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泰科电子TE Connectivity(TEL)2025财年第一季度财报(10-Q)「NYSE」(英文版)(43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 December 27,2024orTRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d)OF THE SECURIT

2、IESEXCHANGE 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,Ballyb

3、rit,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 2025*TEL

4、/25New York Stock Exchange0.00%Senior Notes due 2029*TEL/29New 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 theSe

5、curities 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 ever

6、y Interactive 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 f

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1. **财务表现**:2024财年Q1净销售额38.36亿美元,同比持平;净利润5.28亿美元,同比下滑70.7%(因2023年Q1有高额税收优惠)。 2. **业务分部**: - **交通解决方案**:销售额22.43亿美元(-6.3%),运营利润4.46亿美元(-8.4%),受汽车、商用车需求下滑影响。 - **工业解决方案**:销售额15.93亿美元(+10.8%),运营利润2.44亿美元(+15.6%),受益于数字数据网络(+48.0%)和航空航天(+15.4%)增长。 3. **关键事件**: - 完成注册地从瑞士迁至爱尔兰,预计无重大财务影响。 - 收购两家企业(3.25亿美元),并启动重组计划(预计年度节省3500万美元)。 4. **现金流**:经营现金流8.78亿美元,资本支出2.05亿美元,股票回购3.10亿美元。 5. **风险提示**:全球最低税率新规可能导致瑞士子公司递延税资产减值约6亿美元。
**TE Connectivity业绩如何?** **全球税改有何影响?** **新业务结构带来什么变化?**
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