TE Connectivity

TEL

Market cap $66.5B

The iPhone maker leads the way for the sector in terms of dollars spent on stock buybacks. But other tech companies have reduced their share counts significantly, as well.

APH's surging sales, AI-driven momentum and strong margins give the connector maker a clear edge over TEL in the current market cycle.

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U.S. stocks settled higher on Friday, with the Dow Jones index gaining more than 1% during the session as a wave of dovish comments from Federal Reserve officials flipped market expectations toward a rate cut next month.

Is it time to start buying tech stocks again?

TEL headlines a screen of cash-rich, high-ROE stocks as investors seek stability amid volatile markets and shifting rate-cut expectations.

TE Connectivity plc ( TEL ) Analyst/Investor Day November 20, 2025 9:30 AM EST Company Participants Sujal Shah - Vice President of Investor Relations Terrence Curtin - CEO & Executive Director Shad Kroeger - President of Industrial Solutions Segment Aaron Stucki - President of Transportation Solutions Heath Mitts - CFO, Executive VP & Executive Director Conference Call Participants Jacob Levinson - Melius Research LLC Wamsi Mohan - BofA Securities, Research Division Mark Delaney - Goldman Sachs Group, Inc., Research Division Asiya Merchant - Citigroup Inc., Research Division William Stein - Truist Securities, Inc., Research Division Joseph Spak - UBS Investment Bank, Research Division Steven Fox - Fox Advisors LLC Shreyas Patil - Wolfe Research, LLC Colin Langan - Wells Fargo Securities, LLC, Research Division Guy Drummond Hardwick - Barclays Bank PLC, Research Division Michael Anastasiou - TD Cowen, Research Division Luke Junk - Robert W. Baird & Co. Incorporated, Research Division Presentation Operator Ladies and gentleman, TE Connectivity Vice President of Investor Relations, Sujal Shah.

Rising Dividend Fund A Shares (without sales charge*) posted a return of 9.70% in third quarter 2025. Leading contributors in the First Eagle Rising Dividend Fund this quarter included Alphabet Inc. Class A, Oracle Corporation, TE Connectivity Ltd., Samsung Electronics Co Ltd Pfd Non-Voting and C.H. Robinson Worldwide, Inc. The leading detractors in the quarter were Comcast Corporation Class A, Texas Instruments Incorporated, Philip Morris International Inc., Elevance Health, Inc. and Salesforce.com, Inc.

The fund underperformed its benchmark, the Russell 1000 Index, during the third quarter. Videogame producer Electronic Art's was the top contributor during the period. Elevance Health was the top underperformer over the period.

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