Amphenol (NYSE:APH) Issues Quarterly Earnings Results, Beats Expectations By $0.16 EPS

Amphenol (NYSE:APH) released its quarterly earnings results on Wednesday. The electronics maker reported $1.35 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.19 by $0.16, Briefing.com reports. The firm had revenue of $8.76 billion for the quarter, compared to the consensus estimate of $8.26 billion. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The company’s revenue for the quarter was up 55.0% on a year-over-year basis. During the same period last year, the business posted $0.81 EPS. Amphenol updated its Q3 2026 guidance to 1.400-1.420 EPS.

Amphenol Trading Up 4.5%

Shares of NYSE:APH traded up $6.48 during trading hours on Wednesday, hitting $150.33. 4,543,229 shares of the company’s stock traded hands, compared to its average volume of 9,610,791. The company has a debt-to-equity ratio of 1.18, a current ratio of 1.71 and a quick ratio of 1.26. The business has a fifty day moving average price of $153.78 and a 200-day moving average price of $144.78. Amphenol has a 1 year low of $102.76 and a 1 year high of $178.52. The firm has a market capitalization of $184.94 billion, a P/E ratio of 43.19, a price-to-earnings-growth ratio of 1.28 and a beta of 1.24.

Amphenol Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 23rd were paid a $0.25 dividend. The ex-dividend date of this dividend was Tuesday, June 23rd. This represents a $1.00 annualized dividend and a yield of 0.7%. Amphenol’s dividend payout ratio (DPR) is presently 28.74%.

Insider Activity

In other Amphenol news, CEO Richard Adam Norwitt sold 17,500 shares of the company’s stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $143.21, for a total value of $2,506,175.00. Following the transaction, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at $276,038,277.47. This represents a 0.90% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Over the last three months, insiders sold 130,775 shares of company stock worth $18,709,350. 1.42% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Amphenol

Large investors have recently added to or reduced their stakes in the stock. Wellington Management Group LLP increased its holdings in Amphenol by 40.4% during the 4th quarter. Wellington Management Group LLP now owns 12,420,002 shares of the electronics maker’s stock worth $1,678,439,000 after purchasing an additional 3,576,596 shares during the period. Edgewood Management LLC purchased a new position in shares of Amphenol during the fourth quarter valued at $421,836,000. Alyeska Investment Group L.P. bought a new stake in shares of Amphenol in the fourth quarter valued at about $250,288,000. AQR Capital Management LLC grew its holdings in Amphenol by 23.2% during the 3rd quarter. AQR Capital Management LLC now owns 3,810,841 shares of the electronics maker’s stock worth $468,543,000 after acquiring an additional 716,889 shares in the last quarter. Finally, State Street Corp increased its position in Amphenol by 1.2% during the 3rd quarter. State Street Corp now owns 56,025,072 shares of the electronics maker’s stock valued at $6,942,156,000 after purchasing an additional 676,797 shares during the period. 97.01% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on APH. Jefferies Financial Group boosted their target price on shares of Amphenol from $165.00 to $190.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. Rothschild & Co Redburn raised their target price on shares of Amphenol from $160.00 to $172.00 and gave the company a “buy” rating in a research note on Thursday, April 30th. Barclays reaffirmed an “overweight” rating and set a $200.00 price objective (up from $198.00) on shares of Amphenol in a report on Monday, July 13th. Seaport Research Partners restated a “buy” rating and issued a $215.00 target price on shares of Amphenol in a report on Thursday, April 30th. Finally, BNP Paribas Exane lifted their price target on Amphenol from $195.00 to $200.00 and gave the stock an “outperform” rating in a research report on Thursday, May 28th. One analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Buy” and a consensus price target of $187.87.

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.