Terrence Curtin

Terrence Curtin leads TE Connectivity as CEO, overseeing the world's largest manufacturer of connectors and sensors. TE's products are found in virtually every electronic system: automotive (the largest segment, supplying connectors, sensors, and harnesses to every major automaker), industrial (factory automation, robotics, renewable energy), communications (data center infrastructure, 5G equipment), and aerospace and defense. The automotive segment is TE's largest and fastest-growing, driven by the profound shift to electric vehicles. EVs require 2-3x more connector content than internal combustion vehicles due to high-voltage battery connections, charging systems, power electronics, and the proliferation of electronic control units. As vehicles become more electrified and software-defined, the dollar content opportunity per vehicle for TE increases substantially. TE's competitive advantages include global scale, an installed base of designs across thousands of applications (high switching costs once designed into a product), and manufacturing capabilities in miniaturization and high-speed connectivity. Key stock drivers include automotive production volumes and EV adoption rates, content per vehicle growth, data center and AI infrastructure capital spending, industrial automation trends, aerospace and defense orders, and the overall pace of electrification across all end markets.