TE Connectivity reports record Q4 sales and EPS, guides strong FY2027 growth

TE Connectivity announced fiscal fourth‑quarter 2026 results with net sales of $5.3 billion, a 12% increase year over year, and GAAP diluted EPS of $3.10, up 39%. The company also reported full‑year sales of $19.9 billion, a 15% rise, and GAAP EPS of $11.07, up 80%. For the first quarter of fiscal 2027 it guided sales of about $5.35 billion, a 15% increase, and GAAP EPS of roughly $3.04, a 20% rise, exceeding analyst consensus.

The earnings beat and guidance above consensus signal stronger profitability and growth, which may support the stock price (the company expects double‑digit sales growth in FY2027) (see). The guidance also sets expectations for higher cash flow and dividend capacity.

  • 1Q4 net sales were $5.3 billion, up 12% on a reported basis year over year.
  • 2Q4 orders were $6.1 billion, up 29% year over year.
  • 3GAAP diluted EPS for Q4 was $3.10, up 39% year over year.
  • 4Adjusted EPS for Q4 was $3.14, up 21% year over year.
  • 5Full‑year net sales were $19.9 billion, up 15% on a reported basis.
  • 6Full‑year GAAP EPS was $11.07, up 80% year over year.

Sources