The company delivered sales growth of more than 20% and earnings growth over 30%, driven by broadening growth from investments in data and power connectivity in key applications such as AI, energy grid hardening and next generation vehicles that are driving auto content growth above market. Record quarterly orders of over $5 billion position TE for continued strong growth and margin expansion.
Cyborg Score Rationale
The company achieved 22% sales growth and 260 basis points GAAP margin expansion with adjusted operating margin expanding 180 basis points to 22.2%, driven by strong operational performance across both segments. Sustained double-digit growth is expected driven by AI, energy grid and next-gen vehicle connectivity demand.
Top Insights
Record orders of $5.1 billion represent 28% year-over-year growth and 9% sequential growth
Company benefits from broadening growth in data and power connectivity applications such as AI, energy grid hardening and next-generation vehicles
Market capitalization of $71B with trailing twelve-month revenue of $17.3B provides scale and financial stability
Named Competitors
Amphenol — Major electrical connectors and sensor solutions competitor
Molex — Interconnect and sensor solutions provider
Heilind Electronics — Distributor and supplier of connectivity products
Recent Developments
January 2026: Announced strong Q1 fiscal 2026 results with $4.7 billion in net sales, up 22% year-over-year and 15% organically, driven by growth in both Industrial and Transportation segments
April 2025: Completed acquisition of Richards Manufacturing to expand product portfolio
January 2026: Named to Fortune's World's Most Admired Companies list for the ninth consecutive year
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