TEL at a glance
TE Connectivity (TEL, SEC CIK 1385157) filed its latest 10-K annual report on November 10, 2025, a 10-Q quarterly report on July 24, 2026, an 8-K current report on July 22, 2026 and Form 4 insider filings as recently as September 14, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended September 26, 2025 (FY2025), TE Connectivity (TEL) reported revenue of $17.3 billion (up 8.9% from FY2024) and net income of $1.8 billion. Diluted EPS was $6.16.
- As of June 30, 2026, 52 institutional investment managers tracked by SignalX reported holding TE Connectivity (TEL) shares worth $26.6 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Kroeger Shadrak W on June 1, 2026 of 9,400 shares at $215.00 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $17.3B
- +8.9% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 52 funds
- $26.6B · +3 vs prior quarter
- Latest 8-K
- Jul 22, 2026
- Item 2.02 · Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Sep 26, 2025
Management Discussion & Analysis
- Net sales $17,262M, up 8.9% YoY; organic growth 6.4%; Transportation Solutions down 1.0% (-$93M), Industrial Solutions up 23.7% (+$1,510M)
- Operating income $3,211M, operating margin 18.6% vs 17.6% in fiscal 2024
- Best performing segment Industrial Solutions: sales $7,874M (+23.7%), operating margin 17.7% vs 14.4%; worst Transportation Solutions: sales $9,388M (-1.0%), operating margin 19.4% vs 19.8%
- Operating cash flow $4,139M; dividends $2.72/share; acquired Richards Manufacturing for $2.3B in cash; restructuring charges $126M, expected $100M in fiscal 2026
- Fiscal 2026 Q1 guidance: net sales ~$4.5B vs $3.8B prior year; EPS ~$2.33; positive FX impact $113M sales, $0.02 EPS; monitoring inflation, tariffs, geopolitical risks
Risk Factors
- Regulatory risk from evolving ESG scrutiny and compliance with new environmental laws including climate change requirements and chemical usage rules
- Geopolitical threat from continuing military conflicts and evolving regulatory environment in China impacting operations and economic conditions
- Supply chain vulnerability from reliance on third-party suppliers and risks of natural disasters disrupting supplier facilities and manufacturing operations
- Competitive risk from pricing pressures and rapid technological changes affecting market acceptance of product innovations in automotive sector
- Financial risk related to debt instrument limitations constraining operational flexibility and increasing leverage exposure
Business Overview
- Core business model: Global industrial technology leader in connectivity and sensor solutions for power, signal, and data distribution across transportation and industrial markets
- New focus on fiscal 2025 segment reorganization consolidating into two reportable segments: Transportation Solutions and Industrial Solutions
- Strategic shift: Jurisdiction change from Switzerland to Ireland effective fiscal 2025 with no material operational impact reported
- Notable quantitative metric: Employee count rose to approximately 93,000 worldwide including 13,000 contractors as of fiscal 2025 year-end
- Most noteworthy fact: Acquisition of Richard Manufacturing Co. completed in fiscal 2025, and backlog increased to $6.19 billion from $6.04 billion in prior year
AI summary of the TEL 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 26, 2026
Management Discussion & Analysis
- Revenue $5.16B, up 13.8% YoY from $4.534B; organic growth 12.2%
- Gross margin 35.6% vs 35.3% YoY; operating margin 19.0% vs 18.9%
- Industrial Solutions strongest segment, revenue $2.58B, up 21.9%; digital data networks up 34.0% organically
- Medical weakest product line, revenue down 7.2% organically; Transportation operating margin 17.2% vs 19.1%
- Operating cash flow $2.997B through nine months; $0.78 dividend and planned $1.4B Astrodyne acquisition
- Fourth-quarter outlook: revenue approximately $5.25B vs $4.75B; diluted EPS approximately $2.84, excluding Astrodyne results
Risk Factors
- No Risk Factors section provided in the submitted excerpt
- No new, changed, regulatory, operational, competitive, market, or financial risks identifiable from the text
AI summary of the TEL 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item EX-99.1: Item EX-99.1
- Fiscal Q3 sales $5.16B, up 14% reported and 12% organically, with Industrial Solutions growth accelerating to 21.0% organically
- Adjusted EPS $2.94, up 22%, while adjusted operating margin expanded 90 basis points to 21.9%
Item 2.02: Results of Operations and Financial Condition
- Fiscal Q3 2026 results announced on July 22, 2026
- Press release furnished as Exhibit 99.1 contains the earnings details and management commentary
Item 7.01: Regulation FD Disclosure
- Conference call and webcast scheduled for July 22, 2026
- Investor slide materials furnished under Regulation FD as Exhibit 99.2
Item 2.02: Results of Operations and Financial Condition
- Q2 fiscal 2026 earnings release furnished as Exhibit 99.1
- Results period: second quarter of fiscal 2026
Item 7.01: Regulation FD Disclosure
- Investor conference call and webcast scheduled for April 22, 2026
- Slide materials furnished under Regulation FD as Exhibit 99.2
Item EX-99.1: Item EX-99.1
- Q2 sales $4.74B, up 15% reported and 7% organically, confirming broad-based demand across Industrial and Transportation
- Adjusted EPS record $2.73, up 24%; adjusted margin 21.7% versus 20.4%, signaling strong operating leverage
Item 5.07: Submission of Matters to a Vote of Security Holders
- All 13 director nominees elected at Mar 11 AGM; 90.59% of 293.5M shares voted, constituting quorum
- Weakest support: Talwalkar (91.86% for) and Mitts (93.87% for), signaling modest but notable shareholder dissent
AI summaries of TEL 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for TEL
Don't miss the next TEL filing
- Alerts as it files. A push when TEL files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut TEL, by share count.
- Ask anything. An AI agent that reads every TEL filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| SAGAR MALAVIKA | A | Sep 11, 2026 | 3.853 | - |
| SHAFFER REUBEN M. | A | Sep 11, 2026 | 5.244 | - |
| SHAFFER REUBEN M. | A | Jun 12, 2026 | 5.264 | - |
| SAGAR MALAVIKA | A | Jun 12, 2026 | 3.868 | - |
| Kroeger Shadrak W | M | Jun 1, 2026 | 9,400 | - |
| Kroeger Shadrak W | Sell | Jun 1, 2026 | 9,400 | $215.00 |
| Kroeger Shadrak W | M | Jun 1, 2026 | 9,400 | $93.63 |
| SAGAR MALAVIKA | M | May 15, 2026 | 1,043 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $15.8B | $17.3B |
| Gross Profit | - | $5.5B | $6.1B |
| Operating Income | - | $2.8B | $3.2B |
| Net Income | - | $3.2B | $1.8B |
| Gross Margin | - | 34.4% | 35.2% |
| Op. Margin | - | 17.6% | 18.6% |
| Net Margin | - | 20.2% | 10.7% |
| Balance Sheet | |||
| Total Assets | $21.7B | $22.9B | $25.1B |
| Equity | $11.6B | $12.4B | $12.6B |
| ROE | - | 25.8% | 14.6% |
| Per Share | |||
| EPS | - | $10.33 | $6.16 |
| Cash Flow | |||
| Operating CF | - | $3.5B | $4.1B |
| CapEx | - | $680.0M | $936.0M |
Source: XBRL data in TE Connectivity (TEL)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate TEL share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 52 | $26.63B |
| Q1 2026 | 49 | $27.72B |
| Q4 2025 | 46 | $29.52B |
| Q3 2025 | 48 | $28.80B |
| Q2 2025 | 44 | $21.72B |
| Q1 2025 | 42 | $12.81B |
| Q4 2024 | 36 | $10.51B |
| Q3 2024 | 29 | $5.87B |
- JPMorgan Chase & Co+1.50M (+67%)
- BlackRock+1.22M (+5%)
- State Street Corp+730.1K (+6%)
- Goldman Sachs Group+659.9K (+29%)
- AQR Capital Management+591.7K (+74%)
- Ameriprise Financial−2.40M (-27%)
- T. Rowe Price Group−1.30M (-14%)
- FMR LLC (Fidelity)−733.4K (-29%)
- BNY Mellon−582.9K (-16%)
- Bank of America Corp−359.9K (-6%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 346 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
TEL filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 10-Q | Jul 24, 2026 | Jun 26, 2026 | Analysis | |
| 8-K | Jul 22, 2026 | - | Analysis | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 2, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 7, 2026 | - | - | |
| SC 13G | Apr 28, 2026 | - | - | |
| SC 13G | Apr 28, 2026 | - | - | |
| 10-Q | Apr 24, 2026 | Mar 27, 2026 | Analysis | |
| 8-K | Apr 22, 2026 | - | Analysis | - |
| 4 | Apr 9, 2026 | - | - | - |
| 4 | Mar 16, 2026 | - | - | - |
| 4 | Mar 16, 2026 | - | - | - |
| 8-K | Mar 11, 2026 | - | Analysis | - |
| 4 | Mar 3, 2026 | - | - | - |
| 8-K | Feb 17, 2026 | - | - | |
| 4 | Feb 17, 2026 | - | - | |
| 4 | Feb 17, 2026 | - | - | |
| 4 | Feb 17, 2026 | - | - | |
| 4 | Feb 9, 2026 | - | - | |
| 8-K | Feb 9, 2026 | - | - | |
| 10-Q | Jan 23, 2026 | Dec 26, 2025 | Analysis |
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TEL SEC filings: frequently asked questions
Which institutions hold TEL stock?
As of June 30, 2026, the largest TE Connectivity (TEL) holders among the 13F filers tracked by SignalX were BlackRock ($5.5 billion), Vanguard Capital Management LLC ($3.8 billion), Vanguard Portfolio Management LLC ($3.4 billion), State Street Corp ($2.8 billion), T. Rowe Price Group ($1.5 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was TEL's revenue in fiscal year 2025?
For the fiscal year ended September 26, 2025 (FY2025), TE Connectivity (TEL) reported revenue of $17.3 billion (up 8.9% from FY2024) and net income of $1.8 billion. Diluted EPS was $6.16. The figures come from the XBRL data in the 10-K.
What are the main risks in TEL's latest 10-K?
In the 10-K filed November 10, 2025, TE Connectivity (TEL) flagged: Regulatory risk from evolving ESG scrutiny and compliance with new environmental laws including climate change requirements and chemical usage rules. Geopolitical threat from continuing military conflicts and evolving regulatory environment in China impacting operations and economic conditions. (AI summary of the Risk Factors section.)
What did TEL report in its latest 8-K?
TE Connectivity (TEL) filed an 8-K on July 22, 2026 reporting Item 2.02 (Results of Operations and Financial Condition) and Item 7.01 (Regulation FD Disclosure). Fiscal Q3 sales $5.16B, up 14% reported and 12% organically, with Industrial Solutions growth accelerating to 21.0% organically.
What are the latest TEL SEC filings?
TE Connectivity (TEL) filed its latest 10-K annual report on November 10, 2025, a 10-Q quarterly report on July 24, 2026, an 8-K current report on July 22, 2026 and a Form 4 insider filing on September 14, 2026.
What is TEL's SEC CIK number?
TE Connectivity (TEL)'s SEC Central Index Key (CIK) is 1385157. EDGAR lists every TEL filing under that number.
Ask anything about TEL
The research agent reads TEL's filings, financials, insider trades and 13F holders, then answers with sources.