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TE Connectivity
TE Connectivity (TEL) investor relations material
TE Connectivity Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary21 Jan, 2026
Executive summary
Q1 net sales reached $4.7 billion, up 22% year-over-year with 15% organic growth, driven by strong performance in both Industrial and Transportation segments and contributions from the Richards Manufacturing acquisition.
Adjusted EPS rose 33% year-over-year to $2.72, with GAAP EPS at $2.53; net income increased to $751 million.
Record quarterly orders of $5.1 billion, up 28% year-over-year and 9% sequentially, with a book-to-bill ratio of 1.1.
Free cash flow was $608 million, with nearly 100% returned to shareholders through buybacks and dividends.
Financial highlights
Net sales: $4.7 billion (Q1 FY2026) vs. $3.8 billion (Q1 FY2025), up 22% reported and 15% organically.
Adjusted operating margin expanded to 22.2%, up 180 basis points year-over-year; GAAP operating margin at 20.6%.
Adjusted EBITDA margin improved to 26.5% from 24.3% year-over-year.
Cash from operations: $865 million; free cash flow: $608 million.
Diluted EPS: $2.53 (GAAP), $2.72 (adjusted).
Outlook and guidance
Q2 sales expected at $4.7 billion, up 13% year-over-year (6% organic); adjusted EPS guidance is ~$2.65, up 20% year-over-year.
GAAP EPS for Q2 projected at $2.26.
Full-year sales growth expected to exceed 6–8% through-cycle target, with margin expansion and strong EPS growth.
CapEx expected to be ~6% of sales for FY2026, supporting AI program growth.
Guidance reflects positive FX impacts and continued benefit from recent acquisitions.
AI CapEx increase: capacity and margin impact?
Order momentum vs. Q2 guide: segment drivers?
ACL/ICT recovery: margin impact and drivers?
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Next TE Connectivity earnings date
Q2 202623 Apr, 2026
TE Connectivity
Next TE Connectivity earnings date
Q2 202623 Apr, 2026
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Frequently asked questions
TE Connectivity Ltd designs and manufactures connectivity and sensor solutions for a wide range of industries, including automotive, industrial equipment, data communication, aerospace, defense, and energy. The company’s products include connectors, relays, antennas, and heat shrink tubing. TE Connectivity Ltd primarily serves original equipment manufacturers and industrial customers worldwide. The company is headquartered in Schaffhausen, Switzerland, and its shares are listed on the NYSE.
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