TE Connectivity plc (TEL) Citi’s 2026 Global TMT Conference September 9, 2026 3:15 PM EDT
Company Participants
Terrence Curtin – CEO & Executive Director
Conference Call Participants
Asiya Merchant – Citigroup Inc., Research Division
Presentation
Asiya Merchant
Citigroup Inc., Research Division
All right. Good afternoon, everyone. Day 2, Citi’s Global TMT Conference. Asiya Merchant here. I lead tech hardware, tech supply chain research here at Citi. Really pleased to have Terrence Curtin with us. He is CEO of TE Connectivity.
There’s a lot of questions here. I’m going to kick it off. And please come in, there’s a bunch of seats in the front here. I’m going to kick it off. It’s a fireside. It’s interactive. I’m going to leave a few minutes here for folks to ask some questions. Please do raise your hand if you have interest in asking, and we will bring the mic to you. So welcome. Thank you, Terrence.
Question-and-Answer Session
Asiya Merchant
Citigroup Inc., Research Division
All right. Let’s just start with maybe just the most recent reported quarter. I know September is going to be ending here very shortly, too. But you guys just had a very, very strong fiscal 3Q. Sales were up 14%, 12% organically year-on-year. You had record orders. Your EPS is growing much faster. Your margins are expanding. So — and you are across a broad variety of end markets. It’s not just AI, it’s not just DDN, but there’s a whole bunch of end markets that you are. As you think today and as with the quarter that’s just been reported relative to kind of your through-cycle framework that you shared, 6% to 8%, where are some of the demand drivers that are sustainable as you kind of think about that demand?
Terrence Curtin
CEO & Executive Director
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