TE Connectivity PLC (NYSE: TEL) is an electronic components company that designs and manufactures connectivity and sensor solutions used to distribute power, signal, and data across industrial, automotive, and commercial applications. Revenue comes from transactional product sales across two reported segments: Transportation Solutions and Industrial Solutions. The Transportation Solutions segment generated $9.4B in net sales in FY2025, with automotive comprising 75% ($7.1B), commercial transportation 15% ($1.4B), and sensors 10% ($911M). Industrial Solutions products serve digital data networks (approximately 13% of total net sales in FY2025), automation and connected living (approximately 12%), and aerospace, defense, and marine (approximately 9%). The company traces its connectivity business roots to 1941 and became an independent publicly traded company in 2007. It redomiciled from Switzerland to Ireland on September 30, 2024. Employees work in over 50 countries. Competitors include Amphenol, Hubbell, Carlisle Companies, Integer Holdings, Molex, Omron, JST, and Korea Electric Terminal.

Revenue model

Transactional product sales of connectors, terminals, sensors, relays, wire and cable, heat shrink tubing, and related components sold to manufacturers across automotive, industrial, and commercial end markets.

Products and services

Transportation Solutions segment: terminals and connector systems, sensors for automotive and commercial transportation applications. Industrial Solutions segment: terminals and connector systems, interventional medical components, heat shrink tubing, relays, wire and cable, and filters.

Customers and end markets

Automotive OEMs and suppliers (75% of Transportation Solutions net sales, $7.1B in FY2025); commercial transportation ($1.4B in FY2025); digital data networks including data centers and wireless infrastructure (approximately 13% of total net sales in FY2025); automation and connected living including factory automation and building systems (approximately 12% in FY2025); aerospace, defense, and marine (approximately 9% in FY2025).

Value-chain role

Component manufacturer and supplier sitting between raw material producers (copper, gold, silver, palladium, resins, and other metals) and OEM customers in automotive, industrial, and commercial markets. The company hedges certain commodity exposures using financial instruments.

Geographic exposure

Global operations with employees in over 50 countries representing approximately 150 nationalities. Transportation Solutions segment reported growth in the Asia-Pacific region in FY2024 for automotive, with declines in Americas and EMEA automotive markets. No explicit revenue percentage by region disclosed in the excerpts for FY2025.

Competitors

Amphenol, Hubbell, Carlisle Companies, Integer Holdings, Molex, Omron, JST, Korea Electric Terminal (KET)

Source: SEC 10-K, filed 2025-11-10

Industry: Wholesale-Electronic Parts & Equipment, NEC