Amphenol (NYSE:APH) Issues Q3 2026 Earnings Guidance

Amphenol (NYSE:APH) updated its third quarter 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 1.400-1.420 for the period, compared to the consensus earnings per share estimate of 1.260. The company issued revenue guidance of $9.3 billion-$9.4 billion, compared to the consensus revenue estimate of $8.6 billion.

Amphenol Stock Up 5.4%

Shares of NYSE:APH traded up $7.78 on Wednesday, hitting $151.63. 6,567,379 shares of the company’s stock were exchanged, compared to its average volume of 9,625,933. The firm’s 50-day moving average is $153.78 and its 200 day moving average is $144.78. The company has a market capitalization of $186.54 billion, a PE ratio of 43.61, a P/E/G ratio of 1.28 and a beta of 1.24. Amphenol has a 1-year low of $102.76 and a 1-year high of $178.52. The company has a debt-to-equity ratio of 1.18, a quick ratio of 1.26 and a current ratio of 1.71.

Amphenol (NYSE:APH) last posted its earnings results on Wednesday, July 29th. The electronics maker reported $1.35 EPS for the quarter, beating analysts’ consensus estimates of $1.19 by $0.16. The firm had revenue of $8.76 billion for the quarter, compared to the consensus estimate of $8.26 billion. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. The company’s revenue was up 55.0% on a year-over-year basis. During the same period last year, the firm posted $0.81 EPS. Amphenol has set its Q3 2026 guidance at 1.400-1.420 EPS. Sell-side analysts predict that Amphenol will post 4.87 EPS for the current year.

Amphenol Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd were issued a dividend of $0.25 per share. The ex-dividend date of this dividend was Tuesday, June 23rd. This represents a $1.00 annualized dividend and a dividend yield of 0.7%. Amphenol’s dividend payout ratio (DPR) is currently 28.74%.

Wall Street Analyst Weigh In

A number of equities analysts have commented on the stock. Weiss Ratings restated a “buy (b)” rating on shares of Amphenol in a research report on Friday, July 17th. Rothschild & Co Redburn increased their target price on Amphenol from $160.00 to $172.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. JPMorgan Chase & Co. lifted their price target on Amphenol from $200.00 to $215.00 and gave the company an “overweight” rating in a research note on Thursday, July 16th. Bank of America boosted their target price on shares of Amphenol from $180.00 to $185.00 and gave the stock a “buy” rating in a research report on Thursday, July 9th. Finally, Evercore reissued an “outperform” rating on shares of Amphenol in a report on Wednesday, May 27th. One analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Buy” and an average target price of $187.87.

Insider Transactions at Amphenol

In other news, CEO Richard Adam Norwitt sold 17,500 shares of Amphenol stock in a transaction that occurred on Tuesday, May 5th. The shares were sold at an average price of $143.21, for a total transaction of $2,506,175.00. Following the sale, the chief executive officer owned 1,927,507 shares in the company, valued at $276,038,277.47. This trade represents a 0.90% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Insiders have sold a total of 130,775 shares of company stock valued at $18,709,350 over the last three months. 1.42% of the stock is owned by company insiders.

More Amphenol News

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Q2 results exceeded expectations: Amphenol reported adjusted EPS of $1.35 versus the $1.19 consensus, while revenue rose 55% year over year to $8.76 billion, topping the $8.26 billion estimate. EPS increased from $0.81 in the prior-year quarter. Amphenol Beats Q2 Earnings and Revenue Estimates
• Positive Sentiment: Upbeat Q3 outlook: Management guided to EPS of $1.40-$1.42 and revenue of $9.3-$9.4 billion, well above analyst estimates of $1.26 EPS and $8.6 billion in revenue. Record orders and strong IT datacom demand were cited as key drivers. Amphenol Quarterly Results and Guidance
• Positive Sentiment: Positive growth and technical signals: Analysts have been raising earnings estimates, and a “hammer” chart pattern suggests potential near-term support after recent weakness. Zacks also views APH as positioned to outperform because of above-average financial growth. Amphenol Hammer Chart Pattern
• Neutral Sentiment: Amphenol’s valuation remains demanding, with a reported price-to-earnings ratio above 43, increasing the importance of continued earnings and guidance beats.
• Negative Sentiment: A broader market sell-off, driven by a sharp oil-price spike, escalating U.S.-Iran tensions and uncertainty ahead of the Federal Reserve’s decision, could limit upside for APH despite its strong company-specific results. Stock Market Sell-Off Ahead of Fed Decision

Hedge Funds Weigh In On Amphenol

A number of institutional investors and hedge funds have recently added to or reduced their stakes in APH. Binnacle Investments Inc boosted its holdings in shares of Amphenol by 10.0% in the 3rd quarter. Binnacle Investments Inc now owns 891 shares of the electronics maker’s stock valued at $110,000 after buying an additional 81 shares during the period. Financial Engines Advisors L.L.C. grew its holdings in shares of Amphenol by 2.8% during the fourth quarter. Financial Engines Advisors L.L.C. now owns 3,061 shares of the electronics maker’s stock valued at $414,000 after purchasing an additional 84 shares during the last quarter. Wealthspire Retirement LLC raised its position in shares of Amphenol by 3.3% during the 4th quarter. Wealthspire Retirement LLC now owns 3,091 shares of the electronics maker’s stock worth $418,000 after purchasing an additional 99 shares during the period. Vermillion & White Wealth Management Group LLC lifted its holdings in shares of Amphenol by 163.8% in the 4th quarter. Vermillion & White Wealth Management Group LLC now owns 182 shares of the electronics maker’s stock worth $25,000 after purchasing an additional 113 shares during the last quarter. Finally, CYBER HORNET ETFs LLC boosted its position in Amphenol by 3.7% during the 3rd quarter. CYBER HORNET ETFs LLC now owns 3,282 shares of the electronics maker’s stock valued at $406,000 after purchasing an additional 117 shares during the period. 97.01% of the stock is owned by hedge funds and other institutional investors.

About Amphenol

Amphenol Corporation (NYSE: APH) is a leading global manufacturer of electronic and fiber optic connectors, interconnect systems, and related components. The company designs, engineers and produces a broad range of products including electrical connectors, cable assemblies, fiber optic solutions, sensors, antennas and electromechanical devices used to transfer power, signal and data across complex systems. Its product portfolio spans ruggedized connectors for harsh environments to high-speed solutions for data centers and telecommunications networks.

Amphenol serves a diverse set of end markets, including automotive, broadband and telecom, data communications, mobile devices, industrial, energy, and military/aerospace.