Quality Investor
MarketsPortfolioEvidenceTestedCompareWatchlistAbout 

TE Connectivity plc

Rank #293Capital ReturnWatchlistCompare with other stocks

TEL · NYSE · Technology

TE Connectivity plc (TEL) — Rank #293 by gross profitability (GP/assets 0.23) · ROE 13.9% · Piotroski F-Score 5 / 9.

As-of 2026-10-30 · CIK 0001385157 · all metrics point-in-time as of the filing date.

About

TE Connectivity plc, together with its subsidiaries, manufactures and sells connectivity and sensor solutions in Europe, the Middle East, Africa, the Asia–Pacific, and the Americas.

Show more

The company operates through two reportable segments, Transportation Solutions and Industrial Solutions. It provides antennas, application tooling, cable assemblies, connectors, electromagnetic compatibility/electromagnetic interference solutions, energy and power, fiber optics, heat shrink tubing, identification and labeling, medical components, passive components, relays and contactors, sensors, switches, terminals and splices, wires and cables, and wire protection and management solutions. The company also offers training and other services, including 3D printing for production, back shells prototyping, electrical installation training, HarnWare software, machine tooling service and repair, medical device design services, microfluidic devices, and sensor manufacturing services as well as conducts automotive webinars. It serves 5G and wireless equipment, aerospace, appliances, automation and control, automotive, autosport, commercial and industrial vehicles, connected home, data centers and artificial intelligence, defense and military, energy solutions, e-mobility, industrial machinery, intelligent buildings, IoT connectivity, medical technologies, oil and gas/marine, personal electronics and wearable technology, rail, sensor applications, space, and other industries. The company was formerly known as Tyco Electronics Ltd. and changed its name to TE Connectivity plc in March 2011.

TE Connectivity plc was founded in 1941 and is based in Ballybrit, Ireland.

Industry
Electronic Components
Sector
Technology
Filer Category
Large accelerated filer
Fiscal Year End
September 25
Website
te.com

Company Snapshot

P/E and reverse DCF are the primary valuation lenses at this stage.

Market Cap

—

P/E (annual)

—

P/S (annual)

—

P/B

—

P/OCF (annual)

—

Shareholder Yield

—

Employees

100,000

Industry

Electronic Components

Exchange

NYSE

12/12

Flags passed

TEL passes 12/12 quality flags

  • PASS
    Gross margin holding
  • PASS
    Dilution within 2%
  • PASS
    FCF not negative from investment
  • PASS
    Disclosure consistent
  • PASS
    Revenue not declining
  • PASS
    Operating margin holding
  • PASS
    Free cash flow intact
  • PASS
    Passes safety gate
  • PASS
    Balance sheet stable
  • PASS
    No competitive retreat
  • PASS
    SBC not compressing margin
  • PASS
    No valuation convergence

Strengths Revenue growth accelerating · Operating leverage expanding · Deferred revenue growing · Sequential beat (rev + EPS)

A count of the 12 warning flags that could be evaluated. Unweighted: colour follows the worst flag.

Quality Profile

Profitability

1/1 pass
GP / assets
0.23
Return on equity
13.9%
Gross margin trend
PASS

Safety

1/1 pass
Balance-sheet safety
PASS
Debt / equity
0.96
Current ratio
1.88×
Net cash
-$4.39B

Cash Flow

3/3 pass
Positive FCF
PASS
Cash-backed earnings
PASS
Accruals healthy
PASS
SBC / revenue
0.9%

Growth

2/2 pass
Revenue growth
8.9%
Piotroski F-Score
5 / 9
Share dilution
-3.2%

FCF yield, shareholder yield, and buyback activity are the primary reads at this stage.

Profitability

Does it make money well?

No warning flags · GP/assets 0.23

Gross profitability (GP / assets)

0.23

Primary signal (Novy-Marx).

8th of 9 SIC 50 peers

Return on equity

13.9%

Gross margin

35.2%

4th of 9 SIC 50 peers

Revenue growth (YoY)

8.9%

Gross margin improving

Margin trend vs prior year.

PASS

Operating Leverage

2022202320242025
Revenue vs COGS
Revenue vs OpEx
Op. Income vs Revenue

Growth

Revenue CAGR (3Y)

2.0%

Revenue CAGR (5Y)

7.2%

Earnings CAGR (3Y)

-8.8%

FCF CAGR (3Y)

23.5%

Cash Flow Health

Is the cash real?

No warning flags · FCF 74% above net income

Free cash flow

$3.20B

Operating cash flow minus capex.

Positive free cash flow

PASS

FCF vs net income

73.9%

(FCF − net income) ÷ |net income|. Positive: cash above earnings. Negative: below.

FCF not below net income

Fails when free cash flow is below net income (yellow flag).

PASS

Accruals healthy

Cash-backed earnings.

PASS

SBC / revenue

0.9%

Stock-based comp intensity.

Balance Sheet Strength

Can it survive a storm?

No warning flags · net debt $4.39B, F-Score 5/9

Balance-sheet safety

Composite anti-fragile check.

PASS

Debt / equity

0.96

7th of 9 SIC 50 peers (best = lowest)

Current ratio

1.88×

7th of 9 SIC 50 peers

Quick ratio

1.07×

Net cash

-$4.39B

Cash & equivalents minus total debt.

Piotroski F-Score

5 / 9

Fundamental-strength score (0-9).

Valuation

Is the price reasonable?

No warning flags

Dividend safety

Composite score

4.0 / 5

Strong
Payout ratio
43.6%4/5 Strong
FCF coverage
3.99×5/5 Strong
Dividend growth streak
10 yr5/5 Strong
Balance-sheet health
D/E 0.96 · IC N/A2/5 Fair

Capital allocation quality

Composite score

3.3 / 5

Good
Share count trend(net buybacks)
-3.2%4/5 Strong
Buyback timing
N/AN/A
Dividend growth consistency
10 yr5/5 Strong
Net debt trajectory
-6.2%1/5 Weak

Lifecycle Phase History

20202025
Decline
Op. Leverage
Capital Return
Value

Price History

TEL+51.7% · +8.7% CAGRSPY+82.9% · +12.8% CAGR

View full financial statements →

Source filings on SEC EDGAR: 10-K annual reports · 10-Q quarterly reports