Ai Infrastructure Demand

TE Connectivity Posts Record $19.9B Sales on AI Demand, Guides Higher

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TE Connectivity Posts Record $19.9B Sales on AI Demand, Guides Higher

Galway – October 29, 2026 -- TE Connectivity (NYSE: TEL) closed fiscal 2026 with record net sales of $19.9 billion, up 15% on a reported basis and 12% organically, as customer demand for data and power connectivity lifted both of its segments.

Adjusted EPS rose 24% to $11.52 for the year ended September 25, 2026. GAAP EPS climbed 80% to $11.07. Adjusted operating margin was 22%, against 20% on a GAAP basis.

Fourth-quarter orders jump 29% to $6.1 billion

Fourth-quarter net sales hit a record $5.3 billion, up 12% reported and 13% organic, with the Industrial and Transportation segments both growing strongly. Orders reached $6.1 billion, up 29% year over year and 6% sequentially.

GAAP diluted EPS from continuing operations was $3.10, up 39%, while adjusted EPS of $3.14 rose 21%. GAAP operating margin was 21% and adjusted operating margin was 22%.