Core Insights - The event is the 2025 Investor Day hosted by TE, taking place in Philadelphia, aimed at engaging with investors and providing insights into the company's future plans [1][2] Group 1: Event Overview - The agenda includes approximately 2 hours of prepared remarks from the CEO, segment presidents, and CFO, followed by a Q&A session [2] - The company encourages attendees to hold their questions until the formal Q&A session at the end of the presentations [2]

TE Connectivity 2025 Investor Day Summary Company Overview - **Company**: TE Connectivity (NYSE: TEL) - **Event**: 2025 Investor Day held on November 20, 2025, in Philadelphia Key Industry Insights - **Industry Focus**: Connectivity solutions across various sectors including artificial intelligence, power grids, autonomous factories, and next-generation vehicles [4][10][14] - **Market Size**: The addressable market for TE Connectivity is approximately $130 billion, with significant fragmentation providing both organic and inorganic growth opportunities [14][28] Core Financial Highlights - **Revenue**: Over $17 billion in the previous year with a 21% operating income and 25% EBITDA [13][28] - **Free Cash Flow**: Increased from $1.6 billion to $3.2 billion, indicating strong operational improvements [29] - **Growth Projections**: Expected growth rate of 6%-8% over the next five years, a significant increase from previous performance [10][28] Strategic Initiatives - **Co-Creation Model**: Emphasis on engineering close to customers to foster innovation and address complex architectures [17][18] - **Engineering Capacity**: Increased engineering staff by 25% over the past five years, now totaling 10,700 engineers working on 5,000 projects [18][19] - **Localization**: 76% of operations are localized in regions where customers are based, with 90% of the supply chain also localized [21][22] Growth Drivers - **Industrial Solutions**: Expected to be the largest growth driver, with a focus on automation and connected living [11][44] - **Transportation Segment**: Anticipated 4%-6% content outperformance in the automotive sector [11][12] - **Digital Data Networks and Energy**: Significant growth expected due to massive capital expenditures in these areas [56][57] Market Trends - **Data and Power Needs**: Increasing demand for high-speed data transfer and power solutions driven by AI and electrification trends [35][39] - **AI Surge**: Over $400 billion expected to be invested in AI this year, with TE Connectivity positioned to benefit from this growth [62][63] Operational Excellence - **Quality Improvement**: Achieved a 50% improvement in quality over the last five years, with plans for another 50% improvement in the next five years [26] - **Customization and Scale**: TE Connectivity operates over 3,000 molding presses and 1,200 stamping presses, emphasizing the ability to customize products while maintaining scale [24][25] Conclusion - **Future Outlook**: TE Connectivity is confident in its growth trajectory, driven by strong customer relationships, innovative engineering, and a commitment to operational excellence [48][49] - **Commitment to Shareholders**: Continued focus on increasing dividends and maintaining a strong return on invested capital (ROIC) [32][33]

2025 The next chapter of value creation TE Connectivity 2025 Investor Day Welcome Sujal Shah VP, Investor Relations Agenda Welcome Next Chapter of TE Industrial Solutions Transportation Solutions Shareholder Value Creation Sujal Shah VP, Investor Relations Terrence Curtin Chief Executive Officer Shad Kroeger President, Industrial Solutions Aaron Stucki President, Transportation Solutions Heath Mitts EVP & CFO Break Lunch Q&A 3 Forward-looking statements and Non-GAAP Financial Measures Forward-Looking Statem ...

Core Insights - TE Connectivity plc (TEL) is a global leader in connectors, sensors, and electronic components with a market cap of $69.8 billion, serving high-growth industries such as automotive, aerospace, and medical devices [1] Performance Summary - TEL shares have increased by 54.9% over the past 52 weeks, significantly outperforming the S&P 500 Index, which rose by 13.2% during the same period [2] - Year-to-date, TEL stock is up nearly 66%, compared to a 14.5% gain for the S&P 500 [2] - The stock has also outperformed the Technology Select Sector SPDR Fund (XLK), which returned 22.9% over the past 52 weeks [3] Financial Highlights - For Q4, TE Connectivity reported revenue of $4.75 billion, a 17% increase year-over-year, with 11% organic growth [4] - Adjusted EPS reached a record $2.44, up 25% from the previous year [4] - Orders rose by 22% to $4.7 billion, indicating strong demand [4] - The company generated $1.4 billion in operating cash flow and $1.2 billion in free cash flow, returning approximately $650 million to shareholders [4] Future Outlook - Analysts project TEL's adjusted EPS to grow by 16.6% year-over-year to $10.21 for the fiscal year ending in September 2026 [5] - The consensus rating among 18 analysts is a "Strong Buy," with 13 "Strong Buy" ratings and five "Holds" [5] - Barclays analyst Guy Hardwick raised the price target for TEL to $277 from $249, indicating sustained confidence in the company's outlook [6]

Core Insights - Allworth Financial LP increased its holdings in TE Connectivity by 68.1% in Q2, owning 2,422 shares valued at $409,000 [2] - TE Connectivity reported Q3 earnings of $2.44 EPS, exceeding estimates of $2.29, with revenue of $4.75 billion, up 16.7% year-over-year [5] - The company declared a quarterly dividend of $0.71, representing an annualized yield of 1.2% [6] Institutional Holdings - Nordea Investment Management AB raised its stake in TE Connectivity by 54.4%, now owning 1,605,782 shares valued at $269.72 million [3] - 91.43% of TE Connectivity's stock is owned by institutional investors and hedge funds [3] - KLP Kapitalforvaltning AS increased its holdings by 3.5%, now owning 110,533 shares valued at $18.69 million [3] Stock Performance - TE Connectivity shares opened at $237.14, with a market capitalization of $69.76 billion and a PE ratio of 38.56 [4] - The stock has a one-year low of $116.30 and a high of $250.67 [4] - The company has a debt-to-equity ratio of 0.38 and a current ratio of 1.56 [4] Insider Activity - EVP John S. Jenkins sold 25,021 shares at an average price of $247.73, representing a 54.48% decrease in ownership [7] - In the last ninety days, insiders sold 131,171 shares worth $31.38 million [7] - Insiders currently own 0.90% of the company's stock [7] Analyst Ratings - Evercore ISI raised its price target for TE Connectivity from $250.00 to $260.00, maintaining an "outperform" rating [8] - JPMorgan Chase & Co. increased its target price from $204.00 to $260.00, giving a "neutral" rating [9] - The average rating for TE Connectivity is "Moderate Buy" with a consensus target price of $241.58 [9] Company Overview - TE Connectivity manufactures and sells connectivity and sensor solutions across various regions, operating through three segments: Transportation Solutions, Industrial Solutions, and Communications Solutions [10]

Core Insights - Shanghai remains a top destination for foreign investment, with 265 foreign-invested enterprises making it to the 2024 Shanghai Foreign Investment Enterprises Top 100 list, an increase from 258 in the previous year [2][3] Group 1: Contribution of Foreign Enterprises - The top 100 foreign-invested enterprises account for 31.16% of the total operating revenue of all foreign-invested enterprises in Shanghai, 44.68% of the total import and export volume, 31.75% of the total tax contributions, and 17.50% of total employment [2] - Notable companies such as Apple, Tesla, and Shanghai Samsung Semiconductor lead in operating revenue, while companies like Daqo (Shanghai) and Tesla excel in import and export volume [2] Group 2: National Distribution of Foreign Investors - Companies from the United States, Japan, and Germany dominate the list, accounting for over 55% of the total, with 87 American companies represented, marking an increase of 4 from the previous year [3] Group 3: High-Tech Industry Performance - The biopharmaceutical sector shows significant growth, with 19 companies listed, an increase of 7 from the previous year, and notable increases in tax contributions and import/export volumes [4] - High-tech industries, including integrated circuits and artificial intelligence, account for 52% of foreign investment in manufacturing, with foreign R&D centers increasing to 631, including 19 global R&D centers [4] Group 4: Performance of Foreign Financial Sector - The financial sector is a crucial part of Shanghai's economy, with 555 foreign financial institutions among 1782 licensed financial entities [5] - The top 100 list includes 21 foreign financial enterprises, with 8 in the operating revenue category, 6 of which are in the insurance sector showing double-digit growth [6]

Core Insights - Mouser Electronics is an authorized global distributor offering over 750,000 parts from TE Connectivity, including more than 75,000 items in stock and ready to ship [1][2] Product Offerings - TE's GEMnet multi-gig differential connector system supports up to 56 Gbps for various applications, including automotive and safety-critical systems [2] - The BIOFUSE Bio Innovation Splice Sealing (BISS) and Bio Innovation Cap (BICAP) are eco-friendly heat-shrink tubing and caps that provide high performance while reducing environmental impact [3] - TE's FAKRA and MATE-AX cable assemblies are designed for high-frequency automotive applications, offering a range of configurations and significant PCB footprint reduction [4] - The RT Series N EMC/RFI chokes filter electromagnetic interference on AC power lines up to 600 VAC, suitable for various applications including EV charging stations [5] Collaborations and Recognition - TE Connectivity and Mouser Electronics collaborated on an eBook discussing advancements in industrial automation and smart manufacturing [6] - Mouser has received multiple awards from TE Connectivity, including the TE Global High Service Distributor of the Year Award for several consecutive years [7][8] Company Overview - Mouser Electronics provides a wide selection of semiconductors and electronic components, with over 6.8 million products from more than 1,200 manufacturers available on its platform [11] - TE Connectivity is a global leader in industrial technology, focusing on connectivity and sensor solutions across various sectors, including transportation and energy [12]

Core Insights - TE Connectivity (TEL) demonstrated strong international revenue performance in the quarter ending September 2025, with total revenue reaching $4.75 billion, a year-over-year increase of 16.7% [4]. International Revenue Breakdown - EMEA contributed 32.7% of total revenue, amounting to $1.56 billion, slightly exceeding Wall Street's expectation of $1.55 billion. This marks a decrease from 34.1% in the previous quarter and 36.1% in the same quarter last year [5]. - Asia-Pacific generated $1.75 billion, representing 36.8% of total revenue, surpassing the projected $1.71 billion by 2.38%. This region's contribution increased from 36.6% in the previous quarter and 34.4% year-over-year [6]. Future Revenue Projections - Analysts project TEL's revenues for the ongoing fiscal quarter to be $4.51 billion, reflecting a 17.5% increase from the previous year, with EMEA and Asia-Pacific expected to contribute $1.51 billion (33.6%) and $1.66 billion (37%), respectively [7]. - For the full year, total revenue is anticipated to reach $18.85 billion, a 9.2% increase from the prior year, with EMEA and Asia-Pacific expected to account for $6.42 billion (34%) and $7.12 billion (37.8%) [8]. Conclusion on International Market Dependence - TEL's reliance on international markets presents both opportunities and challenges, making it essential to monitor international revenue trends for forecasting the company's future prospects [9].

Group 1 - Tactile Systems Technology, Inc. (TCMD) has seen a 29% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - Harmony Gold Mining Company Limited (HMY) has experienced a 12.7% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - Robinhood Markets, Inc. (HOOD) has reported a 21.9% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - Fabrinet (FN) has seen an 8.6% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - TE Connectivity plc (TEL) has experienced a 7.7% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [3]

Group 1: Las Vegas Sands Corp - Las Vegas Sands Corp reported a significant increase in revenue, driven by a resurgence in tourism and gaming activities in Macau and Singapore [1] - The company's net income rose to $1.2 billion, reflecting a year-over-year growth of 25% [1] - Las Vegas Sands is focusing on expanding its footprint in the Asian market, particularly in integrated resort developments [1] Group 2: Netflix Inc - Netflix Inc experienced a subscriber growth of 10 million in the last quarter, surpassing market expectations [1] - The company's revenue reached $8.5 billion, marking a 15% increase compared to the previous year [1] - Netflix is investing heavily in original content to maintain its competitive edge in the streaming industry [1] Group 3: TE Connectivity Ltd - TE Connectivity Ltd reported a revenue increase of 8% year-over-year, totaling $3.5 billion [1] - The company is benefiting from strong demand in the automotive and industrial sectors [1] - TE Connectivity is focusing on innovation and sustainability in its product offerings to drive future growth [1]