TE Connectivity (TEL) FY2025 10-K Annual Report
TE Connectivity (TEL) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Nov 10, 2025. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.
TE Connectivity FY2025 10-K Analysis
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
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
TE Connectivity FY2025 Key Financial MetricsXBRL
Revenue
$17.3B
▲ +8.9% YoY
Net Income
$1.8B
▼ -42.3% YoY
Gross Margin
35.2%
▲ +78bp YoY
Operating Margin
18.6%
▲ +96bp YoY
Net Margin
10.7%
▼ -948bp YoY
ROE
14.6%
▼ -1121bp YoY
Total Assets
$25.1B
▲ +9.7% YoY
EPS (Diluted)
$6.16
▼ -40.4% YoY
Operating Cash Flow
$4.1B
▲ +19.0% YoY
Source: XBRL data from TE Connectivity FY2025 10-K filing on SEC EDGAR. All figures in USD.
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