With a market cap of around $62 billion, TE Connectivity plc (TEL) is a global industrial technology leader that develops innovative connectivity and sensor solutions to enable safer, more sustainable, productive, and connected systems. With over 90,000 employees serving customers in approximately 130 countries, the company partners with industries worldwide to advance next-generation transportation, energy networks, automated factories, AI-enabled data centers, and other critical technologies.
The Ballybrit, Ireland-based company is set to unveil its fiscal Q4 2026 results before the market opens on Wednesday, Oct. 28. Ahead of this event, analysts expect TEL to report an adjusted EPS of $3.08, up 26.2% from $2.44 in the year-ago quarter. The company has surpassed Wall Street's bottom-line estimates in each of the past four quarters.
For fiscal 2026, analysts forecast the electronics maker to post adjusted EPS of $11.46, a surge of 30.8% from $8.76 in fiscal 2025.
TEL stock has fallen 5.4% over the past 52 weeks, lagging behind the S&P 500 Index's ($SPX) 14.5% return and the State Street Technology Select Sector SPDR ETF's (XLK) 28.7% increase over the period.
TE Connectivity reported better-than-expected Q3 2026 revenue rose 14% year-over-year to $5.16 billion and adjusted EPS of $2.94 on Jul. 22. The company forecast Q4 adjusted EPS of $3.05 and revenue of approximately $5.25 billion, exceeding analysts’ estimates, driven by strong AI-related demand for data centers and network equipment, with orders up 70% year to date.
Additionally, TE announced a $1.4 billion acquisition of Astrodyne TDI to expand its power management and filtering solutions business, with the deal expected to close by the end of 2026.
Analysts' consensus rating on TEL stock is strongly optimistic, with a "Strong Buy" rating overall. Out of 16 analysts covering the stock, opinions include 12 "Strong Buys” and four "Holds." The average analyst price target is $251.71, suggesting a potential upside of 17.8% from current levels.
On the date of publication, Sohini Mondal did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.