TE Connectivity Ltd. (TEL) Stock Analysis
Educational signal · not a buy or sell recommendation · How to read this
P/E 19.89 means the share price is 19.89 times one year of earnings per share; the S&P 500 usually sits near 20-25. Market cap $59.3B is the value of all shares combined. Beta 1.26: the stock has moved about 26% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated May 10, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerTE Connectivity Ltd. (TEL) trades at $204.63 with MoonshotScore 73/100 (Grade A). TE Connectivity Ltd. is a global manufacturer of connectivity and sensor solutions, serving diverse industries. Market cap: $59.3B, Sector: Technology.
Price as of Sep 11, 2026 · Last analyzed: May 10, 2026TEL stock analysis for 2026: Analysts have set a consensus price target of $248.86 for TE Connectivity Ltd., suggesting 21.6% upside from the current price of $204.63. The AI MoonshotScore is 73/100, in the Strong band (65-79) — a research signal, not a recommendation. Key factors: analyst coverage, AI-driven quantitative scoring.
These figures come from statements filed 12 months ago — the most recent this company has published.
TEL: 3/3 scored disciplines lean bullish. Dominant signal: Ray Dalio bullish.
How is this calculated? →Strongest side: Business Quality (7/10, Moderate). Weakest side: Valuation (7/10, Moderate).
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Why this analysis is different
- A sector-relative MoonshotScore — five pillars (business quality, financial safety, valuation, growth durability, momentum) re-ranked nightly against the full universe of US-listed common stocks.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
TE Connectivity Ltd. (TEL) Technology Profile & Competitive Position
TE Connectivity Ltd. is a global technology leader designing and manufacturing connectivity and sensor solutions for harsh environments across diverse industries. With a $59.3B market cap and a presence in approximately 140 countries, TE focuses on enabling safer, sustainable, productive, and connected systems.
What Is the Investment Thesis for TEL?
TE Connectivity presents a notable research candidate driven by its diversified end markets and strategic positioning in the connectivity and sensor solutions space. The company's consistent profitability, demonstrated by a 15.7% profit margin, and a solid gross margin of 35.4%, highlight its operational efficiency. Key growth catalysts include increasing demand for connectivity solutions in automotive, industrial, and communications sectors. The company's beta of 1.26 suggests a moderate level of volatility relative to the market. A dividend yield of 1.38% provides a steady income stream for investors. However, potential risks include economic cyclicality and intense competition within the industry. Overall, TE Connectivity's global presence and diverse product portfolio position it for sustained growth.
Based on FMP financials and quantitative analysis
TEL Key Highlights
Market Cap of $59.3B reflects substantial investor confidence and market valuation.
- P/E Ratio of 19.89 indicates the price investors are willing to pay for each dollar of TE Connectivity's earnings.
- Profit Margin of 15.7% demonstrates strong profitability and efficient cost management.
- Gross Margin of 35.4% showcases the company's ability to control production costs and maintain competitive pricing.
- Dividend Yield of 1.38% provides a consistent return to shareholders, enhancing the stock's attractiveness.
Who Are TEL's Competitors?
TEL is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| APH Amphenol Corporation | $80.25 | -1.34% | $198B | 755-pillar |
| FLEX Flex Ltd. | $108.01 | -4.14% | $39.9B | 615-pillar |
| CLS Celestica Inc. | $346.55 | +6.56% | $39.9B | 755-pillar |
| JBL Jabil Inc. | $318.64 | +5.23% | $33.4B | 635-pillar |
| FN Fabrinet | $415.63 | +2.89% | $14.9B | 585-pillar |
| COHR Coherent, Inc. | $293.17 | -3.40% | $57.4B | 465-pillar |
| KEYS Keysight Technologies, Inc. | $325.65 | -1.62% | $55.7B | 775-pillar |
| GRMN Garmin Ltd. | $272.37 | +0.07% | $52.5B | 885-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are TEL's Key Strengths?
Diversified product portfolio serving multiple industries.
- Global presence with operations in approximately 140 countries.
- Strong engineering and innovation capabilities.
- Established relationships with key customers.
What Are TEL's Weaknesses?
Exposure to economic cycles in various end markets.
- Dependence on key suppliers for raw materials.
- Potential for product obsolescence due to technological advancements.
- Currency exchange rate fluctuations impacting financial results.
What Could Drive TEL Stock Higher?
Increasing demand for connectivity solutions in the automotive industry, particularly for electric vehicles.
- Expansion of IoT applications driving demand for sensors and connectivity in industrial settings.
- Growth in the medical device industry, requiring advanced connectivity for remote monitoring and diagnostics.
- Potential new product launches in the aerospace and defense sectors in Q3 2026.
- Strategic partnerships to enhance technological capabilities and market reach.
What Are the Key Risks for TEL?
Insider selling — insiders were net sellers of roughly $5.0M recently.
- Economic downturns impacting demand for connectivity solutions in various end markets.
- Intense competition from other connectivity and sensor solution providers.
- Disruptions in the global supply chain affecting the availability of raw materials and components.
- Changes in government regulations and trade policies impacting international operations.
- Cybersecurity threats and data breaches compromising sensitive data and intellectual property.
What Are the Growth Opportunities for TEL?
- Expansion in Electric Vehicle (EV) Connectivity: The growing demand for electric vehicles presents a significant growth opportunity for TE Connectivity. As EVs require advanced connectivity solutions for battery management, charging systems, and vehicle control, TE Connectivity can leverage its expertise to provide these critical components. This expansion is an ongoing catalyst.
- Increasing Adoption of IoT in Industrial Applications: The Industrial Internet of Things (IIoT) is driving demand for sensors and connectivity solutions in manufacturing, energy, and other industrial sectors. TE Connectivity can capitalize on this trend by offering solutions that enable data collection, monitoring, and control of industrial equipment. This adoption is an ongoing catalyst.
- Growth in Medical Device Connectivity: The medical device industry is increasingly relying on advanced connectivity solutions for remote monitoring, diagnostics, and telehealth applications. TE Connectivity can leverage its expertise in medical-grade connectors and sensors to serve this growing market. This growth is an ongoing catalyst.
- Penetration in Aerospace and Defense Markets: The aerospace and defense industries require robust and reliable connectivity solutions for avionics, communication systems, and electronic warfare. TE Connectivity can expand its presence in these markets by offering specialized connectors, sensors, and cable assemblies that meet the stringent requirements of these sectors. The global aerospace and defense connectivity market is expected to grow steadily, providing a stable and lucrative growth opportunity for TE. This penetration is an ongoing catalyst.
- Expansion in Emerging Markets: Emerging markets, particularly in Asia-Pacific and Latin America, are experiencing rapid industrialization and infrastructure development, driving demand for connectivity solutions. TE Connectivity can capitalize on this trend by expanding its sales and distribution networks in these regions and offering products tailored to the specific needs of these markets. The growth in emerging markets is an ongoing catalyst.
What Are TEL's Competitive Advantages?
- Broad Product Portfolio: TE Connectivity offers a wide range of connectivity and sensor solutions, catering to diverse industries and applications.
- Global Presence: The company has a strong global footprint, with operations in approximately 140 countries, enabling it to serve customers worldwide.
- Engineering Expertise: TE Connectivity has a strong focus on engineering and innovation, allowing it to develop advanced and customized solutions.
- Strong Customer Relationships: The company has established long-term relationships with key customers in various industries, providing a stable revenue base.
What Does TEL Do?
TE Connectivity Ltd., formerly known as Tyco Electronics Ltd., was incorporated in 2000 and rebranded in March 2011 to reflect its focus on connectivity solutions. Headquartered in Schaffhausen, Switzerland, the company operates globally, providing a wide array of connectivity and sensor solutions. TE Connectivity serves various sectors, including automotive, industrial equipment, aerospace, defense, oil and gas, energy, medical, data and devices, and appliances. The company's products include terminals and connector systems, sensors, relays, antennas, and heat shrink tubing. These products are essential components in electronic devices and systems, enabling the flow of data, power, and signals. TE Connectivity operates through three primary segments: Transportation Solutions, Industrial Solutions, and Communications Solutions. The Transportation Solutions segment caters to the automotive, commercial transportation, and sensor markets. The Industrial Solutions segment focuses on aerospace, defense, oil and gas, industrial equipment, medical, and energy markets. The Communications Solutions segment serves the data and devices, and appliances markets. TE Connectivity distributes its products worldwide through direct sales to manufacturers and through third-party distributors, reaching customers in approximately 140 countries. With a strong emphasis on innovation and engineering, TE Connectivity continues to develop advanced solutions that address the evolving needs of its diverse customer base.
What Products and Services Does TEL Offer?
- Manufactures and sells connectivity solutions.
- Produces a wide range of sensors for various applications.
- Offers solutions for the automotive industry, including connectors and sensors for electric vehicles.
- Provides connectivity solutions for industrial equipment and automation systems.
- Develops components for the aerospace and defense sectors.
- Supplies connectivity and sensor solutions for medical devices.
- Offers solutions for the communications industry, including data and devices.
How Does TEL Make Money?
- TE Connectivity generates revenue through the sale of connectivity and sensor solutions to manufacturers and distributors.
- The company operates through three segments: Transportation Solutions, Industrial Solutions, and Communications Solutions.
- TE Connectivity focuses on providing solutions for harsh environments, requiring high reliability and performance.
- The company invests in research and development to innovate and expand its product portfolio.
What Industry Does TEL Operate In?
TE Connectivity operates in the hardware, equipment, and parts industry, which is experiencing growth due to increasing demand for connectivity and sensor solutions across various sectors. The market is competitive, with key players like Amphenol Corporation (APH) and Flex Ltd. (FLEX) vying for market share. The industry is influenced by trends such as the Internet of Things (IoT), electric vehicles, and automation, driving the need for advanced connectivity solutions. TE Connectivity's broad product portfolio and global presence position it well to capitalize on these trends.
Who Are TEL's Key Customers?
- Automotive manufacturers who use TE Connectivity's products in vehicles.
- Industrial equipment manufacturers who integrate TE Connectivity's solutions into their products.
- Aerospace and defense companies that require reliable connectivity solutions.
- Medical device companies that use TE Connectivity's components in their devices.
- Communications equipment manufacturers who incorporate TE Connectivity's solutions into their products.
Research confidence
Broad, current evidence sits behind this analysis.
- ● Scored on 100% of our measures
- ● Price is current
- ● Latest filing 49 days ago
- ● Covered by analysts
Why 73?
Measured against companies in the same sector. The figures below are the factor contributions the scoring engine itself produced.
What is helping
- +0.22 Interest cover (Financial Strength)
- +0.21 Return on assets (Business Quality)
- +0.21 Return on invested capital (Business Quality)
What is holding it back
- -0.18 Debt to equity (Financial Strength)
- -0.11 Earnings growth (Growth)
- -0.07 Price to book (Valuation)
Contribution = how far the company sits from its sector on that measure, weighted by how much the pillar counts. Not investment advice. How the score is built →
MoonshotScore History
Recorded daily since 2026-08-23 · 19 snapshots
| 2026-08-23 | 43 |
| 2026-08-26 | 43 |
| 2026-08-29 | 43 |
| 2026-09-01 | 71 |
| 2026-09-04 | 71 |
| 2026-09-07 | 72 |
| 2026-09-10 | 73 |
What changed?
The grade moved from 43 to 73 (+30).
Over the same 18 days the stock moved +0.6%.
TE Connectivity Ltd. (TEL) Valuation Context
Valued at $59.3B, TEL is classified as a large-cap stock. Analyst price targets span from $225.00 to $300.00, with a consensus of $248.86. At the current price of $204.63, that implies approximately 22% upside potential. Relative to its peer group, TEL's quantitative score of 73/100 is roughly in line with the peer average of 68/100.
TEL Revenue & Earnings Trend
In Q3 FY2026, TEL generated $5.16B in top-line revenue, marking a sequential increase of 8.8%. The company recorded net income of $748.0M, with diluted EPS of $2.55. Revenue has increased across the last three reported quarters, suggesting sustained momentum for this large-cap Technology company. Across the four most recent quarters, TEL averaged $2.55 in diluted EPS.
Company Profile
TE Connectivity Ltd. operates in the Semiconductors industry within the Technology sector. It is headquartered in Galway, IE. The company is led by CEO Terrence R. Curtin. TEL has traded publicly since 2007.
Key Financial Metrics
Return on equity for TE Connectivity Ltd. stands at 23.2%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 11.6%, showing how much profit it generates from its asset base. TEL trades at a trailing price-to-earnings ratio of 19.89, below the Technology sector average of ~32.70x. Its free cash flow yield is 5.8%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.88 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 4.8%, the inverse of the P/E and a quick read on earnings relative to price.
Financial Health
TE Connectivity Ltd.'s Piotroski F-Score is 8/9, a 9-point checklist of profitability, leverage and efficiency — signaling solid underlying fundamentals. Its Altman Z-Score of 4.23 places it in the safe zone, indicating low near-term bankruptcy risk.
Earnings Track Record
TE Connectivity Ltd. has beaten Wall Street's EPS estimate in 7 of its last 8 reported quarters — a consistent record of delivering on expectations. Reported results have landed about 4.7% above estimates on average.
Insider Activity
Over the past six months, TE Connectivity Ltd. insiders filed 15 SEC Form 4 transactions — 9 sales and 6 purchases. On net that is roughly 28K shares disposed (about $5.0M), a signal worth weighing alongside the fundamentals.
TEL Financials
TEL earnings history & estimates →
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Diversified product portfolio serving multiple industries.
- Global presence with operations in approximately 140 countries.
- Strong engineering and innovation capabilities.
- Established relationships with key customers.
Bear Case
- Exposure to economic cycles in various end markets.
- Dependence on key suppliers for raw materials.
- Potential for product obsolescence due to technological advancements.
- Currency exchange rate fluctuations impacting financial results.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · September 2026
From the Earnings Call
“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
“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
TEL Q2 FY2026 earnings call transcript · 2026-04-22
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q3 FY2026 | $5.16B | $748M | $2.55 |
| Q2 FY2026 | $4.74B | $855M | $2.90 |
| Q1 FY2026 | $4.67B | $750M | $2.53 |
| Q4 FY2025 | $4.58B | $663M | $2.22 |
Q3 FY2026 · filed 24 Jul 2026 · SEC EDGAR →
Based on FMP financials and quantitative analysis
TEL Latest News
-
Why Is Snap Stock Surging on Friday?
benzinga · Sep 11, 2026
-
BDCs May Get The Catalyst They Desperately Need, But Here's Why You Should Remain Cautious
All Articles on Seeking Alpha · Sep 6, 2026
-
Why Is Bloom Energy Stock Surging on Friday?
benzinga · Sep 4, 2026
-
TE Connectivity (TEL) Pulls Back, Is The 18% Undervaluation Gap Convincing?
Simply Wall St. · Sep 3, 2026
TEL Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for TEL.
Price Targets
Median: $234.00 (+21.6% from current price)
Source: FMP analyst consensus · as of Aug 25, 2026 · an estimate, not advice
TEL MoonshotScore
What does this score mean?
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. TEL scores 73/100 (Grade A): the number comes from the five-pillar engine (business quality, financial safety, valuation, growth durability, momentum), re-ranked daily against sector peers.
Latest News
Why Is Snap Stock Surging on Friday?
BDCs May Get The Catalyst They Desperately Need, But Here's Why You Should Remain Cautious
Why Is Bloom Energy Stock Surging on Friday?
TE Connectivity (TEL) Pulls Back, Is The 18% Undervaluation Gap Convincing?
Leadership: Heath A. Mitts
Chief Executive Officer
Heath A. Mitts serves as the Chief Executive Officer of TE Connectivity Ltd. His career spans several leadership roles within the technology and manufacturing sectors. Prior to his appointment as CEO, Mitts held various executive positions at TE Connectivity, overseeing strategic initiatives and operational improvements. He brings extensive experience in global operations, supply chain management, and product development. His leadership is focused on driving innovation and growth across TE Connectivity's diverse business segments. Mitts's background includes a strong emphasis on engineering and technology management.
Track Record: Under Heath A. Mitts's leadership, TE Connectivity has focused on expanding its presence in key growth markets, such as electric vehicles and industrial automation. He has overseen strategic acquisitions and partnerships to enhance the company's product portfolio and technological capabilities. Mitts has also emphasized operational efficiency and cost management, contributing to improved profitability. His tenure has been marked by a commitment to innovation and customer satisfaction.
TE Connectivity Ltd. Technology Stock: Key Questions Answered
What does the AI Score mean for TEL?
TEL holds an AI Score of 73/100 (Grade: A). This is an educational research signal, not a buy or sell recommendation. The number comes from the five-pillar engine (business quality, financial safety, valuation, growth durability, momentum), re-ranked daily against sector peers. TE Connectivity Ltd. is a global manufacturer of connectivity and sensor solutions, serving diverse industries.
Is TEL a good stock?
Stock Expert AI does not rate TEL buy, sell or hold. TE Connectivity Ltd. carries a MoonshotScore of 73/100 on the five-pillar engine, a research rating against its peers. Whether it fits is your call: check what it sells, whether it earns, what the price assumes, and what would prove you wrong.
What do analysts say about TEL stock?
Analyst consensus on TE Connectivity (TEL) stock generally reflects a positive outlook, driven by the company's strong market position and growth prospects. Key valuation metrics, such as the P/E ratio of 19.89, suggest that the stock is reasonably valued relative to its earnings.
What are the key factors to evaluate for TEL?
TE Connectivity Ltd. (TEL) holds a MoonshotScore of 73/100 (high). P/E: 19.89x vs the S&P 500's ~20-25x. Analysts target $248.86 (+22%). Not financial advice.
How frequently does TEL data refresh on this page?
TEL's price was last updated on Sep 11, 2026 and refreshes on page view during U.S. market hours; the quote is a provider snapshot, not an exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven TEL's recent stock price performance?
TE Connectivity Ltd. (TEL) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Diversified product portfolio serving multiple industries. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider TEL overvalued or undervalued right now?
TE Connectivity Ltd. (TEL) trades at 19.89x earnings. Analysts target $248.86 (+22%) — upside seen. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
Can I buy fractional shares of TEL?
Yes, most major brokerages offer fractional shares of TE Connectivity Ltd. (TEL) with no minimum purchase requirement. This means you can invest any dollar amount regardless of the share price. Check your brokerage platform for specific terms, fees, and fractional share availability.
How can I track TEL's earnings and financial reports?
TE Connectivity Ltd. (TEL) reports quarterly earnings approximately 4-6 weeks after each fiscal quarter ends. You can track earnings dates, revenue and EPS estimates, and actual results on this page's Financials tab. Earnings surprises (beats or misses) often cause significant short-term price moves. Your brokerage can send alerts for TEL earnings announcements.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- The information provided is based on available data and market analysis as of May 10, 2026.
- Future events and market conditions may impact the accuracy of the information.
- This is not investment advice. Conduct thorough research before making any investment decisions.