Core Insights - TE Connectivity plc has appointed Dr. Ken Washington to its board of directors, effective November 17, 2025, bringing significant technology development experience to the company [1][2]. Company Overview - TE Connectivity plc is a global leader in industrial technology, focusing on connectivity and sensor solutions that support advancements in transportation, energy networks, automated factories, and data centers [4]. Leadership Experience - Dr. Washington has a robust background in technology and innovation, having served as senior vice president and chief technology & innovation officer at Medtronic plc since 2023, and previously held key positions at Amazon Lab126 and Ford Motor Company [3]. Recent Performance - TE Connectivity reported a 17% sales growth in its fiscal fourth quarter, exceeding guidance, indicating strong financial performance [5]. Upcoming Events - The company will host an Investor Day on November 20, 2025, in Philadelphia, which will provide further insights into its strategic direction and performance [6].

Core Insights - TE Connectivity plc achieved record sales, operating margin, and cash generation for the fiscal year 2025, with strong performance across its segments despite a challenging macro environment [3][9][12] - The company reported net sales of $4.75 billion for the fourth quarter, a 17% increase year-over-year, and $17.3 billion for the full year, up 9% [9][12] - The Industrial segment saw a 24% increase in sales, driven by innovations catering to AI and energy customers, while the Transportation segment benefited from increased data connectivity and electrified power train growth [3][9] Financial Performance - For Q4 FY2025, GAAP diluted EPS from continuing operations was $2.23, a 148% increase year-over-year, while adjusted EPS reached a record $2.44, up 25% [9][12] - The company generated cash flow from operating activities of $1.4 billion in Q4 and a record $4.1 billion for the full year, with free cash flow of $1.2 billion in Q4 and $3.2 billion for the year [9][12] - TE Connectivity returned $650 million to shareholders in Q4 and $2.2 billion for the full year, while also deploying $2.6 billion for bolt-on acquisitions [9][12] Segment Performance - The Transportation Solutions segment reported net sales of $2.4 billion in Q4, while the Industrial Solutions segment achieved $2.3 billion, reflecting strong demand across both areas [9][12] - The operating margin for the full year was 19% for GAAP and 20% for adjusted, indicating robust operational performance [9][12] - Orders increased to $4.7 billion, up 22% year-over-year, showcasing strong demand across both segments [9][12] Outlook - For Q1 FY2026, TE Connectivity expects sales of approximately $4.5 billion, representing a 17% increase on a reported basis and an 11% organic growth year-over-year [4][9] - GAAP EPS is projected to be around $2.33, a 33% increase year-over-year, with adjusted EPS expected to be approximately $2.53, up 23% [4][9] - The company is well-positioned to capitalize on long-term growth trends, supported by strong order levels and operational resilience [4][9]

Core Insights - Deep-pocketed investors have adopted a bearish approach towards Amphenol, indicating potential significant market movements ahead [1] - The options activity for Amphenol shows a divided sentiment among investors, with 66% bearish and 25% bullish [2] - Major market movers are focusing on a price band between $95.0 and $130.0 for Amphenol over the last three months [3] Options Activity - Noteworthy options activities include 12 extraordinary trades, with a total of $165,100 in puts and $1,542,330 in calls [2] - Specific trades include bearish calls with a total trade price of $208.1K at a strike price of $120.00 and bullish calls totaling $201.0K at a strike price of $110.00 [9] Company Overview - Amphenol is a global supplier of connectors, sensors, and interconnect systems, holding the second-largest connector market share globally [10] - The company operates in 40 countries and serves various end markets, including automotive, broadband, and military [10] Current Market Position - An expert from Citigroup maintains a Buy rating on Amphenol with a target price of $145.0 [12][13] - The current stock price of APH is $125.57, reflecting a slight increase of 0.14% [15]

Group 1 - TE Connectivity's CEO, Terrence Curtin, will present at Bernstein's 41st annual Strategic Decisions Conference on May 29, 2025 [1] - The event will be streamed live and available for replay on TE's investor website [1] - TE Connectivity is a global leader in connectors and sensors, focusing on creating a safer, sustainable, productive, and connected future [2] Group 2 - TE Connectivity offers a wide range of connectivity and sensor solutions for various industries, including transportation, energy networks, automated factories, data centers, and medical technology [2] - The company employs over 85,000 individuals, including 9,000 engineers, and operates in approximately 130 countries [2] - TE Connectivity emphasizes the importance of connectivity with the slogan "EVERY CONNECTION COUNTS" [2]