--- title: "TE Connectivity Industry Context" description: "Industry Context for TE Connectivity (TEL)." canonical: https://www.getswoopr.com/stocks/companies/te-connectivity/industry-context/ source: "Swoopr Investment: https://www.getswoopr.com" --- **Direct answer:** This research guide covers industry context analysis for TE Connectivity Industry Context using primary SEC filings as the source of record. Each section identifies what to verify, where to find it, and why it matters to an investment decision. Figures must be confirmed against current filings before use. # TE Connectivity Industry Context ## How Does TE Connectivity plc Sit in Its SEC Industry Classification? TE Connectivity plc files under SEC standard industrial classification 5065, Wholesale-Electronic Parts & Equipment, NEC. Among the 5 companies Swoopr covers under SIC 5065, its latest reported revenue of $17.3 billion ranks 3rd. The comparison uses each company's own latest fiscal year, which can differ by up to a year across the group. | Measure | TE Connectivity plc (FY2025) | Peer reference | | --- | --- | --- | | Revenue | $17.3 billion | 3rd of 5 | | Operating margin | 18.6% | 2.6% (median of 4 peers) | | Revenue growth | +8.9% | +10.0% (median of 4 peers) | Companies of similar size in the same classification: [AVNET INC](https://www.getswoopr.com/stocks/companies/avnet-inc/) ($27.6 billion), [ARROW ELECTRONICS, INC.](https://www.getswoopr.com/stocks/companies/arrow-electronics-inc/) ($30.9 billion), [RICHARDSON ELECTRONICS, LTD.](https://www.getswoopr.com/stocks/companies/richardson-electronics-ltd/) ($229 million), [UNIVERSAL SAFETY PRODUCTS, INC.](https://www.getswoopr.com/stocks/companies/universal-safety-products-inc/) ($5 million). A classification code groups companies by how they describe their main business to the SEC, so two companies with the same code can still differ in customers, geography and cost structure. Treat the comparison as a starting point for the questions below. ## Where value can be captured The hardware chain can run from materials and EDA software through design, fabrication, manufacturing equipment, packaging, testing, system assembly, distribution, cloud or enterprise deployment, and end-market demand. Bottlenecks and pricing power can migrate across layers. For TE Connectivity, name suppliers, channels, customers and infrastructure dependencies only when a reliable source establishes the relationship. The goal is to show where the company sits, what it depends on, and where bargaining power resides. ## Industry drivers - Unit Demand: connect this driver to a disclosed KPI and to the financial statement line it influences. - Average Selling Price: connect this driver to a disclosed KPI and to the financial statement line it influences. - Design Wins: connect this driver to a disclosed KPI and to the financial statement line it influences. - Capacity Utilization: connect this driver to a disclosed KPI and to the financial statement line it influences. - Product Mix: connect this driver to a disclosed KPI and to the financial statement line it influences. - Technology-Node Transitions: connect this driver to a disclosed KPI and to the financial statement line it influences. - Inventory Normalization: connect this driver to a disclosed KPI and to the financial statement line it influences. - Capital Spending By Customers: connect this driver to a disclosed KPI and to the financial statement line it influences. ## Macro connections - Global Electronics Demand: document the transmission mechanism rather than assuming correlation. - Data-Center Spending: document the transmission mechanism rather than assuming correlation. - Industrial Production: document the transmission mechanism rather than assuming correlation. - Automotive Production: document the transmission mechanism rather than assuming correlation. - Interest Rates And Capex Budgets: document the transmission mechanism rather than assuming correlation. - Trade Policy: document the transmission mechanism rather than assuming correlation. ## Peer map A starting peer group from the current S&P 500 classification is **Accenture, Adobe Inc., Advanced Micro Devices, Akamai Technologies, Amphenol, Analog Devices**. Some may be adjacent rather than direct competitors. The latest TE Connectivity filing and credible industry sources should refine the map. ## Questions for the supply-chain map - Which inputs are scarce, concentrated, regulated, or difficult to substitute? - Which layer has the highest switching costs? - Where can capacity expand quickly, and where does it take years? - Which participants bear inventory, credit, commodity, or utilization risk? - Is TE Connectivity's advantage located in intellectual property, physical assets, licenses, distribution, brand, data, or customer integration? - Which dependency could become a bottleneck under stress? ## References The evergreen analysis above is anchored to verified index metadata and a filing-first research workflow. Time-sensitive financial figures are refreshed from the latest primary filings. - [S&P Dow Jones Indices: S&P 500](https://www.spglobal.com/spdji/en/indices/equity/sp-500/) - [SEC EDGAR company filings for TE Connectivity](https://www.sec.gov/edgar/browse/?CIK=1385157&owner=exclude&action=getcompany) - [SEC submissions JSON for CIK 1385157](https://data.sec.gov/submissions/CIK0001385157.json) **Source-review rule:** Check any statement about current revenue, margins, management, products, segment mix, guidance, market share or capital allocation against the latest 10-K, 10-Q, 8-K, proxy statement, earnings release or official investor-relations material before relying on it. **[Swoopr Editorial Team](https://www.getswoopr.com/authors/swoopr-editorial-team/)** Swoopr's editorial team produces independent investment education content reviewed for accuracy and clarity. We do not provide personalized financial advice. See our [editorial policy](https://www.getswoopr.com/legal/editorial-policy/) and [corrections policy](https://www.getswoopr.com/legal/corrections-policy/).