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TEL · Q3 FY2026
Archived report (Q3 FY2026). Latest deep dive →
The quarter in brief
Revenue grew 13.8% y/y to $5.16B, operating margin 19.0% vs 18.9%, net income $748M (+17.2% y/y).
Net income
$748M
up 17.2% y/y
Net sales
$5,160M
up 13.8% y/y
Operating income
$981M
up 14.5% y/y
Gross margin
$1,835M
up 14.7% y/y
All figures in $M.
| Line item | Amount and change |
|---|---|
| Net sales | $5,160 · +13.8% |
| Cost of sales | $3,325 · +13.3% |
| Gross margin | $1,835 · +14.7% · 35.6% margin |
| Selling, general, and administrative expenses | $532 · +8.4% |
| Research, development, and engineering expenses | $230 · +9.0% |
| Acquisition and integration costs | $9 · −66.7% |
| Restructuring and other charges, net | $83 · +493% |
| Operating income | $981 · +14.5% · 19.0% margin |
| Interest income | $21 · +23.5% |
| Interest expense | $31 · +10.7% |
| Income from continuing operations before income taxes | $971 · +14.8% |
| Income tax expense | $223 · +7.2% · 23.0% effective rate |
| Net income | $748 · +17.2% · $2.55/sh · 14.5% margin |
Verdict: revenue grew 13.8% y/y to $5.16B, operating margin 19.0% vs 18.9%, net income $748M (+17.2% y/y).
Free cash flow was $883 million for the quarter and $2.2 billion year to date.
Source and notation
Source: TE Connectivity press release, 8-K EX-99.1 of 07/22/2026 (SEC EDGAR). Every figure was matched against the income statement in the release and checked against SEC XBRL.
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Chart: “TEL Q3 FY2026: where the revenue went” by Who Reports Today, https://whoreportstoday.com/t/tel/q3-fy2026. Licensed under CC BY 4.0.
<figure> <a href="https://whoreportstoday.com/t/tel/q3-fy2026"><img src="https://whoreportstoday.com/t/tel/q3-fy2026/sankey.png" alt="TEL Q3 FY2026: where the revenue went" loading="lazy" style="max-width:100%;height:auto"></a> <figcaption>Source: <a href="https://whoreportstoday.com/t/tel/q3-fy2026">Who Reports Today</a>, licensed under <a href="https://creativecommons.org/licenses/by/4.0/">CC BY 4.0</a></figcaption> </figure>
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<a href="https://whoreportstoday.com/t/tel/q3-fy2026">TEL Q3 FY2026 earnings chart (Who Reports Today)</a>
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- Orders were a record $5.7 billion, an increase of 27% year over year.
- Gross margin was 35.6% vs 35.3% a year earlier.
- Operating income was $981M, a 19.0% margin vs 18.9% a year earlier.
- The effective tax rate was 23.0% vs 24.6% a year earlier.
- Diluted EPS was $2.55 vs $2.14 a year earlier.
What distorts the picture in this report and what to watch beyond the headlines.
TEL — an industrial technology company that makes connectors and sensors carrying power, signal and data in vehicles, factory equipment, energy networks, aircraft and data centers.
It sells to equipment manufacturers through two segments: Transportation Solutions, serving automotive, commercial transportation and sensor markets, and Industrial Solutions, covering industrial equipment, aerospace and defense, energy, medical and data-center applications. · Source: annual report (Form 10-K, SEC)
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