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Orders by Segment
Tracks incoming orders across various segments, providing insight into demand trends and potential future revenue streams.Industrial has become the clear growth engine—orders accelerate materially since late‑2024, reflecting DDN/AI and energy demand and aligning with management’s record orders and backlog; TE is doubling down via bolt‑on power M&A to capture that momentum. Transportation remains steady but lags, leaving exposure to auto cycle weakness (notably China). The abrupt removal of Communications orders from disclosure suggests a reclassification/divestiture that concentrates TE’s near‑term upside — and risk — in Industrial/DDN demand.
Date | Transportation | Industrial | Communications |
|---|---|---|---|
Sep 30, 2026 | $2.73B | $3.32B | $0.00 |
Jun 30, 2026 | $2.76B | $2.93B | $0.00 |
Mar 31, 2026 | $2.62B | $2.70B | $0.00 |
Dec 31, 2025 | $2.39B | $2.73B | $0.00 |
Sep 30, 2025 | $2.43B | $2.25B | $0.00 |
Jun 30, 2025 | $2.32B | $2.16B | $0.00 |
Mar 31, 2025 | $2.31B | $1.93B | $0.00 |
Dec 31, 2024 | $2.15B | $1.86B | $0.00 |
Sep 30, 2024 | $2.21B | $1.05B | $580.00M |
Jun 30, 2024 | $2.19B | $1.14B | $799.00M |