)
Visual
earnings real time
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?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Latest summaries
- TimeTickerHeadlineOpen
- SOI
Q3 revenue €160m, up 18% sequentially, Edge & Cloud AI up 27%, Q4 set for 20% growth. - IFX
Q1 2026 revenue rose 7% year-over-year, driven by AI demand and increased investments. - ELS
2025 revenue soared 11x to $23M, with strong cash, major contracts, and a robust 2026 outlook. - V2RETAIL
Q3 FY26 saw 57% revenue and 99% PAT growth, with robust expansion and capital infusion. - UBSG
Net profit surged 53% in FY25, with integration and cost savings driving strong results. - 524348
Q3 FY26 revenue up 8% and PAT up 58%, with margin recovery and new projects ramping up. - BOTX
Record gold output and profit, with investments driving strong growth outlook for 2026. - BAJAJFINSV
Q3 FY26 profit was flat at ₹2,229 crore as strong growth was offset by one-time charges. - WAF
Sales and EBITDA fell, but 300 mm wafer demand grew as 2026 outlook remains challenging. - DEVYANI
Q3 FY26 saw double-digit revenue growth, margin gains, net losses, and major strategic changes.
Next TE Connectivity earnings date
Q2 202623 Apr, 2026
TE Connectivity
Next TE Connectivity earnings date
Q2 202623 Apr, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
)
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.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage