TE Connectivity plc (TEL) Insider, 13F Hedge Fund & Politician Buy/Sell Thermometer

Per the Roarable RQD rating, TEL carries an RQD Score of 74 with a letter grade of B and the verdict label "Roarable Buy — Good Risk/Reward." The five pillars are:

• Fundamental Cash Engine: 17 / 20. Per the RQD rating, this reflects ROIC of 15.2% and an FCF yield of 4.97%. For a prospective investor, this is the strongest cash-generation signal in the rating, indicating the business earns a return above the figure's implied hurdle and converts a meaningful share of its market value into free cash flow.
• Whale 13F Flow: 14 / 20. Per the RQD rating, this captures institutional accumulation and options positioning. The score is moderately favorable; the underlying 13F detail is not available in source data, so the investor cannot see which holders are driving it.
• Insider Conviction: 15 / 20. Per the RQD rating, this reflects SEC Form 4 and Congressional PTR cluster flow. The score is moderately favorable; the individual transactions are not itemized in source data.
• Macro Regime Fit: 10 / 20. Per the RQD rating, this is the weakest pillar, reflecting a beta of 1.23 and sector sensitivity. For a prospective investor, the lower score signals that the stock is likely to move more than the broad market in both directions and that its performance is exposed to the macro backdrop.
• Forensic Balance Sheet: 18 / 20. Per the RQD rating, this reflects an Altman Z of 5.16, a Piotroski F of 8/9, and a Debt/Equity of 0.37. This is the strongest pillar, suggesting low financial distress risk.

Investor implications: the upside drivers are cash generation and balance-sheet strength. The valuation tradeoff is that the market data show a trailing P/E of 35 and an EV/EBITDA of 17, which are elevated multiples that leave less room for disappointment. The macro pillar is the main drag, so the rating points to a business with good fundamentals whose share price is more sensitive to market swings than its balance sheet alone would suggest.

TE Connectivity plc is a NYSE-listed issuer in the Technology sector and Electronic Components industry, per the company profile. Per the market data, the company reports a gross margin of 35.2%, an operating margin of 18.6%, and a net margin of 10.7%. The source data does not itemize its product lines, customer base, or revenue mix, so the specific products sold and the end markets served are not available in source data.

Per the SEC financials, revenue rose from $16034.0M in FY 2023 to $17262.0M in FY 2025, while net income moved from $1910.0M to $1842.0M after a FY 2024 peak of $3193.0M. Per the Roarable RQD rating, the forensic readings are an Altman Z of 5.16 and a Piotroski F of 8/9, and the Debt/Equity ratio is 0.37. Per the market data, ROIC is 15.2% and the FCF yield is 4.97%. Reported debt was $8300.1M in FY 2023, $3285.0M in FY 2024, and $4856.0M in FY 2025. EPS is listed as N/A for all reported periods in the financial source data.

The news wire contains six headlines from Yahoo Finance, all tagged to TEL, with an impact label of "MARKET WIRE" for five items and "CATALYST" for one. Their signal lights are mostly yellow, with one green:

• A report stating that the stock may be undervalued on cash flow (yellow, market wire).
• A report on a slip after strong Q4 earnings results (yellow, market wire).
• A report on a board change and an earnings test (yellow, market wire).
• A notice that the company will report fourth quarter and full year financial results on October 28, 2026 (yellow, market wire).
• A report on earnings beat hopes as a potential catalyst (green, catalyst).
• A report asking whether the stock trades at a discount to cash flow (yellow, market wire).

Risk watch items from the wire are the earnings test, the board change, and the post-earnings share slip. The butterfly supply-chain graph reports no supply chain, no butterfly links, and no proprietary signals.

Per the Butterfly Supply-Chain Graph, the supply chain is listed as NONE, with no butterfly links and no proprietary signals. Upstream and downstream dependencies, sector correlations, and second-order bottlenecks are therefore not available in source data. The investor should not infer such linkages from the sector label alone; they would need to be sourced separately.

• What are the company's product lines, customers, and end-market exposure, since the source data gives only the sector and industry labels?
• Why are EPS values listed as N/A across all three reported periods, and what is the reconciled per-share earnings figure?
• What is the composition of the insider, 13F, and Congressional activity behind the 14/20 and 15/20 pillar scores?
• How do the EPS, forward P/E, and FCF figures reconcile with the reported net income swing between FY 2024 and FY 2025?
• What is the outcome of the scheduled October 28, 2026 earnings report, and how does it relate to the board change flagged in the news wire?