TE Connectivity plc (TEL)

Over the past six months, TE Connectivity Plc's stock price has shown positive momentum, outperforming the S&P500 Index by +10.14%. As of June 25, 2025, the stock was up 12.30% over the past 12 months and 4.03% over the past 30 days. From June 21, 2024, to June 20, 2025, the share price increased by 7.37%. Key events impacting the stock price include the Fiscal Q4 2024 Earnings Release, Fiscal Q1 2025 Earnings Release, Fiscal Q2 2025 Earnings Release, the acquisition of Richards Manufacturing, the expansion of the Energy Smart Grid Site in Germany, and dividend declarations.

TE Connectivity experiences demand seasonality, with automotive sales dependent on global automotive production and potential declines in European production impacting the fourth fiscal quarter. Energy market sales typically increase in the third and fourth fiscal quarters. The third and fourth fiscal quarters are generally the strongest for TE Connectivity. The company anticipates a mixed demand environment in fiscal 2025, with softer demand in automotive and industrial markets, but strong growth in its AI portfolio, expecting a modest seasonal revenue decline sequentially in the December quarter and a rebound in industrial demand in the second half of fiscal 2025.

TE Connectivity Plc is a global industrial technology leader specializing in connectivity and sensor solutions, operating within the Information Technology sector, specifically in the Electronic Equipment, Instruments & Components industry, and also categorized under Semiconductors. Its products facilitate the distribution of power, signal, and data, serving diverse industries such as automotive, aerospace, defense, marine, industrial, medical, data centers, AI, appliances, machinery, rail, and energy. The company's business is structured into three primary segments: Transportation Solutions, focusing on connectivity and sensor technologies for the automotive market; Industrial Solutions, providing products for industrial equipment, medical technology, aerospace, defense, and marine industries; and Communications Solutions, supplying electronic components for data and devices, and appliances markets.

TE Connectivity has a significant global presence, selling its products into approximately 130 countries, primarily through direct selling efforts to manufacturers (80% of net sales). It maintains manufacturing facilities and distribution centers across Asia-Pacific, Europe, the Middle East, Africa, and the Americas. In fiscal 2024, net sales were 37% from EMEA, 34% from Asia–Pacific, and 29% from the Americas. The company has manufacturing operations in over 25 countries worldwide, including China.

TE Connectivity has maintained a strong brand reputation, being named to Fortune's World's Most Admired Companies list for the eighth consecutive year as of February 2025, highlighting its financial stability, innovation, respected leadership, and global business expansion. No negative events impacted the brand reputation in the past year.

TE Connectivity Plc is primarily owned by institutional shareholders, who hold between 89.62% and 91.44% of the company's shares, with insiders owning 0.52% and retail investors holding 9.86%. Major institutional owners include Vanguard Group Inc, BlackRock, Inc., Dodge & Cox, Price T Rowe Associates Inc /md/, State Street Corp, Wellington Management Group Llp, Ameriprise Financial Inc, Geode Capital Management LLC, Bank Of America Corp, and Clearbridge Investments LLC.