TE Connectivity reports Q4 2026 results

Item 2.02. Results of Operations and Financial Condition

On October 28, 2026, TE Connectivity plc (the "Company") issued a press release reporting the Company's fourth quarter and full year results for fiscal 2026.¹ A copy of the press release is furnished as Exhibit 99.1 to this report² and incorporated by reference in this Item 2.02.

Item 7.01. Regulation FD Disclosure

The Company will hold a conference call and webcast on October 28, 2026¹⁰ (see information in the press release attached hereto as Exhibit 99.1 under "Conference Call and Webcast"). A copy of the slide materials to be discussed at the conference call and webcast is being furnished pursuant to Regulation FD as Exhibit 99.2¹⁰ and is incorporated herein by reference, and the slide materials also can be accessed at the "Investors" section of the Company's website (www.te.com).

Item 9.01. Financial Statements and Exhibits

(d) Exhibits

Exhibit

No.

Description

99.1

Press release issued October 28, 2026

99.2

Presentation - TE Connectivity Q4 2026 Earnings Call (October 28, 2026)

104

Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Date: October 28, 2026

TE CONNECTIVITY PLC

By:

/s/ Heath A. Mitts

Heath A. Mitts

Executive Vice President and Chief Financial Officer

NEWS RELEASE

te.com

TE Connectivity delivers 12% sales increase and over 20% EPS growth in fiscal fourth quarter

Delivered strong full-year performance with sales growth of 15% and more than 20% EPS growth

Expects double digit sales growth in fiscal 2027

GALWAY, Ireland – Oct. 28, 2026 – TE Connectivity plc (NYSE: TEL) today reported results for the fiscal fourth quarter and fiscal year ended September 25, 2026.

Fourth Quarter Highlights

● Net sales were a record $5.3 billion, an increase of 12% on a reported basis and 13% organically year over year³, driven by strong growth in both the Industrial and Transportation segments.

● Orders of $6.1 billion, an increase of 29% year over year and 6% sequentially.⁴

● GAAP diluted earnings per share (EPS) from continuing operations was $3.10, up 39% year over year.^{5 5}Adjusted EPS was $3.14, an increase of 21% year over year.⁵

● GAAP Operating margin was 21% and adjusted operating margin was 22%, driven by strong operational performance across both segments.

● Cash flow from operating activities was $1.5 billion and free cash flow was $1.2 billion, with approximately $800 million returned to shareholders.

Full Year Highlights

● Company delivered full-year records for sales, orders, operating margin, EPS and cash generation.

● Net sales were $19.9 billion, up 15% on a reported basis and 12% organically⁶, with broad growth across the portfolio due to customer needs for increased data and power connectivity.

● Orders of $22.2 billion, up 27%⁶, supporting expected double-digit sales growth in fiscal 2027.

● GAAP operating margin was 20% and adjusted operating margin was 22%, driven by strong operational performance.

● GAAP EPS was $11.07, an increase of 80%, and adjusted EPS was $11.52, up 24%⁷

● Cash flow from operating activities was $4.5 billion and free cash flow was $3.4 billion.⁸

● Returned approximately $2.8 billion to shareholders and committed $1.6 billion for bolt-on acquisitions in the Industrial segment to broaden the optics and power filtering portfolios.

"Our teams delivered a strong fourth quarter to finish a year in which we set records in sales, earnings and cash generation," said CEO Terrence Curtin. "Our growth is supported by our strategic positioning of TE around accelerating data and power trends that are driving customer demand for connectivity innovations that are essential to next generation architectures. In our Industrial Solutions segment, which grew 26% in 2026, we continue to benefit from our customers' AI investments, which create opportunities extending from inside the rack in the data center to the networking edge all the way to the energy grid.

"Entering fiscal 2027, we expect that the strong momentum from 2026 will continue as we are well positioned to keep capitalizing on growth drivers and deliver value for our shareholders. With strong orders across our businesses, we expect first quarter sales to be up mid-teens and to deliver more than 20 percent EPS growth year over year. For the full fiscal year, we expect to deliver organic sales growth that is similar to our strong performance in fiscal 2026."

First Quarter FY27 Outlook

For the first quarter of fiscal 2027, the company expects sales of approximately $5.35 billion, up 15% on a reported and organic basis year over year.^{9 9}GAAP EPS from continuing operations is expected to be approximately $3.04, an increase of 20% year over year, with adjusted EPS of approximately $3.30, up 21% year over year.⁹

Information about TE Connectivity's use of non-GAAP financial measures is provided below. For reconciliations of these non-GAAP financial measures, see the attached tables.

Conference Call and Webcast

The company will hold a conference call for investors today beginning at 8:30 a.m. ET. The conference call may be accessed in the following ways:

● At TE Connectivity's website: investors.te.com

● By telephone: For both "listen-only" participants and those participants who wish to take part in the question-and-answer portion of the call, the dial-in number in the United States is (833) 461-5787 and for international callers, the dial-in number is (585) 542-9983; meeting ID: 968971220.

● A replay of the conference call will be available on TE Connectivity's investor website at investors.te.com at 11:30 a.m. ET on October 28.

About TE Connectivity

TE Connectivity plc (NYSE: TEL) is a global industrial technology leader creating a safer, sustainable, productive, and connected future. As a trusted innovation partner, our broad range of connectivity and sensor solutions enable the distribution of power, signal and data to advance next-generation transportation, energy networks, automated factories, data centers enabling artificial intelligence, and more. Our more than 100,000 employees, including 10,000 engineers, work alongside customers in approximately 130 countries. In a world that is racing ahead, TE ensures that EVERY CONNECTION COUNTS. Learn more at www.te.com and on LinkedIn , Facebook , WeChat and Instagram .

Non-GAAP Financial Measures

We present non-GAAP performance and liquidity measures as we believe it is appropriate for investors to consider adjusted financial measures in addition to results in accordance with accounting principles generally accepted in the U.S. ("GAAP"). These non-GAAP financial measures provide supplemental info