| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 51 | 20.7x | 17.8x | Around median | |
Growth | 78 | 16.5% | 7.1% | Top tier | |
Quality | 79 | 16.1% | 4.5% | Top tier | |
Safety | 83 | 1.0x | 2.6x | Top tier | |
Capital Return | 61 | 1.37% | 2.12% | Around median | |
Momentum | 50 | 3.6% | 2.9% | Around median | |
Sentiment | 82 | 10 | 3 | Top tier |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
TE Connectivity manufactures connectivity, data and power transmission technologies, and sensors for industrial and transportation applications. Its business is divided between the Industrial Solutions segment, which serves digital data networks, energy, automation, aerospace and defense, and medical applications, and the Transportation Solutions segment, which serves automotive, commercial transportation, and sensors; in Q3 fiscal 2026, sales of $5.2 billion were split almost evenly between the two segments.
In Q3 fiscal 2026, reported revenue rose 14% and organic revenue rose 12% year over year to $5.2 billion, while gross profit according to EDGAR filings reached approximately $1.8 billion, equivalent to a gross margin of about 34.6%. Net income was $748 million and GAAP earnings per share were $2.55, while adjusted earnings per share reached a record $2.94, up 22%, and adjusted operating margin expanded 90 basis points to 21.9%.
The Industrial Solutions segment led growth, with reported sales up 22% and organic sales up 21%, including organic growth exceeding 30% in both Digital Data Networks and energy, while its adjusted operating margin reached approximately 23%. The Transportation Solutions segment grew 7% on a reported basis and 5% organically, achieving an adjusted operating margin of 21%; automotive sales rose 5% on a reported basis and 3% organically, while commercial transportation sales increased 20% on a reported basis and 18% organically.
The average analyst price target is $248.86, close to the upper end of the 52-week range of $252.56, while the target range extends from $225 to $300 versus an annual trading range of $190.27 to $252.56. The “Neutral” consensus balances order and earnings growth on one hand against the risks of increasing dependence on the artificial intelligence investment cycle and divergent analyst estimates on the other; the available data does not include a usable earnings multiple.
Figures in the text are as of 2026-08-27; the live price is shown at the top of the page.
Sales reached $5.2 billion, up 14% on a reported basis and 12% organically year over year. The Industrial Solutions segment led performance with organic growth of 21%, including growth exceeding 30% in Digital Data Networks and energy. Adjusted earnings per share rose 22% to $2.94, while adjusted operating margin expanded 90 basis points to 21.9%.
Digital Data Networks sales rose 34% in Q3 fiscal 2026, while its orders increased by more than 70% since the beginning of the fiscal year. Management explained that approximately one-third of the artificial intelligence business is associated with power connectivity and two-thirds with data connectivity. Approximately 20% of the energy business is also associated with bringing electricity into data centers and buildings, and the company believes data center construction contributes about one-third of growth in the energy market it serves.
Management expects sales of approximately $5.25 billion in Q4 fiscal 2026, representing year-over-year growth of 11%. It is also targeting adjusted earnings per share of approximately $3.05 for the quarter. For the full fiscal 2026, it expects sales growth of 15% and adjusted earnings per share growth of 23%.
Automated analysis for informational purposes only — not investment advice.
On August 19, 2026, the company announced the completion of its $1.4 billion acquisition of Astrodyne TDI. The business generates more than $250 million in annual sales, with approximately 40% coming from power filtering products. It also adds custom power supplies for semiconductor equipment, defense, and medical applications, and will be included within the Industrial Solutions segment.
No, energy sales grew organically by 33%, aerospace and defense sales by 12%, and Automation and Connected Living sales organically by 14% in Q3 fiscal 2026. In transportation, automotive sales rose organically by 3% despite lower vehicle production, and commercial transportation sales grew organically by 18%. Every business across both segments also recorded double-digit order growth during the quarter, demonstrating the breadth of the growth base.
Risks include weak vehicle production and continued fragility in the North American market, as well as slower performance in some traditional Digital Data Networks businesses outside artificial intelligence and cloud. The company's presence is also limited in optical scale-out networks, and according to management, FAU revenue will not become material before 2028 and beyond. The $1.4 billion acquisition of Astrodyne TDI also creates a need to achieve the expected growth and operating benefits, while the analyst target range of $225 to $300 reflects meaningful differences in the assessment of these factors.
