TE Connectivity(US:TEL) Benzinga·2025-10-30 17:34Core Insights - TE Connectivity Plc reported better-than-expected fourth-quarter results, with adjusted earnings of $2.44 per share, surpassing analysts' estimates of $2.29 and increasing 25% from $1.95 a year earlier [1] - Revenue for the quarter rose 17% to $4.75 billion, exceeding expectations of $4.58 billion and showing an 11% organic growth, driven by strong performance in the Industrial and Transportation segments [1] Financial Outlook - The company anticipates first-quarter adjusted earnings per share of $2.53, a 23% year-over-year increase, which is above analysts' estimates of $2.17 [2] - Forecasted sales for the first quarter are $4.50 billion, reflecting a 17% increase on a reported basis and 11% organically year over year, also above the consensus estimate of $4.34 billion [2] Management Commentary - CEO Terrence Curtin highlighted the strong execution against the business model, resulting in record top-line performance, earnings, and cash flow for 2025, positioning the company well for the new fiscal year [3] - The results demonstrate the strategic positioning of the company's portfolio and the investments made to capitalize on long-term growth trends [3] Stock Performance - Following the earnings announcement, TE Connectivity shares rose 1.4% to trade at $244.23 [3] Analyst Ratings and Price Targets - Truist Securities analyst William Stein maintained a Hold rating and raised the price target from $200 to $255 [6] - Wells Fargo analyst Colin Langan maintained an Equal-Weight rating and increased the price target from $215 to $241 [6] - Evercore ISI Group analyst Amit Daryanani maintained an Outperform rating and raised the price target from $250 to $260 [6]