TEL · Q1 FY26 · Sep 27 – Dec 26, 2025
TE Connectivity Q1 FY26: where the revenue came from and where it went
TE Connectivity Q1 FY26: revenue $4.7B (+22% year over year). Net profit $0.8B. Largest cohort Transportation Solutions $2.5B. The whole income statement as a sankey diagram from the SEC filing.
- Period
- Sep 27 – Dec 26, 2025
- Reported
- Jan 23, 2026
Tap the diagram to enlarge · figures in billions of dollars
Revenue$4.7B
+22% year over year
Gross profit$1.7B
37% margin
Operating profit$1B
21% margin
Net profit$0.8B
16% margin
The numbers
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 4.7 | 100% | +22% |
| Transportation Solutions | 2.5 | 53% | +10% |
| Industrial Solutions | 2.2 | 47% | +38% |
| Cost of revenue | −2.9 | 62% | |
| Gross profit | 1.7 | 37% margin | +2pp |
| SG&A | −0.6 | 12% | +0pp |
| Other | −0.2 | 5% | +0pp |
| Operating profit | 1 | 21% margin | +3pp |
| Tax | −0.2 | ||
| Net profit | 0.8 | 16% | +2pp |
Older quarters
-
Q3 FY26 6/2026Revenue $5.2B Net margin 14%
-
Q2 FY26 3/2026Revenue $4.7B Net margin 18%
-
Q4 FY25 9/2025Revenue $4.7B Net margin 14%
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