TE Connectivity Posts Record Q4 and Strong Outlook

Core Insights - TE Connectivity Ltd. reported record fourth-quarter results that exceeded expectations, leading to a more than 2% increase in shares during intra-day trading [1] - The company posted adjusted earnings of $2.44 per share, surpassing the analyst estimate of $2.29 [1] - Revenue increased by 17% year-over-year to a record $4.75 billion, beating consensus forecasts of $4.59 billion, driven by strong growth in the Industrial and Transportation divisions [1] Segment Performance - The Industrial Solutions segment was the top performer, with revenue increasing by 34.4% to $2.34 billion, fueled by robust demand from AI and energy customers [2] - Transportation Solutions sales grew by 3.6% to $2.41 billion [2] Future Outlook - For the first quarter of fiscal 2026, TE Connectivity projected revenue of approximately $4.5 billion, representing a 17% increase from the year-ago period and exceeding the $4.34 billion consensus [2] - The company forecast adjusted earnings of $2.53 per share, significantly above analyst estimates of $2.17 [2]