TE Connectivity plc: EPS $3.14 vs $3.07 expected; revenue $5.31B vs $5.29B
Key Facts
Q4 FY2026 results
| Metric | Actual | Estimate | Surprise | Year ago |
|---|---|---|---|---|
| EPS (USD) | 3.14 | 3.07 | +2.3% | 2.44 |
| Revenue (USD bn) | 5.31 | 5.29 | +0.5% | 4.58 |
Recent reports: actual vs estimate
| Reported | Period | EPS (USD) | Estimate | Surprise | Revenue (USD bn) | Estimate | Surprise |
|---|---|---|---|---|---|---|---|
| Oct 28, 2026 | Q4 FY2026 | 3.14 | 3.07 | +2.3% | 5.31 | 5.29 | +0.5% |
| Jul 22, 2026 | Q3 FY2026 | 2.94 | 2.85 | +3.2% | 5.16 | 5.01 | +2.9% |
| Apr 22, 2026 | Q2 FY2026 | 2.73 | 2.69 | +1.5% | 4.74 | 4.75 | 0.0% |
| Jan 21, 2026 | Q1 FY2026 | 2.72 | 2.55 | +6.7% | 4.67 | 4.53 | +3.1% |
| Oct 29, 2025 | Q4 FY2025 | 2.44 | 2.29 | +6.6% | 4.58 | 4.58 | −0.1% |
| Jul 23, 2025 | Q3 FY2025 | 2.27 | 2.08 | +9.1% | 4.53 | 4.32 | +4.9% |
| Apr 23, 2025 | Q2 FY2025 | 2.10 | 1.96 | +7.1% | 4.14 | 3.97 | +4.4% |
| Jan 22, 2025 | Q1 FY2025 | 1.95 | 1.89 | +3.2% | 3.84 | 3.90 | −1.8% |
Source: Figures from the EL7 database. Estimates are the analyst consensus carried by our data vendor (FMP), not official figures.
TE Connectivity plc results: EPS $3.14 vs $3.07 expected; revenue $5.31B vs $5.29B. The results cover the company's Q4 FY2026. EPS came in above analysts' estimate by 2.3%; revenue above the estimate by 0.5%.
Revenue was up 16.1% from $4.58 billion a year earlier (Q4 FY2025). EPS was up 28.7% from $2.44 a year earlier. On its record, EPS topped analysts' estimates in 7 of 7 earlier comparable reports.
What the results mean
Revenue growth reflects expanding activity at TE Connectivity plc, but the available material does not identify each segment’s contribution. The business centers on connectivity and sensor solutions used in transportation and industrial applications, making demand across its end markets central to interpreting the results.
The company supplies components for automotive, industrial equipment, energy, medical technologies, data centers and artificial intelligence. This breadth provides multiple sources of demand, while the mix of products and applications remains important to understanding profitability; revenue growth alone does not establish whether the economics of the business have improved.
What to watch on the earnings call: The earnings call merits attention for management’s explanation of demand across Transportation Solutions and Industrial Solutions, including how broadly it is distributed across applications. Comments on sales mix, margins and spending will help clarify how business growth translates into profitability, alongside the role of data center and artificial intelligence applications within the company.
For the full analysis of TE Connectivity plc stock — valuation, scores and financial statements — see the stock page linked with this story.