TE Connectivity’s Digital Data Networks Business Now Generates More Than $3 Billion

TE Connectivity posted record fiscal 2026 sales of $19.9 billion, while its Digital Data Networks business now generates more than $3 billion and is expected to drive much of the company’s growth next year.

Net sales rose 15% on a reported basis and 12% organically. Adjusted earnings per share increased 24% to $11.52, outpacing sales growth. Orders climbed 27% to $22.2 billion. Digital Data Networks orders grew about 70%, substantially faster than the companywide rate.

Orders represent booked work, while sales capture revenue for the fiscal year. The faster pace of order growth offers a separate measure of customer demand alongside current sales. TE Connectivity makes connectors and sensors and trades on the New York Stock Exchange under the ticker TEL.

Digital Data Networks serves hyperscale AI data centers and operates within TE Connectivity’s Industrial Solutions segment. Industrial Solutions accounted for most of the company’s overall performance in fiscal 2026, with Digital Data Networks doing much of the work within the segment. Energy infrastructure, aerospace and defense, and transportation also contributed to the company’s results.

At a Baird investor event on Nov. 13, CEO Terrence Curtin projected about 12% organic revenue growth for fiscal 2027. He expects Digital Data Networks to drive most of that growth and contribute an additional $1 billion in revenue, building on its current base of more than $3 billion. Curtin pointed to continued demand across AI, energy and defense.

The company also presented AI infrastructure connectivity products at OCP Global Summit in October 2026. Its Digital Data Networks business serves hyperscale AI data centers, while the broader company’s results also reflect activity in energy infrastructure, aerospace and defense, and transportation.

TE Connectivity plans to spend more than $60 million building a facility in Henrietta, New York. The site will focus on high-density fiber-optic solutions for AI data centers and is slated to open in spring 2027.