TE Connectivity Reports Q4 and Full-Year Fiscal 2026 Financial Results

Overview of Filing

On October 28, 2026, TE Connectivity plc (NYSE: TEL) filed a Current Report on Form 8-K under Item 2.02 (Results of Operations and Financial Condition), Item 7.01 (Regulation FD Disclosure), and Item 9.01 (Financial Statements and Exhibits), announcing financial results for its fiscal fourth quarter and full fiscal year ended September 25, 2026.

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Key Financial Highlights

Fourth Quarter Fiscal 2026

• Net Sales: Reached a record $5.31 billion, up 12% on a reported basis (13% organically year-over-year), driven by strength in Industrial and Transportation segments.
• Orders: $6.1 billion, increasing 29% year-over-year and 6% sequentially.
• Diluted EPS: GAAP diluted EPS from continuing operations reached $3.10 (+39% YoY); adjusted EPS was $3.14 (+21% YoY).
• Operating Margins: GAAP operating margin was 21%; adjusted operating margin was 22%.
• Cash Flow: Cash flow from operating activities was $1.5 billion, and free cash flow was $1.2 billion, with ~$800 million returned to shareholders.

Full Year Fiscal 2026

• Net Sales: $19.89 billion, up 15% reported and 12% organically year-over-year.
• Orders: $22.2 billion, up 27% year-over-year.
• Diluted EPS: GAAP diluted EPS was $11.07 (+80% YoY); adjusted EPS was $11.52 (+24% YoY).
• Cash Generation & Capital Return: Operating cash flow was $4.5 billion, with free cash flow of $3.4 billion. The company returned ~$2.8 billion to shareholders and committed $1.6 billion to bolt-on acquisitions in the Industrial segment.

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Fiscal Q1 2027 Outlook

• Net Sales: Projected at approximately $5.35 billion, up 15% reported and organic year-over-year.
• Diluted EPS: GAAP EPS projected at ~$3.04 (+20% YoY); adjusted EPS projected at ~$3.30 (+21% YoY).

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Insider Trading Significance

This report is an operational earnings disclosure (Form 8-K) and does not report any insider share transactions. Trading significance is assessed as Low from an insider transaction standpoint, though operationally material to market participants.