UBS estimates the humanoid robotics market could reach $1.4 trillion to $1.7 trillion annually by 2050. Rather than betting on robot manufacturers, investors may find better opportunities with component suppliers. TE Connectivity manufactures connectors, sensors, relays, and data interconnects essential for humanoid robots. The company is already working with robot developers to supply specialised components. In Q3 2026, TE posted record revenue of $5.16 billion, up 14% year over year, whilst adjusted earnings per share rose 22% to $2.94. Amphenol produces high-speed connectors, cable assemblies, sensors, and power distribution systems used in industrial automation and advanced robotics. Both companies supply critical components that every humanoid robot requires, regardless of manufacturer. The strategy mirrors Nvidia's success in AI, where supplying essential chips proved more profitable than developing AI applications.

TE Connectivity reported record Q3 orders and adjusted earnings per share, with revenue up 14% year-over-year and guidance for continued double-digit growth. Despite this performance, the stock trades approximately 14% below its 52-week high. For existing shareholders, a covered call strategy could generate income whilst maintaining upside potential. By selling a call option expiring 20 August 2027 with a strike price of $250 — roughly 15% above the current price of $218.02 — investors can collect approximately $2,790 in premium per contract. This represents an annualised income of about 12.3% on the stock value. The premium is retained regardless of stock performance. If shares finish below $250 at expiration, investors keep both the premium and shares. Above $250, shares are called away, yielding a total annualised return of approximately 26%, though gains beyond the strike price are forfeited.

TE Connectivity forecast fourth-quarter profit and revenue above Wall Street expectations, driven by surging demand for AI-related products. The electronics maker projected adjusted profit of $3.05 per share on revenue of about $5.25 billion, exceeding analyst estimates of $2.96 per share and $5.16 billion respectively. The company announced it will acquire power management firm Astrodyne TDI for $1.4 billion, with the deal expected to close by end-2026. CEO Terrence Curtin said orders jumped 70% this year, building strong backlog for next year. Third-quarter results beat estimates, with revenue rising 14% to $5.16 billion and adjusted profit reaching $2.94 per share. TE produces electrical connector systems used in data centres benefiting from global AI infrastructure investments. Shares fell more than 5% in premarket trading.