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 leading technology company that specializes in electronic manufacturing services. With a market cap of $62 billion, it plays a crucial role in connecting and powering the world through its innovative solutions in various sectors, including automotive, industrial, and telecommunications.

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and will help gauge its financial health this quarter.

N/A

Revenue Growth

Revenue growth is essential for understanding how well TE Connectivity is expanding its market share and meeting demand.

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 the last quarter, TE Connectivity reported an EPS of $2.73, slightly beating expectations. However, the stock fell by 9.10% the following day, indicating some market disappointment despite the positive earnings surprise.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, analysts expect TE Connectivity to continue its trend of beating earnings estimates, but there is caution due to recent stock performance.

Bull Case

If the company can deliver strong revenue growth and maintain or improve its gross margins, it may see a positive reaction from investors.

Bear Case

Conversely, if the company fails to meet revenue expectations or shows signs of margin compression, it could 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?

Given the company's strong track record of beating EPS estimates, this number will be crucial for investor sentiment.

How will revenue growth compare to previous quarters?

Investors will be closely watching revenue growth to assess the company's ability to capture market demand.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating TE Connectivity's ability to leverage new technologies in its manufacturing processes, which could lead to better-than-expected margins.

Supporting Evidence

The company has consistently beaten EPS estimates, indicating stronger operational efficiency than anticipated.

Options pricing suggests a significant move, which may reflect underlying market sentiment not captured in consensus estimates.

Key Risk

If revenue growth exceeds expectations significantly, it could challenge the current cautious outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether TE Connectivity can maintain its growth trajectory amid economic uncertainties.

Bull Confirmed If

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

Bear Confirmed If

An EPS below $2.60 would confirm the bear case, indicating potential issues with 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 about 9.3%, suggesting that traders expect volatility around the earnings announcement.

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 around 1.65% on the following day, confirming investor confidence.

In-Line / Cautious

If results are in line with expectations but management provides cautious commentary, the stock may see a muted reaction.

Miss

If the company misses earnings expectations, history suggests a potential decline of around 1.65%, reflecting investor disappointment.

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 new product lines or technological advancements.
2Details on supply chain management and cost control measures.
3Insights into customer demand trends in key sectors.
4Management's outlook on future revenue growth and market conditions.
5Any commentary on competitive pressures and how the company plans to address them.

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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 will help gauge its financial health this quarter.

N/A

Revenue Growth

Revenue growth is essential for understanding how well TE Connectivity is expanding its market share and meeting demand.

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

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, analysts expect TE Connectivity to continue its trend of beating earnings estimates, but there is caution due to recent stock performance.

Bull Case

If the company can deliver strong revenue growth and maintain or improve its gross margins, it may see a positive reaction from investors.

Bear Case

Conversely, if the company fails to meet revenue expectations or shows signs of margin compression, it could 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?

Given the company's strong track record of beating EPS estimates, this number will be crucial for investor sentiment.

How will revenue growth compare to previous quarters?

Investors will be closely watching revenue growth to assess the company's ability to capture market demand.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating TE Connectivity's ability to leverage new technologies in its manufacturing processes, which could lead to better-than-expected margins.

Supporting Evidence

The company has consistently beaten EPS estimates, indicating stronger operational efficiency than anticipated.

Options pricing suggests a significant move, which may reflect underlying market sentiment not captured in consensus estimates.

Key Risk

If revenue growth exceeds expectations significantly, it could challenge the current cautious outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether TE Connectivity can maintain its growth trajectory amid economic uncertainties.

Bull Confirmed If

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

Bear Confirmed If

An EPS below $2.60 would confirm the bear case, indicating potential issues with 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 about 9.3%, suggesting that traders expect volatility around the earnings announcement.

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 around 1.65% on the following day, confirming investor confidence.

In-Line / Cautious

If results are in line with expectations but management provides cautious commentary, the stock may see a muted reaction.

Miss

If the company misses earnings expectations, history suggests a potential decline of around 1.65%, reflecting investor disappointment.

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 new product lines or technological advancements.
2Details on supply chain management and cost control measures.
3Insights into customer demand trends in key sectors.
4Management's outlook on future revenue growth and market conditions.
5Any commentary on competitive pressures and how the company plans to address them.