPS of approximately $2.84.
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$1.4 Billion Astrodyne TDI Acquisition
A definitive agreement was reached to acquire power and filter solutions maker Astrodyne TDI for approximately $1.4 billion in cash, with closing expected by the end of calendar 2026.
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AI-Driven Data Center Boom
Industrial Solutions segment sales surged 21.9%, led by a 34% organic increase in digital data networks, driven by artificial intelligence applications.
Analysis · TEL · Trade & Services
A standout quarter for TE Connectivity featured 14% organic sales growth and a 22% jump in adjusted EPS, fueled by surging demand in AI-related data networks and energy markets. Management guided Q4 sales to $5.25 billion, exceeding consensus, and announced a $1.4 billion acquisition of Astrodyne TDI, underscoring confidence in sustained momentum. The results reinforce the investment thesis of a high-quality industrial compounder executing well across secular growth trends.
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At the time of this filing, TEL was trading at $198.80 on NYSE in the Trade & Services sector, with a market capitalization of approximately $58B. The 52-week trading range was $187.00 to $252.56. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.