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泰科电子TE Connectivity(TEL)2025财年第一季度财务业绩演示报告「NYSE」(英文版)(24页).pdf

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1、EVERY CONNECTION COUNTSTE ConnectivityFirst Quarter2025 Earnings January 22,2025Forward-Looking StatementsThis presentation contains certain forward-looking statements within the meaning of the U.S.Private Securities Litigation Reform Act of 1995.These statements are based on managements current exp

2、ectations and are subject to risks,uncertainty and changes in circumstances,which may cause actual results,performance,financial condition or achievements to differ materially from anticipated results,performance,financial condition or achievements.All statements contained herein that are not clearl

3、y historical in nature are forward-looking and the words anticipate,believe,expect,estimate,plan,and similar expressions are generally intended to identify forward-looking statements.We have no intention and are under no obligation to update or alter(and expressly disclaim any such intention or obli

4、gation to do so)our forward-looking statements whether as a result of new information,future events or otherwise,except to the extent required by law.The forward-looking statements in this presentation include statements addressing our future financial condition and operating results.Examples of fac

5、tors that could cause actual results to differ materially from those described in the forward-looking statements include,among others,the extent,severity and duration of business interruption negatively affecting our business operations;business,economic,competitive and regulatory risks,such as cond

6、itions affecting demand for products in the automotive and other industries we serve;competition and pricing pressure;fluctuations in foreign currency exchange rates and commodity prices;natural disasters and political,economic and military instability in countries in which we operate,including cont

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1. **业绩表现**:Q1销售额38.36亿美元(同比持平),调整后EPS 1.95美元(同比增6%),创纪录Q1自由现金流6.74亿美元(同比增18%)。 2. **业务亮点**:工业部门订单增长24%(AI、AD&M、能源驱动),运输部门订单疲软(商业运输传感器下滑)。 3. **利润与现金流**:调整后运营利润率19.4%(同比升30bps),股东回报5亿美元,工业领域收购3.25亿美元。 4. **Q2指引**:预计销售额39.5亿美元(同比增5%),调整后EPS 1.96美元(同比增5%),受汇率和税收拖累。 5. **非GAAP指标**:强调有机销售增长、调整后利润率及自由现金流,用于评估核心运营表现。
**AI驱动增长?** **利润率如何提升?** **现金流创新高?**
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