TE Connectivity plc (TEL) Form 8-K — Oct 28, 2026
TE Connectivity reported record fiscal Q4 2026 results with net sales of $5.3 billion, up 12% reported and 13% organically, driven by strength in both Industrial and Transportation segments. Adjusted EPS of $3.14 rose 21% year over year, while GAAP diluted EPS of $3.10 jumped 39%. Orders of $6.1 billion surged 29% year over year with a book-to-bill of 1.14, and full-year orders hit a record $22.2 billion. The Industrial segment grew 26% for the year, with CEO Terrence Curtin citing customer AI investments driving demand from data centers to the energy grid.
Key figures
- Eps
- 3.1
- Revenue
- 5312
- Guidance
- Q1 FY27 sales ~$5.35B, up 15% Y/Y; GAAP EPS ~$3.04 (+20%); adjusted EPS ~$3.30 (+21%); FY27 organic sales growth similar to FY26
- Net Income
- 900
- Total Debt
- 5639
- Revenue Yoy
- 12% reported / 13% organic
- Total Assets
- 26672
- Cash Position
- 1697
- Q4 orders
- 6100000000
- Fy26 orders
- 22200000000
- Book to bill
- 1.14
- Fy26 revenue
- 19885000000
- Fy26 gaap eps
- 11.07
- Q4 adjusted eps
- 3.14
- Q4 orders growth
- 29% Y/Y
- Fy26 adjusted eps
- 11.52
- Q4 free cash flow
- 1241000000
- Fy26 orders growth
- 27%
- Fy26 free cash flow
- 3412000000
- Fy26 revenue growth
- 15% reported / 12% organic
- Q4 adjusted eps growth
- 21%
- Fy26 shareholder returns
- 2800000000
- Q4 adjusted operating margin
- 22.1%
- Fy26 bolt on acquisition commitment
- 1600000000
AI analysis
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