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Mar 28, 2025
TAL Education Q4 2025 Earnings Report
TE Connectivity reported strong results with sales and adjusted EPS above guidance for Q2 FY25.
Key Takeaways
The company delivered robust performance driven by Industrial segment strength and strong operational execution, achieving record adjusted EPS despite a GAAP tax charge.
Net sales reached $4.1 billion, growing 4% YoY on a reported basis.
Adjusted EPS of $2.10 marked a company record.
Net income was significantly impacted by a one-time non-cash tax charge.
Industrial segment posted 17% sales growth with expanded margins.
Forward Guidance
TE Connectivity expects continued momentum in Q3 FY25 supported by the Richards acquisition and robust industrial demand.
Positive Outlook
- Expected Q3 net sales of approximately $4.30 billion.
- GAAP EPS forecasted at $2.02, up nearly 9% YoY.
- Adjusted EPS projected at $2.06, up 8% YoY.
- Continued strength in Industrial segment including AI and aerospace demand.
- Benefits from Richards Manufacturing acquisition factored into guidance.
Challenges Ahead
- Tax rate headwinds expected to reduce EPS by $0.04 YoY.
- Sequential EPS impact from tax rate changes estimated at $0.06.
- Currency fluctuations may affect reported sales.
- Ongoing macroeconomic uncertainty may impact demand.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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