TE Connectivity Q1 EPS Beats Estimates with 22% Revenue Growth and $5B Orders
TE Connectivity reported Q1 EPS of $2.72, topping the $2.54 consensus by 7 cents, with revenue rising 22% year over year to $4.67 billion, including 15% organic growth. CEO Curtin noted record quarterly orders exceeding $5 billion, driven by AI, energy grid hardening, and next-generation vehicle demand.
1. Industry Recognition Reinforces TE Connectivity's Brand Strength
TE Connectivity has been named to Fortune’s World’s Most Admired Companies list for the ninth consecutive year, reflecting its strong standing among roughly 15,000 senior executives, directors and analysts who evaluate firms on criteria such as innovation, talent management and social responsibility. The annual ranking draws from the 1,000 largest U.S. companies by revenue and non-U.S. firms with revenues above $10 billion. CEO Terrence Curtin highlighted that sustaining this reputation underscores TE’s commitment to engineering excellence across its global workforce of over 90,000 employees, including 10,000 engineers in 130 countries.
2. Robust Q1 Financial Performance Underscores Growth Trajectory
In the fiscal first quarter ended December 31, 2025, TE Connectivity delivered earnings per share of $2.72, surpassing consensus estimates by 7% and representing year-over-year growth of over 39%. Revenue grew 22% to approximately $4.67 billion, driven by double-digit expansion in the Industrial and Transportation segments. Organic sales rose 15%, while record quarterly orders of more than $5 billion signal strong demand momentum in data-center connectivity, next-generation vehicles and energy-network projects.
3. Favorable Analyst Outlook Highlights Upside Potential
Goldman Sachs analyst Mark Delaney assigned a price target implying roughly 32% upside from current trading levels, citing TE’s leadership in AI-related tools and sensor solutions. The firm’s strategic investments in data and power connectivity—particularly for artificial-intelligence-capable data centers and grid-hardening initiatives—are expected to drive sustained margin expansion. Delaney noted that TE’s resilient order book and diversified end-market exposure position it to outperform peers such as Amphenol and Molex over the next 12 months.