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TE Connectivity — Fiscal Q4 2026 Earnings Summary

  • Fiscal 2026 delivered record results with net sales rising 15% to $19.9 billion and adjusted EPS increasing 24% to $11.52, driven by strong performance in Industrial (26% growth) and Transportation segments.
  • The company projects double-digit sales growth for fiscal 2027, with Q1 2027 sales guidance of approximately $5.35 billion (up 15% YoY) and full-year organic growth expected to mirror 2026's strong performance.
  • Shareholder returns totaled approximately $2.8 billion for the full year, including $800 million in Q4, while the company committed $1.6 billion toward bolt-on acquisitions in the Industrial segment to expand optics and power filtering capabilities.
  • Growth momentum is sustained by customer demand for data and power connectivity solutions, particularly driven by AI investments, with Q4 2026 orders surging 29% to $6.1 billion.
Company
TE CONNECTIVITY PLC
Sector
Technology
Industry
Electronic Components