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For the fourth quarter of fiscal 2026, TE Connectivity expects sales of approximately $5.25 billion, indicating 11% growth on both a reported and organic basis. The Zacks Consensus Estimate for the to-be-reported quarter’s sales is pegged at $5.26 billion, suggesting 10.78% growth from the figure reported in the year-ago quarter.
Adjusted earnings are projected to be approximately $3.05 per share, representing an 18% year-over-year increase. The Zacks Consensus Estimate for earnings is pegged at $3.08 per share, which has increased by a penny over the past 30 days. This indicates 26.23% growth from the figure reported in the year-ago quarter.
TE Connectivity beat the Zacks Consensus Estimate for earnings in all four trailing quarters, with an average surprise of 4.48%.
Let’s see how things have shaped up for the upcoming announcement:
Factors to Note
TE Connectivity’s fiscal fourth-quarter performance is expected to have benefited from strong demand for artificial intelligence (AI) infrastructure, accelerating investments in data centers and robust order momentum. The Digital Data Networks (DDN) business is expected to remain a key growth driver, supported by increasing adoption of AI computing architectures, high-speed copper connectivity and networking solutions. Management expects DDN revenues to increase sequentially in the fiscal fourth quarter, supported by robust customer demand and ongoing program ramps. DDN orders increased more than 70% year over year in the first nine months of fiscal 2026, reflecting strong AI infrastructure spending.
TEL’s Energy business is expected to have benefited from continued investments in grid modernization, grid hardening and expanding power infrastructure requirements for AI data centers. Increasing utility spending to upgrade aging infrastructure and support rising electricity demand is likely to have driven growth. The Energy business reported 33% organic revenue growth in the fiscal third quarter, reflecting strong demand for power connectivity solutions. Continued investments in data center build-outs and electricity transmission and distribution infrastructure are expected to sustain momentum.
The Automation and Connected Living business is expected to have benefited from improving cyclical demand, increasing automation investments and content gains across regions. TEL anticipates high-single-digit end-market growth in fiscal 2026, with its business expected to outperform the market. Aerospace and Defense revenues are likely to have benefited from strengthening defense spending, accelerating program activity and sustained commercial aerospace demand. Increasing adoption of advanced data and power connectivity solutions across next-generation defense platforms is another positive.
TEL’s Transportation Solutions segment is expected to have benefited from increasing connectivity content in vehicles, electrification and growing adoption of software-defined vehicle architectures. Strong demand in Asia, particularly China, and improving commercial transportation trends are expected to have supported performance despite sluggish global vehicle production. Management anticipates automotive content to outperform by 4-6 percentage points. Strong operational execution, favorable business mix and cost-management initiatives are expected to have supported margin expansion.
However, TEL’s fiscal fourth-quarter 2026 performance is expected to have faced challenges from sluggish global automotive production, particularly in North America, and persistent inflationary pressures. Softer demand in certain traditional connectivity applications, as customers increasingly prioritize AI infrastructure investments, may also remain a concern.
What Our Model Says
Per 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. That’s the exact case here.
TE Connectivity currently has an Earnings ESP of +0.16% and a Zacks Rank #2. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Other 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:
View the Zacks #1 Rank List
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TEL Gears Up to Report Q4 Earnings: What's in Store for the Stock?
Key Takeaways
TE Connectivity (TEL - Free Report) is scheduled to report its fourth-quarter fiscal 2026 results on Oct. 28.
For the fourth quarter of fiscal 2026, TE Connectivity expects sales of approximately $5.25 billion, indicating 11% growth on both a reported and organic basis. The Zacks Consensus Estimate for the to-be-reported quarter’s sales is pegged at $5.26 billion, suggesting 10.78% growth from the figure reported in the year-ago quarter.
Adjusted earnings are projected to be approximately $3.05 per share, representing an 18% year-over-year increase. The Zacks Consensus Estimate for earnings is pegged at $3.08 per share, which has increased by a penny over the past 30 days. This indicates 26.23% growth from the figure reported in the year-ago quarter.
TE Connectivity beat the Zacks Consensus Estimate for earnings in all four trailing quarters, with an average surprise of 4.48%.
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:
Factors to Note
TE Connectivity’s fiscal fourth-quarter performance is expected to have benefited from strong demand for artificial intelligence (AI) infrastructure, accelerating investments in data centers and robust order momentum. The Digital Data Networks (DDN) business is expected to remain a key growth driver, supported by increasing adoption of AI computing architectures, high-speed copper connectivity and networking solutions. Management expects DDN revenues to increase sequentially in the fiscal fourth quarter, supported by robust customer demand and ongoing program ramps. DDN orders increased more than 70% year over year in the first nine months of fiscal 2026, reflecting strong AI infrastructure spending.
TEL’s Energy business is expected to have benefited from continued investments in grid modernization, grid hardening and expanding power infrastructure requirements for AI data centers. Increasing utility spending to upgrade aging infrastructure and support rising electricity demand is likely to have driven growth. The Energy business reported 33% organic revenue growth in the fiscal third quarter, reflecting strong demand for power connectivity solutions. Continued investments in data center build-outs and electricity transmission and distribution infrastructure are expected to sustain momentum.
The Automation and Connected Living business is expected to have benefited from improving cyclical demand, increasing automation investments and content gains across regions. TEL anticipates high-single-digit end-market growth in fiscal 2026, with its business expected to outperform the market. Aerospace and Defense revenues are likely to have benefited from strengthening defense spending, accelerating program activity and sustained commercial aerospace demand. Increasing adoption of advanced data and power connectivity solutions across next-generation defense platforms is another positive.
TEL’s Transportation Solutions segment is expected to have benefited from increasing connectivity content in vehicles, electrification and growing adoption of software-defined vehicle architectures. Strong demand in Asia, particularly China, and improving commercial transportation trends are expected to have supported performance despite sluggish global vehicle production. Management anticipates automotive content to outperform by 4-6 percentage points. Strong operational execution, favorable business mix and cost-management initiatives are expected to have supported margin expansion.
However, TEL’s fiscal fourth-quarter 2026 performance is expected to have faced challenges from sluggish global automotive production, particularly in North America, and persistent inflationary pressures. Softer demand in certain traditional connectivity applications, as customers increasingly prioritize AI infrastructure investments, may also remain a concern.
What Our Model Says
Per 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. That’s the exact case here.
TE Connectivity currently has an Earnings ESP of +0.16% and a Zacks Rank #2. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Other 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:
AMETEK (AME - Free Report) has an Earnings ESP of +0.20% and a Zacks Rank #1. You can see the complete list of today’s Zacks #1 Rank stocks here.
AMETEK shares have gained 16.9% year-to-date. AMETEK is set to report third-quarter 2026 results on Nov. 3.
Affirm (AFRM - Free Report) has an Earnings ESP of +11.03% and a Zacks Rank #2 at present.
Affirm shares have lost 5.9% year to date. Affirm is scheduled to report first-quarter fiscal 2027 results on Nov. 5.
Cametek (CAMT - Free Report) has an Earnings ESP of +0.85% and a Zacks Rank #2 at present.
Cametek shares have gained 13.9% in the year-to-date period. Cametek is set to report third-quarter 2026 results on Nov. 4.