TEL

TE Connectivity plc

TE Connectivity plcTEL

Technology · Electronic Components

214.28USD

-0.95%

Sep 23, 2026

TEL overview ready

Key supplier of high-current connectors and power interconnects for AI racks

TE Connectivity supplies the high-current connectors, cable assemblies, busbars, internal rack-power interconnects, high-speed I/O, and selected thermal/connectivity hardware that enable power delivery and system integration within AI data-center racks.

Strong narrative exposure

Exposed to the AI Compute Infrastructure Buildout narrative through Data Center Power and Thermal Management — component supplier.

An early price trend

Longer-term context reads established trend, with a near-term setup of reclaim attempt.

Attractive valuation

Current market expectations look undemanding relative to how much growth and cash flow it delivers per turn of revenue multiple.

Solid fundamentals

Free cash flow yield is strong.

Primary risk

Cyclical demand fluctuations in automotive and industrial sectors.

Market Aug 10Filing Jun 26Price action Aug 9Research Jul 21

Conviction Level

Price

Loading price history…

Price Action

An early price trend

Longer-term context reads established trend, with a near-term setup of reclaim attempt.

EntryReset + recovery

The stock remains extended from its long-term weekly base, but the recent reset toward the daily SMA200 aligned with support at the weekly EMA21. Daily structure is recovering above the fast averages, improving the current entry location.

Key Financials

Market Cap: $62.0B
Avg Volume (60D): 2.6M
Revenue Growth YoY: +8.9%
Gross Margin: +36.1%
Operating Margin: +19.7%
Free Cash Flow Yield: +5.3%
P/E: 20.6x
EV / EBITDA: 13.8x
EV / Sales: 3.4x

Market metrics as of Aug 10, 2026

Financial results for the period ended Jun 26, 2026

Filed balance-sheet data as of Jun 26, 2026

Fundamentals & Valuation

Two of the three valuation perspectives say cheap; own history is the dissenting view.

TE Connectivity plc has a Cheap valuation stance because current market expectations look undemanding relative to how much growth and cash flow it delivers per turn of revenue multiple.

Company Research

Thesis

Opportunity

Moderate opportunity

Hyperscaler capex on high-density AI racks requiring electrical distribution, backup power and advanced thermal capacity.

Key risk

Cyclical demand fluctuations in automotive and industrial sectors.

Narrative & Theme

AI Compute Infrastructure Buildout

Part of Data Center Power and Thermal Management, with moderate fit.

TEL genuinely participates in the AI data-center buildout through rack-level power distribution and connectivity, including OCP-oriented power connectors, cable assemblies and busbar systems used from facility/rack input through server and IT-gear distribution.

Narrative HeatHot9.5 / 10

Theme HeatHot9.0 / 10

This is the company’s own research reading. The canonical heat measurement for this story has not run.

Business & Markets

Technology · Electronic Components

What they do

TE Connectivity plc designs, manufactures, and sells connectivity and sensor solutions globally through its two main segments: Transportation Solutions and Industrial Solutions.

How it earns

The company generates revenue primarily through transactional sales of electronic components and sensor products.

Products & services

Connectors

Sensors

Cable assemblies

Antennas

Fiber optics

Relays and contactors

Medical components

Customers & end markets

Automotive and transportation manufacturers

Industrial equipment producers

Medical device companies

Market position

TE Connectivity is a global leader in electronic connectivity and sensor solutions with a diversified product portfolio.

Demand drivers

Medium cyclicality

The company’s end markets like automotive and industrial are cyclical but partially offset by diversified geographic and sector exposure.