TE Connectivity plc (Form: 8-K, Received: 10/29/2025 06:11:19)

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): October 29, 2025

TE CONNECTIVITY PLC

(Exact name of registrant as specified in its charter)


Ireland		98-1779916
(Jurisdiction of Incorporation)		(IRS Employer Identification Number)

001-33260

(Commission File Number)

Parkmore Business Park West

Parkmore, Ballybrit

Galway, H91VN2T, Ireland

(Address of Principal Executive Offices, including Zip Code)

+353 91 378 040

(Registrant’s telephone number, including Area Code)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

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


Title of each class		Trading symbol	Name of each exchange on which registered
Ordinary Shares, Par Value $0.01		TEL	New York Stock Exchange
2.50% Senior Notes due 2028*	TEL/28		New York Stock Exchange
0.00% Senior Notes due 2029*		TEL/29	New York Stock Exchange
3.25% Senior Notes due 2033*		TEL/33	New 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 is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

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. ☐

Item 2.02. Results of Operations and Financial Condition

Earnings Release and Conference Call

On October 29, 2025, TE Connectivity plc (the “Company,” which may be referred to as “we,” “us,” or “our”) issued a press release reporting the Company’s fourth quarter and full year results for fiscal 2025. A copy of the press release is furnished as Exhibit 99.1 to this report and incorporated by reference in this Item 2.02.

Recast Segment Results and Non-GAAP Reconciliations

The recast segment results and non-GAAP reconciliations disclosed in Item 7.01 of this Current Report on Form 8-K, including Exhibits 99.3 and 99.4 furnished with this report, are incorporated by reference in this Item 2.02.

Item 7.01. Regulation FD Disclosure

Earnings Release and Conference Call

The Company will hold a conference call and webcast on October 29, 2025 (see information in the press release attached hereto as Exhibit 99.1 under “Conference Call and Webcast”). A copy of the slide materials to be discussed at the conference call and webcast is being furnished pursuant to Regulation FD as Exhibit 99.2 and is incorporated herein by reference, and the slide materials also can be accessed at the “Investors” section of the Company’s website (www.te.com).

Recast Segment Results and Non-GAAP Reconciliations

Effective for the first quarter of fiscal 2026, the Company began excluding amortization expense on intangible assets and, if applicable, the related tax effects from its calculation of Adjusted Operating Income, Adjusted Operating Margin, Adjusted Income Tax (Expense) Benefit, Adjusted Effective Tax Rate, Adjusted Income from Continuing Operations, and Adjusted Earnings Per Share (“EPS”).

Management believes that the updated calculations of these non-GAAP financial measures are more meaningful to both management and investors in their analysis of the Company’s results of operations. The exclusion of amortization expense on intangible assets will facilitate more comparable operating results of the Company over time, in between periods when the Company is more or less acquisitive, and allows for improved comparison with both acquisitive and non-acquisitive peer companies. While amortization of acquisition-related intangible assets is excluded from the calculation of certain non-GAAP financial measures, the revenues from acquired companies is reflected in these measures, as applicable, and the associated intangible assets contribute to revenue generation.

The Company's Adjusted EPS outlook for the first quarter of fiscal 2026 presented in Exhibits 99.1 and 99.2 excludes amortization expense on intangible assets and the related tax effects.

The Company has recast prior period segment results and non-GAAP reconciliations to reflect this change in its calculation of certain non-GAAP financial measures. This recast financial information is being provided to aid in comparability and has no impact on previously reported consolidated financial statements prepared in accordance with accounting principles generally accepted in the United States (“GAAP”) for any period.

Financial Information

The unaudited financial information furnished with this report and incorporated by reference includes the segment results of the Company for the fiscal quarters ended September 26, 2025, June 27, 2025, March 28, 2025, December 27, 2024, September 27, 2024, June 28, 2024, March 29, 2024, and December 29, 2023 and for the fiscal years ended September 26, 2025 and September 27, 2024, along with the reconciliations of non-GAAP financial measures to GAAP financial measures of the Company for the same periods. The recast segment results and non-GAAP reconciliations contained in Exhibits 99.3 and 99.4 have not been audited and do not represent a restatement of previously issued GAAP financial statements.

Non-GAAP Financial Measures Effective for Fiscal 2026

We present non-GAAP performance and liquidity measures as we believe it is appropriate for investors to consider adjusted financial measures in addition to results in accordance with GAAP. These non-GAAP financial measures provide supplemental information and should not be considered replacements for results in accordance with GAAP. Management uses non-GAAP financial measures internally for planning and forecasting purposes and in its decision-making processes related to the operations of our company. We believe these measures provide meaningful information to us and investors because they enhance the understanding of our operating performance, ability to generate cash, and the trends of our business. Additionally, we believe that investors benefit from having access to the same financial measures that management uses in evaluating our operations. The primary limitation of these measures is that they exclude the financial impact of items that would otherwise either increase or decrease our reported results. This limitation is best addressed by using these non-GAAP financial measures in combination with the most directly comparable GAAP financial measures in order to better understand the amounts, character, and impact of any increase or decrease in reported amounts. These non-GAAP financial measures may not be comparable to similarly-titled measures reported by other companies.

The following provides additional information regarding certain of our non-GAAP financial measures effective for fiscal 2026:

●

Adjusted Operating Income and Adjusted Operating Margin—represent operating income and operating margin, respectively, (the most comparable GAAP financial measures) before special items including restructuring and other charges, acquisition-related charges, amortization expense on intangible assets, impairment of goodwill, and other income or charges, if any. We utilize these adjusted measures in combination with operating income and operating margin to assess segment level operating performance and to provide insight to management in evaluating segment operating plan execution and market conditions. Adjusted Operating Income is a significant component in our incentive compensation plans.

●

Adjusted Income Tax (Expense) Benefit and Adjusted Effective Tax Rate—represent income tax (expense) benefit and effective tax rate, respectively, (the most comparable GAAP financial measures) after adjusting for the tax effect of special items including restructuring and other charges, acquisition-related charges, amortization expense on intangible assets, impairment of goodwill, other income or charges, and certain significant tax items, if any.

●

Adjusted Income from Continuing Operations—represents income from continuing operations (the most comparable GAAP financial measure) before special items including restructuring and other charges, acquisition-related charges, amortization expense on intangible assets, impairment of goodwill, other income or charges, and certain significant tax items, if any, and, if applicable, the related tax effects.

●

Adjusted Earnings Per Share—represents diluted earnings per share from continuing operations (the most comparable GAAP financial measure) before special items including restructuring and other charges, acquisition-related charges, amortization expense on intangible assets, impairment of goodwill, other income or charges, and certain significant tax items, if any, and, if applicable, the related tax effects. This measure is a significant component in our incentive compensation plans.

* * *

The information in Items 2.02, 7.01, and 9.01, including Exhibits 99.1, 99.2, 99.3, and 99.4, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934 (the “Exchange Act”) or otherwise subject to the liabilities of that Section, nor shall it be deemed incorporated by reference into any filing under the Securities Act of 1933 or the Exchange Act.

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.


Date: October 29, 2025	TE CONNECTIVITY PLC

	By:	/s/ Heath A. Mitts Heath A. Mitts Executive Vice President and Chief Financial Officer

Exhibit 99.1

NEWS RELEASE

te.com

TE Connectivity delivers 17% sales growth in fiscal fourth quarter with results above guidance

Achieves full-year records in sales, operating margin and cash generation

GALWAY, Ireland – Oct. 29, 2025 – TE Connectivity plc (NYSE: TEL) today reported results for the fiscal fourth quarter and fiscal year ended September 26, 2025.

Fourth Quarter Highlights

●

Net sales were a record $4.75 billion, an increase of 17% on a reported basis year over year and 11% organically, driven by growth in both the Industrial and Transportation segments.

●

GAAP diluted earnings per share (EPS) from continuing operations was $2.23, up 148% year over year. Adjusted EPS was a record $2.44, an increase of 25% year over year.

●

Orders increased in both Segments to $4.7 billion, up 22% year over year and 5% sequentially.

●

GAAP Operating margin was 19% and adjusted operating margin was 20%, driven by strong operational performance across both segments.

●

Cash flow from operating activities was $1.4 billion and free cash flow was a record at $1.2 billion, with nearly $650 million returned to shareholders.

Full Year Highlights

●

Net sales were a record $17.3 billion, up 9% on a reported basis and 6% organically.

●

GAAP operating margin was 19% and adjusted operating margin was 20%, each a record, driven by strong operational performance.

●

GAAP EPS was $6.16 and adjusted EPS was a record $8.76.

●

Generated record cash flow for the full year, including:

o

Cash flow from operating activities of $4.1 billion.

o

Free cash flow of $3.2 billion.

●

Returned $2.2 billion to shareholders and deployed $2.6 billion for bolt-on acquisitions.

“Our teams executed at a high level against our business model to deliver strong results for the fourth quarter as well as the full year,” said CEO Terrence Curtin. “Our performance resulted in records on the top line, earnings and cash flow in 2025 and sets TE up well going into our new fiscal year. These results against an uneven macro environment demonstrate the strategic positioning of our portfolio and the investments we’ve made to broaden the business to benefit from long-term growth trends. Industrial segment sales increased 24% during the year, driven by innovations that serve AI and energy customers as demand continues to accelerate. Our Transportation segment performed well in a challenging end market, delivering content growth from increased data connectivity and growth of the electrified power train.

“We are well positioned to keep capitalizing on these and other key long-term growth trends. With strong order levels and our continued operational resilience, we expect sales and EPS in the first quarter of fiscal 2026 to each be up double digits year over year.”

First Quarter FY26 Outlook

For the first quarter of fiscal 2026, the company expects sales of approximately $4.5 billion, up 17% on a reported basis and 11% organically year over year. GAAP EPS from continuing operations is expected to be approximately $2.33, an increase of 33% year over year, with adjusted EPS of approximately $2.53, up 23% year over year.

Beginning in fiscal 2026, the company will exclude amortization expense on intangible assets and, if applicable, the related tax effects from its calculation of certain non-GAAP measures. The company's Adjusted EPS outlook for the first quarter of fiscal 2026 excludes amortization expense and the related tax effects. Recast financial information is provided in a Form 8-K filed with the SEC today.

Information about TE Connectivity's use of non-GAAP financial measures is provided below. For reconciliations of these non-GAAP financial measures, see the attached tables.

Conference Call and Webcast

The company will hold a conference call for investors today beginning at 8:30 a.m. ET. The conference call may be accessed in the following ways:

●

At TE Connectivity's website: investors.te.com

●

By telephone: For both "listen-only" participants and those participants who wish to take part in the question-and-answer portion of the call, the dial-in number in the United States is (800) 715-9871 and for international callers, the dial-in number is (646) 307-1963.

●

A replay of the conference call will be available on TE Connectivity’s investor website at investors.te.com at 11:30 a.m. ET on October 29.

About TE Connectivity

TE Connectivity plc (NYSE: TEL) is a global industrial technology leader creating a safer, sustainable, productive, and connected future. As a trusted innovation partner, our broad range of connectivity and sensor solutions enable the distribution of power, signal and data to advance next-generation transportation, energy networks, automated factories, data centers enabling artificial intelligence, and more. Our more than 90,000 employees, including 10,000 engineers, work alongside customers in approximately 130 countries. In a world that is racing ahead, TE ensures that EVERY CONNECTION COUNTS. Learn more at www.te.com and on LinkedIn, Facebook, WeChat and Instagram.

Non-GAAP Financial Measures

The following provides additional information regarding our non-GAAP financial measures:

•Organic Net Sales Growth (Decline) – represents net sales growth (decline) (the most comparable GAAP financial measure) excluding the impact of foreign currency exchange rates, and acquisitions and divestitures that occurred in the preceding twelve months, if any. Organic Net Sales Growth (Decline) is a

useful measure of our performance because it excludes items that are not completely under management’s control, such as the impact of changes in foreign currency exchange rates, and items that do not reflect the underlying growth of the company, such as acquisition and divestiture activity. This measure is a significant component in our incentive compensation plans.

•Adjusted Operating Income and Adjusted Operating Margin – represent operating income and operating margin, respectively, (the most comparable GAAP financial measures) before special items including restructuring and other charges, acquisition-related charges, impairment of goodwill, and other income or charges, if any. We utilize these adjusted measures in combination with operating income and operating margin to assess segment level operating performance and to provide insight to management in evaluating segment operating plan execution and market conditions. Adjusted Operating Income is a significant component in our incentive compensation plans.

•Adjusted Income Tax (Expense) Benefit and Adjusted Effective Tax Rate – represent income tax (expense) benefit and effective tax rate, respectively, (the most comparable GAAP financial measures) after adjusting for the tax effect of special items including restructuring and other charges, acquisition-related charges, impairment of goodwill, other income or charges, and certain significant tax items, if any.

•Adjusted Income from Continuing Operations – represents income from continuing operations (the most comparable GAAP financial measure) before special items including restructuring and other charges, acquisition-related charges, impairment of goodwill, other income or charges, and certain significant tax items, if any, and, if applicable, the related tax effects.

•Adjusted Earnings Per Share – represents diluted earnings per share from continuing operations (the most comparable GAAP financial measure) before special items including restructuring and other charges, acquisition-related charges, impairment of goodwill, other income or charges, and certain significant tax items, if any, and, if applicable, the related tax effects. This measure is a significant component in our incentive compensation plans.

•Free Cash Flow (FCF) – is a useful measure of our ability to generate cash. The difference between net cash provided by operating activities (the most comparable GAAP financial measure) and Free Cash Flow consists mainly of significant cash outflows and inflows that we believe are useful to identify. We believe Free Cash Flow provides useful information to investors as it provides insight into the primary cash flow metric used by management to monitor and evaluate cash flows generated from our operations. Free Cash Flow is defined as net cash provided by operating activities excluding voluntary pension contributions and the cash impact of special items, if any, minus net capital expenditures. Voluntary pension contributions are excluded from the GAAP financial measure because this activity is driven by economic financing decisions rather than operating activity. Certain special items, including cash paid (collected) pursuant to collateral requirements related to cross-currency swap contracts, are also excluded by management in evaluating Free Cash Flow. Net capital expenditures consist of capital expenditures less proceeds from the sale of property, plant, and equipment. These items are subtracted because they represent long-term commitments. In the calculation of Free Cash Flow, we subtract certain cash items that are ultimately within management’s and the Board of Directors’ discretion to direct and may imply that there is less or more cash available for our programs than the most comparable GAAP financial measure indicates. It should not be inferred that the entire Free Cash Flow amount is available for future discretionary expenditures, as our definition of Free Cash Flow does not consider certain

non-discretionary expenditures, such as debt payments. In addition, we may have other discretionary expenditures, such as discretionary dividends, share repurchases, and business acquisitions, that are not considered in the calculation of Free Cash Flow.

Forward-Looking Statements

This release contains certain "forward-looking statements" within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. These statements are based on management's current expectations and are subject to risks, uncertainty and changes in circumstances, which may cause actual results, performance, financial condition or achievements to differ materially from anticipated results, performance, financial condition or achievements. All statements contained herein that are not clearly historical in nature are forward-looking and the words "anticipate," "believe," "expect," "estimate," "plan," and similar expressions are generally intended to identify forward-looking statements. We have no intention and are under no obligation to update or alter (and expressly disclaim any such intention or obligation to do so) our forward-looking statements whether as a result of new information, future events or otherwise, except to the extent required by law. The forward-looking statements in this release include statements addressing our future financial condition and operating results. Examples of factors that could cause actual results to differ materially from those described in the forward-looking statements include, among others, the extent, severity and duration of business interruptions negatively affecting our business operations; business, economic, competitive and regulatory risks, such as conditions affecting demand for products in the automotive and other industries we serve; competition and pricing pressure; fluctuations in foreign currency exchange rates and commodity prices; natural disasters and political, economic and military instability in countries in which we operate, including continuing military conflict in certain parts of the world; developments in the credit markets; future goodwill impairment; compliance with current and future environmental and other laws and regulations; and the possible effects on us of changes in tax laws, tax treaties and other legislation. In addition, our change of incorporation from Switzerland to Ireland is subject to risks, such as the risk that the anticipated advantages might not materialize, as well as the risks that the price of our stock could decline and our position on stock exchanges and indices could change, and Irish corporate governance and regulatory schemes could prove different or more challenging than currently expected. More detailed information about these and other factors is set forth in TE Connectivity plc’s Annual Report on Form 10-K for the fiscal year ended Sept 27, 2024, as well as in our Quarterly Reports on Form 10-Q, Current Reports on Form 8-K and other reports filed by us with the U.S. Securities and Exchange Commission.

Contacts:

Media Relations:

Eric Mangan

TE Connectivity

908-783-6629

Eric.Mangan@te.com

Investor Relations:

Sujal Shah

TE Connectivity

610-893-9790

Sujal.Shah@te.com

# # #

TE CONNECTIVITY PLC

CONSOLIDATED STATEMENTS OF OPERATIONS (UNAUDITED)


	For the Quarters Ended				For the Years Ended
	September 26,		September 27,		September 26,		September 27,
	2025		2024		2025		2024

	(in millions, except per share data)
Net sales	$	4,749	$	4,068	$	17,262	$	15,845
Cost of sales		3,089		2,685		11,183		10,389
Gross margin		1,660		1,383		6,079		5,456
Selling, general, and administrative expenses		494		433		1,866		1,732
Research, development, and engineering expenses		227		195		829		741
Acquisition and integration costs		6		5		47		21
Restructuring and other charges, net		17		99		126		166
Operating income		916		651		3,211		2,796
Interest income		21		26		83		87
Interest expense		(29)		(15)		(77)		(70)
Other expense, net		(11)		(5)		(13)		(16)
Income from continuing operations before income taxes		897		657		3,204		2,797
Income tax (expense) benefit		(233)		(381)		(1,361)		397
Income from continuing operations		664		276		1,843		3,194
Loss from discontinued operations, net of income taxes		(1)		—		(1)		(1)
Net income	$	663	$	276	$	1,842	$	3,193

Basic earnings per share:
Income from continuing operations	$	2.25	$	0.91	$	6.21	$	10.40
Loss from discontinued operations		—		—		—		—
Net income		2.25		0.91		6.20		10.40

Diluted earnings per share:
Income from continuing operations	$	2.23	$	0.90	$	6.16	$	10.34
Loss from discontinued operations		—		—		—		—
Net income		2.22		0.90		6.16		10.33

Weighted-average number of shares outstanding:
Basic		295		303		297		307
Diluted		298		305		299		309

TE CONNECTIVITY PLC

CONSOLIDATED BALANCE SHEETS (UNAUDITED)


	September 26,		September 27,
	2025		2024

	(in millions, except share data)
Assets
Current assets:
Cash and cash equivalents	$	1,255	$	1,319
Accounts receivable, net of allowance for doubtful accounts of $44 and $32, respectively		3,403		3,055
Inventories		2,699		2,517
Prepaid expenses and other current assets		609		740
Total current assets		7,966		7,631
Property, plant, and equipment, net		4,312		3,903
Goodwill		7,126		5,801
Intangible assets, net		2,227		1,174
Deferred income taxes		2,507		3,497
Other assets		943		848
Total assets	$	25,081	$	22,854
Liabilities, redeemable noncontrolling interests, and shareholders' equity
Current liabilities:
Short-term debt	$	852	$	871
Accounts payable		2,021		1,728
Accrued and other current liabilities		2,247		2,147
Total current liabilities		5,120		4,746
Long-term debt		4,842		3,332
Long-term pension and postretirement liabilities		767		810
Deferred income taxes		198		199
Income taxes		414		411
Other liabilities		1,010		870
Total liabilities		12,351		10,368
Commitments and contingencies
Redeemable noncontrolling interests		145		131
Shareholders' equity:
Preferred shares, $1.00 par value, 2 shares authorized, none outstanding as of September 26, 2025		—		—
Ordinary class A shares, €1.00 par value, 25,000 shares authorized, none outstanding as of September 26, 2025		—		—
Ordinary shares, $0.01 par value, 1,500,000,000 shares authorized, 302,889,075 shares issued and common shares, CHF 0.57 par value, 316,574,781 shares authorized and issued, respectively		3		139
Accumulated earnings		13,932		14,533
Ordinary shares and common shares held in treasury, at cost, 8,330,931 and 16,656,681 shares, respectively		(1,356)		(2,322)
Accumulated other comprehensive income		6		5
Total shareholders' equity		12,585		12,355
Total liabilities, redeemable noncontrolling interests, and shareholders' equity	$	25,081	$	22,854

TE CONNECTIVITY PLC

CONSOLIDATED STATEMENTS OF CASH FLOWS (UNAUDITED)


	For the Quarters Ended				For the Years Ended
	September 26,		September 27,		September 26,		September 27,
	2025		2024		2025		2024

	(in millions)
Cash flows from operating activities:
Net income	$	663	$	276	$	1,842	$	3,193
Loss from discontinued operations, net of income taxes		1		—		1		1
Income from continuing operations		664		276		1,843		3,194
Adjustments to reconcile income from continuing operations to net cash provided by operating activities:
Depreciation and amortization		244		232		838		826
Deferred income taxes		166		401		938		(789)
Non-cash lease cost		39		34		145		134
Provision for losses on accounts receivable and inventories		(4)		(13)		58		57
Share-based compensation expense		44		27		149		127
Other		20		18		80		71
Changes in assets and liabilities, net of the effects of acquisitions and divestitures:
Accounts receivable, net		50		(216)		(341)		(134)
Inventories		139		97		(160)		(30)
Prepaid expenses and other current assets		60		13		91		25
Accounts payable		(8)		60		290		159
Accrued and other current liabilities		41		159		(35)		(165)
Income taxes		(25)		(111)		147		(83)
Other		(9)		65		96		85
Net cash provided by operating activities		1,421		1,042		4,139		3,477
Cash flows from investing activities:
Capital expenditures		(271)		(213)		(936)		(680)
Proceeds from sale of property, plant, and equipment		4		4		11		16
Acquisition of businesses, net of cash acquired		—		—		(2,628)		(339)
Proceeds from divestiture of business, net of cash retained by business sold		—		—		—		59
Other		(3)		3		(15)		(6)
Net cash used in investing activities		(270)		(206)		(3,568)		(950)
Cash flows from financing activities:
Net decrease in commercial paper		—		(54)		(255)		(75)
Proceeds from issuance of debt		—		348		2,231		348
Repayment of debt		—		(350)		(580)		(352)
Proceeds from exercise of share options		81		37		182		89
Repurchase of ordinary/common shares		(437)		(761)		(1,347)		(2,062)
Payment of ordinary/common share dividends to shareholders		(209)		(196)		(803)		(760)
Other		(1)		(18)		(57)		(57)
Net cash used in financing activities		(566)		(994)		(629)		(2,869)
Effect of currency translation on cash		(2)		8		(6)		—
Net increase (decrease) in cash, cash equivalents, and restricted cash		583		(150)		(64)		(342)
Cash, cash equivalents, and restricted cash at beginning of period		672		1,469		1,319		1,661
Cash, cash equivalents, and restricted cash at end of period	$	1,255	$	1,319	$	1,255	$	1,319

Supplemental cash flow information:
Interest paid on debt, net	$	21	$	26	$	34	$	64
Income taxes paid, net of refunds		92		91		276		475

TE CONNECTIVITY PLC

RECONCILIATION OF FREE CASH FLOW (UNAUDITED)


	For the Quarters Ended				For the Years Ended
	September 26,		September 27,		September 26,		September 27,
	2025		2024		2025		2024

	(in millions)
Net cash provided by operating activities	$	1,421	$	1,042	$	4,139	$	3,477
Capital expenditures, net		(267)		(209)		(925)		(664)
Free cash flow ⁽¹⁾	$	1,154	$	833	$	3,214	$	2,813

⁽¹⁾Free cash flow is a non-GAAP financial measure. See description of non-GAAP financial measures.

TE CONNECTIVITY PLC

SEGMENT DATA (UNAUDITED)


	For the Quarters Ended								For the Years Ended
	September 26,				September 27,				September 26,				September 27,
	2025				2024				2025				2024

	($ in millions)
	Net Sales				Net Sales				Net Sales				Net Sales
Transportation Solutions	$	2,413			$	2,330			$	9,388			$	9,481
Industrial Solutions		2,336				1,738				7,874				6,364
Total	$	4,749			$	4,068			$	17,262			$	15,845


	Operating		Operating		Operating		Operating		Operating		Operating		Operating		Operating
	Income		Margin		Income		Margin		Income		Margin		Income		Margin
Transportation Solutions	$	465	19.3	%	$	410	17.6	%	$	1,818	19.4	%	$	1,880	19.8	%
Industrial Solutions		451	19.3			241	13.9			1,393	17.7			916	14.4
Total	$	916	19.3	%	$	651	16.0	%	$	3,211	18.6	%	$	2,796	17.6	%


	Adjusted		Adjusted		Adjusted		Adjusted		Adjusted		Adjusted		Adjusted		Adjusted
	Operating		Operating		Operating		Operating		Operating		Operating		Operating		Operating
	Income ⁽¹⁾		Margin ⁽¹⁾		Income ⁽¹⁾		Margin ⁽¹⁾		Income ⁽¹⁾		Margin ⁽¹⁾		Income ⁽¹⁾		Margin ⁽¹⁾
Transportation Solutions	$	468	19.4	%	$	452	19.4	%	$	1,893	20.2	%	$	1,950	20.6	%
Industrial Solutions		475	20.3			303	17.4			1,501	19.1			1,037	16.3
Total	$	943	19.9	%	$	755	18.6	%	$	3,394	19.7	%	$	2,987	18.9	%

⁽¹⁾Adjusted operating income and adjusted operating margin are non-GAAP financial measures. See description of non-GAAP financial measures.

TE CONNECTIVITY PLC

RECONCILIATION OF NET SALES GROWTH (DECLINE) (UNAUDITED)


	Change in Net Sales for the Quarter Ended September 26, 2025
	versus Net Sales for the Quarter Ended September 27, 2024
	Net Sales				Organic Net Sales
	Growth (Decline)				Growth (Decline) ⁽¹⁾				Translation ⁽²⁾		Acquisitions

	($ in millions)
Transportation Solutions:
Automotive	$	67	3.9	%	$	35	2.0	%	$	32	$	—
Commercial transportation		26	7.4			18	4.9			8		—
Sensors		(10)	(3.9)			(15)	(6.1)			5		—
Total Transportation Solutions		83	3.6			38	1.6			45		—
Industrial Solutions:
Digital data networks		314	79.9			308	78.6			6		—
Automation and connected living		74	14.5			57	11.2			13		4
Aerospace, defense, and marine		34	9.3			24	6.8			10		—
Energy		211	83.1			60	23.9			7		144
Medical		(35)	(16.4)			(35)	(16.4)			—		—
Total Industrial Solutions		598	34.4			414	23.9			36		148
Total	$	681	16.7	%	$	452	11.1	%	$	81	$	148


	Change in Net Sales for the Year Ended September 26, 2025
	versus Net Sales for the Year Ended September 27, 2024
	Net Sales				Organic Net Sales						Acquisitions/
	Growth (Decline)				Growth (Decline) ⁽¹⁾				Translation ⁽²⁾		(Divestiture)

	($ in millions)
Transportation Solutions:
Automotive	$	13	0.2	%	$	14	0.2	%	$	11	$	(12)
Commercial transportation		(31)	(2.1)			(33)	(2.3)			2		—
Sensors		(75)	(7.6)			(79)	(8.0)			4		—
Total Transportation Solutions		(93)	(1.0)			(98)	(1.0)			17		(12)
Industrial Solutions:
Digital data networks		934	73.3			924	72.6			10		—
Automation and connected living		153	7.7			70	3.5			11		72
Aerospace, defense, and marine		139	10.3			127	9.5			12		—
Energy		425	46.2			137	15.0			—		288
Medical		(141)	(16.9)			(142)	(17.1)			1		—
Total Industrial Solutions		1,510	23.7			1,116	17.6			34		360
Total	$	1,417	8.9	%	$	1,018	6.4	%	$	51	$	348

⁽¹⁾ Organic net sales growth (decline) is a non-GAAP financial measure. See description of non-GAAP financial measures.
⁽²⁾ Represents the change in net sales resulting from changes in foreign currency exchange rates.

TE CONNECTIVITY PLC

RECONCILIATION OF NON-GAAP FINANCIAL MEASURES TO GAAP FINANCIAL MEASURES

For the Quarter Ended September 26, 2025

(UNAUDITED)


				Adjustments
				Acquisition-		Restructuring
				Related		and Other				Adjusted
	U.S. GAAP			Charges ⁽¹⁾		Charges, Net⁽¹⁾		Tax Items⁽²⁾		(Non-GAAP) ⁽³⁾

	($ in millions, except per share data)
Operating income:
Transportation Solutions	$	465		$	—	$	3	$	—	$	468
Industrial Solutions		451			10		14		—		475
Total	$	916		$	10	$	17	$	—	$	943

Operating margin		19.3	%								19.9	%

Income tax expense	$	(233)		$	(2)	$	6	$	31	$	(198)

Effective tax rate		26.0	%								21.4	%

Income from continuing operations	$	664		$	8	$	23	$	31	$	726

Diluted earnings per share from continuing operations	$	2.23		$	0.03	$	0.08	$	0.10	$	2.44

⁽¹⁾ The tax effect of each non-GAAP adjustment is calculated based on the jurisdictions in which the expense (income) is incurred and the tax laws in effect for each such jurisdiction.
⁽²⁾ Represents income tax expense of $44 million related to an increase in the valuation allowance for certain U.S. tax loss and credit carryforwards and an income tax benefit of $13 million related to the revaluation of deferred tax liabilities as a result of a decrease in the corporate tax rate in a non-U.S. jurisdiction.
⁽³⁾ See description of non-GAAP financial measures.

TE CONNECTIVITY PLC

RECONCILIATION OF NON-GAAP FINANCIAL MEASURES TO GAAP FINANCIAL MEASURES

For the Quarter Ended September 27, 2024

(UNAUDITED)


				Adjustments
				Acquisition-		Restructuring
				Related		and Other				Adjusted
	U.S. GAAP			Charges ⁽¹⁾		Charges, Net⁽¹⁾		Tax Items⁽²⁾		(Non-GAAP) ⁽³⁾

	($ in millions, except per share data)
Operating income:
Transportation Solutions	$	410		$	—	$	42	$	—	$	452
Industrial Solutions		241			5		57		—		303
Total	$	651		$	5	$	99	$	—	$	755

Operating margin		16.0	%								18.6	%

Income tax expense	$	(381)		$	(1)	$	(22)	$	238	$	(166)

Effective tax rate		58.0	%								21.8	%

Income from continuing operations	$	276		$	4	$	77	$	238	$	595

Diluted earnings per share from continuing operations	$	0.90		$	0.01	$	0.25	$	0.78	$	1.95

⁽¹⁾ The tax effect of each non-GAAP adjustment is calculated based on the jurisdictions in which the expense (income) is incurred and the tax laws in effect for each such jurisdiction.
⁽²⁾ Represents income tax expense related to an increase in the valuation allowance for deferred tax assets of a Swiss subsidiary.
⁽³⁾ See description of non-GAAP financial measures.

TE CONNECTIVITY PLC

RECONCILIATION OF NON-GAAP FINANCIAL MEASURES TO GAAP FINANCIAL MEASURES

For the Year Ended September 26, 2025

(UNAUDITED)


				Adjustments
				Acquisition-		Restructuring
				Related		and Other				Adjusted
	U.S. GAAP			Charges ⁽¹⁾		Charges, Net⁽¹⁾		Tax Items⁽²⁾		(Non-GAAP) ⁽³⁾

	($ in millions, except per share data)
Operating income:
Transportation Solutions	$	1,818		$	—	$	75	$	—	$	1,893
Industrial Solutions		1,393			57		51		—		1,501
Total	$	3,211		$	57	$	126	$	—	$	3,394

Operating margin		18.6	%								19.7	%

Income tax expense	$	(1,361)		$	(12)	$	(13)	$	618	$	(768)

Effective tax rate		42.5	%								22.7	%

Income from continuing operations	$	1,843		$	45	$	113	$	618	$	2,619

Diluted earnings per share from continuing operations	$	6.16		$	0.15	$	0.38	$	2.07	$	8.76

⁽¹⁾ The tax effect of each non-GAAP adjustment is calculated based on the jurisdictions in which the expense (income) is incurred and the tax laws in effect for each such jurisdiction.
⁽²⁾Represents income tax expense of $574 million related to a net increase in the valuation allowance for certain deferred tax assets associated with a ten-year tax credit obtained by a Swiss subsidiary in fiscal 2024 as well as income tax expense of $44 million related to an increase in the valuation allowance for certain U.S. tax loss and credit carryforwards.
⁽³⁾ See description of non-GAAP financial measures.

TE CONNECTIVITY PLC

RECONCILIATION OF NON-GAAP FINANCIAL MEASURES TO GAAP FINANCIAL MEASURES

For the Year Ended September 27, 2024

(UNAUDITED)


				Adjustments
				Acquisition-		Restructuring
				Related		and Other				Adjusted
	U.S. GAAP			Charges ⁽¹⁾		Charges, Net⁽¹⁾		Tax Items⁽²⁾		(Non-GAAP) ⁽³⁾

	($ in millions, except per share data)
Operating income:
Transportation Solutions	$	1,880		$	—	$	67	$	3	$	1,950
Industrial Solutions		916			21		99		1		1,037
Total	$	2,796		$	21	$	166	$	4	$	2,987

Operating margin		17.6	%								18.9	%

Income tax (expense) benefit	$	397		$	(3)	$	(29)	$	(1,016)	$	(651)

Effective tax rate		(14.2)	%								21.8	%

Income from continuing operations	$	3,194		$	18	$	137	$	(1,012)	$	2,337

Diluted earnings per share from continuing operations	$	10.34		$	0.06	$	0.44	$	(3.28)	$	7.56

⁽¹⁾ The tax effect of each non-GAAP adjustment is calculated based on the jurisdictions in which the expense (income) is incurred and the tax laws in effect for each such jurisdiction.
⁽²⁾ Includes a $636 million net income tax benefit associated with a $972 million ten-year tax credit obtained by a Swiss subsidiary reduced by a $336 million valuation allowance related to the amount of the tax credit not expected to be realized. Also includes a $262 million income tax benefit related to the revaluation of deferred tax assets as a result of a corporate tax rate increase in Switzerland and a $118 million income tax benefit associated with the tax impacts of a legal entity restructuring with related costs of $4 million recorded in selling, general, and administrative expenses for other non-income taxes.
⁽³⁾ See description of non-GAAP financial measures.

TE CONNECTIVITY PLC

RECONCILIATION OF NON-GAAP FINANCIAL MEASURES TO GAAP FINANCIAL MEASURES

For the Quarter Ended December 27, 2024

(UNAUDITED)


				Adjustments
				Acquisition-		Restructuring
				Related		and Other				Adjusted
	U.S. GAAP			Charges ⁽¹⁾		Charges, Net⁽¹⁾		Tax Items⁽²⁾		(Non-GAAP) ⁽³⁾

	($ in millions, except per share data)
Operating income:
Transportation Solutions	$	446		$	—	$	32	$	—	$	478
Industrial Solutions		244			5		18		—		267
Total	$	690		$	5	$	50	$	—	$	745

Operating margin		18.0	%								19.4	%

Income tax expense	$	(178)		$	(1)	$	(9)	$	13	$	(175)

Effective tax rate		25.2	%								23.0	%

Income from continuing operations	$	528		$	4	$	41	$	13	$	586

Diluted earnings per share from continuing operations	$	1.75		$	0.01	$	0.14	$	0.04	$	1.95

⁽¹⁾ The tax effect of each non-GAAP adjustment is calculated based on the jurisdictions in which the expense (income) is incurred and the tax laws in effect for each such jurisdiction.
⁽²⁾ Represents income tax expense related to the revaluation of deferred tax assets as a result of a decrease in the corporate tax rate in a non-U.S. jurisdiction.
⁽³⁾ See description of non-GAAP financial measures.

TE CONNECTIVITY PLC

RECONCILIATION OF FORWARD-LOOKING NON-GAAP FINANCIAL MEASURES

TO FORWARD-LOOKING GAAP FINANCIAL MEASURES

As of October 29, 2025

(UNAUDITED)


	Outlook for
	Quarter Ending
	December 26,
	2025
Diluted earnings per share from continuing operations	$	2.33
Acquisition-related charges		0.02
Restructuring and other charges, net		0.03
Amortization expense ⁽¹⁾		0.15
Adjusted diluted earnings per share from continuing operations ⁽²⁾	$	2.53


Net sales growth		17.3	%
Translation		(2.9)
(Acquisitions) divestitures, net		(3.8)
Organic net sales growth ⁽²⁾		10.6	%

⁽¹⁾ Adjusted EPS outlook for the first quarter of fiscal 2026 excludes amortization expense on intangible assets and the related tax effects.
⁽²⁾ See description of non-GAAP financial measures.

Exhibit 99.2

EVERY CONNECTION COUNTS TE Connectivity Fourth Quarter 2025 Earnings October 29, 2025

Forward-Looking Statements This presentation contains certain "forward-looking statements" within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. These statements are based on management's current expectations and are subject to risks, uncertainty and changes in circumstances, which may cause actual results, performance, financial condition or achievements to differ materially from anticipated results, performance, financial condition or achievements. All statements contained herein that are not clearly historical in nature are forward-looking and the words "anticipate," "believe," "expect," "estimate," "plan," and similar expressions are generally intended to identify forward-looking statements. We have no intention and are under no obligation to update or alter (and expressly disclaim any such intention or obligation to do so) our forward-looking statements whether as a result of new information, future events or otherwise, except to the extent required by law. The forward-looking statements in this presentation include statements addressing our future financial condition and operating results. Examples of factors that could cause actual results to differ materially from those described in the forward-looking statements include, among others, the extent, severity and duration of business interruption negatively affecting our business operations; business, economic, competitive and regulatory risks, such as conditions affecting demand for products in the automotive and other industries we serve; competition and pricing pressure; fluctuations in foreign currency exchange rates and commodity prices; natural disasters and political, economic and military instability in countries in which we operate, including continuing military conflict in certain parts of the world; developments in the credit markets; future goodwill impairment; compliance with current and future environmental and other laws and regulations; and the possible effects on us of changes in tax laws, tax treaties and other legislation. In addition, our change of incorporation from Switzerland to Ireland is subject to risks, such as the risk that the anticipated advantages might not materialize, as well as the risks that the price of our stock could decline and our position on stock exchanges and indices could change, and Irish corporate governance and regulatory schemes could prove different or more challenging than currently expected. More detailed information about these and other factors is set forth in TE Connectivity plc's Annual Report on Form 10-K for the fiscal year ended Sept. 27, 2024 as well as in our Quarterly Reports on Form 10-Q, Current Reports on Form 8-K and other reports filed by us with the U.S. Securities and Exchange Commission. Non-GAAP Financial Measures Where we have used non-GAAP financial measures, reconciliations to the most comparable GAAP measure are provided, along with a disclosure on the usefulness of the non-GAAP financial measure, in this presentation. Effective for fiscal 2026, we will exclude amortization expense on intangible assets and, if applicable, the related tax effects from our calculation of certain non-GAAP financial measures. See description of non-GAAP financial measures effective for fiscal 2026 on slide 35. Forward-Looking Statements and Non-GAAP Financial Measures 2

Q4 Record Results Exceeded Guidance with an Increase of 17% in Sales and 25% in Adjusted EPS ▪ Sales of $4.75B, up 17% reported and 11% on an organic basis Y/Y ▪ Orders increased in both segments to $4.7B, up 22% Y/Y and 5% sequentially ▪ Adjusted Operating Margins of ~20%, up 130bps Y/Y; Adjusted EPS of $2.44, up 25% Y/Y ▪ Free Cash Flow generation of ~$1.2B in Q4 with ~$650M returned to shareholders Earnings Highlights 3 Organic Net Sales Growth (Decline), Adjusted Operating Margin, Adjusted EPS, Free Cash Flow, and Free Cash Flow Conversion are non-GAAP financial measures; see Appendix for descriptions and reconciliations Q1 FY26 Guidance ▪ Expect Sales of ~$4.5B, up 17% reported and 11% on an organic basis Y/Y ▪ Expect Adjusted EPS of ~$2.531 , up 23% Y/Y ▪ Beginning Q1 FY26 Non-GAAP reporting will exclude amortization expense on intangible assets FY25 Executing on our Business Model to Deliver Record Results ▪ Achieved full year records for Sales, Earnings, and Free Cash Flow ▪ Sales of $17.3B, up 9% reported and 6% on an organic basis Y/Y driven by the Industrial Segment ▪ Adjusted Operating Margins of ~20% expanded 80bps Y/Y; Adjusted EPS of $8.76, up 16% Y/Y ▪ Free Cash Flow of ~$3.2B with >100% conversion; ~$2.2B returned to shareholders & ~$2.6B used for bolt-on acquisitions 1Effective for fiscal 2026, we will exclude amortization expense on intangible assets and, if applicable, the related tax effects from our calculation of certain non-GAAP financial measures. See description of non-GAAP financial measures effective for fiscal 2026 on slide 35

Reported FY24 Q4 FY25 Q3 FY25 Q4 Q4 Growth Y/Y Q/Q Transportation 2,224 2,316 2,428 9% 5% Industrial 1,617 2,156 2,254 39% 5% Total TE 3,841 4,472 4,682 22% 5% Book to Bill 0.94 0.99 0.99 Segment Orders Summary ($ in millions) 4 ▪ Sequential orders growth driven by Automotive, Digital Data Networks, and Energy ▪ Transportation segment orders increased Y/Y in all regions ▪ Industrial segment orders reflect ongoing momentum in AI applications and Energy, with improvement in Factory Automation applications Record order levels with growth in both segments

Transportation Solutions Q4 SALES Reported Up 4% Organic Up 2% Q4 ADJUSTED OPERATING MARGIN Margin performance in line with expectations Adjusted EBITDA Margin 26.1% 24.8% 5 $2,330 $2,413 Q4 2024 Q4 2025 Q4 BUSINESS PERFORMANCE Y/Y Growth Rates Reported Organic Automotive $1,790 4% 2% Commercial Transportation 379 7% 5% Sensors 244 (4)% (6)% Transportation Solutions $2,413 4% 2% $ in Millions 19.4% 19.4% Q4 2024 Q4 2025 ▪ Automotive Sales increase driven by content growth in Asia, partially offset by weakness in Western regions ▪ Commercial Transportation Growth in Europe and Asia, partially offset by declines in North America ▪ Sensors Sales reduction driven by weakness in Western regions, partially offset by growth in Asia Organic Net Sales Growth (Decline), Adjusted Operating Margin, and Adjusted EBITDA Margin are non-GAAP financial measures; see Appendix for descriptions and reconciliations. Transportation adjusted operating margins ~20% for FY25

Industrial Solutions Q4 SALES Reported Up 34% Organic Up 24% Q4 ADJUSTED OPERATING MARGIN Margin expansion of 290bps driven by strong operational performance and benefits of higher volume Adjusted EBITDA Margin 21.8% 25.2% 6 Q4 BUSINESS PERFORMANCE Y/Y Growth Rates Reported Organic Digital Data Networks (DDN) $707 80% 79% Automation & Connected Living (ACL) 585 15% 11% Energy 465 83% 24% Aerospace, Defense and Marine (AD&M) 401 9% 7% Medical 178 (16)% (16)% Industrial Solutions $2,336 34% 24% $ in Millions ▪ Digital Data Networks Strong growth driven by momentum in AI applications ▪ Automation & Connected Living Growth across all regions with improvement in Factory Automation applications ▪ Energy Growth driven by grid hardening & renewable applications ▪ AD&M Growth reflects ongoing market improvement in commercial air and defense ▪ Medical Sales ~flat sequentially, as expected $1,738 $2,336 Q4 2024 Q4 2025 17.4% 20.3% Q4 2024 Q4 2025 Industrial adjusted operating margins ~20% in 2H FY25 Organic Net Sales Growth (Decline), Adjusted Operating Margin, and Adjusted EBITDA Margin are non-GAAP financial measures; see Appendix for descriptions and reconciliations.

Q4 Financial Summary 7 ($ in Millions, except per share amounts) Q4 FY24 Q4 FY25 Net Sales $ 4,068 $ 4,749 Operating Income $ 651 $ 916 Operating Margin 16.0% 19.3% Acquisition-Related Charges 5 10 Restructuring & Other Charges, Net 99 17 Adjusted Operating Income $ 755 $ 943 Adjusted Operating Margin 18.6% 19.9% Earnings Per Share* $ 0.90 $ 2.23 Acquisition-Related Charges 0.01 0.03 Restructuring & Other Charges, Net 0.25 0.08 Tax Items 0.78 0.10 Adjusted EPS $ 1.95 $ 2.44 Adjusted Effective Tax Rate 21.8% 21.4% *Represents Diluted Earnings Per Share from Continuing Operations Adjusted Operating Income, Adjusted Operating Margin, Adjusted Earnings Per Share, and Adjusted Effective Tax Rate are non-GAAP financial measures; see Appendix for descriptions and reconciliations.

Fiscal 2025 Financial Performance 8 18.9% 19.7% FY24 FY25 SALES ADJUSTED OPERATING MARGIN ADJUSTED EPS FREE CASH FLOW Record Sales, Operating Margin, EPS, and Free Cash Flow $ in Billions $ in Billions Up 14% Y/Y $2.8 $3.2 FY24 FY25 Up 16% Y/Y $15.8 $17.3 FY24 FY25 80bps of margin expansion Organic Net Sales Growth, Adjusted Operating Margin, Adjusted Earnings Per Share, and Free Cash Flow are non-GAAP financial measures; see Appendix for descriptions and reconciliations. Reported sales up 9% Y/Y $7.56 $8.76 FY24 FY25 Organic sales up 6% Y/Y FCF conversion >100% >100%

EVERY CONNECTION COUNTS Additional Information

Y/Y Q4 2025 10 Sales (in millions) Adjusted EPS Q4 2024 Results $4,068 $1.95 Operational Performance 600 0.45 FX Impact 81 0.03 Tax Rate Impact - 0.01 Q4 2025 Results $4,749 $2.44 Adjusted Earnings Per Share is a non-GAAP financial measure; see Appendix for description and reconciliation.

Y/Y FY 2025 11 Sales (in millions) Adjusted EPS 2024 Results $15,845 $7.56 Operational Performance 1,366 1.20 FX Impact 51 0.10 Tax Rate Impact - (0.10) 2025 Results $17,262 $8.76 Adjusted Earnings Per Share is a non-GAAP financial measure; see Appendix for description and reconciliation.

Y/Y Q1 2026 12 Sales (in millions) Adjusted EPS Q1 2025 Results $3,836 $2.051 Operational Performance 551 0.43 FX Impact 113 0.02 Tax Rate Impact - 0.03 Q1 2026 Guidance $4,500 $2.532 Adjusted Earnings Per Share is a non-GAAP financial measure; see Appendix for description and reconciliation. (1) Recast to conform to non-GAAP financial measures effective for fiscal 2026 (2) Adjusted EPS outlook for the first quarter of fiscal 2026 excludes amortization expense on intangible assets and the related tax effects. See description of non-GAAP financial measures effective for fiscal 2026 on slide 35.

Balance Sheet and Cash Flow Summary 13 ($ in Millions) FY24 FY25 Beginning Cash Balance $1,661 $1,319 Free Cash Flow 2,813 3,214 Dividends (760) (803) Share repurchases (2,062) (1,347) Net increase (decrease) in debt (79) 1,396 Acquisition of businesses, net of cash acquired (339) (2,628) Other 85 104 Ending Cash Balance $1,319 $1,255 Total Debt $4,203 $5,694 A/R $3,055 $3,403 Days Sales Outstanding* 68 65 Inventory $2,517 $2,699 Days on Hand* 82 78 Accounts Payable $1,728 $2,021 Days Outstanding* 58 59 Free Cash Flow and Working Capital Liquidity, Cash and Debt ($ in Millions) FY24 FY25 Cash from Operating Activities $3,477 $4,139 Capital expenditures, net (664) (925) Free Cash Flow $2,813 $3,214 Free Cash Flow is a non-GAAP financial measure, see Appendix for description and reconciliation * Calculated on a quarterly basis and adjusted to exclude the impact of acquisitions and divestitures

8K Recast Reflecting Amortization Change in Non-GAAP Reporting 14 (1) This recast information is being provided to reflect a change in our calculation of certain non-GAAP financial measures. Effective for fiscal 2026, Adjusted Operating Income, Adjusted Operating Margin, and Adjusted EPS exclude amortization expense on intangible assets and, if applicable, the related tax effects. See descriptions and reconciliations of non-GAAP financial measures effective for fiscal 2026 on slides 34 to 45. ($ in millions, except per share data) For the Year Ended For the Year Ended December 29, March 29, June 28, September 27, September 27, December 27, March 28, June 27, September 26, September 26, 2023 2024 2024 2024 2024 2024 2025 2025 2025 2025 Q1 FY24 Q2 FY24 Q3 FY24 Q4 FY24 FY24 Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 FY25 Net Sales: Transportation Solutions $2,393 $2,407 $2,351 $2,330 $9,481 $2,243 $2,314 $2,418 $2,413 $9,388 Industrial Solutions $1,438 $1,560 $1,628 $1,738 $6,364 $1,593 $1,829 $2,116 $2,336 $7,874 Total $3,831 $3,967 $3,979 $4,068 $15,845 $3,836 $4,143 $4,534 $4,749 $17,262 Adjusted Operating Income (1) : Transportation Solutions $522 $514 $516 $469 $2,021 $495 $495 $486 $487 $1,963 Industrial Solutions $251 $264 $291 $326 $1,132 $289 $351 $467 $514 $1,621 Total $773 $778 $807 $795 $3,153 $784 $846 $953 $1,001 $3,584 Adjusted Operating Margin (1) : Transportation Solutions 21.8% 21.4% 21.9% 20.1% 21.3% 22.1% 21.4% 20.1% 20.2% 20.9% Industrial Solutions 17.5% 16.9% 17.9% 18.8% 17.8% 18.1% 19.2% 22.1% 22.0% 20.6% Total 20.2% 19.6% 20.3% 19.5% 19.9% 20.4% 20.4% 21.0% 21.1% 20.8% Adjusted EPS (1) : $1.95 $1.97 $2.02 $2.06 $8.00 $2.05 $2.21 $2.41 $2.59 $9.27 Impact of change in non-GAAP calculation: Amortization expense $42 $43 $41 $40 $166 $39 $41 $52 $58 $190 Adjusted EPS $0.11 $0.11 $0.11 $0.10 $0.43 $0.11 $0.11 $0.14 $0.16 $0.51 Previously reported Adjusted EPS $1.84 $1.86 $1.91 $1.95 $7.56 $1.95 $2.10 $2.27 $2.44 $8.76 For the Quarters Ended For the Quarters Ended

EVERY CONNECTION COUNTS Appendix

We present non-GAAP performance and liquidity measures as we believe it is appropriate for investors to consider adjusted financial measures in addition to results in accordance with accounting principles generally accepted in the U.S. (“GAAP”). These non-GAAP financial measures provide supplemental information and should not be considered replacements for results in accordance with GAAP. Management uses non-GAAP financial measures internally for planning and forecasting purposes and in its decision-making processes related to the operations of our company. We believe these measures provide meaningful information to us and investors because they enhance the understanding of our operating performance, ability to generate cash, and the trends of our business. Additionally, we believe that investors benefit from having access to the same financial measures that management uses in evaluating our operations. The primary limitation of these measures is that they exclude the financial impact of items that would otherwise either increase or decrease our reported results. This limitation is best addressed by using these non-GAAP financial measures in combination with the most directly comparable GAAP financial measures in order to better understand the amounts, character, and impact of any increase or decrease in reported amounts. These non-GAAP financial measures may not be comparable to similarly-titled measures reported by other companies. The following provides additional information regarding our non-GAAP financial measures: ▪ Organic Net Sales Growth (Decline) – represents net sales growth (decline) (the most comparable GAAP financial measure) excluding the impact of foreign currency exchange rates, and acquisitions and divestitures that occurred in the preceding twelve months, if any. Organic Net Sales Growth (Decline) is a useful measure of our performance because it excludes items that are not completely under management’s control, such as the impact of changes in foreign currency exchange rates, and items that do not reflect the underlying growth of the company, such as acquisition and divestiture activity. This measure is a significant component in our incentive compensation plans. ▪ Adjusted Operating Income and Adjusted Operating Margin – represent operating income and operating margin, respectively, (the most comparable GAAP financial measures) before special items including restructuring and other charges, acquisition-related charges, impairment of goodwill, and other income or charges, if any. We utilize these adjusted measures in combination with operating income and operating margin to assess segment level operating performance and to provide insight to management in evaluating segment operating plan execution and market conditions. Adjusted Operating Income is a significant component in our incentive compensation plans. ▪ Adjusted Income Tax (Expense) Benefit and Adjusted Effective Tax Rate – represent income tax (expense) benefit and effective tax rate, respectively, (the most comparable GAAP financial measures) after adjusting for the tax effect of special items including restructuring and other charges, acquisition-related charges, impairment of goodwill, other income or charges, and certain significant tax items, if any. ▪ Adjusted Income from Continuing Operations – represents income from continuing operations (the most comparable GAAP financial measure) before special items including restructuring and other charges, acquisition-related charges, impairment of goodwill, other income or charges, and certain significant tax items, if any, and, if applicable, the related tax effects. Non-GAAP Financial Measures 16

▪ Adjusted Earnings Per Share – represents diluted earnings per share from continuing operations (the most comparable GAAP financial measure) before special items including restructuring and other charges, acquisition-related charges, impairment of goodwill, other income or charges, and certain significant tax items, if any, and, if applicable, the related tax effects. This measure is a significant component in our incentive compensation plans. ▪ Adjusted EBITDA and Adjusted EBITDA Margin – represent net income and net income as a percentage of net sales, respectively, (the most comparable GAAP financial measures) before interest expense, interest income, income taxes, depreciation, and amortization, as adjusted for net other income (expense), income (loss) from discontinued operations, and special items including restructuring and other charges, acquisition-related charges, impairment of goodwill, and other income or charges, if any. ▪ Free Cash Flow (FCF) – is a useful measure of our ability to generate cash. The difference between net cash provided by operating activities (the most comparable GAAP financial measure) and Free Cash Flow consists mainly of significant cash outflows and inflows that we believe are useful to identify. We believe Free Cash Flow provides useful information to investors as it provides insight into the primary cash flow metric used by management to monitor and evaluate cash flows generated from our operations. Free Cash Flow is defined as net cash provided by operating activities excluding voluntary pension contributions and the cash impact of special items, if any, minus net capital expenditures. Voluntary pension contributions are excluded from the GAAP financial measure because this activity is driven by economic financing decisions rather than operating activity. Certain special items, including cash paid (collected) pursuant to collateral requirements related to cross-currency swap contracts, are also excluded by management in evaluating Free Cash Flow. Net capital expenditures consist of capital expenditures less proceeds from the sale of property, plant, and equipment. These items are subtracted because they represent long-term commitments. In the calculation of Free Cash Flow, we subtract certain cash items that are ultimately within management’s and the Board of Directors’ discretion to direct and may imply that there is less or more cash available for our programs than the most comparable GAAP financial measure indicates. It should not be inferred that the entire Free Cash Flow amount is available for future discretionary expenditures, as our definition of Free Cash Flow does not consider certain non-discretionary expenditures, such as debt payments. In addition, we may have other discretionary expenditures, such as discretionary dividends, share repurchases, and business acquisitions, that are not considered in the calculation of Free Cash Flow. ▪ Free Cash Flow Conversion – represents Free Cash Flow as a percentage of Adjusted Income from Continuing Operations. We use Free Cash Flow Conversion as an indicator of our ability to convert earnings to cash. Non-GAAP Financial Measures (cont.) 17

Segment Summary 18 Transportation Solutions $ 2,413 $ 2,330 $ 9,388 $ 9,481 Industrial Solutions 2,336 1,738 7,874 6,364 Total $ 4,749 $ 4,068 $ 17,262 $ 15,845 O perating O perating O perating O perating Margin Margin Margin Margin Transportation Solutions $ 465 19.3 % $ 410 17.6 % $ 1,818 19.4 % $ 1,880 19.8 % Industrial Solutions 451 19.3 241 13.9 1,393 17.7 916 14.4 Total $ 916 19.3 % $ 651 16.0 % $ 3,211 18.6 % $ 2,796 17.6 % Adjusted Adjusted Adjusted Adjusted O perating O perating O perating O perating Margin (1) Margin (1) Margin (1) Margin (1) Transportation Solutions $ 468 19.4 % $ 452 19.4 % $ 1,893 20.2 % $ 1,950 20.6 % Industrial Solutions 475 20.3 303 17.4 1,501 19.1 1,037 16.3 Total $ 943 19.9 % $ 755 18.6 % $ 3,394 19.7 % $ 2,987 18.9 % (1) Adjusted operating income and adjusted operating margin are non-GAAP financial measures. See description of non-GAAP financial measures. 2025 2024 ($ in millions) Adjusted O perating Income (1) Adjusted O perating Adjusted O perating Income (1) Net Sales Net Sales Net Sales Income (1) Adjusted O perating Income (1) Income O perating O perating Income 2024 For the Q uarters Ended September 26, September 27, September 26, September 27, For the Years Ended Net Sales O perating Income O perating Income 2025

Reconciliation of Net Sales Growth 19 Transportation Solutions: Automotive $ 67 3.9 % $ 35 2.0 % $ 32 $ — Commercial transportation 26 7.4 18 4.9 8 — Sensors (10) (3.9) (15) (6.1) 5 — Total Transportation Solutions 83 3.6 38 1.6 45 — Industrial Solutions: Digital data networks 314 79.9 308 78.6 6 — Automation and connected living 74 14.5 57 11.2 13 4 Aerospace, defense, and marine 34 9.3 24 6.8 10 — Energy 211 83.1 60 23.9 7 144 Medical (35) (16.4) (35) (16.4) — — Total Industrial Solutions 598 34.4 414 23.9 36 148 Total $ 681 16.7 % $ 452 11.1 % $ 81 $ 148 ($ in millions) Translation (2) Acquisitions Net Sales Growth (Decline) O rganic Net Sales Growth (Decline) (1) Change in Net Sales for the Q uarter Ended September 26, 2025 versus Net Sales for the Q uarter Ended September 27, 2024 Transportation Solutions: Automotive $ 13 0.2 % $ 14 0.2 % $ 11 $ (12) Commercial transportation (31) (2.1) (33) (2.3) 2 — Sensors (75) (7.6) (79) (8.0) 4 — Total Transportation Solutions (93) (1.0) (98) (1.0) 17 (12) Industrial Solutions: Digital data networks 934 73.3 924 72.6 10 — Automation and connected living 153 7.7 70 3.5 11 72 Aerospace, defense, and marine 139 10.3 127 9.5 12 — Energy 425 46.2 137 15.0 — 288 Medical (141) (16.9) (142) (17.1) 1 — Total Industrial Solutions 1,510 23.7 1,116 17.6 34 360 Total $ 1,417 8.9 % $ 1,018 6.4 % $ 51 $ 348 (1) Organic net sales growth (decline) is a non-GAAP financial measure. See description of non-GAAP financial measures. (2) Represents the change in net sales resulting from changes in foreign currency exchange rates. Translation (2) (Divestiture) Change in Net Sales for the Year Ended September 26, 2025 versus Net Sales for the Year Ended September 27, 2024 ($ in millions) Net Sales O rganic Net Sales Acquisitions/ Growth (Decline) Growth (Decline) (1)

Reconciliation of Non-GAAP Financial Measures to GAAP Financial Measures for the Quarter Ended September 26, 2025 20 Operating income: Transportation Solutions $ 465 $ — $ 3 $ — $ 468 Industrial Solutions 451 10 14 — 475 Total $ 916 $ 10 $ 17 $ — $ 943 Operating margin 19.3 % 19.9 % Income tax expense $ (233) $ (2) $ 6 $ 31 $ (198) Effective tax rate 26.0 % 21.4 % Income from continuing operations $ 664 $ 8 $ 23 $ 31 $ 726 Diluted earnings per share from continuing operations $ 2.23 $ 0.03 $ 0.08 $ 0.10 $ 2.44 Related and O ther Adjusted Acquisition- Restructuring Adjustments (3) See description of non-GAAP financial measures. (1) The tax effect of each non-GAAP adjustment is calculated based on the jurisdictions in which the expense (income) is incurred and the tax laws in effect for each such jurisdiction. U.S. GAAP Charges (1) (Non-GAAP) (3) Charges, Net (1) ($ in millions, except per share data) Tax Items (2) (2) Represents income tax expense of $44 million related to an increase in the valuation allowance for certain U.S. tax loss and credit carryforwards and an income tax benefit of $13 million related to the revaluation of deferred tax liabilities as a result of a decrease in the corporate tax rate in a non-U.S. jurisdiction.

Reconciliation of Non-GAAP Financial Measures to GAAP Financial Measures for the Quarter Ended September 27, 2024 21 Operating income: Transportation Solutions $ 410 $ — $ 42 $ — $ 452 Industrial Solutions 241 5 57 — 303 Total $ 651 $ 5 $ 99 $ — $ 755 Operating margin 16.0 % 18.6 % Income tax expense $ (381) $ (1) $ (22) $ 238 $ (166) Effective tax rate 58.0 % 21.8 % Income from continuing operations $ 276 $ 4 $ 77 $ 238 $ 595 Diluted earnings per share from continuing operations $ 0.90 $ 0.01 $ 0.25 $ 0.78 $ 1.95 (2) Represents income tax expense related to an increase in the valuation allowance for deferred tax assets of a Swiss subsidiary. Adjustments U.S. GAAP Charges (1) Charges, Net (1) Tax Items (2) (3) See description of non-GAAP financial measures. Adjusted (Non-GAAP) (3) ($ in millions, except per share data) (1) The tax effect of each non-GAAP adjustment is calculated based on the jurisdictions in which the expense (income) is incurred and the tax laws in effect for each such jurisdiction. Related and O ther Acquisition- Restructuring

Reconciliation of Non-GAAP Financial Measures to GAAP Financial Measures for the Year Ended September 26, 2025 22 Operating income: Transportation Solutions $ 1,818 $ — $ 75 $ — $ 1,893 Industrial Solutions 1,393 57 51 — 1,501 Total $ 3,211 $ 57 $ 126 $ — $ 3,394 Operating margin 18.6 % 19.7 % Income tax expense $ (1,361) $ (12) $ (13) $ 618 $ (768) Effective tax rate 42.5 % 22.7 % Income from continuing operations $ 1,843 $ 45 $ 113 $ 618 $ 2,619 Diluted earnings per share from continuing operations $ 6.16 $ 0.15 $ 0.38 $ 2.07 $ 8.76 ($ in millions, except per share data) (1) The tax effect of each non-GAAP adjustment is calculated based on the jurisdictions in which the expense (income) is incurred and the tax laws in effect for each such jurisdiction. (2) Represents income tax expense of $574 million related to a net increase in the valuation allowance for certain deferred tax assets associated with a ten-year tax credit obtained by a Swiss subsidiary in fiscal 2024 as well as income tax expense of $44 million related to an increase in the valuation allowance for certain U.S. tax loss and credit carryforwards. (3) See description of non-GAAP financial measures. Related and O ther Adjusted U.S. GAAP Charges (1) Charges, Net (1) Tax Items (2) (Non-GAAP) (3) Adjustments Acquisition- Restructuring

Reconciliation of Non-GAAP Financial Measures to GAAP Financial Measures for the Year Ended September 27, 2024 23 Operating income: Transportation Solutions $ 1,880 $ — $ 67 $ 3 $ 1,950 Industrial Solutions 916 21 99 1 1,037 Total $ 2,796 $ 21 $ 166 $ 4 $ 2,987 Operating margin 17.6 % 18.9 % Income tax (expense) benefit $ 397 $ (3) $ (29) $ (1,016) $ (651) Effective tax rate (14.2) % 21.8 % Income from continuing operations $ 3,194 $ 18 $ 137 $ (1,012) $ 2,337 Diluted earnings per share from continuing operations $ 10.34 $ 0.06 $ 0.44 $ (3.28) $ 7.56 ($ in millions, except per share data) (1) The tax effect of each non-GAAP adjustment is calculated based on the jurisdictions in which the expense (income) is incurred and the tax laws in effect for each such jurisdiction. (2) Includes a $636 million net income tax benefit associated with a $972 million ten-year tax credit obtained by a Swiss subsidiary reduced by a $336 million valuation allowance related to the amount of the tax credit not expected to be realized. Also includes a $262 million income tax benefit related to the revaluation of deferred tax assets as a result of a corporate tax rate increase in Switzerland and a $118 million income tax benefit associated with the tax impacts of a legal entity restructuring with related costs of $4 million recorded in selling, general, and administrative expenses for other non-income taxes. (3) See description of non-GAAP financial measures. Related and O ther Adjusted U.S. GAAP Charges (1) Charges, Net (1) Tax Items (2) (Non-GAAP) (3) Adjustments Acquisition- Restructuring

Reconciliation of Non-GAAP Financial Measures to GAAP Financial Measures for the Quarter Ended June 27, 2025 24 Operating income: Transportation Solutions $ 462 $ — $ 7 $ 469 Industrial Solutions 395 30 7 432 Total $ 857 $ 30 $ 14 $ 901 Operating margin 18.9 % 19.9 % Income tax expense $ (208) $ (7) $ 1 $ (214) Effective tax rate 24.6 % 24.0 % Income from continuing operations $ 638 $ 23 $ 15 $ 676 Diluted earnings per share from continuing operations $ 2.14 $ 0.08 $ 0.05 $ 2.27 ($ in millions, except per share data) (1) The tax effect of each non-GAAP adjustment is calculated based on the jurisdictions in which the expense (income) is incurred and the tax laws in effect for each such jurisdiction. (2) See description of non-GAAP financial measures. Related and O ther Adjusted U.S. GAAP Charges (1) Charges, Net (1) (Non-GAAP) (2) Acquisition- Restructuring Adjustments

Reconciliation of Non-GAAP Financial Measures to GAAP Financial Measures for the Quarter Ended June 28, 2024 25 Operating income: Transportation Solutions $ 506 $ — $ (8) $ 498 Industrial Solutions 249 5 14 268 Total $ 755 $ 5 $ 6 $ 766 Operating margin 19.0 % 19.3 % Income tax expense $ (181) $ — $ 4 $ (177) Effective tax rate 24.0 % 23.1 % Income from continuing operations $ 573 $ 5 $ 10 $ 588 Diluted earnings per share from continuing operations $ 1.86 $ 0.02 $ 0.03 $ 1.91 U.S. GAAP Charges (1) Charges, Net (1) (Non-GAAP) (2) (2) See description of non-GAAP financial measures. ($ in millions, except per share data) (1) The tax effect of each non-GAAP adjustment is calculated based on the jurisdictions in which the expense (income) is incurred and the tax laws in effect for each such jurisdiction. Adjustments Related and O ther Adjusted Acquisition- Restructuring

Reconciliation of Non-GAAP Financial Measures to GAAP Financial Measures for the Quarter Ended March 28, 2025 26 Operating income: Transportation Solutions $ 445 $ — $ 33 $ — $ 478 Industrial Solutions 303 12 12 — 327 Total $ 748 $ 12 $ 45 $ — $ 805 Operating margin 18.1 % 19.4 % Income tax expense $ (742) $ (2) $ (11) $ 574 $ (181) Effective tax rate 98.3 % 22.3 % Income from continuing operations $ 13 $ 10 $ 34 $ 574 $ 631 Diluted earnings per share from continuing operations $ 0.04 $ 0.03 $ 0.11 $ 1.91 $ 2.10 (3) See description of non-GAAP financial measures. (1) The tax effect of each non-GAAP adjustment is calculated based on the jurisdictions in which the expense (income) is incurred and the tax laws in effect for each such jurisdiction. U.S. GAAP Charges (1) (Non-GAAP) (3) Charges, Net (1) ($ in millions, except per share data) Tax Items (2) (2) Represents income tax expense related to a net increase in the valuation allowance for certain deferred tax assets associated with a ten-year tax credit obtained by a Swiss subsidiary in fiscal 2024. Adjustments Related and O ther Adjusted Acquisition- Restructuring

Reconciliation of Non-GAAP Financial Measures to GAAP Financial Measures for the Quarter Ended March 29, 2024 27 Operating income: Transportation Solutions $ 477 $ — $ 19 $ 496 Industrial Solutions 215 3 21 239 Total $ 692 $ 3 $ 40 $ 735 Operating margin 17.4 % 18.5 % Income tax expense $ (146) $ (1) $ (6) $ (153) Effective tax rate 21.3 % 21.0 % Income from continuing operations $ 541 $ 2 $ 34 $ 577 Diluted earnings per share from continuing operations $ 1.75 $ 0.01 $ 0.11 $ 1.86 U.S. GAAP Charges (1) Charges, Net (1) (Non-GAAP) (2) (2) See description of non-GAAP financial measures. ($ in millions, except per share data) (1) The tax effect of each non-GAAP adjustment is calculated based on the jurisdictions in which the expense (income) is incurred and the tax laws in effect for each such jurisdiction. Adjustments Related and O ther Adjusted Acquisition- Restructuring

Reconciliation of Non-GAAP Financial Measures to GAAP Financial Measures for the Quarter Ended December 27, 2024 28 Operating income: Transportation Solutions $ 446 $ — $ 32 $ — $ 478 Industrial Solutions 244 5 18 — 267 Total $ 690 $ 5 $ 50 $ — $ 745 Operating margin 18.0 % 19.4 % Income tax expense $ (178) $ (1) $ (9) $ 13 $ (175) Effective tax rate 25.2 % 23.0 % Income from continuing operations $ 528 $ 4 $ 41 $ 13 $ 586 Diluted earnings per share from continuing operations $ 1.75 $ 0.01 $ 0.14 $ 0.04 $ 1.95 (1) The tax effect of each non-GAAP adjustment is calculated based on the jurisdictions in which the expense (income) is incurred and the tax laws in effect for each such jurisdiction. (3) See description of non-GAAP financial measures. Related and O ther Adjusted U.S. GAAP Charges (1) Charges, Net (1) (Non-GAAP) (3) (2) Represents income tax expense related to the revaluation of deferred tax assets as a result of a decrease in the corporate tax rate in a non-U.S. jurisdiction. ($ in millions, except per share data) Tax Items (2) Acquisition- Restructuring Adjustments

Reconciliation of Non-GAAP Financial Measures to GAAP Financial Measures for the Quarter Ended December 29, 2023 29 Operating income: Transportation Solutions $ 487 $ — $ 14 $ 3 $ 504 Industrial Solutions 211 8 7 1 227 Total $ 698 $ 8 $ 21 $ 4 $ 731 Operating margin 18.2 % 19.1 % Income tax (expense) benefit $ 1,105 $ (1) $ (5) $ (1,254) $ (155) Effective tax rate (158.1) % 21.2 % Income from continuing operations $ 1,804 $ 7 $ 16 $ (1,250) $ 577 Diluted earnings per share from continuing operations $ 5.76 $ 0.02 $ 0.05 $ (3.99) $ 1.84 (2) Includes an $874 million net income tax benefit associated with a ten-year tax credit obtained by a Swiss subsidiary and a $262 million income tax benefit related to the revaluation of deferred tax assets as a result of a corporate tax rate increase in Switzerland. Also includes a $118 million income tax benefit associated with the tax impacts of a legal entity restructuring with related costs of $4 million recorded in selling, general, and administrative expenses for other non-income taxes. (3) See description of non-GAAP financial measures. Adjustments Related and O ther Adjusted Acquisition- Restructuring ($ in millions, except per share data) (1) The tax effect of each non-GAAP adjustment is calculated based on the jurisdictions in which the expense (income) is incurred and the tax laws in effect for each such jurisdiction. U.S. GAAP Charges (1) Charges, Net (1) (Non-GAAP) (3) Tax Items (2)

Reconciliation of Adjusted EBITDA and Adjusted EBITDA Margin 30 Net income $ 663 $ 276 Loss from discontinued operations 1 — Income tax expense 233 381 Other expense, net 11 5 Interest expense 29 15 Interest income (21) (26) Operating income 916 651 Acquisition-related charges 10 5 Restructuring and other charges, net 17 99 Adjusted operating income (1) 943 755 Depreciation and amortization 244 232 Adjusted EBITDA (1) $ 1,187 $ 987 Net sales $ 4,749 $ 4,068 Net income as a percentage of net sales 14.0 % 6.8 % Adjusted EBITDA margin (1) 25.0 % 24.3 % Operating income $ 465 $ 451 $ 916 $ 410 $ 241 $ 651 Acquisition-related charges — 10 10 — 5 5 Restructuring and other charges, net 3 14 17 42 57 99 Adjusted operating income (1) 468 475 943 452 303 755 Depreciation and amortization 131 113 244 156 76 232 Adjusted EBITDA (1) $ 599 $ 588 $ 1,187 $ 608 $ 379 $ 987 Net sales $ 2,413 $ 2,336 $ 4,749 $ 2,330 $ 1,738 $ 4,068 Operating margin 19.3 % 19.3 % 19.3 % 17.6 % 13.9 % 16.0 % Adjusted operating margin (1) 19.4 % 20.3 % 19.9 % 19.4 % 17.4 % 18.6 % Adjusted EBITDA margin (1) 24.8 % 25.2 % 25.0 % 26.1 % 21.8 % 24.3 % (1) See description of non-GAAP financial measures. ($ in millions) Transportation Industrial Solutions Solutions Total Solutions Solutions Total ($ in millions) September 26, 2025 September 27, 2024 Transportation Industrial For the Q uarters Ended September 26, 2025 September 27, 2024 For the Q uarters Ended

Reconciliation of Free Cash Flow 31 Net cash provided by operating activities $ 1,421 $ 1,042 $ 4,139 $ 3,477 Net cash used in investing activities (270) (206) (3,568) (950) Net cash used in financing activities (566) (994) (629) (2,869) Effect of currency translation on cash (2) 8 (6) — Net increase (decrease) in cash, cash equivalents, and restricted cash $ 583 $ (150) $ (64) $ (342) Net cash provided by operating activities $ 1,421 $ 1,042 $ 4,139 $ 3,477 Capital expenditures, net (267) (209) (925) (664) Free cash flow (1) $ 1,154 $ 833 $ 3,214 $ 2,813 (1) Free cash flow is a non-GAAP financial measure. See description of non-GAAP financial measures. 2025 2024 2025 2024 (in millions) For the Q uarters Ended September 26, September 27, September 26, September 27, For the Years Ended

Free Cash Flow Conversion 32 Free cash flow (1) $ 3,214 $ 2,813 Adjusted income from continuing operations (1) $ 2,619 $ 2,337 Free cash flow conversion (1) 122.7 % 120.4 % (1) See description of non-GAAP financial measures. ($ in millions) For the Years Ended September 26, September 27, 2025 2024

Reconciliation of Forward-Looking Non-GAAP Financial Measures to Forward-Looking GAAP Financial Measures 33 Diluted earnings per share from continuing operations $ 2.33 Acquisition-related charges 0.02 Restructuring and other charges, net 0.03 Amortization expense (2) 0.15 Adjusted diluted earnings per share from continuing operations (3) $ 2.53 Net sales growth 17.3 % Translation (2.9) (Acquisitions) divestitures, net (3.8) Organic net sales growth (3) 10.6 % Effective tax rate 22.1 % 23.2 % Effective tax rate adjustments (4) (0.1) (0.2) Adjusted effective tax rate (3) 22.0 % 23.0 % (4) Includes adjustments for special tax items and the tax effect of acquisition-related charges, net restructuring and other charges, and amortization expense, calculated based on the jurisdictions in which the expense (income) is incurred and the tax laws in effect for each such jurisdiction. (1) Outlook is as of October 29, 2025. (3) See description of non-GAAP financial measures. Q uarter Ending O utlook for (2) Adjusted EPS outlook for the first quarter of fiscal 2026 excludes amortization expense on intangible assets and the related tax effects. See description of non-GAAP financial measures effective for fiscal 2026 in slide 35 below. 2025 (1) December 26, O utlook for Fiscal 2026 (1)

EVERY CONNECTION COUNTS Recast Appendix Reflects Non-GAAP Financial Measures Effective for Fiscal 2026

Non-GAAP Financial Measures Effective for Fiscal 2026 We present non-GAAP performance and liquidity measures as we believe it is appropriate for investors to consider adjusted financial measures in addition to results in accordance with accounting principles generally accepted in the U.S. (“GAAP”). These non-GAAP financial measures provide supplemental information and should not be considered replacements for results in accordance with GAAP. Management uses non-GAAP financial measures internally for planning and forecasting purposes and in its decision-making processes related to the operations of our company. We believe these measures provide meaningful information to us and investors because they enhance the understanding of our operating performance, ability to generate cash, and the trends of our business. Additionally, we believe that investors benefit from having access to the same financial measures that management uses in evaluating our operations. The primary limitation of these measures is that they exclude the financial impact of items that would otherwise either increase or decrease our reported results. This limitation is best addressed by using these non-GAAP financial measures in combination with the most directly comparable GAAP financial measures in order to better understand the amounts, character, and impact of any increase or decrease in reported amounts. These non-GAAP financial measures may not be comparable to similarly-titled measures reported by other companies. The following provides additional information regarding certain of our non-GAAP financial measures effective for fiscal 2026: ▪ Adjusted Operating Income and Adjusted Operating Margin – represent operating income and operating margin, respectively, (the most comparable GAAP financial measures) before special items including restructuring and other charges, acquisition-related charges, amortization expense on intangible assets, impairment of goodwill, and other income or charges, if any. We utilize these adjusted measures in combination with operating income and operating margin to assess segment level operating performance and to provide insight to management in evaluating segment operating plan execution and market conditions. Adjusted Operating Income is a significant component in our incentive compensation plans. ▪ Adjusted Income Tax (Expense) Benefit and Adjusted Effective Tax Rate – represent income tax (expense) benefit and effective tax rate, respectively, (the most comparable GAAP financial measures) after adjusting for the tax effect of special items including restructuring and other charges, acquisition-related charges, amortization expense on intangible assets, impairment of goodwill, other income or charges, and certain significant tax items, if any. ▪ Adjusted Income from Continuing Operations – represents income from continuing operations (the most comparable GAAP financial measure) before special items including restructuring and other charges, acquisition-related charges, amortization expense on intangible assets, impairment of goodwill, other income or charges, and certain significant tax items, if any, and, if applicable, the related tax effects. ▪ Adjusted Earnings Per Share – represents diluted earnings per share from continuing operations (the most comparable GAAP financial measure) before special items including restructuring and other charges, acquisition-related charges, amortization expense on intangible assets, impairment of goodwill, other income or charges, and certain significant tax items, if any, and, if applicable, the related tax effects. This measure is a significant component in our incentive compensation plans. 35

Recast Reconciliation of Non-GAAP Financial Measures to GAAP Financial Measures for the Quarter Ended December 29, 2023 Operating income: Transportation Solutions $ 487 $ — $ 14 $ 18 $ 3 $ 522 Industrial Solutions 211 8 7 24 1 251 Total $ 698 $ 8 $ 21 $ 42 $ 4 $ 773 Operating margin 18.2 % 20.2 % Income tax (expense) benefit $ 1,105 $ (1) $ (5) $ (8) $ (1,254) $ (163) Effective tax rate (158.1) % 21.1 % Income from continuing operations $ 1,804 $ 7 $ 16 $ 34 $ (1,250) $ 611 Diluted earnings per share from continuing operations $ 5.76 $ 0.02 $ 0.05 $ 0.11 $ (3.99) $ 1.95 Adjustments (1) The tax effect of each non-GAAP adjustment is calculated based on the jurisdictions in which the expense (income) is incurred and the tax laws in effect for each such jurisdiction. (2) Includes an $874 million net income tax benefit associated with a ten-year tax credit obtained by a Swiss subsidiary and a $262 million income tax benefit related to the revaluation of deferred tax assets as a result of a corporate tax rate increase in Switzerland. Also includes a $118 million income tax benefit associated with the tax impacts of a legal entity restructuring with related costs of $4 million recorded in selling, general, and administrative expenses for other non-income taxes. (3) See description of non-GAAP financial measures effective for fiscal 2026. Acquisition- Restructuring Related and O ther Amortization Adjusted ($ in millions, except per share data) U.S. GAAP Charges (1) Charges, Net (1) (Non-GAAP) (3) Expense (1) Tax Items (2) 36

Recast Reconciliation of Non-GAAP Financial Measures to GAAP Financial Measures for the Quarter Ended March 29, 2024 Operating income: Transportation Solutions $ 477 $ — $ 19 $ 18 $ 514 Industrial Solutions 215 3 21 25 264 Total $ 692 $ 3 $ 40 $ 43 $ 778 Operating margin 17.4 % 19.6 % Income tax expense $ (146) $ (1) $ (6) $ (8) $ (161) Effective tax rate 21.3 % 20.8 % Income from continuing operations $ 541 $ 2 $ 34 $ 35 $ 612 Diluted earnings per share from continuing operations $ 1.75 $ 0.01 $ 0.11 $ 0.11 $ 1.97 Charges, Net (1) (Non-GAAP) (2) Adjustments (1) The tax effect of each non-GAAP adjustment is calculated based on the jurisdictions in which the expense (income) is incurred and the tax laws in effect for each such jurisdiction. (2) See description of non-GAAP financial measures effective for fiscal 2026. ($ in millions, except per share data) Expense (1) Related and O ther Adjusted Acquisition- Restructuring Amortization U.S. GAAP Charges (1) 37

Recast Reconciliation of Non-GAAP Financial Measures to GAAP Financial Measures for the Quarter Ended June 28, 2024 Operating income: Transportation Solutions $ 506 $ — $ (8) $ 18 $ 516 Industrial Solutions 249 5 14 23 291 Total $ 755 $ 5 $ 6 $ 41 $ 807 Operating margin 19.0 % 20.3 % Income tax expense $ (181) $ — $ 4 $ (8) $ (185) Effective tax rate 24.0 % 23.0 % Income from continuing operations $ 573 $ 5 $ 10 $ 33 $ 621 Diluted earnings per share from continuing operations $ 1.86 $ 0.02 $ 0.03 $ 0.11 $ 2.02 Related and O ther Adjusted Acquisition- Restructuring Amortization Adjustments (Non-GAAP) (2) ($ in millions, except per share data) Expense (1) (1) The tax effect of each non-GAAP adjustment is calculated based on the jurisdictions in which the expense (income) is incurred and the tax laws in effect for each such jurisdiction. (2) See description of non-GAAP financial measures effective for fiscal 2026. U.S. GAAP Charges (1) Charges, Net (1) 38

Recast Reconciliation of Non-GAAP Financial Measures to GAAP Financial Measures for the Quarter Ended September 27, 2024 Operating income: Transportation Solutions $ 410 $ — $ 42 $ 17 $ — $ 469 Industrial Solutions 241 5 57 23 — 326 Total $ 651 $ 5 $ 99 $ 40 $ — $ 795 Operating margin 16.0 % 19.5 % Income tax expense $ (381) $ (1) $ (22) $ (8) $ 238 $ (174) Effective tax rate 58.0 % 21.7 % Income from continuing operations $ 276 $ 4 $ 77 $ 32 $ 238 $ 627 Diluted earnings per share from continuing operations $ 0.90 $ 0.01 $ 0.25 $ 0.10 $ 0.78 $ 2.06 (1) The tax effect of each non-GAAP adjustment is calculated based on the jurisdictions in which the expense (income) is incurred and the tax laws in effect for each such jurisdiction. (2) Represents income tax expense related to an increase in the valuation allowance for deferred tax assets of a Swiss subsidiary. (3) See description of non-GAAP financial measures effective for fiscal 2026. Amortization Expense (1) ($ in millions, except per share data) U.S. GAAP Charges (1) Charges, Net (1) (Non-GAAP) (3) Tax Items (2) Related and O ther Adjusted Adjustments Acquisition- Restructuring 39

Recast Reconciliation of Non-GAAP Financial Measures to GAAP Financial Measures for the Quarter Ended December 27, 2024 Operating income: Transportation Solutions $ 446 $ — $ 32 $ 17 $ — $ 495 Industrial Solutions 244 5 18 22 — 289 Total $ 690 $ 5 $ 50 $ 39 $ — $ 784 Operating margin 18.0 % 20.4 % Income tax expense $ (178) $ (1) $ (9) $ (7) $ 13 $ (182) Effective tax rate 25.2 % 22.8 % Income from continuing operations $ 528 $ 4 $ 41 $ 32 $ 13 $ 618 Diluted earnings per share from continuing operations $ 1.75 $ 0.01 $ 0.14 $ 0.11 $ 0.04 $ 2.05 Adjustments Restructuring Related and O ther Adjusted Acquisition-Amortization (3) See description of non-GAAP financial measures effective for fiscal 2026. (2) Represents income tax expense related to the revaluation of deferred tax assets as a result of a decrease in the corporate tax rate in a non-U.S. jurisdiction. U.S. GAAP Charges (1) Charges, Net (1) (Non-GAAP) (3) ($ in millions, except per share data) Tax Items (2) (1) The tax effect of each non-GAAP adjustment is calculated based on the jurisdictions in which the expense (income) is incurred and the tax laws in effect for each such jurisdiction. Expense (1) 40

Recast Reconciliation of Non-GAAP Financial Measures to GAAP Financial Measures for the Quarter Ended March 28, 2025 Operating income: Transportation Solutions $ 445 $ — $ 33 $ 17 $ — $ 495 Industrial Solutions 303 12 12 24 — 351 Total $ 748 $ 12 $ 45 $ 41 $ — $ 846 Operating margin 18.1 % 20.4 % Income tax expense $ (742) $ (2) $ (11) $ (8) $ 574 $ (189) Effective tax rate 98.3 % 22.2 % Income from continuing operations $ 13 $ 10 $ 34 $ 33 $ 574 $ 664 Diluted earnings per share from continuing operations $ 0.04 $ 0.03 $ 0.11 $ 0.11 $ 1.91 $ 2.21 (2) Represents income tax expense related to a net increase in the valuation allowance for certain deferred tax assets associated with a ten-year tax credit obtained by a Swiss subsidiary in fiscal 2024. (3) See description of non-GAAP financial measures effective for fiscal 2026. Adjustments Restructuring Related and O ther Adjusted Acquisition- (Non-GAAP) (3) ($ in millions, except per share data) Tax Items (2) Expense (1) (1) The tax effect of each non-GAAP adjustment is calculated based on the jurisdictions in which the expense (income) is incurred and the tax laws in effect for each such jurisdiction. Amortization U.S. GAAP Charges (1) Charges, Net (1) 41

Recast Reconciliation of Non-GAAP Financial Measures to GAAP Financial Measures for the Quarter Ended June 27, 2025 Operating income: Transportation Solutions $ 462 $ — $ 7 $ 17 $ 486 Industrial Solutions 395 30 7 35 467 Total $ 857 $ 30 $ 14 $ 52 $ 953 Operating margin 18.9 % 21.0 % Income tax expense $ (208) $ (7) $ 1 $ (11) $ (225) Effective tax rate 24.6 % 23.9 % Income from continuing operations $ 638 $ 23 $ 15 $ 41 $ 717 Diluted earnings per share from continuing operations $ 2.14 $ 0.08 $ 0.05 $ 0.14 $ 2.41 Adjustments Restructuring Related and O ther Adjusted Acquisition-Amortization U.S. GAAP Charges (1) Charges, Net (1) (Non-GAAP) (2) ($ in millions, except per share data) (1) The tax effect of each non-GAAP adjustment is calculated based on the jurisdictions in which the expense (income) is incurred and the tax laws in effect for each such jurisdiction. (2) See description of non-GAAP financial measures effective for fiscal 2026. Expense (1) 42

Recast Reconciliation of Non-GAAP Financial Measures to GAAP Financial Measures for the Quarter Ended September 26, 2025 Operating income: Transportation Solutions $ 465 $ — $ 3 $ 19 $ — $ 487 Industrial Solutions 451 10 14 39 — 514 Total $ 916 $ 10 $ 17 $ 58 $ — $ 1,001 Operating margin 19.3 % 21.1 % Income tax expense $ (233) $ (2) $ 6 $ (11) $ 31 $ (209) Effective tax rate 26.0 % 21.3 % Income from continuing operations $ 664 $ 8 $ 23 $ 47 $ 31 $ 773 Diluted earnings per share from continuing operations $ 2.23 $ 0.03 $ 0.08 $ 0.16 $ 0.10 $ 2.59 (1) The tax effect of each non-GAAP adjustment is calculated based on the jurisdictions in which the expense (income) is incurred and the tax laws in effect for each such jurisdiction. (2) Represents income tax expense of $44 million related to an increase in the valuation allowance for certain U.S. tax loss and credit carryforwards and an income tax benefit of $13 million related to the revaluation of deferred tax liabilities as a result of a decrease in the corporate tax rate in a non-U.S. jurisdiction. (3) See description of non-GAAP financial measures effective for fiscal 2026. Tax Items (2) Adjustments Related and O ther Restructuring ($ in millions, except per share data) U.S. GAAP Charges (1) Charges, Net (1) (Non-GAAP) (3) Adjusted Acquisition-Amortization Expense (1) 43

Recast Reconciliation of Non-GAAP Financial Measures to GAAP Financial Measures for the Year Ended September 27, 2024 Operating income: Transportation Solutions $ 1,880 $ — $ 67 $ 71 $ 3 $ 2,021 Industrial Solutions 916 21 99 95 1 1,132 Total $ 2,796 $ 21 $ 166 $ 166 $ 4 $ 3,153 Operating margin 17.6 % 19.9 % Income tax (expense) benefit $ 397 $ (3) $ (29) $ (32) $ (1,016) $ (683) Effective tax rate (14.2) % 21.7 % Income from continuing operations $ 3,194 $ 18 $ 137 $ 134 $ (1,012) $ 2,471 Diluted earnings per share from continuing operations $ 10.34 $ 0.06 $ 0.44 $ 0.43 $ (3.28) $ 8.00 ($ in millions, except per share data) U.S. GAAP Charges (1) Adjusted Acquisition- Restructuring Related and O ther Charges, Net (1) (3) See description of non-GAAP financial measures effective for fiscal 2026. Adjustments Tax Items (2) (Non-GAAP) (3) Amortization Expense (1) (1) The tax effect of each non-GAAP adjustment is calculated based on the jurisdictions in which the expense (income) is incurred and the tax laws in effect for each such jurisdiction. (2) Includes a $636 million net income tax benefit associated with a $972 million ten-year tax credit obtained by a Swiss subsidiary reduced by a $336 million valuation allowance related to the amount of the tax credit not expected to be realized. Also includes a $262 million income tax benefit related to the revaluation of deferred tax assets as a result of a corporate tax rate increase in Switzerland and a $118 million income tax benefit associated with the tax impacts of a legal entity restructuring with related costs of $4 million recorded in selling, general, and administrative expenses for other non-income taxes. 44

Recast Reconciliation of Non-GAAP Financial Measures to GAAP Financial Measures for the Year Ended September 26, 2025 Operating income: Transportation Solutions $ 1,818 $ — $ 75 $ 70 $ — $ 1,963 Industrial Solutions 1,393 57 51 120 — 1,621 Total $ 3,211 $ 57 $ 126 $ 190 $ — $ 3,584 Operating margin 18.6 % 20.8 % Income tax expense $ (1,361) $ (12) $ (13) $ (37) $ 618 $ (805) Effective tax rate 42.5 % 22.5 % Income from continuing operations $ 1,843 $ 45 $ 113 $ 153 $ 618 $ 2,772 Diluted earnings per share from continuing operations $ 6.16 $ 0.15 $ 0.38 $ 0.51 $ 2.07 $ 9.27 Tax Items (2) Adjustments (1) The tax effect of each non-GAAP adjustment is calculated based on the jurisdictions in which the expense (income) is incurred and the tax laws in effect for each such jurisdiction. Related and O ther U.S. GAAP Charges (1) Charges, Net (1) Adjusted (2) Represents income tax expense of $574 million related to a net increase in the valuation allowance for certain deferred tax assets associated with a ten-year tax credit obtained by a Swiss subsidiary in fiscal 2024 as well as income tax expense of $44 million related to an increase in the valuation allowance for certain U.S. tax loss and credit carryforwards. (3) See description of non-GAAP financial measures effective for fiscal 2026. ($ in millions, except per share data) Acquisition- Restructuring Amortization Expense (1) (Non-GAAP) (3) 45

Exhibit 99.3

TE CONNECTIVITY PLC

SEGMENT RESULTS (UNAUDITED)


	For the Quarters Ended																For the Years Ended
	September 26,		June 27,		March 28,		December 27,		September 27,		June 28,		March 29,		December 29,		September 26,		September 27,
	2025		2025		2025		2024		2024		2024		2024		2023		2025		2024

	(in millions)
Net sales:
Transportation Solutions	$	2,413	$	2,418	$	2,314	$	2,243	$	2,330	$	2,351	$	2,407	$	2,393	$	9,388	$	9,481
Industrial Solutions		2,336		2,116		1,829		1,593		1,738		1,628		1,560		1,438		7,874		6,364
Total	$	4,749	$	4,534	$	4,143	$	3,836	$	4,068	$	3,979	$	3,967	$	3,831	$	17,262	$	15,845


Operating income:
Transportation Solutions	$	465	$	462	$	445	$	446	$	410	$	506	$	477	$	487	$	1,818	$	1,880
Industrial Solutions		451		395		303		244		241		249		215		211		1,393		916
Total	$	916	$	857	$	748	$	690	$	651	$	755	$	692	$	698	$	3,211	$	2,796


Adjusted operating income ⁽¹⁾:
Transportation Solutions	$	487	$	486	$	495	$	495	$	469	$	516	$	514	$	522	$	1,963	$	2,021
Industrial Solutions		514		467		351		289		326		291		264		251		1,621		1,132
Total	$	1,001	$	953	$	846	$	784	$	795	$	807	$	778	$	773	$	3,584	$	3,153

⁽¹⁾ Adjusted operating income is a non-GAAP financial measure. See description of non-GAAP financial measures effective for fiscal 2026.

Exhibit 99.4

TE CONNECTIVITY PLC

RECONCILIATION OF NON-GAAP FINANCIAL MEASURES TO GAAP FINANCIAL MEASURES

For the Quarter Ended September 26, 2025

(UNAUDITED)


				Adjustments
				Acquisition-		Restructuring
				Related		and Other		Amortization				Adjusted
	U.S. GAAP			Charges⁽¹⁾		Charges, Net⁽¹⁾		Expense⁽¹⁾		Tax Items⁽²⁾		(Non-GAAP) ⁽³⁾

	($ in millions, except per share data)
Operating income:
Transportation Solutions	$	465		$	—	$	3	$	19	$	—	$	487
Industrial Solutions		451			10		14		39		—		514
Total	$	916		$	10	$	17	$	58	$	—	$	1,001

Operating margin		19.3	%										21.1	%

Income tax expense	$	(233)		$	(2)	$	6	$	(11)	$	31	$	(209)

Effective tax rate		26.0	%										21.3	%

Income from continuing operations	$	664		$	8	$	23	$	47	$	31	$	773

Diluted earnings per share from continuing operations	$	2.23		$	0.03	$	0.08	$	0.16	$	0.10	$	2.59

⁽¹⁾ The tax effect of each non-GAAP adjustment is calculated based on the jurisdictions in which the expense (income) is incurred and the tax laws in effect for each such jurisdiction.
⁽²⁾ Represents income tax expense of $44 million related to an increase in the valuation allowance for certain U.S. tax loss and credit carryforwards and an income tax benefit of $13 million related to the revaluation of deferred tax liabilities as a result of a decrease in the corporate tax rate in a non-U.S. jurisdiction.
⁽³⁾ See description of non-GAAP financial measures effective for fiscal 2026.

TE CONNECTIVITY PLC

RECONCILIATION OF NON-GAAP FINANCIAL MEASURES TO GAAP FINANCIAL MEASURES

For the Quarter Ended June 27, 2025

(UNAUDITED)


				Adjustments
				Acquisition-		Restructuring
				Related		and Other		Amortization		Adjusted
	U.S. GAAP			Charges⁽¹⁾		Charges, Net⁽¹⁾		Expense⁽¹⁾		(Non-GAAP) ⁽²⁾

	($ in millions, except per share data)
Operating income:
Transportation Solutions	$	462		$	—	$	7	$	17	$	486
Industrial Solutions		395			30		7		35		467
Total	$	857		$	30	$	14	$	52	$	953

Operating margin		18.9	%								21.0	%

Income tax expense	$	(208)		$	(7)	$	1	$	(11)	$	(225)

Effective tax rate		24.6	%								23.9	%

Income from continuing operations	$	638		$	23	$	15	$	41	$	717

Diluted earnings per share from continuing operations	$	2.14		$	0.08	$	0.05	$	0.14	$	2.41

⁽¹⁾ The tax effect of each non-GAAP adjustment is calculated based on the jurisdictions in which the expense (income) is incurred and the tax laws in effect for each such jurisdiction.
⁽²⁾ See description of non-GAAP financial measures effective for fiscal 2026.

TE CONNECTIVITY PLC

RECONCILIATION OF NON-GAAP FINANCIAL MEASURES TO GAAP FINANCIAL MEASURES

For the Quarter Ended March 28, 2025

(UNAUDITED)


				Adjustments
				Acquisition-		Restructuring
				Related		and Other		Amortization				Adjusted
	U.S. GAAP			Charges ⁽¹⁾		Charges, Net ⁽¹⁾		Expense ⁽¹⁾		Tax Items⁽²⁾		(Non-GAAP) ⁽³⁾

	($ in millions, except per share data)
Operating income:
Transportation Solutions	$	445		$	—	$	33	$	17	$	—	$	495
Industrial Solutions		303			12		12		24		—		351
Total	$	748		$	12	$	45	$	41	$	—	$	846

Operating margin		18.1	%										20.4	%

Income tax expense	$	(742)		$	(2)	$	(11)	$	(8)	$	574	$	(189)

Effective tax rate		98.3	%										22.2	%

Income from continuing operations	$	13		$	10	$	34	$	33	$	574	$	664

Diluted earnings per share from continuing operations	$	0.04		$	0.03	$	0.11	$	0.11	$	1.91	$	2.21

⁽¹⁾ The tax effect of each non-GAAP adjustment is calculated based on the jurisdictions in which the expense (income) is incurred and the tax laws in effect for each such jurisdiction.
⁽²⁾ Represents income tax expense related to a net increase in the valuation allowance for certain deferred tax assets associated with a ten-year tax credit obtained by a Swiss subsidiary in fiscal 2024.
⁽³⁾ See description of non-GAAP financial measures effective for fiscal 2026.

TE CONNECTIVITY PLC

RECONCILIATION OF NON-GAAP FINANCIAL MEASURES TO GAAP FINANCIAL MEASURES

For the Quarter Ended December 27, 2024

(UNAUDITED)


				Adjustments
				Acquisition-		Restructuring
				Related		and Other		Amortization				Adjusted
	U.S. GAAP			Charges ⁽¹⁾		Charges, Net ⁽¹⁾		Expense ⁽¹⁾		Tax Items⁽²⁾		(Non-GAAP) ⁽³⁾

	($ in millions, except per share data)
Operating income:
Transportation Solutions	$	446		$	—	$	32	$	17	$	—	$	495
Industrial Solutions		244			5		18		22		—		289
Total	$	690		$	5	$	50	$	39	$	—	$	784

Operating margin		18.0	%										20.4	%

Income tax expense	$	(178)		$	(1)	$	(9)	$	(7)	$	13	$	(182)

Effective tax rate		25.2	%										22.8	%

Income from continuing operations	$	528		$	4	$	41	$	32	$	13	$	618

Diluted earnings per share from continuing operations	$	1.75		$	0.01	$	0.14	$	0.11	$	0.04	$	2.05

⁽¹⁾ The tax effect of each non-GAAP adjustment is calculated based on the jurisdictions in which the expense (income) is incurred and the tax laws in effect for each such jurisdiction.
⁽²⁾ Represents income tax expense related to the revaluation of deferred tax assets as a result of a decrease in the corporate tax rate in a non-U.S. jurisdiction.
⁽³⁾See description of non-GAAP financial measures effective for fiscal 2026.

TE CONNECTIVITY PLC

RECONCILIATION OF NON-GAAP FINANCIAL MEASURES TO GAAP FINANCIAL MEASURES

For the Quarter Ended September 27, 2024

(UNAUDITED)


				Adjustments
				Acquisition-		Restructuring
				Related		and Other		Amortization				Adjusted
	U.S. GAAP			Charges ⁽¹⁾		Charges, Net⁽¹⁾		Expense ⁽¹⁾		Tax Items⁽²⁾		(Non-GAAP) ⁽³⁾

	($ in millions, except per share data)
Operating income:
Transportation Solutions	$	410		$	—	$	42	$	17	$	—	$	469
Industrial Solutions		241			5		57		23		—		326
Total	$	651		$	5	$	99	$	40	$	—	$	795

Operating margin		16.0	%										19.5	%

Income tax expense	$	(381)		$	(1)	$	(22)	$	(8)	$	238	$	(174)

Effective tax rate		58.0	%										21.7	%

Income from continuing operations	$	276		$	4	$	77	$	32	$	238	$	627

Diluted earnings per share from continuing operations	$	0.90		$	0.01	$	0.25	$	0.10	$	0.78	$	2.06

⁽¹⁾ The tax effect of each non-GAAP adjustment is calculated based on the jurisdictions in which the expense (income) is incurred and the tax laws in effect for each such jurisdiction.
⁽²⁾ Represents income tax expense related to an increase in the valuation allowance for deferred tax assets of a Swiss subsidiary.
⁽³⁾ See description of non-GAAP financial measures effective for fiscal 2026.

TE CONNECTIVITY PLC

RECONCILIATION OF NON-GAAP FINANCIAL MEASURES TO GAAP FINANCIAL MEASURES

For the Quarter Ended June 28, 2024

(UNAUDITED)


				Adjustments
				Acquisition-		Restructuring
				Related		and Other		Amortization		Adjusted
	U.S. GAAP			Charges ⁽¹⁾		Charges, Net⁽¹⁾		Expense ⁽¹⁾		(Non-GAAP) ⁽²⁾

	($ in millions, except per share data)
Operating income:
Transportation Solutions	$	506		$	—	$	(8)	$	18	$	516
Industrial Solutions		249			5		14		23		291
Total	$	755		$	5	$	6	$	41	$	807

Operating margin		19.0	%								20.3	%

Income tax expense	$	(181)		$	—	$	4	$	(8)	$	(185)

Effective tax rate		24.0	%								23.0	%

Income from continuing operations	$	573		$	5	$	10	$	33	$	621

Diluted earnings per share from continuing operations	$	1.86		$	0.02	$	0.03	$	0.11	$	2.02

⁽¹⁾ The tax effect of each non-GAAP adjustment is calculated based on the jurisdictions in which the expense (income) is incurred and the tax laws in effect for each such jurisdiction.
⁽²⁾ See description of non-GAAP financial measures effective for fiscal 2026.

TE CONNECTIVITY PLC

RECONCILIATION OF NON-GAAP FINANCIAL MEASURES TO GAAP FINANCIAL MEASURES

For the Quarter Ended March 29, 2024

(UNAUDITED)


				Adjustments
				Acquisition-		Restructuring
				Related		and Other		Amortization		Adjusted
	U.S. GAAP			Charges ⁽¹⁾		Charges, Net⁽¹⁾		Expense ⁽¹⁾		(Non-GAAP) ⁽²⁾

	($ in millions, except per share data)
Operating income:
Transportation Solutions	$	477		$	—	$	19	$	18	$	514
Industrial Solutions		215			3		21		25		264
Total	$	692		$	3	$	40	$	43	$	778

Operating margin		17.4	%								19.6	%

Income tax expense	$	(146)		$	(1)	$	(6)	$	(8)	$	(161)

Effective tax rate		21.3	%								20.8	%

Income from continuing operations	$	541		$	2	$	34	$	35	$	612

Diluted earnings per share from continuing operations	$	1.75		$	0.01	$	0.11	$	0.11	$	1.97

⁽¹⁾ The tax effect of each non-GAAP adjustment is calculated based on the jurisdictions in which the expense (income) is incurred and the tax laws in effect for each such jurisdiction.
⁽²⁾ See description of non-GAAP financial measures effective for fiscal 2026.

TE CONNECTIVITY PLC

RECONCILIATION OF NON-GAAP FINANCIAL MEASURES TO GAAP FINANCIAL MEASURES

For the Quarter Ended December 29, 2023

(UNAUDITED)


				Adjustments
				Acquisition-		Restructuring
				Related		and Other		Amortization				Adjusted
	U.S. GAAP			Charges ⁽¹⁾		Charges, Net⁽¹⁾		Expense ⁽¹⁾		Tax Items⁽²⁾		(Non-GAAP) ⁽³⁾

	($ in millions, except per share data)
Operating income:
Transportation Solutions	$	487		$	—	$	14	$	18	$	3	$	522
Industrial Solutions		211			8		7		24		1		251
Total	$	698		$	8	$	21	$	42	$	4	$	773

Operating margin		18.2	%										20.2	%

Income tax (expense) benefit	$	1,105		$	(1)	$	(5)	$	(8)	$	(1,254)	$	(163)

Effective tax rate		(158.1)	%										21.1	%

Income from continuing operations	$	1,804		$	7	$	16	$	34	$	(1,250)	$	611

Diluted earnings per share from continuing operations	$	5.76		$	0.02	$	0.05	$	0.11	$	(3.99)	$	1.95

⁽¹⁾ The tax effect of each non-GAAP adjustment is calculated based on the jurisdictions in which the expense (income) is incurred and the tax laws in effect for each such jurisdiction.
⁽²⁾ Includes an $874 million net income tax benefit associated with a ten-year tax credit obtained by a Swiss subsidiary and a $262 million income tax benefit related to the revaluation of deferred tax assets as a result of a corporate tax rate increase in Switzerland. Also includes a $118 million income tax benefit associated with the tax impacts of a legal entity restructuring with related costs of $4 million recorded in selling, general, and administrative expenses for other non-income taxes.
⁽³⁾See description of non-GAAP financial measures effective for fiscal 2026.

TE CONNECTIVITY PLC

RECONCILIATION OF NON-GAAP FINANCIAL MEASURES TO GAAP FINANCIAL MEASURES

For the Year Ended September 26, 2025

(UNAUDITED)


				Adjustments
				Acquisition-		Restructuring
				Related		and Other		Amortization				Adjusted
	U.S. GAAP			Charges⁽¹⁾		Charges, Net⁽¹⁾		Expense⁽¹⁾		Tax Items⁽²⁾		(Non-GAAP) ⁽³⁾

	($ in millions, except per share data)
Operating income:
Transportation Solutions	$	1,818		$	—	$	75	$	70	$	—	$	1,963
Industrial Solutions		1,393			57		51		120		—		1,621
Total	$	3,211		$	57	$	126	$	190	$	—	$	3,584

Operating margin		18.6	%										20.8	%

Income tax expense	$	(1,361)		$	(12)	$	(13)	$	(37)	$	618	$	(805)

Effective tax rate		42.5	%										22.5	%

Income from continuing operations	$	1,843		$	45	$	113	$	153	$	618	$	2,772

Diluted earnings per share from continuing operations	$	6.16		$	0.15	$	0.38	$	0.51	$	2.07	$	9.27

⁽¹⁾ The tax effect of each non-GAAP adjustment is calculated based on the jurisdictions in which the expense (income) is incurred and the tax laws in effect for each such jurisdiction.
⁽²⁾ Represents income tax expense of $574 million related to a net increase in the valuation allowance for certain deferred tax assets associated with a ten-year tax credit obtained by a Swiss subsidiary in fiscal 2024 as well as income tax expense of $44 million related to an increase in the valuation allowance for certain U.S. tax loss and credit carryforwards.
⁽³⁾ See description of non-GAAP financial measures effective for fiscal 2026.

TE CONNECTIVITY PLC

RECONCILIATION OF NON-GAAP FINANCIAL MEASURES TO GAAP FINANCIAL MEASURES

For the Year Ended September 27, 2024

(UNAUDITED)


				Adjustments
				Acquisition-		Restructuring
				Related		and Other		Amortization				Adjusted
	U.S. GAAP			Charges ⁽¹⁾		Charges, Net⁽¹⁾		Expense ⁽¹⁾		Tax Items⁽²⁾		(Non-GAAP) ⁽³⁾

	($ in millions, except per share data)
Operating income:
Transportation Solutions	$	1,880		$	—	$	67	$	71	$	3	$	2,021
Industrial Solutions		916			21		99		95		1		1,132
Total	$	2,796		$	21	$	166	$	166	$	4	$	3,153

Operating margin		17.6	%										19.9	%

Income tax (expense) benefit	$	397		$	(3)	$	(29)	$	(32)	$	(1,016)	$	(683)

Effective tax rate		(14.2)	%										21.7	%

Income from continuing operations	$	3,194		$	18	$	137	$	134	$	(1,012)	$	2,471

Diluted earnings per share from continuing operations	$	10.34		$	0.06	$	0.44	$	0.43	$	(3.28)	$	8.00

⁽¹⁾ The tax effect of each non-GAAP adjustment is calculated based on the jurisdictions in which the expense (income) is incurred and the tax laws in effect for each such jurisdiction.
⁽²⁾ Includes a $636 million net income tax benefit associated with a $972 million ten-year tax credit obtained by a Swiss subsidiary reduced by a $336 million valuation allowance related to the amount of the tax credit not expected to be realized. Also includes a $262 million income tax benefit related to the revaluation of deferred tax assets as a result of a corporate tax rate increase in Switzerland and a $118 million income tax benefit associated with the tax impacts of a legal entity restructuring with related costs of $4 million recorded in selling, general, and administrative expenses for other non-income taxes.
⁽³⁾ See description of non-GAAP financial measures effective for fiscal 2026.


Exhibit No.		Description

99.1		Press release issued October 29, 2025

99.2		Presentation - TE Connectivity Q4 2025 Earnings Call (October 29, 2025)

99.3		Recast segment results of TE Connectivity plc for the fiscal quarters ended September 26, 2025, June 27, 2025, March 28, 2025, December 27, 2024, September 27, 2024, June 28, 2024, March 29, 2024, and December 29, 2023 and for the fiscal years ended September 26, 2025 and September 27, 2024 (Unaudited)

99.4		Recast reconciliation of Non-GAAP Financial Measures to GAAP Financial Measures of TE Connectivity plc for the fiscal quarters ended September 26, 2025, June 27, 2025, March 28, 2025, December 27, 2024, September 27, 2024, June 28, 2024, March 29, 2024, and December 29, 2023 and for the fiscal years ended September 26, 2025 and September 27, 2024 (Unaudited)

104		Cover Page Interactive Data File (embedded within the Inline XBRL document)