Revenue distribution by sectors:

• Transport: approx. 55%
• Industry: approx. 30%
• Communication: approx. 15%

TOP 3 markets and their percentage shares:

• USA: approx. 35%
• China: approx. 25%
• Germany: approx. 10%

TE Connectivity plc generates the majority of its revenue from the transport sector, which is attributed to the strong demand for connectivity solutions in the automotive industry. The industrial sector also represents a significant share, particularly through applications in automation and energy technology.

Geographically, the USA is the largest market, followed by China and Germany. These markets are crucial for the company as they provide a strong industrial base and high demand for technological innovations.

Production facilities of TE Connectivity:

TE Connectivity plc is a globally operating company with production facilities in several countries worldwide.

The company operates production facilities in North America, Europe, and Asia, with a significant portion of manufacturing taking place in countries such as the USA, Germany, China, and Mexico. This geographical distribution enables TE Connectivity to efficiently respond to demand in different markets and optimize supply chains.

The locations are strategically chosen to ensure both proximity to key customers and the availability of qualified labor and technological resources.

Revenue Growth: Estimated 8-10% annually (2025 forecast)

TE Connectivity plc pursues a growth strategy that heavily focuses on innovation and expansion in high-growth markets. The company is dedicated to developing new technologies and products, particularly in the automotive, industrial, and communication sectors.

A key element of the strategy is investing in research and development to expand the product range and secure market leadership in critical segments. Additionally, TE Connectivity aims to strengthen its market position and expand into new geographic regions through strategic acquisitions.

Furthermore, the company places great emphasis on sustainability and efficiency improvements to remain competitive in the long term and meet customer requirements. This includes enhancing supply chains and implementing more environmentally friendly production processes.

Main raw materials: Copper, plastic, precious metals, fiberglass

Countries of origin:

• Copper: Chile, Peru, USA
• Plastic: China, Germany, USA
• Precious metals: South Africa, Russia, Canada
• Fiberglass: Japan, South Korea, USA

TE Connectivity plc is a leading provider of connectivity technologies and requires a variety of raw materials to manufacture its products. Copper is an essential component for electrical connections and is mainly imported from countries like Chile and Peru, which are among the world's largest copper producers.

Plastics are used for the production of casings and insulations and often come from major manufacturing countries like China and Germany. Precious metals such as gold and silver are important for specific applications in electronics and are imported from countries with significant precious metal deposits.

Fiberglass, which plays a key role in telecommunications and data transmission, is sourced from technologically advanced countries like Japan and South Korea. TE Connectivity diversifies its sources to minimize supply chain risks and ensure a consistent supply.

Market share: 20% (estimated 2025)
R&D expenses: 5.6% of revenue (2024)
Gross margin: 33% (2024)

TE Connectivity plc has a significant competitive advantage that is composed of several factors. Firstly, the company has an estimated market share of 20%, making it one of the leading providers in connectivity technology. This strong market position is supported by continuous investments in research and development, amounting to 5.6% of revenue. This enables TE Connectivity to develop innovative products and differentiate itself from the competition.

Additionally, the company benefits from a robust gross margin of 33%, indicating efficient production processes and strong pricing. This financial strength allows TE Connectivity to invest in new technologies and markets to further solidify its market position.

Overall, TE Connectivity's competitive advantage is reinforced by its innovation, market leadership, and financial stability, enabling the company to successfully compete in a challenging environment.

Institutional investor share: approx. 90% (estimated for 2025 based on historical data)

Insider trades: No significant transactions in the last year (estimated for 2025)

TE Connectivity plc has traditionally had a high proportion of institutional investors, indicating the trust of large funds and investment companies in the company's stability and growth potential. The institutional investor share typically stands at around 90%, which is also expected for 2025.

Insider transactions, such as purchases or sales of shares by executives and directors, have not been significant recently. This could suggest that management is satisfied with the current valuation of the company or does not expect any short-term changes.

Market share of TE Connectivity: Estimated 10-12% (2025)

Main competitors and their market shares:

1. Amphenol Corporation: 12-14%
2. Molex (Koch Industries): 8-10%
3. Delphi Technologies: 6-8%
4. 3M Company: 5-7%
5. Hirose Electric Co., Ltd.: 4-6%
6. Yazaki Corporation: 3-5%
7. Sumitomo Electric Industries: 3-5%
8. JAE (Japan Aviation Electronics Industry, Ltd.): 2-4%
9. Rosenberger: 2-4%
10. HARTING Technology Group: 1-3%

TE Connectivity's Economic Moat:

TE Connectivity has a significant economic moat, which is composed of several factors. Firstly, the company has strong brand recognition and an extensive product portfolio covering a wide range of applications in various industries, including automotive, industrial, telecommunications, and aerospace.

Secondly, TE Connectivity benefits from long-standing customer relationships and a global distribution network that enables the company to quickly respond to customer requirements and offer customized solutions. These factors create high switching costs for customers, reinforcing the economic moat.

Compared to its competitors, TE Connectivity has an advantage in economies of scale and innovation, supported by continuous investments in research and development. While Amphenol and Molex also hold strong market positions, TE Connectivity offers a robust competitive advantage through its diversification and technological leadership.

Overall, TE Connectivity's economic moat is considered strong, but they must continuously invest in innovation and customer retention to maintain and expand their position against competitors.

Revenue growth: 8.5% (2024) Profit growth: 10.2% (2024) R&D expenses: 5.6% of revenue (2024)

TE Connectivity plc recorded solid revenue growth of 8.5% in 2024, driven by strong demand in the automotive, industrial, and communication sectors. The company has strengthened its position through strategic partnerships and the introduction of innovative products.

The profit growth of 10.2% during the same period indicates that TE Connectivity operates efficiently and was able to improve its margins. This is particularly noteworthy given the supply chain challenges affecting many companies in the industry.

The investments in research and development, amounting to 5.6% of revenue, underscore the company's commitment to innovation and long-term growth. These investments could lead to new technologies and products that further enhance TE Connectivity's market position.

Overall, the financial performance and strategic direction of the company suggest that TE Connectivity represents an attractive investment opportunity, especially for investors interested in long-term growth.

Dividend yield: 1.7% (estimated for 2025)
Dividend history: Continuous payout for over 10 years

TE Connectivity plc regularly pays a dividend and has a long history of payouts, indicating a reliable dividend policy. The dividend yield is currently around 1.7%, which is moderate compared to the industry average.

In the past, the company has consistently increased its dividend, indicating a solid financial foundation and a stable business model. Analysts expect that TE Connectivity will continue to be able to pay its dividend and possibly increase it in the future, based on its strong market position and continuous business development.