TE Connectivity reported record fourth quarter and full-year 2026 results, driven by double-digit growth in its Industrial and Transportation segments. The company set records for sales, orders, and cash generation, supported by a 29% year-over-year surge in quarterly orders to $6.1 billion.
Key Highlights
- Record fourth quarter revenue of $5.3 billion beat estimates of $5.26 billion, representing 13% organic growth.
- Adjusted EPS of $3.14 exceeded the $3.08 forecast, supported by adjusted operating margins expanding to 22%.
- The Industrial Solutions segment saw 26% growth for the full year, fueled by accelerating demand for AI infrastructure in data centers and the energy grid.
- Management issued strong Q1 2027 guidance, expecting sales of $5.35 billion and adjusted EPS of $3.30, both representing mid-teens or higher growth.