Amphenol (NYSE:APH) Announces FY 2026 Earnings Guidance

Amphenol (NYSE:APH) updated its FY 2026 earnings guidance on Friday morning. The company provided earnings per share (EPS) guidance of 2.820-2.840 for the period, compared to the consensus earnings per share estimate of 2.690. The company issued revenue guidance of $36.9 billion-$37.1 billion, compared to the consensus revenue estimate of $35.7 billion. Amphenol also updated its Q4 2026 guidance to 0.810-0.830 EPS.

Amphenol Price Performance

APH stock opened at $79.48 on Friday. The firm has a market capitalization of $196.00 billion, a PE ratio of 34.56, a P/E/G ratio of 0.95 and a beta of 1.23. The company has a current ratio of 1.94, a quick ratio of 1.41 and a debt-to-equity ratio of 0.99. The firm has a 50-day moving average of $81.46 and a two-hundred day moving average of $75.48. Amphenol has a one year low of $59.01 and a one year high of $89.93.

Amphenol (NYSE:APH) last issued its quarterly earnings data on Wednesday, October 28th. The electronics maker reported $0.80 earnings per share for the quarter, beating analysts’ consensus estimates of $0.73 by $0.07. Amphenol had a return on equity of 42.53% and a net margin of 17.95%. The business had revenue of $10.23 billion for the quarter, compared to the consensus estimate of $9.49 billion. During the same period last year, the business earned $0.93 EPS. The firm’s revenue was up 65.1% compared to the same quarter last year. On average, analysts forecast that Amphenol will post 2.84 earnings per share for the current year.

Amphenol Cuts Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, January 13th. Shareholders of record on Tuesday, December 22nd will be issued a $0.15 dividend. The ex-dividend date of this dividend is Tuesday, December 22nd. This represents a $0.60 annualized dividend and a yield of 0.8%. This is a decrease from Amphenol’s previous quarterly dividend of $0.25. Amphenol’s payout ratio is currently 21.74%.

Amphenol announced that its Board of Directors has initiated a share buyback plan on Wednesday, October 28th that allows the company to repurchase $4 billion in outstanding shares. This repurchase authorization allows the electronics maker to reacquire up to 2% of its shares through open market purchases. Share repurchase plans are generally an indication that the company’s board of directors believes its shares are undervalued.

Analyst Upgrades and Downgrades

Several brokerages have commented on APH. Zacks Research downgraded Amphenol from a “strong-buy” rating to a “hold” rating in a report on Monday, September 28th. Erste Group Bank started coverage on Amphenol in a research report on Wednesday, October 21st. They set a “buy” rating on the stock. Sanford C. Bernstein began coverage on shares of Amphenol in a research report on Wednesday, September 23rd. They issued an “outperform” rating and a $99.00 target price for the company. JPMorgan Chase & Co. raised their price target on Amphenol from $107.00 to $115.00 and gave the stock an “overweight” rating in a research report on Thursday. Finally, The Goldman Sachs Group restated a “buy” rating and issued a $116.00 price objective (up from $102.00) on shares of Amphenol in a report on Tuesday, October 6th. Sixteen equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $111.79.

Insider Transactions at Amphenol

In other news, EVP Lance D’Amico sold 100,000 shares of the business’s stock in a transaction on Monday, August 3rd. The stock was sold at an average price of $81.00, for a total value of $8,099,500.00. Following the completion of the transaction, the executive vice president directly owned 114,130 shares of the company’s stock, valued at approximately $9,243,959.35. The trade was a 46.70% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP David Silverman sold 240,000 shares of the stock in a transaction dated Wednesday, August 5th. The shares were sold at an average price of $87.12, for a total value of $20,908,800.00. Following the completion of the transaction, the executive vice president directly owned 31,344 shares in the company, valued at $2,730,689.28. This represents a 88.45% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 726,400 shares of company stock valued at $61,332,592. Company insiders own 1.42% of the company’s stock.

More Amphenol News

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Amphenol raised its fourth-quarter 2026 outlook to EPS of $0.81-$0.83 and revenue of $10.3-$10.5 billion, above consensus estimates of $0.75 and $9.7 billion, respectively.
• Positive Sentiment: The company also increased its full-year 2026 guidance to EPS of $2.82-$2.84 and revenue of $36.9-$37.1 billion, ahead of analyst expectations of $2.69 and $35.7 billion.
• Positive Sentiment: Third-quarter results exceeded expectations, with adjusted EPS of $0.80 versus the $0.73 consensus and revenue of approximately $10.2 billion. Orders rose 99% year over year, and the book-to-bill ratio reached 1.19, indicating strong demand momentum.
• Positive Sentiment: Management highlighted strong artificial-intelligence data-center demand, with IT datacom sales increasing sharply. Analysts at JPMorgan, BNP Paribas Exane, UBS and Truist raised their price targets to $111-$115 and maintained bullish ratings.
• Positive Sentiment: The board approved a new $4 billion share-repurchase program, covering up to 2% of outstanding shares and beginning in 2027. Buybacks can support earnings per share and signal management confidence in the valuation. Amphenol Board of Directors Approves Share Repurchase Program
• Neutral Sentiment: Amphenol agreed to acquire Humanetics Sensors and AdvancedPCB Holdings. The transactions could expand its sensor and circuit-board businesses, although financial terms and the near-term earnings impact were not provided.
• Negative Sentiment: Rothschild & Co Redburn cut its price target from $197 to $107. Although the revised target still implies substantial upside, the magnitude of the reduction may pressure investor sentiment.
• Negative Sentiment: The company’s quarterly dividend was reported at $0.15 per share, below the prior $0.25 payout. The lower distribution may disappoint income-focused investors, despite broader reports describing the post-split payout as an increase.

Amphenol Company Profile

Amphenol Corporation (NYSE: APH) is a global manufacturer of electrical, electronic and fiber-optic connectors, interconnect systems and related products. Its portfolio includes cable assemblies, sensors, antennas, backplane systems, radio-frequency components and other specialized electronic hardware.

The company serves customers across a range of industries, including automotive, aerospace and defense, information technology and data communications, industrial, mobile networks, commercial aerospace, medical and other markets.