Amphenol (NYSE:APH) Releases 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 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 Trading Up 0.5%

NYSE:APH traded up $0.88 on Friday, reaching $160.69. The stock had a trading volume of 1,008,226 shares, compared to its average volume of 9,610,422. Amphenol has a 12-month low of $102.76 and a 12-month high of $178.52. The company has a market cap of $197.69 billion, a price-to-earnings ratio of 40.35, a P/E/G ratio of 1.26 and a beta of 1.24. The firm’s fifty day moving average is $155.05 and its two-hundred day moving average is $145.03. The company has a debt-to-equity ratio of 1.10, a current ratio of 1.89 and a quick ratio of 1.26.

Amphenol (NYSE:APH) last announced its quarterly earnings data on Wednesday, July 29th. The electronics maker reported $1.35 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.19 by $0.16. Amphenol had a net margin of 17.73% and a return on equity of 39.87%. The company had revenue of $8.76 billion during the quarter, compared to analysts’ expectations of $8.26 billion. During the same period in the previous year, the company earned $0.81 EPS. 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. Equities analysts expect that Amphenol will post 4.95 EPS for the current fiscal year.

Amphenol Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 23rd were paid a dividend of $0.25 per share. This represents a $1.00 annualized dividend and a dividend yield of 0.6%. The ex-dividend date was Tuesday, June 23rd. Amphenol’s dividend payout ratio is 25.06%.

Wall Street Analyst Weigh In

APH has been the subject of several recent analyst reports. Barclays reissued an “overweight” rating and set a $200.00 price objective (up from $198.00) on shares of Amphenol in a report on Monday, July 13th. JPMorgan Chase & Co. boosted their target price on shares of Amphenol from $200.00 to $215.00 and gave the company an “overweight” rating in a research note on Thursday, July 16th. Evercore reaffirmed an “outperform” rating on shares of Amphenol in a report on Wednesday, May 27th. Bank of America increased their price objective on shares of Amphenol from $180.00 to $185.00 and gave the stock a “buy” rating in a research note on Thursday, July 9th. Finally, Citigroup raised their target price on shares of Amphenol from $195.00 to $210.00 and gave the stock a “buy” rating in a report on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and one has assigned a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Buy” and a consensus price target of $191.67.

Insider Transactions at Amphenol

In other Amphenol news, CEO Richard Adam Norwitt sold 52,203 shares of the business’s stock in a transaction dated Monday, May 4th. The shares were sold at an average price of $142.04, for a total value of $7,414,914.12. Following the sale, the chief executive officer directly owned 1,927,507 shares in the company, valued at approximately $273,783,094.28. The trade was a 2.64% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 1.42% of the stock is currently owned by insiders.

Key Amphenol News

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Q2 earnings significantly exceeded expectations. Amphenol reported adjusted earnings of $1.35 per share versus the $1.19 consensus estimate, while revenue reached $8.76 billion, above the $8.26 billion forecast and up 55% year over year. Amphenol Beats Q2 Earnings and Revenue Estimates
• Positive Sentiment: AI and datacom demand are driving growth. Management highlighted strong demand for connectivity products used in AI infrastructure and IT datacom, alongside broad organic growth and contributions from acquisitions. Record orders provided additional support for the outlook. Amphenol Q2 Earnings Call Highlights AI Connectivity Growth
• Positive Sentiment: Q3 guidance also beat expectations. Amphenol forecast third-quarter earnings of approximately $1.40–$1.42 per share, above the level analysts were expecting, reinforcing confidence that AI-related demand and order momentum can continue. Amphenol Surges After Q2 Results and Q3 Outlook Beat Estimates
• Positive Sentiment: Analysts raised their targets after the report. BNP Paribas Exane lifted its target from $200 to $215 and maintained an “outperform” rating. Citigroup raised its target from $195 to $210 and kept a “buy” rating, while Truist also increased its target to $215 with a “buy” rating.
• Neutral Sentiment: Valuation remains elevated. APH trades at roughly 41 times earnings after a substantial rally, meaning continued upside may depend on sustained AI growth, successful acquisitions and further earnings upgrades.
• Negative Sentiment: Broader market risks remain. A market sell-off tied to higher oil prices, geopolitical tensions and interest-rate uncertainty could create volatility even though Amphenol’s company-specific earnings news was favorable. Stock Market Today

Institutional Inflows and Outflows

Hedge funds have recently added to or reduced their stakes in the business. Brighton Jones LLC raised its stake in Amphenol by 114.0% during the 4th quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker’s stock valued at $1,224,000 after purchasing an additional 9,390 shares during the period. Revolve Wealth Partners LLC raised its position 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 buying an additional 4,721 shares during the period. Bison Wealth LLC lifted its stake in Amphenol by 8.3% in the 4th quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock worth $559,000 after acquiring an additional 618 shares in the last quarter. NewEdge Advisors LLC boosted its position in Amphenol by 55.4% during the 2nd quarter. NewEdge Advisors LLC now owns 62,946 shares of the electronics maker’s stock worth $6,216,000 after acquiring an additional 22,434 shares during the period. Finally, Main Street Financial Solutions LLC grew its stake in Amphenol by 15.5% during the 2nd quarter. Main Street Financial Solutions LLC now owns 4,745 shares of the electronics maker’s stock valued at $469,000 after acquiring an additional 638 shares in the last quarter. Institutional investors and hedge funds own 97.01% of the company’s stock.

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.