Amphenol Corporation

(New York Stock Exchange)
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Bullish +65

Amphenol Corp. stock at EUR 77.73, market value USD 213.6 billion - AD HOC NEWS

Analyst upgrade Earnings report AI-generated analysis

πŸ“ˆ Amphenol Corp. reported second-quarter 2026 revenue of USD 8.76 billion, marking a 55% year-over-year increase.

πŸ’° The company achieved adjusted earnings per share of USD 1.35 and an adjusted operating margin of 29.80% in the quarter.

πŸ“Š Amphenol's market capitalization reached USD 213.6 billion with a P/E ratio of 43.37 as of October 12, 2026.

πŸš€ Goldman Sachs analyst Mark Delaney raised the price target from USD 102.00 to USD 116.00 while maintaining a Buy rating.

πŸ“… Fiscal third-quarter 2026 results are scheduled for release on October 28, 2026, with analysts expecting EPS of USD 0.72.

πŸ” The stock traded at EUR 77.73 on the European exchange and USD 86.63 on the NYSE, showing a slight gain against the prior close.

βš–οΈ Amphenol trades at a substantial valuation premium compared to competitor TE Connectivity, which has a P/E of 21.29.

Bullish Signals
  • Amphenol Corp. delivered exceptional second-quarter revenue growth of 55% year over year, reaching USD 8.76 billion.
  • The company posted strong adjusted earnings per share of USD 1.35 and maintained a healthy operating margin of 29.80%.
  • Goldman Sachs analyst Mark Delaney upgraded the price target to USD 116.00, signaling continued confidence in the stock's trajectory.
  • The market has assigned a premium valuation with a P/E ratio of 43.37, reflecting high expectations for sustained expansion.
Risk Factors
  • The company trades at a significantly higher P/E ratio of 43.37 compared to peer TE Connectivity's 21.29, creating a valuation risk if growth slows.
  • Investors face scrutiny on whether the current high multiple can be sustained given the substantial premium over competitors.
Full Analysis
Amphenol Corp. reported a significant surge in second-quarter 2026 revenue, reaching USD 8.76 billion, which represents a 55% year-over-year increase. The company also delivered adjusted earnings per share of USD 1.35 and an adjusted operating margin of 29.80%, highlighting strong operational performance. Trading data indicates Amphenol stock was valued at EUR 77.73 on October 12, 2026, with a market capitalization of USD 213.6 billion. The company maintains a high P/E ratio of 43.37, reflecting the market's premium valuation relative to peers like TE Connectivity. Analyst sentiment remains bullish, with Goldman Sachs maintaining a Buy rating and raising its price target from USD 102.00 to USD 116.00 in early October. Investors are closely watching the upcoming fiscal third-quarter results scheduled for October 28, 2026, to determine if sustained growth can justify the current high valuation. The article notes that while Amphenol's stock price has risen slightly above recent closing levels, the substantial valuation gap compared to TE Connectivity suggests the market expects continued expansion. The next earnings report is critical for validating whether the revenue growth supports the premium multiple assigned to the electronic components manufacturer.