TE Connectivity (TEL) Q3 2026: EPS Beats, AI Orders Surge 70%
As seen on the 24/7 Wall St. homepage on July 22, 2026.
TE Connectivity crushed expectations with AI-driven Digital Data Networks orders up 70% year-to-date, posting $2.94 EPS and $5.16B revenue as it locks in a $1.4B acquisition to expand power management reach.
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TE Connectivity reported Q3 2026 earnings per share of $2.94, beating the $2.84 consensus estimate by roughly 3.3%. Revenue came in at $5.16 billion, also clearing expectations of about $5.01 billion by just over 3%. The results continue a streak of consistent beats that stretches back to at least Q4 2024, with EPS climbing from $1.95 that quarter to $2.94 now — a run that reflects both stronger demand and expanding margins.
The standout detail in the quarter was the Digital Data Networks segment, where orders tied to AI infrastructure are up 70% year-to-date. That figure signals that TE Connectivity is capturing a meaningful slice of the buildout in data center connectivity, an area where demand for high-speed, high-density connectors has accelerated sharply. The company's components sit deep in the hardware stack that powers large-scale AI computing, giving it durable exposure to the trend.
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Alongside the earnings release, TE Connectivity announced a $1.4 billion acquisition aimed at expanding its power management capabilities. Power delivery is an increasingly critical constraint in AI data centers, and the deal positions the company to address that bottleneck directly. Investors will be watching how quickly the acquisition is integrated and whether the AI-driven order momentum in Digital Data Networks carries into Q4 2026.
Mentioned: TEL