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TEL

TE Connectivity plc
$214.33
+0.31% Oct 21 close
Information TechnologyS&P 500 Compare
-13%-5%+2%+10%+17%Oct 2025Oct 2026Apr 2026
TELSPY
1W
+1.9%
1M
+2.1%
3M
+7.4%
6M
-2.3%
YTD
-4.8%
1Y
-5.1%

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What they do

TE Connectivity plc manufactures and sells connectivity and sensor solutions in Europe, the Middle East, Africa, the Asia–Pacific, and the Americas. The company operates through two reportable segments, Transportation Solutions and Industrial Solutions. It provides antennas, application tooling, cable assemblies, connectors, electromagnetic compatibility/electromagnetic interference solutions, energy and power.

Technology · Electronic Components

For information only · Important disclosures

Grades vs sector

Momentum
27th percentile in sector
D+
12-1 return: -13.6%
Percentile within its GICS sector across the S&P 1500.
Growth
46th percentile in sector
C
Revenue growth (YoY): +13.8%
Percentile within its GICS sector across the S&P 1500.
Value
64th percentile in sector
B
Forward E/P: 6.1% · EBITDA/EV: 7.5%
Percentile within its GICS sector across the S&P 1500.
Profitability
69th percentile in sector
B
Profit margin: +15.6% · Return on equity: +23.3%
Percentile within its GICS sector across the S&P 1500.
Revisions
Not enough data yet
–
EPS estimate change, 30 days (current FY): –
30-day change in analysts' current-year EPS estimate; graded across covered stocks.

Our models

Not held by any of our 5 live models right now.

Quality Growth
Outside this model's universe or screens
Momentum Top 15
ranked 381 of 499 · 12-month momentum -5.5%
Momentum Blend
Not in the current book
New Highs Growth
Outside this model's universe or screens
Coteau Long Book
Not in the current book

News

More news
TE Connectivity CEO to present at the Baird 2026 Global Industrials Conference
PR Newswire · 13h ago

Key stats

Market value$62.0B
P/E (last 12 months)21.0
P/E (next 12 months, estimated)16.5
52-week range$190.27 – $252.56
Revenue growth (latest quarter vs a year ago)+13.8%
Dividend yield1.46%
Analyst consensusBuy (19)
Average analyst price target$251.79 (+17%)
Valuation and fundamentals

Valuation & fundamentals

Bottom line
Leans undervalued
Model read-out from the numbers below, not advice. Score +1 (DCF counts double).
•DCF (base case)below the price by 9%
•Forward P/E vs sector16.5x vs median 16.9x
•Piotroski F-score5/9
▲Altman Z5.1 (safe)
▲Net debt / EBITDA1.1x
▲Analyst target+17% (19 analysts)

Discounted cash flow

Bear
$119
-44%
growth 3% · disc. 10.9% · term. 2.0%
Base
$195
-9%
growth 8% · disc. 10.0% · term. 2.5%
Bull
$293
+37%
growth 11% · disc. 9.0% · term. 3.0%

A DCF starts from trailing free cash flow, so it can overstate value if the last 12 months were unusually strong (or weak). Use the bear case or edit the starting cash flow if so.

Reverse DCFfor context, not a signal
Today's price assumes free cash flow grows about 8% a year for 10 years.
Implied
+8%/yr
FCF, last 3 yrs
+24%/yr
FCF, last 5 yrs
+17%/yr
Revenue, last 3 yrs
+2%/yr
Revenue, last 5 yrs
+7%/yr
Same inputs as the DCF above: trailing free cash flow 3.3B, 10.0% discount rate, 2.5% growth after year 10, net debt and today's share count. Actual growth rates are compound annual rates from SEC annual filings through FY2025; "n/a" means too little history or a negative starting year.
Edit assumptions · recalculates instantly
Your value per share–

Free cash flow = operating cash flow − capital spending, trailing 12 months (TTM to 2026-06-26). Growth default: average of 3-year revenue CAGR and latest revenue growth, capped at 30%. Years 6–10 fade linearly to terminal growth. Discount rate = 4.25% risk-free assumption + beta 1.14 × 5% equity premium, kept within 7–13%. Bear: lower growth, +1 pt discount, 2% terminal. Bull: higher growth, −1 pt, 3%.

Multiples vs Information Technology

P/E (trailing)
sector median 35.9× · 26th pct
21.0×
cheaper
Forward P/E
sector median 16.9× · 48th pct
16.5×
cheaper
EV / EBITDA
sector median 20.8× · 26th pct
13.9×
cheaper
Price / sales
sector median 4.6× · 36th pct
3.2×
cheaper
Price / book
sector median 5.1× · 49th pct
5.0×
cheaper
FCF yield
sector median 3.5% · 71st pct
5.3%
cheaper

Forward EPS $12.97 vs trailing $10.21 (+27% expected growth). Forward P/E uses analysts' next-12-month estimate.

Quality & financial health

Gross margin
36.1%
Operating margin
19.7%
FCF margin
17.2%
Net margin
15.6%
Return on equity
24.2%
Return on invested capital
17.4%
Net debt / EBITDA
1.1×
Current ratio
1.9×
Interest cover
31.3×
Cash conversion (OCF/NI)
1.5×
Piotroski F-score 5/9 · last two fiscal years
✓ Positive net income✓ Positive operating cash flow✗ Return on assets improved✓ Cash flow above net income✗ Long-term debt / assets fell✗ Current ratio improved✓ No share dilution✓ Gross margin improved✗ Asset turnover improved

Altman Z-score 5.1 (safe zone; above 3.0 = safe, below 1.8 = distress). Not meaningful for banks and insurers.

Analysts

Mean target
$252
+17%
Analysts
19
Buy
Range
$215–$306
low – high
● price · ◆ mean target

Annual history

FYRevenueNet incomeFree cash flow
2025$17.3B$1.8B$3.2B
2024$15.8B$3.2B$2.8B
2023$16.0B$1.9B$2.4B
2022$16.3B$2.4B$1.7B
2021$14.9B$2.3B$2.0B
2020$12.2B$-241.0M$1.4B

From the company's 10-K filings via SEC XBRL. 3-year revenue CAGR +2.0%.

Earnings

Next report: 2026-10-28 · before open · EPS est 3.07
24-1025-0125-0425-0725-1026-0126-0426-070.002.94
EstimateActual (beat)Actual (miss)
ReportEPS estActualSurprise
2026-07-222.842.94+3.3%
2026-04-222.702.73+1.1%
2026-01-212.552.72+6.5%
2025-10-292.292.44+6.6%
2025-07-232.082.27+9.2%
2025-04-231.962.10+6.9%
2025-01-221.891.95+3.4%
2024-10-301.941.95+0.4%

Quarterly revenue

QuarterRevenueYoY
2026-06-30$5.2B+13.8%
2026-03-31$4.7B–
2025-12-31$4.7B–
2025-09-30$4.7B–
2025-06-30$4.5B–
Analyst actions
UBS
2026-10-07 · main
Buy → Buy
PT $253
Goldman Sachs
2026-10-06 · main
Buy → Buy
PT $288
Bernstein
2026-09-23 · init
→ Outperform
PT $243
Wells Fargo
2026-09-11 · main
Equal-Weight → Equal-Weight
PT $220
Baird
2026-07-23 · main
Outperform → Outperform
PT $225
Wells Fargo
2026-07-23 · main
Equal-Weight → Equal-Weight
PT $209

Recent dividends

2026-08-21: $0.780 · 2026-05-22: $0.780 · 2026-02-20: $0.710 · 2025-08-22: $0.710 · 2025-05-21: $0.710 · 2025-02-21: $0.650 · 2024-11-22: $0.650 · 2024-08-23: $0.650
Insider trades
None
None · None
SELL
–
None
None · None
SELL
–

Stats refreshed 2026-10-21 18:29:14 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now

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coteau

Independent research · Not investment advice · Important disclosures · Contact desk@coteau.app

Coteau Systematic Strategies publishes stock research and model portfolios. Results are hypothetical unless marked Live. Data: Yahoo Finance (15-min delayed), SEC EDGAR and the House Clerk.

Beta 0.9 · Oct 21, 2026