Amphenol (NYSE:APH) Releases Q4 2026 Earnings Guidance

Amphenol (NYSE:APH) updated its fourth quarter 2026 earnings guidance on Friday morning. The company provided earnings per share (EPS) guidance of 0.810-0.830 for the period, compared to the consensus EPS 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.

Wall Street Analyst Weigh In

A number of brokerages recently commented on APH. Weiss Ratings cut shares of Amphenol from a “buy (a-)” rating to a “buy (b)” rating in a research note on Friday, October 23rd. TD Cowen reduced their target price on shares of Amphenol from $175.00 to $90.00 and set a “hold” rating for the company in a report on Wednesday, September 9th. The Goldman Sachs Group reissued a “buy” rating and issued a $116.00 price target (up from $102.00) on shares of Amphenol in a research report on Tuesday, October 6th. Truist Financial lifted their price objective on Amphenol from $107.50 to $112.00 and gave the company a “buy” rating in a research report on Thursday. Finally, Erste Group Bank started coverage on shares of Amphenol in a report on Wednesday, October 21st. They set a “buy” rating on the stock. Sixteen research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $111.79.

Amphenol Stock Performance

NYSE:APH opened at $79.48 on Friday. The company has a market capitalization of $196.00 billion, a PE ratio of 32.96, a P/E/G ratio of 0.98 and a beta of 1.23. Amphenol has a fifty-two week low of $59.01 and a fifty-two week high of $89.93. The company has a debt-to-equity ratio of 0.99, a quick ratio of 1.41 and a current ratio of 1.94. The company has a 50 day simple moving average of $81.46 and a two-hundred day simple moving average of $75.48.

Amphenol (NYSE:APH) last announced its earnings results on Wednesday, October 28th. The electronics maker reported $0.80 earnings per share for the quarter, topping analysts’ consensus estimates of $0.73 by $0.07. The firm had revenue of $10.23 billion for the quarter, compared to the consensus estimate of $9.49 billion. Amphenol had a return on equity of 42.53% and a net margin of 17.95%. The company’s revenue was up 65.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.93 EPS. Research analysts anticipate that Amphenol will post 2.83 earnings per share for the current year.

Amphenol Cuts Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, January 13th. Investors of record on Tuesday, December 22nd will be paid a $0.15 dividend. This represents a $0.60 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date is Tuesday, December 22nd. This is a negative change from Amphenol’s previous quarterly dividend of $0.25. Amphenol’s dividend payout ratio (DPR) is presently 21.74%.

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

Insider Activity

In related news, EVP David Silverman sold 240,000 shares of the business’s stock in a transaction dated 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 sale, the executive vice president directly owned 31,344 shares in the company, valued at approximately $2,730,689.28. The trade was a 88.45% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Lance D’Amico sold 100,000 shares of the firm’s stock in a transaction dated 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 completion of the sale, the executive vice president directly owned 114,130 shares of the company’s stock, valued at approximately $9,243,959.35. The trade was a 46.70% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 726,400 shares of company stock worth $61,332,592 in the last three months. Company insiders own 1.42% of the company’s stock.

Key Headlines Impacting Amphenol

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Amphenol raised its fourth-quarter 2026 outlook to EPS of $0.81-$0.83 and revenue of $10.3-$10.5 billion, above consensus estimates of $0.75 and $9.7 billion, respectively.
• Positive Sentiment: The company also increased its full-year 2026 guidance to EPS of $2.82-$2.84 and revenue of $36.9-$37.1 billion, ahead of analyst expectations of $2.69 and $35.7 billion.
• Positive Sentiment: Third-quarter results exceeded expectations, with adjusted EPS of $0.80 versus the $0.73 consensus and revenue of approximately $10.2 billion. Orders rose 99% year over year, and the book-to-bill ratio reached 1.19, indicating strong demand momentum.
• Positive Sentiment: Management highlighted strong artificial-intelligence data-center demand, with IT datacom sales increasing sharply. Analysts at JPMorgan, BNP Paribas Exane, UBS and Truist raised their price targets to $111-$115 and maintained bullish ratings.
• Positive Sentiment: The board approved a new $4 billion share-repurchase program, covering up to 2% of outstanding shares and beginning in 2027. Buybacks can support earnings per share and signal management confidence in the valuation. Amphenol Board of Directors Approves Share Repurchase Program
• Neutral Sentiment: Amphenol agreed to acquire Humanetics Sensors and AdvancedPCB Holdings. The transactions could expand its sensor and circuit-board businesses, although financial terms and the near-term earnings impact were not provided.
• Negative Sentiment: Rothschild & Co Redburn cut its price target from $197 to $107. Although the revised target still implies substantial upside, the magnitude of the reduction may pressure investor sentiment.
• Negative Sentiment: The company’s quarterly dividend was reported at $0.15 per share, below the prior $0.25 payout. The lower distribution may disappoint income-focused investors, despite broader reports describing the post-split payout as an increase.

About Amphenol

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.