Q1 2026 Performance Highlights - Sales reached $4.7 billion, a 22% increase reported and a 15% increase on an organic basis year-over-year[7] - Orders hit a record $5.1 billion, up 28% year-over-year and 9% sequentially, resulting in a book-to-bill ratio of 1.1[7] - Adjusted operating margins expanded by 180 basis points year-over-year to 22%, driven by strong operational performance[7] - Adjusted EPS increased by 33% year-over-year to $2.72[7] - Strong free cash flow generation of $608 million, with approximately 100% returned to shareholders[7] Q2 2026 Guidance - Expect sales of approximately $4.7 billion, representing a 13% increase reported and a 6% increase organically year-over-year[7] - Adjusted EPS is projected to be around $2.65, a 20% increase year-over-year[7] Segment Performance - Industrial Solutions (Q1 2026) - Sales were $2.202 billion, up 38% reported and 26% organically[13] - Adjusted operating margin expanded by 520 basis points to 23.3%[13] - Digital Data Networks (DDN) sales increased by 71% reported and 70% organically[15] Segment Performance - Transportation Solutions (Q1 2026) - Sales were $2.467 billion, up 10% reported and 7% organically[18] - Adjusted operating margin was 21.2%[18] - Automotive sales increased by 10% reported and 7% organically[18]

TE Connectivity Fourth Quarter 2025 Earnings October 29, 2025 EVERY CONNECTION COUNTS Forward-Looking Statements and Non-GAAP Financial Measures Forward-Looking Statements This presentation contains certain "forward-looking statements" within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. These statements are based on management's current expectations and are subject to risks, uncertainty and changes in circumstances, which may cause actual results, performance, financial conditio ...