TE Connectivity (TEL)
Market Price (11/10/2026): $218.89 | Market Cap: $62.9 BilInvestor Relations Sector: Information Technology | Industry: Electronic Manufacturing Services
TE Connectivity (TEL)
Market Price (11/10/2026): $218.89Market Cap: $62.9 BilSector: Information TechnologyIndustry: Electronic Manufacturing Services
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 6.5%, FCF Yield is 5.4% Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 23%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 17%, CFO LTM is 4.5 Bil, FCF LTM is 3.4 Bil Stock buyback supportStock Buyback 3Y Total is 5.3 Bil Low stock price volatilityVol 12M is 37% Megatrend and thematic driversMegatrends include Electric Vehicles & Autonomous Driving, 5G & Advanced Connectivity, Automation & Robotics, Renewable Energy Transition, Show more. | Key risksTEL key risks include [1] its heavy dependence on the cyclical automotive market, Show more. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 6.5%, FCF Yield is 5.4% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 23%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 17%, CFO LTM is 4.5 Bil, FCF LTM is 3.4 Bil |
| Stock buyback supportStock Buyback 3Y Total is 5.3 Bil |
| Low stock price volatilityVol 12M is 37% |
| Megatrend and thematic driversMegatrends include Electric Vehicles & Autonomous Driving, 5G & Advanced Connectivity, Automation & Robotics, Renewable Energy Transition, Show more. |
| Key risksTEL key risks include [1] its heavy dependence on the cyclical automotive market, Show more. |
Qualitative Assessment
AI Analysis | Feedback
Updated on 11/1/2026
TE Connectivity (TEL) stock has gained about 5% since 7/31/2026 because of the following key factors:
1. TE Connectivity reported strong fiscal fourth quarter 2026 results, exceeding analyst expectations and providing robust guidance for fiscal first quarter 2027.
The company announced adjusted earnings per share (EPS) of $3.14 for fiscal Q4 2026 (ended September 25, 2026), surpassing the consensus estimate of $3.07 by $0.07. Revenue also beat expectations, reaching $5.31 billion against an anticipated $5.29 billion, marking an 11.9% increase year-over-year. Furthermore, TE Connectivity's orders for the quarter were $6.1 billion, representing a 29% year-over-year increase, contributing to a record backlog as it entered fiscal 2027. The company projected strong fiscal Q1 2027 sales of approximately $5.35 billion, a 15% year-over-year increase, and adjusted EPS of about $3.30, up 21% year-over-year.
2. Analysts demonstrated increased confidence in TE Connectivity's outlook, leading to multiple rating upgrades and higher price targets.
During the period, TE Connectivity received several positive revisions from financial analysts. Zacks upgraded the stock to a Zacks Rank #2 (Buy) on September 23, 2026, citing an upward trend in earnings estimates. Wall Street Zen also upgraded the company from a "hold" to a "buy" rating on October 18, 2026. Additionally, analysts like Robert W. Baird raised their price objective from $225.00 to $250.00 with an "outperform" rating on October 6, 2026, and Barclays increased its price target from $300.00 to $304.00 on November 2, 2026, maintaining an "overweight" rating. The consensus analyst rating for the stock stood at a "Buy" or "Moderate Buy" with an average price target ranging from $255.50 to $269.13.
Show more
TE Connectivity (TEL) stock has gained about 5% since 7/31/2026 because of the following key factors:
1. TE Connectivity reported strong fiscal fourth quarter 2026 results, exceeding analyst expectations and providing robust guidance for fiscal first quarter 2027.
The company announced adjusted earnings per share (EPS) of $3.14 for fiscal Q4 2026 (ended September 25, 2026), surpassing the consensus estimate of $3.07 by $0.07. Revenue also beat expectations, reaching $5.31 billion against an anticipated $5.29 billion, marking an 11.9% increase year-over-year. Furthermore, TE Connectivity's orders for the quarter were $6.1 billion, representing a 29% year-over-year increase, contributing to a record backlog as it entered fiscal 2027. The company projected strong fiscal Q1 2027 sales of approximately $5.35 billion, a 15% year-over-year increase, and adjusted EPS of about $3.30, up 21% year-over-year.
2. Analysts demonstrated increased confidence in TE Connectivity's outlook, leading to multiple rating upgrades and higher price targets.
During the period, TE Connectivity received several positive revisions from financial analysts. Zacks upgraded the stock to a Zacks Rank #2 (Buy) on September 23, 2026, citing an upward trend in earnings estimates. Wall Street Zen also upgraded the company from a "hold" to a "buy" rating on October 18, 2026. Additionally, analysts like Robert W. Baird raised their price objective from $225.00 to $250.00 with an "outperform" rating on October 6, 2026, and Barclays increased its price target from $300.00 to $304.00 on November 2, 2026, maintaining an "overweight" rating. The consensus analyst rating for the stock stood at a "Buy" or "Moderate Buy" with an average price target ranging from $255.50 to $269.13.
Show more
Updated on 11/1/2026
TE Connectivity (TEL) stock has gained about 5% since 7/31/2026 because of the following key factors:
1. TE Connectivity reported strong fiscal fourth quarter 2026 results, exceeding analyst expectations and providing robust guidance for fiscal first quarter 2027.
The company announced adjusted earnings per share (EPS) of $3.14 for fiscal Q4 2026 (ended September 25, 2026), surpassing the consensus estimate of $3.07 by $0.07. Revenue also beat expectations, reaching $5.31 billion against an anticipated $5.29 billion, marking an 11.9% increase year-over-year. Furthermore, TE Connectivity's orders for the quarter were $6.1 billion, representing a 29% year-over-year increase, contributing to a record backlog as it entered fiscal 2027. The company projected strong fiscal Q1 2027 sales of approximately $5.35 billion, a 15% year-over-year increase, and adjusted EPS of about $3.30, up 21% year-over-year.
2. Analysts demonstrated increased confidence in TE Connectivity's outlook, leading to multiple rating upgrades and higher price targets.
During the period, TE Connectivity received several positive revisions from financial analysts. Zacks upgraded the stock to a Zacks Rank #2 (Buy) on September 23, 2026, citing an upward trend in earnings estimates. Wall Street Zen also upgraded the company from a "hold" to a "buy" rating on October 18, 2026. Additionally, analysts like Robert W. Baird raised their price objective from $225.00 to $250.00 with an "outperform" rating on October 6, 2026, and Barclays increased its price target from $300.00 to $304.00 on November 2, 2026, maintaining an "overweight" rating. The consensus analyst rating for the stock stood at a "Buy" or "Moderate Buy" with an average price target ranging from $255.50 to $269.13.
3. Strategic positioning in high-growth markets and a significant acquisition bolstered investor sentiment.
TE Connectivity's focus on essential connectivity and sensor solutions for high-growth areas, including artificial intelligence (AI) infrastructure, next-generation transportation, energy networks, and automated factories, continued to be a core driver. The company further strengthened its position through the announced definitive agreement to acquire Astrodyne TDI for approximately $1.4 billion. This acquisition is expected to enhance TE Connectivity's Industrial Solutions segment and is anticipated to close by the end of fiscal Q1 2027.
Show less
TE Connectivity (TEL) stock has gained about 5% since 7/31/2026 because of the following key factors:
1. TE Connectivity reported strong fiscal fourth quarter 2026 results, exceeding analyst expectations and providing robust guidance for fiscal first quarter 2027.
The company announced adjusted earnings per share (EPS) of $3.14 for fiscal Q4 2026 (ended September 25, 2026), surpassing the consensus estimate of $3.07 by $0.07. Revenue also beat expectations, reaching $5.31 billion against an anticipated $5.29 billion, marking an 11.9% increase year-over-year. Furthermore, TE Connectivity's orders for the quarter were $6.1 billion, representing a 29% year-over-year increase, contributing to a record backlog as it entered fiscal 2027. The company projected strong fiscal Q1 2027 sales of approximately $5.35 billion, a 15% year-over-year increase, and adjusted EPS of about $3.30, up 21% year-over-year.
2. Analysts demonstrated increased confidence in TE Connectivity's outlook, leading to multiple rating upgrades and higher price targets.
During the period, TE Connectivity received several positive revisions from financial analysts. Zacks upgraded the stock to a Zacks Rank #2 (Buy) on September 23, 2026, citing an upward trend in earnings estimates. Wall Street Zen also upgraded the company from a "hold" to a "buy" rating on October 18, 2026. Additionally, analysts like Robert W. Baird raised their price objective from $225.00 to $250.00 with an "outperform" rating on October 6, 2026, and Barclays increased its price target from $300.00 to $304.00 on November 2, 2026, maintaining an "overweight" rating. The consensus analyst rating for the stock stood at a "Buy" or "Moderate Buy" with an average price target ranging from $255.50 to $269.13.
3. Strategic positioning in high-growth markets and a significant acquisition bolstered investor sentiment.
TE Connectivity's focus on essential connectivity and sensor solutions for high-growth areas, including artificial intelligence (AI) infrastructure, next-generation transportation, energy networks, and automated factories, continued to be a core driver. The company further strengthened its position through the announced definitive agreement to acquire Astrodyne TDI for approximately $1.4 billion. This acquisition is expected to enhance TE Connectivity's Industrial Solutions segment and is anticipated to close by the end of fiscal Q1 2027.
Show less
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Stock Movement Drivers
Fundamental Drivers
The 6.8% change in TEL stock from 7/31/2026 to 11/9/2026 was primarily driven by a 4.8% change in the company's Net Income Margin (%).| (LTM values as of) | 7312026 | 11092026 | Change |
|---|---|---|---|
| Stock Price ($) | 204.89 | 218.75 | 6.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 19,322 | 19,885 | 2.9% |
| Net Income Margin (%) | 15.6% | 16.4% | 4.8% |
| P/E Multiple | 19.8 | 19.4 | -1.7% |
| Shares Outstanding (Mil) | 291 | 289 | 0.7% |
| Cumulative Contribution | 6.8% |
Market Drivers
7/31/2026 to 11/9/2026| Return | Correlation | |
|---|---|---|
| TEL | 6.8% | |
| Market (SPY) | 0.8% | 66.5% |
| Sector (XLK) | -2.5% | 66.5% |
Fundamental Drivers
The 4.2% change in TEL stock from 4/30/2026 to 11/9/2026 was primarily driven by a 6.4% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 4302026 | 11092026 | Change |
|---|---|---|---|
| Stock Price ($) | 210.02 | 218.75 | 4.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 18,696 | 19,885 | 6.4% |
| Net Income Margin (%) | 15.5% | 16.4% | 5.2% |
| P/E Multiple | 21.2 | 19.4 | -8.2% |
| Shares Outstanding (Mil) | 293 | 289 | 1.4% |
| Cumulative Contribution | 4.2% |
Market Drivers
4/30/2026 to 11/9/2026| Return | Correlation | |
|---|---|---|
| TEL | 4.2% | |
| Market (SPY) | 5.0% | 62.3% |
| Sector (XLK) | 7.3% | 52.9% |
Fundamental Drivers
The -10.2% change in TEL stock from 10/31/2025 to 11/9/2026 was primarily driven by a -60.8% change in the company's P/E Multiple.| (LTM values as of) | 10312025 | 11092026 | Change |
|---|---|---|---|
| Stock Price ($) | 243.54 | 218.75 | -10.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 16,581 | 19,885 | 19.9% |
| Net Income Margin (%) | 8.8% | 16.4% | 86.4% |
| P/E Multiple | 49.5 | 19.4 | -60.8% |
| Shares Outstanding (Mil) | 296 | 289 | 2.4% |
| Cumulative Contribution | -10.2% |
Market Drivers
10/31/2025 to 11/9/2026| Return | Correlation | |
|---|---|---|
| TEL | -10.2% | |
| Market (SPY) | 11.3% | 61.2% |
| Sector (XLK) | 14.1% | 53.1% |
Fundamental Drivers
The 85.6% change in TEL stock from 10/31/2023 to 11/9/2026 was primarily driven by a 29.5% change in the company's Net Income Margin (%).| (LTM values as of) | 10312023 | 11092026 | Change |
|---|---|---|---|
| Stock Price ($) | 117.85 | 218.75 | 85.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 16,358 | 19,885 | 21.6% |
| Net Income Margin (%) | 12.6% | 16.4% | 29.5% |
| P/E Multiple | 18.0 | 19.4 | 8.2% |
| Shares Outstanding (Mil) | 315 | 289 | 9.0% |
| Cumulative Contribution | 85.6% |
Market Drivers
10/31/2023 to 11/9/2026| Return | Correlation | |
|---|---|---|
| TEL | 85.6% | |
| Market (SPY) | 86.2% | 64.4% |
| Sector (XLK) | 112.1% | 59.5% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| TEL Return | 33% | -29% | 22% | -1% | 62% | -3% | 81% |
| Peers Return | 32% | -10% | 21% | 31% | 26% | 34% | 219% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 8% | 96% |
Monthly Win Rates [3] | |||||||
| TEL Win Rate | 67% | 33% | 67% | 58% | 83% | 73% | |
| Peers Win Rate | 70% | 43% | 57% | 67% | 63% | 56% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 36% | |
Max Drawdowns [4] | |||||||
| TEL Max Drawdown | -11% | -34% | -20% | -13% | -22% | -21% | |
| Peers Max Drawdown | -11% | -29% | -18% | -13% | -27% | -30% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: CSCO, TXN, MSI, TEL, FLEX. See TEL Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 11/9/2026 (YTD)
How Low Can It Go
| Event | TEL | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -21.5% | -18.8% |
| % Gain to Breakeven | 27.4% | 23.1% |
| Time to Breakeven | 38 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -18.2% | -9.5% |
| % Gain to Breakeven | 22.2% | 10.5% |
| Time to Breakeven | 48 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -10.2% | -6.7% |
| % Gain to Breakeven | 11.3% | 7.1% |
| Time to Breakeven | 20 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -33.2% | -24.5% |
| % Gain to Breakeven | 49.7% | 32.4% |
| Time to Breakeven | 966 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -43.2% | -33.7% |
| % Gain to Breakeven | 75.9% | 50.9% |
| Time to Breakeven | 145 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -18.5% | -19.2% |
| % Gain to Breakeven | 22.7% | 23.8% |
| Time to Breakeven | 108 days | 105 days |
In The Past
TE Connectivity's stock fell -21.5% during the 2025 US Tariff Shock. Such a loss loss requires a 27.4% gain to breakeven.
Preserve Wealth
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Asset Allocation
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| Event | TEL | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -21.5% | -18.8% |
| % Gain to Breakeven | 27.4% | 23.1% |
| Time to Breakeven | 38 days | 79 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -33.2% | -24.5% |
| % Gain to Breakeven | 49.7% | 32.4% |
| Time to Breakeven | 966 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -43.2% | -33.7% |
| % Gain to Breakeven | 75.9% | 50.9% |
| Time to Breakeven | 145 days | 140 days |
In The Past
TE Connectivity's stock fell -21.5% during the 2025 US Tariff Shock. Such a loss loss requires a 27.4% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About TE Connectivity (TEL)
TE Connectivity (TEL) is a global technology company that specializes in designing and manufacturing connectivity and sensor solutions. Essentially, the company creates the critical components that enable electronic systems to connect, transmit data, and sense their surroundings across a wide range of industries.
The company operates through three main segments. Its Transportation Solutions segment provides essential terminals, connector systems, sensors, relays, and antennas that are widely used in the automotive and commercial transportation industries. The Industrial Solutions segment offers specialized terminals, connectors, interventional medical components, and wiring for demanding applications in industrial equipment, aerospace, defense, marine, medical devices, and energy markets.
Lastly, the Communications Solutions segment supplies various electronic components, including connectors, relays, and antennas, primarily catering to the data and devices as well as the appliances markets. TE Connectivity sells its products directly to manufacturers in approximately 140 countries worldwide, making it a fundamental supplier of components that enable modern electronic infrastructure.
AI Analysis | Feedback
Here are 1-3 brief analogies to describe TE Connectivity:
- The Intel of physical connections and sensors.
- Like 3M, but specialized in the electronic 'nervous system' components.
AI Analysis | Feedback
- Terminals and Connector Systems: Fundamental components for creating electrical and data connections across diverse applications.
- Sensors: Devices designed to detect and measure physical input, providing data for automotive, industrial, and medical markets.
- Relays: Electrically operated switches that use an electromagnet to control an electrical circuit.
- Antennas: Components that transmit or receive electromagnetic waves, enabling wireless communication and data transfer.
- Application Tooling Products: Specialized tools and equipment used for the precise installation and termination of connectivity products.
- Interventional Medical Components: Highly specialized parts and sub-assemblies for advanced medical devices and procedures.
- Heat Shrink Tubing: Protective tubing that shrinks when heated, providing insulation, sealing, and strain relief for wires and cables.
- Wires and Cables: Products used for transmitting electrical signals, power, or data in various commercial and industrial settings.
AI Analysis | Feedback
Based on the provided background information for TE Connectivity (TEL), specific names of major customers are not disclosed. The company manufactures and sells connectivity and sensor solutions to a broad base of manufacturers across approximately 140 countries, primarily through direct sales and third-party distributors.
TE Connectivity's customer base is highly diversified across its three operating segments, serving manufacturers in the following key markets:
- Transportation Solutions: Major customers include manufacturers in the automotive, commercial transportation, and sensor markets.
- Industrial Solutions: Major customers include manufacturers in industrial equipment, aerospace, defense, marine, medical, and energy markets.
- Communications Solutions: Major customers include manufacturers in the data and devices, and appliances markets.
Given the wide range of industries and global reach, TE Connectivity's major customers would be numerous manufacturing companies within these sectors, rather than a few individually named entities whose identities are typically not disclosed in general company descriptions.
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Terrence R. Curtin, Chief Executive Officer and Board Member
Terrence R. Curtin has served as the Chief Executive Officer of TE Connectivity since March 2017, and he was elected to the Board of Directors in March 2016. Prior to his CEO role, he was TE's President, overseeing all connectivity and sensor businesses, as well as mergers and acquisition activities. His earlier positions at the company include leading the Industrial Solutions segment, Chief Financial Officer, and Corporate Controller. Before joining TE Connectivity, Mr. Curtin was employed by Arthur Andersen LLP. He holds a Bachelor's degree in Accounting from Albright College and is a Certified Public Accountant. He is also a director of Qnity Electronics, Inc., a spin-off from DuPont de Nemours, Inc.
Heath A. Mitts, Executive Vice President and Chief Financial Officer
Heath A. Mitts was appointed Executive Vice President and Chief Financial Officer of TE Connectivity in September 2016, and he joined the Board of Directors in March 2021. In his role, he is responsible for developing and implementing the company's financial strategy. Before joining TE, Mr. Mitts served as Senior Vice President and Chief Financial Officer of IDEX Corporation from March 2011, and as Vice President of Corporate Finance from September 2005 to February 2011. His previous experience also includes serving as Chief Financial Officer of PerkinElmer Asia from 2001 to 2005 and holding various senior financial leadership positions at Honeywell International from 1996 to 2001. Mr. Mitts holds an MBA in finance from Pennsylvania State University and Bachelor's degrees in Finance and Political Science from Southern Methodist University. He currently serves as a Director at Veralto Corporation.
Steven T. Merkt, President, Transportation Solutions
Steven T. Merkt has been the President of TE Connectivity's Transportation Solutions segment since August 2012. He joined TE in 1989 and has held various leadership roles, including President of TE's Automotive business. As the leader of the Transportation Solutions segment, he was responsible for all aspects of sales, development, and global operations for this unit, overseeing over 50,000 employees and approximately 6,000 engineers. During his tenure, the segment grew from $3 billion revenue and approximately 14% operating income to $10 billion revenue with over 20% operating income. He also executed more than 20 mergers and acquisitions or divestitures. Before joining TE, he worked as a Flight Test Engineer for the F.A.A. and a computer consultant for Rutgers University. Mr. Merkt holds an undergraduate degree from Rutgers State University of New Jersey and an MBA from Smeal College of Business.
John S. Jenkins Jr., Executive Vice President, General Counsel
John S. Jenkins Jr. serves as the Executive Vice President, General Counsel of TE Connectivity. In this role, he is responsible for the company's global legal, compliance, corporate governance, government affairs, intellectual property, security and risk management, and corporate social responsibility activities.
Arvind Kaushal, Senior Vice President and Chief Strategy Officer
Arvind Kaushal is the Senior Vice President and Chief Strategy Officer at TE Connectivity. He is responsible for shaping the company's strategic direction and driving key initiatives that align with its long-term goals. Mr. Kaushal's professional experience includes significant roles at Johnson Controls and Strategy&, part of the PwC network, where he developed his expertise in strategy development and execution. He holds degrees from the Indian Institute of Management, Calcutta, and the Indian Institute of Technology, Roorkee.
AI Analysis | Feedback
Here are the key risks to TE Connectivity's business:
- Dependence on Global Economic Conditions and Cyclical Industries: TE Connectivity's performance is significantly tied to the health of global manufacturing and specific cyclical industries, particularly the automotive sector. Economic slowdowns or reductions in capital expenditure within these core markets can directly impact the demand for its connectors and sensors, affecting revenue and profitability.
- Intense Competition and Technological Shifts: The electronic components industry is highly competitive, with numerous players vying for market share. TE Connectivity faces ongoing pressure to innovate and adapt to rapid technological advancements, including emerging technologies like AI. Failure to continuously develop new products and adapt to evolving product requirements could lead to a loss of competitive position and market share.
- Supply Chain Volatility and Raw Material/Energy Costs: The company's global operations involve complex supply chains, which are susceptible to disruptions. Fluctuations in raw material costs, shipping expenses, and energy prices can increase operational challenges and directly impact TE Connectivity's cost of goods and ultimately, its profit margins.
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AI Analysis | Feedback
TE Connectivity (TEL) operates in diverse markets, providing connectivity and sensor solutions across three main segments. The addressable market sizes for its primary products and services are as follows:
Transportation Solutions
- Automotive Connectors: The global automotive connectors market was valued at approximately USD 8.04 billion in 2025 and is projected to reach USD 16.06 billion by 2034. The Asia Pacific region is a dominant market for automotive connectors. The global market for electric vehicle (EV) connectors is forecasted to expand from USD 4.05 billion in 2025 to USD 16.91 billion by 2034.
- Commercial Transportation Connectors: The global commercial vehicle connectors market is anticipated to expand from USD 4.92 billion in 2024 to USD 9.64 billion by 2034.
- Sensors: The global sensor market size was valued at USD 266.63 billion in 2025 and is predicted to increase to approximately USD 591.52 billion by 2035. The Asia Pacific region generated more than 40% of the revenue share in the global sensor market in 2025.
Industrial Solutions
- Industrial Equipment Connectors: The global industrial connector market size was estimated at around USD 93.72 billion in 2024 and is predicted to grow to approximately USD 196.61 billion by 2034. North America accounted for the largest share in this market in 2024, contributing over 28% of total revenue.
- Aerospace, Defense, and Marine Connectors: The global aerospace and defense connectors market size was approximately US$5.2 billion in 2024 and is likely to grow to US$6.6 billion in 2034. North America held 41.84% of the market share in 2024.
- Medical Connectors: The global medical connectors market size was valued at USD 3.65 billion in 2024 and is expected to reach USD 8.27 billion by 2032. North America is expected to dominate the medical connectors market with a 40.5% share.
- Energy Connectors (Renewable Energy): The global renewable energy connector market size was valued at USD 5.80 billion in 2025 and is projected to reach USD 13.45 billion by 2033. Asia-Pacific dominated this market with a 35.1% revenue share in 2025.
Communications Solutions
- Data and Devices Connectors: The broader global connector market, which includes data and telecommunications applications, was estimated at USD 104.12 billion in 2025 and is expected to reach USD 204.70 billion by 2034. The telecom segment alone generated over 32% of the revenue share in the overall connector market in 2025. Asia Pacific is the leading region in the global connector market.
- Appliances Connectors: The global home appliance connectors market size was valued at approximately USD 3.5 billion in 2023 and is projected to reach around USD 6.2 billion by 2032. The Asia Pacific market is projected to be the fastest-growing region, with a CAGR of approximately 7.2%.
AI Analysis | Feedback
For TE Connectivity (TEL), several key drivers are expected to fuel future revenue growth over the next 2-3 years:
- Increased demand for AI-related data and power connectivity (Digital Data Networks): TE Connectivity anticipates significant revenue growth from its digital data networks, especially those related to Artificial Intelligence (AI) applications. The company has revised its AI revenue expectations upwards for fiscal year 2026, with anticipated growth across all hyperscale customers and new program awards extending into 2027.
- Growth in energy grid hardening and infrastructure applications: The company is benefiting from secular trends in energy, including demand for energy infrastructure and grid modernization. This driver is particularly strong within its Industrial Solutions segment, with energy sales showing robust organic growth.
- Expanding content in next-generation vehicles and electrification of the powertrain: TE Connectivity expects continued revenue growth from the automotive market, driven by the increasing electronic content per vehicle, particularly due to the ongoing electrification of powertrains and enhanced data connectivity requirements in next-generation vehicles.
- Broadening of growth drivers and recovery in general industrial markets: The company has strategically invested in and broadened its growth drivers, and is positioned to capitalize on an expected recovery in general industrial markets globally. This is evidenced by broad-based order strength across all regions and segments.
- New program awards and co-creation of next-generation architectures with customers: TE Connectivity is actively securing new program awards and focusing on collaborating with its customers to co-create next-generation architectures. These ongoing partnerships and new wins are expected to translate into sustained revenue streams.
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Capital Allocation Decisions (2021-2026) for TE Connectivity (TEL)
Share Repurchases
- TE Connectivity's board authorized a $3.0 billion increase in its share repurchase program on March 11, 2026, bringing the total authorized amount to $22.25 billion.
- The company repurchased $1.347 billion in shares in 2025, $2.062 billion in 2024, and $945 million in 2023.
- This repurchase authorization permits TE Connectivity to purchase up to 5% of its outstanding shares.
Outbound Investments
- In February 2025, TE Connectivity acquired Richards Manufacturing Co. for approximately $2.3 billion in cash, a move designed to strengthen its position in the North American utility sector with utility grid products and underground distribution equipment.
- The company acquired Harger in November 2024 and Sense in October 2024, with undisclosed financial terms.
- In September 2021, TE Connectivity acquired Toolbox Medical Innovations, Wi Inc., and microLIQUID to expand its capabilities in microfluidics, in-vitro diagnostics (IVD), and point-of-care segments.
Capital Expenditures
- For fiscal year 2026, TE Connectivity expects capital expenditures to be approximately 6% of sales, an increase driven by the growing demand for AI programs.
- The company is making capacity investments in its Industrial & Renewables segment, focusing on European and North American customers for terminal blocks, circular connectors, and harsh-environment solutions to support grid hardening and wind/solar deployments.
- Capital expenditures are also focused on supporting AI server and accelerator architectures, including 112G/224G PAM4 and co-packaged optics, with customer sampling and early production ramps in 2024-2025.
Peer Outperformance in Electronic Manufacturing Services
TEL has trailed 89% of its 9 Electronic Manufacturing Services peers over 5Y. Among the peers that beat it is FLEX. Electronic Manufacturing Services ranks 1st of 12 industries in Information Technology by median 5Y return. That makes it one of the strongest corners of the sector.
Share of Electronic Manufacturing Services constituents that TEL has outperformed, by holding period. Peers without a full price history over a given window are excluded from that window.
1Y
33%
of 9 industry peers · -8.5% return
3Y
22%
of 9 industry peers · 72.7% return
5Y
11%
of 9 industry peers · 35.8% return
Electronic Manufacturing Services peers with revenue growth within 4pp of TEL's that beat it on at least 2 of 3 windows, and by at least 20pp over 5Y. Growth is matched by construction, so the gap is largely a re-rating gap. The multiple column is the context for it.
| Ticker | Name | Rev Growth 3Y Avg | P/E | 1Y | 3Y | 5Y | 5Y Gap |
|---|---|---|---|---|---|---|---|
| TEL | TE Connectivity | 7.7% | 19.4x | -8.5% | 72.7% | 35.8% | — |
| FLEX | Flex | 4.8% | 27.8x | 24.8% | 308.0% | 499.4% | +464pp |
Price returns, excluding dividends. P/E shown for context only and not used for matching.
Median price return by industry across the Information Technology sector, ranked by 5Y. Electronic Manufacturing Services is TEL's own industry. Use this to see which corners of the sector have carried the returns.
| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Electronic Manufacturing Services ← | 10 | 15.6% | 110.8% | 187.8% | FLEX 499% · TTMI 428% · JBL 303% |
| Technology Distributors | 9 | 50.7% | 59.2% | 59.9% | AVT 146% · SNX 118% · CNXN 77% |
| Semiconductor Materials & Equipment | 28 | 39.5% | 48.2% | 43.1% | AXTI 370% · KLAC 281% · LRCX 274% |
| Communications Equipment | 36 | 10.5% | 99.8% | 38.1% | AAOI 806% · LITE 546% · ANET 461% |
| Electronic Components | 24 | 20.6% | 78.5% | 33.8% | CLS 1838% · BELFA 1082% · APH 310% |
| Electronic Equipment & Instruments | 27 | -5.1% | 32.8% | -0.4% | PI 129% · OSIS 112% · MIR 70% |
| Semiconductors | 55 | 12.1% | 44.0% | -5.3% | MU 893% · AVGO 526% · NVDA 485% |
| Technology Hardware, Storage & Peripherals | 21 | 13.0% | 88.7% | -8.8% | WDC 592% · DELL 581% · SMCI 538% |
| IT Consulting & Other Services | 30 | -17.7% | -7.7% | -25.2% | APLD 293% · IBM 142% · GIB -10% |
| Internet Services & Infrastructure | 6 | -9.8% | 38.8% | -29.7% | GDDY 56% · VRSN 33% · AKAM -27% |
| Systems Software | 70 | -7.3% | 17.7% | -52.9% | ZETA 227% · CRWD 212% · CVLT 145% |
| Application Software | 126 | -11.5% | -11.7% | -55.7% | PLTR 598% · FROG 180% · AGYS 141% |
Median of constituents with a full price history over each window. Top names are limited to companies above $2B market cap.
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 218.89 |
| Mkt Cap | 87.4 |
| Rev LTM | 20,766 |
| Op Inc LTM | 4,140 |
| FCF LTM | 3,403 |
| FCF 3Y Avg | 3,134 |
| CFO LTM | 4,525 |
| CFO 3Y Avg | 4,047 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 15.2% |
| Rev Chg 3Y Avg | 5.6% |
| Rev Chg Q | 17.6% |
| QoQ Delta Rev Chg LTM | 4.2% |
| Op Inc Chg LTM | 22.7% |
| Op Inc Chg 3Y Avg | 12.0% |
| Op Mgn LTM | 25.4% |
| Op Mgn 3Y Avg | 23.8% |
| QoQ Delta Op Mgn LTM | 0.3% |
| CFO/Rev LTM | 22.5% |
| CFO/Rev 3Y Avg | 22.9% |
| FCF/Rev LTM | 20.1% |
| FCF/Rev 3Y Avg | 18.9% |
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|
| Transportation Solutions | 9,388 | 9,481 | 9,675 | 9,219 |
| Industrial Solutions | 7,874 | 6,364 | 6,359 | 4,490 |
| Communications Solutions | 2,572 | |||
| Total | 17,262 | 15,845 | 16,034 | 16,281 |
| $ Mil | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|
| Transportation Solutions | 1,818 | 1,880 | 1,487 | 1,534 |
| Industrial Solutions | 1,393 | 916 | 817 | 607 |
| Communications Solutions | 615 | |||
| Total | 3,211 | 2,796 | 2,304 | 2,756 |
| $ Mil | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|
| Other noncurrent assets | 12,803 | 11,320 | 10,066 | 9,947 |
| Transportation Solutions | 5,975 | 5,758 | 5,762 | 5,530 |
| Industrial Solutions | 4,439 | 3,717 | 3,511 | 2,428 |
| Other current assets | 1,864 | 2,059 | 2,373 | 1,727 |
| Communications Solutions | 1,150 | |||
| Total | 25,081 | 22,854 | 21,712 | 20,782 |
Price Behavior
Price Behavior
| Market Price | $218.75 | |
| Market Cap ($ Bil) | 63.2 | |
| First Trading Date | 09/30/2024 | |
| Distance from 52W High | -11.0% | |
| 50 Days | 200 Days | |
| DMA Price | $212.48 | $211.24 |
| DMA Trend | up | indeterminate |
| Distance from DMA | 3.0% | 3.6% |
| 3M | 1YR | |
| Volatility | 35.0% | 36.9% |
| Downside Capture | 135.89 | 171.04 |
| Upside Capture | 143.73 | 135.65 |
| Correlation (S&P 500) | 60.0% | 59.2% |
TEL Betas & Captures as of 10/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 2.01 | 1.91 | 1.80 | 1.57 | 1.68 | 1.23 |
| Up Beta | 0.76 | 1.99 | 2.09 | 1.29 | 1.53 | 1.04 |
| Down Beta | 1.94 | 1.79 | 2.06 | 1.61 | 1.87 | 1.16 |
| Up Capture | 245% | 231% | 181% | 180% | 184% | 260% |
| Bmk +ve Days | 12 | 18 | 28 | 62 | 130 | 427 |
| Stock +ve Days | 10 | 19 | 29 | 62 | 127 | 403 |
| Down Capture | 184% | 156% | 151% | 152% | 144% | 108% |
| Bmk -ve Days | 10 | 25 | 36 | 64 | 121 | 325 |
| Stock -ve Days | 12 | 24 | 35 | 64 | 124 | 348 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with TEL | |
|---|---|---|---|---|
| TEL | -8.5% | 36.9% | -0.18 | - |
| Sector ETF (XLK) | 18.7% | 28.5% | 0.59 | 52.8% |
| Equity (SPY) | 13.3% | 13.7% | 0.65 | 60.9% |
| Gold (GLD) | 3.7% | 28.8% | 0.12 | 26.0% |
| Commodities (DBC) | 38.2% | 21.3% | 1.42 | -22.5% |
| Real Estate (VNQ) | 13.7% | 14.3% | 0.65 | 29.2% |
| Bitcoin (BTCUSD) | -25.3% | 43.6% | -0.55 | 25.5% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with TEL | |
|---|---|---|---|---|
| TEL | 7.7% | 29.1% | 0.27 | - |
| Sector ETF (XLK) | 17.1% | 26.5% | 0.58 | 66.9% |
| Equity (SPY) | 11.8% | 17.3% | 0.51 | 71.7% |
| Gold (GLD) | 17.8% | 19.1% | 0.75 | 15.1% |
| Commodities (DBC) | 8.0% | 19.6% | 0.29 | 5.6% |
| Real Estate (VNQ) | 1.5% | 18.9% | -0.03 | 50.6% |
| Bitcoin (BTCUSD) | 4.4% | 51.6% | 0.27 | 29.4% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with TEL | |
|---|---|---|---|---|
| TEL | 13.4% | 28.8% | 0.48 | - |
| Sector ETF (XLK) | 23.1% | 25.3% | 0.83 | 67.5% |
| Equity (SPY) | 15.3% | 18.0% | 0.72 | 73.9% |
| Gold (GLD) | 12.1% | 16.5% | 0.60 | 10.5% |
| Commodities (DBC) | 7.6% | 18.1% | 0.33 | 19.6% |
| Real Estate (VNQ) | 6.1% | 20.7% | 0.25 | 55.4% |
| Bitcoin (BTCUSD) | 60.0% | 66.3% | 1.00 | 20.4% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Updated 11/6/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 10/28/2026 | -1.8% | -2.5% | |
| 7/22/2026 | -4.2% | 2.5% | -2.6% |
| 4/22/2026 | -9.1% | -16.0% | -17.2% |
| 1/21/2026 | -1.0% | -1.1% | -0.4% |
| 10/29/2025 | 1.8% | 3.0% | -4.7% |
| 7/23/2025 | 12.0% | 15.9% | 11.7% |
| 4/23/2025 | 2.0% | 8.8% | 20.1% |
| 1/22/2025 | 4.6% | 0.1% | 5.0% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 12 | 16 | 15 |
| # Negative | 12 | 8 | 8 |
| Median Positive | 3.9% | 4.4% | 5.0% |
| Median Negative | -2.8% | -2.4% | -4.5% |
| Max Positive | 12.0% | 15.9% | 20.1% |
| Max Negative | -9.1% | -16.0% | -17.2% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 10/28/2026 | -1.8% | -2.5% | |
| 7/22/2026 | -4.2% | 2.5% | -2.6% |
| 4/22/2026 | -9.1% | -16.0% | -17.2% |
| 1/21/2026 | -1.0% | -1.1% | -0.4% |
| 10/29/2025 | 1.8% | 3.0% | -4.7% |
| 7/23/2025 | 12.0% | 15.9% | 11.7% |
| 4/23/2025 | 2.0% | 8.8% | 20.1% |
| 1/22/2025 | 4.6% | 0.1% | 5.0% |
| 10/30/2024 | -0.6% | -2.3% | -0.5% |
| 7/24/2024 | 3.6% | 1.0% | 0.9% |
| 4/24/2024 | -2.3% | -1.2% | 5.9% |
| 1/24/2024 | 6.7% | 7.9% | 6.7% |
| 11/1/2023 | 4.3% | 6.1% | 11.2% |
| 7/26/2023 | 2.3% | 1.7% | -8.7% |
| 4/26/2023 | -3.2% | -1.2% | -4.4% |
| 1/25/2023 | -0.9% | 2.0% | 2.3% |
| 11/2/2022 | -7.9% | -5.1% | 2.7% |
| 7/27/2022 | 3.9% | 6.8% | 4.9% |
| 4/27/2022 | 4.1% | 5.6% | 1.8% |
| 1/26/2022 | -5.7% | -4.1% | -5.2% |
| 10/27/2021 | -2.8% | 3.5% | 9.2% |
| 7/28/2021 | 3.1% | 8.5% | 9.6% |
| 4/21/2021 | 4.0% | 5.3% | 3.4% |
| 1/27/2021 | -2.9% | 0.5% | 1.9% |
| SUMMARY STATS | |||
| # Positive | 12 | 16 | 15 |
| # Negative | 12 | 8 | 8 |
| Median Positive | 3.9% | 4.4% | 5.0% |
| Median Negative | -2.8% | -2.4% | -4.5% |
| Max Positive | 12.0% | 15.9% | 20.1% |
| Max Negative | -9.1% | -16.0% | -17.2% |
Recent Forward Guidance
Updated 10/29/2026Latest: Q4 2026 Earnings Reported 10/28/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q1 2027 Net Sales | Reported | 5.35 Bil | 1.9% | Higher New | Guidance: 5.25 Bil for Q4 2026 | |||
| Q1 2027 Net sales growth | Reported | 14.6% | 3.6% | Higher New | Guidance: 11.0% for Q4 2026 | |||
| Q1 2027 Organic net sales growth | Reported | 15.3% | ||||||
| Q1 2027 Diluted earnings per share from continuing operations | Reported | 3.04 | 7.0% | Higher New | Guidance: 2.84 for Q4 2026 | |||
| Q1 2027 Adjusted diluted earnings per share from continuing operations | Reported | 3.3 | 8.2% | Higher New | Guidance: 3.05 for Q4 2026 | |||
| Q1 2027 GAAP EPS Growth | Reported | 20.0% | -7.0% | Lower New | Guidance: 27.0% for Q4 2026 | |||
| Q1 2027 Adjusted EPS Growth | Reported | 21.0% | 3.0% | Higher New | Guidance: 18.0% for Q4 2026 | |||
| 2027 Net Sales Growth | Reported | 10.0% | ||||||
| 2027 Organic Net Sales Growth | Reported | 11.9% | ||||||
Prior: Q3 2026 Earnings Reported 7/22/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q4 2026 Revenue | Reported | 5.25 Bil | 5.0% | Higher New | Guidance: 5.00 Bil for Q3 2026 | |||
| Q4 2026 Revenue Growth | Reported | 11.0% | 1.0% | Higher New | Guidance: 10.0% for Q3 2026 | |||
| Q4 2026 Adjusted EPS | Reported | 3.05 | 7.8% | Higher New | Guidance: 2.83 for Q3 2026 | |||
| Q4 2026 GAAP EPS | Reported | 2.84 | 16.4% | Higher New | Guidance: 2.44 for Q3 2026 | |||
| Q4 2026 Adjusted EPS Growth | Reported | 18.0% | ||||||
| Q4 2026 GAAP EPS Growth | Reported | 27.0% | ||||||
Q2 2026 Earnings Reported 4/22/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q3 2026 Revenue | Reported | 5.00 Bil | 6.4% | Higher New | Guidance: 4.70 Bil for Q2 2026 | |||
| Q3 2026 Revenue Growth | Reported | 10.0% | -3.4% | Lower New | Guidance: 13.4% for Q2 2026 | |||
| Q3 2026 Organic Revenue Growth | Reported | 9.0% | 2.8% | Higher New | Guidance: 6.2% for Q2 2026 | |||
| Q3 2026 Adjusted EPS | Reported | 2.83 | 6.8% | Higher New | Guidance: 2.65 for Q2 2026 | |||
| Q3 2026 GAAP EPS | Reported | 2.44 | 8.0% | Higher New | Guidance: 2.26 for Q2 2026 | |||
Q1 2026 Earnings Reported 1/21/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q2 2026 Revenue | Reported | 4.70 Bil | 4.4% | Higher New | Guidance: 4.50 Bil for Q1 2026 | |||
| Q2 2026 Net Sales Growth | Reported | 13.4% | ||||||
| Q2 2026 Organic Net Sales Growth | Reported | 6.2% | ||||||
| Q2 2026 Adjusted EPS | Reported | 2.65 | 4.7% | Higher New | Guidance: 2.53 for Q1 2026 | |||
| Q2 2026 GAAP EPS | Reported | 2.26 | -3.0% | Lower New | Guidance: 2.33 for Q1 2026 | |||
Insider Activity
Updated 6/15/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Kroeger, Shadrak W | Pres., Industrial Solutions | Direct | Sell | 6022026 | 215.00 | 9,400 | 2,021,000 | 5,584,840 | Form |
| 2 | Kroeger, Shadrak W | Pres., Industrial Solutions | Direct | Sell | 5072026 | 215.00 | 9,400 | 2,021,000 | 5,584,840 | Form |
| 3 | Kroeger, Shadrak W | Pres., Industrial Solutions | Direct | Sell | 4092026 | 223.26 | 9,400 | 2,098,674 | 5,799,485 | Form |
| 4 | Kroeger, Shadrak W | Pres., Industrial Solutions | Direct | Sell | 3032026 | 222.52 | 9,400 | 2,091,662 | 5,780,108 | Form |
| 5 | Shaffer, Reuben M | SVP and Corporate Controller | Direct | Sell | 2172026 | 234.23 | 1,425 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Kroeger, Shadrak W | Pres., Industrial Solutions | Direct | Sell | 6022026 | 215.00 | 9,400 | 2,021,000 | 5,584,840 | Form |
| 2 | Kroeger, Shadrak W | Pres., Industrial Solutions | Direct | Sell | 5072026 | 215.00 | 9,400 | 2,021,000 | 5,584,840 | Form |
| 3 | Kroeger, Shadrak W | Pres., Industrial Solutions | Direct | Sell | 4092026 | 223.26 | 9,400 | 2,098,674 | 5,799,485 | Form |
| 4 | Kroeger, Shadrak W | Pres., Industrial Solutions | Direct | Sell | 3032026 | 222.52 | 9,400 | 2,091,662 | 5,780,108 | Form |
| 5 | Shaffer, Reuben M | SVP and Corporate Controller | Direct | Sell | 2172026 | 234.23 | 1,425 | Form | ||
| 6 | Kroeger, Shadrak W | Pres., Industrial Solutions | Direct | Sell | 2172026 | 233.82 | 9,400 | 2,197,946 | 7,608,900 | Form |
| 7 | Kroeger, Shadrak W | Pres., Industrial Solutions | Direct | Sell | 2172026 | 233.64 | 6,565 | 1,533,879 | 6,069,033 | Form |
| 8 | Jenkins, John S | EVP & General Counsel | Direct | Sell | 2092026 | 222.81 | 6,155 | 1,371,396 | 4,859,459 | Form |
| 9 | Curtin, Terrence R | Chief Exec. Officer & Director | Direct | Sell | 12222025 | 228.67 | 20,817 | 4,760,191 | 18,051,665 | Form |
| 10 | Curtin, Terrence R | Chief Exec. Officer & Director | Direct | Sell | 12222025 | 225.47 | 20,817 | 4,693,612 | 22,492,797 | Form |
| 11 | Mitts, Heath A | EVP & Chief Financial Officer | Direct | Sell | 12192025 | 226.86 | 6,269 | 1,422,118 | 6,092,117 | Form |
| 12 | Mitts, Heath A | EVP & Chief Financial Officer | Direct | Sell | 12192025 | 225.97 | 6,269 | 1,416,612 | 7,484,845 | Form |
| 13 | Mitts, Heath A | EVP & Chief Financial Officer | Direct | Sell | 11042025 | 247.15 | 82,300 | 20,340,076 | 11,245,934 | Form |
| 14 | Jenkins, John S | EVP & General Counsel | Direct | Sell | 11042025 | 247.73 | 25,021 | 6,198,458 | 5,178,362 | Form |
| 15 | Kroeger, Shadrak W | Pres., Industrial Solutions | Direct | Sell | 9032025 | 202.99 | 23,850 | 4,841,376 | 5,272,938 | Form |
| 16 | Curtin, Terrence R | Chief Exec. Officer & Director | Direct | Sell | 7292025 | 208.76 | 197,100 | 41,145,890 | 16,479,697 | Form |
| 17 | Jenkins, John S | EVP & General Counsel | Direct | Sell | 7292025 | 209.33 | 45,850 | 9,597,858 | 5,154,841 | Form |
| 18 | Sagar, Malavika | SVP, Chief Human Resources Off | Direct | Sell | 7292025 | 207.20 | 1,945 | 403,004 | 977,149 | Form |
| 19 | Stucki, Aaron Kyle | Pres. Transportation Solutions | Direct | Sell | 7242025 | 192.78 | 52,900 | 10,198,100 | 4,562,576 | Form |
| 20 | Stucki, Aaron Kyle | Pres. Transportation Solutions | Direct | Sell | 6272025 | 170.00 | 13,100 | 2,227,000 | 4,021,721 | Form |
| 21 | Kroeger, Shadrak W | Pres., Industrial Solutions | Direct | Sell | 6032025 | 159.03 | 25,000 | 3,975,736 | 4,130,949 | Form |
Investor Activity (13F)
Updated Nov 10, 202613F holdings as of Mar 31, 2026 (Q1 2026)
Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.
| Active Manager | Value | % of Portfolio | Total Positions | QoQ | Filing |
|---|---|---|---|---|---|
| FIFTHDELTA Ltd | $107.2 Mil | 14.8% | 11 | New | 13F |
| LFL Advisers, LLC | $48.9 Mil | 14.7% | 9 | Hold | 13F |
| Varenne Capital Partners | $25.4 Mil | 6.3% | 27 | TRIM -57.5% | 13F |
| Incline Global Management LLC | $15.8 Mil | 6.2% | 24 | ADD +30.6% | 13F |
| Minneapolis Portfolio Management Group, LLC | $23.7 Mil | 2.5% | 33 | Hold | 13F |
| E20 Capital Ltd | $25.6 Mil | 2.4% | 22 | New | 13F |
| EdgePoint Investment Group Inc. | $89.6 Mil | 0.7% | 37 | Hold | 13F |
| Active Manager | Value | % of Portfolio | Total Positions | QoQ | As Of | Filing |
|---|---|---|---|---|---|---|
| Analog Century Management LP | $67.0 Mil | 3.3% | 24 | Exited | Dec 31, 2025 | 13F |
| Vantage Wealth | $23.0 Mil | 5.0% | 30 | Exited | Dec 31, 2025 | 13F |
| Agave Capital Management Ltd | $13.7 Mil | 2.3% | 23 | Exited | Dec 31, 2025 | 13F |
| Varenne Capital Partners | $25.4 Mil | 6.3% | 27 | TRIM -57.5% | Mar 31, 2026 | 13F |
| Active Manager | Value | % of Portfolio | Total Positions | QoQ | Filing |
|---|---|---|---|---|---|
| FIFTHDELTA Ltd | $107.2 Mil | 14.8% | 11 | New | 13F |
| EdgePoint Investment Group Inc. | $89.6 Mil | 0.7% | 37 | Hold | 13F |
| LFL Advisers, LLC | $48.9 Mil | 14.7% | 9 | Hold | 13F |
| E20 Capital Ltd | $25.6 Mil | 2.4% | 22 | New | 13F |
| Varenne Capital Partners | $25.4 Mil | 6.3% | 27 | TRIM -57.5% | 13F |
| Minneapolis Portfolio Management Group, LLC | $23.7 Mil | 2.5% | 33 | Hold | 13F |
| Incline Global Management LLC | $15.8 Mil | 6.2% | 24 | ADD +30.6% | 13F |
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