Amphenol Corporation

(New York Stock Exchange)

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1
Bullish +75

Amphenol (APH) Q1 2026 Earnings Transcript

AI-generated analysis

Amphenol Corporation reported record first-quarter results for 2026 with sales reaching $7.6 billion, representing a 58% increase in U.S. dollars and a 57% increase in local currencies compared to the same period in 2025; organically, sales grew by 33%. Sequentially from Q4 2025, organic sales...

Bullish Signals

  • Record Q1 sales hit $7.6B with 58% dollar growth.
  • Orders reached $9.435B driving a 1.24:1 book-to-bill ratio.
  • Operating margin expanded 380 basis points to 27.3%.
  • Communications Solutions sales surged 88% with 30.6% segment margin.
  • Harsh Environment Solutions grew sales 34% at 28% margin.
  • Operating cash flow of $1.1B exceeded net income.
  • Share repurchases totaled 1.3 million shares averaging $140.

Bearish Signals

  • GAAP effective tax rate spiked to 42.7% vs 24.5%.
  • Future tax rate expected to remain elevated at 27%.
  • $160M tax provision adjustment due to China reassessment.
  • $249M acquisition costs included $70M external transaction fees.
  • Adjusted margins dropped 20bps from acquisition dilution.
2
Very Bullish +95

Amphenol (APH) Stock Soars 9% on Blowout Q1 Results and Robust Q2 Forecast

AI-generated analysis

Amphenol (APH) shares surged nearly 9% in premarket trading following a strong Q1 earnings report that significantly exceeded Wall Street expectations and an upbeat outlook for the second quarter. First quarter sales reached $7.62 billion, representing a 58.4% year-over-year increase compared to the analyst consensus...

Bullish Signals

  • Q1 revenue surged 58.4% to $7.62B, beating estimates.
  • Record order intake shows book-to-bill ratio of 1.24:1.
  • Q2 revenue guidance raised to $8.1B-$8.2B above expectations.
  • Adjusted operating margin expanded to 27.3% with strong profitability.
  • Free cash flow of $831M highlights robust liquidity.
  • $10.5B CommScope acquisition drives fiber-optic and data center growth.
  • AI demand fuelled exceptional IT datacom segment growth.
  • Q2 EPS guidance of $1.14-$1.16 exceeds analyst estimates.

Bearish Signals

  • Article reports only positive financial results with no risks identified.
  • Conference call scheduled for 1 p.m. EST details provided later.
3
Very Bullish +85

Amphenol stock gains support from record sales and stronger outlook

Acquisition Dividend Earnings report AI-generated analysis

Amphenol Corp. reported record third-quarter sales of $10.23 billion, driven by surging demand for high-speed interconnect products across automotive, aerospace, and industrial sectors. Organic sales grew 37% year-over-year, while total orders reached $12.2 billion, resulting in a book-to-bill ratio of 1.19. Adjusted diluted earnings per...

Bullish Signals

  • Q3 sales hit record $10.23B, up 65% YoY.

Bearish Signals

  • Acquisitions funded by cash and debt increase leverage.
4
Very Bullish +85

Amphenol stock enters week after record sales and 4 billion buyback

Dividend Earnings report Share buyback AI-generated analysis

Amphenol Corp. reported record third-quarter results driven by surging demand for artificial intelligence infrastructure, particularly within its IT datacom segment. The company posted sales of $10.2 billion, a 65% increase from the prior-year quarter, with organic growth reaching 37%. Adjusted diluted earnings per share rose...

Bullish Signals

  • Q3 sales hit record $10.2B, up 65% driven by AI demand.
  • Adjusted EPS rose 74% to $0.80 with margins at 29.7%.
  • IT datacom grew 117% YoY, now 48% of sales linked to AI.
  • Raised full-year outlook: sales $36.9-37.1B and EPS $2.82-2.84.
  • Board approved 20% dividend hike to $0.15 starting Jan 2027.

Bearish Signals

  • Communications sales lagged defense/industrial growth.
  • Acquisition integration poses operational risks.
5
Very Bullish +85

Amphenol stock: Record sales back $4 billion buyback

Dividend Share buyback AI-generated analysis

Amphenol Corp. reported record third-quarter results, with sales surging 65% year-over-year to $10.2 billion and adjusted diluted EPS climbing 74% to $0.80. The company delivered strong organic growth across most end markets, including information technology and data communications, supported by contributions from recent acquisitions. Adjusted...

Bullish Signals

  • Q3 sales hit record $10.2B, up 65% YoY.
  • Adjusted EPS surged 74% to $0.80 with 29.7% margin.
  • Generated $1.6B free cash flow for capital returns.
  • Raised dividend 20% and authorized $4B buyback.
  • Q4 sales guidance implies ~60% growth.
6
Very Bullish +85

Amphenol stock: Record sales fuel dividend hike and $4 billion buyback

Dividend Share buyback AI-generated analysis

Amphenol Corporation reported record third-quarter results driven by strong organic growth and strategic acquisitions, significantly boosting its shareholder return program. The company posted third-quarter sales of $10.2 billion, representing a 65% increase from the prior-year quarter, with organic growth reaching 37%. Diluted earnings per share...

Bullish Signals

  • Sales hit $10.2B, up 65% driven by organic growth.
7
Very Bullish +85

Amphenol stock: Record Q3 sales and new $4 billion buyback

Acquisition Dividend Share buyback AI-generated analysis

Amphenol Corp. reported record third-quarter sales of $10.2 billion, driven by strong demand across its electronics markets. The company also saw orders reach $12.2 billion, resulting in a book-to-bill ratio of 1.19. Adjusted diluted earnings per share surged 74% to $0.80, while GAAP diluted earnings...

Bullish Signals

  • Sales hit record $10.2B, up 65% year-over-year.
8
Bullish +75

Amphenol stock: Record sales support new USD 4 billion buyback

Acquisition Capital raising Dividend AI-generated analysis

Amphenol Corporation reported record third-quarter results on October 28, 2026, driven by a 65 percent surge in U.S. dollar sales to USD 10.2 billion. This strong performance was fueled by organic growth across most end markets, particularly within the IT datacom sector, alongside significant contributions...

Bullish Signals

  • Sales hit record $10.2B, up 65% driven by organic growth.
  • Orders reached $12.2B with a book-to-bill ratio of 1.19.
  • Adjusted EPS rose to $0.80 with an operating margin of 29.7%.
  • Full-year 2026 sales guidance raised to $36.9B-$37.1B.
  • Dividend increased 20% to $0.15/share, reflecting strong cash flow.
9
Very Bullish +85

Amphenol Q3 Earnings Call Highlights - Yahoo Finance

Acquisition Dividend Earnings report AI-generated analysis

Amphenol Corporation reported record third-quarter performance with sales reaching $10.2 billion, a 65% year-over-year increase driven largely by artificial intelligence demand in the IT datacom sector. Adjusted earnings per share surged to a record $0.80, representing a 74% increase from the prior year. The company...

Bullish Signals

  • Q3 sales hit record $10.2B with EPS of $0.80.

Bearish Signals

  • Communications networks revenue fell 28% organically.
  • Q4 sales expected to decline further.
10
Very Bullish +85

Here's What to Expect From Amphenol's Next Earnings Report

Earnings report Financial outlook AI-generated analysis

Amphenol Corporation (APH) is a global leader in electrical, electronic, and fiber optic connectors operating through Communications Solutions, Harsh Environment Solutions, and Interconnect and Sensor Systems segments. The Wallingford, Connecticut-based company is preparing to announce its fiscal Q3 2026 results before the market opens on...

Bullish Signals

  • Shares up 38.2% in 52 weeks, outperforming S&P 500.
  • Q2 EPS $1.35 beats; revenue $8.76B driven by AI demand.
  • Record orders hit $10.7B showing robust business momentum.
  • Q3 guidance EPS $1.40-1.42 and revenue $9.3-9.4B beat consensus.
  • 2026 CommScope outlook raised to $4.6B sales, $0.30 EPS accretion.
11
Very Bullish +85

Bernstein starts coverage of Amphenol stock at USD 99.00

Analyst upgrade Earnings report Financial outlook AI-generated analysis

Amphenol Corporation reported exceptional second-quarter 2026 financial results, with sales reaching USD 8.76 billion, a significant increase of 55% year over year. The company's order backlog surged to USD 10.732 billion, reflecting a robust book-to-bill ratio of 1.23, indicating strong demand for its connectivity solutions...

Bullish Signals

  • Sales surged 55% YoY to $8.76B in Q2 2026.

Bearish Signals

  • Valuation concerns counter strong growth.
  • Insider selling signals potential risk.
12
Very Bullish +90

Amphenol Corp. (NYSE:APH) Screens as a Top Growth Stock Using Navellier’s Eight Key Criteria - ChartMill

AI-generated analysis

Amphenol Corp. (NYSE: APH) reported exceptional first quarter results for 2026, significantly exceeding analyst expectations on both revenue and earnings. The company announced record revenue of $7.62 billion for the quarter ended March 31, 2026, marking a 58% year-over-year increase from $4.81 billion in the...

Bullish Signals

  • Amphenol sales hit record $7.62B, up 58% YoY.
  • Adjusted Diluted EPS reached $1.06, surpassing the $0.95 estimate.
  • Adjusted Operating Margin surged to a record 27.3%.
  • Q2 guidance sales forecasted between $8.1B and $8.2B.
  • Stock jumped 6.5% pre-market on strong earnings execution.

Bearish Signals

  • Stock dipped 5.4% before pre-market earnings gains.
  • Revenue spike masks organic profitability due to M&A costs.
  • Growth depends heavily on risky AI and electronics sectors.
13
Bullish +62

Amphenol (NYSE:APH) CEO Sells $65,949,028.48 in Stock

Dividend Earnings report Insider transaction AI-generated analysis

Amphenol Corporation (NYSE:APH) CEO Richard Norwitt sold 799,576 shares of the company's stock on November 2nd for a total value of $65.9 million at an average price of $82.48 per share. Following this transaction, the CEO retains direct ownership of 3,855,014 shares, representing a 17.18%...

Bullish Signals

  • Revenue surged 65.1% YoY to $10.23B, beating estimates.

Bearish Signals

  • Dividend cut from $0.25 to $0.15 per share.
  • CEO sold $65.9M, dropping stake by 17.18%.
14
Bullish +72

Amphenol stock reports 55 percent Q2 revenue growth

Analyst upgrade Earnings report Financial outlook AI-generated analysis

Amphenol Corporation reported exceptional second-quarter 2026 results, with revenue surging 55 percent year-over-year to reach USD 8.8 billion. This performance was driven by robust demand for artificial intelligence data-center infrastructure, positioning the company as a key beneficiary of the ongoing AI boom. The strong financials...

Bullish Signals

  • Revenue hit record $8.8B, up 55% YoY in Q2 2026.

Bearish Signals

  • Stock trades at $89.81, below Goldman's $116 target.
15
Bullish +75

Amphenol Rises as Investors Eye Upcoming Stock Split and Fresh Analyst Support - Quiver Quantitative

AI-generated analysis

Amphenol Corporation (APH) shares rose 3.2% driven by a board-approved 2-for-1 stock split scheduled for distribution on September 2, 2026, and a fresh bullish price target increase from a major brokerage firm. The company recently reported record second-quarter 2026 results featuring sharply higher sales, earnings,...

Bullish Signals

  • Shares rose 3.2% ahead of 2-for-1 stock split.
16
Bullish +65

Amphenol Corporation $APH Shares Sold by Aristotle Atlantic Partners ...

AI-generated analysis

Amphenol Corporation (NYSE: APH) saw significant shifts in institutional ownership during the first quarter, led by a 3.9% stake reduction by Aristotle Atlantic Partners LLC, which now holds 109,251 shares valued at $13.8 million. Conversely, several smaller wealth management firms increased their positions substantially, with...

Bullish Signals

  • Q1 EPS beat estimates by $0.11 at $1.06.
  • Revenue surged 58.4% YoY to $7.62 billion.
  • Strong ROE of 37.44% and net margin of 17.24%.
  • Major analysts raised price targets or reiterated buy ratings.
  • Stock trades above 200-day moving average at $144.66.
  • Institutional ownership remains extremely high at 97.01%.

Bearish Signals

  • CEO sold 17,500 shares for $2.5 million in May.
  • Insiders sold 130,775 shares worth $18.7 million last quarter.
  • Stock trades below 52-week high of $178.52 at $152.59.
17
Bullish +62

Baader Bank Aktiengesellschaft Has $1.14 Million Stock Holdings in ...

AI-generated analysis

Baader Bank Aktiengesellschaft reduced its stake in Amphenol Corporation (NYSE:APH) by 50.3% in the first quarter, selling 9,254 shares to hold a remaining position of 9,159 shares valued at approximately $1.14 million. Conversely, several smaller institutional investors increased their holdings significantly during the fourth and...

Bullish Signals

  • Revenue surged 58.4% to $7.62 billion.
  • EPS beat estimates at $1.06 vs $0.95.
  • Return on equity reached 37.44%.
  • Institutional ownership stands at 97.01%.
  • Q2 2026 EPS guidance: $1.14-$1.16.

Bearish Signals

  • CEO sold $8.8M stake, reducing holdings by 3.07%.
  • Insiders sold $18.7M shares last quarter.
  • Baader Bank cut position by 50.3% in Q1.
18
Bullish +65

Assetmark Inc. Raises Stock Holdings in Amphenol Corporation $APH

AI-generated analysis

Assetmark Inc. significantly increased its holdings in Amphenol Corporation (APH) by 280.5% in the first quarter, acquiring an additional 155,644 shares to own a total of 211,138 shares valued at $26.677 million. Several other institutional investors, including Capital Advisors and LOM Asset Management, also increased...

Bullish Signals

  • Revenue hit $7.62 billion, up 58.4% year-over-year.
  • EPS of $1.06 beat consensus estimate of $0.95.
  • Analyst price target stands at $186.00 with Buy ratings.
  • Net margin reached 17.24% and ROE hit 37.44%.
  • Institutional investor Assetmark Inc. increased position by 280.5%.

Bearish Signals

  • CEO sold 17,500 shares for $2.5 million in May.
  • Insiders sold 130,775 shares worth $18.7 million last quarter.
19
Bullish +65

Aware Super Pty Ltd as trustee of Aware Super Makes New $11.18 Million ...

AI-generated analysis

Aware Super Pty Ltd increased its stake in Amphenol Corporation (NYSE:APH) by acquiring 88,469 shares valued at approximately $11.18 million during the first quarter, according to a recent SEC Form 13F filing. This acquisition adds to a roster of other institutional investors who recently established...

Bullish Signals

  • Acquired $11.18M stake signaling strong institutional confidence.
  • Vermillion & White boosted holdings by 163.8% in Q4.
  • Truist raised price target to $200.00 with 'buy' rating.
  • BNP Paribas raised target to $200.00 with 'outperform'.
  • Citigroup increased objective to $195.00 reaffirming 'buy'.
  • Revenue of $7.62B exceeded expectations of $7.08B.
  • 58.4% year-over-year revenue increase in latest quarter.
  • EPS of $1.06 beat consensus estimate of $0.95.
  • Q2 2026 EPS guidance between $1.14 and $1.16.
  • Healthy net margin of 17.24% and ROE of 37.44%.

Bearish Signals

  • CEO sold 17,500 shares for $2.5M in May.
  • Insiders sold 130,775 shares worth $18.7M recently.
20
Bullish +62

AdvisorShares Investments LLC Reduces Stock Position in Amphenol ...

AI-generated analysis

AdvisorShares Investments LLC reduced its position in Amphenol Corporation (APH) by 8.7% in the first quarter, selling 4,879 shares to hold a remaining stake of 50,972 shares valued at $6.44 million. While AdvisorShares decreased its exposure, several major institutional investors significantly increased their holdings in...

Bullish Signals

  • Revenue hit $7.62B, beating estimates with 58.4% growth.
  • EPS reached $1.06, surpassing the $0.95 consensus estimate.
  • Major institutions like Vanguard and JPMorgan increased holdings.
  • Stern & Co. bought 75.96M shares worth over $10B.
  • Citigroup raised target to $180; Piper Sandler set $165.
  • Dividend yield is 0.6% with a 28.74% payout ratio.

Bearish Signals

  • AdvisorShares reduced position by 8.7% in Q1.
  • Wall Street Zen downgraded to 'hold' on May 9.
  • Insiders sold 130,775 shares worth $18.7 million.