TE Connectivity LtdRecord orders of $5.3 billion and strong demand in Industrial Solutions and Transportation segments.

TE Connectivity is scheduled to report its third-quarter fiscal 2026 results on July 22. The company expects adjusted earnings of approximately $2.83 per share, representing 17% year-over-year growth, while the Zacks Consensus Estimate stands at $2.85 per share, implying 25.55% growth from the year-ago quarter. Sales are projected at around $5 billion, indicating 10% reported growth and 9% organic growth, with the consensus estimate at $4.95 billion. The quarter is expected to have benefited from record orders of $5.3 billion in the prior quarter and a book-to-bill ratio of 1.12, along with strength in the Industrial Solutions segment driven by AI-related demand in digital data networks, energy, aerospace and defense, and factory automation. The Transportation segment is also poised to outperform, supported by content gains in commercial transportation and automotive despite a flattish global auto production environment. TE Connectivity has an Earnings ESP of +0.18% and a Zacks Rank #2, indicating a possible earnings beat.
TE Connectivity LtdRecord orders of $5.3 billion and strong demand in Industrial Solutions and Transportation segments.
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