TE Connectivity (TEL) 10-K Summary — Year Ended Sep 26, 2025
TE Connectivity plc filed its annual report describing a diversified industrial technology company serving transportation and industrial markets. The filing reported a year-over-year revenue increase and strong cash generation from operations.
Key takeaway
Year ended Sep 26, 2025 · FY2025 10-K
TE Connectivity plc filed its annual report describing a diversified industrial technology company serving transportation and industrial markets. The filing reported a year-over-year revenue increase and strong cash generation from operations.
Financial snapshot
Selected annual figures reported with the filing, shown separately from the narrative summary.
Annual revenue
$17.3B
Revenue reported for the fiscal year.
Operating income
$3.2B
Income from operations reported for the year.
Net income
$1.8B
Net income reported for the year.
Operating cash flow
$4.1B
Cash generated by operating activities.
Annual revenue trend
Reported annual revenue and its change from the preceding fiscal year.
| Period ended | Revenue | Year-over-year change |
|---|---|---|
| Sep 30, 2022 | $16.3B | +9.1% |
| Sep 29, 2023 | $16B | -1.5% |
| Sep 27, 2024 | $15.8B | -1.2% |
| Sep 26, 2025 | $17.3B | +8.9% |
Business overview
The company designs and manufactures connectivity and sensor solutions for various industries. Its segments include Transportation Solutions, Industrial Solutions, and Communications Solutions. The business serves customers in the automotive, industrial equipment, data communications, and aerospace markets.
Financial performance
Revenue increased compared to the prior year, while operating income and net income reflected the period's results. Operating cash flow remained robust, supporting the company's financial flexibility.
Material risks
The filing identifies risks from changes in tariff and trade policies, which the company is mitigating through pricing actions and sourcing adjustments. Ongoing military conflicts and geopolitical tensions in certain regions are monitored but did not materially affect results during the reported period.
Liquidity and capital
The company actively monitors tariff and trade policy developments and uses pricing and sourcing changes to mitigate tariff impacts. An acquisition was completed during the period, funded through available capital resources.
What to watch
Monitor how the company's pricing actions and sourcing changes continue to offset the effects of enacted tariffs on future financial results.