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Net Sales by Segment
Shows revenue generated from each business segment, indicating which parts of the company are growing and contributing most to overall sales.Since late‑2024, Industrial has become the dominant growth engine—driven by AI/DDN and energy demand and boosted by bolt‑on M&A—while the Communications line disappears from reported sales (likely reclassification/divestiture), concentrating TE’s revenue mix. Transportation shows steady content gains but lags Industrial and remains exposed to auto/cyclicality, especially China. Management’s record orders, backlog and strong free‑cash generation validate near‑term momentum, but investors should watch DDN concentration and timing of optical/FAU upside as primary risks to sustaining high growth and margin expansion.
Date | Transportation | Industrial | Communications |
|---|---|---|---|
Jun 30, 2026 | $2.58B | $2.58B | $0.00 |
Mar 31, 2026 | $2.42B | $2.32B | $0.00 |
Dec 26, 2025 | $2.47B | $2.20B | $0.00 |
Sep 26, 2025 | $2.41B | $2.34B | $0.00 |
Jun 28, 2025 | $2.42B | $2.12B | $0.00 |
Mar 28, 2025 | $2.31B | $1.83B | $0.00 |
Dec 27, 2024 | $2.24B | $1.59B | $0.00 |
Sep 27, 2024 | $2.31B | $1.18B | $577.00M |
Jun 28, 2024 | $2.33B | $1.13B | $516.00M |
Mar 29, 2024 | $2.38B | $1.14B | $440.00M |