TEL (US)

We are raising our F2026/F2027E (Sept) EPS from $11.20/$12.45 to $11.45/$13.00 on TE Connectivity (TEL; $200.36; O/P) after the company produced a healthy FQ3 (Jun) “beat and raise”, which to our chagrin was met by…

This morning (6/23), the European Automotive Manufacturers Association released car registration data from the region for the month of May, which suggested demand for vehicles in European markets remained relatively solid, albeit at a somewhat…

We think investors should generally expect favorable Q1 results and guidance from the tech supply chain during CQ1 EPS season. Although, we think it reasonable to question, across a range of markets, if the ongoing…

We found more reasons to believe last week, especially after attending OFC in Los Angeles, that the recent 19% decline in the shares of TE Connectivity (TEL; $195.84; O/P), which came in less than a…