Filing Flows › TE Connectivity (TEL) › Q3 FY26 › vs Q3 FY25
TE Connectivity (TEL) Q3 FY26 vs Q3 FY25 (year over year)
TE Connectivity's revenue rose $626M (+14%) from $4.5B in Q3 FY25 to $5.2B in Q3 FY26. The biggest changes: Industrial Solutions +$464M (+22%); Transportation Solutions +$162M (+7%). Gross margin 35.6% against 35.3% (+0.3 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 Q3 FY25, the increases inside each band.
Margins
| Q3 FY26 | Q3 FY25 | Change | |
|---|---|---|---|
| Gross margin | 35.6% | 35.3% | +0.3 pts |
| Operating margin | 19.0% | 18.9% | +0.1 pts |
| Net margin | 14.5% | 14.1% | +0.4 pts |
| Free cash flow margin | 17.1% | 21.2% | -4.1 pts |
Every line
| Line | Q3 FY26 | Q3 FY25 | Change | % |
|---|---|---|---|---|
| Transportation Solutions | $2.6B | $2.4B | $162M | +7% |
| Industrial Solutions | $2.6B | $2.1B | $464M | +22% |
| Revenue | $5.2B | $4.5B | $626M | +14% |
| Gross profit | $1.8B | $1.6B | $235M | +15% |
| Cost of revenue | $3.3B | $2.9B | $391M | +13% |
| Operating profit | $981M | $857M | $124M | +14% |
| Operating expenses | $854M | $743M | $111M | +15% |
| Pre-tax earnings | $971M | $846M | $125M | +15% |
| SG&A | $532M | $491M | $41.0M | +8% |
| Other operating costs | $322M | $252M | $70.0M | +28% |
| Net earnings | $748M | $638M | $110M | +17% |
| Income tax | $223M | $208M | $15.0M | +7% |
| Depreciation & amortization | $256M | $216M | $40.0M | +19% |
| Share-based compensation | $38.0M | $36.0M | $2.0M | +6% |
| Working capital & other | $143M | $297M | −$154M | -52% |
| Operating cash flow | $1.2B | $1.2B | −$2.0M | -0.2% |
| Free cash flow (company-reported) | $883M | $962M | −$79.0M | -8% |
| Capital expenditures, net | $302M | $225M | $77.0M | +34% |
Questions
How much did TE Connectivity's revenue grow year over year in Q3 FY26?
TE Connectivity's revenue rose $626M (+14%) from $4.5B in Q3 FY25 to $5.2B in Q3 FY26.
What drove TE Connectivity's revenue change in Q3 FY26?
Industrial Solutions +$464M (+22%); Transportation Solutions +$162M (+7%).