Amphenol (NYSE:APH) Updates Q1 2026 Earnings Guidance

Amphenol (NYSE:APH) issued an update on its first quarter 2026 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 0.910-0.930 for the period, compared to the consensus estimate of 0.880. The company issued revenue guidance of $6.9 billion-$7.0 billion, compared to the consensus revenue estimate of $6.4 billion.

Wall Street Analysts Forecast Growth

A number of brokerages recently commented on APH. Wall Street Zen lowered shares of Amphenol from a “strong-buy” rating to a “buy” rating in a research note on Sunday, November 2nd. Fox Advisors restated an “outperform” rating on shares of Amphenol in a research note on Friday, January 9th. Barclays raised shares of Amphenol from an “equal weight” rating to an “overweight” rating and upped their price target for the company from $143.00 to $156.00 in a research report on Monday, January 12th. Citigroup reissued a “buy” rating and issued a $175.00 price objective (up from $160.00) on shares of Amphenol in a research report on Monday, January 12th. Finally, JPMorgan Chase & Co. boosted their price target on Amphenol from $160.00 to $185.00 and gave the company an “overweight” rating in a research note on Tuesday. Eleven investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $149.54.

Amphenol Stock Up 7.2%

APH stock opened at $166.69 on Wednesday. Amphenol has a 1-year low of $56.45 and a 1-year high of $167.04. The stock has a market cap of $204.04 billion, a P/E ratio of 55.56, a P/E/G ratio of 0.94 and a beta of 1.21. The stock’s fifty day simple moving average is $140.60 and its two-hundred day simple moving average is $126.71. The company has a current ratio of 2.07, a quick ratio of 1.52 and a debt-to-equity ratio of 0.57.

Amphenol (NYSE:APH) last issued its quarterly earnings results on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.92 by $0.05. Amphenol had a net margin of 18.22% and a return on equity of 33.46%. The business’s revenue for the quarter was up 49.1% on a year-over-year basis. During the same quarter last year, the company posted $0.55 earnings per share. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. Analysts expect that Amphenol will post 2.36 EPS for the current year.

Insiders Place Their Bets

In related news, CFO Craig A. Lampo sold 40,076 shares of Amphenol stock in a transaction on Tuesday, November 11th. The shares were sold at an average price of $143.50, for a total value of $5,750,906.00. Following the transaction, the chief financial officer owned 39,884 shares in the company, valued at $5,723,354. This trade represents a 50.12% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, VP David M. Silverman sold 120,000 shares of Amphenol stock in a transaction that occurred on Monday, November 3rd. The shares were sold at an average price of $141.17, for a total value of $16,940,400.00. Following the sale, the vice president directly owned 12,500 shares in the company, valued at approximately $1,764,625. The trade was a 90.57% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 498,076 shares of company stock valued at $70,996,906 over the last quarter. 1.67% of the stock is owned by corporate insiders.

Institutional Trading of Amphenol

Hedge funds and other institutional investors have recently modified their holdings of the business. Brighton Jones LLC grew its holdings in Amphenol by 114.0% in the fourth quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker’s stock worth $1,224,000 after purchasing an additional 9,390 shares during the period. Revolve Wealth Partners LLC lifted its stake in shares of Amphenol by 87.9% during the 4th 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 in the last quarter. Bison Wealth LLC boosted its holdings 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 buying an additional 618 shares during the period. NewEdge Advisors LLC raised its holdings in Amphenol by 55.4% during the second quarter. NewEdge Advisors LLC now owns 62,946 shares of the electronics maker’s stock valued at $6,216,000 after acquiring an additional 22,434 shares during the period. Finally, Main Street Financial Solutions LLC boosted its stake in shares of Amphenol by 15.5% in the second quarter. Main Street Financial Solutions LLC now owns 4,745 shares of the electronics maker’s stock worth $469,000 after acquiring an additional 638 shares during the period. 97.01% of the stock is owned by hedge funds and other institutional investors.

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.