Company facts
- Headquarters
- Galway
- Most recent report
- 10-K, filed Nov 9, 2026
- Incorporated
- N/A
- Filings on record
- 1,001+ filings
- On EDGAR
- CIK 1385157
- Fiscal year ends
- September
- Filer status
- Large accelerated filer
Financials 8 of 39
News 8 of 108
Prospectuses and Registrations 8 of 49
- 424B2 Prospectus supplement for an offering Jan 28, 2026
- FWP Free writing prospectus Jan 26, 2026
- 424B2 Prospectus supplement for an offering Jan 26, 2026
- 424B2 Prospectus supplement for an offering May 1, 2025
- 424B2 Prospectus supplement for an offering May 1, 2025
- FWP Free writing prospectus Apr 29, 2025
- FWP Free writing prospectus Apr 29, 2025
- 424B2 Prospectus supplement for an offering Apr 29, 2025
Proxies 8 of 31
- DEFA14A Extra proxy material Jan 15, 2026
- DEF 14A Proxy statement for a shareholder vote Jan 15, 2026
- DEFA14A Extra proxy material Jan 17, 2025
- DEF 14A Proxy statement for a shareholder vote Jan 17, 2025
- DEFA14A Extra proxy material May 16, 2024
- DEFM14A Apr 24, 2024
- DEFA14A Extra proxy material Jan 17, 2024
- DEF 14A Proxy statement for a shareholder vote Jan 17, 2024
Ownership 8 of 747
- 4 Insider reported a trade Sep 14, 2026
- 4 Insider reported a trade Sep 14, 2026
- 4 Insider reported a trade Jun 15, 2026
- 4 Insider reported a trade Jun 15, 2026
- 4 Insider reported a trade Jun 2, 2026
- 144 Notice of a proposed sale of restricted stock Jun 1, 2026
- 4 Insider reported a trade May 18, 2026
- 4 Insider reported a trade May 7, 2026
Other 8 of 27
- SD Conflict minerals disclosure May 29, 2026
- ARS Annual report sent to shareholders Jan 15, 2026
- SD Conflict minerals disclosure May 29, 2025
- CERT Exchange certified a listing May 7, 2025
- 8-A12B Registration of a security for exchange listing May 6, 2025
- CERT Exchange certified a listing Jan 31, 2025
- 8-A12B Registration of a security for exchange listing Jan 31, 2025
- ARS Annual report sent to shareholders Jan 17, 2025
What to read: FY2026 10-K
SECSift found 3 of 27 sections worth reading, with 4 positive, 13 notable, and 2 negative flags.
Business (Item 1)
Contains segment sales mix shift, backlog growth, environmental liability range, and sustainability targets.Notable- No single customer accounted for a significant amount of net sales in any of the last three fiscal years.
- Environmental remediation probable loss accrued at $27M; reasonably possible range $20M-$53M.
- Achieved >70% reduction in absolute GHG emissions (Scopes 1&2) from FY2020 to FY2026, and 80% renewable electricity.
Risk Factors (Item 1A)
Contains quantified company-specific risks: China 25% sales, auto 38%, no FX hedging.Notable- 55% of fiscal 2026 net sales in non-USD, and they choose not to hedge this exposure.
- OECD global minimum tax effective for TE in fiscal 2025, may increase cash taxes.
- Non-U.S. subsidiaries will stop being CFCs for U.S. tax purposes starting September 26, 2026.
- Historical price erosion of 1-2% per year pressures margins.
- Irish dividend withholding tax is 25%, affecting shareholder returns.
Management's Discussion (Item 7)
MD&A with detailed segment results, acquisitions, and liquidity updates.Positive- Net sales up 15.2% to $19,885M, organic growth 11.9% in fiscal 2026.
- Operating cash flow $4,525M in fiscal 2026, up from $4,139M in fiscal 2025.
- Digital data networks organic net sales up 43.5% in fiscal 2026 driven by AI applications.
- Board authorized $3.0B increase in share repurchase program; repurchases $1,892M in fiscal 2026.
Notable- Paid $2.98 per share in dividends in fiscal 2026; interim $0.78 approved for December 2026.
- Received $91M in IEEPA tariff refunds, $87M to be returned to customers, net $4M impact.
- Entered agreement to acquire Astrodyne for ~$1.4B cash, expected close by end of calendar 2026.
- New $3.0B five-year credit facility in February 2026, no borrowings at year end.
- Paid $14M to CBP to resolve trade compliance matter in fiscal 2026.
What changed: FY2026 vs. FY2025
About 8% of TEL's FY2026 10-K is new information. 67 paragraphs were added, 350 changed, and 114 removed. Below are the most important lines SECSift identified.
New
Changed
- Net sales rose to $19,885M from $17,262M, a 15.2% increase in fiscal 2026.
- Estimated combined market fell to $135B at fiscal 2026 year-end from $200B at fiscal 2025 year-end.
- Operating income increased to $3,991M from $3,211M, margin 20.1% vs 18.6% in fiscal 2026.
- Weighted-average exercise price of outstanding options under approved plans rose to $139.37 from $128.23.
- CISO tenure rose to over 10 years from over 9 years.
- Digital data networks sales rose to 16% of net sales in fiscal 2026 from 13% in fiscal 2025.
- GHG reduction achievement changed to >70% from >80%; water withdrawal reduction to ~20% from >25%; added waste diversion metric.
- Industrial Solutions facilities in EMEA fell to 17 from 18.
- Leased space rose to 12 million sq ft from 11 million sq ft.
- Moved the Guide to Ethical Conduct to 'Sustainability, Reporting and Policies' from 'About TE, Corporate Responsibility, Corporate Responsibility Disclosures, Ethics and Compliance' on the website.
- Replaced old credit agreement (April 2024) with new Five-Year Senior Credit Agreement dated February 13, 2026.
- Securities remaining available for future issuance fell to 19,449,341 from 21,069,449.
- Securities to be issued upon exercise fell to 5,251,003 from 5,841,275 as of fiscal year end 2026.
- Shareholders of record fell to 14,689 from 15,032.
- Supplemental Savings and Retirement Plan amended to January 1, 2026 from January 1, 2025.
- Total Industrial Solutions facilities fell to 65 from 66.
- Total Transportation Solutions facilities rose to 40 from 39.
- Total employees rose to 104,000 at fiscal 2026 year-end from 93,000 at fiscal 2025 year-end.
- Transportation Solutions facilities in EMEA rose to 21 from 20.
Removed
- Removed 2024 commodity hedge data: net gain $55 million, notional $488 million, and sensitivity $54 million.
- Removed 2024 foreign currency sensitivity of $538 million.
- Dividends disclosure removed mention of change in incorporation and that shareholder approval no longer required.
- Heath A. Mitts, CFO, no longer has a Rule 10b5-1 trading plan in the current quarter.
- Removed Thirteenth Supplemental Indenture (Jan 28, 2016) and Nineteenth Supplemental Indenture (Feb 13, 2023).
- Removed the Richards Manufacturing acquisition disclosure; it previously represented 8% of assets and 1% of sales.
- Removed the TE Connectivity plc 2010 Stock and Incentive Plan (Amended and Restated as of September 30, 2024).
- Removed the aerospace, defense, and marine end market segment disclosure (was 9% in fiscal 2025).
- The 'Appointment of Director' section for Kenneth Washington is no longer present.
- Form 10-K Summary (Item 16) 127
- Management's Discussion (Item 7) 87
- Business (Item 1) 39
- Risk Factors (Item 1A) 34
- Exhibits (Item 15) 13
- Market for the Stock (Item 5) 6
- Financial Statements (Item 8) 5
- Controls and Procedures (Item 9A) 4
- Market Risk (Item 7A) 3
- Other Information (Item 9B) 3
- Security Ownership (Item 12) 3
- Cybersecurity (Item 1C) 2
- Properties (Item 2) 2
- Directors and Officers (Item 10) 2
Everything here comes from TE Connectivity plc's own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Nov 9, 2026, from the 10-K for FY2026.