Equity Profile

TEL

TE Connectivity plc

Information TechnologyElectronic Manufacturing Services$62.2B

Jul22Wed

Pre-Earnings Brief

UpcomingQ3-2026Pre-Market9:00 AM EDT

Company Snapshot

TE Connectivity plc is a global technology company that designs and manufactures connectivity and sensor solutions for various industries, including automotive, industrial, and communications. With a market cap of $62 billion, it plays a crucial role in the electronic manufacturing services sector, which is essential for the ongoing digital transformation and growth in automation and connectivity.

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its market presence and meet customer demand, particularly in a competitive tech landscape.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

TEL Q3-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+4.72%

Avg Stock Reaction

+1.65%

Last Quarter Recap

In Q2-2026, TE Connectivity reported an EPS of $2.73, slightly beating expectations. However, the stock dropped 9.10% the following day, indicating market concerns despite the earnings beat.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, expectations are mixed as TE Connectivity has consistently beaten EPS estimates in the past. However, the recent stock price drop raises questions about future performance and market sentiment.

Bull Case

If TE Connectivity continues its trend of beating EPS estimates and shows strong revenue growth, it could signal robust demand for its products, leading to a positive market reaction.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could exacerbate investor concerns and lead to further declines in stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and will it continue the trend of beating estimates?

Given the company's history of exceeding EPS expectations, this figure will be crucial in shaping investor sentiment.

How is TE Connectivity managing its costs and gross margins in the current economic environment?

Understanding cost management will provide insight into the company's operational efficiency and profitability outlook.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating TE Connectivity's ability to maintain its gross margins despite rising costs, as historical data shows consistent profitability even in challenging environments.

Supporting Evidence

The company has a 100% EPS beat rate in the last eight quarters, indicating strong operational control.

Options pricing suggests a significant move, which may reflect investor uncertainty rather than a lack of confidence in the company's fundamentals.

Key Risk

If gross margins remain stable or improve, it could challenge the prevailing bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is critical as it will either reinforce the company's growth narrative or raise concerns about its ability to sustain profitability.

Bull Confirmed If

An EPS of $2.80 or higher would confirm strong operational performance and investor confidence.

Bear Confirmed If

An EPS below $2.60 could signal potential issues with profitability and market demand.

Pre-Earnings Positioning

Options Market

Implied Move

±9.3%

Historical Avg

±4.3%

Pricing rich

The options market is pricing in a significant move of around 9.3%, indicating that investors expect volatility around the earnings report.

Options are pricing ±9.3% while TEL has averaged ±4.3% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

43.8%

Calls (9K)P/C Ratio: 0.37Puts (2K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If TE Connectivity beats expectations, history suggests the stock could rise by an average of 1.65% the following day, confirming positive market sentiment.

In-Line / Cautious

A cautious but in-line report may lead to muted reactions, as investors weigh management's commentary against past performance.

Miss

If the company misses expectations, history suggests a potential decline in stock price, averaging around 1.65% on disappointing results.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

1 buy·0 sells

Members

House only

Est. Notional

$1,001.00–$15,000.00

disclosed dollar ranges

Most Active Members

D-CAGilbert CisnerosRep.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on cost management strategies and their impact on gross margins.
2Details on revenue growth in key segments like automotive and industrial.
3Management's outlook on market demand and potential challenges ahead.
4Insights into new product developments or technological advancements.
5Comments on competitive pressures and how the company plans to address them.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its market presence and meet customer demand, particularly in a competitive tech landscape.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

TEL Q3-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+4.72%

Avg Stock Reaction

+1.65%

Last Quarter Recap

In Q2-2026, TE Connectivity reported an EPS of $2.73, slightly beating expectations. However, the stock dropped 9.10% the following day, indicating market concerns despite the earnings beat.

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If TE Connectivity continues its trend of beating EPS estimates and shows strong revenue growth, it could signal robust demand for its products, leading to a positive market reaction.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could exacerbate investor concerns and lead to further declines in stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and will it continue the trend of beating estimates?

Given the company's history of exceeding EPS expectations, this figure will be crucial in shaping investor sentiment.

How is TE Connectivity managing its costs and gross margins in the current economic environment?

Understanding cost management will provide insight into the company's operational efficiency and profitability outlook.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating TE Connectivity's ability to maintain its gross margins despite rising costs, as historical data shows consistent profitability even in challenging environments.

Supporting Evidence

The company has a 100% EPS beat rate in the last eight quarters, indicating strong operational control.

Options pricing suggests a significant move, which may reflect investor uncertainty rather than a lack of confidence in the company's fundamentals.

Key Risk

If gross margins remain stable or improve, it could challenge the prevailing bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is critical as it will either reinforce the company's growth narrative or raise concerns about its ability to sustain profitability.

Bull Confirmed If

An EPS of $2.80 or higher would confirm strong operational performance and investor confidence.

Bear Confirmed If

An EPS below $2.60 could signal potential issues with profitability and market demand.

Pre-Earnings Positioning

Options Market

Implied Move

±9.3%

Historical Avg

±4.3%

Pricing rich

The options market is pricing in a significant move of around 9.3%, indicating that investors expect volatility around the earnings report.

Options are pricing ±9.3% while TEL has averaged ±4.3% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

43.8%

Calls (9K)P/C Ratio: 0.37Puts (2K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If TE Connectivity beats expectations, history suggests the stock could rise by an average of 1.65% the following day, confirming positive market sentiment.

In-Line / Cautious

A cautious but in-line report may lead to muted reactions, as investors weigh management's commentary against past performance.

Miss

If the company misses expectations, history suggests a potential decline in stock price, averaging around 1.65% on disappointing results.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

1 buy·0 sells

Members

House only

Est. Notional

$1,001.00–$15,000.00

disclosed dollar ranges

Most Active Members

D-CAGilbert CisnerosRep.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on cost management strategies and their impact on gross margins.
2Details on revenue growth in key segments like automotive and industrial.
3Management's outlook on market demand and potential challenges ahead.
4Insights into new product developments or technological advancements.
5Comments on competitive pressures and how the company plans to address them.