TE Connectivity plc · Electronic Parts & Equipment, NEC

TEL

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The short version

A profitable company with growing sales. Institutions are adding.

Going well

Sales up 14% in the latest quarter vs a year ago
Profitable
Brings in more cash than it spends

Money moves

No insider buying or selling in the last 30 days
Institutions added 3% to their holdings in the quarter ending June 2026 (600 bought, 553 sold)
Held by Ray Dalio (Bridgewater)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$213.90+2.9% that day

Company value: $61.9B; Share price times all shares
Price vs profit (P/E): 21.0x; You pay about $21 for each $1 of yearly profit
Price vs sales: 3.2x; Company value is 3.2 times a year of sales
Dividend yield: 1.3%; Yearly dividend as a share of today's price
Cash vs value: 2%; Cash as a share of company value
Debt vs value: 8%; Debt as a share of company value

From TEL's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jun '26

$5.2B+14% vs a year earlier

Sep '23Tap a barJun '26

Last 12 months: $19.3B, up 17% from the 12 months before. Over 5 years, sales grew about 7.2% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of TEL. Starting points are the company's recent numbers.

Sales growth+17% a yearRecently: +17% a yearProfit margin16%Last 12 months: 15.6%P/E at the end21xToday: 21.0x. Many steady companies trade at 12x to 25xShare count change-3% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$42.4B

Profit in 5 years$6.8B

Price these guesses point to$572.52+168% vs $213.90 todayAbout +22% a year, before dividends

What today's price needs: with a 16% margin and a 21x P/E, sales could shrink about 3.9% a year for 5 years and still match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

3/5Mixed

PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.10.7%
MissProfitable every yearSteady profits, not one good year.9 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$3.2B
PassShare count not growingNot diluting owners. Falling means buybacks.-8.0% in 3 years
MissGross margin 40%+Pricing power: sells for well above what it costs to make.35.2%

Revenue: $17.3B; +8.9% vs prior year
5-year growth: +7.2%/yr; revenue, per year
Total debt: $4.9B
Current ratio: 1.65x; short-term assets / bills due

From annual reports filed with the SEC. Not in this company's SEC data, so not scored: return on equity 15%+, debt under half of equity. A checklist is a starting point for research, not a verdict.