TE Connectivity Ltd. (NYSE:TEL) Q1 2023 Earnings Conference Call January 25, 2023 8:30 AM ET Company Participants Sujal Shah - VP, IR Terrence R. Curtin - CEO Heath Mitts - EVP and CFO Conference Call Participants Mark Delaney - Goldman Sachs David Kelley - Jefferies Wamsi Mohan - Bank of America Securities Christopher Snyder - UBS Matthew Sheerin - Stifel, Nicolaus & Company James Suva - Citigroup Amit Daryanani - Evercore ISI Scott Davis - Melius Research Christopher Glynn - Oppenheimer & Co. William Stei ...

2023 Earnings Forward-Looking Statements Non-GAAP Financial Measures TE Connectivity First Quarter EVERY CONNECTION COUNTS Forward-Looking Statements Where we have used non-GAAP financial measures, reconciliations to the most comparable GAAP measure are provided, along with a disclosure on the usefulness of the non-GAAP financial measure, in this presentation. Earnings Highlights • Transportation up 14% organically Y/Y, primarily driven by Automotive • Communications down 11% organically Y/Y, with weakness ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended September 30, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 001-33260 (Commission File Number) TE CONNECTIVITY LTD. (Exact name of registrant as specified in its charter) Switzerland (Jurisdiction of Incorporation) 98-0518048 (I.R.S. E ...

Financial Data and Key Metrics Changes - TE Connectivity reported Q4 sales of $4.4 billion, up 14% year-over-year, with adjusted earnings per share (EPS) of $1.88, an 11% increase year-over-year [19][20][23] - For the full year 2022, sales reached a record $16.3 billion, up 9% year-over-year, with adjusted EPS at $7.33, a 13% increase [22][51] - The company experienced a significant foreign exchange headwind of approximately $760 million for the full year and expects about $1 billion in 2023 [52] Business Line Data and Key Metrics Changes - Transportation segment sales increased 13% organically year-over-year, with the auto business growing 16% [39] - Industrial segment sales rose 16% organically, driven by strong performance in industrial equipment and aerospace [42] - Communication segment saw a 3% organic growth, but the appliance business declined 46% due to market moderation [44] Market Data and Key Metrics Changes - Orders for Q4 were $4.3 billion, reflecting resilience in transportation and industrial markets, while communication segment orders showed moderation [33] - Backlog increased to $6 billion, up 11% year-over-year, with a book-to-bill ratio of 1.03 in transportation [34] - Year-over-year growth in orders was 6% in China and Europe, while North America remained flat [38] Company Strategy and Development Direction - The company is focused on long-term growth opportunities in electric vehicles, smart factory applications, and renewable energy [32] - TE Connectivity is implementing price increases to offset inflationary pressures and expects margin recovery in the second half of 2023 [30][46] - The company aims to maintain a strong cash generation model while returning capital to shareholders [54] Management's Comments on Operating Environment and Future Outlook - Management acknowledged challenges from global economic uncertainty but emphasized strong operational performance and solid demand across most markets [9][10] - The company expects continued growth in transportation and industrial segments, while communication markets may face headwinds [86][90] - Management remains optimistic about long-term content growth driven by electric vehicle adoption and market positioning [125] Other Important Information - TE Connectivity returned over $2 billion to shareholders through share buybacks and dividends in fiscal 2022 [54] - The company reduced inventory by approximately $350 million in Q4 to align with improving supply chain conditions [21] Q&A Session Summary Question: Earnings trajectory into 2023 - Management discussed the impact of inventory reduction on margins and highlighted a record free cash flow of nearly $750 million in Q4 [62] Question: Order and backlog trends - Management clarified that a book-to-bill below one is expected as supply chains improve, with no significant cancellations or push-outs [73] Question: End markets outlook - Management provided insights on transportation, industrial, and communication segments, noting challenges and growth opportunities [82][90] Question: Gross margin impact from inventory reduction - Management confirmed that the inventory reduction would have a temporary impact on margins, with expectations for recovery in subsequent quarters [93] Question: Operating margin trajectory - Management indicated that transportation margins are expected to improve in the second half of the fiscal year due to planned price increases [100] Question: Content growth expectations - Management expressed confidence in exceeding the 4% to 6% content growth target due to electric vehicle penetration and stable production [125]

TE Connectivity Fourth Quarter 2022 Earnings November 2, 2022 EVERY CONNECTION COUNTS Forward-Looking Statements and Non-GAAP Financial Measures Forward-Looking Statements This presentation contains certain "forward-looking statements" within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. These statements are based on management's current expectations and are subject to risks, uncertainty and changes in circumstances, which may cause actual results, performance, financial conditio ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) 98-0518048 (I.R.S. Employer Identification No.) Mühlenstrasse 26, CH-8200 Schaffhausen, Switzerland (Address of principal executive offices) +41 (0)52 633 66 61 (Registrant's telephone number) Securities registered pursuant to Section 12(b) of the Act: ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended June 24, 2022 or ☐ TRANSITI ...

TE Connectivity Ltd. (NYSE:TEL) Q3 2022 Earnings Conference Call July 27, 2022 8:30 AM ET Company Participants Sujal Shah – Vice President-Investor Relations Terrence Curtin – Chief Executive Officer Heath Mitts – Chief Financial Officer Conference Call Participants Chris Snyder – UBS David Kelly – Jeffries Wamsi Mohan – Bank of America Mark Delaney – Goldman Sachs Robert Jamieson – Cowen & Company Amit Daryanani – Evercore William Stein – Truist Securities Matt Sheerin – Stifel Christopher Glynn – Oppenhe ...

Q3 2022 Performance Highlights - Sales reached $4.1 billion, a 7% increase reported and an 11% organic growth year-over-year, with growth across all businesses[5] - Orders totaled $4.2 billion, resulting in a book-to-bill ratio of 1.02, indicating strong customer demand[5] - Adjusted EPS increased by 4% year-over-year to $1.86[5] - Year-to-date free cash flow was approximately $1 billion, with around $1.6 billion returned to shareholders[5] Segment Performance - Transportation sales increased to $2.3 billion, up 2% reported and 8% organically year-over-year[12, 11] - Industrial sales increased to $1.134 billion, up 13% both reported and organically year-over-year[20, 19] - Communications sales increased to $663 million, up 15% reported and 16% organically year-over-year[27] Q4 2022 Guidance - Expects Q4 sales of approximately $4.2 billion and adjusted EPS of around $1.85[6] - Sales are projected to increase by 10% reported and 15% organically year-over-year, with adjusted EPS up 9% year-over-year[6] - Fiscal year 2022 sales are anticipated to be approximately $16.1 billion and adjusted EPS around $7.29[6]

TE Connectivity Bernstein Strategic Decisions Conference Terrence Curtin, CEO June 2, 2022 EVERY CONNECTION COUNTS Forward-Looking Statements and Non-GAAP Financial Measures Forward-Looking Statements This presentation contains certain "forward-looking statements" within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. These statements are based on management's current expectations and are subject to risks, uncertainty and changes in circumstances, which may cause actual results, pe ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended March 25, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 001-33260 (Commission File Number) TE CONNECTIVITY LTD. (Exact name of registrant as specified in its charter) Switzerland (Jurisdiction of Incorporation) 98-0518048 (I.R. ...