TE Connectivity plc is expected to release its Q3 2026 10-Q filing in the upcoming earnings season. Last quarter: TE Connectivity delivered double-digit revenue and earnings growth in Q3 FY2026, led by 21.9% growth in Industrial Solutions (fueled by AI-driven digital data network demand and energy end markets), while maintaining margin expansion and raising Q4 FY2026 guidance to approximately $5.25 billion in net sales and $2.84 diluted EPS.
Drawn from management commentary in the Q2 2026 10-Q:
Industrial Solutions net sales grew 21.9% to $2,580 million in Q3 FY2026, with organic growth of 21.0%. Digital data networks sales rose 34.2% ($207M increase) to $813 million driven primarily by growth in artificial intelligence applications, while Energy sales grew 34.4% ($132M increase) to $516 million on strength in grid hardening and data center applications.
Transportation Solutions net sales increased 6.7% to $2,580 million, with organic growth of 4.5%. Automotive organic sales grew 2.9% driven by 5.6% growth in Asia Pacific and 2.6% in EMEA, partially offset by a 3.8% decline in the Americas, while Commercial transportation organic sales grew 17.8% across all regions.
Management expects Q4 FY2026 net sales of approximately $5.25 billion (versus $4.75 billion in Q4 FY2025) and diluted EPS of approximately $2.84, driven by growth in both segments; this outlook excludes the pending Astrodyne TDI acquisition and reflects an estimated $10 million negative FX impact.
Revenue
$5.16B
++13.81% YoY
EPS (Basic)
$2.57
++18.98% YoY
Gross Margin
35.6%
++0.27% YoY
Operating Income
$981M
++14.47% YoY
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