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Stock impact report

TE Connectivity: Reset Is Real, But The Valuation Already Knows It [Seeking Alpha]

TE Connectivity Ltd. New Switzerland Registered Shares (TEL) 
Last te connectivity ltd. new switzerland registered shares earnings: 4/28 06:00 am Check Earnings Report
Company Research Source: Seeking Alpha
Q4 '25 results show robust revenue growth, margin consistency above 20%, and strong free cash flow, supporting a structurally improved business model. TEL trades at fair value, with current multiples reflecting its transition to more durable, higher-quality revenue streams and improved operating margins. Reaffirm hold rating as recent stock appreciation incorporates much of the company's transformation, leaving limited near-term upside despite solid fundamentals. Hiroshi Watanabe/DigitalVision via Getty Images Investment Thesis TE Connectivity's ( TEL Q4 '25 results confirmed virtually all the points that I had made in my previous thesis. The company is more diversified, stable, and being driven by secular demand (rather than by cyclical volumes) in increasing measure. The DDN This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within th Show less Read more
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