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TE Connectivity’s Fiscal Q4 2025 Performance

TE Connectivity plc (NYSE: TEL) has showcased a remarkable performance for the fiscal fourth quarter ended September 26, 2025. The company achieved record net sales of $4.75 billion, marking a substantial 17% year-over-year increase. Growth was primarily driven by advancements in both the Industrial and Transportation sectors.

Key Highlights

• - Net Sales: For Q4, TE Connectivity reported net sales of $4.75 billion, which is an 11% organic growth. The impressive performance exceeded market expectations and reflects the successful implementation of strategic initiatives aimed at propelling growth across its various business segments.
• - Earnings Growth: The company recorded a GAAP diluted earnings per share (EPS) of $2.23, a remarkable 148% increase from the previous year. Additionally, the adjusted EPS reached a record $2.44, up 25% year-over-year.
• - Order Growth: Orders increased significantly to $4.7 billion, representing a 22% growth compared to the previous year, further underscoring the robust demand for TE Connectivity’s solutions.
• - Margins and Cash Flow: The operating margin remained strong at 19%, with an adjusted operating margin of 20%, indicative of solid operational performance across the board. The cash flow from operating activities was reported at $1.4 billion, with free cash flow also reaching a record of $1.2 billion. Notably, TE connectivity returned nearly $650 million to its shareholders.

Full-Year Performance

For the fiscal year, TE Connectivity achieved an impressive $17.3 billion in net sales, a 9% increase on a reported basis, with an operating margin remaining stable at 19%. The company also reported a GAAP EPS of $6.16 for the full year, and an adjusted EPS of $8.76, showcasing its resilience in a dynamic market environment.

These successful results have solidified TE Connectivity’s position as a leader in the industrial technology sector, paving the way for further growth. The Industrial Solutions segment performed exceptionally well, experiencing a 24% increase in sales, largely due to innovations that cater to artificial intelligence and energy markets.

In challenging conditions, the Transportation segment also demonstrated remarkable performance with increased demand for data connectivity and the electrification of powertrains.

Looking Ahead

Looking into the first quarter of FY2026, TE Connectivity anticipates revenues of approximately $4.5 billion, expecting another 17% increase on a reported basis, alongside a 33% growth in GAAP EPS year-over-year. This projected growth reflects the company's continued commitment to innovation and operational excellence.

• - CEO Terrence Curtin remarked, “Our teams executed at a high level against our business model to deliver strong results. These record results in 2025 position TE Connectivity well for the future.”

As such, TE Connectivity sets the tone for a confident outlook in sustaining growth and leveraging significant market opportunities.

In conclusion, TE Connectivity’s fiscal Q4 performance clearly highlights its strategic investments and operational efficiencies that have enabled it to capture market growth. With robust order levels and a strong operational framework, the company is well-positioned to capitalize on future long-term growth trends in the industrial connectivity and sensor solutions market.