TE Connectivity presented in its investor day materials that 2025 sales were $17B+, adjusted operating margin was ~21%, adjusted EPS was $9.27, and free cash flow conversion of adjusted net income was ~115%.

8-KRegulation FD DisclosureFiled Nov 20, 2025Period of report Nov 20, 2025Summary published (UTC) Oct 12, 2026

Key points

AI summary

TE Connectivity presented in its investor day materials that 2025 sales were $17B+, adjusted operating margin was ~21%, adjusted EPS was $9.27, and free cash flow conversion of adjusted net income was ~115%.
The company presented as its forward business model 6-8% revenue growth through the cycle, 30%+ incremental margins, double-digit adjusted EPS growth, and 100%+ free cash flow conversion of adjusted net income.
The company presented FY25 sales of $7.9B for Industrial Solutions and $9.4B for Transportation Solutions, with adjusted operating margins of ~21% for both segments.
The company presented its forward capital strategy as allocating approximately 1/3 to dividends and approximately 2/3 to M&A and share repurchases, with M&A primarily consisting of bolt-on acquisitions in the Industrial segment.

Summary

AI-written

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the opening part of the filing body and confirmed exhibits, within a length limit. This is not a review of other exhibits, investor presentations or the full earnings call.

2025 Results: Sales $17B+, Adjusted EPS $9.27

TE Connectivity presented in its investor day materials that 2025 sales were $17B+, adjusted operating margin was ~21%, adjusted EPS was $9.27, and free cash flow conversion of adjusted net income was ~115%.

Source · Based on the filing body and exhibits

Forward Business Model: 6-8% Growth, 30%+ Incremental Margins

The company presented as its forward business model 6-8% revenue growth through the cycle, 30%+ incremental margins, double-digit adjusted EPS growth, and 100%+ free cash flow conversion of adjusted net income.

Source · Based on the filing body and exhibits

Segment Sales for FY25: Industrial $7.9B, Transportation $9.4B

The company presented FY25 sales of $7.9B for Industrial Solutions and $9.4B for Transportation Solutions, with adjusted operating margins of ~21% for both segments.

Source · Based on the filing body and exhibits

Capital Strategy: Approximately 1/3 to Dividends, Approximately 2/3 to M&A and Share Repurchases

The company presented its forward capital strategy as allocating approximately 1/3 to dividends and approximately 2/3 to M&A and share repurchases, with M&A primarily consisting of bolt-on acquisitions in the Industrial segment.

Source · Based on the filing body and exhibits

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.

View the original filing on SEC EDGAR ↗

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