TEL — TE Connectivity plc · catalysts, narrative & risks

Key Recent Catalysts (last ~1–3 months)

Q3 FY2026 earnings and guidance raise (reported July 22, 2026): TE Connectivity reported Q3 FY2026 EPS of $2.94, beating consensus (cited as $2.84 [3] / $2.85 [11], [12]), on revenue of $5.16 billion that also exceeded estimates. The company then raised its full-year FY2026 guidance, targeting roughly 15% sales growth and ~23% EPS growth, citing accelerating demand in AI infrastructure, energy, and defense [3]. Orders were reported up roughly 70% year-to-date at that point [5].