TE Connectivity plc
TELQ1 2026Estimated8% AI
AI Revenue %
8%
AI Fair Value
$2.9B
AI Revenue (Q)
$306.9M
Total Revenue (Q)
$3.8B
Source: SEC EDGAR SEC Filing Filing
Browse SEC Filing filings on SEC.govAnalysis
Q1 FY2026 total net sales = $4,669M, up 21.7% YoY. The filing is truncated and does not contain end-market breakdowns, but the segment structure remains two segments. Industrial Solutions operating income = data not available in truncated filing. Using the trend: DDN has been growing ~80-85% YoY. Q1 FY2025 DDN was $413M, so Q1 FY2026 DDN is likely ~$750-770M (consistent with the Q4 FY2025 run rate). Estimating ~55% AI share: ~$760M x 0.55 = $418M / $4,669M = 9.0%. Being conservative given the filing lacks specific DDN breakdowns, estimating 8%.
Analyzed by claude-opus-4-6
AI Products Identified (Ring 1)
High-speed data center connectors (800G/1.6T/3.2T)GPU-to-GPU interconnect connectorsAI server power connectorsThermal management solutionsOptical transceiver connectorsNext-gen switch connectors
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
Digital data networks sub-segment (est ~$760M)Total net sales $4,669M
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix