TE Connectivity is expected to report consensus revenue of $5.01 billion and EPS of $2.84 for its third fiscal quarter, with the current stock price of $203.31 trading approximately 20% below the average analyst target of $255.75.
Investors are primarily focused on the company’s expansion into AI-driven data center infrastructure and high-speed connectivity components as a primary growth engine.
Recent performance has been bolstered by record order levels, which reached $5.3 billion in the preceding quarter, driven by secular demand in electrification and digital data networks. Management recently increased its fiscal 2026 AI-related revenue outlook by $200 million, reflecting strong execution in the Industrial Solutions segment despite broader macro headwinds in global automotive production.