Computing Interconnects
TE Connectivity
A major global connector and sensor manufacturer supplying high-speed interconnect components used across AI data center and server infrastructure. TE Connectivity recorded 70% AI-driven growth in its Digital Data Networks segment and raised its fiscal 2026 AI revenue outlook by approximately $200 million (from roughly $300 million to over $800 million); second-quarter fiscal 2026 sales reached approximately $4.744 billion with net income of $855 million, with record orders of $5.1-5.3 billion (up 25-28% year-over-year).
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Additional Intelligence Signals
Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.
Earnings-call mentions
Mentions Eaton
“Orders in the third quarter increased by more than $1 billion year over year to $5.7 billion, reinforcing broad growth across the portfolio and increased momentum in AI in both the data center and across the broader energy infrastructure.”
SEC 8-K exhibit (0001104659-26-085589) · Jul 22, 2026
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
3 sources · 1 government/SEC filing · 84% avg. source confidence
- U.S. Securities and Exchange Commission (EDGAR) — TE Connectivity plc FY2025 Annual Report (Form 10-K), filed with the SEC95% source confidence
- TE Connectivity Q2 2026 earnings materials / Fintool — TE Connectivity raises FY2026 AI revenue outlook as Digital Data Networks orders climb 70%80% source confidence
- Yahoo Finance (TE Connectivity Q2 2026 earnings summary) — TE Connectivity posts Q2 2026 net income of $855M on record orders driven by AI data center demand78% source confidence
Latest Activity
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026
Dependency Map
What TE Connectivity depends on below, and who depends on TE Connectivity above — click any node to make it the new center, 2 levels deep.
Connection type
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The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.