Amphenol (NYSE:APH – Get Free Report) issued an update on its third quarter 2026 earnings guidance on Wednesday morning. The company provided earnings per share 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.
Wall Street Analyst Weigh In
Several research analysts have recently weighed in on APH shares. Jefferies Financial Group lifted their target price on shares of Amphenol from $165.00 to $190.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Zacks Research upgraded shares of Amphenol from a “hold” rating to a “strong-buy” rating in a research report on Friday, July 17th. Citigroup reaffirmed a “buy” rating and issued a $195.00 price objective (up from $180.00) on shares of Amphenol in a research note on Monday, July 13th. TD Cowen reiterated a “hold” rating and set a $175.00 price objective (up from $135.00) on shares of Amphenol in a research report on Monday, July 13th. Finally, BNP Paribas Exane boosted their target price on shares of Amphenol from $195.00 to $200.00 and gave the company an “outperform” rating in a research note on Thursday, May 28th. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and one has issued a Hold rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Buy” and an average target price of $189.67.
Check Out Our Latest Stock Analysis on APH
Amphenol Stock Up 4.2%
Amphenol (NYSE:APH – Get Free Report) last issued 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. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The firm had revenue of $8.76 billion for the quarter, compared to the consensus estimate of $8.26 billion. During the same quarter in the previous year, the company posted $0.81 earnings per share. The business’s quarterly revenue was up 55.0% compared to the same quarter last year. Amphenol has set its Q3 2026 guidance at 1.400-1.420 EPS. As a group, research analysts predict that Amphenol will post 4.87 earnings per share for the current fiscal year.
Amphenol Dividend Announcement
The firm also recently announced a quarterly dividend, which was paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 23rd were paid a $0.25 dividend. The ex-dividend date was Tuesday, June 23rd. This represents a $1.00 dividend on an annualized basis and a yield of 0.6%. Amphenol’s payout ratio is 28.74%.
Insider Buying and Selling
In other news, CEO Richard Adam Norwitt sold 17,500 shares of the stock in a transaction 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 transaction, the chief executive officer owned 1,927,507 shares in the company, valued at $276,038,277.47. This represents a 0.90% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Insiders have sold 130,775 shares of company stock valued at $18,709,350 over the last ninety days. Insiders own 1.42% of the company’s stock.
Amphenol News Roundup
Here are the key news stories impacting Amphenol this week:
- Positive Sentiment: Truist raises price target and rating: Truist Financial increased its price target for Amphenol from $200 to $215 and upgraded the stock to “Buy,” implying approximately 37.8% upside from the referenced $155.98 price. Tickerreport article
- Positive Sentiment: Q2 results significantly exceeded expectations: Amphenol reported adjusted earnings of $1.35 per share versus the $1.19 consensus estimate and revenue of $8.76 billion versus expectations of $8.26 billion. Revenue increased 55% year over year, while earnings rose from $0.81 per share in the prior-year quarter. Growth was driven by strong IT datacom demand, broad organic expansion, acquisitions, and record orders. Zacks Q2 earnings article
- Positive Sentiment: AI connectivity demand is accelerating: Management highlighted strong demand from AI infrastructure and connectivity markets during the earnings call. Acquisitions and robust order activity are adding to growth expectations. Zacks earnings call article
- Positive Sentiment: Q3 outlook topped estimates: Amphenol forecast third-quarter earnings of $1.40–$1.42 per share and revenue of $9.3–$9.4 billion, well above consensus estimates of $1.26 per share and $8.6 billion in revenue. The guidance suggests continued momentum into the next quarter.
- Neutral Sentiment: Technical support is improving: A recently formed “hammer” chart pattern and upward analyst earnings revisions suggest potential near-term support, although technical signals are less reliable than the company’s fundamental results. Zacks technical analysis article
- Negative Sentiment: Broader market volatility remains a risk: A surge in oil prices tied to U.S.-Iran tensions and pressure on the Nasdaq ahead of the Federal Reserve’s decision could weigh on high-valuation technology and connectivity stocks, including APH. Amphenol also trades at an elevated price-to-earnings ratio of roughly 44.7.
Institutional Inflows and Outflows
A number of institutional investors have recently made changes to their positions in APH. Revolve Wealth Partners LLC boosted its holdings in Amphenol by 87.9% during the fourth quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock valued at $701,000 after acquiring an additional 4,721 shares during the period. Brighton Jones LLC increased its stake in shares of Amphenol by 114.0% in the fourth quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker’s stock worth $1,224,000 after purchasing an additional 9,390 shares during the period. Bison Wealth LLC lifted its position in shares of Amphenol by 8.3% during the 4th quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock worth $559,000 after purchasing an additional 618 shares during the last quarter. PGIM Custom Harvest LLC boosted its stake in Amphenol by 7.6% during the 3rd quarter. PGIM Custom Harvest LLC now owns 2,722 shares of the electronics maker’s stock valued at $337,000 after purchasing an additional 192 shares during the period. Finally, LWM Advisory Services LLC bought a new stake in Amphenol during the 4th quarter valued at approximately $325,000. 97.01% of the stock is owned by 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.
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