{ "report_id": "security_tel", "report_type": "security_detail", "site_path": "securities/tel/index.html", "title": "TEL - TE Connectivity Operating Console", "ticker": "TEL", "company": "TE Connectivity", "as_of": "2026-07-04T22:42:34.366551Z", "generated_at": "2026-07-05T08:54:00.096122Z", "summary": "Static report-layer operating console projection of the canonical TEL knowledge lane. TEL is a quality industrial-technology supplier with strong Q2 FY2026 sales, orders, margins, Digital Data Networks growth, guidance, and cash conversion, but the proof burden remains DDN durability, order conversion, Automotive cyclicality, valuation, policy/FX exposure, and capital-allocation quality.", "boundaries": { "canonical_research_storage": "../../../knowledge/wiki/lanes/security/tel.md", "report_role": "Readable projection, routing surface, and chart host only.", "discovery_policy": "Read local report API outputs only; do not mutate discovery from this page.", "chart_rules_policy": "Persisted chart overlays and plan rules remain in assets/chart-level-rules.js.", "portfolio_policy": "No portfolio action, sizing, buy/sell recommendation, or trade instruction is stored in this report." }, "freshness": { "knowledge_lane_reviewed_as_of": "2026-07-04T22:42:34.366551Z", "latest_research_run_id": "autoresearch_security_profile_20260704_56", "market_data_in_lane_as_of": "2026-07-02", "short_interest_in_lane_as_of": "2026-06-15", "web_links_checked_as_of": null, "chart_data_as_of": "latest available from /api/securities/TEL/chart", "latest_source_diagnostics": { "has_stale_sources": false, "missing_required_source_ids": [ "earnings_call_transcripts_last_4", "rating_agency_reports", "fresh_13f_holdings_dataset" ], "source_count": 12, "diagnostic_gaps": [ "Last four earnings-call transcripts were not collected; guidance and tone rely on SEC-filed releases and slide decks.", "Rating-agency reports were not collected; debt conclusions use SEC filings and company disclosures.", "Local 13F institutional-holdings coverage for TEL was empty.", "Index benchmark data such as SPY/XLI was unavailable in the local daily_ohlc store.", "DDN customer concentration and contract duration were not disclosed in the collected materials." ] }, "limitations": [ "The dashboard summarizes the filed TEL lane rather than refreshing canonical research.", "Operating evidence remains anchored to the latest paired TEL source projections generated 2026-07-04.", "Market valuation and performance values are sourced from the latest lane's 2026-07-02 local market-data snapshot.", "Live price and market-cap values resolve only when the local report API is running.", "No new web facts were added during this worker pass; visible dated facts come from the filed lane and paired raw source projections.", "The page does not store chart overlay definitions, page-specific trigger prices, or portfolio instructions." ] }, "source_trail": { "canonical_knowledge_lane": "../../../knowledge/wiki/lanes/security/tel.md", "profile_source_id": "security_profile__tel__autoresearch_security_profile_20260704_56", "research_source_id": "security_research__tel__autoresearch_security_profile_20260704_56", "latest_profile_output": "../../../knowledge/raw/sources/security_profile__tel__autoresearch_security_profile_20260704_56/output.md", "latest_profile_output_json": "../../../knowledge/raw/sources/security_profile__tel__autoresearch_security_profile_20260704_56/output.json", "latest_profile_manifest": "../../../knowledge/raw/sources/security_profile__tel__autoresearch_security_profile_20260704_56/source.json", "latest_profile_output_hash": "sha256:db95885840e0da4ec58963fc93a1e23c2e4af09f293cb11a1ea24b6a8f3259d3", "latest_profile_output_md_hash": "sha256:54256db7664032cdba96c6b110bb98670be34fdeab8ce63fc1816f92e47b54ca", "latest_research_output": "../../../knowledge/raw/sources/security_research__tel__autoresearch_security_profile_20260704_56/output.md", "latest_research_output_json": "../../../knowledge/raw/sources/security_research__tel__autoresearch_security_profile_20260704_56/output.json", "latest_research_manifest": "../../../knowledge/raw/sources/security_research__tel__autoresearch_security_profile_20260704_56/source.json", "latest_research_output_hash": "sha256:41834f71eff91e3777514aa35b1bfd10a22d92952947e00990cdf7c52f8e7dc8", "latest_research_output_md_hash": "sha256:29c3061a60366dea5f7b6080e422e66edff20c50e51620dfc269a8b1834a9ac6", "profile_generated_at_utc": "2026-07-04T22:42:34.366551Z", "profile_as_of_utc": "2026-07-04T22:42:34.366551Z", "profile_exported_at_utc": "2026-07-05T04:33:43Z", "research_generated_at_utc": "2026-07-04T22:42:34Z", "research_exported_at_utc": "2026-07-05T04:33:43Z", "profile_used_reused_inputs": true, "research_used_reused_inputs": false, "upstream_hashes": { "security_research": "41834f71eff91e3777514aa35b1bfd10a22d92952947e00990cdf7c52f8e7dc8", "sector_context_information_technology": "1025b21f9ca0eae9285aa883c6e4edd156b0a783647db431bdbc1c7b04be8b2f" }, "source_claims_projected": [ "C1", "C2", "C3", "C4", "C5", "C6", "C7", "C8", "C9", "C10", "C11", "C12" ], "source_evidence_ids_projected": [ "E2", "E3", "E4", "E5", "E6", "E7", "E8", "E9", "E10", "E11", "E12", "E13", "E14", "E15", "E16", "E17", "E18", "E19", "E20", "E21", "E22", "E23", "E24", "E25", "E26", "E27", "E28", "E29", "E30" ], "profile_object_ids_projected": [ "tel_path_ai_capex_to_ddn", "tel_path_supply_scarcity_to_components", "tel_path_duration_funding_to_proof_burden", "tel_path_auto_cycle_to_blended_results", "tel_path_policy_fx_to_cross_border_exposure", "tel_fcst_ddn_industrial_growth", "tel_fcst_margin_cash_conversion", "tel_fcst_transportation_mix", "tel_fcst_fcf_per_share", "tel_fcst_expectation_multiple", "tel_scenario_base_industrial_offsets_auto", "tel_scenario_upside_durable_ddn_auto_stabilization", "tel_scenario_downside_ddn_normalization_auto_drag", "tel_trigger_confirm_q3_orders_growth", "tel_trigger_confirm_ddn_durability", "tel_trigger_invalidate_ddn_order_reset", "tel_trigger_invalidate_auto_margin_pressure", "tel_trigger_confirm_margin_cash_quality", "tel_trigger_watch_capital_allocation", "tel_trigger_watch_policy_fx_china", "tel_risk_ddn_ai_normalization", "tel_risk_auto_cycle_pressure", "tel_risk_ai_capex_policy_supply", "tel_risk_capital_allocation_quality", "tel_unknown_ddn_customer_quality", "tel_unknown_management_tone", "tel_unknown_institutional_flows" ], "source_refs_projected": [ "S1: SEC submissions for CIK 0001385157", "S2: Q2 FY2026 10-Q", "S3: FY2025 10-K", "S4: FY2024 10-K", "S5: Q2 FY2026 earnings slides", "S6: Q1 FY2026 earnings slides", "S7: Q4 FY2025 earnings slides", "S8: 2026 DEF 14A", "S9: local daily OHLC and instrument metadata", "S10: Barron's Q2 FY2026 market reaction", "S11: local insider transactions and Form 4 XML", "S12: local short-interest and short-volume data" ], "local_chart_endpoints": [ "/api/securities/TEL/chart?frequency=daily&window=9m&as_of=latest", "/api/securities/TEL/chart?frequency=weekly&window=5y&as_of=latest" ], "route_registry_route": "../../assets/security-page-routes.js#TEL", "chart_level_registry_route": "../../assets/chart-level-rules.js#TEL", "fallback_chart_route": "../index.html?ticker=TEL", "raw_source_file_presence": { "profile": { "source_id": "security_profile__tel__autoresearch_security_profile_20260704_56", "output_md": true, "output_json": true, "source_json": true }, "research": { "source_id": "security_research__tel__autoresearch_security_profile_20260704_56", "output_md": true, "output_json": true, "source_json": true } } }, "web_source_trail": { "checked_at": null, "official_links": [], "street_view_items": [], "note": "No web-derived facts were added during this worker pass; public web search did not produce usable future-dated primary pages for the FY2026 source set, so the page remains anchored to filed lane sources." }, "chart": { "ticker": "TEL", "initializer": "assets/report.js initializeSecurityChartPage reads data-security-ticker=\"TEL\"", "api_required": true, "daily_endpoint": "/api/securities/TEL/chart?frequency=daily&window=9m&as_of=latest", "weekly_endpoint": "/api/securities/TEL/chart?frequency=weekly&window=5y&as_of=latest", "price_source": "Local report API backed by discovery daily_ohlc and derived weekly rows.", "instrument_source": "Local report API backed by discovery instruments.", "chart_level_registry_route": "../../assets/chart-level-rules.js#TEL", "route_registry_route": "../../assets/security-page-routes.js#TEL", "fallback_route": "../index.html?ticker=TEL" }, "page_sections": [ { "id": "selected-security", "title": "Selected-Security Chart", "role": "Live local API chart host and chart-rule attachment point." }, { "id": "current-company-view", "title": "Current Company Proof Window", "role": "Setup, measured base, proof issue, valuation context, and next evidence." }, { "id": "selected-security-trade-plan", "title": "Selected Security Trade Plan", "role": "Shared report.js trade-plan host, hidden unless chart-level rules provide a plan." }, { "id": "business-profile-exposure", "title": "Business Profile, Segments, And Exposure", "role": "Business model, disclosure map, Transportation, Industrial, DDN, Energy/grid, China, and FX exposure." }, { "id": "relative-value-drivers", "title": "Relative Value And Drivers", "role": "DDN, Energy, Automotive, cash conversion, and capital-deployment drivers." }, { "id": "guidance-path", "title": "Guidance Path And Tests", "role": "Q3 guide, revision path, orders, and Transportation margin tests." }, { "id": "operating-evidence-kpis", "title": "KPIs And Catalysts", "role": "High-signal operating metrics and why they matter." }, { "id": "financial-quality-capital-allocation", "title": "Financial Quality And Capital Allocation", "role": "Balance-sheet, liquidity, cash conversion, buyback, dividend, and refinancing evidence." }, { "id": "competitive-position", "title": "Competitive Position", "role": "What is proven and what remains unproven in TEL's competitive edge." }, { "id": "ownership-flows-valuation-street", "title": "Ownership, Flows, Valuation, And Tape", "role": "Dated local market data, valuation, ownership, short interest, and insider-flow context." }, { "id": "scenario-assessment", "title": "Scenario Assessment", "role": "Base, upside, and downside operating scenarios." }, { "id": "monitoring-triggers", "title": "Monitoring Trigger Board", "role": "Evidence checks for Q3, DDN, Automotive, cash quality, and capital deployment." }, { "id": "risks-invalidations-quality-flags", "title": "Risks, Invalidations, And Quality Flags", "role": "Risk punch cards for DDN, Automotive, policy/supply, competition, FX/China/tax, and capital allocation." }, { "id": "diagnostics-freshness-unknowns", "title": "Freshness And Known Unknowns", "role": "Freshness labels, missing evidence categories, and local-data limitations." }, { "id": "links-filings", "title": "Links And Filings", "role": "Human-readable source routes and report metadata link." } ], "machine_provenance_limitations": [ "Raw source ids, claim ids, evidence ids, object ids, hashes, and artifact routes are retained in metadata rather than visible HTML.", "The visible report is a projection contract and should not become a second canonical research layer.", "The worker did not edit shared route, chart-level, CSS, or JavaScript assets." ], "revision": { "generated_by": "reports-security-page worker with ticker-local manual cleanup", "generated_for_phase": "report-security-pages", "source_run_id": "autoresearch_security_profile_20260704_56", "created_or_refreshed_at": "2026-07-05T08:54:00.096122Z", "create_vs_refresh": "create", "notes": [ "Created TEL detailed security page from the canonical TEL lane and paired raw source projections.", "Corrected the worker-generated metadata to distinguish profile and research sources and preserve output hashes.", "Kept chart overlays and trade-plan rules delegated to shared registries.", "Did not edit assets/security-page-routes.js; the route entry is proposed for coordinator integration." ] } }