TELNYSEWholesale-Electronic Parts & Equipment, NECUS GAAP · USD

TE Connectivity plc

TE Connectivity plc designs and manufactures connectivity and sensor solutions used to transmit power, data, and signals in demanding environments. Its products serve transportation, industrial, and communications applications through a global manufacturing and distribution footprint, with principal executive offices in Galway, Ireland.

Revenue17.3bn USD
+8.9 %y/y
Operating profit (EBIT)3,211m USD
+14.8 %y/y
EBIT margin18.6%
+1.0 ppy/y
Net income1,842m USD
−42.3 %y/y
Free cash flow3,203m USD
+14.5 %y/y

Fiscal year 2025 · change from previous year

Development 2020–2025

05101520bn USD2020: 3.3 bn USD2020: EBIT 0.54 bn USD20202021: 14.9 bn USD2021: EBIT 2.4 bn USD20212022: 16.3 bn USD2022: EBIT 2.8 bn USD20222023: 16.0 bn USD2023: EBIT 2.3 bn USD20232024: 15.8 bn USD2024: EBIT 2.8 bn USD20242025: 17.3 bn USD2025: EBIT 3.2 bn USD202517.33.2
RevenueOperating profit (EBIT)

Business

Share of revenue
Transportation Solutions50 %

Connectivity, sensors, and related components used in automotive and other transportation platforms.

Industrial Solutions50 %

Connectors, cables, and sensor products used in industrial, appliance, and infrastructure applications.

Customers

TE Connectivity sells primarily to original equipment manufacturers and industrial customers that need reliable connectivity in harsh or high-performance environments. Its products are designed into customer platforms, so demand is driven by vehicle builds, factory automation, industrial equipment cycles, and long product qualification periods.

Automotive OEMs and suppliers

Buy connectors, sensors, and harnessing for vehicle electrical architectures and safety systems.

Industrial OEMs

Buy industrial connectivity and sensor products for machinery, automation, and controls.

Appliance and consumer equipment makers

Buy smaller-scale connectivity components used inside appliances and devices.

Transportation and commercial vehicle customers

Buy ruggedized interconnect and sensing products for rail, truck, and other transport systems.

Strategy

TE Connectivity focuses on engineered products that are embedded into customer designs and difficult to replace once qualified. Its strategy depends on maintaining deep technical relationships, broad manufacturing coverage, and product breadth across transportation and industrial end markets.

Deepen design wins in transportation platformsMedium term

Winning early design slots increases stickiness and supports long product lifecycles.

Expand industrial and automation contentMedium term

Industrial customers value reliability and technical performance, which can support recurring platform demand.

Preserve global supply reliabilityShort term

OEM customers depend on consistent delivery and qualified manufacturing sources.

Geography

Q1/2026

TE Connectivity operates a global manufacturing network across more than 25 countries, with major output centers in the Americas, EMEA, and Asia-Pacific. Its principal executive office is in Galway, Ireland, while manufacturing and customer support are distributed close to end markets to serve global OEM supply chains.

Asia Pacific37 %
Europe, Middle East and Africa34 %
Americas29 %

Share of the revenue the company reports by geography.

Risks

TE Connectivity faces cyclical demand in automotive and industrial markets, where customer production volumes directly affect component demand. The business is also exposed to product liability, patent disputes, trade compliance, and cybersecurity risks because its products are embedded in critical systems and its operations rely on global manufacturing and information networks.

Sorted by severity
Customer end-market cyclicalityHigh

Demand depends on vehicle production and industrial capital spending, which can fluctuate materially.

Exposure: Transportation and industrial end markets

Patent infringement and IP disputesHigh

The company operates in a patent-intensive industry and may face injunctions or royalty obligations.

Exposure: Connectivity and sensor technologies

Product liability and commercial claimsHigh

Components are used in mission-critical applications where defects can trigger claims or recalls.

ExposureAutomotiveIndustrialTransportation products
Cybersecurity and IT disruptionMedium

Manufacturing, engineering, and customer data systems depend on secure networks and incident response.

Exposure: Global operations and enterprise systems

Trade and supply-chain disruptionMedium

A multi-country manufacturing base creates exposure to tariffs, logistics issues, and supplier interruptions.

Exposure: Over 25 manufacturing countries

Accounting

Judgemental items
Contingent liabilities and legal reserves

Claims for product liability, patents, antitrust, and trade matters require estimates of probable losses.

Impact: Can change operating expense and accrued liabilities

Lease accounting

Large owned and leased facility footprint affects right-of-use assets and lease liabilities.

Impact: Affects balance sheet size and fixed-cost presentation

Goodwill and intangible impairment

Acquired technology and reporting units must be tested for impairment if performance weakens.

Impact: Can create non-cash charges

Inventory and manufacturing asset valuation

Global production and customer-specific components require careful valuation and obsolescence review.

Impact: Affects gross margin and working capital

Publicly listed companies with a comparable business focus.

Last updated: 11/08/2026

TE Connectivity plc (TEL) Revenue, Earnings & Financials 2025 – Clarifo