TE Connectivity Posts Record FY26: Sales $19.9B, Adjusted EPS $11.52, Guides Q1 FY27 EPS to $3.30
TEL is trading near its 52-week low of $190.27 (12% above the low) on elevated volume (2.0× avg).
Summary
TE Connectivity reported record fiscal 2026 results — $19.9B of sales, $11.52 adjusted EPS and $3.4B of free cash flow — and guided Q1 FY27 to ~$5.35B of sales and ~$3.30 adjusted EPS, with $22.2B of orders pointing to another year of double-digit growth.
Key Events · Earnings and Guidance · TEL
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Record Q4 and Full-Year Results
Q4 net sales were a record $5,312M, up 12% reported and 13% organically, with GAAP diluted EPS of $3.10 and adjusted EPS of $3.14, up 21%. Full-year sales reached $19,885M, up 15% reported and 12% organic, with adjusted EPS of $11.52, up 24%.
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Orders Point to FY27 Growth
Q4 orders of $6.1B rose 29% year over year and 6% sequentially, a 1.14 book-to-bill. Full-year orders of $22.2B were up 27%, and management expects FY27 organic sales growth similar to FY26.
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Q1 FY27 Guidance Set
Guides Q1 FY27 sales of approximately $5.35B, up 15% reported and organic, with GAAP EPS of about $3.04 and adjusted EPS of about $3.30, up 21% year over year.
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Industrial Segment Drives Growth
Industrial Solutions sales rose 20% in Q4 to $2,799M and 26% for the year, led by Digital Data Networks up 34% on AI demand and Energy up 12% in Q4. Transportation grew 8% to $2,600M on content outperformance.
Analysis · TEL · Trade & Services
TE closed fiscal 2026 with records across sales, orders, margin and cash, and the Q1 FY27 guide implies mid-teens sales growth with more than 20% EPS growth. The number that matters most is orders: $6.1B in Q4, up 29% year over year with a 1.14 book-to-bill, and $22.2B for the full year, up 27%. That backlog is what supports management's call for FY27 organic growth similar to FY26, so the guidance is backed by booked demand rather than optimism. Industrial Solutions did the heavy lifting, up 20% in Q4 and 26% for the year on AI data-center and energy-grid demand, while Transportation grew 8% on content gains. Cash generation of $3.4B in free cash flow funded $1.9B of buybacks, $869M of dividends and $212M of acquisitions, leaving $1.7B of cash against $5.6B of total debt. The main swing factor to watch is the Industrial/AI order run-rate holding up through FY27, since that segment now carries the growth story.
How filings like this one have moved
In the 30 days to Oct 28, 2026, 30.5% of the 1494 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.03%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, TEL was trading at $213.86 on NYSE in the Trade & Services sector, with a market capitalization of approximately $65.2B. The 52-week trading range was $190.27 to $252.56. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.