TE Connectivity (TEL)

We reiterate our Outperform and $290 price target on the shares of TE Connectivity (TEL; $231.00) after its FQ1 (Dec) EPS handily exceeded expectations ($2.72 vs. our $2.53 and consensus of $2.54), albeit with “only”…

TE Connectivity (TEL; $233.27; O/P) reported FQ1 (Dec) non-GAAP EPS of $2.72, which comfortably beat our $2.53 estimate and the Street’s $2.54 on sales upside ($4,669mm vs. our $4,500mm and consensus of $4,522mm). By comparison,…

We reiterate our Outperform and $290 target on the shares of TE Connectivity (TEL; $241.24) ahead of its FQ1 (Dec) results and guidance, which are scheduled for Wednesday, January 21st (before market). We believe the…

We reiterate our Outperform rating and $290 price target on the shares of TE Connectivity (TEL; $213.78) after attending the company’s Investor Day yesterday (11/20) in Philadelphia where we heard presentations from a range of…

We raise F2026E (Sept) EPS for TE Connectivity (TEL; $240.76; O/P) from $10.05 to $10.55 (+14% YoY) on an apples-to-apples basis for the new exclusion of intangible amortization expense (and its tax effects) in its…

TE Connectivity (TEL; $236.54; O/P) reported FQ4 (Sep) non-GAAP EPS of $2.44, which comfortably beat our $2.28 and the Street’s $2.29 on healthy sales upside ($4,749mm vs. our $4,562mm and consensus of $4,579mm). By comparison,…

We expect TE Connectivity’s (TEL; $223.16; O/P) results and outlook from its FQ4 (Sep) print, scheduled for Wednesday, October 29th (before market), to more than live up to Street expectations, given conservatism in guidance for…

We attended the RE+ 2025 conference this week in Las Vegas, where we had a chance to stop by TE Connectivity’s (TEL; $209.82; O/P) trade show booth, which further highlighted recent advancements around the company’s…

We are raising our F2025/F2026E (Sept) EPS for TE Connectivity (TEL; $202.04; O/P) from $8.20/$8.75 to $8.60/$9.45 and reiterating our Outperform rating on the shares after the company offered up a healthy “beat and raise”,…

TE Connectivity (TEL; $180.47; O/P) reported FQ3 (Jun) non-GAAP EPS of $2.27, which comfortably beat our $2.05 and the Street’s $2.08 on better-than-expected sales ($4,534mm vs. our $4,300mm and consensus of $4,323mm) and margins. By…

We expect a solid “beat and raise” from TE Connectivity (TEL; $176.38; O/P) when it reports FQ3 (Jun) results and outlook next Wednesday (7/23 before market) due to the company’s initial conservatism around the potential…

We are raising our target on the shares of TE Connectivity (TEL; $166.39; O/P) from an outdated $160 to $190, which assumes just a market multiple of ~21X our relatively more conservative C2026E EPS despite…

We raise F2025/F2026E (Sept) EPS back up for TE Connectivity (TEL; $136.06; O/P) from our recently lowered $7.95/$8.40 to $8.20/$8.75 after it produced a healthy FQ2 (Mar) beat with solid guidance that reflected some better-than-expected…

TE Connectivity (TEL; $133.45; O/P) reported FQ2 (Mar) non-GAAP EPS of $2.10, which handily beat our $1.95 and the Street’s $1.96 on better-than-expected sales ($4,143mm vs. our $3,950mm and the Street’s $3,970mm). By comparison, TEL’s…

We reduce our F2025/F2026E (Sept) EPS from $8.10/$8.90 to $7.95/$8.40 for TE Connectivity (TEL; $127.35; O/P), ahead of its FQ2 (Mar) results and guidance, scheduled for April 23rd (before market). Our “first stab” to consider…