TE Connectivity plc (TEL) Jefferies Global Industrials Conference 2026 September 10, 2026 2:50 PM EDT
Company Participants
Terrence Curtin – CEO & Executive Director
Conference Call Participants
Alexander Dwyer – Jefferies LLC, Research Division
Presentation
Alexander Dwyer
Jefferies LLC, Research Division
All right. Hi, everyone. I think we can get started here. My name is Alex Dwyer. I work with Jefferies. I’m an equity research associate covering machinery and multis, and I work with Steve Volkmann. Today, we’re joined by Terrence Curtin, the CEO of TE Connectivity. So — it’s a fireside chat format. We take audience questions. So if anyone has a question, don’t be afraid to raise your hand. With that, let’s get started. Terrence, thank you for coming.
Terrence Curtin
CEO & Executive Director
No. Thanks, Alex, and I appreciate everybody being here to learn more about TE Connectivity. So let’s get into it.
Question-and-Answer Session
Alexander Dwyer
Jefferies LLC, Research Division
Yes. I guess I’ll just start out with some Q&A. And so I mean, you’ve raised your AI sales guidance a couple of times this year, though the growth rate — the year-on-year growth rate has come down from 70% to that 33% range or something. And I know like the market — nothing has really changed in the market. I know you’re ramping a lot of capacity, and there’s been some program timing nuances. Can you just talk about how that kind of unfolds going forward over the next couple of quarters?
Terrence Curtin
CEO & Executive Director
Sure. So first off, thank you again. And just to frame where Alex was going, when we look at TE, it’s important to understand that we play at the intersection where you need data connectivity as well as power connectivity. And our biggest growth driver, both this year and last year really has