TEL

TE Connectivity plc

TechnologyElectronic ComponentsNASDAQ

$209.44

+$14.08 (6.72%)today

Conviction

0/ 10

Fair Value$275.37

Upside+31.48%

Signal0

Market Cap$58.3B

52W Range$116.30–$250.67

Next EarningsApr 22

Price History

FAIR VALUE ANALYSISMonte Carlo · 3,000 runs · 99% valid

Fair Value$116.93

Current Price$203.45

Upside / Down-42.5%

P(Undervalued)0.0%

P(20%+ Up)0.0%

P(15%+ Down)97.2%

Fair Value Distribution — percentile bands

0.0% of simulations place fair value above current price

WHAT IS PRICED IN

Revenue-Based Reverse DCF

16.8%/yr

±5.4% · revenue growth to justify current price

FCF-Based Reverse DCF

13.4%/yr

±2.9% · FCF growth to justify current price

THE GAP

Market pricing margin expansion or capex normalization

KEY VALUE DRIVERS

Spearman correlation — what moves this valuation most

Quick Take

TE Connectivity plc, together with its subsidiaries, manufactures and sells connectivity and sensor solutions in Europe, the Middle East, Africa, the AsiaPacific, and the Americas.

Trailing P/E28.7x

Forward P/E16.1x

P/S3.2x

EPS (TTM)$6.93

Analyst Target$275.37

Analyst Upside31.5%

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Bull Case

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Bear Case

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Research Feed

sec_10qMar 2

Conviction: unchanged

TE Connectivity Q1 FY2026: Industrial Solutions Momentum on AI/Energy Tailwinds

TE Connectivity Q1 FY2026: Revenue +21.7% (15% organic), operating income +39.6%, margin up 260bps. Industrial Solutions growing 26% organically, led by AI/data center (+70%) and energy (+15% organic)...