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泰科电子TE Connectivity(TEL)2025财年第二季度财报(10-Q)「NYSE」(英文版)(140页).pdf

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1、Table of ContentsUNITED STATESSECURITIES AND EXCHANGE COMMISSIONWashington,D.C.20549FORM 10-Q(Mark One)QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d)OF THE SECURITIESEXCHANGE ACT OF 1934For the Quarterly Period Ended March 28,2025orTRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d)OF THE SECURITIES

2、EXCHANGE ACT OF 1934001-33260(Commission File Number)TE CONNECTIVITY PLC(Exact name of registrant as specified in its charter)Ireland(Jurisdiction of Incorporation)98-1779916(I.R.S.Employer Identification No.)+353 91 378 040(Registrants telephone number)Parkmore Business Park West,Parkmore,Ballybrit

3、,Galway,H91VN2T,Ireland(Address and postal code of principal executive offices)Securities registered pursuant to Section 12(b)of the Act:Title of each classTrading symbolName of each exchange on which registeredOrdinary Shares,Par Value$0.01TELNew York Stock Exchange0.00%Senior Notes due 2029*TEL/29

4、New York Stock Exchange3.25%Senior Notes due 2033*TEL/33New York Stock Exchange*Issued by Tyco Electronics Group S.A.,an indirect wholly-owned subsidiary of TE Connectivity plcIndicate by check mark whether the registrant(1)has filed all reports required to be filed by Section 13 or 15(d)of theSecur

5、ities Exchange Act of 1934 during the preceding 12 months(or for such shorter period that the registrant was required to file suchreports),and(2)has been subject to such filing requirements for the past 90 days.Yes No Indicate by check mark whether the registrant has submitted electronically every I

6、nteractive Data File required to besubmitted pursuant to Rule 405 of Regulation S-T(232.405 of this chapter)during the preceding 12 months(or for such shorterperiod that the registrant was required to submit such files).Yes No Indicate by check mark whether the registrant is a large accelerated file

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1. **公司概况**:TE Connectivity plc(爱尔兰注册)是全球工业技术领导者,主营连接器和传感器解决方案,业务分为交通解决方案(Transportation Solutions)和工业解决方案(Industrial Solutions)两大板块。 2. **财务表现**: - **2025年Q2**:净销售额41.43亿美元(同比+4.4%),净利润1300万美元; - **2025年上半年**:净销售额79.79亿美元(同比+2.3%),净利润5.41亿美元。 - **毛利率**:Q2为35.2%(同比+0.8个百分点),上半年为35.3%(同比+0.8个百分点)。 3. **关键动态**: - **收购**:2025年上半年收购两家企业(合计3.21亿美元),4月以23亿美元收购Richards Manufacturing(并入工业解决方案)。 - **重组**:2025年启动重组计划(Q2费用7700万美元),优化制造 footprint 和成本结构。 - **股息**:2025年Q2每股派息0.65美元,6月将支付0.71美元/股。 4. **风险与展望**: - **汇率影响**:60%销售额以非美元计价,汇率波动拖累业绩。 - **2025年Q3指引**:净销售额预计43亿美元,稀释每股收益约2.02美元。
**TE Connectivity业绩如何?** **公司重组有何影响?** **新收购带来什么变化?**
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