What Provides TE Connectivity Ltd. (TEL) a Sustained Growth and Margin Expansion?

Core Insights - The London Company reported a 6.3% return for its Large Cap Strategy in Q3 2025, underperforming the Russell 1000 Index which gained 8.0% [1] - The rally in US equities was attributed to the Fed rate cut, strong corporate earnings, and enthusiasm around AI [1] - TE Connectivity Ltd. (NYSE:TEL) was highlighted as a top performer, benefiting from AI spending and maintaining strong margins despite mixed demand [3] Company Performance - TE Connectivity Ltd. achieved a one-month return of 11.17% and a 52-week gain of 65.53%, closing at $246.87 per share with a market cap of $72.718 billion on November 3, 2025 [2] - The company is recognized for its diversified portfolio, high-value products, and market leadership, which position it for sustained growth and margin expansion [3] Investment Sentiment - TE Connectivity plc was held by 47 hedge fund portfolios at the end of Q2 2025, an increase from 45 in the previous quarter [4] - Despite its potential, some analysts believe other AI stocks may offer greater upside potential and less downside risk compared to TE Connectivity [4]