With a market cap of $69.8 billion, TE Connectivity plc (TEL) is a worldwide chief in connectors, sensors, and digital parts used throughout high-growth industries. The Eire-based firm designs and manufactures extremely engineered options that allow energy, sign, and knowledge circulation in functions starting from automotive and EVs to aerospace, industrial tools, communications, and medical gadgets.
Shares of the corporate have outpaced the broader market over the previous 52 weeks. TEL inventory has elevated 54.9% over this time-frame, whereas the broader S&P 500 Index ($SPX) has rallied 13.2%. Furthermore, the inventory is up almost 66% on a YTD foundation, in comparison with SPX’s 14.5% achieve.
As well as, shares of the electronics maker have outperformed the Expertise Choose Sector SPDR Fund’s (XLK) 22.9% return over the previous 52 weeks and 23.9% in 2025.
TE Connectivity delivered its fourth-quarter earnings on Oct. 29, and its shares rose 1.8%. The corporate posted $4.75 billion in income, up 17% yr over yr, with 11% natural development, reflecting broad-based power throughout its transportation and industrial segments. Its adjusted EPS reached a file $2.44, up 25% from the prior yr. Orders have been one other spotlight, rising 22% to $4.7 billion, indicating continued momentum in demand. TE Connectivity additionally delivered distinctive money technology, producing $1.4 billion in working money circulation and a file $1.2 billion in free money circulation, which enabled the corporate to return roughly $650 million to shareholders in the course of the quarter.
For the fiscal yr ending in September 2026, analysts anticipate TEL’s adjusted EPS to develop 16.6% year-over-year to $10.21. The corporate’s earnings shock historical past is promising. It beat or met the consensus estimates within the final 4 quarters.
Among the many 18 analysts masking the inventory, the consensus ranking is a “Sturdy Purchase.” That’s primarily based on 13 “Sturdy Purchase” rankings and 5 “Holds.”
This configuration is extra bullish than a month in the past, with 12 “Sturdy Purchase” rankings on the inventory.
On Nov. 4, Barclays analyst Man Hardwick reiterated his “Chubby” ranking on TE Connectivity and raised the worth goal to $277 from $249, reflecting an 11.24% improve and signaling sustained confidence within the firm’s outlook.