Amphenol (NYSE:APH) Releases Q4 2026 Earnings Guidance

Posted by Stanley Muller on Oct 30th, 2026

Amphenol (NYSE:APH – Get Free Report) updated its fourth quarter 2026 earnings guidance on Friday morning. The company provided earnings per share guidance of 0.810-0.830 for the period, compared to the consensus earnings per share estimate of 0.750. The company issued revenue guidance of $10.3 billion-$10.5 billion, compared to the consensus revenue estimate of $9.7 billion. Amphenol also updated its FY 2026 guidance to 2.820-2.840 EPS.

Analysts Set New Price Targets

A number of research firms have recently issued reports on APH. Erste Group Bank initiated coverage on shares of Amphenol in a research note on Wednesday, October 21st. They set a “buy” rating on the stock. Bank of America lifted their price objective on shares of Amphenol from $99.00 to $104.00 and gave the company a “buy” rating in a report on Tuesday, October 13th. Truist Financial increased their target price on Amphenol from $107.50 to $112.00 and gave the company a “buy” rating in a research report on Thursday. UBS Group increased their target price on Amphenol from $105.00 to $111.00 and gave the company a “buy” rating in a report on Thursday. Finally, TD Cowen lowered their target price on Amphenol from $175.00 to $90.00 and set a “hold” rating on the stock in a report on Wednesday, September 9th. Sixteen analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $111.79.

Read Our Latest Research Report on APH

Amphenol Stock Performance

Shares of APH traded down $3.96 during midday trading on Friday, reaching $78.12. 4,200,855 shares of the stock were exchanged, compared to its average volume of 17,045,055. The business’s 50-day moving average price is $81.40 and its 200 day moving average price is $75.44. The company has a debt-to-equity ratio of 0.99, a current ratio of 1.94 and a quick ratio of 1.41. The company has a market capitalization of $192.65 billion, a price-to-earnings ratio of 33.93, a PEG ratio of 1.03 and a beta of 1.23. Amphenol has a twelve month low of $59.01 and a twelve month high of $89.93.

Amphenol (NYSE:APH – Get Free Report) last announced its quarterly earnings data on Wednesday, October 28th. The electronics maker reported $0.80 EPS for the quarter, beating the consensus estimate of $0.73 by $0.07. The firm had revenue of $10.23 billion during the quarter, compared to analysts’ expectations of $9.49 billion. Amphenol had a net margin of 17.95% and a return on equity of 42.53%. The business’s revenue for the quarter was up 65.1% compared to the same quarter last year. During the same quarter last year, the business earned $0.93 earnings per share. On average, sell-side analysts expect that Amphenol will post 2.83 EPS for the current fiscal year.

Amphenol Cuts Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, January 13th. Stockholders of record on Tuesday, December 22nd will be paid a dividend of $0.15 per share. This is a drop from Amphenol’s previous quarterly dividend of $0.25. This represents a $0.60 annualized dividend and a dividend yield of 0.8%. The ex-dividend date is Tuesday, December 22nd. Amphenol’s payout ratio is 21.74%.

Amphenol announced that its board has initiated a stock repurchase plan on Wednesday, October 28th that authorizes the company to buy back $4 billion in shares. This repurchase authorization authorizes the electronics maker to purchase up to 2% of its shares through open market purchases. Share repurchase plans are usually an indication that the company’s leadership believes its stock is undervalued.

Insider Buying and Selling

In other news, EVP Lance D’Amico sold 100,000 shares of the firm’s stock in a transaction on Monday, August 3rd. The stock was sold at an average price of $81.00, for a total transaction of $8,099,500.00. Following the transaction, the executive vice president directly owned 114,130 shares of the company’s stock, valued at approximately $9,243,959.35. This trade represents a 46.70% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP David Silverman sold 240,000 shares of Amphenol stock in a transaction on Wednesday, August 5th. The stock was sold at an average price of $87.12, for a total value of $20,908,800.00. Following the completion of the transaction, the executive vice president owned 31,344 shares in the company, valued at $2,730,689.28. The trade was a 88.45% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 726,400 shares of company stock worth $61,332,592 in the last three months. 1.42% of the stock is owned by insiders.

Amphenol News Roundup

Here are the key news stories impacting Amphenol this week:

Positive Sentiment: Amphenol reported third-quarter results that exceeded expectations, with earnings per share of $0.80 versus the $0.73 consensus and revenue of $10.23 billion versus $9.49 billion. Revenue increased 65.1% year over year, supported by strong IT datacom and artificial-intelligence demand, acquisitions and broad organic growth. Amphenol’s Q3 Earnings Beat Estimates
Positive Sentiment: Management raised expectations above Wall Street forecasts. Fourth-quarter EPS guidance of $0.810–$0.830 and revenue guidance of $10.3–$10.5 billion exceed consensus estimates of $0.750 and $9.7 billion, respectively. Full-year 2026 EPS guidance of $2.820–$2.840 and revenue guidance of $36.9–$37.1 billion also top consensus estimates of $2.690 and $35.7 billion.
Positive Sentiment: The board authorized a $4 billion share-repurchase program, allowing Amphenol to buy back up to 2% of its outstanding shares. Buybacks can support per-share earnings and signal that management views the stock as undervalued. Amphenol Board Approves Share Repurchase Program
Positive Sentiment: JPMorgan, BNP Paribas Exane, UBS and Truist raised their price targets to between $111 and $115 and maintained bullish ratings, citing AI-related demand, record orders and improving growth prospects.
Neutral Sentiment: Amphenol agreed to acquire Humanetics Sensors and AdvancedPCB Holdings, potentially expanding its sensor and printed-circuit-board businesses, although the transactions may introduce integration and financing risks.
Negative Sentiment: Amphenol declared a quarterly dividend of $0.15 per share, a 40% reduction from the prior $0.25 payout. The cut undermines income appeal and may be contributing to investor concern despite the upbeat operating outlook.
Negative Sentiment: Rothschild & Co Redburn lowered its price target from $197 to $107, creating a notable contrast with the other recent analyst upgrades and adding uncertainty around valuation.

Amphenol Company Profile

(Get Free Report)

Amphenol Corporation (NYSE: APH) is a global manufacturer of electrical, electronic and fiber-optic connectors, interconnect systems and related products. Its portfolio includes cable assemblies, sensors, antennas, backplane systems, radio-frequency components and other specialized electronic hardware.

The company serves customers across a range of industries, including automotive, aerospace and defense, information technology and data communications, industrial, mobile networks, commercial aerospace, medical and other markets.