Amphenol (NYSE:APH) Issues Q1 2026 Earnings Guidance

Amphenol (NYSE:APH) issued an update on its first quarter 2026 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 0.910-0.930 for the period, compared to the consensus estimate of 0.880. The company issued revenue guidance of $6.9 billion-$7.0 billion, compared to the consensus revenue estimate of $6.4 billion.

Amphenol Trading Up 2.6%

NYSE APH opened at $149.73 on Friday. Amphenol has a 52 week low of $56.45 and a 52 week high of $167.04. The firm has a 50 day moving average of $141.18 and a two-hundred day moving average of $127.00. The company has a quick ratio of 1.52, a current ratio of 2.98 and a debt-to-equity ratio of 1.08. The stock has a market capitalization of $183.28 billion, a PE ratio of 44.83, a price-to-earnings-growth ratio of 0.87 and a beta of 1.21.

Amphenol (NYSE:APH) last released its quarterly earnings data on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.93 by $0.04. The business had revenue of $6.44 billion during the quarter, compared to analysts’ expectations of $6.19 billion. Amphenol had a net margin of 18.49% and a return on equity of 35.57%. The company’s revenue for the quarter was up 49.1% on a year-over-year basis. During the same period in the previous year, the company earned $0.55 EPS. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. As a group, research analysts expect that Amphenol will post 2.36 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of research analysts have recently commented on the company. Wall Street Zen downgraded Amphenol from a “strong-buy” rating to a “buy” rating in a report on Sunday, November 2nd. Barclays reissued an “overweight” rating and set a $175.00 price objective (up previously from $156.00) on shares of Amphenol in a report on Thursday. JPMorgan Chase & Co. increased their target price on shares of Amphenol from $160.00 to $185.00 and gave the company an “overweight” rating in a research report on Tuesday. UBS Group reissued a “buy” rating and issued a $174.00 price target (up from $152.00) on shares of Amphenol in a research report on Wednesday, January 14th. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of Amphenol in a research note on Wednesday, January 21st. Eleven investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $151.38.

Insider Activity at Amphenol

In other Amphenol news, insider William J. Doherty sold 80,000 shares of the company’s stock in a transaction dated Tuesday, December 2nd. The stock was sold at an average price of $142.00, for a total transaction of $11,360,000.00. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CFO Craig A. Lampo sold 40,076 shares of the stock in a transaction on Tuesday, November 11th. The shares were sold at an average price of $143.50, for a total value of $5,750,906.00. Following the completion of the sale, the chief financial officer owned 39,884 shares of the company’s stock, valued at approximately $5,723,354. This represents a 50.12% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 498,076 shares of company stock valued at $70,996,906 over the last quarter. Insiders own 1.67% of the company’s stock.

Hedge Funds Weigh In On Amphenol

Several hedge funds and other institutional investors have recently bought and sold shares of APH. AQR Capital Management LLC increased its position in shares of Amphenol by 23.2% during the third quarter. AQR Capital Management LLC now owns 3,810,841 shares of the electronics maker’s stock worth $468,543,000 after acquiring an additional 716,889 shares during the last quarter. State Street Corp increased its position in shares of Amphenol by 1.2% in the 3rd quarter. State Street Corp now owns 56,025,072 shares of the electronics maker’s stock worth $6,942,156,000 after purchasing an additional 676,797 shares during the last quarter. Nissay Asset Management Corp Japan raised its stake in shares of Amphenol by 78.8% in the 3rd quarter. Nissay Asset Management Corp Japan now owns 1,341,896 shares of the electronics maker’s stock valued at $166,060,000 after purchasing an additional 591,345 shares in the last quarter. Amundi raised its holdings in shares of Amphenol by 11.0% during the third quarter. Amundi now owns 5,763,353 shares of the electronics maker’s stock worth $711,198,000 after purchasing an additional 573,361 shares during the period. Finally, Credit Agricole S A bought a new position in shares of Amphenol in the 3rd quarter worth about $53,598,000. 97.01% of the stock is owned by institutional investors and hedge funds.

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.