We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
TE Connectivity plc
Information Technology · Electronic Components
Structural: TE sits in the picks-and-shovels layer of two compounding cycles - vehicle electrification (more connectors per car, higher-voltage interconnects) and AI compute (high-speed backplane + DAC/AEC cable assemblies inside $NVDA / $AMD accelerator trays, plus optical interconnect content at the rack level).
Communications Solutions revenue inflected on the GB200 / MI300X cycle; AI/datacenter is now a stated double-digit growth pillar inside a mid-single-digit company.
(1) AI server interconnect content scales with bandwidth (224G PAM4 → 448G), connectors get more expensive per port; (2) EV connector dollar-content per vehicle is structurally higher than ICE, and TE is a top-3 share holder; (3) industrial automation + factory electrification tailwind from re-shoring capex; (4) ~$2-3B annual buyback + dividend, low-teens FCF yield at depressed multiples vs $APH; (5) GICS electronic components reratings tend to lag $APH by 6-12 months.
(1) Transportation Solutions = ~50% of revenue, exposed to global auto SAAR + China EV pricing war; (2) AI server connector $TAM is real but $APH owns the marquee design wins, TE often quoted as the #2 supplier; (3) industrial segment soft into 2026; (4) FX headwind on euro-denominated cost base; (5) re-rating already partly priced - multiple sits above 5y average.
Each weekday: the scan's ENTER setups with entry, stop and target, every new ticker teardown, and the bubble shifts that move names like this one. Free. Education, not advice.
No spam. One email per day max. Pro adds Telegram trade alerts and higher AI-assistant limits.
No major news in the last 7 days for TEL - only listicles and opinion pieces, which we filter out by default. See everything anyway.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.