Amphenol Corporation

(New York Stock Exchange)
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Very Bullish +85

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

Earnings report Financial outlook AI-generated analysis

πŸ“… Amphenol Corporation is slated to announce fiscal Q3 2026 results before the market opens on Wednesday, Oct. 28.

πŸ’° Analysts expect APH to report an EPS of $0.72 for the quarter, a 53.2% surge from the year-ago quarter's $0.47.

πŸ“ˆ For fiscal 2026, analysts project APH to post an EPS of $2.66, marking a growth of 59.3% from fiscal 2025.

πŸš€ Shares of Amphenol have climbed 38.2% over the past 52 weeks, surpassing the S&P 500's return and the XLK ETF's increase.

πŸ’‘ Recent Q2 2026 results showed adjusted EPS of $1.35 and revenue of $8.76 billion, driven by strong AI-related demand for IT datacom products.

πŸ“Š Record orders of $10.7 billion were reported alongside Q3 guidance forecasting adjusted EPS of $1.40 - 1.42 and revenue of $9.3 billion - $9.4 billion.

🀝 Amphenol raised its 2026 outlook for the acquired CommScope business, projecting $4.6 billion in sales and $0.30 in adjusted EPS accretion.

πŸ“‰ Adjusted operating margin reached 29.8%, partly supported by an $80 million net benefit from IEEPA tariff recoveries.

⭐ Analyst consensus view remains bullish with a 'Strong Buy' rating overall, with 16 out of 18 analysts recommending 'Strong Buy.'

🎯 The average analyst price target is $102.42, suggesting a potential upside of 17.4% from current levels.

Bullish Signals
  • Amphenol shares have climbed 38.2% over the past 52 weeks, significantly outperforming the broader S&P 500 Index and the State Street Technology Select Sector SPDR ETF.
  • The company recently reported better-than-expected Q2 2026 adjusted EPS of $1.35 and revenue of $8.76 billion, driven by strong AI-related demand for IT datacom products.
  • Amphenol recorded record orders of $10.7 billion following its recent earnings report, indicating robust business momentum.
  • Q3 guidance forecasts adjusted EPS of $1.40 - 1.42 and revenue of $9.3 billion - $9.4 billion, both figures above consensus estimates.
  • Amphenol raised its 2026 outlook for the acquired CommScope connectivity business, projecting $4.6 billion in sales and $0.30 in adjusted EPS accretion.
  • Adjusted operating margin reached 29.8%, partly supported by an $80 million net benefit from IEEPA tariff recoveries.
  • Analyst consensus view remains bullish with a 'Strong Buy' rating overall, with 16 out of 18 analysts recommending 'Strong Buy,' more bullish than three months ago.
  • The average analyst price target is $102.42, suggesting a potential upside of 17.4% from current levels.
Full 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 Wednesday, Oct. 28. Analysts expect APH to report an EPS of $0.72 for the quarter, representing a significant 53.2% surge from the year-ago quarter's $0.47. The company has successfully exceeded Wall Street's earnings expectations in each of the past four quarters, demonstrating consistent outperformance relative to market consensus. Looking ahead to fiscal 2026, analysts project APH will post an EPS of $2.66, marking a substantial growth rate of 59.3% from the previous year's $1.67. This strong projected growth is underpinned by robust recent performance and positive analyst sentiment. Shares of Amphenol have climbed 38.2% over the past 52 weeks, significantly outperforming the broader S&P 500 Index and the State Street Technology Select Sector SPDR ETF. Recent stock appreciation was driven by better-than-expected Q2 2026 results, strong AI-related demand for IT datacom products, and record orders totaling $10.7 billion. Following its recent earnings beat, Amphenol raised its outlook for the acquired CommScope connectivity business, projecting $4.6 billion in sales and $0.30 in adjusted EPS accretion. The company also reported an adjusted operating margin of 29.8%, partly supported by an $80 million net benefit from IEEPA tariff recoveries. Analyst consensus remains highly bullish on APH stock, with a 'Strong Buy' rating overall. Out of 18 analysts covering the stock, 16 recommend a 'Strong Buy' and two 'Holds,' a configuration that is more bullish than three months ago when only 14 analysts suggested a 'Strong Buy.' The average analyst price target is set at $102.42, suggesting a potential upside of 17.4% from current levels. This positive outlook reflects confidence in the company's ability to capitalize on accelerating AI infrastructure spending and its strategic position in the data center market.