TE Connectivity Ltd - Registered Shares
TEL
Market Cap$61.02B
Close$
Earnings Call Q3 2025
July 23, 2025 - AI Summary
Strong Financial Performance: TE Connectivity recorded a 14% increase in sales, reaching $4.5 billion, and a 19% growth in adjusted earnings per share (EPS) of $2.27 in Q3 FY2025. The results exceeded guidance, with adjusted operating margins at a record 20%. Year-to-date free cash flow reached approximately $2.1 billion.
Growth Drivers: The Industrial segment saw over 20% organic growth driven by strong demand in digital data networks and energy applications. The company capitalized on trends in artificial intelligence (AI), expecting revenues from AI applications to exceed $800 million in FY2025, up from $300 million the previous year.
Transportation Segment Challenges: Although sales grew 2% organically for the Auto business, declines in Western markets (5%) offset strong growth in Asia (11%). Lower global auto production (expected to decline from 21 million units to 20 million in Q4) raises concerns about momentum and could pressure future growth in this segment.
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$133.17
36.1% downside
Current Fair Value
36.1% downsideOvervalued by 36.1% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $61.02 Billion |
|---|---|
| Enterprise Value | $68.92 Billion |
| Dividend Yield | $2.72 (1.32%) |
| Earnings per Share | $10.4 |
| Beta | 1.23 |
| Outstanding Shares | 296,000,000 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 42.01 |
|---|---|
| PEG | 370.33 |
| Price to Sales | 3.72 |
| Price to Book Ratio | 4.97 |
| Enterprise Value to Revenue | 4.16 |
| Enterprise Value to EBIT | 23.55 |
| Enterprise Value to Net Income | 16 |
| Total Debt to Enterprise | 0.12 |
| Debt to Equity | 0.69 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About TE Connectivity Ltd
80,000 employees
CEO: Thomas Lynch TE Connectivity is a $12 billion global industrial technology leader creating a safer, sustainable, productive and connected future. Its broad range of connectivity and sensor solutions, proven in the harshest environments, enable advanc...