TE Connectivity Ltd. (TEL)

FairStock Score: 70/100 — STEADY

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I approach TE Connectivity as a Graham-style value investor. At the close on 2026-10-13, the stock was $215.92, giving a $62.5B market cap, while FairStock calculated a P/E of 21.15 and a P/B of 4.73. The Graham Number is $102.45, so the margin of safety is negative 110.76%. That tells me the price already reflects a lot of good news. The business is not a fly-by-night: in fiscal Q3 2026, the quarter ended 2026-06-26, TE reported revenue of $5.2B, net income of $748.0M, and diluted EPS of $2.55. In fiscal Q3 2025, the quarter ended 2025-06-27, revenue was $4.5B, net income was $638.0M, and diluted EPS was $2.14. That is solid recent growth. Still, the annual record is lumpy. In FY2025, the fiscal year ended 2025-09-26, revenue was $17.3B and net income was $1.8B, or $6.16 per diluted share. In FY2024, the fiscal year ended 2024-09-27, net income was $3.2B and diluted EPS was $10.33. FairStock labels TE a slow grower whose profit shrank 5.0% a year over four years, with revenue growth of 3.7%. Financial health is decent: debt/equity 0.43, Altman Z-score 4.26, Piotroski 6/9, trailing twelve-month free cash flow $3.3B, and FCF yield 5.3%. ROE is 23.29%, but ROCE is 9.69%, so returns are mixed. TE has scale in connectors and sensors, yet at 21 times earnings and a negative Graham margin, I would want a wider discount.

In plain English: TE Connectivity makes connectors, sensors, and other parts that help cars, machines, and electronic systems work. It earned $748.0 million in the quarter ended June 26, 2026, up from $638.0 million a year earlier, so recent business looks reasonably strong. However, the stock at $215.92 on October 13, 2026 looks expensive compared with its recent profits and net assets, so it does not look cheap.

The full AI analysis, bull and bear case and key monitorables are in FairStock Pro.

Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q3 2026 10-Q (period ended 2026-06-26) · fiscal Q2 2026 10-Q (period ended 2026-03-27) · fiscal Q1 2026 10-Q (period ended 2025-12-26) · fiscal Q3 2025 10-Q (period ended 2025-06-27) · FY2025 10-K (period ended 2025-09-26) · FY2024 10-K (period ended 2024-09-27) · FY2023 10-K (period ended 2023-09-29)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer