TEL · Q2 FY26 · Dec 27, 2025 – Mar 27, 2026
TE Connectivity Q2 FY26: where the revenue came from and where it went
TE Connectivity Q2 FY26: revenue $4.7B (+15% year over year). Net profit $0.9B. Largest cohort Transportation Solutions $2.4B. The whole income statement as a sankey diagram from the SEC filing.
- Period
- Dec 27, 2025 – Mar 27, 2026
- Reported
- Apr 24, 2026
Tap the diagram to enlarge · figures in billions of dollars
Revenue$4.7B
+15% year over year
Gross profit$1.7B
37% margin
Operating profit$1B
20% margin
Net profit$0.9B
18% margin
The numbers
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 4.7 | 100% | +15% |
| Transportation Solutions | 2.4 | 51% | +5% |
| Industrial Solutions | 2.3 | 49% | +27% |
| Cost of revenue | −3 | 64% | |
| Gross profit | 1.7 | 37% margin | +2pp |
| SG&A | −0.5 | 11% | +0pp |
| Other | −0.3 | 5% | +0pp |
| Operating profit | 1 | 20% margin | +2pp |
| Tax | −0.1 | ||
| Net profit | 0.9 | 18% | +18pp |
Older quarters
-
Q3 FY26 6/2026Revenue $5.2B Net margin 14%
-
Q1 FY26 12/2025Revenue $4.7B Net margin 16%
-
Q4 FY25 9/2025Revenue $4.7B Net margin 14%
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