Equity Profile

TEL

TE Connectivity plc

Information TechnologyElectronic Manufacturing Services$57.8B

Jul22Wed

Pre-Earnings Brief

UpcomingQ3-2026Pre-Market9:00 AM EDT

Company Snapshot

TE Connectivity plc (TEL) is a global leader in connectivity and sensor solutions, serving various industries including automotive, industrial, and telecommunications. As a major player in the information technology sector, its products are crucial for enabling communication and data transfer in an increasingly connected world.

Key Metrics to Watch

Earnings Per Share (EPS)

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

N/A

Revenue Growth

Revenue growth reflects the company's ability to increase sales and expand its market presence, which is vital for future growth.

N/A

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 fell by 9.10% the following day, indicating market concerns despite the earnings beat.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, expectations for TEL are mixed, with the market anticipating a possible earnings beat given the company's strong historical performance. However, concerns about revenue growth and market conditions may weigh on investor sentiment.

Bull Case

If TEL continues its trend of beating EPS estimates, it could signal strong operational performance and investor confidence, potentially leading to a stock price increase.

Bear Case

On the other hand, if revenue growth does not meet expectations or if macroeconomic factors negatively impact performance, the stock could face downward pressure.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q3-2026?

Given TEL's history of beating EPS estimates, this number will be crucial in determining market sentiment and stock movement.

How is revenue growth trending in key segments?

Understanding revenue trends will provide insights into the company's operational health and future growth potential.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating TEL's ability to leverage its strong product portfolio in a recovering economy, which could lead to better-than-expected performance.

Supporting Evidence

TEL has consistently beaten EPS estimates in the past, indicating strong operational execution.

The options market is pricing in a larger move than historical averages, suggesting heightened expectations.

Insider buying activity could signal confidence in the company's future performance.

Key Risk

If TEL reports an EPS significantly above $2.80, it could challenge the current cautious sentiment and shift market expectations.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on whether TEL can maintain its earnings momentum amidst potential market challenges.

Bull Confirmed If

An EPS of $2.80 or higher would confirm the bull case, indicating strong operational performance.

Bear Confirmed If

An EPS below $2.60 could confirm the bear case, raising concerns about profitability.

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 approximately 9.3%, suggesting 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 TEL beats expectations, history suggests the stock could rise by about 1.65% on the following day, confirming positive market sentiment.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously, reflecting uncertainty in future growth prospects.

Miss

If TEL misses earnings expectations, history suggests a potential decline of around 0.97%, indicating negative market sentiment.

Preparation

Congressional Activity

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

Trades

2 buys·0 sells

Members

House only

Est. Notional

$2,002.00–$30,000.00

disclosed dollar ranges

Most Active Members

D-CAGilbert CisnerosRep.
2

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on revenue growth in key segments such as automotive and industrial.
2Management's outlook on market conditions and demand for connectivity solutions.
3Details on any new product launches or innovations that could drive future growth.
4Insights into cost management strategies and their impact on margins.
5Any commentary on competitive pressures and how TEL plans to address them.

See the full picture

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

No charge today · Auto-bills $8/mo after 7 days · Cancel anytime

More Earnings This Week

5 Reports

Domino's Pizza, Inc.

Company Snapshot

Key Metrics to Watch

Earnings Per Share (EPS)

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

N/A

Revenue Growth

Revenue growth reflects the company's ability to increase sales and expand its market presence, which is vital for future growth.

N/A

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 fell by 9.10% the following day, indicating market concerns despite the earnings beat.

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If TEL continues its trend of beating EPS estimates, it could signal strong operational performance and investor confidence, potentially leading to a stock price increase.

Bear Case

On the other hand, if revenue growth does not meet expectations or if macroeconomic factors negatively impact performance, the stock could face downward pressure.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q3-2026?

Given TEL's history of beating EPS estimates, this number will be crucial in determining market sentiment and stock movement.

How is revenue growth trending in key segments?

Understanding revenue trends will provide insights into the company's operational health and future growth potential.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating TEL's ability to leverage its strong product portfolio in a recovering economy, which could lead to better-than-expected performance.

Supporting Evidence

TEL has consistently beaten EPS estimates in the past, indicating strong operational execution.

The options market is pricing in a larger move than historical averages, suggesting heightened expectations.

Insider buying activity could signal confidence in the company's future performance.

Key Risk

If TEL reports an EPS significantly above $2.80, it could challenge the current cautious sentiment and shift market expectations.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on whether TEL can maintain its earnings momentum amidst potential market challenges.

Bull Confirmed If

An EPS of $2.80 or higher would confirm the bull case, indicating strong operational performance.

Bear Confirmed If

An EPS below $2.60 could confirm the bear case, raising concerns about profitability.

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 approximately 9.3%, suggesting 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 TEL beats expectations, history suggests the stock could rise by about 1.65% on the following day, confirming positive market sentiment.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously, reflecting uncertainty in future growth prospects.

Miss

If TEL misses earnings expectations, history suggests a potential decline of around 0.97%, indicating negative market sentiment.

Preparation

Congressional Activity

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

Trades

2 buys·0 sells

Members

House only

Est. Notional

$2,002.00–$30,000.00

disclosed dollar ranges

Most Active Members

D-CAGilbert CisnerosRep.
2

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on revenue growth in key segments such as automotive and industrial.
2Management's outlook on market conditions and demand for connectivity solutions.
3Details on any new product launches or innovations that could drive future growth.
4Insights into cost management strategies and their impact on margins.
5Any commentary on competitive pressures and how TEL plans to address them.