7 analysts' median target is $261[FMP target], stock is $206, +26.6% upside potential. After Q2 +1.5% EPS beat[FMP earnings], the stock moved -1.5%.
A- = MoonshotScore 46[9-pillar formula] + Council 4/6[6-lens rule]. Form 4: 0 transactions[FMP Form 4].
Q4 consensus: revenue $5.0B[FMP est], EPS $2.81[FMP est]. 8 consecutive quarters of beat[FMP earnings].
Q2 EPS +1.5% beat[FMP] but the stock -1.5% D+1[FMP D+1]. Heath Mitts promised $270.0M CapEx + a sequential decline in Q4 during the Q2 earnings call[Heath Mitts capex transcript].
Watchlist
Ai Revenue Increase
ai_revenue_increase
TE Connectivity now expects its AI revenues in fiscal 2026 to be about $150 million higher than its view 90 days ago.
"We now expect our AI revenues in fiscal 2026 to be about $150 million higher than our view 90 days ago, and this entire increase will be in the second half of the year and reflects the increased momentum that I talked about in orders."
- Terrence Curtin, CEO - Q2 FY26 Earnings Call - April 22, 2026
Digital Data Networks Growth
digital_data_networks_growth
TE Connectivity's digital data networks business grew nearly 50% year-over-year and is building backlog into 2027.
"In our digital data networks, we had another standing quarter where our business grew nearly 50% year-over-year and sales were as we expected. We continue to win new programs with customers and the orders that we have received are building backlog into 2027."
- Terrence Curtin, CEO - Q2 FY26 Earnings Call - April 22, 2026
Industrial Segment Growth
industrial_segment_growth
Over 70% of TE Connectivity's order growth was in the Industrial segment, with Industrial segment orders growing 40% versus the prior year.
"For the second quarter, over 70% of the company's order growth was in Industrial segment. Versus the prior year, Industrial segment orders grew 40% and essentially every business in the segment posted double-digit orders growth."
- Terrence Curtin, CEO - Q2 FY26 Earnings Call - April 22, 2026
Q3 Sales Guidance
q3_sales_guidance
TE Connectivity expects third quarter sales to be $5 billion, which reflect an increase of 10% versus the prior year.
"As we look to the third quarter, we are expecting third quarter sales to be $5 billion, which reflect an increase of 10% versus the prior year with year-over-year and sequential growth in both of our segments."
- Terrence Curtin, CEO - Q2 FY26 Earnings Call - April 22, 2026
Fy26 Sales Growth
fy26_sales_growth
TE Connectivity delivered $1.4 billion of growth last year and expects to deliver well over $2 billion of growth this year, with the majority of its businesses growing double digits year-over-year.
"Last year, we delivered $1.4 billion of growth as a company. And this year, we expect to deliver well over $2 billion of growth, with the majority of our businesses growing double digits year-over-year."
- Terrence Curtin, CEO - Q2 FY26 Earnings Call - April 22, 2026
Record Orders
record_orders
TE Connectivity reports record orders of over $5 billion in the second quarter, which is growth of over $1 billion versus the prior year.
"In the second quarter, we had record orders of over $5 billion, which was growth of over $1 billion versus the prior year, with growth across both segments and in every business."
- Terrence Curtin, CEO - Q2 FY26 Earnings Call - April 22, 2026
Stock Expert AI - Methodology
9-pillar methodology. Cash Runway and News Sentiment strong. Revenue Growth weak.
How is it calculated? ->6 investor frameworks. 4 bullish (Ray Dalio, Klarman, Buffett, Munger), 1 bearish (Ken Griffin), 1 neutral (Jim Simons).
How is it calculated? ->Quality business, discounted price.
How is it calculated? ->Past Performance
Q2 (April 22, 2026): EPS $2.73 vs $2.69 est[FMP], +1.5% beat. D+1 movement: -1.5%[FMP D+1]. Decline despite beat - market reacted to guidance, not numbers.
Q2: EPS $2.73 vs $2.69 beat[FMP], stock -1.5% D+1[FMP].
No RPO/backlog concentration disclosed in Q2 earnings call.
Q2 CapEx $270.0M[FMP cashflow]. Q2 op margin 20.1%[FMP op margin] - this level in Q4 is sensitive to CapEx revision risk.
Not advice - a structural framework for earnings night. Decision discipline is yours.
Market Outlook
You read it in 5 minutes. When the numbers come out on Wednesday evening - you know what you're looking at.
Data arrives at night. The framework is ready now.
Data arrives on Wednesday evening. The framework is ready on this page: Q4 EPS threshold $2.81[FMP], CapEx threshold "below $270.0M"[Heath Mitts]. Two anchors, three scenarios.
Comparison Stock Expert AI Pro $24/month ($240/year), 77% cheaper than the total of three earnings-tracking tools ($1,059/year -> $240/year).
Seeking Alpha $299/yr - analyst opinions + earnings coverage TipRanks $360/yr - Smart Score (1-10) + analyst consensus + insider trades Trendspider $400/yr - AI pattern detection + automated TA + multi-timeframe alerts
Prices as of April 2026. Sources: seekingalpha.com/subscriptions - tipranks.com/pricing - trendspider.com/pricing
Stock Expert AI Pro: $24/month ($240/year). Council 7-lens analysis + MoonshotScore 9-pillar + Insider tracker + Technical levels - all in one platform, for every stock.
Educational tool, not investment advice. Past performance does not guarantee future results.
Calendar
DATA GAP: Events not in the FMP /stable/calendar feed - Investor day, analyst day, product launches, regulatory dates. These require company IR page scraping or manual calendar entry.
This TEL (TEL) earnings preview covers the analyst consensus, key catalysts, and what to watch on the earnings call.
Consensus EPS, revenue guidance, segment growth rates, and the tone of management commentary — the full breakdown with sources is on this page.