NYSE · Technology

TE CONNECTIVITY PLC TEL

TE Connectivity plc, together with its subsidiaries, manufactures and sells connectivity and sensor solutions in Europe, the Middle East, Africa, the Asia–Pacific, and the Americas. The company operates through two reportable segments, Transportation Solutions and Industrial Solutions.

Electronic Components

Company profile

Business mix

  • The company operates through two reportable segments, Transportation Solutions and Industrial Solutions.
  • It provides antennas, application tooling, cable assemblies, connectors, electromagnetic compatibility/electromagnetic interference solutions, energy and power, fiber optics, heat shrink tubing, identification and labeling, medical components.
  • The company also offers training and other services, including 3D printing for production, back shells prototyping, electrical installation training, HarnWare software, machine tooling service and repair, medical device design services.
  • It serves 5G and wireless equipment, aerospace, appliances, automation and control, automotive, autosport, commercial and industrial vehicles, connected home, data centers and artificial intelligence, defense and military, energy solutions.

Current key questions

  • Can demand for the company's products and platforms keep growing within electronic components?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 21.69 FCF 5.46% Buyback 2.47%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Oakmark / Harris Associates Bill Nygren 0.8% $588.6M 2026-03-31
Bridgewater Associates Ray Dalio 0.3% $70.3M 2026-03-31

Recent trading changes over the last 2 quarters

Net buyers 1 Last 2 13F filing periods
Net reducers 1 Last 2 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $20.1M Estimated from net added shares
Reduction amount $249.0M Estimated from net reduced shares
Net share change / base shares -25.8% -1,095,110 / 4,247,478
Bridgewater Associates Ray Dalio 2 filing periods
13F 2025-12-31 Filed 2026-02-13
Major increase Shares 83.8% 13F value change +$47.6M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -23.7% 13F value change -$30.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 239,872 Last 2 periods +96,302 (+40.1%) Total shares 336,174 Value $70.3M
Oakmark / Harris Associates Bill Nygren 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -19.4% 13F value change -$144.9M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -12.8% 13F value change -$146.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 4,007,606 Last 2 periods -1,191,412 (-29.7%) Total shares 2,816,194 Value $588.6M

Recent mentions

No public mentions.