TE Connectivity delivers 12% sales increase and over 20% EPS growth in fiscal fourth quarter
TE Connectivity closed fiscal 2026 with record Q4 sales of $5.3 billion, up 12% reported and 13% organically, with adjusted EPS of $3.14 up 21% year over year. Q4 orders hit $6.1 billion, up 29% YoY, and full-year sales reached a record $19.9 billion, up 15%, with $3.4 billion of free cash flow and $2.8 billion returned to shareholders. The Industrial Solutions segment grew 26% for the year, fueled by AI-driven data center and energy demand, and the company committed $1.6 billion to bolt-on acquisitions broadening its optics and power filtering portfolios.
Key figures
- Eps
- 3.1
- Revenue
- 5312000000
- Guidance
- Q1 FY27 sales ~$5.35B (up 15% reported and organic YoY); GAAP EPS ~$3.04 (+20%); adjusted EPS ~$3.30 (+21%); FY27 organic sales growth similar to FY26
- Revenue Yoy
- 12%
- Fcf q4
- 1200000000
- Fy fcf
- 3400000000
- Fy orders
- 22200000000
- Orders q4
- 6100000000
- Fy revenue
- 19885000000
- Fy gaap eps
- 11.07
- Fy orders yoy
- 27%
- Orders yoy q4
- 29%
- Fy revenue yoy
- 15%
- Adjusted eps q4
- 3.14
- Fy adjusted eps
- 11.52
- Gaap eps yoy q4
- 39%
- Adjusted eps yoy q4
- 21%
- Capital returned q4
- 800000000
- Operating cash flow q4
- 1500000000
- Operating margin gaap q4
- 21%
- Adjusted operating margin q4
- 22%
- Industrial solutions growth fy
- 26%
AI analysis
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