TORVANTA
Information Technology · S&P 500 · data as of 2026-10-05

TEL stock analysis: TE Connectivity

TE Connectivity (TEL) is an S&P 500 company in Electronic Manufacturing Services. It grades strongest on value and weakest on profitability.

The model's view of TEL · subscribers

Where TEL ranks among the 1,500 U.S. stocks the model scores each trading day, its expected return, the evidence for and against it, and whether the model portfolio holds it. The grades below describe the company's data; they are not the model's view.

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What's happening with TEL · updated 2026-10-05 · from prices and SEC filings

TEL price performance

TEL against the S&P 500, one year
-10%+0%+10%+20%S&P 500 +18%TEL +2%2025-09-292026-10-05
Year to date-2.7%S&P 500 +14.5% · behind by 17.2 pts
1 year+0.5%S&P 500 +17.0% · behind by 16.5 pts
3 years+89.8%S&P 500 +89.3% · ahead by 0.6 pts
5 years+65.2%S&P 500 +91.3% · behind by 26.1 pts

Total returns with dividends reinvested.

TEL factor grades

Each grade compares TEL with the rest of its sector (A+ best, F worst); the numbers behind it are shown with the typical figure for its peers.

A-ValueP/E 21.4x (sector 36.5x)FCF yield 5.2% (sector 3.0%)
B-GrowthRevenue growth +17% (sector +18%)EPS growth +111% (sector +37%)
C-ProfitabilityOperating margin 19.7% (sector 23.7%)ROIC 17.3% (sector 20.3%)
C+Momentum12-month change +1%From 52-wk high -11%

TEL in plain numbers

TEL key statistics

SectorInformation Technology
IndustryElectronic Manufacturing Services
IndexS&P 500
Market value$63.4B
Revenue growth (y/y)+17%
Free-cash-flow yield5.2%
Dividend yield1.4%
Next earnings (expected)2026-10-28
Valuation measures
Market value$63.4B
Enterprise value$67.8B
P/E (trailing)21.4x
Forward P/E (Torvanta estimate)15.1x
PEG (Torvanta estimate)0.36
Price / sales3.3x
Price / book4.8x
EV / revenue3.5x
EV / EBITDA14.1x
Financial highlights
Revenue, last 12 months$19.3B
Net income, last 12 months$3.0B
EPS, last 12 months (GAAP)$10.21
Gross margin36.1%
Operating margin19.7%
Net margin15.6%
Return on equity23.5%
Return on invested capital17.3%
Cash$1.2B
Total debt$5.6B
Debt / equity0.43x
Free cash flow, last 12 months$3.3B
Interest cover31.3x
Current ratio1.88x

Company figures from its latest SEC filings; market value and returns from end-of-day prices.

TEL earnings trends

Revenue vs earnings
$0$1.3B$2.6B$3.9B$5.2BSep 2024 Revenue: $4.1BDec 2024 Revenue: $3.8BMar 2025 Revenue: $4.1BJun 2025 Revenue: $4.5BSep 2025 Revenue: $4.7BDec 2025 Revenue: $4.7BMar 2026 Revenue: $4.7BJun 2026 Revenue: $5.2BSep 2024 Net income: $276.0MDec 2024 Net income: $528.0MMar 2025 Net income: $13.0MJun 2025 Net income: $638.0MSep 2025 Net income: $663.0MDec 2025 Net income: $750.0MMar 2026 Net income: $855.0MJun 2026 Net income: $748.0MSep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Net margin: 6.8%Net margin: 13.8%Net margin: 0.3%Net margin: 14.1%Net margin: 14.0%Net margin: 16.1%Net margin: 18.0%Net margin: 14.5%0%9%18%■ Revenue ■ Net income ━ Net margin
Earnings per share$0.0$0.7$1.5$2.2$2.9Sep 2024 EPS (GAAP, diluted): $0.9Dec 2024 EPS (GAAP, diluted): $1.8Mar 2025 EPS (GAAP, diluted): $0.0Jun 2025 EPS (GAAP, diluted): $2.1Sep 2025 EPS (GAAP, diluted): $2.2Dec 2025 EPS (GAAP, diluted): $2.5Mar 2026 EPS (GAAP, diluted): $2.9Jun 2026 EPS (GAAP, diluted): $2.6Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026■ EPS (GAAP, diluted) Change from a year earlier: Sep 2025 +142% · Dec 2025 +45% · Mar 2026 +7150% · Jun 2026 +19%

From the company's 10-Q and 10-K filings with the SEC.

TE Connectivity financials (from SEC filings)

Fiscal yearFY2021FY2022FY2023FY2024FY2025
Revenue$14.9B$16.3B$16.0B$15.8B$17.3B
Net income$2.3B$2.4B$1.9B$3.2B$1.8B
EPS (GAAP)$6.77$7.47$6.03$10.29$6.16
Free cash flow$2.0B$1.7B$2.4B$2.8B$3.2B

TEL earnings history

ReportedEPS (GAAP)EPS y/yRevenue y/yStock vs S&P 500, 2 days
2026-07-22$2.55+19%+14%-3.5%
2026-04-22$2.90+7150%+15%-11.1%
2026-01-21$2.53+45%+22%-2.5%
2025-10-29$2.23+142%+17%+4.0%
2025-07-23$2.14+15%+14%+13.0%
2025-04-23$0.04-98%+4%+3.9%

About TE Connectivity

HeadquartersGalway
Industry (SEC code)Wholesale-Electronic Parts & Equipment, Nec
Fiscal year endsSeptember 25
Listed onNYSE
FormerlyTE Connectivity Ltd., Tyco Electronics Ltd.

From the company's SEC registration record.

Companies similar to TEL

CompanyMarket valueP/ERevenue growthOperating margin12-month change
TEL TE Connectivity$63.4B21.4x+17%19.7%+1%
ALAB Astera Labs$62.9B179.4x+98%22.8%+81%compare
COHR Coherent Corp.$65.3B81.0x+23%n/a+194%compare
KEYS Keysight$65.4B52.6x+26%20.3%+122%compare
NXPI NXP Semiconductors$61.1B23.2x+2%30.4%+8%
TER Teradyne$69.5B61.1x+58%30.2%+206%
CIEN Ciena$55.3B87.0x+33%12.3%+157%

All Information Technology stock ratings

Frequently asked questions

Is TEL stock a buy?

Torvanta does not tell individuals what to buy. Its grades for TEL are shown above. Subscribers see the model's rank, expected return and whether the model portfolio holds it. This is research, not a recommendation.

What is TEL's P/E ratio?

TEL trades at about 21.4 times its last 12 months of GAAP earnings reported to the SEC, and about 15.1 times Torvanta's own estimate of the next 12 months.

When does TEL report earnings next?

Based on its filing history, Torvanta expects TE Connectivity to report around 2026-10-28.

Does TEL pay a dividend?

Yes. Its dividend yield is about 1.4%, and it has raised its dividend 10 years in a row.

How has TEL performed against the S&P 500?

Over the past year TEL returned +0.5%, against +17.0% for the S&P 500, dividends reinvested.

See the model's view

Subscribers get the model's rank and expected return for every covered company, the reasoning behind each, and the Torvanta model portfolio's trades each trading day, sized and explained, at three risk levels.

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Torvanta is research only - not investment advice and not a recommendation to buy or sell any security. Grades describe a company's reported data against its sector; they are not the model's view, change as data changes and can be wrong. Financial figures come from the company's SEC filings; returns include reinvested dividends. Past performance does not predict future results.

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