Core Insights - TE Connectivity (TEL) is set to report its first-quarter fiscal 2026 earnings on January 21, with expected adjusted earnings of $2.53 per share, reflecting a 23% year-over-year growth [1][9] - The Zacks Consensus Estimate for earnings stands at $2.54 per share, indicating a 30.3% increase from the previous year [1] - TEL anticipates net sales of approximately $4.5 billion for the first quarter, representing a 17% year-over-year growth on a reported basis and 11% on an organic basis [2][9] Financial Performance Expectations - TEL's first-quarter performance is expected to benefit from strong order volumes, with reported orders of $4.7 billion in the fourth quarter of fiscal 2025, marking a 22% year-over-year increase [4] - The Transportation segment, which accounted for 50.8% of fourth-quarter sales, is positioned to gain from the industry's shift towards data connectivity and electrification [5] - The Industrial segment, making up 49.2% of fourth-quarter sales, is likely to see growth driven by demand in AI applications, Energy, and Aerospace, Defense, and Marine sectors [6] Earnings Analysis - According to the Zacks model, TEL has an Earnings ESP of 0.00% and a Zacks Rank of 1 (Strong Buy), indicating a favorable outlook for earnings performance [7]