Te Connectivity Plc TEL

Revenue Intelligence Report • 53 quarters of SEC filing data • Updated 2026-03-06

Te Connectivity Plc's revenue is primarily driven by its operational efficiency, with a notable sensitivity to changes in selling, general, and administrative expenses, where a 1% increase can lead to a 0.28% decline in revenue. Despite a recent quarterly revenue of $4.67 billion, the company's forecast for the fiscal year indicates a potential decline of 3.8% year-over-year, bringing expected revenue to $17 billion. The model's accuracy, with a 4.4% MAPE, highlights the challenges in predicting performance, as demonstrated by a 10.1% variance in the holdout test. Investors should consider the company's cost management strategies and revenue elasticity when evaluating the return on investment for its spending initiatives.

Next FY Revenue

$16.53B

-3.8% YoY

SG&A Elasticity

-0.28x

Model Accuracy

4.4% MAPE

Holdout validation: The model predicted $4B vs the actual $5B — an error of 10.1%.

⚠ Model limitation: This company shows negative spending multipliers, meaning increases in spending have not directly translated into revenue growth. This typically occurs with commodity-driven companies or hypergrowth companies.

Note: Te Connectivity Plc does not report R&D expenses separately. This analysis uses SG&A spending only.

Revenue Forecast

Quarterly Detail

Quarter	Model Forecast	Actual	95% Range	YoY Growth	Status
Q3 2025	$4B	$5B	$4B – $5B	+5.5%	✓ In range
Q4 2025	$4B		$3B – $5B	+8.0%
Q1 2026	$4B		$3B – $5B	+0.6%
Q2 2026	$4B		$3B – $5B	-9.1%
Q3 2026	$4B		$3B – $5B	-12.2%

How Spending Drives Revenue

Reading this chart: Each line shows the cumulative elasticity — how a 1% increase in spending translates to revenue growth over subsequent quarters. The effect builds over 4-5 quarters as investments compound.

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