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TE Connectivity (TEL) investor relations material
TE Connectivity Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary29 Oct, 2025
Executive summary
Achieved record quarterly and full-year sales, earnings, and free cash flow, with Q4 sales up 17% and adjusted EPS up 25% year-over-year, driven by strong execution and strategic positioning in growth markets.
Orders reached $4.7B in Q4, up 22% year-over-year and 5% sequentially, with growth in both Transportation and Industrial segments.
Both transportation and industrial segments contributed to outperformance, with significant momentum in AI, energy, and data connectivity applications.
Continued operational resilience through global manufacturing investments and localization strategies.
Financial highlights
Q4 sales reached $4.75B, up 17% reported and 11% organically year-over-year, exceeding guidance.
Q4 adjusted EPS was $2.44, up 25% year-over-year; adjusted operating margin was 20%, up 130 bps.
Full-year sales were $17.3B, up 9% reported and 6% organically; adjusted EPS was $8.76, up 16%.
Free cash flow for the year was $3.2B, with over 100% conversion to adjusted net income.
Returned $2.2B to shareholders and deployed $2.6B for bolt-on acquisitions in FY25.
Outlook and guidance
Q1 FY26 sales expected at ~$4.5B, up 17% reported and 11% organically year-over-year.
Q1 adjusted EPS guidance is ~$2.53, representing 23% year-over-year growth; GAAP EPS expected at ~$2.33, up 33%.
Order levels support double-digit growth outlook for Q1 FY26.
Adjusted effective tax rate expected at ~22% for Q1 and ~23% for FY26.
Beginning Q1 FY26, non-GAAP reporting will exclude amortization expense on intangible assets.
Quantify AI/energy impact on Industrial growth.
What was the strategic focus of recent acquisitions?
Impact of non-GAAP change on FY26 EPS outlook?
Quantify FY26 AI revenue growth drivers
Impact of non-GAAP change on segment margins?
What drives 4-6% auto content growth?
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Next TE Connectivity earnings date
CMD 202520 Nov, 2025
Next TE Connectivity earnings date
CMD 202520 Nov, 2025
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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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