Filing Flows › TE Connectivity (TEL) › Q3 FY26 › vs Q2 FY26
TE Connectivity (TEL) Q3 FY26 vs Q2 FY26 (quarter over quarter)
TE Connectivity's revenue rose $416M (+9%) from $4.7B in Q2 FY26 to $5.2B in Q3 FY26. The biggest changes: Industrial Solutions +$258M (+11%); Transportation Solutions +$158M (+7%). Gross margin 35.6% against 36.8% (-1.2 pts).
TE Connectivity, Q3 FY26: revenue $5.2B (+14% year over year), operating margin 19.0%, net earnings $748M, operating cash flow $1.2B. The chart draws each line against Q2 FY26, the increases inside each band.
Margins
| Q3 FY26 | Q2 FY26 | Change | |
|---|---|---|---|
| Gross margin | 35.6% | 36.8% | -1.2 pts |
| Operating margin | 19.0% | 20.1% | -1.1 pts |
| Net margin | 14.5% | 18.0% | -3.5 pts |
Every line
| Line | Q3 FY26 | Q2 FY26 | Change | % |
|---|---|---|---|---|
| Transportation Solutions | $2.6B | $2.4B | $158M | +7% |
| Industrial Solutions | $2.6B | $2.3B | $258M | +11% |
| Revenue | $5.2B | $4.7B | $416M | +9% |
| Gross profit | $1.8B | $1.7B | $90.0M | +5% |
| Cost of revenue | $3.3B | $3.0B | $326M | +11% |
| Operating profit | $981M | $954M | $27.0M | +3% |
| Operating expenses | $854M | $791M | $63.0M | +8% |
| Pre-tax earnings | $971M | $942M | $29.0M | +3% |
| SG&A | $532M | $536M | −$4.0M | -0.7% |
| Other operating costs | $322M | $255M | $67.0M | +26% |
| Net earnings | $748M | $855M | −$107M | -13% |
| Income tax | $223M | $87.0M | $136M | +156% |
| Depreciation & amortization | $256M | $243M | $13.0M | +5% |
| Share-based compensation | $38.0M | $42.0M | −$4.0M | -10% |
| Working capital & other | $143M | −$193M | $336M | — |
| Operating cash flow | $1.2B | $947M | $238M | +25% |
Questions
How much did TE Connectivity's revenue grow quarter over quarter in Q3 FY26?
TE Connectivity's revenue rose $416M (+9%) from $4.7B in Q2 FY26 to $5.2B in Q3 FY26.
What drove TE Connectivity's revenue change in Q3 FY26?
Industrial Solutions +$258M (+11%); Transportation Solutions +$158M (+7%).