TE Connectivity plc(TEL)Stock Analysis
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This company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. Rankings refresh on Jan 1, Apr 1, Jul 1, Oct 1.
Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.
TEL Stock Analysis & AI Quality Score
AI stock analysis and institutional research for TE Connectivity plc (TEL), a Technology sector company. TEL is not currently included in 13F Pro's AI-ranked quality universe — this company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. rankings refresh on jan 1, apr 1, jul 1, oct 1. Based on the latest XBRL financial filings (Q2 2026), TE Connectivity plc reports quarterly revenue of $4.7B, net income of $855.0M, an operating margin of 20.1%. Top institutional holders of TEL by reported 13-F value include BlackRock,, VANGUARD CAPITAL MANAGEMENT, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. TEL trades on the NYSE exchange and files with the SEC under CIK 1385157. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate TEL daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for TE Connectivity plc directly from SEC EDGAR.
Revenue
Q2 2026
$4.7B
Net Income
Q2 2026
$855.0M
Free Cash Flow
Q2 2026
$677.0M
Operating Margin
Q2 2026
20.1%
D/E Ratio
Q2 2026
0.43
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+8.9% YoYNet Income
-42.3% YoYOperating Income
+14.8% YoYEPS (Diluted)
-40.4% YoYTotal Assets
+9.7% YoYTotal Debt
+35.5% YoYOp. Cash Flow
+19.0% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2020 | FY 2019 |
|---|---|---|---|---|---|---|
| Revenue | $17.26B +8.9% | $15.85B -1.2% | $16.03B -1.5% | $16.28B +33.8% | $12.17B -9.5% | $13.45B |
| Net Income | $1.84B -42.3% | $3.19B +67.2% | $1.91B -21.3% | $2.43B +1107.5% | $-241.0M -113.1% | $1.84B |
| Operating Income | $3.21B +14.8% | $2.80B +21.4% | $2.30B -16.4% | $2.76B +413.2% | $537.0M -72.9% | $1.98B |
| EPS (Diluted) | $6.16 -40.4% | $10.33 +71.3% | $6.03 -19.3% | $7.47 +1123.3% | $-0.73 -113.5% | $5.42 |
| Total Assets | $25.08B +9.7% | $22.85B +5.3% | $21.71B +4.5% | $20.78B +8.0% | $19.24B -2.3% | $19.69B |
| Total Debt | $5.69B +35.5% | $4.20B -0.2% | $4.21B +0.1% | $4.21B +1.4% | $4.15B +4.6% | $3.96B |
| Operating Cash Flow | $4.14B +19.0% | $3.48B +11.0% | $3.13B +26.9% | $2.47B +23.9% | $1.99B -17.8% | $2.42B |
AI Insight: TEL Financial Trends
TE Connectivity's operating income hit $963M–$954M in the last two quarters while revenue surged 19% year-over-year, signaling a durable step-up in earnings power.
• Revenue grew from $3,979M in Q2 2024 to $4,744M in Q1 2026, a ~19% increase over five quarters.
• Operating income expanded from $651M in Q3 2024 to $954M in Q1 2026, reflecting meaningful margin improvement.
• Operating cash flow surged to $1,421M in Q3 2025, though it moderated to $865M–$947M in the subsequent two quarters.
⚠ Total debt jumped from ~$4,203M in Q3 2024 to ~$5,697M by Q2 2025 and remains elevated near $5,655M in Q1 2026.
⚠ Net income of just $13M in Q1 2025 — versus $573M–$855M in surrounding quarters — warrants scrutiny for one-time charges.
AI Insight: TEL Ratio Trends
TE Connectivity's operating margin hit a multi-quarter high of 20.6% in Q4 2025, with ROA and ROIC both recovering strongly from Q1 2025 lows.
• Operating margin expanded from 16.0% in Q3 2024 to 20.6% in Q4 2025, a 460bp improvement over five quarters.
• ROA recovered sharply from a trough of 0.2% in Q1 2025 to 13.3% in Q1 2026.
• ROIC rebounded from 53.3% in Q1 2025 to 67.5% in both Q4 2025 and Q1 2026, near Q2 2024 peak levels.
• Net profit margin surged to 18.0% in Q1 2026, the highest quarterly reading in the visible dataset.
⚠ NPM collapsed to 0.3% in Q1 2025 — likely a one-off, but the cause and recurrence risk warrant monitoring.
⚠ ROIC remains below Q2 2024's 71.9% peak despite recovery; sustained improvement above that level is unconfirmed.
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Top Institutional Holders of TEL
BlackRock, Inc.
$5.4B25,910,278 shVANGUARD CAPITAL MANAGEMENT LLC
$4.0B19,047,041 shVANGUARD PORTFOLIO MANAGEMENT LLC
$3.5B16,620,667 shDODGE & COX
$3.1B14,688,950 shSTATE STREET CORP
$2.7B12,909,297 shAMERIPRISE FINANCIAL INC
$1.9B9,027,956 shGEODE CAPITAL MANAGEMENT, LLC
$1.4B6,484,339 shBANK OF AMERICA CORP /DE/
$1.2B5,953,746 shWELLINGTON MANAGEMENT GROUP LLP
$1.1B5,201,666 shClearbridge Investments, LLC
$876.8M4,194,699 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $5.4B | 25,910,278 |
| VANGUARD CAPITAL MANAGEMENT LLC | $4.0B | 19,047,041 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $3.5B | 16,620,667 |
| DODGE & COX | $3.1B | 14,688,950 |
| STATE STREET CORP | $2.7B | 12,909,297 |
| AMERIPRISE FINANCIAL INC | $1.9B | 9,027,956 |
| GEODE CAPITAL MANAGEMENT, LLC | $1.4B | 6,484,339 |
| BANK OF AMERICA CORP /DE/ | $1.2B | 5,953,746 |
| WELLINGTON MANAGEMENT GROUP LLP | $1.1B | 5,201,666 |
| Clearbridge Investments, LLC | $876.8M | 4,194,699 |
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Popular Research
Is TEL a good stock to buy?
13F Pro's AI-powered analysis of TE Connectivity plc (TEL) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for TEL are available on the TEL stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own TEL?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling TEL. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of TE Connectivity plc's investment landscape.