TE Connectivity plc(TEL)Stock Analysis
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Rank #201 of 2,961 stocksTOP 10%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
TEL Stock Analysis & AI Quality Score
Data updated 2026-09-10AI stock analysis and institutional research for TE Connectivity plc (TEL), a Technology sector company. 13F Pro's AI-powered ranking engine scores TEL at 71.0/100 on a 32-signal composite quality model, placing it at rank #201 of 2,961 stocks — the top 10% of the AI-ranked universe. Based on the latest XBRL financial filings (Q2 2026), TE Connectivity plc reports quarterly revenue of $5.2B, net income of $748.0M, an operating margin of 19.0%. Top institutional holders of TEL by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, DODGE & COX, 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. TE Connectivity plc's 13F Pro composite quality score has ranged between 66 and 77 since 2026, currently 71.0 — a declining long-term trajectory across 48 quarterly and live scoring snapshots.
What's Driving TEL's Business? Latest 10-Q Breakdown
AI-extracted from TE Connectivity plc's 10-Q filed 2026-07-24 — Q3 FY2026 (nine months ended June 26, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Biggest Revenue Drivers
Organic growth of 21.2% plus 4.9% from acquisitions; strength in digital data networks (AI), energy (grid hardening, data centers), and automation.
Organic growth of 3.7% plus 3.4% FX benefit; automotive and commercial transportation growth partially offset by sensors decline.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q2 2026
$5.2B
Net Income
Q2 2026
$748.0M
Free Cash Flow
Q2 2026
$881.0M
Operating Margin
Q2 2026
19.0%
ROIC
Q2 2026
20.8%
D/E Ratio
Q2 2026
0.43
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+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% YoYFree Cash Flow
+14.5% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $17.26B +8.9% | $15.85B -1.2% | $16.03B -1.5% | $16.28B +9.1% | $14.92B +22.6% | $12.17B |
| Net Income | $1.84B -42.3% | $3.19B +67.2% | $1.91B -21.3% | $2.43B +7.4% | $2.26B +1038.2% | $-241.0M |
| Operating Income | $3.21B +14.8% | $2.80B +21.4% | $2.30B -16.4% | $2.76B +13.2% | $2.43B +353.3% | $537.0M |
| EPS (Diluted) | $6.16 -40.4% | $10.33 +71.3% | $6.03 -19.3% | $7.47 +10.0% | $6.79 +1030.1% | $-0.73 |
| Total Assets | $25.08B +9.7% | $22.85B +5.3% | $21.71B +4.5% | $20.78B -3.2% | $21.46B +11.5% | $19.24B |
| Total Debt | $5.69B +35.5% | $4.20B -0.2% | $4.21B +0.1% | $4.21B +2.8% | $4.09B -1.3% | $4.15B |
| Operating Cash Flow | $4.14B +19.0% | $3.48B +11.0% | $3.13B +26.9% | $2.47B -7.8% | $2.68B +34.3% | $1.99B |
| Free Cash Flow | $3.20B +14.5% | $2.80B +16.5% | $2.40B +41.2% | $1.70B -14.4% | $1.99B +38.7% | $1.43B |
AI Insight: TEL Financial Trends
TEL revenue growth accelerated to 13.8% year-over-year in Q2 2026 while operating margin expanded 150bp to 19.0% over two years.
• Revenue grew 13.8% YoY to $5,160M in Q2 2026, strongest quarter in dataset; Q1 2026 also showed 14.5% YoY growth.
• Operating income margin improved from 16.0% in Q3 2024 to 19.0% in Q2 2026; op income up 50.7% over two years.
• Operating cash flow averaged $1,121M over latest four quarters vs. $960M in prior year—FCF generation strengthening.
⚠ Total debt rose from $4,203M to $5,632M (+34.0%) while equity grew only 7.1% since Q3 2024; leverage ratio deteriorating.
⚠ Net income volatility evident—Q1 2025 posted only $13M profit despite $748M operating income; tax/other factors warrant clarification.
AI Insight: TEL Ratio Trends
Operating margin expanded 470bp from Q3 2024 to Q2 2026, while ROIC climbed 510bp to 20.8%, though Q1 2026 showed a profitability anomaly now resolved.
• Operating margin accelerated from 16.0% in Q3 2024 to 20.6% in Q4 2025, stabilizing near 19–20% through Q2 2026.
• ROIC recovered from 15.7% in Q3 2024 to 20.8% in Q2 2026, reversing a temporary dip in Q1 2025.
• Net profit margin rebounded to 18.0% in Q1 2026 and settled at 14.5% in Q2 2026, well above the 6.8% floor in Q3 2024.
• Leverage remained controlled, with D/E hovering 0.43–0.46 across the period, unchanged from 0.34 baseline.
⚠ Q1 2025 NPM collapsed to 0.3%, suggesting a one-time charge or seasonal headwind requiring clarification.
⚠ Q2 2026 NPM declined to 14.5% from Q1 2026's 18.0%, reversing momentum quarter-over-quarter.
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Top Institutional Holders of TEL
BlackRock, Inc.
$5.5B27,135,147 shVANGUARD CAPITAL MANAGEMENT LLC
$3.8B19,042,728 shDODGE & COX
$3.4B16,968,886 shVANGUARD PORTFOLIO MANAGEMENT LLC
$3.4B16,820,847 shSTATE STREET CORP
$2.8B13,639,381 shWELLINGTON MANAGEMENT GROUP LLP
$1.6B7,709,235 shPRICE T ROWE ASSOCIATES INC /MD/
$1.5B7,659,100 shAMERIPRISE FINANCIAL INC
$1.3B6,627,960 shGEODE CAPITAL MANAGEMENT, LLC
$1.3B6,592,886 shBANK OF AMERICA CORP /DE/
$1.1B5,593,891 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $5.5B | 27,135,147 |
| VANGUARD CAPITAL MANAGEMENT LLC | $3.8B | 19,042,728 |
| DODGE & COX | $3.4B | 16,968,886 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $3.4B | 16,820,847 |
| STATE STREET CORP | $2.8B | 13,639,381 |
| WELLINGTON MANAGEMENT GROUP LLP | $1.6B | 7,709,235 |
| PRICE T ROWE ASSOCIATES INC /MD/ | $1.5B | 7,659,100 |
| AMERIPRISE FINANCIAL INC | $1.3B | 6,627,960 |
| GEODE CAPITAL MANAGEMENT, LLC | $1.3B | 6,592,886 |
| BANK OF AMERICA CORP /DE/ | $1.1B | 5,593,891 |
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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. TEL is classified as a large company.
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.