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TEL Gears Up to Report Q2 Earnings: What's in Store for the Stock?

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Key Takeaways

  • TEL is set to report Q2 fiscal 2026 earnings on April 22, with EPS expected to rise year over year.
  • TE Connectivity benefits from strong orders, up 28% year over year in Q1, fueling Q2 expectations.
  • TEL sees demand from AI, transportation electrification and hyperscaler platforms supporting growth.

TE Connectivity (TEL - Free Report) is scheduled to report its second-quarter fiscal 2026 earnings results on April 22.

TEL expects second-quarter fiscal 2026 adjusted earnings to be $2.65 per share, suggesting 20% year-over-year growth. The Zacks Consensus Estimate for earnings is pegged at $2.70 per share, unchanged over the past 30 days, and indicates 28.6% growth from the figure reported in the year-ago quarter.

TE Connectivity expects net sales of approximately $4.7 billion in the second quarter of fiscal 2026, indicating roughly 13% year-over-year growth on a reported basis and 6% on an organic basis. The Zacks Consensus Estimate for the to-be-reported quarter sales is pegged at $4.7 billion, suggesting 13.6% growth from the figure reported in the year-ago quarter.

TE Connectivity beat the Zacks Consensus Estimate for earnings in each of the trailing four quarters, with the average surprise being 7.48%. 

TE Connectivity Ltd. Price and EPS Surprise

TE Connectivity Ltd. Price and EPS Surprise

TE Connectivity Ltd. price-eps-surprise | TE Connectivity Ltd. Quote

Let’s see how things have shaped up for the upcoming announcement.

Key Factors to Consider for TEL’s Q2 Earnings

TE Connectivity’s second-quarter fiscal 2026 performance is expected to have benefited from strong order volumes. TEL reported orders of approximately $5.1 billion in the first quarter of fiscal 2026, which increased 28% year over year and 9% sequentially. This momentum is expected to have continued in the fiscal second quarter. 

In the Transportation segment (52.8% of fiscal first-quarter 2026 sales), TE Connectivity is well-positioned to capture increasing value as the industry transitions toward data connectivity and powertrain electrification. 

TE Connectivity’s Industrial segment (47.2% of fiscal first-quarter 2026 sales) is expected to have benefited from strong demand for artificial intelligence (AI) applications, Energy, Aerospace, Defense and Marine. The company’s to-be-reported results are expected to have benefited from strong demand from hyperscaler platforms.

What Our Model Says About TEL

According to the Zacks model, the combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that is not the exact case here.

TE Connectivity currently has an Earnings ESP of 0.00% and a Zacks Rank #2. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.

Stocks to Consider

Here are some companies worth considering, as our model shows that these have the right combination of elements to beat on earnings in their upcoming releases:

Sandisk (SNDK - Free Report) has an Earnings ESP of +2.00% and a Zacks Rank #1 at present. You can see the complete list of today’s Zacks #1 Rank stocks here

Sandisk is set to report third-quarter fiscal 2026 results on April 30. 

Audioeye (AEYE - Free Report) has an Earnings ESP of +5.88% and a Zacks Rank #2 at present. AEYE is likely to report its first-quarter 2026 results soon. 

Extreme Networks (EXTR - Free Report) has an Earnings ESP of +1.41% and a Zacks Rank #2. EXTR is set to report its third-quarter 2026 results on April 29.

 

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