TE Connectivity reported a strong Q3 FY2026 with record orders of $5.7B, revenue of $5.2B (+14%), and adjusted EPS of $2.94 (+22%). Management raised full-year guidance, expecting 15% revenue growth and 23% EPS growth. The company highlighted broad-based AI and power infrastructure demand, with record backlog providing visibility into FY2027. No specific public companies were mentioned. Record orders of $5.7B, up 27% YoY, with 36% growth in industrial segment and 19% in transportation.
TE Connectivity reported a strong Q3 FY2026 with record orders of $5.7B, revenue of $5.2B (+14%), and adjusted EPS of $2.94 (+22%). Management raised full-year guidance, expecting 15% revenue growth and 23% EPS growth. The company highlighted broad-based AI and power infrastructure demand, with record backlog providing visibility into FY2027. No specific public companies were mentioned. Record orders of $5.7B, up 27% YoY, with 36% growth in industrial segment and 19% in transportation.
Management expressed strong confidence driven by record orders, broad-based growth across segments, and raised full-year guidance, with no notable shift in confidence from prior calls.
Management stated that AI infrastructure investments continue to drive strong growth in digital data networks (DDN) and energy businesses, with AI architectures evolving towards engenic workloads increasing the addressable market for high-speed copper connectivity, and AI now…
Guidance · revenue to $5.25B
Management stated that AI infrastructure investments continue to drive strong growth in digital data networks (DDN) and energy businesses, with AI architectures evolving towards engenic workloads increasing the addressable market for high-speed copper connectivity, and AI now…
Management stated that AI infrastructure investments continue to drive strong growth in digital data networks (DDN) and energy businesses, with AI architectures evolving towards engenic workloads increasing the addressable market for high-speed copper connectivity, and AI now representing a growing portion of DDN revenue.
Record orders of $5.7 billion, up 27% YoY. Management expressed strong confidence driven by record orders, broad-based growth across segments, and raised full-year guidance, with no notable shift in confidence from prior calls.
Management noted they continue to invest in engineering and manufacturing capacity to support future growth, and also signed an agreement to acquire Astrodyne TDI for $1.4 billion to broaden the power portfolio.
Management expressed strong confidence driven by record orders, broad-based growth across segments, and raised full-year guidance, with no notable shift in confidence from prior calls.
“About 20% of our energy business is benefiting from where you get data center build out. So you do see that, you see that driving really nice growth in the energy business.”
| 지표 | 기간 | 범위 | 중간값 | 상태 |
|---|---|---|---|---|
| EPS | FY2026 Q4 | $3.05 | $3.05 | GUIDED |
| Revenue | FY2026 Q4 | $5.25B | $5.25B | GUIDED |
| 제시 시점 | 지표 | 목표 기간 | 가이던스 | 실제 | 결과 |
|---|---|---|---|---|---|
| FY2026 Q2 | EPS | FY2026 Q3 | $2.83 | $2.94 | Met / beat |
| FY2026 Q2 | Revenue | FY2026 Q3 | $5B | $5.16B | Met / beat |
| FY2026 Q1 | EPS | FY2026 Q2 | $2.65 | $2.73 | Met / beat |
| FY2026 Q1 | Revenue | FY2026 Q2 | $4.7B | $4.744B | Met / beat |
| FY2025 Q4 | EPS | FY2026 Q1 | $2.53 | $2.72 | Met / beat |
| FY2025 Q4 | Revenue | FY2026 Q1 | $4.5B | $4.669B | Met / beat |