TE CONNECTIVITY PLC, 10-K filed on 11/10/2025
Annual Report
v3.25.3
Document and Entity Information - USD ($)
$ in Billions
12 Months Ended
Sep. 26, 2025
Nov. 06, 2025
Mar. 28, 2025
Document Type 10-K    
Document Annual Report true    
Document Period End Date Sep. 26, 2025    
Document Transition Report false    
Securities Act File Number 001-33260    
Entity Registrant Name TE CONNECTIVITY PLC    
Entity Central Index Key 0001385157    
Entity Incorporation, State or Country Code L2    
Entity Tax Identification Number 98-1779916    
Country Region +353    
City Area Code 91    
Local Phone Number 378 040    
Entity Address, Address Line One Parkmore Business Park West    
Entity Address, Address Line Two Parkmore    
Entity Address, Postal Zip Code H91VN2T    
Entity Address, City or Town Galway    
Entity Address, Country IE    
Amendment Flag false    
Current Fiscal Year End Date --09-26    
Entity Well-known Seasoned Issuer Yes    
Entity Voluntary Filers No    
Entity Current Reporting Status Yes    
Entity Interactive Data Current Yes    
Entity Filer Category Large Accelerated Filer    
Entity Small Business false    
Entity Emerging Growth Company false    
ICFR Auditor Attestation Flag true    
Document Financial Statement Error Correction [Flag] false    
Entity Shell Company false    
Entity Public Float     $ 42.2
Entity Common Stock, Shares Outstanding   294,189,246  
Document Fiscal Year Focus 2025    
Document Fiscal Period Focus FY    
Auditor Name Deloitte & Touche LLP    
Auditor Firm ID 34    
Auditor Location Philadelphia, Pennsylvania    
Ordinary Shares      
Title of 12(b) Security Ordinary Shares, Par Value $0.01    
Trading Symbol TEL    
Security Exchange Name NYSE    
2.50% euro-denominated senior notes due 2028      
Title of 12(b) Security 2.50% Senior Notes due 2028*    
Trading Symbol TEL/28    
Security Exchange Name NYSE    
0.00% Senior Notes due 2029      
Title of 12(b) Security 0.00% Senior Notes due 2029*    
Trading Symbol TEL/29    
Security Exchange Name NYSE    
3.25% euro-denominated senior notes due 2033      
Title of 12(b) Security 3.25% Senior Notes due 2033*    
Trading Symbol TEL/33    
Security Exchange Name NYSE    
v3.25.3
CONSOLIDATED STATEMENTS OF OPERATIONS - USD ($)
shares in Millions, $ in Millions
12 Months Ended
Sep. 26, 2025
Sep. 27, 2024
Sep. 29, 2023
CONSOLIDATED STATEMENTS OF OPERATIONS      
Net sales $ 17,262 $ 15,845 $ 16,034
Cost of sales 11,183 10,389 10,979
Gross margin 6,079 5,456 5,055
Selling, general, and administrative expenses 1,866 1,732 1,670
Research, development, and engineering expenses 829 741 708
Acquisition and integration costs 47 21 33
Restructuring and other charges, net 126 166 340
Operating income 3,211 2,796 2,304
Interest income 83 87 60
Interest expense (77) (70) (80)
Other expense, net (13) (16) (16)
Income from continuing operations before income taxes 3,204 2,797 2,268
Income tax (expense) benefit (1,361) 397 (364)
Income from continuing operations 1,843 3,194 1,904
Income (loss) from discontinued operations, net of income taxes (1) (1) 6
Net income $ 1,842 $ 3,193 $ 1,910
Basic earnings per share:      
Income from continuing operations (in dollars per share) $ 6.21 $ 10.4 $ 6.04
Income (loss) from discontinued operations (in dollars per share)     0.02
Net income (in dollars per share) 6.2 10.4 6.06
Diluted earnings per share:      
Income from continuing operations (in dollars per share) 6.16 10.34 6.01
Income (loss) from discontinued operations (in dollars per share)     0.02
Net income (in dollars per share) $ 6.16 $ 10.33 $ 6.03
Weighted-average number of shares outstanding:      
Basic (in shares) 297 307 315
Diluted (in shares) 299 309 317
v3.25.3
CONSOLIDATED STATEMENTS OF COMPREHENSIVE INCOME - USD ($)
$ in Millions
12 Months Ended
Sep. 26, 2025
Sep. 27, 2024
Sep. 29, 2023
CONSOLIDATED STATEMENTS OF COMPREHENSIVE INCOME      
Net income $ 1,842 $ 3,193 $ 1,910
Other comprehensive income:      
Currency translation (46) 131 261
Adjustments to unrecognized pension and postretirement benefit costs, net of income taxes 33 (37) 20
Gains on cash flow hedges, net of income taxes 21 76 65
Other comprehensive income 8 170 346
Comprehensive income 1,850 3,363 2,256
Less: comprehensive income attributable to noncontrolling interests (7) (7) (9)
Comprehensive income attributable to TE Connectivity plc $ 1,843 $ 3,356 $ 2,247
v3.25.3
CONSOLIDATED BALANCE SHEETS - USD ($)
$ in Millions
Sep. 26, 2025
Sep. 27, 2024
Current assets:    
Cash and cash equivalents $ 1,255 $ 1,319
Accounts receivable, net of allowance for doubtful accounts of $44 and $32, respectively 3,403 3,055
Inventories 2,699 2,517
Prepaid expenses and other current assets 609 740
Total current assets 7,966 7,631
Property, plant, and equipment, net 4,312 3,903
Goodwill 7,126 5,801
Intangible assets, net 2,227 1,174
Deferred income taxes 2,507 3,497
Other assets 943 848
Total assets 25,081 22,854
Current liabilities:    
Short-term debt 852 871
Accounts payable 2,021 1,728
Accrued and other current liabilities 2,247 2,147
Total current liabilities 5,120 4,746
Long-term debt 4,842 3,332
Long-term pension and postretirement liabilities 767 810
Deferred income taxes 198 199
Income taxes 414 411
Other liabilities 1,010 870
Total liabilities 12,351 10,368
Commitments and contingencies (Note 12)
Redeemable noncontrolling interests 145 131
Shareholders' equity:    
Preferred shares, $1.00 par value, 2 shares authorized, none outstanding as of September 26, 2025
Ordinary/Common shares 3 139
Accumulated earnings 13,932 14,533
Ordinary shares and common shares held in treasury, at cost, 8,330,931 and 16,656,681 shares, respectively (1,356) (2,322)
Accumulated other comprehensive income 6 5
Total shareholders' equity 12,585 12,355
Total liabilities, redeemable noncontrolling interests, and shareholders' equity 25,081 22,854
Ordinary class A    
Shareholders' equity:    
Ordinary/Common shares
v3.25.3
CONSOLIDATED BALANCE SHEETS (Parenthetical)
$ in Millions
Sep. 26, 2025
USD ($)
$ / shares
shares
Sep. 27, 2024
USD ($)
shares
Accounts receivable, allowance for doubtful accounts (in dollars) | $ $ 44 $ 32
Preferred shares, par value (in currency per share) | $ / shares $ 1  
Preferred shares, shares authorized 2  
Preferred shares, shares outstanding 0  
Ordinary shares, par value (in currency per share) | (per share) $ 0.01  
Ordinary shares, shares authorized 1,500,000,000 316,574,781
Ordinary shares, shares issued 302,889,075 316,574,781
Ordinary shares and common shares held in treasury 8,330,931 16,656,681
Ordinary class A    
Ordinary shares, shares authorized 25,000  
Ordinary shares, shares outstanding 0  
v3.25.3
CONSOLIDATED STATEMENTS OF SHAREHOLDERS' EQUITY - USD ($)
$ in Millions
Common/Ordinary Shares
Common/Ordinary Shares Held in Treasury
Contributed Surplus
Accumulated Earnings
Accumulated Other Comprehensive Income (Loss)
Total
Balance at Sep. 30, 2022 $ 146 $ (1,681)   $ 12,832 $ (495) $ 10,802
Balance (in shares) at Sep. 30, 2022 331,000,000          
Ordinary Shares Held in Treasury (in shares) at Sep. 30, 2022   13,000,000        
Increase (Decrease) in Shareholders' Equity:            
Cancellation of treasury shares $ (4) $ 1,095   (1,091)    
Cancellation of treasury shares (in shares) (9,000,000) 9,000,000       8,500,000
Net income       1,910   $ 1,910
Other comprehensive income         337 337
Share-based compensation expense     $ 123     123
Dividends       (737)   (737)
Exercise of share options   $ 43       43
Exercise of share options (in shares)   1,000,000        
Restricted share award vestings and other activity   $ 109 (123) 33   19
Restricted share award vestings and other activity (in shares)   1,000,000        
Repurchase of ordinary/common shares   $ (946)       (946)
Repurchase of ordinary/common shares (in shares)   (8,000,000)        
Balance at Sep. 29, 2023 $ 142 $ (1,380)   12,947 (158) $ 11,551
Ordinary Shares Held in Treasury (in shares) at Sep. 29, 2023   10,000,000        
Balance (in shares) at Sep. 29, 2023 322,000,000          
Increase (Decrease) in Shareholders' Equity:            
Cancellation of treasury shares $ (3) $ 747   (744)    
Cancellation of treasury shares (in shares) (6,000,000) 6,000,000       6,000,000
Net income       3,193   $ 3,193
Other comprehensive income         163 163
Share-based compensation expense     127     127
Dividends       (782)   (782)
Exercise of share options   $ 89       89
Exercise of share options (in shares)   1,000,000        
Restricted share award vestings and other activity   $ 213 (127) (81)   5
Repurchase of ordinary/common shares   $ (1,991)       (1,991)
Repurchase of ordinary/common shares (in shares)   (14,000,000)        
Balance at Sep. 27, 2024 $ 139 $ (2,322)   14,533 5 $ 12,355
Ordinary Shares Held in Treasury (in shares) at Sep. 27, 2024   17,000,000       (16,656,681)
Balance (in shares) at Sep. 27, 2024 316,000,000          
Increase (Decrease) in Shareholders' Equity:            
Change in place of incorporation $ (136)     136    
Cancellation of treasury shares   $ 2,322   (2,322)    
Cancellation of treasury shares (in shares) (17,000,000) 17,000,000        
Net income       1,842   $ 1,842
Other comprehensive income         1 1
Share-based compensation expense     149     149
Dividends       (628)   (628)
Exercise of share options     182     182
Exercise of share options (in shares) 2,000,000          
Restricted share award vestings and other activity     $ (331) 371   40
Restricted share award vestings and other activity (in shares) 2,000,000          
Repurchase of ordinary/common shares   $ (1,356)       (1,356)
Repurchase of ordinary/common shares (in shares)   (8,000,000)        
Balance at Sep. 26, 2025 $ 3 $ (1,356)   $ 13,932 $ 6 $ 12,585
Ordinary Shares Held in Treasury (in shares) at Sep. 26, 2025   8,000,000       (8,330,931)
Balance (in shares) at Sep. 26, 2025 303,000,000          
v3.25.3
CONSOLIDATED STATEMENTS OF CASH FLOWS - USD ($)
$ in Millions
12 Months Ended
Sep. 26, 2025
Sep. 27, 2024
Sep. 29, 2023
Cash flows from operating activities:      
Net income $ 1,842 $ 3,193 $ 1,910
(Income) loss from discontinued operations, net of income taxes 1 1 (6)
Income from continuing operations 1,843 3,194 1,904
Adjustments to reconcile income from continuing operations to net cash provided by operating activities:      
Depreciation and amortization 838 826 794
Deferred income taxes 938 (789) (77)
Non-cash lease cost 145 134 129
Provision for losses on accounts receivable and inventories 58 57 76
Share-based compensation expense 149 127 123
Impairment of held for sale businesses     74
Other 80 71 101
Changes in assets and liabilities, net of the effects of acquisitions and divestitures:      
Accounts receivable, net (341) (134) (146)
Inventories (160) (30) (45)
Prepaid expenses and other current assets 91 25 17
Accounts payable 290 159 (1)
Accrued and other current liabilities (35) (165) 21
Income taxes 147 (83) 17
Other 96 85 145
Net cash provided by operating activities 4,139 3,477 3,132
Cash flows from investing activities:      
Capital expenditures (936) (680) (732)
Proceeds from sale of property, plant, and equipment 11 16 4
Acquisition of businesses, net of cash acquired (2,628) (339) (110)
Proceeds from divestiture of business, net of cash retained by business sold   59 48
Other (15) (6) 22
Net cash used in investing activities (3,568) (950) (768)
Cash flows from financing activities:      
Net decrease in commercial paper (255) (75) (40)
Proceeds from issuance of debt 2,231 348 499
Repayment of debt (580) (352) (591)
Proceeds from exercise of share options 182 89 43
Repurchase of ordinary/common shares (1,347) (2,062) (945)
Payment of ordinary/common share dividends to shareholders (803) (760) (725)
Other (57) (57) (34)
Net cash used in financing activities (629) (2,869) (1,793)
Effect of currency translation on cash (6)   2
Net increase (decrease) in cash, cash equivalents, and restricted cash (64) (342) 573
Cash, cash equivalents, and restricted cash at beginning of fiscal year 1,319 1,661 1,088
Cash, cash equivalents, and restricted cash at end of fiscal year 1,255 1,319 1,661
Supplemental cash flow information:      
Interest paid on debt, net 34 64 75
Income taxes paid, net of refunds $ 276 $ 475 $ 425
v3.25.3
Basis of Presentation
12 Months Ended
Sep. 26, 2025
Basis of Presentation  
Basis of Presentation

1. Basis of Presentation

The Consolidated Financial Statements reflect the consolidated operations of TE Connectivity plc and its subsidiaries and have been prepared in United States (“U.S.”) dollars in accordance with accounting principles generally accepted in the U.S. (“GAAP”).

Description of the Business

TE Connectivity plc (“TE Connectivity” or the “Company,” which may be referred to as “we,” “us,” or “our”) is a global industrial technology leader creating a safer, sustainable, productive, and connected future. As a trusted innovation partner, our broad range of connectivity and sensor solutions enable the distribution of power, signal, and data to advance next-generation transportation, energy networks, automated factories, data centers enabling artificial intelligence, and more.

We operate through two reportable segments:

Transportation Solutions—The Transportation Solutions segment is a leader in connectivity and sensor technologies. Our products, which must withstand harsh conditions, are used in the automotive, commercial transportation, and sensors markets.
Industrial Solutions—The Industrial Solutions segment is a leading supplier of products that connect and distribute power, data, and signals. Our products are used in the digital data networks; automation and connected living; aerospace, defense, and marine; energy; and medical markets.

See Note 20 for additional information regarding our segments and new segment structure.

Use of Estimates

The preparation of the Consolidated Financial Statements in conformity with GAAP requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities, the disclosure of contingent assets and liabilities, and the reported amounts of revenues and expenses. Actual results could differ from these estimates.

Fiscal Year

We have a 52- or 53-week fiscal year that ends on the last Friday of September. Fiscal 2025, 2024, and 2023 ended on September 26, 2025, September 27, 2024, and September 29, 2023, respectively. Fiscal 2025, 2024, and 2023 were each 52 weeks in length. For fiscal years in which there are 53 weeks, the fourth fiscal quarter includes 14 weeks, with the next occurrence taking place in fiscal 2028.

Change in Place of Incorporation

During fiscal 2024, our board of directors and shareholders approved a change in our jurisdiction of incorporation from Switzerland to Ireland. In connection with the change, TE Connectivity Ltd., our former parent entity, entered into a merger agreement with TE Connectivity plc, its then wholly-owned subsidiary and a public limited company incorporated under Irish law. Under the merger agreement, TE Connectivity Ltd. merged with and into TE Connectivity plc, which was the surviving entity, in order to effect our change in jurisdiction of incorporation from Switzerland to Ireland. The merger was completed on September 30, 2024, thereby changing our jurisdiction of incorporation from Switzerland to Ireland. Shareholders received one ordinary share of TE Connectivity plc for each common share of TE Connectivity Ltd. held immediately prior to the merger. Effective for fiscal 2025, we are organized under the laws of Ireland. We have not had and do not anticipate any material changes in our operations or financial results as a result of the merger and change in place of incorporation.

v3.25.3
Summary of Significant Accounting Policies
12 Months Ended
Sep. 26, 2025
Summary of Significant Accounting Policies  
Summary of Significant Accounting Policies

2. Summary of Significant Accounting Policies

Principles of Consolidation

We consolidate entities in which we own or control more than 50% of the voting shares or otherwise control through similar rights. All intercompany transactions have been eliminated. The results of companies acquired or disposed of are included on the Consolidated Financial Statements from the effective date of acquisition or up to the date of disposal.

Revenue Recognition

We account for revenue in accordance with Accounting Standards Codification (“ASC”) 606, Revenue from Contracts with Customers, which is a single, comprehensive, five-step revenue recognition model. Our revenues are generated principally from the sale of our products. Revenue is recognized as performance obligations under the terms of a contract, such as a purchase order with a customer, are satisfied; generally this occurs with the transfer of control. We transfer control and recognize revenue when we ship product to our customers, the customers accept and have legal title for the product, and we have a right to payment for such product. Revenue is measured as the amount of consideration that we expect to receive in exchange for those products and excludes taxes assessed by governmental authorities and collected from customers concurrent with the sale of products. Shipping and handling costs are treated as fulfillment costs and are included in cost of sales. Since we typically invoice our customers when we satisfy our performance obligations, we do not have material contract assets or contract liabilities. Our credit terms are customary and do not contain significant financing components that extend beyond one year of fulfillment of performance obligations. We apply the practical expedient of ASC 606 with respect to financing components and do not evaluate contracts in which payment is due within one year of satisfaction of the related performance obligation. Since our performance obligations to deliver products are part of contracts that generally have original durations of one year or less, we have elected to use the optional exemption to not disclose the aggregate amount of transaction prices associated with unsatisfied or partially satisfied performance obligations. See Note 20 for net sales disaggregated by industry end market and geographic region which is summarized by segment and that we consider meaningful to depict the nature, amount, timing, and uncertainty of revenue and cash flows affected by economic factors.

Our standard terms of sale generally warrant that our products will conform to our, or mutually agreed to, specifications and that our products will be free from material defects in materials and workmanship for a limited time. In certain instances, we may sell products to customers under terms other than our standard terms. We do not account for warranties as separate performance obligations. Amounts accrued for warranty claims were $28 million and $34 million at fiscal year end 2025 and 2024, respectively.

Although products are generally sold at fixed prices, certain distributors and customers receive incentives or awards, such as sales rebates, return allowances, scrap allowances, and other rights, which are accounted for as variable consideration. We estimate these amounts in the same period revenue is recognized based on the expected value to be provided to customers and reduce revenue accordingly. Our estimates of variable consideration and ultimate determination of the estimated amounts to include in the transaction price are based primarily on our assessment of anticipated performance and historical and forecasted information that is reasonably available to us.

Inventories

Inventories are recorded at the lower of cost or net realizable value using the first-in, first-out cost method.

Property, Plant, and Equipment, Net

Property, plant, and equipment is recorded at cost less accumulated depreciation. Maintenance and repair expenditures are charged to expense when incurred. Depreciation is calculated using the straight-line method over the estimated useful lives of the assets, which are 10 to 20 years for land improvements, 5 to 40 years for buildings and improvements, and 1 to 15 years for machinery and equipment.

We periodically evaluate, when events and circumstances warrant, the net realizable value of property, plant, and equipment and other long-lived assets, relying on several factors including operating results, business plans, economic projections, and anticipated future cash flows. When indicators of potential impairment are present, the carrying values of the asset group are evaluated in relation to the operating performance and estimated future undiscounted cash flows of the underlying asset group. Impairment of the carrying value is recognized whenever anticipated future undiscounted cash flow estimates are less than the carrying value of the asset. Fair value estimates are based on assumptions concerning the amount and timing of estimated future cash flows and discount rates, reflecting varying degrees of perceived risk.

Goodwill and Other Intangible Assets

We account for goodwill and other intangible assets in accordance with ASC 350, Intangibles—Goodwill and Other.

Intangible assets include both indeterminable-lived residual goodwill and determinable-lived identifiable intangible assets. Intangible assets with determinable lives primarily include customer relationships and intellectual property, consisting of patents, trademarks, and unpatented technology. Recoverability estimates range from 1 to 50 years and costs are generally amortized on a straight-line basis. Evaluations of the remaining useful lives of determinable-lived intangible assets are performed on a periodic basis and when events and circumstances warrant.

At fiscal year end 2025, we had four reporting units, all of which contained goodwill. There were two reporting units in both the Transportation Solutions and Industrial Solutions segments. When changes occur in the composition of one or more reporting units, goodwill is reassigned to the reporting units affected based on their relative fair values.

Goodwill impairment is evaluated by comparing the carrying value of each reporting unit to its fair value on the first day of the fourth fiscal quarter of each year or more frequently if events or changes in circumstances indicate that the asset may be impaired. In assessing a potential impairment, management relies on several reporting unit-specific factors including operating results, business plans, economic projections, anticipated future cash flows, transactions, and marketplace data. There are inherent uncertainties related to these factors and management’s judgment in applying these factors to the impairment analysis.

When testing for goodwill impairment, we identify potential impairment by comparing the fair value of a reporting unit with its carrying amount. If the carrying amount of a reporting unit exceeds its fair value, a goodwill impairment charge will be recorded for the amount of the excess, limited to the total amount of goodwill allocated to the reporting unit.

Fair value estimates used in the goodwill impairment tests are calculated using an income approach based on the present value of future cash flows of each reporting unit. The income approach is supported by a guideline analysis (a market approach). These approaches incorporate several assumptions including future growth rates, discount rates, income tax rates, and market activity in assessing fair value and are reporting unit specific. Changes in economic and operating conditions impacting these assumptions could result in goodwill impairments in future periods.

Research and Development

Research and development expenditures are expensed when incurred and are included in research, development, and engineering expenses on the Consolidated Statements of Operations. Research and development expenses include salaries, direct costs incurred, and building and overhead expenses. The amounts expensed in fiscal 2025, 2024, and 2023 were $699 million, $621 million, and $593 million, respectively.

Income Taxes

Income taxes are computed in accordance with the provisions of ASC 740, Income Taxes. Deferred tax liabilities and assets are recognized for the expected future tax consequences of events that have been reflected on the Consolidated Financial Statements. Deferred tax liabilities and assets are determined based on the differences between the book and tax bases of particular assets and liabilities and operating loss carryforwards using tax rates in effect for the years in which the differences are expected to reverse. A valuation allowance is provided to offset deferred tax assets if, based upon the available evidence, it is more likely than not that some or all of the deferred tax assets will not be realized.

The calculation of our tax liabilities includes estimates for uncertainties in the application of complex tax regulations across multiple global jurisdictions where we conduct our operations. Under the uncertain tax position provisions of ASC 740, we recognize liabilities for tax and related interest for issues in tax jurisdictions based on our estimate of whether, and the extent to which, additional taxes and related interest will be due. These tax liabilities and related interest are reflected net of the impact of related tax loss carryforwards, as such tax loss carryforwards will be applied against these tax liabilities and will reduce the amount of cash tax payments due upon the eventual settlement with the tax authorities. These estimates may change due to changing facts and circumstances. Due to the complexity of these uncertainties, the ultimate resolution may result in a settlement that differs from our current estimate of the tax liabilities and related interest.

Financial Instruments

Our financial instruments consist primarily of cash and cash equivalents, accounts receivable, accounts payable, debt, and derivative financial instruments.

We account for derivative financial instrument contracts on the Consolidated Balance Sheets at fair value. For instruments not designated as hedges under ASC 815, Derivatives and Hedging, the changes in the instruments’ fair value are recognized currently in earnings. For instruments designated as cash flow hedges, the effective portion of changes in the fair value of a derivative is recorded in other comprehensive income (loss) and reclassified into earnings in the same period or periods during which the underlying hedged item affects earnings. Amounts excluded from the hedging relationship are recognized currently in earnings. Changes in the fair value of instruments designated as fair value hedges affect the carrying value of the asset or liability hedged, with changes in both the derivative instrument and the hedged asset or liability being recognized currently in earnings. Changes in the fair value of instruments designated as hedges of net investment are recorded in currency translation, a component of accumulated other comprehensive income (loss).

We determine the fair value of our financial instruments using methods and assumptions that are based on market conditions and risks existing at each balance sheet date. Standard market conventions are used to determine the fair value of financial instruments, including derivatives.

The cash flows related to derivative financial instruments are reported in the operating activities section of the Consolidated Statements of Cash Flows.

Our derivative financial instruments present certain market and counterparty risks. Concentration of counterparty risk is mitigated, however, by our use of financial institutions worldwide, substantially all of which have long-term S&P, Moody’s, and/or Fitch credit ratings of A/A2 or higher. In addition, we utilize only conventional derivative financial instruments. We are exposed to potential losses if a counterparty fails to perform according to the terms of its agreement. With respect to counterparty net asset positions recognized at fiscal year end 2025, we have assessed the likelihood of counterparty default as remote. We currently provide guarantees from a wholly-owned subsidiary to the counterparties to our commodity swap derivatives. The likelihood of performance on the guarantees has been assessed as remote. For all other derivative financial instruments, we are not required to provide, nor do we require counterparties to provide, collateral or other security.

Fair Value Measurements

ASC 820, Fair Value Measurements and Disclosures, specifies a fair value hierarchy based upon the observable inputs utilized in valuation of certain assets and liabilities. Observable inputs (highest level) reflect market data obtained from independent sources, while unobservable inputs (lowest level) reflect internally developed market assumptions. Fair value measurements are classified under the following hierarchy:

Level 1—Quoted prices in active markets for identical assets and liabilities.
Level 2—Quoted prices in active markets for similar assets and liabilities, or other inputs that are observable for the asset or liability, either directly or indirectly, for substantially the full term of the asset or liability.
Level 3—Unobservable inputs that are supported by little or no market activity and that are significant to the fair value of the assets and liabilities. This includes certain pricing models, discounted cash flows methodologies, and similar techniques that use significant unobservable inputs.

Derivative financial instruments measured at fair value on a recurring basis are generally valued using level 2 inputs.

Financial instruments other than derivative instruments include cash and cash equivalents, accounts receivable, accounts payable, and debt. These instruments are recorded on the Consolidated Balance Sheets at book value. For cash and cash equivalents, accounts receivable, and accounts payable, we believe book value approximates fair value due to the short-term nature of these instruments. See Note 10 for disclosure of the fair value of debt. The following is a description of the valuation methodologies used for the respective financial instruments:

Cash and cash equivalents—Cash and cash equivalents are valued at book value, which we consider to be equivalent to unadjusted quoted prices (level 1).
Accounts receivable—Accounts receivable are valued based on the net value expected to be realized. The net realizable value generally represents an observable contractual agreement (level 2).
Accounts payable—Accounts payable are valued based on the net value expected to be paid, generally supported by an observable contractual agreement (level 2).
Debt—The fair value of debt, including both current and non-current maturities, is derived from quoted market prices or other pricing determinations based on the results of market approach valuation models using observable market data such as recently reported trades, bid and offer information, and benchmark securities (level 2).

Pension Plans

The funded status of our defined benefit pension plans is recognized on the Consolidated Balance Sheets and is measured as the difference between the fair value of plan assets and the projected benefit obligation at the measurement date. The projected benefit obligation represents the actuarial present value of benefits projected to be paid upon retirement factoring in estimated future compensation levels. The fair value of plan assets represents the current market value of cumulative company and participant contributions made to irrevocable trust funds, held for the sole benefit of participants, which are invested by the trustees of the funds. The benefits under our defined benefit pension plans are based on various factors, such as years of service and compensation.

Net periodic pension benefit cost is based on the utilization of the projected unit credit method of calculation and is charged to earnings on a systematic basis over the expected average remaining service lives of current participants, or, for inactive plans, over the remaining life expectancy of participants.

The measurement of benefit obligations and net periodic benefit cost is based on estimates and assumptions determined by our management. These valuations reflect the terms of the plans and use participant-specific information such as compensation, age, and years of service, as well as certain assumptions, including estimates of discount rates, expected returns on plan assets, rates of compensation increases, interest crediting rates, and mortality rates.

Share-Based Compensation

We determine the fair value of share awards on the date of grant. Share options are valued using the Black-Scholes-Merton valuation model; restricted share awards and performance awards are valued using our end-of-day share price on the date of grant. The fair value is expensed ratably over the expected service period, with an allowance made for estimated forfeitures based on historical employee activity. Estimates regarding the attainment of performance criteria are reviewed periodically; the cumulative impact of a change in estimate regarding the attainment of performance criteria is recorded in the period in which that change is made.

Earnings Per Share

Basic earnings per share is computed by dividing net income by the basic weighted-average number of ordinary shares outstanding. Diluted earnings per share is computed by dividing net income by the weighted-average number of ordinary shares outstanding adjusted for the potentially dilutive impact of share-based compensation arrangements.

Leases

We account for leases in accordance with ASC 842, Leases. We have facility, land, vehicle, and equipment leases that expire at various dates. We determine if a contract qualifies as a lease at inception. A contract is or contains a lease if it conveys the right to control the use of an identified asset for a period of time in exchange for consideration. The right to control the use of an asset includes the right to obtain substantially all of the economic benefits of the identified asset and the right to direct the use of the identified asset.

Lease right-of-use (“ROU”) assets and lease liabilities are recognized at the commencement date of the lease based on the present value of remaining lease payments over the lease term. Lease ROU assets represent our right to use the underlying assets for the lease term and lease liabilities represent the obligation to make lease payments arising from the leases. We do not recognize ROU assets or lease liabilities that arise from short-term leases. Since our lease contracts do not contain a readily determinable implicit rate, we determine a fully-collateralized incremental borrowing rate that reflects a similar term to the lease and the economic environment of the applicable country or region in which the asset is leased.

We have elected to account for fixed lease and non-lease components in our real estate leases as a single lease component; other leases generally do not contain non-lease components. The non-lease components in our real estate leases include logistics services, warehousing, and other operational costs. Many of these costs are variable, fluctuating based on services provided, such as pallets shipped in and out of a location or square footage of space occupied. These costs, and any other variable rental costs, are excluded from our ROU assets and lease liabilities and are expensed as incurred. Some of our leases may include options to either renew or early terminate the lease. The exercise of these options is generally at our sole discretion and would only occur if there is an economic, financial, or business reason to do so. Such options are included in the lease term if we determine it is reasonably certain they will be exercised.

Currency Translation

For our non-U.S. dollar functional currency subsidiaries, assets and liabilities are translated into U.S. dollars using fiscal year end exchange rates. Sales and expenses are translated at average monthly exchange rates. Foreign currency translation gains and losses are included as a component of accumulated other comprehensive income (loss) within equity. Gains and losses resulting from foreign currency transactions are included in earnings.

Restructuring Charges

Restructuring activities involve employee-related termination costs, facility exit costs, and asset impairments resulting from reductions-in-force, migration of facilities or product lines from higher-cost to lower-cost countries, or consolidation of facilities within countries. We recognize termination costs based on requirements established by severance policy, government law, or previous actions. Facility exit costs generally reflect the accelerated rent expense for ROU assets, expected lease termination costs, or costs that will continue to be incurred under the facility lease without future economic benefit to us. Restructuring activities often result in the disposal or abandonment of assets that require an acceleration of depreciation or impairment reflecting the excess of the assets’ carrying values over fair value.

The recognition of restructuring costs require that we make certain judgments and estimates regarding the nature, timing, and amount of costs associated with the planned exit activity. To the extent our actual results differ from our estimates and assumptions, we may be required to revise the estimated liabilities, requiring the recognition of additional restructuring costs or the reduction of liabilities already recognized. At the end of each reporting period, we evaluate the

remaining accrued balances to ensure these balances are properly stated and the utilization of the reserves are for their intended purpose in accordance with developed exit plans.

Contingent Liabilities

We record a loss contingency when the available information indicates it is probable that we have incurred a liability and the amount of the loss is reasonably estimable. When a range of possible losses with equal likelihood exists, we record the low end of the range. The likelihood of a loss with respect to a particular contingency is often difficult to predict, and determining a meaningful estimate of the loss or a range of loss may not be practicable based on information available. In addition, it is not uncommon for such matters to be resolved over many years, during which time relevant developments and new information must continuously be evaluated to determine whether a loss is probable and a reasonable estimate of that loss can be made. When a loss is probable but a reasonable estimate cannot be made, or when a loss is at least reasonably possible, disclosure is provided.

Recently Issued Accounting Pronouncements

In September 2025, the Financial Accounting Standards Board (“FASB”) issued Accounting Standards Update (“ASU”) No. 2025-06, Intangibles—Goodwill and Other—Internal-Use Software (Subtopic 350-40): Targeted Improvements to the Accounting for Internal-Use Software, to simplify accounting for internal-use software costs. The update will allow for capitalization of costs when management authorizes and commits to funding a project and it is probable that the project will be completed and the software will be used as intended. The amendments are effective for us in fiscal 2029; however, early adoption is permitted. We are currently assessing the impact that adoption will have on our Consolidated Financial Statements.

In November 2024, the FASB issued ASU No. 2024-03, Income Statement—Reporting Comprehensive Income—Expense Disaggregation Disclosures (Subtopic 220-40): Disaggregation of Income Statement Expenses, to improve disclosures about the nature of expenses in commonly presented financial statement captions. The amendments are effective for our fiscal 2028 Annual Report and subsequent interim periods; however, early adoption is permitted. The amendments can be applied either prospectively or retrospectively to all periods presented in the financial statements. We are currently assessing the impact that adoption will have on our Consolidated Financial Statements.

In March 2024, the U.S. Securities and Exchange Commission (“SEC”) issued its final climate disclosure rules, The Enhancement and Standardization of Climate-Related Disclosures for Investors, which require all registrants to provide certain climate-related information in their registration statements and annual reports. The rules require disclosure of, among other things, material climate-related risks, activities to mitigate or adapt to such risks, governance and oversight of such risks, material climate targets and goals, and Scope 1 and/or Scope 2 greenhouse gas emissions, on a phased-in basis, when those emissions are material. In addition, the final rules require certain disclosures in the notes to the financial statements, including the effects of severe weather events and other natural conditions. The rules are effective for us on a phased-in timeline starting in fiscal 2026; however, in April 2024, the SEC issued an order to voluntarily stay its final climate rules. We continue to monitor developments pertaining to the rules and any potential impacts on our Consolidated Financial Statements.

In December 2023, the FASB issued ASU No. 2023-09, Income Taxes (Topic 740): Improvements to Income Tax Disclosures, to enhance the transparency and decision usefulness of income tax disclosures through improvements to disclosures related primarily to the rate reconciliation and income taxes paid information. The amendments are effective for us in fiscal 2026. We are currently assessing the impact that adoption will have on our Consolidated Financial Statements.

Recently Adopted Accounting Pronouncement

In November 2023, the FASB issued ASU No. 2023-07, Segment Reporting (Topic 280): Improvements to Reportable Segment Disclosures, which updates reportable segment disclosure requirements primarily through enhanced disclosures about significant segment expenses. We adopted this update, on a retrospective basis, for our fiscal 2025 Annual Report. Adoption did not have a material impact on our Consolidated Financial Statements. See Note 20 for additional information regarding our reportable segments.

v3.25.3
Restructuring and Other Charges, Net
12 Months Ended
Sep. 26, 2025
Restructuring and Other Charges, Net  
Restructuring and Other Charges, Net

3. Restructuring and Other Charges, Net

Net restructuring and other charges consisted of the following:

Fiscal

    

2025

    

2024

    

2023

    

(in millions)

Restructuring charges, net

$

113

$

144

$

260

(Gain) loss on divestitures and impairment of held for sale business, net

(1)

(10)

77

Costs related to change in place of incorporation

11

20

Other charges, net

 

3

 

12

 

3

Restructuring and other charges, net

$

126

$

166

$

340

Restructuring Charges, Net

Net restructuring charges by segment were as follows:

Fiscal

    

2025

    

2024

    

2023

    

(in millions)

Transportation Solutions

$

69

$

62

$

145

Industrial Solutions

 

44

 

82

 

115

Restructuring charges, net

$

113

$

144

$

260

Activity in our restructuring reserves was as follows:

Balance at

Balance at

  

Beginning

Currency

End

of Fiscal

Changes in

Cash

Non-Cash

Translation

of Fiscal

    

Year

    

Charges

    

Estimate

    

Payments

    

Items

    

and Other

    

Year

    

(in millions)

Fiscal 2025 Activity:

Fiscal 2025 Actions:

Employee severance

$

$

93

$

$

(24)

$

$

6

$

75

Property, plant, and equipment

3

(3)

Total

96

(24)

(3)

6

75

Fiscal 2024 Actions:

Employee severance

72

2

(4)

(42)

28

Property, plant, and equipment

1

2

(3)

Total

72

3

(2)

(42)

(3)

28

Fiscal 2023 Actions:

Employee severance

116

2

(25)

(52)

(1)

40

Facility and other exit costs

2

(4)

2

Total

116

4

(25)

(56)

1

40

Pre-Fiscal 2023 Actions:

Employee severance

70

9

26

(73)

(2)

30

Facility and other exit costs

15

6

(4)

(12)

(1)

4

Total

85

15

22

(85)

(3)

34

Total fiscal 2025 activity

$

273

$

118

$

(5)

$

(207)

$

(6)

$

4

$

177

Fiscal 2024 Activity:

Fiscal 2024 Actions:

Employee severance

$

$

79

$

$

(9)

$

$

2

$

72

Property, plant, and equipment

7

(7)

Total

86

(9)

(7)

2

72

Fiscal 2023 Actions:

Employee severance

187

18

(16)

(79)

6

116

Facility and other exit costs

2

7

(9)

Property, plant, and equipment

13

(13)

Total

189

38

(16)

(88)

(13)

6

116

Pre-Fiscal 2023 Actions:

Employee severance

127

16

(4)

(74)

5

70

Facility and other exit costs

4

18

10

(17)

15

Property, plant, and equipment

(2)

(2)

4

Total

131

32

4

(91)

4

5

85

Total fiscal 2024 activity

$

320

$

156

$

(12)

$

(188)

$

(16)

$

13

$

273

Fiscal 2023 Activity:

Fiscal 2023 Actions:

Employee severance

$

$

238

$

$

(50)

$

$

(1)

$

187

Facility and other exit costs

 

3

(1)

2

Property, plant, and equipment

 

6

(6)

Total

 

247

(51)

(6)

(1)

189

Pre-Fiscal 2023 Actions:

Employee severance

 

220

13

(8)

(110)

12

127

Facility and other exit costs

 

8

7

6

(17)

4

Property, plant, and equipment

3

(8)

5

Total

 

228

 

23

 

(10)

 

(127)

 

5

 

12

 

131

Total fiscal 2023 activity

$

228

$

270

$

(10)

$

(178)

$

(1)

$

11

$

320

Fiscal 2025 Actions

During fiscal 2025, we initiated a restructuring program associated with footprint consolidation and cost structure improvements in both of our segments. In connection with this program, we recorded restructuring charges of $96 million during fiscal 2025. We expect to complete all restructuring actions commenced during fiscal 2025 by the end of fiscal 2032 and to incur additional charges of approximately $13 million related primarily to facility exit costs in the Industrial Solutions segment.

Fiscal 2024 Actions

During fiscal 2024, we initiated a restructuring program to optimize our manufacturing footprint and improve the cost structure of the organization. In connection with this program, during fiscal 2025 and 2024, we recorded net restructuring charges of $1 million and $86 million, respectively. We expect additional charges related to fiscal 2024 actions will be insignificant.

Fiscal 2023 Actions

During fiscal 2023, we initiated a restructuring program associated with cost structure improvements across our segments. In connection with this program, during fiscal 2025, 2024, and 2023, we recorded net restructuring credits of $21 million, charges of $22 million, and charges of $247 million, respectively. We expect that any additional charges related to fiscal 2023 actions will be insignificant. Credits in fiscal 2025 are primarily administrative adjustments to multi-wave actions that spanned the fiscal 2023 and pre-fiscal 2023 periods.

The following table summarizes cumulative charges incurred for the fiscal 2023 program by segment as of fiscal year end 2025:

Cumulative

Charges

    

Incurred

    

(in millions)

Transportation Solutions

$

122

Industrial Solutions

 

126

Total

$

248

Pre-Fiscal 2023 Actions

During fiscal 2025, 2024, and 2023, we recorded net restructuring charges of $37 million, $36 million, and $13 million, respectively, related to pre-fiscal 2023 actions. We expect that any additional charges related to restructuring actions commenced prior to fiscal 2023 will be insignificant. Charges in fiscal 2025 are primarily administrative adjustments to multi-wave actions that spanned the fiscal 2023 and pre-fiscal 2023 periods.

Total Restructuring Reserves

Restructuring reserves included on the Consolidated Balance Sheets were as follows:

Fiscal Year End

    

2025

    

2024

    

(in millions)

Accrued and other current liabilities

$

163

$

233

Other liabilities

 

14

 

40

Restructuring reserves

$

177

$

273

Divestitures

During fiscal 2024, we sold one business for net cash proceeds of $59 million. In connection with the divestiture, we recorded a pre-tax gain on sale of $10 million. Additionally, during fiscal 2023, we recorded a pre-tax impairment charge of $68 million when the business was reclassified to held for sale. Prior to divestiture, the business was reported in our Transportation Solutions segment.

We sold three businesses for net cash proceeds of $48 million during fiscal 2023. In connection with the divestitures, we recorded pre-tax impairment charges and a net pre-tax loss on sales, which totaled to a net charge of $9 million. Prior to divestiture, the businesses were reported in our Industrial Solutions segment.

Change in Place of Incorporation

During fiscal 2025 and 2024, we incurred costs of $11 million and $20 million, respectively, related to our change in place of incorporation from Switzerland to Ireland. See Note 1 for additional information regarding the change.

v3.25.3
Acquisitions
12 Months Ended
Sep. 26, 2025
Acquisitions  
Acquisitions

4. Acquisitions

Richards Manufacturing Co.

On April 1, 2025, we acquired 100% of Richards Manufacturing Co. (“Richards Manufacturing”), a U.S.-based producer of overhead and underground electrical and gas distribution products, for cash of approximately $2.3 billion, net of cash acquired. The acquired business has been reported as part of the energy business within our Industrial Solutions segment from the date of acquisition.

The Richards Manufacturing acquisition was accounted for under the provisions of ASC 805, Business Combinations. We have preliminarily allocated the purchase price to tangible and identifiable intangible assets acquired and liabilities assumed based on their estimated fair values. We are in the process of completing the valuation of identifiable intangible assets, fixed assets, and pre-acquisition contingencies and, therefore, the fair values set forth below are subject to adjustment upon finalizing the valuations. The amount of these potential adjustments could be significant. We expect to complete the purchase price allocation during the third quarter of fiscal 2026.

The following table summarizes the preliminary allocation of the purchase price to the fair value of identifiable assets acquired and liabilities assumed at the date of acquisition, in accordance with the acquisition method of accounting:

    

(in millions)

    

Cash and cash equivalents

$

41

Accounts receivable

47

Inventories

165

Other current assets

 

6

Property, plant, and equipment

62

Goodwill

 

1,028

Intangible assets

1,120

Other noncurrent assets

 

4

Total assets acquired

 

2,473

Accounts payable

18

Other current liabilities

14

Deferred income taxes

 

87

Other noncurrent liabilities

 

6

Total liabilities assumed

 

125

Net assets acquired

 

2,348

Cash and cash equivalents acquired

 

(41)

Net cash paid

$

2,307

The fair values assigned to intangible assets were preliminarily determined through the use of the income approach, specifically the relief from royalty and the multi-period excess earnings methods. Both valuation methods rely on management judgment, including expected future cash flows resulting from existing customer relationships, customer attrition rates, contributory effects of other assets utilized in the business, peer group cost of capital and royalty rates, and other factors. The valuation of tangible assets was derived using a combination of the income, market, and cost approaches. Significant judgments used in valuing tangible assets include estimated selling prices, costs to complete, and reasonable profit. Useful lives for intangible assets were determined based upon the remaining useful economic lives of the intangible assets that are expected to contribute directly or indirectly to future cash flows.

Intangible assets acquired consisted of the following:

Weighted-Average

Amortization

    

Amount

    

Period

    

(in millions)

(in years)

Customer relationships

$

1,000

20

Developed technology

 

90

16

Trade names and trademarks

 

30

10

Total

$

1,120

19

The acquired intangible assets are being amortized on a straight-line basis over their expected useful lives.

Goodwill of $1,028 million was recognized in the transaction, representing the excess of the purchase price over the fair value of the tangible and intangible assets acquired and liabilities assumed. This goodwill is attributable primarily to cost savings and other synergies related to operational efficiencies including the consolidation of manufacturing, marketing, and general and administrative functions. The goodwill has been allocated to the Industrial Solutions segment and approximately $600 million is deductible primarily for U.S. tax purposes through fiscal 2040.

During fiscal 2025, Richards Manufacturing contributed net sales of $179 million and operating income of $5 million to our Consolidated Statement of Operations. The operating income included acquisition costs of $25 million, charges of $7 million associated with the amortization of acquisition-related fair value adjustments related to acquired inventories, and integration costs of $3 million.

Pro Forma Financial Information

The following unaudited pro forma financial information reflects our consolidated results of operations had the Richards Manufacturing acquisition occurred at the beginning of fiscal 2024:

Fiscal

2025

    

2024

(in millions, except

    

per share data)

    

Net sales

$

17,444

$

16,193

Net income

1,844

 

3,155

Diluted earnings per share

$

6.17

$

10.21

The pro forma financial information is based on our preliminary allocation of the purchase price and therefore subject to adjustment upon finalizing the purchase price allocation. The significant pro forma adjustments, which are described below, are net of income tax expense (benefit) at the statutory rate.

Pro forma results for fiscal 2025 were adjusted to exclude $19 million of acquisition costs. Pro forma results for fiscal 2025 were also adjusted to include $39 million of interest expense based on pro forma changes in our capital structure and $17 million of charges related to the amortization of the fair value of acquired intangible assets.

Pro forma results for fiscal 2024 were adjusted to include $56 million of interest expense based on pro forma changes in our capital structure, $34 million of charges related to the amortization of the fair value of acquired intangible assets, $19 million of acquisition costs, and $8 million of charges related to the fair value adjustment to acquisition-date inventories.

Pro forma results do not include any anticipated synergies or other anticipated benefits of the acquisition. Accordingly, the unaudited pro forma financial information is not necessarily indicative of either future results of operations or results that might have been achieved had the Richards Manufacturing acquisition occurred at the beginning of fiscal 2024.

Other Acquisitions

We acquired two additional businesses for a combined cash purchase price of $321 million, net of cash acquired, during fiscal 2025. The acquired businesses have been reported as part of our Industrial Solutions segment from the date of acquisition. Our valuation of identifiable intangible assets, assets acquired, and liabilities assumed is currently in process; therefore, the current allocation is subject to adjustment upon finalization of the valuations. The amount of these potential adjustments could be significant.

During the quarter ended December 29, 2023, we acquired approximately 98.7% of the outstanding shares of Schaffner Holding AG (“Schaffner”), a leader in electromagnetic solutions based in Switzerland, for CHF 505.00 per share in cash for a purchase price of CHF 294 million (equivalent to $339 million), net of cash acquired. The acquired business has been reported as part of our Industrial Solutions segment from the date of acquisition. During the quarter ended June 28, 2024, we completed a squeeze-out of the remaining minority shareholders for $5 million and the Schaffner shares were delisted from the SIX Swiss Exchange.

We acquired one business for a cash purchase price of $110 million, net of cash acquired, during fiscal 2023. The acquired business has been reported as part of our Industrial Solutions segment from the date of acquisition.

v3.25.3
Inventories
12 Months Ended
Sep. 26, 2025
Inventories  
Inventories

5. Inventories

Inventories consisted of the following:

Fiscal Year End

    

2025

    

2024

  

(in millions)

Raw materials

$

420

$

328

Work in progress

 

1,078

 

1,063

Finished goods

 

1,201

 

1,126

Inventories

$

2,699

$

2,517

v3.25.3
Property, Plant, and Equipment, Net
12 Months Ended
Sep. 26, 2025
Property, Plant, and Equipment, Net  
Property, Plant, and Equipment, Net

6. Property, Plant, and Equipment, Net

Net property, plant, and equipment consisted of the following:

Fiscal Year End

    

2025

    

2024

  

(in millions)

Property, plant, and equipment, gross:

Land and improvements

$

138

$

120

Buildings and improvements

 

1,692

 

1,571

Machinery and equipment

 

9,445

 

8,931

Construction in process

 

814

 

659

 

12,089

 

11,281

Accumulated depreciation

 

(7,777)

 

(7,378)

Property, plant, and equipment, net

$

4,312

$

3,903

Depreciation expense was $648 million, $660 million, and $607 million in fiscal 2025, 2024, and 2023, respectively.

v3.25.3
Goodwill
12 Months Ended
Sep. 26, 2025
Goodwill.  
Goodwill

7. Goodwill

The changes in the carrying amount of goodwill by segment were as follows(1):

Transportation

Industrial

    

Solutions

    

Solutions

    

Total

   

(in millions)

Balance at fiscal year end 2023(2)

$

1,543

$

3,920

$

5,463

Acquisition

180

180

Currency translation and other

 

41

 

117

 

158

Balance at fiscal year end 2024(2)

1,584

4,217

5,801

Acquisitions and purchase accounting adjustments

1,227

1,227

Currency translation

25

73

98

Balance at fiscal year end 2025(2)

$

1,609

$

5,517

$

7,126

(1)In connection with the reorganization of our segments, goodwill was reallocated to reporting units using a relative fair value approach. See Notes 1 and 20 for additional information regarding our new segment structure.
(2)At fiscal year end 2025, 2024, and 2023, accumulated impairment losses for the Transportation Solutions and Industrial Solutions segments were $3,091 million and $1,158 million, respectively.

During fiscal 2025, we completed the acquisition of Richards Manufacturing and recognized $1,028 million of goodwill which benefits the Industrial Solutions segment. During fiscal 2025 and 2024, we recognized goodwill of $199 million and $180 million, respectively, in the Industrial Solutions segment in connection with other acquisitions. See Note 4 for additional information regarding acquisitions.

We completed our annual goodwill impairment test in the fourth quarter of fiscal 2025 and determined that no impairment existed.

v3.25.3
Intangible Assets, Net
12 Months Ended
Sep. 26, 2025
Intangible Assets, Net  
Intangible Assets, Net

8. Intangible Assets, Net

Net intangible assets consisted of the following:

Fiscal Year End

2025

2024

Gross

Net

Gross

Net

Carrying

Accumulated

Carrying

Carrying

Accumulated

Carrying

    

Amount

    

Amortization

    

Amount

    

Amount

    

Amortization

    

Amount

    

(in millions)

Customer relationships

$

3,033

$

(1,118)

$

1,915

$

1,901

$

(948)

$

953

Intellectual property

727

(430)

297

686

(481)

205

Other

 

23

 

(8)

 

15

 

23

 

(7)

 

16

Total

$

3,783

$

(1,556)

$

2,227

$

2,610

$

(1,436)

$

1,174

During fiscal 2025, the gross carrying amount of intangible assets increased by $1,120 million as a result of the acquisition of Richards Manufacturing. Intangible asset amortization expense was $190 million, $166 million, and $187 million for fiscal 2025, 2024, and 2023, respectively.

At fiscal year end 2025, the aggregate amortization expense on intangible assets is expected to be as follows:

    

(in millions)

  

Fiscal 2026

$

227

Fiscal 2027

209

Fiscal 2028

 

172

Fiscal 2029

 

167

Fiscal 2030

 

157

Thereafter

 

1,295

Total

$

2,227

v3.25.3
Accrued and Other Current Liabilities
12 Months Ended
Sep. 26, 2025
Accrued and Other Current Liabilities  
Accrued and Other Current Liabilities

9. Accrued and Other Current Liabilities

Accrued and other current liabilities consisted of the following:

Fiscal Year End

    

2025

    

2024

  

(in millions)

Accrued payroll and employee benefits

$

787

$

657

Dividends payable to shareholders

 

209

 

390

Restructuring reserves

 

163

 

233

Income taxes payable

 

153

 

113

Lease liability

126

128

Deferred revenue

115

58

Interest payable

 

62

 

27

Other

 

632

 

541

Accrued and other current liabilities

$

2,247

$

2,147

v3.25.3
Debt
12 Months Ended
Sep. 26, 2025
Debt  
Debt

10. Debt

Debt was as follows:

Fiscal Year End

    

2025

    

2024

  

(in millions)

Principal debt:

Commercial paper, at a weighted-average interest rate of 4.95% at fiscal year end 2024

$

$

255

0.00% euro-denominated senior notes due 2025

615

4.50% senior notes due 2026

500

500

3.70% senior notes due 2026

350

350

3.125% senior notes due 2027

400

400

2.50% euro-denominated senior notes due 2028

585

0.00% euro-denominated senior notes due 2029

643

615

4.625% senior notes due 2030

350

350

4.50% senior notes due 2031

450

2.50% senior notes due 2032

600

600

3.25% euro-denominated senior notes due 2033

877

5.00% senior notes due 2035

450

7.125% senior notes due 2037

 

477

 

477

Other

71

76

5,753

4,238

Unamortized discounts, premiums, and debt issuance costs, net

(59)

(35)

Total debt

$

5,694

$

4,203

During fiscal 2025, Tyco Electronics Group S.A. (“TEGSA”), our wholly-owned subsidiary, issued €500 million aggregate principal amount of 2.50% senior notes due in May 2028, $450 million aggregate principal amount of 4.50% senior notes due in February 2031, €750 million aggregate principal amount of 3.25% senior notes due in January 2033, and $450 million aggregate principal amount of 5.00% senior notes due in May 2035. The notes issued during fiscal 2025 are TEGSA’s unsecured senior obligations and rank equally in right of payment with all existing and any future senior indebtedness of TEGSA and senior to any subordinated indebtedness that TEGSA may incur.

TEGSA has a five-year unsecured senior revolving credit facility (“Credit Facility”) with a maturity date of April 2029 and aggregate commitments of $1.5 billion. The Credit Facility contains provisions that allow for incremental commitments of up to $500 million and borrowings in designated currencies. TEGSA had no borrowings under the Credit Facility at fiscal year end 2025 or 2024.

Borrowings under the Credit Facility bear interest at a rate per annum equal to, at the option of TEGSA, (1) with respect to revolving loans denominated in U.S. dollars, (a) the term secured overnight financing rate (“Term SOFR”) (as defined in the Credit Facility) or (b) an alternate base rate equal to the highest of (i) Bank of America, N.A.’s base rate, (ii) the federal funds effective rate plus 1/2 of 1%, (iii) the Term SOFR for a one-month interest period plus 1%, and (iv) 1%, and (2) with respect to revolving loans determined in an alternative currency, (a) an alternative currency daily rate or (b) an alternative currency term rate, as applicable, plus, in each case, an applicable margin based upon the senior, unsecured, long-term debt rating of TEGSA. TEGSA is required to pay an annual facility fee. Based on the applicable credit ratings of TEGSA, this fee ranges from 5.0 to 12.5 basis points of the lenders’ commitments under the Credit Facility.

The Credit Facility contains a financial ratio covenant providing that if, as of the last day of each fiscal quarter, our ratio of Consolidated Total Debt to Consolidated EBITDA (as defined in the Credit Facility) for the then most recently concluded period of four consecutive fiscal quarters exceeds 3.75 (or temporarily 4.25 following a qualified acquisition) to 1.0, an Event of Default (as defined in the Credit Facility) is triggered. The Credit Facility and our other debt agreements contain other customary covenants.

Periodically, TEGSA issues commercial paper to U.S. institutional accredited investors and qualified institutional buyers in accordance with available exemptions from the registration requirements of the Securities Act of 1933 as part of our ongoing effort to maintain financial flexibility and to potentially decrease the cost of borrowings. Borrowings under the commercial paper program are backed by the Credit Facility.

Payment obligations under TEGSA’s senior notes, commercial paper, and Credit Facility are fully and unconditionally guaranteed on an unsecured basis by TEGSA’s parent, TE Connectivity Switzerland Ltd., and its parent, TE Connectivity plc.

At fiscal year end 2025, principal payments required for debt were as follows:

    

(in millions)

  

Fiscal 2026

$

852

Fiscal 2027

 

402

Fiscal 2028

 

585

Fiscal 2029

 

643

Fiscal 2030

 

350

Thereafter

 

2,921

Total

$

5,753

The fair value of our debt, based on indicative valuations, was approximately $5,725 million and $4,190 million at fiscal year end 2025 and 2024, respectively.

v3.25.3
Leases
12 Months Ended
Sep. 26, 2025
Leases  
Leases

11. Leases

The components of lease cost were as follows:

Fiscal

    

2025

    

2024

    

2023

    

    

(in millions)

    

Operating lease cost

$

145

$

134

$

129

Variable lease cost

57

53

55

Total lease cost

$

202

$

187

$

184

Amounts recognized on the Consolidated Balance Sheets were as follows:

Fiscal Year End

    

2025

    

2024

    

($ in millions)

Operating lease ROU assets:

Other assets

$

479

$

433

Operating lease liabilities:

Accrued and other current liabilities

$

126

$

128

Other liabilities

365

313

Total operating lease liabilities

$

491

$

441

Weighted-average remaining lease term (in years)

5.7

5.5

Weighted-average discount rate

3.4

%

3.4

%

Cash flow information, including significant non-cash transactions, related to leases was as follows:

Fiscal

    

2025

    

2024

    

2023

    

    

(in millions)

    

Cash paid for amounts included in the measurement of lease liabilities:

Payments for operating leases(1)

$

148

$

141

$

127

ROU assets, including modifications of existing leases, obtained in exchange for operating lease liabilities

183

180

106

(1)These payments are included in cash flows from operating activities, primarily in changes in accrued and other current liabilities.

At fiscal year end 2025, the maturities of operating lease liabilities were as follows:

    

(in millions)

    

Fiscal 2026

$

126

Fiscal 2027

107

Fiscal 2028

86

Fiscal 2029

62

Fiscal 2030

50

Thereafter

117

Total lease payments

548

Less: interest

(57)

Present value of lease liabilities

$

491

v3.25.3
Commitments and Contingencies
12 Months Ended
Sep. 26, 2025
Commitments and Contingencies.  
Commitments and Contingencies

12. Commitments and Contingencies

Legal Proceedings

In the normal course of business, we are subject to various legal proceedings and claims, including patent infringement claims, product liability matters, employment disputes, disputes on agreements, other commercial disputes, environmental matters, antitrust claims, trade compliance matters, and tax matters, including non-income tax matters such as value added tax, sales and use tax, real estate tax, and transfer tax. Although it is not feasible to predict the outcome of these proceedings, based upon our experience, current information, and applicable law, we do not expect that the outcome of these proceedings, either individually or in the aggregate, will have a material effect on our results of operations, financial position, or cash flows.

Environmental Matters

We are involved in various stages of investigation and cleanup related to environmental remediation matters at a number of sites. The ultimate cost of site cleanup is difficult to predict given the uncertainties regarding the extent of the required cleanup, the interpretation of applicable laws and regulations, and alternative cleanup methods. As of fiscal year end 2025, we concluded that we would incur investigation and remediation costs at these sites in the reasonably possible range of $18 million to $44 million, and we accrued $23 million as the probable loss, which was the best estimate within this range. We believe that any potential payment of such estimated amounts will not have a material adverse effect on our results of operations, financial position, or cash flows.

Guarantees

In disposing of assets or businesses, we often provide representations, warranties, and/or indemnities to cover various risks including unknown damage to assets, environmental risks involved in the sale of real estate, liability for investigation and remediation of environmental contamination at waste disposal sites and manufacturing facilities, and unidentified tax liabilities and legal fees related to periods prior to disposition. We do not expect that these uncertainties will have a material adverse effect on our results of operations, financial position, or cash flows.

At fiscal year end 2025, we had outstanding letters of credit, letters of guarantee, and surety bonds of $219 million.

Supply Chain Finance Program

We have an agreement with a financial institution that allows participating suppliers the ability to finance payment obligations. The financial institution has separate arrangements with the suppliers and provides them with the option to request early payment for invoices. We do not determine the terms or conditions of the arrangement between the financial institution and suppliers. Our obligation to suppliers, including amounts due and scheduled payment dates, are not impacted by the suppliers’ decisions to finance amounts under the arrangement and we are not required to post collateral with the financial institution. Outstanding payment obligations under our supply chain finance program are included in accounts payable on our Consolidated Balance Sheets. The changes in our payment obligations were as follows:

Fiscal

    

2025

  

(in millions)

Balance at beginning of fiscal year

$

105

Invoices confirmed during the fiscal year

 

514

Invoices paid during the fiscal year

 

(458)

Balance at end of fiscal year

$

161

v3.25.3
Financial Instruments and Fair Value Measurements
12 Months Ended
Sep. 26, 2025
Financial Instruments and Fair Value Measurements  
Financial Instruments and Fair Value Measurements

13. Financial Instruments and Fair Value Measurements

We use derivative and non-derivative financial instruments to manage certain exposures to foreign currency, interest rate, investment, and commodity risks.

Foreign Currency Exchange Rate Risk

As part of managing the exposure to changes in foreign currency exchange rates, we utilize cross-currency swap contracts and foreign currency forward contracts, a portion of which are designated as cash flow hedges. The objective of these contracts is to minimize impacts to cash flows and profitability due to changes in foreign currency exchange rates on intercompany and other cash transactions. We expect that significantly all of the balance in accumulated other comprehensive income (loss) associated with the cash flow hedge-designated instruments addressing foreign exchange risks will be reclassified into the Consolidated Statement of Operations within the next twelve months.

Hedge of Net Investment

We hedge our net investment in certain foreign operations using intercompany loans and external borrowings denominated in the same currencies. The aggregate notional value of these hedges was $4,212 million and $2,417 million at fiscal year end 2025 and 2024, respectively.

We also use a cross-currency swap program to hedge our net investment in certain foreign operations. The aggregate notional value of the contracts under this program was $5,671 million and $5,367 million at fiscal year end 2025 and 2024, respectively. Under the terms of these contracts, we receive interest in U.S. dollars at a weighted-average rate of 2.0% per annum and pay no interest. Upon the maturity of these contracts at various dates through fiscal 2029, we will pay the notional value of the contracts in the designated foreign currency and receive U.S. dollars from our counterparties. We are not required to provide collateral for these contracts.

These cross-currency swap contracts were recorded on the Consolidated Balance Sheets as follows:

Fiscal Year End

    

2025

    

2024

    

(in millions)

 

Prepaid expenses and other current assets

$

11

    

$

31

Other assets

 

23

 

11

Accrued and other current liabilities

97

51

Other liabilities

193

99

The impacts of our hedge of net investment programs were as follows:

Fiscal

    

2025

    

2024

    

2023

    

(in millions)

 

Foreign currency exchange losses on intercompany loans and external borrowings(1)

$

(163)

$

(112)

$

(162)

Losses on cross-currency swap contracts designated as hedges of net investment(1)

 

(89)

 

(194)

 

(29)

(1)Recorded as currency translation, a component of accumulated other comprehensive income (loss), and offset by changes attributable to the translation of the net investment.

Interest Rate and Investment Risk Management

We issue debt, as needed, to fund our operations and capital requirements. Such borrowings can result in interest rate exposure. To manage the interest rate exposure, we may use interest rate swap contracts to convert a portion of fixed rate debt into variable rate debt. Also, we may utilize forward starting interest rate swap contracts to manage interest rate exposure in periods prior to the anticipated issuance of fixed rate debt. We also utilize investment swap contracts to manage earnings exposure on certain nonqualified deferred compensation liabilities.

Commodity Hedges

As part of managing the exposure to certain commodity price fluctuations, we utilize commodity swap contracts. The objective of these contracts is to minimize impacts to cash flows and profitability due to changes in prices of

commodities used in production. These contracts had an aggregate notional value of $569 million and $488 million at fiscal year end 2025 and 2024, respectively, and were designated as cash flow hedges. These commodity swap contracts were recorded on the Consolidated Balance Sheets as follows:

Fiscal Year End

    

2025

    

2024

    

(in millions)

 

Prepaid expenses and other current assets

$

73

    

$

52

Other assets

 

7

 

4

Accrued and other current liabilities

1

The impacts of our commodity swap contracts were as follows:

Fiscal

    

2025

    

2024

    

2023

    

(in millions)

 

Gains recorded in other comprehensive income (loss)

$

78

    

$

102

    

$

31

Gains (losses) reclassified from accumulated other comprehensive income (loss) into cost of sales

54

19

(39)

We expect that significantly all of the balance in accumulated other comprehensive income (loss) associated with commodity hedges will be reclassified into the Consolidated Statement of Operations within the next twelve months.

Fair Value Measurements

Financial instruments recorded at fair value on a recurring basis, which consist of marketable securities and derivative instruments not discussed above, were immaterial at fiscal year end 2025 and 2024.

v3.25.3
Retirement Plans
12 Months Ended
Sep. 26, 2025
Retirement Plans  
Retirement Plans

14. Retirement Plans

Defined Benefit Pension Plans

We have several contributory and noncontributory defined benefit retirement plans covering certain of our non-U.S. and U.S. employees, designed in accordance with local customs and practice.

The net periodic pension benefit cost (credit) for all non-U.S. and U.S. defined benefit pension plans was as follows:

Non-U.S. Plans

U.S. Plans

Fiscal

Fiscal

    

2025

    

2024

    

2023

    

2025

    

2024

    

2023

    

  

($ in millions)

Operating expense:

Service cost

$

31

$

28

$

29

$

7

$

7

$

9

Other (income) expense:

Interest cost

 

61

 

63

 

60

 

33

 

39

 

38

Expected returns on plan assets

 

(58)

 

(53)

 

(48)

 

(45)

 

(38)

 

(38)

Amortization of net actuarial loss

 

6

 

5

 

6

 

4

 

4

 

4

Amortization of prior service credit

 

(4)

 

(4)

 

(4)

 

 

 

Settlement and curtailment losses (gains) and other

5

(1)

(2)

Net periodic pension benefit cost (credit)

$

41

$

38

$

41

$

(1)

$

12

$

13

Weighted-average assumptions used to determine net pension benefit cost (credit) during the fiscal year:

Discount rate

 

3.59

%  

 

4.13

%  

 

3.80

%  

 

4.94

%  

 

6.04

%  

 

5.53

%

Expected returns on plan assets

 

4.96

%  

 

5.08

%  

 

4.61

%  

 

7.69

%  

 

7.10

%  

 

6.60

%

Rates of compensation increases

 

2.59

%  

 

2.68

%  

 

2.62

%  

 

%  

 

%  

 

%

The following table represents the changes in benefit obligation and plan assets and the net amount recognized on the Consolidated Balance Sheets for all non-U.S. and U.S. defined benefit pension plans:

Non-U.S. Plans

U.S. Plans

Fiscal

Fiscal

    

2025

    

2024

    

2025

    

2024

    

  

($ in millions)

Change in benefit obligation:

Benefit obligation at beginning of fiscal year

$

1,778

$

1,509

$

700

$

674

Service cost

 

31

 

28

 

7

 

7

Interest cost

 

61

 

63

 

33

 

39

Actuarial (gains) losses

 

(91)

 

112

 

(5)

 

57

Benefits and administrative expenses paid

 

(79)

 

(75)

 

(64)

 

(77)

Settlements and curtailments

(30)

(15)

Currency translation

 

36

 

106

 

 

Other

 

6

 

50

 

 

Benefit obligation at end of fiscal year

 

1,712

 

1,778

 

671

 

700

Change in plan assets:

Fair value of plan assets at beginning of fiscal year

 

1,217

 

1,007

 

607

 

566

Actual returns on plan assets

 

7

 

124

 

41

 

94

Employer contributions

 

51

 

45

 

18

 

24

Benefits and administrative expenses paid

 

(79)

 

(75)

 

(64)

 

(77)

Settlements

(28)

(15)

Currency translation

 

3

 

82

 

 

Other

 

1

 

49

 

 

Fair value of plan assets at end of fiscal year

 

1,172

 

1,217

 

602

 

607

Funded status

$

(540)

$

(561)

$

(69)

$

(93)

Amounts recognized on the Consolidated Balance Sheets:

Other assets

$

191

$

182

$

$

Accrued and other current liabilities

(40)

(34)

(1)

(2)

Long-term pension and postretirement liabilities

 

(691)

 

(709)

 

(68)

 

(91)

Net amount recognized

$

(540)

$

(561)

$

(69)

$

(93)

Pre-tax amounts included in accumulated other comprehensive income (loss) which have not yet been recognized in net periodic pension benefit cost:

Net actuarial loss

$

(154)

$

(204)

$

(132)

$

(137)

Prior service (cost) credit

(2)

5

Total

$

(156)

$

(199)

$

(132)

$

(137)

Weighted-average assumptions used to determine pension benefit obligation at fiscal year end:

Discount rate

 

4.06

%  

 

3.59

%  

 

5.29

%  

 

4.94

%

Rates of compensation increases

 

2.61

%  

 

2.59

%  

 

%  

 

%

The pre-tax amounts recognized in accumulated other comprehensive income (loss) for all non-U.S. and U.S. defined benefit pension plans were as follows:

Non-U.S. Plans

U.S. Plans

Fiscal

Fiscal

    

2025

    

2024

    

2025

    

2024

    

(in millions)

Current year net actuarial gain (loss) recorded in accumulated other comprehensive income (loss)

$

41

$

(55)

$

1

$

(1)

Amortization of net actuarial loss

 

9

 

5

 

4

 

4

Current year prior service cost recorded in accumulated other comprehensive income (loss)

 

(2)

 

 

 

Amortization of prior service credit

 

(5)

 

(4)

 

 

$

43

$

(54)

$

5

$

3

In fiscal 2025, unrecognized actuarial gains recorded in accumulated other comprehensive income (loss) were primarily the result of higher discount rates and favorable asset performance for our U.S. defined benefit pension plans, partially offset by unfavorable asset performance for our non-U.S. defined benefit pension plans as compared to fiscal 2024. In fiscal 2024, unrecognized actuarial losses recorded in accumulated other comprehensive income (loss) were primarily the result of lower discount rates, partially offset by favorable asset performance for our non-U.S. defined benefit pension plans as compared to fiscal 2023.

In determining the expected returns on plan assets, we consider the relative weighting of plan assets by class and individual asset class performance expectations.

The investment strategies for non-U.S. and U.S. pension plans are governed locally. Our investment strategy for our pension plans is to manage the plans on a going concern basis. Current investment policy is to achieve a reasonable return on assets, subject to a prudent level of portfolio risk, for the purpose of enhancing the security of benefits for participants. Projected returns are based primarily on pro forma asset allocation, expected long-term returns, and forward-looking estimates of active portfolio and investment management.

At fiscal year end 2025, the long-term target asset allocation in our U.S. plans’ master trust is 25% return-seeking assets and 75% liability-hedging assets. Return-seeking assets, including non-U.S. and U.S. equity securities, are assets intended to generate returns in excess of pension liability growth. Liability-hedging assets, including government and corporate bonds, are assets intended to have characteristics similar to pension liabilities and are used to better match asset cash flows with expected obligation cash flows. Asset re-allocation to meet that target is occurring over a multi-year period based on the funded status. We expect to reach our target allocation when the funded status of the plans exceeds 110%. Based on the funded status of the plans as of fiscal year end 2025, our target asset allocation is 67% return-seeking and 33% liability-hedging.

Target weighted-average asset allocation and weighted-average asset allocation for non-U.S. and U.S. pension plans were as follows:

Non-U.S. Plans

U.S. Plans

Fiscal

Fiscal

Fiscal

Fiscal

Year End

Year End

Year End

Year End

    

Target

    

2025

    

2024

    

Target

    

2025

    

2024

    

    

Asset category:

Equity securities

 

28

%  

36

%  

40

%  

67

%  

52

%  

54

%

Fixed income

 

44

37

36

33

48

46

Other

28

27

24

Total

 

100

%  

100

%  

100

%  

100

%  

100

%  

100

%

Our ordinary shares are not a direct investment of our pension funds; however, the pension funds may indirectly include our shares. The aggregate amount of our ordinary shares would not be considered material relative to the total pension fund assets.

Our funding policy is to make contributions in accordance with the laws and customs of the various countries in which we operate as well as to make discretionary voluntary contributions from time to time. We expect to make the minimum required contributions of approximately $55 million and $15 million to our non-U.S. and U.S. pension plans, respectively, in fiscal 2026. We may also make voluntary contributions at our discretion.

At fiscal year end 2025, benefit payments, which reflect future expected service, as appropriate, are expected to be paid as follows:

    

Non-U.S. Plans

    

U.S. Plans

    

(in millions)

Fiscal 2026

$

103

$

61

Fiscal 2027

 

101

60

Fiscal 2028

 

104

60

Fiscal 2029

 

110

58

Fiscal 2030

 

115

57

Fiscal 2031-2035

 

589

261

Presented below is the accumulated benefit obligation for all non-U.S. and U.S. pension plans as well as additional information related to plans with an accumulated benefit obligation in excess of plan assets and plans with a projected benefit obligation in excess of plan assets.

Non-U.S. Plans

U.S. Plans

Fiscal Year End

Fiscal Year End

    

2025

    

2024

    

2025

    

2024

  

(in millions)

Accumulated benefit obligation

$

1,643

$

1,700

$

671

$

700

Pension plans with accumulated benefit obligations in excess of plan assets:

Accumulated benefit obligation

 

742

 

743

 

671

 

700

Fair value of plan assets

 

50

 

50

 

602

 

607

Pension plans with projected benefit obligations in excess of plan assets:

Projected benefit obligation

 

856

 

856

 

671

 

700

Fair value of plan assets

 

123

 

113

 

602

 

607

We value our pension assets based on the fair value hierarchy of ASC 820, Fair Value Measurements and Disclosures. Details of the fair value hierarchy are described in Note 2. The following table presents our defined benefit pension plans’ asset categories and their associated fair value within the fair value hierarchy:

Fiscal Year End 2025

Non-U.S. Plans

U.S. Plans

    

Level 1

    

Level 2

    

Level 3

    

Total

    

Level 1

    

Level 2

    

Level 3

    

Total

    

(in millions)

Equity:

Commingled equity funds(1)

$

$

257

$

$

257

$

$

182

$

$

182

Fixed income:

Commingled fixed income funds(2)

 

 

648

 

 

648

 

 

257

 

 

257

Other(3)

 

 

180

 

 

180

 

 

31

 

 

31

Subtotal

$

$

1,085

$

 

1,085

$

$

470

$

 

470

Items to reconcile to fair value of plan assets(4)

 

87

 

132

Fair value of plan assets

$

1,172

$

602

Fiscal Year End 2024

Non-U.S. Plans

U.S. Plans

    

Level 1

    

Level 2

    

Level 3

    

Total

    

Level 1

    

Level 2

    

Level 3

    

Total

    

(in millions)

Equity:

Commingled equity funds(1)

$

$

205

$

$

205

$

$

184

$

$

184

Fixed income:

Commingled fixed income funds(2)

 

 

711

 

 

711

 

 

275

 

 

275

Other(3)

 

 

181

 

 

181

 

 

2

 

 

2

Subtotal

$

$

1,097

$

 

1,097

$

$

461

$

 

461

Items to reconcile to fair value of plan assets(4)

 

120

 

146

Fair value of plan assets

$

1,217

$

607

(1)Commingled equity funds are pooled investments in multiple equity-type securities. Fair value is calculated as the closing price of the underlying investments, an observable market condition, divided by the number of shares of the fund outstanding.
(2)Commingled fixed income funds are pooled investments in multiple fixed income-type securities. Fair value is calculated as the closing price of the underlying investments, an observable market condition, divided by the number of shares of the fund outstanding.
(3)Other investments are composed of insurance contracts, derivatives, short-term investments, and structured products such as collateralized obligations and mortgage- and asset-backed securities. Insurance contracts are valued using cash surrender value, or face value of the contract if a cash surrender value is unavailable (level 2), as these values represent the amount that the plan would receive on termination of the underlying contract. Derivatives, short-term investments, and structured products are marked to fair value using models that are supported by observable market-based data (level 2).
(4)Items to reconcile to fair value of plan assets include certain investments containing no significant redemption restrictions that were measured at net asset value (“NAV”) using the NAV practical expedient available in ASC 820 and amounts receivable or payable for unsettled transactions and cash balances, both of which are considered to be carried at book value.

Defined Contribution Retirement Plans

We maintain several defined contribution retirement plans, the most significant of which is located in the U.S. These plans include 401(k) matching programs, as well as qualified and nonqualified profit sharing and share bonus retirement plans. Expense for the defined contribution plans is computed as a percentage of participants’ compensation and was $53 million, $57 million, and $56 million for fiscal 2025, 2024, and 2023, respectively.

Deferred Compensation Plans

We maintain nonqualified deferred compensation plans, which permit eligible employees to defer a portion of their compensation. A record-keeping account is set up for each participant and the participant chooses from a variety of measurement funds for the deemed investment of their accounts. The measurement funds correspond to several funds in our 401(k) plans and the account balance fluctuates with the investment returns on those funds. At fiscal year end 2025 and 2024, total deferred compensation liabilities were $310 million and $285 million, respectively, and were recorded in other liabilities on the Consolidated Balance Sheets. See Note 13 for additional information regarding our risk management strategy related to deferred compensation liabilities.

Postretirement Benefit Plans

In addition to providing pension and 401(k) benefits, we also provide certain health care coverage continuation for qualifying retirees from the date of retirement to age 65 or lifetime, as applicable. The accumulated postretirement benefit obligation was $10 million and $11 million at fiscal year end 2025 and 2024, respectively, and the underfunded status of the postretirement benefit plans was included primarily in long-term pension and postretirement liabilities on the Consolidated Balance Sheets. Activity during fiscal 2025, 2024, and 2023 was not significant.

v3.25.3
Income Taxes
12 Months Ended
Sep. 26, 2025
Income Taxes  
Income Taxes

15. Income Taxes

Income Tax Expense (Benefit)

Significant components of the income tax expense (benefit) were as follows:

Fiscal

    

2025

    

2024

    

2023

    

(in millions)

Current income tax expense:

U.S. Federal

$

22

$

23

$

23

U.S. State

 

6

 

4

 

Non-U.S.

 

395

 

365

 

418

423

392

441

Deferred income tax expense (benefit):

U.S. Federal

 

47

 

(49)

 

(90)

U.S. State

 

5

 

3

 

(6)

Non-U.S.

 

886

 

(743)

 

19

938

(789)

(77)

Income tax expense (benefit)

$

1,361

$

(397)

$

364

The U.S. and non-U.S. components of income from continuing operations before income taxes were as follows:

Fiscal

    

2025

    

2024

    

2023

    

(in millions)

U.S.

$

(70)

$

(96)

$

(137)

Non-U.S.

 

3,274

 

2,893

 

2,405

Income from continuing operations before income taxes

$

3,204

$

2,797

$

2,268

The reconciliation between U.S. federal income taxes at the statutory rate and income tax expense (benefit) was as follows:

Fiscal

    

2025

    

2024

    

2023

    

(in millions)

Notional U.S. federal income tax expense at the statutory rate(1)

$

673

$

587

$

476

Adjustments to reconcile to the income tax expense (benefit):

U.S. state income tax expense (benefit), net

 

9

 

6

 

(5)

Tax law changes

 

 

(260)

 

(1)

Tax credits

 

(24)

 

(982)

 

(13)

Non-U.S. net (earnings) loss(2)

 

40

 

(15)

 

(58)

Change in accrued income tax liabilities

 

38

 

160

 

47

Valuation allowance

 

617

 

328

 

(47)

Legal entity restructurings and intercompany transactions

2

(234)

(1)

Divestitures

(1)

(17)

Excess tax benefits from share-based payments

(22)

(8)

(6)

Other

29

 

21

 

(11)

Income tax expense (benefit)

$

1,361

$

(397)

$

364

(1)The U.S. federal statutory rate was 21% for fiscal 2025, 2024, and 2023.
(2)Excludes items which are separately presented.

The income tax expense for fiscal 2025 included $574 million of income tax expense related to a net increase in the valuation allowance for certain deferred tax assets associated with a ten-year tax credit obtained by a Swiss subsidiary in fiscal 2024. See “Global Minimum Tax” below for additional information regarding the impact of guidance issued by the Organisation for Economic Co-operation and Development (“OECD”) in January 2025 on the ten-year tax credit obtained by a Swiss subsidiary. In addition, the income tax expense for fiscal 2025 included $44 million of income tax expense related to an increase in the valuation allowance for certain U.S. tax loss and credit carryforwards.

The income tax benefit for fiscal 2024 included a $636 million net income tax benefit associated with the $972 million ten-year tax credit obtained by a Swiss subsidiary discussed above, reduced by a $336 million valuation allowance related to the amount of the tax credit that was not expected to be realized. In addition, the income tax benefit for fiscal 2024 included a $262 million income tax benefit related to the revaluation of deferred tax assets as a result of a corporate tax rate increase in Switzerland, as well as a $118 million income tax benefit associated with the tax impacts of a legal entity restructuring with related costs of $4 million recorded in selling, general, and administrative expenses for other non-income taxes.

The income tax expense for fiscal 2023 included a $49 million income tax benefit related to a decrease in the valuation allowance for certain U.S. tax loss and credit carryforwards.

Deferred Tax Assets and Liabilities

Deferred income taxes result from temporary differences between the amount of assets and liabilities recognized for financial reporting and tax purposes. The components of the net deferred income tax asset were as follows:

Fiscal Year End

    

2025

    

2024

    

(in millions)

Deferred tax assets:

Accrued liabilities and reserves

$

461

$

417

Tax loss, credit, and other tax attribute carryforwards

 

9,638

 

10,075

Inventories

 

61

 

81

Intangible assets

883

884

Pension and postretirement benefits

 

57

 

84

Deferred revenue

 

5

 

10

Interest

 

562

 

524

Lease liabilities

92

85

Other

 

4

 

3

Gross deferred tax assets

 

11,763

 

12,163

Valuation allowance

 

(8,821)

 

(8,285)

Deferred tax assets, net of valuation allowance

2,942

3,878

Deferred tax liabilities:

Property, plant, and equipment

 

(108)

 

(93)

Write-down of investments in subsidiaries

(231)

(244)

Lease ROU assets

(90)

(84)

Other

 

(204)

 

(159)

Total deferred tax liabilities

 

(633)

 

(580)

Net deferred tax assets

$

2,309

$

3,298

Our tax loss, credit, and other tax attribute carryforwards (tax effected) at fiscal year end 2025 were as follows:

Expiration Period

Fiscal 2031

Through

Through

No

    

Fiscal 2030

    

Fiscal 2045

    

Expiration

    

Total

    

(in millions)

U.S. Federal:

Net operating loss

$

138

$

203

$

58

$

399

Tax credit

 

46

 

109

 

155

U.S. State:

 

Net operating loss

 

14

 

13

 

6

33

Tax credit

 

2

 

1

 

6

9

Non-U.S.:

 

Net operating loss

 

47

 

6,428

 

1,281

7,756

Tax credit

1

1,033

1

1,035

Notional interest deduction

159

159

Capital loss

2

90

92

Total tax loss, credit, and other tax attribute carryforwards

$

248

$

7,789

$

1,601

$

9,638

The valuation allowance for deferred tax assets of $8,821 million and $8,285 million at fiscal year end 2025 and 2024, respectively, related principally to the uncertainty of the utilization of certain deferred tax assets, primarily tax loss, credit, and other tax attribute carryforwards in various jurisdictions. During fiscal 2025, the valuation allowance increased primarily, as discussed above, by $574 million related to the portion of a tax credit obtained by a Swiss subsidiary in fiscal 2024 not expected to be realized as a result of new guidance issued by the OECD in January 2025. We believe that we will generate sufficient future taxable income to realize the income tax benefits related to the remaining net deferred tax assets on the Consolidated Balance Sheet.

We have provided income taxes for earnings that are currently distributed as well as the taxes associated with several subsidiaries’ earnings that are expected to be distributed in the future. No additional provision has been made for Irish or non-Irish income taxes on the undistributed earnings of subsidiaries or for unrecognized deferred tax liabilities for temporary differences related to basis differences in investments in subsidiaries, as such earnings are expected to be permanently reinvested, the investments are essentially permanent in duration, or we have concluded that no additional tax liability will arise as a result of the distribution of such earnings. As of fiscal year end 2025, certain subsidiaries had approximately $37.7 billion of cumulative undistributed earnings that have been retained indefinitely and reinvested in our global manufacturing operations, including working capital; property, plant, and equipment; intangible assets; and research and development activities. A liability could arise if our intention to permanently reinvest such earnings were to change and amounts are distributed by such subsidiaries or if such subsidiaries are ultimately disposed. It is not practicable to estimate the additional income taxes related to permanently reinvested earnings or the basis differences related to investments in subsidiaries. As of fiscal year end 2025, we had approximately $3.5 billion of cash, cash equivalents, and intercompany deposits, principally in our subsidiaries, that we have the ability to distribute to TEGSA, our Luxembourg subsidiary, which is the obligor of substantially all of our debt, and to TE Connectivity plc, our Irish parent company, but we consider to be permanently reinvested. We estimate that an immaterial amount of tax expense would be recognized on the Consolidated Financial Statements if our intention to permanently reinvest these amounts were to change. Our current plans do not demonstrate a need to repatriate cash, cash equivalents, and intercompany deposits that are designated as permanently reinvested in order to fund our operations, including investing and financing activities.

Uncertain Tax Positions

The following table summarizes the activity related to unrecognized income tax benefits:

Fiscal

    

2025

    

2024

    

2023

    

(in millions)

Balance at beginning of fiscal year

$

652

$

454

$

287

Additions for tax positions related to prior years

 

6

 

8

 

78

Reductions for tax positions related to prior years

 

(18)

 

(4)

 

(1)

Additions for tax positions related to the current year

 

97

 

214

 

107

Settlements

 

(2)

 

(5)

 

(2)

Reductions due to lapse of applicable statutes of limitations

 

(16)

 

(15)

 

(15)

Balance at end of fiscal year

$

719

$

652

$

454

The total amount of unrecognized tax benefits that, if recognized, would reduce income tax expense and the effective tax rate were $533 million, $485 million, and $327 million at fiscal year end 2025, 2024, and 2023, respectively.

We record accrued interest and penalties related to uncertain tax positions as part of income tax expense (benefit). As of fiscal year end 2025 and 2024, we had $89 million and $80 million, respectively, of accrued interest and penalties related to uncertain tax positions on the Consolidated Balance Sheets, recorded primarily in income taxes. During fiscal 2025, 2024, and 2023, we recognized income tax expense of $9 million, $15 million, and $11 million, respectively, related to interest and penalties on the Consolidated Statements of Operations.

We file income tax returns on a unitary, consolidated, or stand-alone basis in multiple state and local jurisdictions, which generally have statutes of limitations ranging from 3 to 4 years. Various state and local income tax returns are currently in the process of examination or administrative appeal.

Our non-U.S. subsidiaries file income tax returns in the countries in which they have operations. Generally, these countries have statutes of limitations ranging from 3 to 10 years. Various non-U.S. subsidiary income tax returns are currently in the process of examination by taxing authorities.

As of fiscal year end 2025, under applicable statutes, the following tax years remained subject to examination in the major tax jurisdictions indicated:

Jurisdiction

    

Open Years

    

Brazil

2020 through 2025

China

 

2015 through 2025

Czech Republic

 

2017 through 2025

France

2018 through 2025

Germany

 

2015 through 2025

Hong Kong

 

2019 through 2025

India

2012 through 2025

Ireland

2020 through 2025

Italy

 

2020 through 2025

Japan

 

2019 through 2025

Luxembourg

 

2020 through 2025

Mexico

2020 through 2025

Morocco

2022 through 2025

Singapore

 

2020 through 2025

South Korea

2019 through 2025

Spain

 

2021 through 2025

Switzerland

 

2021 through 2025

Thailand

2023 through 2025

United Kingdom

 

2023 through 2025

U.S.—federal

 

2022 through 2025

In most jurisdictions, taxing authorities retain the ability to review prior tax years and to adjust any net operating loss and tax credit carryforwards from these years that are utilized in a subsequent period.

Although it is difficult to predict the timing or results of our worldwide examinations, we estimate that approximately $130 million of unrecognized income tax benefits, excluding the impact relating to accrued interest and penalties, could be resolved within the next twelve months.

We are not aware of any other matters that would result in significant changes to the amount of unrecognized income tax benefits reflected on the Consolidated Balance Sheet as of fiscal year end 2025.

Other Income Tax Matters

Global Minimum Tax

The OECD and participating countries continue to enact the 15% global minimum tax. The global minimum tax is a significant structural change to the international taxation framework and more than 50 countries have thus far enacted some or all elements of the tax. Ireland has implemented elements of the OECD’s global minimum tax rules, which were effective for us beginning in fiscal 2025.

In January 2025, the OECD released new guidance for the global minimum tax rules which impacted the realizability of certain deferred tax assets associated with a ten-year tax credit obtained by a Swiss subsidiary in fiscal 2024. The January 2025 OECD guidance was enacted into law in Switzerland and as a result, as discussed above, during fiscal 2025, we recorded income tax expense of $574 million related to a net increase in the valuation allowance for deferred tax assets representing the amount of the Swiss subsidiary’s tax credits not expected to be realized.

We anticipate further legislative activity and administrative guidance. We continue to closely monitor the evolving global minimum tax framework and assess the implications in the jurisdictions in which we operate.

One Big Beautiful Bill Act (“OBBBA”)

On July 4, 2025, the OBBBA was enacted. The OBBBA includes significant changes to U.S. tax law, including modifications to international tax provisions, making bonus depreciation permanent, enabling domestic research cost expensing, and adjusting the business interest expense limitation. We do not believe the implications of the OBBBA will have a material impact on our Consolidated Financial Statements.

v3.25.3
Earnings Per Share
12 Months Ended
Sep. 26, 2025
Earnings Per Share  
Earnings Per Share

16. Earnings Per Share

The weighted-average number of shares outstanding used in the computations of basic and diluted earnings per share were as follows:

Fiscal

    

2025

    

2024

    

2023

    

(in millions)

Basic

297

 

307

 

315

Dilutive impact of share-based compensation arrangements

2

 

2

 

2

Diluted

299

 

309

 

317

The following share options were not included in the computation of diluted earnings per share because the instruments’ underlying exercise prices were greater than the average market prices of our shares and inclusion would be antidilutive:

Fiscal

    

2025

    

2024

    

2023

(in millions)

Antidilutive share options

1

 

1

 

1

v3.25.3
Shareholders' Equity and Redeemable Noncontrolling Interest
12 Months Ended
Sep. 26, 2025
Shareholders' Equity and Redeemable Noncontrolling Interest  
Shareholders' Equity and Redeemable Noncontrolling Interest

17. Shareholders’ Equity and Redeemable Noncontrolling Interest

Ordinary Shares

Effective for fiscal 2025, we are organized under the laws of Ireland. The rights of holders of our shares are governed by Irish law and our Irish articles of association. The par value of our ordinary shares is stated in U.S. dollars.

As discussed in Note 1, pursuant to the terms of a merger agreement between TE Connectivity Ltd. and TE Connectivity plc, shareholders received one ordinary share in the share capital of TE Connectivity plc for each common share of TE Connectivity Ltd. held immediately prior to the merger and change in place of incorporation.

Our articles of association authorize our board of directors to allot and issue shares up to the maximum of our authorized but unissued share capital for a period of five years from September 30, 2024. This authorization will need to be renewed by shareholder resolution upon its expiration and at periodic intervals thereafter.

The authorized but unissued share capital may be increased or reduced by way of an ordinary resolution of shareholders. The shares comprising the authorized share capital may be divided into shares of such par value as the resolution shall prescribe.

Ordinary Shares Held in Treasury

At fiscal year end 2025, approximately 8 million ordinary shares were held in treasury. At fiscal year end 2024, approximately 17 million common shares were held in treasury, all of which were owned by one of our subsidiaries. Shares held both directly by us and by our subsidiary are presented as treasury shares on the Consolidated Balance Sheets.

All treasury shares held as of September 27, 2024 were cancelled at the beginning of fiscal 2025 following our change in place of incorporation. See Note 1 for additional information regarding our change in place of incorporation.

In fiscal 2024 and 2023, our shareholders approved the cancellation of six million and eight and a half million shares, respectively, purchased under our share repurchase program. These capital reductions by cancellation of shares were subject to a notice period, filing with the commercial register in Switzerland, and other requirements.

Authorized Share Capital

In connection with our merger and change in place of incorporation, we converted 25,000 ordinary shares to ordinary class A shares and issued certain preferred shares to facilitate the merger. The ordinary class A shares and preferred shares were re-acquired and cancelled following the merger. No preferred shares and no ordinary class A shares were outstanding at September 26, 2025.

Our authorized share capital consisted of 1,500,000,000 ordinary shares with a par value of $0.01 per share, two preferred shares with a par value of $1.00 per share, and 25,000 ordinary class A shares with a par value of €1.00 per share as of September 26, 2025. The authorized share capital includes 25,000 ordinary class A shares with a par value of €1.00 per share in order to satisfy statutory requirements for the incorporation of all Irish public limited companies.

Contributed Surplus

As a result of cumulative equity transactions, including dividend activity and treasury share cancellations, our contributed surplus balance was reduced to zero with residual activity recorded against accumulated earnings as reflected on the Consolidated Statement of Shareholders’ Equity. To the extent that the contributed surplus balance continues to be zero, the impact of future transactions that normally would have been recorded as a reduction of contributed surplus will be recorded in accumulated earnings.

As an Irish company, dividends are made from accumulated realized profits as defined under Irish company law. As of fiscal year end 2025, Irish accumulated realized profits were approximately $47 billion.

Dividends

We paid cash dividends to shareholders of $2.72, $2.48, and $2.30 per ordinary/common share in fiscal 2025, 2024, and 2023, respectively.

Following our change in place of incorporation, dividends on our ordinary shares, if any, may be declared on a quarterly basis by our board of directors, as provided by Irish law. Shareholder approval is no longer required for interim dividends.

In September 2025, our board of directors declared a regular quarterly cash dividend of $0.71 per ordinary share, payable on December 12, 2025, to shareholders of record on November 21, 2025. At fiscal year end 2025 and 2024, dividends payable to shareholders of $209 million and $390 million, respectively, were recorded in accrued and other current liabilities on the Consolidated Balance Sheets.

Share Repurchase Program

In fiscal 2025, our board of directors authorized an increase of $2.5 billion in our share repurchase program. Shares repurchased under the share repurchase program were as follows:

Fiscal

    

2025

    

2024

    

2023

    

(in millions)

Number of ordinary/common shares repurchased

8

 

14

 

8

Repurchase value

$

1,356

 

$

1,991

 

$

946

At fiscal year end 2025, we had $1.4 billion of availability remaining under our share repurchase authorization.

Redeemable Noncontrolling Interest

We owned approximately 71% of our First Sensor AG (“First Sensor”) subsidiary as of fiscal year end 2025. The noncontrolling interest holders can elect either (1) to remain First Sensor shareholders and receive recurring annual compensation of €0.56 per First Sensor share or (2) to put their First Sensor shares in exchange for compensation of €33.27 per First Sensor share. As the exercise of the put right by First Sensor noncontrolling interest shareholders is not within our control, our First Sensor noncontrolling interest balance is recorded as redeemable noncontrolling interest outside of equity on the Consolidated Balance Sheets as of fiscal year end 2025 and 2024.

v3.25.3
Accumulated Other Comprehensive Income (Loss)
12 Months Ended
Sep. 26, 2025
Accumulated Other Comprehensive Income (Loss).  
Accumulated Other Comprehensive Income (Loss)

18. Accumulated Other Comprehensive Income (Loss)

The changes in each component of accumulated other comprehensive income (loss) were as follows:

Foreign

Unrecognized

Gains (Losses)

Accumulated

Currency

Pension and

on Cash

Other

Translation

Postretirement

Flow

Comprehensive

  

Adjustments(1)

  

Benefit Costs

  

Hedges

  

Income (Loss)

    

(in millions)

Balance at fiscal year end 2022

$

(177)

$

(216)

$

(102)

$

(495)

Other comprehensive income, net of tax:

Other comprehensive income before reclassifications

 

251

21

31

303

Amounts reclassified from accumulated other comprehensive income (loss)

 

10

4

38

52

Income tax expense

(5)

(4)

(9)

Other comprehensive income, net of tax

261

20

65

346

Less: other comprehensive income attributable to noncontrolling interests

(9)

(9)

Balance at fiscal year end 2023

$

75

$

(196)

$

(37)

$

(158)

Other comprehensive income (loss), net of tax:

Other comprehensive income (loss) before reclassifications

130

(56)

102

176

Amounts reclassified from accumulated other comprehensive income (loss)

 

1

4

(18)

(13)

Income tax (expense) benefit

 

15

(8)

7

Other comprehensive income (loss), net of tax

131

(37)

76

170

Less: other comprehensive income attributable to noncontrolling interests

(7)

(7)

Balance at fiscal year end 2024

$

199

$

(233)

$

39

$

5

Other comprehensive income (loss), net of tax:

Other comprehensive income (loss) before reclassifications

(46)

40

77

71

Amounts reclassified from accumulated other comprehensive income (loss)

8

(53)

(45)

Income tax expense

(15)

(3)

(18)

Other comprehensive income (loss), net of tax

(46)

33

21

8

Less: other comprehensive income attributable to noncontrolling interests

(7)

(7)

Balance at fiscal year end 2025

$

146

$

(200)

$

60

$

6

(1)Includes hedges of net investment foreign currency exchange gains or losses which offset foreign currency exchange losses or gains attributable to the translation of the net investments.
v3.25.3
Share Plans
12 Months Ended
Sep. 26, 2025
Share Plans  
Share Plans

19. Share Plans

Our equity compensation plans, of which the 2024 Stock and Incentive Plan, amended and restated as of September 30, 2024 (the “2024 Plan”), is the primary plan, provide for the award of annual performance bonuses and long-term performance awards, including share options; restricted, performance, and deferred share units; and other share-based awards (collectively, “Awards”) and allow for the use of unissued shares or treasury shares to be used to satisfy such Awards. As of fiscal year end 2025, the 2024 Plan provided for a maximum of 20 million ordinary shares to be issued as Awards, subject to adjustment as provided under the terms of the plan. A total of 18 million of the shares remained available for issuance under the 2024 Plan as of fiscal year end 2025.

Share-Based Compensation Expense

Share-based compensation expense, which was included in selling, general, and administrative expenses on the Consolidated Statements of Operations, was as follows:

Fiscal

    

2025

    

2024

    

2023

    

(in millions)

Share-based compensation expense

$

149

 

$

127

 

$

123

We recognized a related tax benefit associated with our share-based compensation arrangements of $29 million, $25 million, and $25 million in fiscal 2025, 2024, and 2023, respectively.

Restricted Share Awards

Restricted share awards, which are generally in the form of restricted share units, are granted subject to certain restrictions. Conditions of vesting are determined at the time of grant. All restrictions on an award will lapse upon death or disability of the employee. If the employee satisfies retirement requirements, all or a portion of the award may vest, depending on the terms and conditions of the particular grant. Recipients of restricted share units have no voting rights, but do receive dividend equivalents. For grants that vest through passage of time, the fair value of the award at the time of the grant is amortized to expense over the period of vesting. The fair value of restricted share awards is determined based on the closing value of our shares on the grant date. Restricted share awards generally vest in increments over a period of four years as determined by the management development and compensation committee of our board of directors.

Restricted share award activity was as follows:

Weighted-Average

Grant-Date

    

Shares

    

Fair Value

    

Nonvested at fiscal year end 2024

 

1,429,201

$

133.29

Granted

 

623,197

 

153.48

Vested

 

(598,705)

 

133.56

Forfeited

 

(127,510)

 

137.10

Nonvested at fiscal year end 2025

 

1,326,183

$

142.44

The weighted-average grant-date fair value of restricted share awards granted during fiscal 2025, 2024, and 2023 was $153.48, $135.32, and $124.92, respectively.

The total fair value of restricted share awards that vested during fiscal 2025, 2024, and 2023 was $80 million, $73 million, and $54 million, respectively.

As of fiscal year end 2025, there was $91 million of unrecognized compensation expense related to nonvested restricted share awards, which is expected to be recognized over a weighted-average period of 1.7 years.

Performance Share Awards

Performance share awards, which are generally in the form of performance share units, are granted with pay-out subject to vesting requirements and certain performance conditions that are determined at the time of grant. Based on our performance, the pay-out of performance share units can range from 0% to 200% of the number of units originally granted. The grant-date fair value of performance share awards is expensed over the period of performance once achievement of the performance criteria is deemed probable. Recipients of performance share units have no voting rights but do receive dividend equivalents. Performance share awards generally vest after a period of three years as determined by the management development and compensation committee of our board of directors.

Performance share award activity was as follows:

Weighted-Average

Grant-Date

    

Shares

    

Fair Value

    

Outstanding at fiscal year end 2024

 

467,998

$

136.11

Granted

 

160,802

 

153.44

Vested

(140,229)

157.49

Forfeited

 

(2,343)

 

131.77

Outstanding at fiscal year end 2025

 

486,228

$

135.69

The weighted-average grant-date fair value of performance share awards granted during fiscal 2025, 2024, and 2023 was $153.44, $129.05, and $120.06, respectively.

The total fair value of performance share awards that vested during fiscal 2025, 2024, and 2023 was $22 million, $20 million, and $17 million, respectively.

As of fiscal year end 2025, there was $30 million of unrecognized compensation expense related to nonvested performance share awards, which is expected to be recognized over a weighted-average period of 1.1 years.

Share Options

Share options are granted to purchase our shares at prices which are equal to or greater than the market price of the shares on the date the option is granted. Conditions of vesting are determined at the time of grant. All restrictions on the award will lapse upon death or disability of the employee. If the employee satisfies retirement requirements, all or a portion of the award may vest, depending on the terms and conditions of the particular grant. Options generally vest and become exercisable in equal annual installments over a period of four years and expire ten years after the date of grant.

Share option award activity was as follows:

Weighted-Average

Weighted-Average

Remaining

Aggregate

Exercise

Contractual

Intrinsic

    

Shares

    

Price

    

Term

    

Value

    

(in years)

(in millions)

Outstanding at fiscal year end 2024

 

5,383,285

$

112.33

Granted

 

733,000

 

153.11

Exercised

 

(1,903,343)

 

94.21

Forfeited

 

(96,346)

 

137.72

Outstanding at fiscal year end 2025

 

4,116,596

$

127.38

 

6.5

$

369

Vested and expected to vest at fiscal year end 2025

 

4,051,465

$

127.12

 

6.5

$

364

Exercisable at fiscal year end 2025

 

2,213,966

$

116.03

 

5.2

$

224

The weighted-average exercise price of share option awards granted during fiscal 2025, 2024, and 2023 was $153.11, $131.86, and $124.56, respectively.

The total intrinsic value of options exercised during fiscal 2025, 2024, and 2023 was $157 million, $59 million, and $30 million, respectively. We received cash related to the exercise of options of $182 million, $89 million, and $43 million in fiscal 2025, 2024, and 2023, respectively.

As of fiscal year end 2025, there was $26 million of unrecognized compensation expense related to nonvested share options granted under our share option plans, which is expected to be recognized over a weighted-average period of 1.5 years.

Share-Based Compensation Assumptions

The grant-date fair value of each share option grant was estimated using the Black-Scholes-Merton option pricing model. Use of a valuation model requires management to make certain assumptions with respect to selected model inputs. We employ our historical share volatility when calculating the grant-date fair value of our share option grants using the Black-Scholes-Merton option pricing model. Currently, we do not have exchange-traded options of sufficient duration to employ an implied volatility assumption in the calculation and therefore rely solely on the historical volatility calculation. The average expected life was based on the contractual term of the option and expected employee exercise and post-vesting employment termination behavior. The risk-free interest rate was based on U.S. Treasury zero-coupon issues with a remaining term that approximated the expected life assumed at the date of grant. The expected annual dividend per share was based on our expected dividend rate. The recognized share-based compensation expense was net of estimated forfeitures, which are based on voluntary termination behavior as well as an analysis of actual option forfeitures.

The weighted-average grant-date fair value of options granted and the weighted-average assumptions we used in the Black-Scholes-Merton option pricing model were as follows:

    

Fiscal

2025

    

2024

    

2023

    

  

Weighted-average grant-date fair value

$

46.38

$

39.79

$

35.90

Assumptions:

Expected share price volatility

    

 

31

%  

 

31

%  

 

31

%

Risk-free interest rate

 

4.4

%  

 

4.6

%  

 

4.0

%

Expected annual dividend per share

$

2.60

$

2.36

$

2.24

Expected life of options (in years)

 

5.3

 

5.3

 

5.1

v3.25.3
Segment and Geographic Data
12 Months Ended
Sep. 26, 2025
Segment and Geographic Data  
Segment and Geographic Data

20. Segment and Geographic Data

Effective for fiscal 2025, we reorganized our management and segments to align the organization around our current strategy. Our businesses in the former Communications Solutions segment have been moved into the Industrial Solutions segment. Also, the appliances and industrial equipment businesses have been combined to form the automation and connected living business. In addition, we realigned certain product lines and businesses from the Industrial Solutions and former Communications Solutions segments to the Transportation Solutions segment. We now operate through two reportable segments: Transportation Solutions and Industrial Solutions. Our segments are organized based on several factors, including differences in markets, products, and customers. See Note 1 for a description of our segments. The following segment information reflects the new segment reporting structure. Prior period segment results have been recast to conform to the new segment structure.

Segment performance is evaluated by our chief operating decision maker (“CODM”), the Chief Executive Officer, based primarily on net sales and operating income. On a regular basis, the CODM considers segment results in combination with budget-to-actual variances, segment performance reviews, trends and forecasts, and the overall economic environment to assess segment performance, make decisions, and determine how to allocate capital and other resources to the segments.

Costs specific to a segment are charged to the segment, and corporate expenses, such as headquarters administrative costs, are allocated to the segments based on each segment’s share of total operating income. Intersegment sales are not material. Corporate assets are allocated to the segments based on each segment’s share of total segment assets.

No single customer accounted for a significant amount of our net sales in fiscal 2025, 2024, or 2023.

As we are not organized by product or service, it is not practicable to disclose net sales by product or service.

Net sales by segment and industry end market were as follows:

Fiscal

    

2025

    

2024

    

2023

    

(in millions)

Transportation Solutions:

Automotive

$

7,052

$

7,039

$

7,038

Commercial transportation

 

1,425

 

1,456

 

1,525

Sensors

 

911

 

986

 

1,112

Total Transportation Solutions

9,388

9,481

9,675

Industrial Solutions:

Digital data networks

2,208

1,274

1,162

Automation and connected living

2,147

1,994

2,352

Aerospace, defense, and marine

1,483

1,344

1,178

Energy

1,344

919

883

Medical

692

833

784

Total Industrial Solutions

7,874

6,364

6,359

Total

$

17,262

$

15,845

$

16,034

Net sales by geographic region and segment were as follows:

Fiscal

    

2025

    

2024

    

2023

    

(in millions)

Asia–Pacific:

Transportation Solutions

$

4,118

$

3,709

$

3,447

Industrial Solutions

2,434

1,658

1,709

Total Asia–Pacific

6,552

5,367

5,156

Europe/Middle East/Africa (“EMEA”):

Transportation Solutions

3,282

3,600

3,897

Industrial Solutions

2,460

2,299

2,311

Total EMEA

5,742

5,899

6,208

Americas:

Transportation Solutions

1,988

2,172

2,331

Industrial Solutions

2,980

2,407

2,339

Total Americas

4,968

4,579

4,670

Total

$

17,262

$

15,845

$

16,034

The following table presents operating results and other data by reportable segment:

Transportation

Industrial

Solutions

  

Solutions

  

Total

  

(in millions)

As of or for the fiscal year ended September 26, 2025

Net sales

$

9,388

$

7,874

$

17,262

Less:

Cost of sales

6,151

5,032

11,183

Selling, general, and administrative expenses

892

974

1,866

Research, development, and engineering expenses

452

377

829

Other segment items(1)

75

98

173

Operating income

$

1,818

$

1,393

$

3,211

Depreciation

$

405

$

243

$

648

Amortization

70

120

190

Capital expenditures

495

441

936

Segment assets(2)

5,975

4,439

10,414

As of or for the fiscal year ended September 27, 2024

Net sales

$

9,481

$

6,364

$

15,845

Less:

Cost of sales

6,220

4,169

10,389

Selling, general, and administrative expenses

874

858

1,732

Research, development, and engineering expenses

440

301

741

Other segment items(1)

67

120

187

Operating income

$

1,880

$

916

$

2,796

Depreciation

$

451

$

209

$

660

Amortization

71

95

166

Capital expenditures

431

249

680

Segment assets(2)

5,758

3,717

9,475

As of or for the fiscal year ended September 29, 2023

Net sales

$

9,675

$

6,359

$

16,034

Less:

Cost of sales

6,702

4,277

10,979

Selling, general, and administrative expenses

840

830

1,670

Research, development, and engineering expenses

432

276

708

Other segment items(1)

214

159

373

Operating income

$

1,487

$

817

$

2,304

Depreciation

$

398

$

209

$

607

Amortization

92

95

187

Capital expenditures

471

261

732

Segment assets(2)

5,762

3,511

9,273

(1)Other segment items consist of acquisition and integration costs and net restructuring and other charges.
(2)Segment assets are composed of accounts receivable, inventories, and net property, plant, and equipment.

The following table presents a reconciliation of segment assets to total assets:

Fiscal Year End

    

2025

    

2024

    

2023

    

(in millions)

Total segment assets

$

10,414

$

9,475

$

9,273

Other current assets

 

1,864

 

2,059

 

2,373

Other noncurrent assets

 

12,803

 

11,320

 

10,066

Total assets

$

25,081

$

22,854

$

21,712

Net sales and net property, plant, and equipment by geographic region were as follows:

Property, Plant, and

Net Sales(1)

Equipment, Net

Fiscal

Fiscal Year End

    

2025

    

2024

    

2023

    

2025

    

2024

    

2023

    

(in millions)

Asia–Pacific:

China

$

4,610

$

3,571

$

3,182

$

970

$

844

$

794

Other Asia–Pacific

 

1,942

 

1,796

 

1,974

 

373

 

332

 

294

Total Asia–Pacific

6,552

5,367

5,156

1,343

1,176

1,088

EMEA:

Switzerland

3,860

3,906

4,111

15

7

6

Germany

 

193

 

236

 

405

 

592

 

586

 

637

Other EMEA

1,689

1,757

1,692

1,134

1,060

965

Total EMEA

 

5,742

 

5,899

 

6,208

 

1,741

 

1,653

 

1,608

Americas:

U.S.

4,408

4,020

4,107

1,085

953

933

Other Americas

 

560

 

559

 

563

 

143

 

121

 

125

Total Americas

 

4,968

 

4,579

 

4,670

 

1,228

 

1,074

 

1,058

Total

$

17,262

$

15,845

$

16,034

$

4,312

$

3,903

$

3,754

(1)

Net sales to external customers are attributed to individual countries based on the legal entity that records the sale.

v3.25.3
SCHEDULE II-VALUATION AND QUALIFYING ACCOUNTS
12 Months Ended
Sep. 26, 2025
SCHEDULE II-VALUATION AND QUALIFYING ACCOUNTS  
SCHEDULE II-VALUATION AND QUALIFYING ACCOUNTS

TE CONNECTIVITY PLC

SCHEDULE II—VALUATION AND QUALIFYING ACCOUNTS

Fiscal Years Ended September 26, 2025, September 27, 2024, and September 29, 2023

Additions

Balance at

Charged to

Acquisitions,

Write-offs

Balance at

Beginning of

Costs and

Divestitures,

and

End of

Description

    

Fiscal Year

    

Expenses

    

and Other

    

Deductions

    

Fiscal Year

    

(in millions)

Fiscal 2025:

Allowance for doubtful accounts receivable

$

32

$

22

$

1

$

(11)

$

44

Valuation allowance on deferred tax assets

 

8,285

954

(418)

 

8,821

Fiscal 2024:

Allowance for doubtful accounts receivable

$

30

$

15

$

2

$

(15)

$

32

Valuation allowance on deferred tax assets

 

7,416

916

(47)

 

8,285

Fiscal 2023:

Allowance for doubtful accounts receivable

$

45

$

(1)

$

$

(14)

$

30

Valuation allowance on deferred tax assets

 

7,112

406

(102)

 

7,416

v3.25.3
Pay vs Performance Disclosure - USD ($)
$ in Millions
12 Months Ended
Sep. 26, 2025
Sep. 27, 2024
Sep. 29, 2023
Pay vs Performance Disclosure      
Net Income (Loss) $ 1,842 $ 3,193 $ 1,910
v3.25.3
Insider Trading Arrangements
3 Months Ended
Sep. 26, 2025
Trading Arrangements, by Individual  
Non-Rule 10b5-1 Arrangement Adopted false
Rule 10b5-1 Arrangement Terminated false
Non-Rule 10b5-1 Arrangement Terminated false
Terrence R. Curtin  
Trading Arrangements, by Individual  
Material Terms of Trading Arrangement
In the quarter ended September 26, 2025, Terrence R. Curtin, Chief Executive Officer and Director, adopted a plan for the sale of our securities intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). Mr. Curtin’s plan was adopted August 20, 2025 and expires January 9, 2026, and provides for the potential sale of up to (i) 50% of the net ordinary shares that vest in December 2025 pursuant to the performance stock unit award granted to Mr. Curtin in November 2022, with such sale to occur no earlier than December 18, 2025 and (ii) potential sale of the remaining net ordinary shares that vest in December 2025 pursuant to the performance stock unit award granted to Mr. Curtin in November 2022, with such sale to occur no earlier than December 19, 2025.
Name Terrence R. Curtin
Title Chief Executive Officer and Director
Rule 10b5-1 Arrangement Adopted true
Adoption Date Aug. 20, 2025
Expiration Date Jan. 09, 2026
Heath A Mitts  
Trading Arrangements, by Individual  
Material Terms of Trading Arrangement
In the quarter ended September 26, 2025, Heath A. Mitts, Chief Financial Officer and Director, adopted a plan for the sale of our securities intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). Mr. Mitts’s plan was adopted August 21, 2025 and expires December 31, 2025, and provides for the potential sale of up to (i) 50% of the net ordinary shares that vest in December 2025 pursuant to the performance stock unit award granted to Mr. Mitts in November 2022, with such sale to occur no earlier than December 18, 2025 and (ii) potential sale of the remaining net ordinary shares that vest in December 2025 pursuant to the performance stock unit award granted to Mr. Mitts in November 2022, with such sale to occur no earlier than December 19, 2025.
Name Heath A. Mitts
Title Chief Financial Officer and Director
Rule 10b5-1 Arrangement Adopted true
Adoption Date Aug. 21, 2025
Expiration Date Dec. 31, 2025
v3.25.3
Insider Trading Policies and Procedures
12 Months Ended
Sep. 26, 2025
Insider Trading Policies and Procedures [Line Items]  
Insider Trading Policies and Procedures Adopted true
v3.25.3
Cybersecurity Risk Management and Strategy Disclosure
12 Months Ended
Sep. 26, 2025
Cybersecurity Risk Management, Strategy, and Governance [Line Items]  
Cybersecurity Risk Management Processes for Assessing, Identifying, and Managing Threats [Text Block]

Cybersecurity Risk Management and Strategy

Our cybersecurity risk management strategy and processes are designed to identify, assess, and manage risks to the confidentiality, integrity, and availability of our information technology environment, systems, and information. The cybersecurity risk management process is managed centrally and is led by our Chief Information Security Officer (“CISO”) who reports to our Chief Information Officer. Our cybersecurity program takes a risk-based approach and is integrated with our global enterprise risk management program. Our cybersecurity risk strategy is aligned with cyber/information security frameworks and industry standards, including the National Institute of Standards and Technology Cybersecurity Framework.

Our cybersecurity program includes the following risk management practices:

a formal cybersecurity risk assessment is performed annually in collaboration with our enterprise risk management function, resulting in updates to plans and actions that are incorporated into improvement projects;
our cybersecurity program maturity is benchmarked annually against global industry standards and norms. The result serves as a guide to identifying evolving risks, prioritizing improvements, and enhancing the program;
cybersecurity threats are evaluated throughout the year by our around-the-clock security operations center, utilizing a variety of third-party subscription and threat intelligence data sources, and data collected via internal monitoring and scanning processes;
annual security awareness trainings are required to be completed by employees, and monthly phishing campaigns and additional function-specific cybersecurity trainings are also conducted;
security and risk metrics are reviewed monthly and reported to leadership regularly;
external penetration tests are conducted annually by independent third parties and appropriate actions are taken to strengthen controls;
a cybersecurity incident response plan and governance charter are maintained by the cybersecurity incident response team. The cybersecurity incident response plan and supporting playbooks are utilized during table-top exercises and trainings. Participants may include information technology, business, corporate function, and external resources depending on the table-top scenario; and
third-party supplier security reviews are conducted based on risk. Reviews may include the assessment of security architecture, connections between our systems and the third party, data security controls, and user access controls.

To date, we do not believe that any risks from cybersecurity threats, nor any previous cybersecurity incidents, have materially affected our business strategy, results of operations, or financial condition. However, the sophistication of cybersecurity threats continues to increase, and the preventative actions we have taken and continue to take to reduce the risk of cybersecurity incidents and protect our systems and information may not successfully protect against future cybersecurity incidents, which could materially affect our business strategy, results of operations, or financial condition. For additional information on certain risks associated with cybersecurity, refer to the risk factors related to cybersecurity and information technology systems in “Part I, Item 1A. Risk Factors.”

Cybersecurity Risk Management Processes Integrated [Flag] true
Cybersecurity Risk Management Processes Integrated [Text Block]

Our cybersecurity risk management strategy and processes are designed to identify, assess, and manage risks to the confidentiality, integrity, and availability of our information technology environment, systems, and information. The cybersecurity risk management process is managed centrally and is led by our Chief Information Security Officer (“CISO”) who reports to our Chief Information Officer. Our cybersecurity program takes a risk-based approach and is integrated with our global enterprise risk management program. Our cybersecurity risk strategy is aligned with cyber/information security frameworks and industry standards, including the National Institute of Standards and Technology Cybersecurity Framework.

Our cybersecurity program includes the following risk management practices:

a formal cybersecurity risk assessment is performed annually in collaboration with our enterprise risk management function, resulting in updates to plans and actions that are incorporated into improvement projects;
our cybersecurity program maturity is benchmarked annually against global industry standards and norms. The result serves as a guide to identifying evolving risks, prioritizing improvements, and enhancing the program;
cybersecurity threats are evaluated throughout the year by our around-the-clock security operations center, utilizing a variety of third-party subscription and threat intelligence data sources, and data collected via internal monitoring and scanning processes;
annual security awareness trainings are required to be completed by employees, and monthly phishing campaigns and additional function-specific cybersecurity trainings are also conducted;
security and risk metrics are reviewed monthly and reported to leadership regularly;
external penetration tests are conducted annually by independent third parties and appropriate actions are taken to strengthen controls;
a cybersecurity incident response plan and governance charter are maintained by the cybersecurity incident response team. The cybersecurity incident response plan and supporting playbooks are utilized during table-top exercises and trainings. Participants may include information technology, business, corporate function, and external resources depending on the table-top scenario; and
third-party supplier security reviews are conducted based on risk. Reviews may include the assessment of security architecture, connections between our systems and the third party, data security controls, and user access controls.
Cybersecurity Risk Management Third Party Engaged [Flag] true
Cybersecurity Risk Third Party Oversight and Identification Processes [Flag] true
Cybersecurity Risk Materially Affected or Reasonably Likely to Materially Affect Registrant [Flag] false
Cybersecurity Risk Board of Directors Oversight [Text Block]

Cybersecurity Program Governance

Our cybersecurity program is governed by the information security committee (“ISC”), composed of our leaders from information technology, enterprise risk, legal, compliance, strategy, human resources, finance, internal audit, and various business units. On a quarterly basis, the CISO reports to the ISC on topics such as risk mitigation project status, audit results, security metrics, cyber incidents investigated and impact, if any, and significant changes that contribute toward protecting the enterprise from cybersecurity threats.

Our CISO has over 20 years of experience in information security leadership roles and over 9 years as our CISO. He holds many industry certifications, including Certified Information Systems Security Professional (“CISSP”), and is an active member in professional organizations. Also, certain members of our board of directors have completed cybersecurity program trainings, or have relevant industry experience.

Cybersecurity incidents are evaluated by a cross-functional team based on defined criteria and regularly communicated to leadership pursuant to criteria set forth in our incident response plan and related processes. We have engaged cybersecurity and information technology third-party consultants to assist in cybersecurity incident response including forensics and technical analysis.

The cybersecurity committee of our board of directors has oversight responsibility for cybersecurity risks. The CISO provides updates at least twice a year to the cybersecurity committee regarding matters related to information technology and cybersecurity risks including the state of our cybersecurity programs, emerging cybersecurity developments and threats, and our strategy to mitigate cybersecurity risk. Additionally, the full board of directors receives updates on cybersecurity risks twice a year as part of the enterprise risk management meetings.

Cybersecurity Risk Board Committee or Subcommittee Responsible for Oversight [Text Block] cybersecurity committee
Cybersecurity Risk Process for Informing Board Committee or Subcommittee Responsible for Oversight [Text Block] The cybersecurity committee of our board of directors has oversight responsibility for cybersecurity risks. The CISO provides updates at least twice a year to the cybersecurity committee regarding matters related to information technology and cybersecurity risks including the state of our cybersecurity programs, emerging cybersecurity developments and threats, and our strategy to mitigate cybersecurity risk. Additionally, the full board of directors receives updates on cybersecurity risks twice a year as part of the enterprise risk management meetings
Cybersecurity Risk Role of Management [Text Block] Our cybersecurity program is governed by the information security committee (“ISC”), composed of our leaders from information technology, enterprise risk, legal, compliance, strategy, human resources, finance, internal audit, and various business units. On a quarterly basis, the CISO reports to the ISC on topics such as risk mitigation project status, audit results, security metrics, cyber incidents investigated and impact, if any, and significant changes that contribute toward protecting the enterprise from cybersecurity threats
Cybersecurity Risk Management Positions or Committees Responsible [Flag] true
Cybersecurity Risk Management Positions or Committees Responsible [Text Block] information security committee (“ISC”)
Cybersecurity Risk Management Expertise of Management Responsible [Text Block] Our CISO has over 20 years of experience in information security leadership roles and over 9 years as our CISO. He holds many industry certifications, including Certified Information Systems Security Professional (“CISSP”), and is an active member in professional organizations. Also, certain members of our board of directors have completed cybersecurity program trainings, or have relevant industry experience
Cybersecurity Risk Process for Informing Management or Committees Responsible [Text Block] On a quarterly basis, the CISO reports to the ISC on topics such as risk mitigation project status, audit results, security metrics, cyber incidents investigated and impact, if any, and significant changes that contribute toward protecting the enterprise from cybersecurity threats
Cybersecurity Risk Management Positions or Committees Responsible Report to Board [Flag] true
v3.25.3
Summary of Significant Accounting Policies (Policies)
12 Months Ended
Sep. 26, 2025
Summary of Significant Accounting Policies  
Basis of Presentation

1. Basis of Presentation

The Consolidated Financial Statements reflect the consolidated operations of TE Connectivity plc and its subsidiaries and have been prepared in United States (“U.S.”) dollars in accordance with accounting principles generally accepted in the U.S. (“GAAP”).

Use of Estimates

Use of Estimates

The preparation of the Consolidated Financial Statements in conformity with GAAP requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities, the disclosure of contingent assets and liabilities, and the reported amounts of revenues and expenses. Actual results could differ from these estimates.

Fiscal Year

Fiscal Year

We have a 52- or 53-week fiscal year that ends on the last Friday of September. Fiscal 2025, 2024, and 2023 ended on September 26, 2025, September 27, 2024, and September 29, 2023, respectively. Fiscal 2025, 2024, and 2023 were each 52 weeks in length. For fiscal years in which there are 53 weeks, the fourth fiscal quarter includes 14 weeks, with the next occurrence taking place in fiscal 2028.

Principles of Consolidation

Principles of Consolidation

We consolidate entities in which we own or control more than 50% of the voting shares or otherwise control through similar rights. All intercompany transactions have been eliminated. The results of companies acquired or disposed of are included on the Consolidated Financial Statements from the effective date of acquisition or up to the date of disposal.

Revenue Recognition

Revenue Recognition

We account for revenue in accordance with Accounting Standards Codification (“ASC”) 606, Revenue from Contracts with Customers, which is a single, comprehensive, five-step revenue recognition model. Our revenues are generated principally from the sale of our products. Revenue is recognized as performance obligations under the terms of a contract, such as a purchase order with a customer, are satisfied; generally this occurs with the transfer of control. We transfer control and recognize revenue when we ship product to our customers, the customers accept and have legal title for the product, and we have a right to payment for such product. Revenue is measured as the amount of consideration that we expect to receive in exchange for those products and excludes taxes assessed by governmental authorities and collected from customers concurrent with the sale of products. Shipping and handling costs are treated as fulfillment costs and are included in cost of sales. Since we typically invoice our customers when we satisfy our performance obligations, we do not have material contract assets or contract liabilities. Our credit terms are customary and do not contain significant financing components that extend beyond one year of fulfillment of performance obligations. We apply the practical expedient of ASC 606 with respect to financing components and do not evaluate contracts in which payment is due within one year of satisfaction of the related performance obligation. Since our performance obligations to deliver products are part of contracts that generally have original durations of one year or less, we have elected to use the optional exemption to not disclose the aggregate amount of transaction prices associated with unsatisfied or partially satisfied performance obligations. See Note 20 for net sales disaggregated by industry end market and geographic region which is summarized by segment and that we consider meaningful to depict the nature, amount, timing, and uncertainty of revenue and cash flows affected by economic factors.

Our standard terms of sale generally warrant that our products will conform to our, or mutually agreed to, specifications and that our products will be free from material defects in materials and workmanship for a limited time. In certain instances, we may sell products to customers under terms other than our standard terms. We do not account for warranties as separate performance obligations. Amounts accrued for warranty claims were $28 million and $34 million at fiscal year end 2025 and 2024, respectively.

Although products are generally sold at fixed prices, certain distributors and customers receive incentives or awards, such as sales rebates, return allowances, scrap allowances, and other rights, which are accounted for as variable consideration. We estimate these amounts in the same period revenue is recognized based on the expected value to be provided to customers and reduce revenue accordingly. Our estimates of variable consideration and ultimate determination of the estimated amounts to include in the transaction price are based primarily on our assessment of anticipated performance and historical and forecasted information that is reasonably available to us.

Inventories

Inventories

Inventories are recorded at the lower of cost or net realizable value using the first-in, first-out cost method.

Property, Plant, and Equipment, Net

Property, Plant, and Equipment, Net

Property, plant, and equipment is recorded at cost less accumulated depreciation. Maintenance and repair expenditures are charged to expense when incurred. Depreciation is calculated using the straight-line method over the estimated useful lives of the assets, which are 10 to 20 years for land improvements, 5 to 40 years for buildings and improvements, and 1 to 15 years for machinery and equipment.

We periodically evaluate, when events and circumstances warrant, the net realizable value of property, plant, and equipment and other long-lived assets, relying on several factors including operating results, business plans, economic projections, and anticipated future cash flows. When indicators of potential impairment are present, the carrying values of the asset group are evaluated in relation to the operating performance and estimated future undiscounted cash flows of the underlying asset group. Impairment of the carrying value is recognized whenever anticipated future undiscounted cash flow estimates are less than the carrying value of the asset. Fair value estimates are based on assumptions concerning the amount and timing of estimated future cash flows and discount rates, reflecting varying degrees of perceived risk.

Goodwill and Other Intangible Assets

Goodwill and Other Intangible Assets

We account for goodwill and other intangible assets in accordance with ASC 350, Intangibles—Goodwill and Other.

Intangible assets include both indeterminable-lived residual goodwill and determinable-lived identifiable intangible assets. Intangible assets with determinable lives primarily include customer relationships and intellectual property, consisting of patents, trademarks, and unpatented technology. Recoverability estimates range from 1 to 50 years and costs are generally amortized on a straight-line basis. Evaluations of the remaining useful lives of determinable-lived intangible assets are performed on a periodic basis and when events and circumstances warrant.

At fiscal year end 2025, we had four reporting units, all of which contained goodwill. There were two reporting units in both the Transportation Solutions and Industrial Solutions segments. When changes occur in the composition of one or more reporting units, goodwill is reassigned to the reporting units affected based on their relative fair values.

Goodwill impairment is evaluated by comparing the carrying value of each reporting unit to its fair value on the first day of the fourth fiscal quarter of each year or more frequently if events or changes in circumstances indicate that the asset may be impaired. In assessing a potential impairment, management relies on several reporting unit-specific factors including operating results, business plans, economic projections, anticipated future cash flows, transactions, and marketplace data. There are inherent uncertainties related to these factors and management’s judgment in applying these factors to the impairment analysis.

When testing for goodwill impairment, we identify potential impairment by comparing the fair value of a reporting unit with its carrying amount. If the carrying amount of a reporting unit exceeds its fair value, a goodwill impairment charge will be recorded for the amount of the excess, limited to the total amount of goodwill allocated to the reporting unit.

Fair value estimates used in the goodwill impairment tests are calculated using an income approach based on the present value of future cash flows of each reporting unit. The income approach is supported by a guideline analysis (a market approach). These approaches incorporate several assumptions including future growth rates, discount rates, income tax rates, and market activity in assessing fair value and are reporting unit specific. Changes in economic and operating conditions impacting these assumptions could result in goodwill impairments in future periods.

Research and Development

Research and Development

Research and development expenditures are expensed when incurred and are included in research, development, and engineering expenses on the Consolidated Statements of Operations. Research and development expenses include salaries, direct costs incurred, and building and overhead expenses. The amounts expensed in fiscal 2025, 2024, and 2023 were $699 million, $621 million, and $593 million, respectively.

Income Taxes

Income Taxes

Income taxes are computed in accordance with the provisions of ASC 740, Income Taxes. Deferred tax liabilities and assets are recognized for the expected future tax consequences of events that have been reflected on the Consolidated Financial Statements. Deferred tax liabilities and assets are determined based on the differences between the book and tax bases of particular assets and liabilities and operating loss carryforwards using tax rates in effect for the years in which the differences are expected to reverse. A valuation allowance is provided to offset deferred tax assets if, based upon the available evidence, it is more likely than not that some or all of the deferred tax assets will not be realized.

The calculation of our tax liabilities includes estimates for uncertainties in the application of complex tax regulations across multiple global jurisdictions where we conduct our operations. Under the uncertain tax position provisions of ASC 740, we recognize liabilities for tax and related interest for issues in tax jurisdictions based on our estimate of whether, and the extent to which, additional taxes and related interest will be due. These tax liabilities and related interest are reflected net of the impact of related tax loss carryforwards, as such tax loss carryforwards will be applied against these tax liabilities and will reduce the amount of cash tax payments due upon the eventual settlement with the tax authorities. These estimates may change due to changing facts and circumstances. Due to the complexity of these uncertainties, the ultimate resolution may result in a settlement that differs from our current estimate of the tax liabilities and related interest.

Financial Instruments

Financial Instruments

Our financial instruments consist primarily of cash and cash equivalents, accounts receivable, accounts payable, debt, and derivative financial instruments.

We account for derivative financial instrument contracts on the Consolidated Balance Sheets at fair value. For instruments not designated as hedges under ASC 815, Derivatives and Hedging, the changes in the instruments’ fair value are recognized currently in earnings. For instruments designated as cash flow hedges, the effective portion of changes in the fair value of a derivative is recorded in other comprehensive income (loss) and reclassified into earnings in the same period or periods during which the underlying hedged item affects earnings. Amounts excluded from the hedging relationship are recognized currently in earnings. Changes in the fair value of instruments designated as fair value hedges affect the carrying value of the asset or liability hedged, with changes in both the derivative instrument and the hedged asset or liability being recognized currently in earnings. Changes in the fair value of instruments designated as hedges of net investment are recorded in currency translation, a component of accumulated other comprehensive income (loss).

We determine the fair value of our financial instruments using methods and assumptions that are based on market conditions and risks existing at each balance sheet date. Standard market conventions are used to determine the fair value of financial instruments, including derivatives.

The cash flows related to derivative financial instruments are reported in the operating activities section of the Consolidated Statements of Cash Flows.

Our derivative financial instruments present certain market and counterparty risks. Concentration of counterparty risk is mitigated, however, by our use of financial institutions worldwide, substantially all of which have long-term S&P, Moody’s, and/or Fitch credit ratings of A/A2 or higher. In addition, we utilize only conventional derivative financial instruments. We are exposed to potential losses if a counterparty fails to perform according to the terms of its agreement. With respect to counterparty net asset positions recognized at fiscal year end 2025, we have assessed the likelihood of counterparty default as remote. We currently provide guarantees from a wholly-owned subsidiary to the counterparties to our commodity swap derivatives. The likelihood of performance on the guarantees has been assessed as remote. For all other derivative financial instruments, we are not required to provide, nor do we require counterparties to provide, collateral or other security.

Fair Value Measurements

Fair Value Measurements

ASC 820, Fair Value Measurements and Disclosures, specifies a fair value hierarchy based upon the observable inputs utilized in valuation of certain assets and liabilities. Observable inputs (highest level) reflect market data obtained from independent sources, while unobservable inputs (lowest level) reflect internally developed market assumptions. Fair value measurements are classified under the following hierarchy:

Level 1—Quoted prices in active markets for identical assets and liabilities.
Level 2—Quoted prices in active markets for similar assets and liabilities, or other inputs that are observable for the asset or liability, either directly or indirectly, for substantially the full term of the asset or liability.
Level 3—Unobservable inputs that are supported by little or no market activity and that are significant to the fair value of the assets and liabilities. This includes certain pricing models, discounted cash flows methodologies, and similar techniques that use significant unobservable inputs.

Derivative financial instruments measured at fair value on a recurring basis are generally valued using level 2 inputs.

Financial instruments other than derivative instruments include cash and cash equivalents, accounts receivable, accounts payable, and debt. These instruments are recorded on the Consolidated Balance Sheets at book value. For cash and cash equivalents, accounts receivable, and accounts payable, we believe book value approximates fair value due to the short-term nature of these instruments. See Note 10 for disclosure of the fair value of debt. The following is a description of the valuation methodologies used for the respective financial instruments:

Cash and cash equivalents—Cash and cash equivalents are valued at book value, which we consider to be equivalent to unadjusted quoted prices (level 1).
Accounts receivable—Accounts receivable are valued based on the net value expected to be realized. The net realizable value generally represents an observable contractual agreement (level 2).
Accounts payable—Accounts payable are valued based on the net value expected to be paid, generally supported by an observable contractual agreement (level 2).
Debt—The fair value of debt, including both current and non-current maturities, is derived from quoted market prices or other pricing determinations based on the results of market approach valuation models using observable market data such as recently reported trades, bid and offer information, and benchmark securities (level 2).
Pension Plans

Pension Plans

The funded status of our defined benefit pension plans is recognized on the Consolidated Balance Sheets and is measured as the difference between the fair value of plan assets and the projected benefit obligation at the measurement date. The projected benefit obligation represents the actuarial present value of benefits projected to be paid upon retirement factoring in estimated future compensation levels. The fair value of plan assets represents the current market value of cumulative company and participant contributions made to irrevocable trust funds, held for the sole benefit of participants, which are invested by the trustees of the funds. The benefits under our defined benefit pension plans are based on various factors, such as years of service and compensation.

Net periodic pension benefit cost is based on the utilization of the projected unit credit method of calculation and is charged to earnings on a systematic basis over the expected average remaining service lives of current participants, or, for inactive plans, over the remaining life expectancy of participants.

The measurement of benefit obligations and net periodic benefit cost is based on estimates and assumptions determined by our management. These valuations reflect the terms of the plans and use participant-specific information such as compensation, age, and years of service, as well as certain assumptions, including estimates of discount rates, expected returns on plan assets, rates of compensation increases, interest crediting rates, and mortality rates.

Share-Based Compensation

Share-Based Compensation

We determine the fair value of share awards on the date of grant. Share options are valued using the Black-Scholes-Merton valuation model; restricted share awards and performance awards are valued using our end-of-day share price on the date of grant. The fair value is expensed ratably over the expected service period, with an allowance made for estimated forfeitures based on historical employee activity. Estimates regarding the attainment of performance criteria are reviewed periodically; the cumulative impact of a change in estimate regarding the attainment of performance criteria is recorded in the period in which that change is made.

Earnings Per Share

Earnings Per Share

Basic earnings per share is computed by dividing net income by the basic weighted-average number of ordinary shares outstanding. Diluted earnings per share is computed by dividing net income by the weighted-average number of ordinary shares outstanding adjusted for the potentially dilutive impact of share-based compensation arrangements.

Leases

Leases

We account for leases in accordance with ASC 842, Leases. We have facility, land, vehicle, and equipment leases that expire at various dates. We determine if a contract qualifies as a lease at inception. A contract is or contains a lease if it conveys the right to control the use of an identified asset for a period of time in exchange for consideration. The right to control the use of an asset includes the right to obtain substantially all of the economic benefits of the identified asset and the right to direct the use of the identified asset.

Lease right-of-use (“ROU”) assets and lease liabilities are recognized at the commencement date of the lease based on the present value of remaining lease payments over the lease term. Lease ROU assets represent our right to use the underlying assets for the lease term and lease liabilities represent the obligation to make lease payments arising from the leases. We do not recognize ROU assets or lease liabilities that arise from short-term leases. Since our lease contracts do not contain a readily determinable implicit rate, we determine a fully-collateralized incremental borrowing rate that reflects a similar term to the lease and the economic environment of the applicable country or region in which the asset is leased.

We have elected to account for fixed lease and non-lease components in our real estate leases as a single lease component; other leases generally do not contain non-lease components. The non-lease components in our real estate leases include logistics services, warehousing, and other operational costs. Many of these costs are variable, fluctuating based on services provided, such as pallets shipped in and out of a location or square footage of space occupied. These costs, and any other variable rental costs, are excluded from our ROU assets and lease liabilities and are expensed as incurred. Some of our leases may include options to either renew or early terminate the lease. The exercise of these options is generally at our sole discretion and would only occur if there is an economic, financial, or business reason to do so. Such options are included in the lease term if we determine it is reasonably certain they will be exercised.

Currency Translation

Currency Translation

For our non-U.S. dollar functional currency subsidiaries, assets and liabilities are translated into U.S. dollars using fiscal year end exchange rates. Sales and expenses are translated at average monthly exchange rates. Foreign currency translation gains and losses are included as a component of accumulated other comprehensive income (loss) within equity. Gains and losses resulting from foreign currency transactions are included in earnings.

Restructuring Charges

Restructuring Charges

Restructuring activities involve employee-related termination costs, facility exit costs, and asset impairments resulting from reductions-in-force, migration of facilities or product lines from higher-cost to lower-cost countries, or consolidation of facilities within countries. We recognize termination costs based on requirements established by severance policy, government law, or previous actions. Facility exit costs generally reflect the accelerated rent expense for ROU assets, expected lease termination costs, or costs that will continue to be incurred under the facility lease without future economic benefit to us. Restructuring activities often result in the disposal or abandonment of assets that require an acceleration of depreciation or impairment reflecting the excess of the assets’ carrying values over fair value.

The recognition of restructuring costs require that we make certain judgments and estimates regarding the nature, timing, and amount of costs associated with the planned exit activity. To the extent our actual results differ from our estimates and assumptions, we may be required to revise the estimated liabilities, requiring the recognition of additional restructuring costs or the reduction of liabilities already recognized. At the end of each reporting period, we evaluate the

remaining accrued balances to ensure these balances are properly stated and the utilization of the reserves are for their intended purpose in accordance with developed exit plans.

Contingent Liabilities

Contingent Liabilities

We record a loss contingency when the available information indicates it is probable that we have incurred a liability and the amount of the loss is reasonably estimable. When a range of possible losses with equal likelihood exists, we record the low end of the range. The likelihood of a loss with respect to a particular contingency is often difficult to predict, and determining a meaningful estimate of the loss or a range of loss may not be practicable based on information available. In addition, it is not uncommon for such matters to be resolved over many years, during which time relevant developments and new information must continuously be evaluated to determine whether a loss is probable and a reasonable estimate of that loss can be made. When a loss is probable but a reasonable estimate cannot be made, or when a loss is at least reasonably possible, disclosure is provided.

Recently Issued and Adopted Accounting Pronouncements

Recently Issued Accounting Pronouncements

In September 2025, the Financial Accounting Standards Board (“FASB”) issued Accounting Standards Update (“ASU”) No. 2025-06, Intangibles—Goodwill and Other—Internal-Use Software (Subtopic 350-40): Targeted Improvements to the Accounting for Internal-Use Software, to simplify accounting for internal-use software costs. The update will allow for capitalization of costs when management authorizes and commits to funding a project and it is probable that the project will be completed and the software will be used as intended. The amendments are effective for us in fiscal 2029; however, early adoption is permitted. We are currently assessing the impact that adoption will have on our Consolidated Financial Statements.

In November 2024, the FASB issued ASU No. 2024-03, Income Statement—Reporting Comprehensive Income—Expense Disaggregation Disclosures (Subtopic 220-40): Disaggregation of Income Statement Expenses, to improve disclosures about the nature of expenses in commonly presented financial statement captions. The amendments are effective for our fiscal 2028 Annual Report and subsequent interim periods; however, early adoption is permitted. The amendments can be applied either prospectively or retrospectively to all periods presented in the financial statements. We are currently assessing the impact that adoption will have on our Consolidated Financial Statements.

In March 2024, the U.S. Securities and Exchange Commission (“SEC”) issued its final climate disclosure rules, The Enhancement and Standardization of Climate-Related Disclosures for Investors, which require all registrants to provide certain climate-related information in their registration statements and annual reports. The rules require disclosure of, among other things, material climate-related risks, activities to mitigate or adapt to such risks, governance and oversight of such risks, material climate targets and goals, and Scope 1 and/or Scope 2 greenhouse gas emissions, on a phased-in basis, when those emissions are material. In addition, the final rules require certain disclosures in the notes to the financial statements, including the effects of severe weather events and other natural conditions. The rules are effective for us on a phased-in timeline starting in fiscal 2026; however, in April 2024, the SEC issued an order to voluntarily stay its final climate rules. We continue to monitor developments pertaining to the rules and any potential impacts on our Consolidated Financial Statements.

In December 2023, the FASB issued ASU No. 2023-09, Income Taxes (Topic 740): Improvements to Income Tax Disclosures, to enhance the transparency and decision usefulness of income tax disclosures through improvements to disclosures related primarily to the rate reconciliation and income taxes paid information. The amendments are effective for us in fiscal 2026. We are currently assessing the impact that adoption will have on our Consolidated Financial Statements.

Recently Adopted Accounting Pronouncement

In November 2023, the FASB issued ASU No. 2023-07, Segment Reporting (Topic 280): Improvements to Reportable Segment Disclosures, which updates reportable segment disclosure requirements primarily through enhanced disclosures about significant segment expenses. We adopted this update, on a retrospective basis, for our fiscal 2025 Annual Report. Adoption did not have a material impact on our Consolidated Financial Statements. See Note 20 for additional information regarding our reportable segments.

v3.25.3
Restructuring and Other Charges, Net (Tables)
12 Months Ended
Sep. 26, 2025
Restructuring and Other Charges, Net  
Schedule of net restructuring and other charges

Fiscal

    

2025

    

2024

    

2023

    

(in millions)

Restructuring charges, net

$

113

$

144

$

260

(Gain) loss on divestitures and impairment of held for sale business, net

(1)

(10)

77

Costs related to change in place of incorporation

11

20

Other charges, net

 

3

 

12

 

3

Restructuring and other charges, net

$

126

$

166

$

340

Net restructuring charges by segment

Fiscal

    

2025

    

2024

    

2023

    

(in millions)

Transportation Solutions

$

69

$

62

$

145

Industrial Solutions

 

44

 

82

 

115

Restructuring charges, net

$

113

$

144

$

260

Summary of activity in restructuring reserves

Balance at

Balance at

  

Beginning

Currency

End

of Fiscal

Changes in

Cash

Non-Cash

Translation

of Fiscal

    

Year

    

Charges

    

Estimate

    

Payments

    

Items

    

and Other

    

Year

    

(in millions)

Fiscal 2025 Activity:

Fiscal 2025 Actions:

Employee severance

$

$

93

$

$

(24)

$

$

6

$

75

Property, plant, and equipment

3

(3)

Total

96

(24)

(3)

6

75

Fiscal 2024 Actions:

Employee severance

72

2

(4)

(42)

28

Property, plant, and equipment

1

2

(3)

Total

72

3

(2)

(42)

(3)

28

Fiscal 2023 Actions:

Employee severance

116

2

(25)

(52)

(1)

40

Facility and other exit costs

2

(4)

2

Total

116

4

(25)

(56)

1

40

Pre-Fiscal 2023 Actions:

Employee severance

70

9

26

(73)

(2)

30

Facility and other exit costs

15

6

(4)

(12)

(1)

4

Total

85

15

22

(85)

(3)

34

Total fiscal 2025 activity

$

273

$

118

$

(5)

$

(207)

$

(6)

$

4

$

177

Fiscal 2024 Activity:

Fiscal 2024 Actions:

Employee severance

$

$

79

$

$

(9)

$

$

2

$

72

Property, plant, and equipment

7

(7)

Total

86

(9)

(7)

2

72

Fiscal 2023 Actions:

Employee severance

187

18

(16)

(79)

6

116

Facility and other exit costs

2

7

(9)

Property, plant, and equipment

13

(13)

Total

189

38

(16)

(88)

(13)

6

116

Pre-Fiscal 2023 Actions:

Employee severance

127

16

(4)

(74)

5

70

Facility and other exit costs

4

18

10

(17)

15

Property, plant, and equipment

(2)

(2)

4

Total

131

32

4

(91)

4

5

85

Total fiscal 2024 activity

$

320

$

156

$

(12)

$

(188)

$

(16)

$

13

$

273

Fiscal 2023 Activity:

Fiscal 2023 Actions:

Employee severance

$

$

238

$

$

(50)

$

$

(1)

$

187

Facility and other exit costs

 

3

(1)

2

Property, plant, and equipment

 

6

(6)

Total

 

247

(51)

(6)

(1)

189

Pre-Fiscal 2023 Actions:

Employee severance

 

220

13

(8)

(110)

12

127

Facility and other exit costs

 

8

7

6

(17)

4

Property, plant, and equipment

3

(8)

5

Total

 

228

 

23

 

(10)

 

(127)

 

5

 

12

 

131

Total fiscal 2023 activity

$

228

$

270

$

(10)

$

(178)

$

(1)

$

11

$

320

Restructuring reserves included on Consolidated Balance Sheets

Fiscal Year End

    

2025

    

2024

    

(in millions)

Accrued and other current liabilities

$

163

$

233

Other liabilities

 

14

 

40

Restructuring reserves

$

177

$

273

Fiscal 2023 Actions  
Restructuring and Other Charges, Net  
Schedule of cumulative charges incurred by segment

The following table summarizes cumulative charges incurred for the fiscal 2023 program by segment as of fiscal year end 2025:

Cumulative

Charges

    

Incurred

    

(in millions)

Transportation Solutions

$

122

Industrial Solutions

 

126

Total

$

248

v3.25.3
Acquisitions (Tables) - Richards Manufacturing Co.
12 Months Ended
Sep. 26, 2025
Business acquisition information  
Allocation of purchase price to the fair value of identifiable assets acquired and liabilities assumed

    

(in millions)

    

Cash and cash equivalents

$

41

Accounts receivable

47

Inventories

165

Other current assets

 

6

Property, plant, and equipment

62

Goodwill

 

1,028

Intangible assets

1,120

Other noncurrent assets

 

4

Total assets acquired

 

2,473

Accounts payable

18

Other current liabilities

14

Deferred income taxes

 

87

Other noncurrent liabilities

 

6

Total liabilities assumed

 

125

Net assets acquired

 

2,348

Cash and cash equivalents acquired

 

(41)

Net cash paid

$

2,307

Acquired intangible assets

Weighted-Average

Amortization

    

Amount

    

Period

    

(in millions)

(in years)

Customer relationships

$

1,000

20

Developed technology

 

90

16

Trade names and trademarks

 

30

10

Total

$

1,120

19

Pro forma financial information

Fiscal

2025

    

2024

(in millions, except

    

per share data)

    

Net sales

$

17,444

$

16,193

Net income

1,844

 

3,155

Diluted earnings per share

$

6.17

$

10.21

v3.25.3
Inventories (Tables)
12 Months Ended
Sep. 26, 2025
Inventories  
Schedule of inventories

Fiscal Year End

    

2025

    

2024

  

(in millions)

Raw materials

$

420

$

328

Work in progress

 

1,078

 

1,063

Finished goods

 

1,201

 

1,126

Inventories

$

2,699

$

2,517

v3.25.3
Property, Plant, and Equipment, Net (Tables)
12 Months Ended
Sep. 26, 2025
Property, Plant, and Equipment, Net  
Components of net property, plant, and equipment

Fiscal Year End

    

2025

    

2024

  

(in millions)

Property, plant, and equipment, gross:

Land and improvements

$

138

$

120

Buildings and improvements

 

1,692

 

1,571

Machinery and equipment

 

9,445

 

8,931

Construction in process

 

814

 

659

 

12,089

 

11,281

Accumulated depreciation

 

(7,777)

 

(7,378)

Property, plant, and equipment, net

$

4,312

$

3,903

v3.25.3
Goodwill (Tables)
12 Months Ended
Sep. 26, 2025
Goodwill.  
Changes in the carrying amount of goodwill by segment

Transportation

Industrial

    

Solutions

    

Solutions

    

Total

   

(in millions)

Balance at fiscal year end 2023(2)

$

1,543

$

3,920

$

5,463

Acquisition

180

180

Currency translation and other

 

41

 

117

 

158

Balance at fiscal year end 2024(2)

1,584

4,217

5,801

Acquisitions and purchase accounting adjustments

1,227

1,227

Currency translation

25

73

98

Balance at fiscal year end 2025(2)

$

1,609

$

5,517

$

7,126

(1)In connection with the reorganization of our segments, goodwill was reallocated to reporting units using a relative fair value approach. See Notes 1 and 20 for additional information regarding our new segment structure.
(2)At fiscal year end 2025, 2024, and 2023, accumulated impairment losses for the Transportation Solutions and Industrial Solutions segments were $3,091 million and $1,158 million, respectively.
v3.25.3
Intangible Assets, Net (Tables)
12 Months Ended
Sep. 26, 2025
Intangible Assets, Net  
Schedule of finite-lived intangible assets

Fiscal Year End

2025

2024

Gross

Net

Gross

Net

Carrying

Accumulated

Carrying

Carrying

Accumulated

Carrying

    

Amount

    

Amortization

    

Amount

    

Amount

    

Amortization

    

Amount

    

(in millions)

Customer relationships

$

3,033

$

(1,118)

$

1,915

$

1,901

$

(948)

$

953

Intellectual property

727

(430)

297

686

(481)

205

Other

 

23

 

(8)

 

15

 

23

 

(7)

 

16

Total

$

3,783

$

(1,556)

$

2,227

$

2,610

$

(1,436)

$

1,174

Schedule of finite-lived intangible assets, future amortization expense

At fiscal year end 2025, the aggregate amortization expense on intangible assets is expected to be as follows:

    

(in millions)

  

Fiscal 2026

$

227

Fiscal 2027

209

Fiscal 2028

 

172

Fiscal 2029

 

167

Fiscal 2030

 

157

Thereafter

 

1,295

Total

$

2,227

v3.25.3
Accrued and Other Current Liabilities (Tables)
12 Months Ended
Sep. 26, 2025
Accrued and Other Current Liabilities  
Schedule of Accrued Liabilities [Table Text Block]

Fiscal Year End

    

2025

    

2024

  

(in millions)

Accrued payroll and employee benefits

$

787

$

657

Dividends payable to shareholders

 

209

 

390

Restructuring reserves

 

163

 

233

Income taxes payable

 

153

 

113

Lease liability

126

128

Deferred revenue

115

58

Interest payable

 

62

 

27

Other

 

632

 

541

Accrued and other current liabilities

$

2,247

$

2,147

v3.25.3
Debt (Tables)
12 Months Ended
Sep. 26, 2025
Debt  
Schedule of debt

Fiscal Year End

    

2025

    

2024

  

(in millions)

Principal debt:

Commercial paper, at a weighted-average interest rate of 4.95% at fiscal year end 2024

$

$

255

0.00% euro-denominated senior notes due 2025

615

4.50% senior notes due 2026

500

500

3.70% senior notes due 2026

350

350

3.125% senior notes due 2027

400

400

2.50% euro-denominated senior notes due 2028

585

0.00% euro-denominated senior notes due 2029

643

615

4.625% senior notes due 2030

350

350

4.50% senior notes due 2031

450

2.50% senior notes due 2032

600

600

3.25% euro-denominated senior notes due 2033

877

5.00% senior notes due 2035

450

7.125% senior notes due 2037

 

477

 

477

Other

71

76

5,753

4,238

Unamortized discounts, premiums, and debt issuance costs, net

(59)

(35)

Total debt

$

5,694

$

4,203

Aggregate amounts of principal payments maturing during the next five years and thereafter

    

(in millions)

  

Fiscal 2026

$

852

Fiscal 2027

 

402

Fiscal 2028

 

585

Fiscal 2029

 

643

Fiscal 2030

 

350

Thereafter

 

2,921

Total

$

5,753

v3.25.3
Leases (Tables)
12 Months Ended
Sep. 26, 2025
Leases  
Schedule of components of lease cost

Fiscal

    

2025

    

2024

    

2023

    

    

(in millions)

    

Operating lease cost

$

145

$

134

$

129

Variable lease cost

57

53

55

Total lease cost

$

202

$

187

$

184

Schedule of Balance Sheet information related to leases

Fiscal Year End

    

2025

    

2024

    

($ in millions)

Operating lease ROU assets:

Other assets

$

479

$

433

Operating lease liabilities:

Accrued and other current liabilities

$

126

$

128

Other liabilities

365

313

Total operating lease liabilities

$

491

$

441

Weighted-average remaining lease term (in years)

5.7

5.5

Weighted-average discount rate

3.4

%

3.4

%

Schedule of Cash Flow information, including significant non-cash transactions, related to leases

Fiscal

    

2025

    

2024

    

2023

    

    

(in millions)

    

Cash paid for amounts included in the measurement of lease liabilities:

Payments for operating leases(1)

$

148

$

141

$

127

ROU assets, including modifications of existing leases, obtained in exchange for operating lease liabilities

183

180

106

(1)These payments are included in cash flows from operating activities, primarily in changes in accrued and other current liabilities.
Schedule of maturities of operating lease liabilities

    

(in millions)

    

Fiscal 2026

$

126

Fiscal 2027

107

Fiscal 2028

86

Fiscal 2029

62

Fiscal 2030

50

Thereafter

117

Total lease payments

548

Less: interest

(57)

Present value of lease liabilities

$

491

v3.25.3
Commitments and Contingencies (Tables)
12 Months Ended
Sep. 26, 2025
Commitments and Contingencies.  
Schedule of Supply Chain Finance Program

Fiscal

    

2025

  

(in millions)

Balance at beginning of fiscal year

$

105

Invoices confirmed during the fiscal year

 

514

Invoices paid during the fiscal year

 

(458)

Balance at end of fiscal year

$

161

v3.25.3
Financial Instruments and Fair Value Measurements (Tables)
12 Months Ended
Sep. 26, 2025
Net investment hedges  
Derivatives, Fair Value [Line Items]  
Schedule of impacts of hedging program

Fiscal

    

2025

    

2024

    

2023

    

(in millions)

 

Foreign currency exchange losses on intercompany loans and external borrowings(1)

$

(163)

$

(112)

$

(162)

Losses on cross-currency swap contracts designated as hedges of net investment(1)

 

(89)

 

(194)

 

(29)

(1)Recorded as currency translation, a component of accumulated other comprehensive income (loss), and offset by changes attributable to the translation of the net investment.
Cross-currency swap contracts | Net investment hedges  
Derivatives, Fair Value [Line Items]  
Summary of fair value of derivative instruments

Fiscal Year End

    

2025

    

2024

    

(in millions)

 

Prepaid expenses and other current assets

$

11

    

$

31

Other assets

 

23

 

11

Accrued and other current liabilities

97

51

Other liabilities

193

99

Commodity swap contracts | Cash flow hedges  
Derivatives, Fair Value [Line Items]  
Summary of fair value of derivative instruments

Fiscal Year End

    

2025

    

2024

    

(in millions)

 

Prepaid expenses and other current assets

$

73

    

$

52

Other assets

 

7

 

4

Accrued and other current liabilities

1

Schedule of impacts of hedging program

Fiscal

    

2025

    

2024

    

2023

    

(in millions)

 

Gains recorded in other comprehensive income (loss)

$

78

    

$

102

    

$

31

Gains (losses) reclassified from accumulated other comprehensive income (loss) into cost of sales

54

19

(39)

v3.25.3
Retirement Plans (Tables)
12 Months Ended
Sep. 26, 2025
Retirement Plans  
Net periodic pension benefit cost

Non-U.S. Plans

U.S. Plans

Fiscal

Fiscal

    

2025

    

2024

    

2023

    

2025

    

2024

    

2023

    

  

($ in millions)

Operating expense:

Service cost

$

31

$

28

$

29

$

7

$

7

$

9

Other (income) expense:

Interest cost

 

61

 

63

 

60

 

33

 

39

 

38

Expected returns on plan assets

 

(58)

 

(53)

 

(48)

 

(45)

 

(38)

 

(38)

Amortization of net actuarial loss

 

6

 

5

 

6

 

4

 

4

 

4

Amortization of prior service credit

 

(4)

 

(4)

 

(4)

 

 

 

Settlement and curtailment losses (gains) and other

5

(1)

(2)

Net periodic pension benefit cost (credit)

$

41

$

38

$

41

$

(1)

$

12

$

13

Weighted-average assumptions used to determine net pension benefit cost (credit) during the fiscal year:

Discount rate

 

3.59

%  

 

4.13

%  

 

3.80

%  

 

4.94

%  

 

6.04

%  

 

5.53

%

Expected returns on plan assets

 

4.96

%  

 

5.08

%  

 

4.61

%  

 

7.69

%  

 

7.10

%  

 

6.60

%

Rates of compensation increases

 

2.59

%  

 

2.68

%  

 

2.62

%  

 

%  

 

%  

 

%

Changes in benefit obligation and plan assets and the net amount recognized on the Consolidated Balance Sheets

Non-U.S. Plans

U.S. Plans

Fiscal

Fiscal

    

2025

    

2024

    

2025

    

2024

    

  

($ in millions)

Change in benefit obligation:

Benefit obligation at beginning of fiscal year

$

1,778

$

1,509

$

700

$

674

Service cost

 

31

 

28

 

7

 

7

Interest cost

 

61

 

63

 

33

 

39

Actuarial (gains) losses

 

(91)

 

112

 

(5)

 

57

Benefits and administrative expenses paid

 

(79)

 

(75)

 

(64)

 

(77)

Settlements and curtailments

(30)

(15)

Currency translation

 

36

 

106

 

 

Other

 

6

 

50

 

 

Benefit obligation at end of fiscal year

 

1,712

 

1,778

 

671

 

700

Change in plan assets:

Fair value of plan assets at beginning of fiscal year

 

1,217

 

1,007

 

607

 

566

Actual returns on plan assets

 

7

 

124

 

41

 

94

Employer contributions

 

51

 

45

 

18

 

24

Benefits and administrative expenses paid

 

(79)

 

(75)

 

(64)

 

(77)

Settlements

(28)

(15)

Currency translation

 

3

 

82

 

 

Other

 

1

 

49

 

 

Fair value of plan assets at end of fiscal year

 

1,172

 

1,217

 

602

 

607

Funded status

$

(540)

$

(561)

$

(69)

$

(93)

Amounts recognized on the Consolidated Balance Sheets:

Other assets

$

191

$

182

$

$

Accrued and other current liabilities

(40)

(34)

(1)

(2)

Long-term pension and postretirement liabilities

 

(691)

 

(709)

 

(68)

 

(91)

Net amount recognized

$

(540)

$

(561)

$

(69)

$

(93)

Pre-tax amounts included in accumulated other comprehensive income (loss) which have not yet been recognized in net periodic pension benefit cost:

Net actuarial loss

$

(154)

$

(204)

$

(132)

$

(137)

Prior service (cost) credit

(2)

5

Total

$

(156)

$

(199)

$

(132)

$

(137)

Weighted-average assumptions used to determine pension benefit obligation at fiscal year end:

Discount rate

 

4.06

%  

 

3.59

%  

 

5.29

%  

 

4.94

%

Rates of compensation increases

 

2.61

%  

 

2.59

%  

 

%  

 

%

Pre-tax amounts recognized in accumulated other comprehensive income (loss) for all non-U.S. and U.S. defined benefit pension plans

Non-U.S. Plans

U.S. Plans

Fiscal

Fiscal

    

2025

    

2024

    

2025

    

2024

    

(in millions)

Current year net actuarial gain (loss) recorded in accumulated other comprehensive income (loss)

$

41

$

(55)

$

1

$

(1)

Amortization of net actuarial loss

 

9

 

5

 

4

 

4

Current year prior service cost recorded in accumulated other comprehensive income (loss)

 

(2)

 

 

 

Amortization of prior service credit

 

(5)

 

(4)

 

 

$

43

$

(54)

$

5

$

3

Target weighted average asset allocation and weighted average asset allocation for non-U.S. and U.S. pension plans

Non-U.S. Plans

U.S. Plans

Fiscal

Fiscal

Fiscal

Fiscal

Year End

Year End

Year End

Year End

    

Target

    

2025

    

2024

    

Target

    

2025

    

2024

    

    

Asset category:

Equity securities

 

28

%  

36

%  

40

%  

67

%  

52

%  

54

%

Fixed income

 

44

37

36

33

48

46

Other

28

27

24

Total

 

100

%  

100

%  

100

%  

100

%  

100

%  

100

%

Expected future benefit payments

    

Non-U.S. Plans

    

U.S. Plans

    

(in millions)

Fiscal 2026

$

103

$

61

Fiscal 2027

 

101

60

Fiscal 2028

 

104

60

Fiscal 2029

 

110

58

Fiscal 2030

 

115

57

Fiscal 2031-2035

 

589

261

Accumulated benefit obligation, projected benefit obligation, and fair value of plan assets information

Non-U.S. Plans

U.S. Plans

Fiscal Year End

Fiscal Year End

    

2025

    

2024

    

2025

    

2024

  

(in millions)

Accumulated benefit obligation

$

1,643

$

1,700

$

671

$

700

Pension plans with accumulated benefit obligations in excess of plan assets:

Accumulated benefit obligation

 

742

 

743

 

671

 

700

Fair value of plan assets

 

50

 

50

 

602

 

607

Pension plans with projected benefit obligations in excess of plan assets:

Projected benefit obligation

 

856

 

856

 

671

 

700

Fair value of plan assets

 

123

 

113

 

602

 

607

Defined benefit pension plans' asset categories and associated fair value

Fiscal Year End 2025

Non-U.S. Plans

U.S. Plans

    

Level 1

    

Level 2

    

Level 3

    

Total

    

Level 1

    

Level 2

    

Level 3

    

Total

    

(in millions)

Equity:

Commingled equity funds(1)

$

$

257

$

$

257

$

$

182

$

$

182

Fixed income:

Commingled fixed income funds(2)

 

 

648

 

 

648

 

 

257

 

 

257

Other(3)

 

 

180

 

 

180

 

 

31

 

 

31

Subtotal

$

$

1,085

$

 

1,085

$

$

470

$

 

470

Items to reconcile to fair value of plan assets(4)

 

87

 

132

Fair value of plan assets

$

1,172

$

602

Fiscal Year End 2024

Non-U.S. Plans

U.S. Plans

    

Level 1

    

Level 2

    

Level 3

    

Total

    

Level 1

    

Level 2

    

Level 3

    

Total

    

(in millions)

Equity:

Commingled equity funds(1)

$

$

205

$

$

205

$

$

184

$

$

184

Fixed income:

Commingled fixed income funds(2)

 

 

711

 

 

711

 

 

275

 

 

275

Other(3)

 

 

181

 

 

181

 

 

2

 

 

2

Subtotal

$

$

1,097

$

 

1,097

$

$

461

$

 

461

Items to reconcile to fair value of plan assets(4)

 

120

 

146

Fair value of plan assets

$

1,217

$

607

(1)Commingled equity funds are pooled investments in multiple equity-type securities. Fair value is calculated as the closing price of the underlying investments, an observable market condition, divided by the number of shares of the fund outstanding.
(2)Commingled fixed income funds are pooled investments in multiple fixed income-type securities. Fair value is calculated as the closing price of the underlying investments, an observable market condition, divided by the number of shares of the fund outstanding.
(3)Other investments are composed of insurance contracts, derivatives, short-term investments, and structured products such as collateralized obligations and mortgage- and asset-backed securities. Insurance contracts are valued using cash surrender value, or face value of the contract if a cash surrender value is unavailable (level 2), as these values represent the amount that the plan would receive on termination of the underlying contract. Derivatives, short-term investments, and structured products are marked to fair value using models that are supported by observable market-based data (level 2).
(4)Items to reconcile to fair value of plan assets include certain investments containing no significant redemption restrictions that were measured at net asset value (“NAV”) using the NAV practical expedient available in ASC 820 and amounts receivable or payable for unsettled transactions and cash balances, both of which are considered to be carried at book value.
v3.25.3
Income Taxes (Tables)
12 Months Ended
Sep. 26, 2025
Income Taxes  
Significant components of the income tax expense (benefit)

Fiscal

    

2025

    

2024

    

2023

    

(in millions)

Current income tax expense:

U.S. Federal

$

22

$

23

$

23

U.S. State

 

6

 

4

 

Non-U.S.

 

395

 

365

 

418

423

392

441

Deferred income tax expense (benefit):

U.S. Federal

 

47

 

(49)

 

(90)

U.S. State

 

5

 

3

 

(6)

Non-U.S.

 

886

 

(743)

 

19

938

(789)

(77)

Income tax expense (benefit)

$

1,361

$

(397)

$

364

U.S. and non-U.S. components of income from continuing operations before income taxes

Fiscal

    

2025

    

2024

    

2023

    

(in millions)

U.S.

$

(70)

$

(96)

$

(137)

Non-U.S.

 

3,274

 

2,893

 

2,405

Income from continuing operations before income taxes

$

3,204

$

2,797

$

2,268

Reconciliation between U.S. federal income taxes at the statutory rate and income tax expense (benefit) on continuing operations

Fiscal

    

2025

    

2024

    

2023

    

(in millions)

Notional U.S. federal income tax expense at the statutory rate(1)

$

673

$

587

$

476

Adjustments to reconcile to the income tax expense (benefit):

U.S. state income tax expense (benefit), net

 

9

 

6

 

(5)

Tax law changes

 

 

(260)

 

(1)

Tax credits

 

(24)

 

(982)

 

(13)

Non-U.S. net (earnings) loss(2)

 

40

 

(15)

 

(58)

Change in accrued income tax liabilities

 

38

 

160

 

47

Valuation allowance

 

617

 

328

 

(47)

Legal entity restructurings and intercompany transactions

2

(234)

(1)

Divestitures

(1)

(17)

Excess tax benefits from share-based payments

(22)

(8)

(6)

Other

29

 

21

 

(11)

Income tax expense (benefit)

$

1,361

$

(397)

$

364

(1)The U.S. federal statutory rate was 21% for fiscal 2025, 2024, and 2023.
(2)Excludes items which are separately presented.
Components of net deferred income tax asset

Fiscal Year End

    

2025

    

2024

    

(in millions)

Deferred tax assets:

Accrued liabilities and reserves

$

461

$

417

Tax loss, credit, and other tax attribute carryforwards

 

9,638

 

10,075

Inventories

 

61

 

81

Intangible assets

883

884

Pension and postretirement benefits

 

57

 

84

Deferred revenue

 

5

 

10

Interest

 

562

 

524

Lease liabilities

92

85

Other

 

4

 

3

Gross deferred tax assets

 

11,763

 

12,163

Valuation allowance

 

(8,821)

 

(8,285)

Deferred tax assets, net of valuation allowance

2,942

3,878

Deferred tax liabilities:

Property, plant, and equipment

 

(108)

 

(93)

Write-down of investments in subsidiaries

(231)

(244)

Lease ROU assets

(90)

(84)

Other

 

(204)

 

(159)

Total deferred tax liabilities

 

(633)

 

(580)

Net deferred tax assets

$

2,309

$

3,298

Tax loss, credit, and other tax attribute carryforwards

Expiration Period

Fiscal 2031

Through

Through

No

    

Fiscal 2030

    

Fiscal 2045

    

Expiration

    

Total

    

(in millions)

U.S. Federal:

Net operating loss

$

138

$

203

$

58

$

399

Tax credit

 

46

 

109

 

155

U.S. State:

 

Net operating loss

 

14

 

13

 

6

33

Tax credit

 

2

 

1

 

6

9

Non-U.S.:

 

Net operating loss

 

47

 

6,428

 

1,281

7,756

Tax credit

1

1,033

1

1,035

Notional interest deduction

159

159

Capital loss

2

90

92

Total tax loss, credit, and other tax attribute carryforwards

$

248

$

7,789

$

1,601

$

9,638

Activity of unrecognized income tax benefits

Fiscal

    

2025

    

2024

    

2023

    

(in millions)

Balance at beginning of fiscal year

$

652

$

454

$

287

Additions for tax positions related to prior years

 

6

 

8

 

78

Reductions for tax positions related to prior years

 

(18)

 

(4)

 

(1)

Additions for tax positions related to the current year

 

97

 

214

 

107

Settlements

 

(2)

 

(5)

 

(2)

Reductions due to lapse of applicable statutes of limitations

 

(16)

 

(15)

 

(15)

Balance at end of fiscal year

$

719

$

652

$

454

Tax years subject to examination in major tax jurisdictions

Jurisdiction

    

Open Years

    

Brazil

2020 through 2025

China

 

2015 through 2025

Czech Republic

 

2017 through 2025

France

2018 through 2025

Germany

 

2015 through 2025

Hong Kong

 

2019 through 2025

India

2012 through 2025

Ireland

2020 through 2025

Italy

 

2020 through 2025

Japan

 

2019 through 2025

Luxembourg

 

2020 through 2025

Mexico

2020 through 2025

Morocco

2022 through 2025

Singapore

 

2020 through 2025

South Korea

2019 through 2025

Spain

 

2021 through 2025

Switzerland

 

2021 through 2025

Thailand

2023 through 2025

United Kingdom

 

2023 through 2025

U.S.—federal

 

2022 through 2025

v3.25.3
Earnings Per Share (Tables)
12 Months Ended
Sep. 26, 2025
Weighted-average number of shares outstanding:  
Schedule of weighted-average shares outstanding, basic and diluted

Fiscal

    

2025

    

2024

    

2023

    

(in millions)

Basic

297

 

307

 

315

Dilutive impact of share-based compensation arrangements

2

 

2

 

2

Diluted

299

 

309

 

317

Schedule of antidilutive securities excluded from computation of earnings per share

Fiscal

    

2025

    

2024

    

2023

(in millions)

Antidilutive share options

1

 

1

 

1

v3.25.3
Shareholders' Equity and Redeemable Noncontrolling Interest (Tables)
12 Months Ended
Sep. 26, 2025
Shareholders' Equity and Redeemable Noncontrolling Interest  
Schedule of ordinary/common shares repurchased

Fiscal

    

2025

    

2024

    

2023

    

(in millions)

Number of ordinary/common shares repurchased

8

 

14

 

8

Repurchase value

$

1,356

 

$

1,991

 

$

946

v3.25.3
Accumulated Other Comprehensive Income (Loss) (Tables)
12 Months Ended
Sep. 26, 2025
Accumulated Other Comprehensive Income (Loss).  
Components of accumulated other comprehensive income (loss)

Foreign

Unrecognized

Gains (Losses)

Accumulated

Currency

Pension and

on Cash

Other

Translation

Postretirement

Flow

Comprehensive

  

Adjustments(1)

  

Benefit Costs

  

Hedges

  

Income (Loss)

    

(in millions)

Balance at fiscal year end 2022

$

(177)

$

(216)

$

(102)

$

(495)

Other comprehensive income, net of tax:

Other comprehensive income before reclassifications

 

251

21

31

303

Amounts reclassified from accumulated other comprehensive income (loss)

 

10

4

38

52

Income tax expense

(5)

(4)

(9)

Other comprehensive income, net of tax

261

20

65

346

Less: other comprehensive income attributable to noncontrolling interests

(9)

(9)

Balance at fiscal year end 2023

$

75

$

(196)

$

(37)

$

(158)

Other comprehensive income (loss), net of tax:

Other comprehensive income (loss) before reclassifications

130

(56)

102

176

Amounts reclassified from accumulated other comprehensive income (loss)

 

1

4

(18)

(13)

Income tax (expense) benefit

 

15

(8)

7

Other comprehensive income (loss), net of tax

131

(37)

76

170

Less: other comprehensive income attributable to noncontrolling interests

(7)

(7)

Balance at fiscal year end 2024

$

199

$

(233)

$

39

$

5

Other comprehensive income (loss), net of tax:

Other comprehensive income (loss) before reclassifications

(46)

40

77

71

Amounts reclassified from accumulated other comprehensive income (loss)

8

(53)

(45)

Income tax expense

(15)

(3)

(18)

Other comprehensive income (loss), net of tax

(46)

33

21

8

Less: other comprehensive income attributable to noncontrolling interests

(7)

(7)

Balance at fiscal year end 2025

$

146

$

(200)

$

60

$

6

(1)Includes hedges of net investment foreign currency exchange gains or losses which offset foreign currency exchange losses or gains attributable to the translation of the net investments.
v3.25.3
Share Plans (Tables)
12 Months Ended
Sep. 26, 2025
Share Plans  
Share-based compensation expense

Fiscal

    

2025

    

2024

    

2023

    

(in millions)

Share-based compensation expense

$

149

 

$

127

 

$

123

Summary of restricted share award activity

Weighted-Average

Grant-Date

    

Shares

    

Fair Value

    

Nonvested at fiscal year end 2024

 

1,429,201

$

133.29

Granted

 

623,197

 

153.48

Vested

 

(598,705)

 

133.56

Forfeited

 

(127,510)

 

137.10

Nonvested at fiscal year end 2025

 

1,326,183

$

142.44

Summary of performance share award activity

Weighted-Average

Grant-Date

    

Shares

    

Fair Value

    

Outstanding at fiscal year end 2024

 

467,998

$

136.11

Granted

 

160,802

 

153.44

Vested

(140,229)

157.49

Forfeited

 

(2,343)

 

131.77

Outstanding at fiscal year end 2025

 

486,228

$

135.69

Summary of share option award activity.

Weighted-Average

Weighted-Average

Remaining

Aggregate

Exercise

Contractual

Intrinsic

    

Shares

    

Price

    

Term

    

Value

    

(in years)

(in millions)

Outstanding at fiscal year end 2024

 

5,383,285

$

112.33

Granted

 

733,000

 

153.11

Exercised

 

(1,903,343)

 

94.21

Forfeited

 

(96,346)

 

137.72

Outstanding at fiscal year end 2025

 

4,116,596

$

127.38

 

6.5

$

369

Vested and expected to vest at fiscal year end 2025

 

4,051,465

$

127.12

 

6.5

$

364

Exercisable at fiscal year end 2025

 

2,213,966

$

116.03

 

5.2

$

224

Weighted-average assumptions

    

Fiscal

2025

    

2024

    

2023

    

  

Weighted-average grant-date fair value

$

46.38

$

39.79

$

35.90

Assumptions:

Expected share price volatility

    

 

31

%  

 

31

%  

 

31

%

Risk-free interest rate

 

4.4

%  

 

4.6

%  

 

4.0

%

Expected annual dividend per share

$

2.60

$

2.36

$

2.24

Expected life of options (in years)

 

5.3

 

5.3

 

5.1

v3.25.3
Segment and Geographic Data (Tables)
12 Months Ended
Sep. 26, 2025
Segment and Geographic Data  
Schedule of net sales by segment

Fiscal

    

2025

    

2024

    

2023

    

(in millions)

Transportation Solutions:

Automotive

$

7,052

$

7,039

$

7,038

Commercial transportation

 

1,425

 

1,456

 

1,525

Sensors

 

911

 

986

 

1,112

Total Transportation Solutions

9,388

9,481

9,675

Industrial Solutions:

Digital data networks

2,208

1,274

1,162

Automation and connected living

2,147

1,994

2,352

Aerospace, defense, and marine

1,483

1,344

1,178

Energy

1,344

919

883

Medical

692

833

784

Total Industrial Solutions

7,874

6,364

6,359

Total

$

17,262

$

15,845

$

16,034

Net sales by geographic region and segment were as follows:

Fiscal

    

2025

    

2024

    

2023

    

(in millions)

Asia–Pacific:

Transportation Solutions

$

4,118

$

3,709

$

3,447

Industrial Solutions

2,434

1,658

1,709

Total Asia–Pacific

6,552

5,367

5,156

Europe/Middle East/Africa (“EMEA”):

Transportation Solutions

3,282

3,600

3,897

Industrial Solutions

2,460

2,299

2,311

Total EMEA

5,742

5,899

6,208

Americas:

Transportation Solutions

1,988

2,172

2,331

Industrial Solutions

2,980

2,407

2,339

Total Americas

4,968

4,579

4,670

Total

$

17,262

$

15,845

$

16,034

Schedule of operating results and other data by reportable segment

Transportation

Industrial

Solutions

  

Solutions

  

Total

  

(in millions)

As of or for the fiscal year ended September 26, 2025

Net sales

$

9,388

$

7,874

$

17,262

Less:

Cost of sales

6,151

5,032

11,183

Selling, general, and administrative expenses

892

974

1,866

Research, development, and engineering expenses

452

377

829

Other segment items(1)

75

98

173

Operating income

$

1,818

$

1,393

$

3,211

Depreciation

$

405

$

243

$

648

Amortization

70

120

190

Capital expenditures

495

441

936

Segment assets(2)

5,975

4,439

10,414

As of or for the fiscal year ended September 27, 2024

Net sales

$

9,481

$

6,364

$

15,845

Less:

Cost of sales

6,220

4,169

10,389

Selling, general, and administrative expenses

874

858

1,732

Research, development, and engineering expenses

440

301

741

Other segment items(1)

67

120

187

Operating income

$

1,880

$

916

$

2,796

Depreciation

$

451

$

209

$

660

Amortization

71

95

166

Capital expenditures

431

249

680

Segment assets(2)

5,758

3,717

9,475

As of or for the fiscal year ended September 29, 2023

Net sales

$

9,675

$

6,359

$

16,034

Less:

Cost of sales

6,702

4,277

10,979

Selling, general, and administrative expenses

840

830

1,670

Research, development, and engineering expenses

432

276

708

Other segment items(1)

214

159

373

Operating income

$

1,487

$

817

$

2,304

Depreciation

$

398

$

209

$

607

Amortization

92

95

187

Capital expenditures

471

261

732

Segment assets(2)

5,762

3,511

9,273

(1)Other segment items consist of acquisition and integration costs and net restructuring and other charges.
(2)Segment assets are composed of accounts receivable, inventories, and net property, plant, and equipment.
Reconciliation of segment assets to total assets

Fiscal Year End

    

2025

    

2024

    

2023

    

(in millions)

Total segment assets

$

10,414

$

9,475

$

9,273

Other current assets

 

1,864

 

2,059

 

2,373

Other noncurrent assets

 

12,803

 

11,320

 

10,066

Total assets

$

25,081

$

22,854

$

21,712

Net sales and net property, plant, and equipment by geographic region

Property, Plant, and

Net Sales(1)

Equipment, Net

Fiscal

Fiscal Year End

    

2025

    

2024

    

2023

    

2025

    

2024

    

2023

    

(in millions)

Asia–Pacific:

China

$

4,610

$

3,571

$

3,182

$

970

$

844

$

794

Other Asia–Pacific

 

1,942

 

1,796

 

1,974

 

373

 

332

 

294

Total Asia–Pacific

6,552

5,367

5,156

1,343

1,176

1,088

EMEA:

Switzerland

3,860

3,906

4,111

15

7

6

Germany

 

193

 

236

 

405

 

592

 

586

 

637

Other EMEA

1,689

1,757

1,692

1,134

1,060

965

Total EMEA

 

5,742

 

5,899

 

6,208

 

1,741

 

1,653

 

1,608

Americas:

U.S.

4,408

4,020

4,107

1,085

953

933

Other Americas

 

560

 

559

 

563

 

143

 

121

 

125

Total Americas

 

4,968

 

4,579

 

4,670

 

1,228

 

1,074

 

1,058

Total

$

17,262

$

15,845

$

16,034

$

4,312

$

3,903

$

3,754

(1)

Net sales to external customers are attributed to individual countries based on the legal entity that records the sale.

v3.25.3
Basis of Presentation - Segments (Details)
12 Months Ended
Sep. 30, 2024
shares
Sep. 26, 2025
segment
Number of Reportable Segments | segment   2
Merger Agreement | TE Connectivity plc    
Ordinary shares received in connection with merger agreement | shares 1  
v3.25.3
Summary of Significant Accounting Policies - Other (Details)
$ in Millions
12 Months Ended
Sep. 26, 2025
USD ($)
item
Sep. 27, 2024
USD ($)
Sep. 29, 2023
USD ($)
Principles of Consolidation      
Percentage of voting shares that triggers consolidation, minimum 50.00%    
Revenue Recognition      
Practical expedient with respect to financing components true    
Optional exemption not to disclose aggregate amount of transaction prices associated with unsatisfied or partially satisfied performance obligations true    
Accrued warranty claims | $ $ 28 $ 34  
Goodwill and Other Intangible Assets      
Number of reporting units 4    
Research and Development      
Research and development expenditures | $ $ 699 $ 621 $ 593
Leases      
Single lease component election true    
Option to terminate lease true    
Transportation Solutions      
Goodwill and Other Intangible Assets      
Number of reporting units 2    
Industrial Solutions      
Goodwill and Other Intangible Assets      
Number of reporting units 2    
Minimum      
Goodwill and Other Intangible Assets      
Useful life of intangible assets with a determinable life 1 year    
Maximum      
Goodwill and Other Intangible Assets      
Useful life of intangible assets with a determinable life 50 years    
Land and improvements | Minimum      
Property, Plant, and Equipment, Net and Long-Lived Assets      
Estimated useful life 10 years    
Land and improvements | Maximum      
Property, Plant, and Equipment, Net and Long-Lived Assets      
Estimated useful life 20 years    
Buildings and improvements | Minimum      
Property, Plant, and Equipment, Net and Long-Lived Assets      
Estimated useful life 5 years    
Buildings and improvements | Maximum      
Property, Plant, and Equipment, Net and Long-Lived Assets      
Estimated useful life 40 years    
Machinery and equipment | Minimum      
Property, Plant, and Equipment, Net and Long-Lived Assets      
Estimated useful life 1 year    
Machinery and equipment | Maximum      
Property, Plant, and Equipment, Net and Long-Lived Assets      
Estimated useful life 15 years    
v3.25.3
Restructuring and Other Charges, Net - Restructuring and Other Charges (Details) - USD ($)
$ in Millions
12 Months Ended
Sep. 26, 2025
Sep. 27, 2024
Sep. 29, 2023
Restructuring and other charges, net      
Restructuring charges, net $ 113 $ 144 $ 260
Restructuring Charges, Statement of Income or Comprehensive Income [Extensible Enumeration] Restructuring and other charges, net Restructuring and other charges, net Restructuring and other charges, net
(Gain) loss on divestitures and impairment of held for sale business, net $ (1) $ (10) $ 77
Costs related to change in place of incorporation 11 20  
Other charges, net 3 12 3
Restructuring and other charges, net 126 166 340
Transportation Solutions      
Restructuring and other charges, net      
Restructuring charges, net $ 69 $ 62 $ 145
Restructuring Charges, Statement of Income or Comprehensive Income [Extensible Enumeration] Restructuring and other charges, net Restructuring and other charges, net Restructuring and other charges, net
Industrial Solutions      
Restructuring and other charges, net      
Restructuring charges, net $ 44 $ 82 $ 115
Restructuring Charges, Statement of Income or Comprehensive Income [Extensible Enumeration] Restructuring and other charges, net Restructuring and other charges, net Restructuring and other charges, net
v3.25.3
Restructuring and Other Charges, Net - Restructuring Reserve Activity (Details) - USD ($)
$ in Millions
12 Months Ended
Sep. 26, 2025
Sep. 27, 2024
Sep. 29, 2023
Restructuring reserve      
Restructuring reserve at the beginning of the period $ 273 $ 320 $ 228
Charges $ 118 $ 156 $ 270
Restructuring Charges, Statement of Income or Comprehensive Income [Extensible Enumeration] Restructuring and Asset Impairment Charges (Credits) and Disposal Group Not Discontinued Operation Loss (Gain) on Disposal Restructuring and Asset Impairment Charges (Credits) and Disposal Group Not Discontinued Operation Loss (Gain) on Disposal Restructuring and Asset Impairment Charges (Credits) and Disposal Group Not Discontinued Operation Loss (Gain) on Disposal
Changes in Estimate $ (5) $ (12) $ (10)
Cash Payments (207) (188) (178)
Non-Cash Items (6) (16) (1)
Currency Translation and Other 4 13 11
Restructuring reserve at the end of the period 177 273 320
Fiscal 2025 Actions      
Restructuring reserve      
Charges 96    
Cash Payments (24)    
Non-Cash Items (3)    
Currency Translation and Other 6    
Restructuring reserve at the end of the period 75    
Fiscal 2025 Actions | Employee severance      
Restructuring reserve      
Charges 93    
Cash Payments (24)    
Currency Translation and Other 6    
Restructuring reserve at the end of the period 75    
Fiscal 2025 Actions | Property, plant, and equipment      
Restructuring reserve      
Charges 3    
Non-Cash Items (3)    
Fiscal 2024 Actions      
Restructuring reserve      
Restructuring reserve at the beginning of the period 72    
Charges 3 86  
Changes in Estimate (2)    
Cash Payments (42) (9)  
Non-Cash Items (3) (7)  
Currency Translation and Other   2  
Restructuring reserve at the end of the period 28 72  
Fiscal 2024 Actions | Employee severance      
Restructuring reserve      
Restructuring reserve at the beginning of the period 72    
Charges 2 79  
Changes in Estimate (4)    
Cash Payments (42) (9)  
Currency Translation and Other   2  
Restructuring reserve at the end of the period 28 72  
Fiscal 2024 Actions | Property, plant, and equipment      
Restructuring reserve      
Charges 1 7  
Changes in Estimate 2    
Non-Cash Items (3) (7)  
Fiscal 2023 Actions      
Restructuring reserve      
Restructuring reserve at the beginning of the period 116 189  
Charges 4 38 247
Changes in Estimate (25) (16)  
Cash Payments (56) (88) (51)
Non-Cash Items   (13) (6)
Currency Translation and Other 1 6 (1)
Restructuring reserve at the end of the period 40 116 189
Fiscal 2023 Actions | Employee severance      
Restructuring reserve      
Restructuring reserve at the beginning of the period 116 187  
Charges 2 18 238
Changes in Estimate (25) (16)  
Cash Payments (52) (79) (50)
Currency Translation and Other (1) 6 (1)
Restructuring reserve at the end of the period 40 116 187
Fiscal 2023 Actions | Facility and other exit costs      
Restructuring reserve      
Restructuring reserve at the beginning of the period   2  
Charges 2 7 3
Cash Payments (4) (9) (1)
Currency Translation and Other 2    
Restructuring reserve at the end of the period     2
Fiscal 2023 Actions | Property, plant, and equipment      
Restructuring reserve      
Charges   13 6
Non-Cash Items   (13) (6)
Pre Fiscal 2023 Actions      
Restructuring reserve      
Restructuring reserve at the beginning of the period 85 131 228
Charges 15 32 23
Changes in Estimate 22 4 (10)
Cash Payments (85) (91) (127)
Non-Cash Items   4 5
Currency Translation and Other (3) 5 12
Restructuring reserve at the end of the period 34 85 131
Pre Fiscal 2023 Actions | Employee severance      
Restructuring reserve      
Restructuring reserve at the beginning of the period 70 127 220
Charges 9 16 13
Changes in Estimate 26 (4) (8)
Cash Payments (73) (74) (110)
Currency Translation and Other (2) 5 12
Restructuring reserve at the end of the period 30 70 127
Pre Fiscal 2023 Actions | Facility and other exit costs      
Restructuring reserve      
Restructuring reserve at the beginning of the period 15 4 8
Charges 6 18 7
Changes in Estimate (4) 10 6
Cash Payments (12) (17) (17)
Currency Translation and Other (1)    
Restructuring reserve at the end of the period $ 4 15 4
Pre Fiscal 2023 Actions | Property, plant, and equipment      
Restructuring reserve      
Charges   (2) 3
Changes in Estimate   (2) (8)
Non-Cash Items   $ 4 $ 5
v3.25.3
Restructuring and Other Charges, Net - Actions (Details) - USD ($)
$ in Millions
12 Months Ended
Sep. 26, 2025
Sep. 27, 2024
Sep. 29, 2023
Restructuring and other charges, net      
Charges Incurred $ 113 $ 144 $ 260
Transportation Solutions      
Restructuring and other charges, net      
Charges Incurred 69 62 145
Industrial Solutions      
Restructuring and other charges, net      
Charges Incurred 44 82 115
Fiscal 2025 Actions      
Restructuring and other charges, net      
Charges Incurred 96    
Restructuring Charges      
Remaining Expected Charges 13    
Fiscal 2024 Actions      
Restructuring and other charges, net      
Charges Incurred 1 86  
Fiscal 2023 Actions      
Restructuring and other charges, net      
Charges Incurred (21) 22 247
Restructuring Charges      
Cumulative Charges Incurred 248    
Fiscal 2023 Actions | Transportation Solutions      
Restructuring Charges      
Cumulative Charges Incurred 122    
Fiscal 2023 Actions | Industrial Solutions      
Restructuring Charges      
Cumulative Charges Incurred 126    
Pre Fiscal 2023 Actions      
Restructuring and other charges, net      
Charges Incurred $ 37 $ 36 $ 13
v3.25.3
Restructuring and Other Charges, Net - Restructuring Reserve Balances (Details) - USD ($)
$ in Millions
Sep. 26, 2025
Sep. 27, 2024
Sep. 29, 2023
Sep. 30, 2022
Restructuring reserves included on the Consolidated Balance Sheets        
Accrued and other current liabilities $ 163 $ 233    
Other liabilities 14 40    
Restructuring reserves $ 177 $ 273 $ 320 $ 228
v3.25.3
Restructuring and Other Charges, Net - Divestitures (Details)
$ in Millions
12 Months Ended
Sep. 26, 2025
USD ($)
Sep. 27, 2024
USD ($)
item
Sep. 29, 2023
USD ($)
item
Divestitures, Not Discontinued Operations      
Proceeds from divestiture of business, net of cash retained by business sold   $ 59 $ 48
Pre-tax Impairment charges and net pre-tax loss on sales $ (1) $ (10) 77
Pre-tax impairment charge     74
Fiscal 2024 Divestitures | Transportation Solutions      
Divestitures, Not Discontinued Operations      
Number of Businesses Sold | item   1  
Proceeds from divestiture of business, net of cash retained by business sold   $ 59  
Pre-tax impairment charge     $ 68
Pre-tax gain on divestiture   $ 10  
Fiscal 2023 Divestitures | Industrial Solutions      
Divestitures, Not Discontinued Operations      
Number of Businesses Sold | item     3
Proceeds from divestiture of business, net of cash retained by business sold     $ 48
Pre-tax Impairment charges and net pre-tax loss on sales     $ 9
v3.25.3
Acquisitions - Narrative (Details)
SFr / shares in Units, SFr in Millions, $ in Millions
3 Months Ended 12 Months Ended
Apr. 01, 2025
USD ($)
Jun. 28, 2024
USD ($)
Dec. 29, 2023
USD ($)
Dec. 29, 2023
CHF (SFr)
SFr / shares
Sep. 26, 2025
USD ($)
item
Sep. 27, 2024
USD ($)
Sep. 29, 2023
USD ($)
item
Acquisitions              
Net cash paid         $ 2,628 $ 339 $ 110
Goodwill         7,126 5,801 5,463
Net sales         17,262 15,845 16,034
Operating income         3,211 $ 2,796 $ 2,304
Richards Manufacturing Co.              
Acquisitions              
Percentage of voting interest acquired 100.00%            
Net cash paid $ 2,307            
Goodwill 1,028            
Goodwill deductible for tax purposes $ 600            
Net sales         179    
Operating income         5    
Acquisition costs         25    
Amortization of fair value adjustments to acquired inventories         7    
Integration costs         $ 3    
Additional Fiscal 2025 Acquisitions              
Acquisitions              
Number of Businesses Acquired | item         2    
Net cash paid         $ 321    
Schaffner Holding AG              
Acquisitions              
Percentage of voting interest acquired       98.70%      
Net cash paid     $ 339 SFr 294      
Per share value of the purchase (in dollars per share) | SFr / shares       SFr 505      
Squeeze-out of remaining minority shareholders interest   $ 5          
Fiscal 2023 Acquisitions              
Acquisitions              
Number of Businesses Acquired | item             1
Net cash paid             $ 110
v3.25.3
Acquisitions - Allocation of Purchase Price (Details) - USD ($)
$ in Millions
12 Months Ended
Apr. 01, 2025
Sep. 26, 2025
Sep. 27, 2024
Sep. 29, 2023
Allocation of the purchase price        
Goodwill   $ 7,126 $ 5,801 $ 5,463
Net cash paid   2,628 $ 339 $ 110
Richards Manufacturing Co.        
Allocation of the purchase price        
Cash and cash equivalents $ 41      
Accounts receivable 47      
Inventories 165      
Other current assets 6      
Property, plant, and equipment 62      
Goodwill 1,028      
Intangible assets 1,120 $ 1,120    
Other noncurrent assets 4      
Total assets acquired 2,473      
Accounts payable 18      
Other current liabilities 14      
Deferred income taxes 87      
Other noncurrent liabilities 6      
Total liabilities assumed 125      
Net assets acquired 2,348      
Cash and cash equivalents acquired (41)      
Net cash paid $ 2,307      
v3.25.3
Acquisitions - Intangibles (Details) - Richards Manufacturing Co. - USD ($)
$ in Millions
Apr. 01, 2025
Sep. 26, 2025
Acquired intangible assets    
Acquired intangible assets, fair value amount $ 1,120 $ 1,120
Acquired intangible assets, Weighted-Average Amortization Period 19 years  
Customer relationships    
Acquired intangible assets    
Acquired intangible assets, fair value amount $ 1,000  
Acquired intangible assets, Weighted-Average Amortization Period 20 years  
Developed technology    
Acquired intangible assets    
Acquired intangible assets, fair value amount $ 90  
Acquired intangible assets, Weighted-Average Amortization Period 16 years  
Trade names and trademarks    
Acquired intangible assets    
Acquired intangible assets, fair value amount $ 30  
Acquired intangible assets, Weighted-Average Amortization Period 10 years  
v3.25.3
Acquisitions - Pro Forma (Details) - Richards Manufacturing Co. - USD ($)
$ / shares in Units, $ in Millions
12 Months Ended
Sep. 26, 2025
Sep. 27, 2024
Pro forma financial information    
Net sales $ 17,444 $ 16,193
Net income $ 1,844 $ 3,155
Diluted earnings per share $ 6.17 $ 10.21
v3.25.3
Acquisitions - Pro Forma Adjustments (Details) - USD ($)
$ in Millions
12 Months Ended
Sep. 26, 2025
Sep. 27, 2024
Sep. 29, 2023
Pro-Forma adjustments      
Interest expense $ 77 $ 70 $ 80
Amortization of the fair value of acquired intangible assets 190 166 187
Income tax expense (benefit) 1,361 (397) $ 364
Richards Manufacturing Co.      
Pro-Forma adjustments      
Acquisition costs 25    
Richards Manufacturing Co. | Pro Forma      
Pro-Forma adjustments      
Interest expense 39 56  
Amortization of the fair value of acquired intangible assets 17 34  
Acquisition costs $ (19) 19  
Fair value adjustments to acquisition-date inventories   $ 8  
v3.25.3
Inventories (Details) - USD ($)
$ in Millions
Sep. 26, 2025
Sep. 27, 2024
Inventories    
Raw materials $ 420 $ 328
Work in progress 1,078 1,063
Finished goods 1,201 1,126
Inventories $ 2,699 $ 2,517
v3.25.3
Property, Plant, and Equipment, Net (Details) - USD ($)
$ in Millions
12 Months Ended
Sep. 26, 2025
Sep. 27, 2024
Sep. 29, 2023
Net property, plant, and equipment      
Property, plant, and equipment, gross $ 12,089 $ 11,281  
Accumulated depreciation (7,777) (7,378)  
Property, plant, and equipment, net 4,312 3,903 $ 3,754
Depreciation expense 648 660 $ 607
Land and improvements      
Net property, plant, and equipment      
Property, plant, and equipment, gross 138 120  
Buildings and improvements      
Net property, plant, and equipment      
Property, plant, and equipment, gross 1,692 1,571  
Machinery and equipment      
Net property, plant, and equipment      
Property, plant, and equipment, gross 9,445 8,931  
Construction in process      
Net property, plant, and equipment      
Property, plant, and equipment, gross $ 814 $ 659  
v3.25.3
Goodwill (Details)
$ in Millions
3 Months Ended 12 Months Ended
Sep. 26, 2025
USD ($)
Sep. 26, 2025
USD ($)
item
Sep. 27, 2024
USD ($)
Sep. 29, 2023
USD ($)
Goodwill:        
Goodwill, beginning balance   $ 5,801 $ 5,463  
Impairment of goodwill $ 0      
Acquisitions and purchase accounting adjustments   1,227    
Acquisition     180  
Currency translation and other     158  
Currency translation   98    
Goodwill, ending balance 7,126 7,126 5,801 $ 5,463
Richards Manufacturing Co.        
Goodwill:        
Acquisition   1,028    
Additional Fiscal 2025 Acquisitions        
Goodwill:        
Acquisition   $ 199    
Number of businesses acquired | item   2    
Transportation Solutions        
Goodwill:        
Goodwill, beginning balance   $ 1,584 1,543  
Currency translation and other     41  
Currency translation   25    
Goodwill, ending balance 1,609 1,609 1,584 1,543
Accumulated impairment losses 3,091 3,091 3,091 3,091
Industrial Solutions        
Goodwill:        
Goodwill, beginning balance   4,217 3,920  
Acquisitions and purchase accounting adjustments   1,227    
Acquisition     180  
Currency translation and other     117  
Currency translation   73    
Goodwill, ending balance 5,517 5,517 4,217 3,920
Accumulated impairment losses $ 1,158 $ 1,158 $ 1,158 $ 1,158
v3.25.3
Intangible Assets, Net (Details) - USD ($)
$ in Millions
12 Months Ended
Sep. 26, 2025
Sep. 27, 2024
Sep. 29, 2023
Apr. 01, 2025
Finite-Lived Intangible Assets        
Gross Carrying Amount $ 3,783 $ 2,610    
Accumulated Amortization (1,556) (1,436)    
Net Carrying Amount 2,227 1,174    
Finite-lived intangible assets, amortization expense 190 166 $ 187  
Aggregate amortization expense on intangible assets        
Fiscal 2026 227      
Fiscal 2027 209      
Fiscal 2028 172      
Fiscal 2029 167      
Fiscal 2030 157      
Thereafter 1,295      
Net Carrying Amount 2,227 1,174    
Customer relationships        
Finite-Lived Intangible Assets        
Gross Carrying Amount 3,033 1,901    
Accumulated Amortization (1,118) (948)    
Net Carrying Amount 1,915 953    
Aggregate amortization expense on intangible assets        
Net Carrying Amount 1,915 953    
Intellectual property        
Finite-Lived Intangible Assets        
Gross Carrying Amount 727 686    
Accumulated Amortization (430) (481)    
Net Carrying Amount 297 205    
Aggregate amortization expense on intangible assets        
Net Carrying Amount 297 205    
Other        
Finite-Lived Intangible Assets        
Gross Carrying Amount 23 23    
Accumulated Amortization (8) (7)    
Net Carrying Amount 15 16    
Aggregate amortization expense on intangible assets        
Net Carrying Amount 15 $ 16    
Richards Manufacturing Co.        
Finite-Lived Intangible Assets        
Increase in intangible assets from acquisition $ 1,120     $ 1,120
Richards Manufacturing Co. | Customer relationships        
Finite-Lived Intangible Assets        
Increase in intangible assets from acquisition       $ 1,000
v3.25.3
Accrued and Other Current Liabilities (Details) - USD ($)
$ in Millions
Sep. 26, 2025
Sep. 27, 2024
Accrued and Other Current Liabilities    
Accrued payroll and employee benefits $ 787 $ 657
Dividends payable to shareholders 209 390
Restructuring reserves 163 233
Income taxes payable 153 113
Lease liability 126 128
Deferred revenue 115 58
Interest payable 62 27
Other 632 541
Accrued and other current liabilities $ 2,247 $ 2,147
v3.25.3
Debt - Summary (Details) - USD ($)
$ in Millions
Sep. 26, 2025
Sep. 27, 2024
Debt    
Principal debt $ 5,753 $ 4,238
Other Debt 71 76
Unamortized discounts, premiums, and debt issuance costs, net (59) (35)
Total debt 5,694 4,203
Commercial paper    
Debt    
Commercial paper   $ 255
Weighted-average interest rate (as a percent)   4.95%
0.00% euro-denominated senior notes due 2025    
Debt    
Principal debt   $ 615
Debt instrument, interest rate (as a percent)   0.00%
4.50% senior notes due 2026    
Debt    
Principal debt $ 500 $ 500
Debt instrument, interest rate (as a percent) 4.50% 4.50%
3.70% senior notes due 2026    
Debt    
Principal debt $ 350 $ 350
Debt instrument, interest rate (as a percent) 3.70% 3.70%
3.125% senior notes due 2027    
Debt    
Principal debt $ 400 $ 400
Debt instrument, interest rate (as a percent) 3.125% 3.125%
2.50% euro-denominated senior notes due 2028    
Debt    
Principal debt $ 585  
Debt instrument, interest rate (as a percent) 2.50%  
0.00% euro-denominated senior notes due 2029    
Debt    
Principal debt $ 643 $ 615
Debt instrument, interest rate (as a percent) 0.00% 0.00%
4.625% senior notes due 2030    
Debt    
Principal debt $ 350 $ 350
Debt instrument, interest rate (as a percent) 4.625% 4.625%
4.50% senior notes due 2031    
Debt    
Principal debt $ 450  
Debt instrument, interest rate (as a percent) 4.50%  
2.50% senior notes due 2032    
Debt    
Principal debt $ 600 $ 600
Debt instrument, interest rate (as a percent) 2.50% 2.50%
3.25% euro-denominated senior notes due 2033    
Debt    
Principal debt $ 877  
Debt instrument, interest rate (as a percent) 3.25%  
5.00% senior notes due 2035    
Debt    
Principal debt $ 450  
Debt instrument, interest rate (as a percent) 5.00%  
7.125% senior notes due 2037    
Debt    
Principal debt $ 477 $ 477
Debt instrument, interest rate (as a percent) 7.125% 7.125%
v3.25.3
Debt - Narrative (Details)
€ in Millions, $ in Millions
1 Months Ended 12 Months Ended
Apr. 30, 2024
Sep. 26, 2025
EUR (€)
item
Sep. 26, 2025
USD ($)
Sep. 27, 2024
USD ($)
Debt        
Fair value of debt     $ 5,725 $ 4,190
2.50% euro-denominated senior notes due 2028        
Debt        
Debt instrument principal amount | €   € 500    
Debt instrument, interest rate (as a percent)   2.50% 2.50%  
4.50% senior notes due 2031        
Debt        
Debt instrument principal amount     $ 450  
Debt instrument, interest rate (as a percent)   4.50% 4.50%  
3.25% euro-denominated senior notes due 2033        
Debt        
Debt instrument principal amount | €   € 750    
Debt instrument, interest rate (as a percent)   3.25% 3.25%  
5.00% senior notes due 2035        
Debt        
Debt instrument principal amount     $ 450  
Debt instrument, interest rate (as a percent)   5.00% 5.00%  
Five-Year Credit Facility        
Debt        
Revolving credit facility term 5 years      
Maximum borrowing capacity     $ 1,500  
Incremental borrowing capacity     500  
Borrowings outstanding under credit agreement     $ 0 $ 0
Number of consecutive fiscal quarters | item   4    
Consolidated Total Debt to Consolidated EBITDA ratio, Maximum | item   3.75    
Consolidated Total Debt to Consolidated EBITDA ratio, Temporary Maximum | item   4.25    
Five-Year Credit Facility | Minimum        
Debt        
Annual facility fee, basis points (as a percent) 0.05%      
Five-Year Credit Facility | Maximum        
Debt        
Annual facility fee, basis points (as a percent) 0.125%      
Five-Year Credit Facility | Term SOFR        
Debt        
Debt instrument description of variable rate basis Term SOFR, plus margin based on debt rating      
Five-Year Credit Facility | Bank of America Base Rate        
Debt        
Debt instrument description of variable rate basis Bank of America base rate plus margin based on debt rating      
Five-Year Credit Facility | Federal funds effective rate        
Debt        
Debt instrument description of variable rate basis federal funds effective rate plus margin based on debt rating      
Debt instrument basis spread on variable rate (as a percent) 0.50%      
Five-Year Credit Facility | One-Month SOFR        
Debt        
Debt instrument description of variable rate basis Term SOFR for a one-month interest period, plus margin based on debt rating      
Debt instrument basis spread on variable rate (as a percent) 1.00%      
Five-Year Credit Facility | Alternative base rate        
Debt        
Debt instrument basis spread on variable rate (as a percent) 1.00%      
Five-Year Credit Facility | Alternative currency daily rate        
Debt        
Debt instrument description of variable rate basis Alternative currency daily rate plus margin based on debt rating      
Five-Year Credit Facility | Alternative currency term rate        
Debt        
Debt instrument description of variable rate basis Alternative currency term rate plus margin based on debt rating      
v3.25.3
Debt - Principal Payments Schedule (Details) - USD ($)
$ in Millions
Sep. 26, 2025
Sep. 27, 2024
Aggregate amounts of principal payments maturing during the next five years and thereafter    
Fiscal 2026 $ 852  
Fiscal 2027 402  
Fiscal 2028 585  
Fiscal 2029 643  
Fiscal 2030 350  
Thereafter 2,921  
Total principal payments $ 5,753 $ 4,238
v3.25.3
Leases - Components of Lease Cost (Details) - USD ($)
$ in Millions
12 Months Ended
Sep. 26, 2025
Sep. 27, 2024
Sep. 29, 2023
Leases      
Operating lease cost $ 145 $ 134 $ 129
Variable lease cost 57 53 55
Total lease cost $ 202 $ 187 $ 184
v3.25.3
Leases - Balance Sheet Information (Details) - USD ($)
$ in Millions
Sep. 26, 2025
Sep. 27, 2024
Leases    
Operating lease ROU assets $ 479 $ 433
Operating Lease, Right-of-Use Asset, Statement of Financial Position [Extensible Enumeration] Other Assets, Noncurrent Other Assets, Noncurrent
Operating lease liabilities, current $ 126 $ 128
Operating Lease, Liability, Current, Statement of Financial Position [Extensible Enumeration] Other Liabilities, Current Other Liabilities, Current
Operating lease liabilities, non-current $ 365 $ 313
Operating Lease, Liability, Noncurrent, Statement of Financial Position [Extensible Enumeration] Other Liabilities, Noncurrent Other Liabilities, Noncurrent
Total operating lease liabilities $ 491 $ 441
Weighted-average remaining lease term (in years) - Operating leases 5 years 8 months 12 days 5 years 6 months
Weighted-average discount rate (as a percent) - Operating leases 3.40% 3.40%
v3.25.3
Leases - Cash Flow Information (Details) - USD ($)
$ in Millions
12 Months Ended
Sep. 26, 2025
Sep. 27, 2024
Sep. 29, 2023
Leases      
Payments for operating leases $ 148 $ 141 $ 127
Right-of-use assets, including modifications of existing leases, obtained in exchange for operating lease liabilities $ 183 $ 180 $ 106
v3.25.3
Leases - Maturities of Lease Liabilities (Details) - USD ($)
$ in Millions
Sep. 26, 2025
Sep. 27, 2024
Operating Leases    
Fiscal 2026 $ 126  
Fiscal 2027 107  
Fiscal 2028 86  
Fiscal 2029 62  
Fiscal 2030 50  
Thereafter 117  
Total lease payments 548  
Less: interest (57)  
Present value of lease liabilities $ 491 $ 441
v3.25.3
Commitments and Contingencies (Details) - USD ($)
$ in Millions
12 Months Ended
Sep. 26, 2025
Sep. 27, 2024
Loss Contingencies    
Accrual environmental loss contingency, estimate of probable loss $ 23  
Environmental Loss Contingency, Statement of Financial Position [Extensible Enumeration] Other Liabilities, Current, Other Liabilities, Noncurrent  
Supplier Finance Program, Obligation    
Supply Chain Finance Program beginning balance $ 105  
Invoice confirmed during the fiscal year 514  
Invoices paid during the fiscal year (458)  
Supply Chain Finance Program ending balance $ 161  
Supplier Finance Program, Obligation, Statement of Financial Position [Extensible Enumeration] Accounts Payable, Current Accounts Payable, Current
Minimum    
Loss Contingencies    
Accrual environmental loss contingency, estimate of probable loss $ 18  
Maximum    
Loss Contingencies    
Accrual environmental loss contingency, estimate of probable loss 44  
Outstanding letters of credit, letters of guarantee and surety bonds    
Guarantees    
Guarantor obligations, maximum exposure $ 219  
v3.25.3
Financial Instruments and Fair Value Measurements (Details) - USD ($)
$ in Millions
12 Months Ended
Sep. 26, 2025
Sep. 27, 2024
Sep. 29, 2023
Cash flow hedges | Foreign currency contracts      
Financial Instruments and Fair Value Measurements      
Period over which all of the balance in accumulated other comprehensive income (loss) will be reclassified into the Consolidated Statement of Operations 12 months    
Cash flow hedges | Commodity swap contracts      
Financial Instruments and Fair Value Measurements      
Period over which all of the balance in accumulated other comprehensive income (loss) will be reclassified into the Consolidated Statement of Operations 12 months    
Notional amount $ 569 $ 488  
Gains recorded in other comprehensive income (loss) 78 102 $ 31
Gains (losses) reclassified from accumulated other comprehensive income (loss) into the Statement of Operations 54 19 (39)
Cash flow hedges | Commodity swap contracts | Prepaid expenses and other current assets      
Financial Instruments and Fair Value Measurements      
Fair Value of Asset Positions 73 52  
Cash flow hedges | Commodity swap contracts | Other assets      
Financial Instruments and Fair Value Measurements      
Fair Value of Asset Positions 7 4  
Cash flow hedges | Commodity swap contracts | Accrued and other current liabilities      
Financial Instruments and Fair Value Measurements      
Fair Value of Liability Positions   1  
Net investment hedges | Intercompany loans and external borrowings      
Financial Instruments and Fair Value Measurements      
Notional amount of non-derivative instruments 4,212 2,417  
Foreign currency exchange losses on intercompany loans and external borrowings (163) (112) (162)
Net investment hedges | Cross-currency swap contracts      
Financial Instruments and Fair Value Measurements      
Notional amount $ 5,671 5,367  
Interest paid in foreign currency, fixed interest rate 0.00%    
Interest received in U.S. dollars, weighted-average fixed interest rate 2.00%    
Losses on cross-currency swap contracts designated as hedges of net investment $ (89) (194) $ (29)
Net investment hedges | Cross-currency swap contracts | Prepaid expenses and other current assets      
Financial Instruments and Fair Value Measurements      
Fair Value of Asset Positions 11 31  
Net investment hedges | Cross-currency swap contracts | Other assets      
Financial Instruments and Fair Value Measurements      
Fair Value of Asset Positions 23 11  
Net investment hedges | Cross-currency swap contracts | Accrued and other current liabilities      
Financial Instruments and Fair Value Measurements      
Fair Value of Liability Positions 97 51  
Net investment hedges | Cross-currency swap contracts | Other liabilities      
Financial Instruments and Fair Value Measurements      
Fair Value of Liability Positions $ 193 $ 99  
v3.25.3
Retirement Plans - Defined Benefit Pension Plan Costs (Details) - USD ($)
$ in Millions
12 Months Ended
Sep. 26, 2025
Sep. 27, 2024
Sep. 29, 2023
Non-U.S. Plans      
Operating expense:      
Service cost $ 31 $ 28 $ 29
Other (income) expense:      
Interest cost $ 61 $ 63 $ 60
Defined Benefit Plan, Net Periodic Benefit Cost (Credit), Interest Cost, Statement of Income or Comprehensive Income [Extensible Enumeration] Other Nonoperating Income (Expense) Other Nonoperating Income (Expense) Other Nonoperating Income (Expense)
Expected returns on plan assets $ (58) $ (53) $ (48)
Defined Benefit Plan, Net Periodic Benefit (Cost) Credit, Expected Return (Loss), Statement of Income or Comprehensive Income [Extensible Enumeration] Other Nonoperating Income (Expense) Other Nonoperating Income (Expense) Other Nonoperating Income (Expense)
Amortization of net actuarial loss $ 6 $ 5 $ 6
Defined Benefit Plan, Net Periodic Benefit (Cost) Credit, Amortization of Gain (Loss), Statement of Income or Comprehensive Income [Extensible Enumeration] Other Nonoperating Income (Expense) Other Nonoperating Income (Expense) Other Nonoperating Income (Expense)
Amortization of prior service credit $ (4) $ (4) $ (4)
Defined Benefit Plan, Net Periodic Benefit Cost (Credit), Amortization of Prior Service Cost (Credit), Statement of Income or Comprehensive Income [Extensible Enumeration] Other Nonoperating Income (Expense) Other Nonoperating Income (Expense) Other Nonoperating Income (Expense)
Settlement and curtailment losses (gains) and other $ 5 $ (1) $ (2)
Defined Benefit Plan, Net Periodic Benefit (Cost) Credit, Settlement and Curtailment Gain (Loss), Statement of Income or Comprehensive Income [Extensible Enumeration] Other Nonoperating Income (Expense) Other Nonoperating Income (Expense) Other Nonoperating Income (Expense)
Net periodic pension benefit cost $ 41 $ 38 $ 41
Weighted average assumptions used to determine net postretirement benefit cost (credit) during the fiscal year:      
Discount rate (as a percent) 3.59% 4.13% 3.80%
Expected return on plan assets (as a percent) 4.96% 5.08% 4.61%
Rate of compensation increase (as a percent) 2.59% 2.68% 2.62%
U.S. Plans      
Operating expense:      
Service cost $ 7 $ 7 $ 9
Other (income) expense:      
Interest cost $ 33 $ 39 $ 38
Defined Benefit Plan, Net Periodic Benefit Cost (Credit), Interest Cost, Statement of Income or Comprehensive Income [Extensible Enumeration] Other Nonoperating Income (Expense) Other Nonoperating Income (Expense) Other Nonoperating Income (Expense)
Expected returns on plan assets $ (45) $ (38) $ (38)
Defined Benefit Plan, Net Periodic Benefit (Cost) Credit, Expected Return (Loss), Statement of Income or Comprehensive Income [Extensible Enumeration] Other Nonoperating Income (Expense) Other Nonoperating Income (Expense) Other Nonoperating Income (Expense)
Amortization of net actuarial loss $ 4 $ 4 $ 4
Defined Benefit Plan, Net Periodic Benefit (Cost) Credit, Amortization of Gain (Loss), Statement of Income or Comprehensive Income [Extensible Enumeration] Other Nonoperating Income (Expense) Other Nonoperating Income (Expense) Other Nonoperating Income (Expense)
Net periodic pension benefit cost $ (1) $ 12 $ 13
Weighted average assumptions used to determine net postretirement benefit cost (credit) during the fiscal year:      
Discount rate (as a percent) 4.94% 6.04% 5.53%
Expected return on plan assets (as a percent) 7.69% 7.10% 6.60%
v3.25.3
Retirement Plans - Change in Benefit Obligations and Plan Assets (Details) - USD ($)
$ in Millions
12 Months Ended
Sep. 26, 2025
Sep. 27, 2024
Sep. 29, 2023
Amounts recognized on the Consolidated Balance Sheets:      
Other assets $ 943 $ 848  
Long-term pension and postretirement liabilities (767) (810)  
Non-U.S. Plans      
Change in benefit obligation:      
Benefit obligation at beginning of fiscal year 1,778 1,509  
Service cost 31 28 $ 29
Interest cost $ 61 $ 63 $ 60
Defined Benefit Plan, Net Periodic Benefit Cost (Credit), Interest Cost, Statement of Income or Comprehensive Income [Extensible Enumeration] Other Nonoperating Income (Expense) Other Nonoperating Income (Expense) Other Nonoperating Income (Expense)
Actuarial (gains) losses $ (91) $ 112  
Benefits and administrative expenses paid (79) (75)  
Settlements and curtailments (30) (15)  
Currency translation 36 106  
Other 6 50  
Benefit obligation at end of fiscal year 1,712 1,778 $ 1,509
Change in plan assets:      
Fair value of plan assets at beginning of fiscal year 1,217 1,007  
Actual return on plan assets 7 124  
Employer contributions 51 45  
Benefits and administrative expenses paid (79) (75)  
Settlements (28) (15)  
Currency translation 3 82  
Other 1 49  
Fair value of plan assets at end of fiscal year 1,172 1,217 1,007
Funded status (540) (561)  
Amounts recognized on the Consolidated Balance Sheets:      
Other assets 191 182  
Accrued and other current liabilities (40) (34)  
Long-term pension and postretirement liabilities (691) (709)  
Net amount recognized (540) (561)  
Pre-tax amounts included in accumulated other comprehensive income (loss) which have not yet been recognized in net periodic benefit cost:      
Net actuarial loss (154) (204)  
Prior service (cost) credit (2) 5  
Total $ (156) $ (199)  
Weighted-average assumptions used to determine pension benefit obligation at fiscal year end:      
Discount rate (as a percent) 4.06% 3.59%  
Rate of compensation increase (as a percent) 2.61% 2.59%  
U.S. Plans      
Change in benefit obligation:      
Benefit obligation at beginning of fiscal year $ 700 $ 674  
Service cost 7 7 9
Interest cost $ 33 $ 39 $ 38
Defined Benefit Plan, Net Periodic Benefit Cost (Credit), Interest Cost, Statement of Income or Comprehensive Income [Extensible Enumeration] Other Nonoperating Income (Expense) Other Nonoperating Income (Expense) Other Nonoperating Income (Expense)
Actuarial (gains) losses $ (5) $ 57  
Benefits and administrative expenses paid (64) (77)  
Benefit obligation at end of fiscal year 671 700 $ 674
Change in plan assets:      
Fair value of plan assets at beginning of fiscal year 607 566  
Actual return on plan assets 41 94  
Employer contributions 18 24  
Benefits and administrative expenses paid (64) (77)  
Fair value of plan assets at end of fiscal year 602 607 $ 566
Funded status (69) (93)  
Amounts recognized on the Consolidated Balance Sheets:      
Accrued and other current liabilities (1) (2)  
Long-term pension and postretirement liabilities (68) (91)  
Net amount recognized (69) (93)  
Pre-tax amounts included in accumulated other comprehensive income (loss) which have not yet been recognized in net periodic benefit cost:      
Net actuarial loss (132) (137)  
Total $ (132) $ (137)  
Weighted-average assumptions used to determine pension benefit obligation at fiscal year end:      
Discount rate (as a percent) 5.29% 4.94%  
v3.25.3
Retirement Plans - Pre-Tax in AOCI for Defined Benefit Plans (Details) - USD ($)
$ in Millions
12 Months Ended
Sep. 26, 2025
Sep. 27, 2024
Non-U.S. Plans    
Defined Benefit Plan Disclosure    
Current year net actuarial gain (loss) recorded in accumulated other comprehensive income (loss) $ 41 $ (55)
Amortization of net actuarial loss 9 5
Current year prior service cost recorded in accumulated other comprehensive income (loss) (2)  
Amortization of prior service credit (5) (4)
Total 43 (54)
U.S. Plans    
Defined Benefit Plan Disclosure    
Current year net actuarial gain (loss) recorded in accumulated other comprehensive income (loss) 1 (1)
Amortization of net actuarial loss 4 4
Total $ 5 $ 3
v3.25.3
Retirement Plans - Weighted Average Allocations (Details)
12 Months Ended
Sep. 26, 2025
Sep. 27, 2024
Non-U.S. Plans    
Target asset allocation    
Target weighted average asset allocations (as a percent) 100.00%  
Weighted average asset allocations    
Total weighted average asset allocations (as a percent) 100.00% 100.00%
Non-U.S. Plans | Equity securities    
Target asset allocation    
Target weighted average asset allocations (as a percent) 28.00%  
Weighted average asset allocations    
Total weighted average asset allocations (as a percent) 36.00% 40.00%
Non-U.S. Plans | Fixed income    
Target asset allocation    
Target weighted average asset allocations (as a percent) 44.00%  
Weighted average asset allocations    
Total weighted average asset allocations (as a percent) 37.00% 36.00%
Non-U.S. Plans | Other    
Target asset allocation    
Target weighted average asset allocations (as a percent) 28.00%  
Weighted average asset allocations    
Total weighted average asset allocations (as a percent) 27.00% 24.00%
U.S. Plans    
Target asset allocation    
Target asset allocation funded status minimum (as a percent) 110.00%  
Target weighted average asset allocations (as a percent) 100.00%  
Weighted average asset allocations    
Total weighted average asset allocations (as a percent) 100.00% 100.00%
U.S. Plans | Equity securities    
Target asset allocation    
Target weighted average asset allocations (as a percent) 67.00%  
Weighted average asset allocations    
Total weighted average asset allocations (as a percent) 52.00% 54.00%
U.S. Plans | Fixed income    
Target asset allocation    
Target weighted average asset allocations (as a percent) 33.00%  
Weighted average asset allocations    
Total weighted average asset allocations (as a percent) 48.00% 46.00%
Long-term Target Asset Allocation | U.S. Plans | Equity securities    
Target asset allocation    
Target weighted average asset allocations (as a percent) 25.00%  
Long-term Target Asset Allocation | U.S. Plans | Fixed income    
Target asset allocation    
Target weighted average asset allocations (as a percent) 75.00%  
v3.25.3
Retirement Plans - Future Benefit Payments (Details)
$ in Millions
Sep. 26, 2025
USD ($)
Non-U.S. Plans  
Defined Benefit Plan Disclosure  
Minimum required contributions to pension plans in fiscal 2026 $ 55
Minimum required contributions and expected benefit payments  
Expected benefit payments, fiscal 2026 103
Expected benefit payments, fiscal 2027 101
Expected benefit payments, fiscal 2028 104
Expected benefit payments, fiscal 2029 110
Expected benefit payments, fiscal 2030 115
Expected benefit payments, fiscal 2031-2035 589
U.S. Plans  
Defined Benefit Plan Disclosure  
Minimum required contributions to pension plans in fiscal 2026 15
Minimum required contributions and expected benefit payments  
Expected benefit payments, fiscal 2026 61
Expected benefit payments, fiscal 2027 60
Expected benefit payments, fiscal 2028 60
Expected benefit payments, fiscal 2029 58
Expected benefit payments, fiscal 2030 57
Expected benefit payments, fiscal 2031-2035 $ 261
v3.25.3
Retirement Plans - Non U.S. and U.S. Pension Plans (Details) - USD ($)
$ in Millions
Sep. 26, 2025
Sep. 27, 2024
Non-U.S. Plans    
Defined Benefit Plan Disclosure    
Accumulated benefit obligation $ 1,643 $ 1,700
Pension plans with accumulated benefit obligations in excess of plan assets:    
Accumulated benefit obligation 742 743
Fair value of plan assets 50 50
Pension plans with projected benefit obligations in excess of plan assets:    
Projected benefit obligation 856 856
Fair value of plan assets 123 113
U.S. Plans    
Defined Benefit Plan Disclosure    
Accumulated benefit obligation 671 700
Pension plans with accumulated benefit obligations in excess of plan assets:    
Accumulated benefit obligation 671 700
Fair value of plan assets 602 607
Pension plans with projected benefit obligations in excess of plan assets:    
Projected benefit obligation 671 700
Fair value of plan assets $ 602 $ 607
v3.25.3
Retirement Plans - Defined Benefit Pension Plan Asset Categories and Fair Value Hierarchy (Details) - USD ($)
$ in Millions
Sep. 26, 2025
Sep. 27, 2024
Sep. 29, 2023
Non-U.S. Plans      
Summary of asset fair value      
Fair value of plan assets $ 1,172 $ 1,217 $ 1,007
Non-U.S. Plans | Fair Value      
Summary of asset fair value      
Fair value of plan assets 1,172 1,217  
Non-U.S. Plans | Subtotal | Level 2      
Summary of asset fair value      
Fair value of plan assets 1,085 1,097  
Non-U.S. Plans | Subtotal | Fair Value      
Summary of asset fair value      
Fair value of plan assets 1,085 1,097  
Non-U.S. Plans | Commingled equity funds | Level 2      
Summary of asset fair value      
Fair value of plan assets 257 205  
Non-U.S. Plans | Commingled equity funds | Fair Value      
Summary of asset fair value      
Fair value of plan assets 257 205  
Non-U.S. Plans | Commingled fixed income funds | Level 2      
Summary of asset fair value      
Fair value of plan assets 648 711  
Non-U.S. Plans | Commingled fixed income funds | Fair Value      
Summary of asset fair value      
Fair value of plan assets 648 711  
Non-U.S. Plans | Other | Level 2      
Summary of asset fair value      
Fair value of plan assets 180 181  
Non-U.S. Plans | Other | Fair Value      
Summary of asset fair value      
Fair value of plan assets 180 181  
Non-U.S. Plans | Items to reconcile to fair value of plan assets | Fair Value      
Summary of asset fair value      
Fair value of plan assets 87 120  
U.S. Plans      
Summary of asset fair value      
Fair value of plan assets 602 607 $ 566
U.S. Plans | Fair Value      
Summary of asset fair value      
Fair value of plan assets 602 607  
U.S. Plans | Subtotal | Level 2      
Summary of asset fair value      
Fair value of plan assets 470 461  
U.S. Plans | Subtotal | Fair Value      
Summary of asset fair value      
Fair value of plan assets 470 461  
U.S. Plans | Commingled equity funds | Level 2      
Summary of asset fair value      
Fair value of plan assets 182 184  
U.S. Plans | Commingled equity funds | Fair Value      
Summary of asset fair value      
Fair value of plan assets 182 184  
U.S. Plans | Commingled fixed income funds | Level 2      
Summary of asset fair value      
Fair value of plan assets 257 275  
U.S. Plans | Commingled fixed income funds | Fair Value      
Summary of asset fair value      
Fair value of plan assets 257 275  
U.S. Plans | Other | Level 2      
Summary of asset fair value      
Fair value of plan assets 31 2  
U.S. Plans | Other | Fair Value      
Summary of asset fair value      
Fair value of plan assets 31 2  
U.S. Plans | Items to reconcile to fair value of plan assets | Fair Value      
Summary of asset fair value      
Fair value of plan assets $ 132 $ 146  
v3.25.3
Retirement Plans - Defined Contribution and Postretirement Benefit Plans (Details) - USD ($)
$ in Millions
12 Months Ended
Sep. 26, 2025
Sep. 27, 2024
Sep. 29, 2023
Defined Benefit Plan Disclosure      
Expense for the defined contribution plans $ 53 $ 57 $ 56
Deferred Compensation Plans      
Total deferred compensation liabilities 310 285  
Postretirement Benefit Plans      
Change in benefit obligation:      
Benefit obligation $ 10 $ 11  
v3.25.3
Income Taxes - Income Tax Expense (Benefit) (Details) - USD ($)
$ in Millions
12 Months Ended
Sep. 26, 2025
Sep. 27, 2024
Sep. 29, 2023
Current income tax expense:      
U.S: Federal $ 22 $ 23 $ 23
U.S: State 6 4  
Non-U.S 395 365 418
Current income tax expense 423 392 441
Deferred income tax expense (benefit):      
U.S: Federal 47 (49) (90)
U.S: State 5 3 (6)
Non-U.S 886 (743) 19
Deferred income tax expense (benefit) 938 (789) (77)
Income tax expense (benefit) $ 1,361 $ (397) $ 364
v3.25.3
Income Taxes - U.S. and Non U.S. Components (Details) - USD ($)
$ in Millions
12 Months Ended
Sep. 26, 2025
Sep. 27, 2024
Sep. 29, 2023
U.S. and non-U.S. components of income from continuing operations before income taxes      
U.S $ (70) $ (96) $ (137)
Non-U.S 3,274 2,893 2,405
Income from continuing operations before income taxes $ 3,204 $ 2,797 $ 2,268
v3.25.3
Income Taxes - Recon between U.S. Federal Taxes and Statutory Rate (Details) - USD ($)
$ in Millions
12 Months Ended
Sep. 26, 2025
Sep. 27, 2024
Sep. 29, 2023
Reconciliation between U.S. federal income taxes at the statutory rate and income tax expense (benefit) on continuing operations      
Notional U.S. federal income tax expense at the statutory rate $ 673 $ 587 $ 476
U.S. state income tax expense (benefit), net 9 6 (5)
Tax law changes   (260) (1)
Tax credits (24) (982) (13)
Non-U.S. net (earnings) loss 40 (15) (58)
Change in accrued income tax liabilities 38 160 47
Valuation allowance 617 328 (47)
Legal entity restructurings and intercompany transactions 2 (234) (1)
Divestitures (1)   (17)
Excess tax benefits from share-based payments (22) (8) (6)
Other 29 21 (11)
Income tax expense (benefit) $ 1,361 $ (397) $ 364
U.S. federal statutory rate 21.00% 21.00% 21.00%
v3.25.3
Income Taxes - Tax Reconciliation Narrative (Details) - USD ($)
$ in Millions
12 Months Ended
Sep. 26, 2025
Sep. 27, 2024
Sep. 29, 2023
Significant components of the income tax provision (benefit)      
Net income tax benefit associated with a ten-year tax credit obtained by a Swiss subsidiary reduced by a valuation allowance for deferred tax assets   $ 636  
Income tax benefit associated with a ten-year tax credit obtained by a Swiss subsidiary   $ 972  
Duration of income tax benefit associated with a tax credit obtained by a Swiss subsidiary   10 years  
Income tax expense related to net increase in valuation allowance for deferred tax assets associated with a ten-year tax credit obtained by a Swiss subsidiary $ 574 $ 336  
Income tax benefit relating to revaluation of deferred tax assets resulting from corporate tax rate increase   262  
Income tax benefit associated with the tax impacts of a legal entity restructuring   118  
Non-income tax expense related to a legal entity restructuring   $ 4  
Income tax expense (benefit) related to the change in valuation allowance associated with U.S. tax loss and credit carryforwards $ 44   $ (49)
v3.25.3
Income Taxes - Deferred Tax Asset and Liabilities (Details) - USD ($)
$ in Millions
Sep. 26, 2025
Sep. 27, 2024
Deferred tax assets:    
Accrued liabilities and reserves $ 461 $ 417
Tax loss, credit, and other tax attribute carryforwards 9,638 10,075
Inventories 61 81
Intangible assets 883 884
Pension and postretirement benefits 57 84
Deferred revenue 5 10
Interest 562 524
Lease liabilities 92 85
Other 4 3
Gross deferred tax assets 11,763 12,163
Valuation allowance (8,821) (8,285)
Deferred tax assets, net of valuation allowance 2,942 3,878
Deferred tax liabilities:    
Property, plant, and equipment (108) (93)
Write-down of investments in subsidiaries (231) (244)
Lease ROU assets (90) (84)
Other (204) (159)
Total deferred tax liabilities (633) (580)
Net deferred tax assets $ 2,309 $ 3,298
v3.25.3
Income Taxes - Tax Loss and Credit Carryforwards (Details) - USD ($)
$ in Millions
Sep. 26, 2025
Sep. 27, 2024
Tax Credit Carryforward [Line Items]    
Tax loss, credit, and other tax attribute carryforwards $ 9,638 $ 10,075
U.S. Federal    
Tax Credit Carryforward [Line Items]    
Net operating loss 399  
Tax credit 155  
U.S. State    
Tax Credit Carryforward [Line Items]    
Net operating loss 33  
Tax credit 9  
Non-U.S. Jurisdictions    
Tax Credit Carryforward [Line Items]    
Net operating loss 7,756  
Tax credit 1,035  
Notional interest deduction 159  
Capital loss 92  
Through Fiscal 2030    
Tax Credit Carryforward [Line Items]    
Tax loss, credit, and other tax attribute carryforwards 248  
Through Fiscal 2030 | U.S. Federal    
Tax Credit Carryforward [Line Items]    
Net operating loss 138  
Tax credit 46  
Through Fiscal 2030 | U.S. State    
Tax Credit Carryforward [Line Items]    
Net operating loss 14  
Tax credit 2  
Through Fiscal 2030 | Non-U.S. Jurisdictions    
Tax Credit Carryforward [Line Items]    
Net operating loss 47  
Tax credit 1  
Fiscal 2031 Through Fiscal 2045    
Tax Credit Carryforward [Line Items]    
Tax loss, credit, and other tax attribute carryforwards 7,789  
Fiscal 2031 Through Fiscal 2045 | U.S. Federal    
Tax Credit Carryforward [Line Items]    
Net operating loss 203  
Tax credit 109  
Fiscal 2031 Through Fiscal 2045 | U.S. State    
Tax Credit Carryforward [Line Items]    
Net operating loss 13  
Tax credit 1  
Fiscal 2031 Through Fiscal 2045 | Non-U.S. Jurisdictions    
Tax Credit Carryforward [Line Items]    
Net operating loss 6,428  
Tax credit 1,033  
Capital loss 2  
No Expiration    
Tax Credit Carryforward [Line Items]    
Tax loss, credit, and other tax attribute carryforwards 1,601  
No Expiration | U.S. Federal    
Tax Credit Carryforward [Line Items]    
Net operating loss 58  
No Expiration | U.S. State    
Tax Credit Carryforward [Line Items]    
Net operating loss 6  
Tax credit 6  
No Expiration | Non-U.S. Jurisdictions    
Tax Credit Carryforward [Line Items]    
Net operating loss 1,281  
Tax credit 1  
Notional interest deduction 159  
Capital loss $ 90  
v3.25.3
Income Taxes - Valuation Allowance (Details) - USD ($)
$ in Millions
12 Months Ended
Sep. 26, 2025
Sep. 27, 2024
Valuation allowance    
Valuation allowance $ 8,821 $ 8,285
Increase in valuation allowance for deferred tax assets associated with a ten-year tax credit obtained by a Swiss subsidiary $ 574  
v3.25.3
Income Taxes - Undistributed Subsidiary Earnings (Details)
$ in Billions
Sep. 26, 2025
USD ($)
Income Taxes  
Cumulative undistributed earnings $ 37.7
Cash, cash equivalents and intercompany deposits available to distribute but considered to be permanently reinvested $ 3.5
v3.25.3
Income Taxes - Unrecognized Income Tax Benefits (Details) - USD ($)
$ in Millions
12 Months Ended
Sep. 26, 2025
Sep. 27, 2024
Sep. 29, 2023
Activity related to the Company's unrecognized income tax benefits      
Balance at beginning of fiscal year $ 652 $ 454 $ 287
Additions for tax positions related to prior years 6 8 78
Reductions for tax positions related to prior years (18) (4) (1)
Additions for tax positions related to current year 97 214 107
Settlements (2) (5) (2)
Reductions due to lapse of applicable statute of limitations (16) (15) (15)
Balance at end of fiscal year 719 652 454
Unrecognized income tax benefits that would impact income tax provision and effective tax rate 533 485 327
Accrued interest and penalties related to uncertain tax positions 89 80  
Income tax expense related to interest and penalties 9 $ 15 $ 11
Unrecognized income tax benefits, approximate amount that could be resolved in next twelve months $ 130    
v3.25.3
Income Taxes - Statutes of limitations (Details)
12 Months Ended
Sep. 26, 2025
Minimum  
Income Taxes  
Statutes of limitations, income tax returns filed by the Company, state and local 3 years
Statutes of limitations, income tax returns filed by non-U.S. subsidiaries 3 years
Maximum  
Income Taxes  
Statutes of limitations, income tax returns filed by the Company, state and local 4 years
Statutes of limitations, income tax returns filed by non-U.S. subsidiaries 10 years
v3.25.3
Earnings Per Share (Details) - shares
shares in Millions
12 Months Ended
Sep. 26, 2025
Sep. 27, 2024
Sep. 29, 2023
Weighted-average number of shares outstanding:      
Basic (in shares) 297 307 315
Dilutive impact of share-based compensation arrangements (in shares) 2 2 2
Diluted (in shares) 299 309 317
Employee Stock Option      
Antidilutive shares excluded from computation of earnings per share      
Antidilutive share options 1 1 1
v3.25.3
Shareholders' Equity and Redeemable Noncontrolling Interest (Details)
$ / shares in Units, $ in Millions
3 Months Ended 12 Months Ended
Sep. 30, 2024
shares
Sep. 26, 2025
$ / shares
€ / shares
Sep. 26, 2025
€ / shares
Sep. 26, 2025
USD ($)
$ / shares
shares
Sep. 27, 2024
USD ($)
$ / shares
shares
Sep. 29, 2023
USD ($)
$ / shares
shares
Sep. 26, 2025
USD ($)
$ / shares
shares
Sep. 27, 2024
SFr / shares
Sep. 27, 2024
USD ($)
shares
Shareholder's Equity                  
Period that the board of directors can allot and issue shares in accordance with articles of association 5 years                
Preferred shares, shares outstanding             0    
Ordinary shares, shares authorized             1,500,000,000   316,574,781
Ordinary shares, par value (in currency per share) | (per share)             $ 0.01 SFr 0.57  
Preferred shares, shares authorized             2    
Preferred shares, par value (in currency per share) | $ / shares             $ 1    
Dividends paid per ordinary/common share | $ / shares       $ 2.72 $ 2.48 $ 2.3      
Cancellation of treasury shares (in shares)         6,000,000 8,500,000      
Unpaid portion of the dividend payment recorded in accrued and other current liabilities | $             $ 209   $ 390
Share repurchase program, increase in authorized amount | $       $ 2,500          
Repurchase value | $       $ 1,356 $ 1,991 $ 946      
Amount available for repurchase, at end of period | $             $ 1,400    
First Sensor AG                  
Shareholder's Equity                  
Percentage of voting interest acquired             71.00%    
First Sensor minority shareholders exchange compensation amount (in euro per share) | € / shares     € 33.27            
First Sensor minority shareholders recurring annual compensation (in euro per share) | € / shares     0.56            
IRELAND                  
Shareholder's Equity                  
Irish accumulated earnings | $             $ 47,000    
Ordinary Shares                  
Shareholder's Equity                  
Number of ordinary shares converted to ordinary class A shares 25,000                
Ordinary class A                  
Shareholder's Equity                  
Number of ordinary class A shares converted from ordinary shares 25,000                
Ordinary shares, shares outstanding             0    
Ordinary shares, shares authorized             25,000    
Ordinary shares, par value (in currency per share) | € / shares   € 1 € 1            
2025 Q4 Dividends                  
Shareholder's Equity                  
Dividends Payable, Date Declared   Sep. 30, 2025              
Dividend declared (in currency per share) | $ / shares   € 0.71              
Dividends Payable, Date to be Paid   Dec. 12, 2025              
Dividends Payable, Date of Record   Nov. 21, 2025              
Merger Agreement | TE Connectivity plc                  
Shareholder's Equity                  
Ordinary shares received in connection with merger agreement 1                
Common/Ordinary Shares Held in Treasury                  
Shareholder's Equity                  
Cancellation of treasury shares (in shares)       17,000,000 6,000,000 9,000,000      
Number of ordinary/common shares repurchased       8,000,000 14,000,000 8,000,000      
Repurchase value | $       $ 1,356 $ 1,991 $ 946      
v3.25.3
Accumulated Other Comprehensive Income (Loss) (Details) - USD ($)
$ in Millions
12 Months Ended
Sep. 26, 2025
Sep. 27, 2024
Sep. 29, 2023
Accumulated Other Comprehensive Income (Loss), Net of Tax.      
Balance $ 12,355 $ 11,551 $ 10,802
Other comprehensive income 8 170 346
Balance 12,585 12,355 11,551
Currency Translation      
Accumulated Other Comprehensive Income (Loss), Net of Tax.      
Balance 199 75 (177)
Other comprehensive income (loss) before reclassifications (46) 130 251
Amounts reclassified from accumulated other comprehensive income (loss)   1 10
Other comprehensive income (46) 131 261
Less: other comprehensive (income) loss attributable to noncontrolling interest (7) (7) (9)
Balance 146 199 75
Unrecognized Pension and Postretirement Benefit Costs      
Accumulated Other Comprehensive Income (Loss), Net of Tax.      
Balance (233) (196) (216)
Other comprehensive income (loss) before reclassifications 40 (56) 21
Amounts reclassified from accumulated other comprehensive income (loss) 8 4 4
Income tax (expense) benefit (15) 15 (5)
Other comprehensive income 33 (37) 20
Balance (200) (233) (196)
Gains (Losses) on Cash Flow Hedges      
Accumulated Other Comprehensive Income (Loss), Net of Tax.      
Balance 39 (37) (102)
Other comprehensive income (loss) before reclassifications 77 102 31
Amounts reclassified from accumulated other comprehensive income (loss) (53) (18) 38
Income tax (expense) benefit (3) (8) (4)
Other comprehensive income 21 76 65
Balance 60 39 (37)
Accumulated Other Comprehensive Income (Loss)      
Accumulated Other Comprehensive Income (Loss), Net of Tax.      
Balance 5 (158) (495)
Other comprehensive income (loss) before reclassifications 71 176 303
Amounts reclassified from accumulated other comprehensive income (loss) (45) (13) 52
Income tax (expense) benefit (18) 7 (9)
Other comprehensive income 8 170 346
Less: other comprehensive (income) loss attributable to noncontrolling interest (7) (7) (9)
Balance $ 6 $ 5 $ (158)
v3.25.3
Share Plans (Details) - USD ($)
$ / shares in Units, $ in Millions
12 Months Ended
Sep. 26, 2025
Sep. 27, 2024
Sep. 29, 2023
Share Based Compensation Arrangements:      
Maximum number of common shares to be issued as awards 20,000,000    
Shares available for issuance 18,000,000    
Share-based compensation expense $ 149 $ 127 $ 123
Tax benefit associated with share based compensation arrangements 29 25 25
Additional disclosures      
Total cash received by the Company related to the exercise of options $ 182 $ 89 $ 43
Restricted share awards      
Share Based Compensation Arrangements:      
Vesting period 4 years    
Share-based Compensation Arrangement by Share-based Payment Award, Equity Instruments Other than Options, Nonvested      
Outstanding shares at the beginning of the period 1,429,201    
Shares granted 623,197    
Shares vested (598,705)    
Shares forfeited (127,510)    
Outstanding shares at the end of the period 1,326,183 1,429,201  
Weighted-average grant-date fair value at the beginning of the period (in dollars per share) $ 133.29    
Shares granted, weighted-average grant-date fair value (in dollars per share) 153.48 $ 135.32 $ 124.92
Shares vested, weighted-average grant-date fair value (in dollars per share) 133.56    
Shares forfeited, weighted-average grant-date fair value (in dollars per share) 137.1    
Weighted-average grant-date fair value at the end of the period (in dollars per share) $ 142.44 $ 133.29  
Share Based Compensation Expenses Not Recognized      
Share-based compensation, share-based awards, total compensation expense not yet recognized $ 91    
Share-based compensation, share-based awards, total compensation expense not yet recognized, expected period for recognition 1 year 8 months 12 days    
Additional disclosures      
Total fair value of share awards, vested during the period $ 80 $ 73 $ 54
Performance share awards      
Share Based Compensation Arrangements:      
Vesting period 3 years    
Share-based Compensation Arrangement by Share-based Payment Award, Equity Instruments Other than Options, Nonvested      
Outstanding shares at the beginning of the period 467,998    
Shares granted 160,802    
Shares vested (140,229)    
Shares forfeited (2,343)    
Outstanding shares at the end of the period 486,228 467,998  
Weighted-average grant-date fair value at the beginning of the period (in dollars per share) $ 136.11    
Shares granted, weighted-average grant-date fair value (in dollars per share) 153.44 $ 129.05 $ 120.06
Shares vested, weighted-average grant-date fair value (in dollars per share) 157.49    
Shares forfeited, weighted-average grant-date fair value (in dollars per share) 131.77    
Weighted-average grant-date fair value at the end of the period (in dollars per share) $ 135.69 $ 136.11  
Share Based Compensation Expenses Not Recognized      
Share-based compensation, share-based awards, total compensation expense not yet recognized $ 30    
Share-based compensation, share-based awards, total compensation expense not yet recognized, expected period for recognition 1 year 1 month 6 days    
Additional disclosures      
Total fair value of share awards, vested during the period $ 22 $ 20 $ 17
Performance share awards | Minimum      
Share Based Compensation Expenses Not Recognized      
Pay-out of performance share award (as a percent) 0.00%    
Performance share awards | Maximum      
Share Based Compensation Expenses Not Recognized      
Pay-out of performance share award (as a percent) 200.00%    
Employee Stock Option      
Share Based Compensation Arrangements:      
Vesting period 4 years    
Expiration period 10 years    
Share Based Compensation Expenses Not Recognized      
Share-based compensation, share-based awards, total compensation expense not yet recognized $ 26    
Share-based compensation, share-based awards, total compensation expense not yet recognized, expected period for recognition 1 year 6 months    
Share-based Compensation Arrangement by Share-based Payment Award, Options, Outstanding      
Outstanding share options at the beginning of the period 5,383,285    
Share options granted 733,000    
Share options exercised (1,903,343)    
Share options forfeited (96,346)    
Outstanding share options at the end of the period 4,116,596 5,383,285  
Share options outstanding, weighted-average exercise price at the beginning of the period (in dollars per share) $ 112.33    
Share options granted, weighted-average exercise price (in dollars per share) 153.11 $ 131.86 $ 124.56
Share options exercised, weighted-average exercise price (in dollars per share) 94.21    
Share options forfeited, weighted-average exercise price (in dollars per share) 137.72    
Share options outstanding, weighted-average exercise price at the end of the period (in dollars per share) $ 127.38 112.33  
Share options vested and expected to vest at end of period 4,051,465    
Share options exercisable at end of period 2,213,966    
Share options vested and expected to vest at end of period, weighted-average exercise price (in dollars per share) $ 127.12    
Share options exercisable at end of period, weighted-average exercise price (in dollars per share) $ 116.03    
Share options outstanding at end of period, weighted-average remaining contractual term 6 years 6 months    
Share options vested and expected to vest at end of period, weighted-average remaining contractual term 6 years 6 months    
Share options exercisable at end of period, weighted-average remaining contractual term 5 years 2 months 12 days    
Share options outstanding at end of period, aggregate intrinsic value $ 369    
Share options vested and expected to vest at end of period, aggregate intrinsic value 364    
Share options exercisable at end of period, aggregate intrinsic value $ 224    
Share-Based Compensation Arrangement by Share-Based Payment Award, Fair Value Assumptions and Methodology [Abstract]      
Weighted-average grant-date fair value (in dollars per share) $ 46.38 $ 39.79 $ 35.9
Expected share price volatility (as a percent) 31.00% 31.00% 31.00%
Risk-free interest rate (as a percent) 4.40% 4.60% 4.00%
Expected annual dividend per share $ 2.6 $ 2.36 $ 2.24
Expected life of options (in years) 5 years 3 months 18 days 5 years 3 months 18 days 5 years 1 month 6 days
Additional disclosures      
Total intrinsic value of the Company's options exercised $ 157 $ 59 $ 30
Total cash received by the Company related to the exercise of options $ 182 $ 89 $ 43
v3.25.3
Segment and Geographic Data - Net Sales by Segment and Industry End Market (Details)
$ in Millions
12 Months Ended
Sep. 26, 2025
USD ($)
segment
Sep. 27, 2024
USD ($)
Sep. 29, 2023
USD ($)
Segment and Geographic Data      
Number of reportable segments | segment 2    
Net sales $ 17,262 $ 15,845 $ 16,034
Transportation Solutions      
Segment and Geographic Data      
Net sales 9,388 9,481 9,675
Transportation Solutions | Automotive      
Segment and Geographic Data      
Net sales 7,052 7,039 7,038
Transportation Solutions | Commercial transportation      
Segment and Geographic Data      
Net sales 1,425 1,456 1,525
Transportation Solutions | Sensors      
Segment and Geographic Data      
Net sales 911 986 1,112
Industrial Solutions      
Segment and Geographic Data      
Net sales 7,874 6,364 6,359
Industrial Solutions | Digital data networks      
Segment and Geographic Data      
Net sales 2,208 1,274 1,162
Industrial Solutions | Automation and connected living      
Segment and Geographic Data      
Net sales 2,147 1,994 2,352
Industrial Solutions | Aerospace, defense, and marine      
Segment and Geographic Data      
Net sales 1,483 1,344 1,178
Industrial Solutions | Energy      
Segment and Geographic Data      
Net sales 1,344 919 883
Industrial Solutions | Medical      
Segment and Geographic Data      
Net sales $ 692 $ 833 $ 784
v3.25.3
Segment and Geographic Data - Net Sales by Geographic Region and Segment (Details) - USD ($)
$ in Millions
12 Months Ended
Sep. 26, 2025
Sep. 27, 2024
Sep. 29, 2023
Segment and Geographic Data      
Net sales $ 17,262 $ 15,845 $ 16,034
Transportation Solutions      
Segment and Geographic Data      
Net sales 9,388 9,481 9,675
Industrial Solutions      
Segment and Geographic Data      
Net sales 7,874 6,364 6,359
Total Asia-Pacific      
Segment and Geographic Data      
Net sales 6,552 5,367 5,156
Total Asia-Pacific | Transportation Solutions      
Segment and Geographic Data      
Net sales 4,118 3,709 3,447
Total Asia-Pacific | Industrial Solutions      
Segment and Geographic Data      
Net sales 2,434 1,658 1,709
Total Europe/Middle East/Africa      
Segment and Geographic Data      
Net sales 5,742 5,899 6,208
Total Europe/Middle East/Africa | Transportation Solutions      
Segment and Geographic Data      
Net sales 3,282 3,600 3,897
Total Europe/Middle East/Africa | Industrial Solutions      
Segment and Geographic Data      
Net sales 2,460 2,299 2,311
Total Americas      
Segment and Geographic Data      
Net sales 4,968 4,579 4,670
Total Americas | Transportation Solutions      
Segment and Geographic Data      
Net sales 1,988 2,172 2,331
Total Americas | Industrial Solutions      
Segment and Geographic Data      
Net sales $ 2,980 $ 2,407 $ 2,339
v3.25.3
Segment and Geographic Data - Schedule of operating results and other data by reportable segment (Details) - USD ($)
$ in Millions
12 Months Ended
Sep. 26, 2025
Sep. 27, 2024
Sep. 29, 2023
Segment and Geographic Data      
Net sales $ 17,262 $ 15,845 $ 16,034
Cost of sales 11,183 10,389 10,979
Selling, general, and administrative expenses 1,866 1,732 1,670
Research, development, and engineering expenses 829 741 708
Other segment items 173 187 373
Operating income 3,211 2,796 2,304
Depreciation 648 660 607
Amortization 190 166 187
Capital Expenditures 936 680 732
Assets 25,081 22,854 21,712
Total segment assets      
Segment and Geographic Data      
Assets 10,414 9,475 9,273
Transportation Solutions      
Segment and Geographic Data      
Net sales 9,388 9,481 9,675
Cost of sales 6,151 6,220 6,702
Selling, general, and administrative expenses 892 874 840
Research, development, and engineering expenses 452 440 432
Other segment items 75 67 214
Operating income 1,818 1,880 1,487
Depreciation 405 451 398
Amortization 70 71 92
Capital Expenditures 495 431 471
Transportation Solutions | Total segment assets      
Segment and Geographic Data      
Assets 5,975 5,758 5,762
Industrial Solutions      
Segment and Geographic Data      
Net sales 7,874 6,364 6,359
Cost of sales 5,032 4,169 4,277
Selling, general, and administrative expenses 974 858 830
Research, development, and engineering expenses 377 301 276
Other segment items 98 120 159
Operating income 1,393 916 817
Depreciation 243 209 209
Amortization 120 95 95
Capital Expenditures 441 249 261
Industrial Solutions | Total segment assets      
Segment and Geographic Data      
Assets $ 4,439 $ 3,717 $ 3,511
v3.25.3
Segment and Geographic Data - Assets (Details) - USD ($)
$ in Millions
Sep. 26, 2025
Sep. 27, 2024
Sep. 29, 2023
Segment and Geographic Data      
Assets $ 25,081 $ 22,854 $ 21,712
Total segment assets      
Segment and Geographic Data      
Assets 10,414 9,475 9,273
Reconciling items      
Segment and Geographic Data      
Other current assets 1,864 2,059 2,373
Other noncurrent assets $ 12,803 $ 11,320 $ 10,066
v3.25.3
Segment and Geographic Data - By Region (Details) - USD ($)
$ in Millions
12 Months Ended
Sep. 26, 2025
Sep. 27, 2024
Sep. 29, 2023
Segment and Geographic Data      
Net sales $ 17,262 $ 15,845 $ 16,034
Property, Plant, and Equipment, Net 4,312 3,903 3,754
China      
Segment and Geographic Data      
Net sales 4,610 3,571 3,182
Property, Plant, and Equipment, Net 970 844 794
Other Asia-Pacific      
Segment and Geographic Data      
Net sales 1,942 1,796 1,974
Property, Plant, and Equipment, Net 373 332 294
Total Asia-Pacific      
Segment and Geographic Data      
Net sales 6,552 5,367 5,156
Property, Plant, and Equipment, Net 1,343 1,176 1,088
Switzerland      
Segment and Geographic Data      
Net sales 3,860 3,906 4,111
Property, Plant, and Equipment, Net 15 7 6
Germany      
Segment and Geographic Data      
Net sales 193 236 405
Property, Plant, and Equipment, Net 592 586 637
Other Europe/Middle East/Africa      
Segment and Geographic Data      
Net sales 1,689 1,757 1,692
Property, Plant, and Equipment, Net 1,134 1,060 965
Total Europe/Middle East/Africa      
Segment and Geographic Data      
Net sales 5,742 5,899 6,208
Property, Plant, and Equipment, Net 1,741 1,653 1,608
U.S.      
Segment and Geographic Data      
Net sales 4,408 4,020 4,107
Property, Plant, and Equipment, Net 1,085 953 933
Other Americas      
Segment and Geographic Data      
Net sales 560 559 563
Property, Plant, and Equipment, Net 143 121 125
Total Americas      
Segment and Geographic Data      
Net sales 4,968 4,579 4,670
Property, Plant, and Equipment, Net $ 1,228 $ 1,074 $ 1,058
v3.25.3
SCHEDULE II-VALUATION AND QUALIFYING ACCOUNTS (Details) - USD ($)
$ in Millions
12 Months Ended
Sep. 26, 2025
Sep. 27, 2024
Sep. 29, 2023
Allowance for doubtful accounts receivable      
Valuation and qualifying accounts.      
Balance at Beginning of Fiscal Year $ 32 $ 30 $ 45
Additions Charged to Costs and Expenses 22 15 (1)
Acquisitions, Divestitures and Other 1 2  
Write-offs and Deductions (11) (15) (14)
Balance at End of Fiscal Year 44 32 30
Valuation allowance on deferred tax assets      
Valuation and qualifying accounts.      
Balance at Beginning of Fiscal Year 8,285 7,416 7,112
Additions Charged to Costs and Expenses 954 916 406
Write-offs and Deductions (418) (47) (102)
Balance at End of Fiscal Year $ 8,821 $ 8,285 $ 7,416