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TE Connectivity (TEL) earnings and revenue breakdown

Latest: Q4 FY26 · 8-K filed Oct 28, 2026

Q4 FY26 Revenue up 12% year over year to $5.3B · 17¢ of every $1 of revenue kept as net profit · operating margin 20.6%

TE Connectivity made $5.3B in Q4 FY26 (+12% Y/Y). Operating margin 20.6%, net earnings $900M. See where every dollar goes — costs, profit and cash — as a Sankey from the 8-K filed Oct 28, 2026 (preliminary, from the earnings release).

Revenue$5.3B
Year over year+12%
Operating margin20.6%
Net earnings$900M
Operating cash flow$1.5B

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TE Connectivity Q4 FY26 revenue breakdown: Sankey diagram of revenue, costs, profit and cash flow
TE Connectivity Q4 FY26 revenue breakdown — free to use with credit and a link (terms). Share on X
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What changed this quarter

Revenue was $5.3B in Q4 FY26, up 12% year over year and up 3% from the previous quarter.

Gross margin was 35.5%, up 0.6 points from Q4 FY25. Operating profit was $1.1B, a 20.6% margin (up 1.3 points year over year). Of the extra revenue versus Q4 FY25, 31% reached operating profit, above the 19% margin then. Operating expenses grew 7% against revenue growth of 12%. The fastest-growing cost line was Other operating costs (+10%). Net earnings were $0.90B, up 36% year over year. The effective tax rate was 16.3%.

Operating cash flow was $1.5B (up 8% year over year), 170% of net earnings. Non-cash charges added back $0.28B of depreciation and amortization and $0.04B of share-based compensation. Working capital and other items added $0.32B. After capital expenditures, net ($0.29B), free cash flow as the company reports it was $1.2B.

Quarterly history

TE Connectivity revenue by quarterTE Connectivity revenue by quarter$4.1BQ2 FY25$4.5BQ3 FY25$4.7BQ4 FY25$4.7BQ1 FY26$4.7BQ2 FY26$5.2BQ3 FY26$5.3BQ4 FY26
TE Connectivity net earnings by quarterTE Connectivity net earnings by quarter$13.0MQ2 FY25$638MQ3 FY25$663MQ4 FY25$750MQ1 FY26$855MQ2 FY26$748MQ3 FY26$900MQ4 FY26
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q4 FY268-KOct 28, 2026$5.3B+12%20.6%$900M$1.5B
Q3 FY2610-QJul 24, 2026$5.2B+14%19.0%$748M$1.2B
Q2 FY2610-QApr 24, 2026$4.7B+14%20.1%$855M$947M
Q1 FY2610-QJan 23, 2026$4.7B+22%20.6%$750M$865M
Q4 FY2510-KNov 10, 2025$4.7B+17%19.3%$663M$1.4B
Q3 FY2510-QJul 25, 2025$4.5B+14%18.9%$638M$1.2B
Q2 FY2510-QApr 28, 2025$4.1B+4%18.1%$13.0M$653M

Charts

TE Connectivity: revenue growth, year over year and quarter over quarterTE Connectivity: revenue growth, year over year and quarter over quarterY/YQ/Q+4%Q2 FY25+14%+9%Q3 FY25+17%+5%Q4 FY25+22%-2%Q1 FY26+14%+2%Q2 FY26+14%+9%Q3 FY26+12%+3%Q4 FY26
Latest (Q4 FY26): Y/Y +12%, Q/Q +3%.
TE Connectivity: where the cash came from (+) and went (−), TTM to Q3 FY26TE Connectivity: where the cash came from (+) and went (−), TTM to Q3 FY26Operating cash flow$4.4BBuybacks−$1.8BCapital spending−$1.1BDividends−$852MCash drawn (+) / kept (−)−$567MAcquisitions−$200MShares issued$160MOther financing−$68.0MAsset & business sales$10.0MOther investing−$9.0MExchange rates−$3.0MNet borrowing (+) / repaid (−)−$1.0M
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
TE Connectivity: profit against cash, quarter by quarterTE Connectivity: profit against cash, quarter by quarterNet incomeOperating cash flow$276M$1.0BQ4 FY24$528M$878MQ1 FY25$13.0M$653MQ2 FY25$638M$1.2BQ3 FY25$663M$1.4BQ4 FY25$750M$865MQ1 FY26$855M$947MQ2 FY26$748M$1.2BQ3 FY26
Latest (Q3 FY26): Net income $748M, Operating cash flow $1.2B.
TE Connectivity: diluted shares by fiscal yearTE Connectivity: diluted shares by fiscal year332MFY20333MFY21325MFY22317MFY23309MFY24299MFY25
-9.9% since FY20: buybacks shrank the count.
TE Connectivity: long-term debt falling due (FY25)TE Connectivity: long-term debt falling due (FY25)$852M2026$402M2027$585M2028$643M2029$350M2030$2.9BLater
Cash $1.3B, short-term investments —, long-term debt — at 2025-09-26.
TE Connectivity in its industry: growth against margin (8 companies, SIC 5065)TE Connectivity in its industry: growth against margin (8 companies, SIC 5065)revenue growth, year over year →↑ operating marginmedian +20%median 8%AVTARWEACORELLSPRSFSTJUUUTEL (+12%, 21%)
Wholesale-Electronic Parts & Equipment, NEC; dot size is quarterly revenue; dashed lines are the industry's medians.

Interactive views

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💵Where each $1 goesinteractive

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🌏Named in Asian annual reportsinteractive

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🔄Rotation against the market and its industry (RRG)interactive

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🔍Earnings qualityinteractive

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⚖️Fair value by methodinteractive

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🔭Outlook & guidanceinteractive

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📈Investments: gains and what it boughtinteractive

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🏭Its industry’s money flow (input-output)interactive

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About TE Connectivity

We are a global industrial technology leader creating a safer, sustainable, productive, and connected future. As a trusted innovation partner, our broad range of connectivity and sensor solutions enable the distribution of power, signal, and data to advance next-generation transportation, energy networks, automated factories, data centers enabling artificial intelligence, and more. References in this report to “TE Connectivity,” the “Company,” “we,” “us,” or “our” refer to TE Connectivity Ltd. before September 30, 2024 and to TE Connectivity plc on or after September 30, 2024.

In its own words, from its 10-K, filed Nov 10, 2025.

TE Connectivity against its Wholesale-Electronic Parts & Equipment, NEC peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +12% against the peers' median +20%. Operating margin: 20.6% against the peers' median 7.9%.

CompanyQuarterRevenueY/YOp. margin
TEL TE ConnectivityQ4 FY26$5.3B+12%20.6%
AVT AvnetQ1 FY27$10.7B+82%4.4%
ARW Arrow ElectronicsQ3 2026$10.7B+39%4.0%
EACO EacoQ4 FY26$164M+34%13.0%
RELL Richardson ElectronicsQ1 FY27$64.9M+19%7.9%
SPRS Surge ComponentsQ3 FY26$10.1M-2%2.4%
FSTJ First America ResourcesQ2 2026$5.8M+20%9.4%
UUU Universal Safety ProductsQ1 FY27$110K-97%-672.9%

Source: TE Connectivity 8-K on SEC EDGAR · CIK 1385157 · Wholesale-Electronic Parts & Equipment, NEC

Guidance and outlook

TE Connectivity Revenue: guidance against what was reportedTE Connectivity Revenue: guidance against what was reportedguided rangereported (above / within / below)Q2 FY25$4.1BQ3 FY25$4.5BQ4 FY25$4.7BQ1 FY26$4.7BQ2 FY26$4.7BQ3 FY26$5.2BQ4 FY26Q1 FY27
Met or beat 6 of 6 guided periods. Grey: the last range guided before the figures came out; dot: the reported figure.
TE Connectivity: what its forward-looking statements are about (10-Q filed 2026-07-24)TE Connectivity: what its forward-looking statements are about (10-Q filed 2026-07-24)Other6Demand2Financing2Margins1Deals1People1Supply chain1Legal & regulation1
15 statements; tone -0.13 (−1 all cautious, +1 all confident); 4 hedged.
TE Connectivity: outlook statements against the filing beforeTE Connectivity: outlook statements against the filing beforeNew3Updated4Dropped1Cautious2

More on TEL

History

Every quarter: Q4 FY26 results · Q3 FY26 results · Q2 FY26 results · Q1 FY26 results · Q4 FY25 results · Q3 FY25 results · Q2 FY25 results

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