• In late 2025, TE Connectivity announced the completed acquisition of Richards Manufacturing Co., expanding its portfolio of connectivity and energy infrastructure products and broadening its customer reach.

• This move, combined with recently reported quarterly earnings that exceeded analyst expectations, highlights management’s continued use of acquisitions to deepen exposure to high‑margin industrial and grid-focused applications.

• Next, we’ll examine how the Richards Manufacturing acquisition shapes TE Connectivity’s investment narrative around growth, margins, and capital deployment.

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To own TE Connectivity, you need to believe in the long term growth of high performance connectors across AI data centers, electrified vehicles, and energy infrastructure. The Richards Manufacturing acquisition reinforces the near term catalyst around higher margin grid and industrial demand, but does not materially change the biggest risk right now: that heavy exposure to AI, energy, and Asian transportation could amplify revenue volatility if those pockets slow.

Among recent announcements, the October quarter’s better than expected earnings are most relevant here, as they show TE converting demand in industrial and energy markets into higher profits while continuing to invest in acquisitions like Richards. For investors, that combination ties the stock’s story closely to successful integration of new assets and the company’s ability to keep expanding margins despite ongoing restructuring and supply chain cost pressures.

Yet behind the upbeat growth story, investors should be aware that TE’s dependence on a few fast growing end markets could…

Read the full narrative on TE Connectivity (it’s free!)

TE Connectivity’s narrative projects $20.3 billion revenue and $3.1 billion earnings by 2028. This requires 7.0% yearly revenue growth and a roughly $1.6 billion earnings increase from $1.5 billion today.

Uncover how TE Connectivity’s forecasts yield a $270.47 fair value, a 15% upside to its current price.

Two fair value estimates from the Simply Wall St Community span roughly US$188 to US$270 per share, underscoring how far apart individual views can be. When you weigh those against TE’s rising exposure to AI driven data center demand and grid focused acquisitions, it becomes even more important to compare several independent opinions before deciding how this growth and margin story might play out.