Cover and table of contents

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Cover and table of contents

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 10-Q

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(Mark One)​
☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934
For the Quarterly Period Ended June 27, 2025
or
☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934

001-33260

(Commission File Number)

Graphic

TE CONNECTIVITY PLC

(Exact name of registrant as specified in its charter)

Ireland (Jurisdiction of Incorporation)98-1779916 (I.R.S. Employer Identification No.)+353 91 378 040 (Registrant’s telephone number)
Parkmore Business Park West**,** Parkmore**, Ballybrit,** Galway**,** H91VN2T**,** Ireland (Address and postal code of principal executive offices)

Securities registered pursuant to Section 12(b) of the Act:

Title of each classTrading symbolName of each exchange on which registered
Ordinary Shares, Par Value $0.01TELNew York Stock Exchange
2.50% Senior Notes due 2028*TEL/28New York Stock Exchange
0.00% Senior Notes due 2029*TEL/29New York Stock Exchange
3.25% Senior Notes due 2033*TEL/33New York Stock Exchange

*Issued by Tyco Electronics Group S.A., an indirect wholly-owned subsidiary of TE Connectivity plc

Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has been subject to such filing requirements for the past 90 days. Yes ☒ No ☐

Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required to submit such files). Yes ☒ No ☐

Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company, or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and “emerging growth company” in Rule 12b-2 of the Exchange Act.

Large accelerated filer ☒Accelerated filer ☐Non-accelerated filer ☐Smaller reporting company ☐Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act). Yes ☐ No ☒

The number of ordinary shares outstanding as of July 18, 2025 was 295,481,491.

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TE CONNECTIVITY PLC

INDEX TO FORM 10-Q

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Part I.​Financial Information​​
Item 1.​Financial Statements​1
​​Condensed Consolidated Statements of Operations for the Quarters and Nine Months Ended June 27, 2025 and June 28, 2024 (unaudited)​1
​​Condensed Consolidated Statements of Comprehensive Income for the Quarters and Nine Months Ended June 27, 2025 and June 28, 2024 (unaudited)​2
​​Condensed Consolidated Balance Sheets as of June 27, 2025 and September 27, 2024 (unaudited)​3
​​Condensed Consolidated Statements of Shareholders’ Equity for the Quarters and Nine Months Ended June 27, 2025 and June 28, 2024 (unaudited)​4
​​Condensed Consolidated Statements of Cash Flows for the Nine Months Ended June 27, 2025 and June 28, 2024 (unaudited)​6
​​Notes to Condensed Consolidated Financial Statements (unaudited)​7
Item 2.​Management’s Discussion and Analysis of Financial Condition and Results of Operations​26
Item 3.​Quantitative and Qualitative Disclosures About Market Risk​41
Item 4.​Controls and Procedures​42
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Part II.​Other Information​​
Item 1.​Legal Proceedings​43
Item 1A.​Risk Factors​43
Item 2.​Unregistered Sales of Equity Securities and Use of Proceeds​44
Item 5.​Other Information​44
Item 6.​Exhibits​45
Signatures​​​46

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PART I. FINANCIAL INFORMATION

Next: Item 1. FINANCIAL STATEMENTS