Amphenol (NYSE:APH) Issues Q2 2026 Earnings Guidance

Amphenol (NYSE:APH) issued an update on its second quarter 2026 earnings guidance on Wednesday morning. The company provided EPS guidance of 1.140-1.160 for the period, compared to the consensus EPS estimate of 1.060. The company issued revenue guidance of $8.1 billion-$8.2 billion, compared to the consensus revenue estimate of $7.7 billion.

Amphenol Trading Down 0.6%

Shares of APH traded down $0.92 during midday trading on Thursday, reaching $147.46. The company had a trading volume of 9,312,780 shares, compared to its average volume of 9,708,211. Amphenol has a 1-year low of $78.12 and a 1-year high of $167.04. The company has a quick ratio of 2.48, a current ratio of 2.98 and a debt-to-equity ratio of 1.08. The stock has a market cap of $181.29 billion, a PE ratio of 44.15, a price-to-earnings-growth ratio of 1.55 and a beta of 1.25. The firm has a 50 day simple moving average of $138.16 and a 200-day simple moving average of $138.84.

Amphenol (NYSE:APH) last posted its earnings results on Wednesday, April 29th. The electronics maker reported $1.06 EPS for the quarter, beating analysts’ consensus estimates of $0.95 by $0.11. Amphenol had a return on equity of 35.57% and a net margin of 18.49%.The company had revenue of $7.62 billion for the quarter, compared to the consensus estimate of $7.66 billion. During the same quarter in the previous year, the business earned $0.63 earnings per share. The company’s revenue for the quarter was up 58.4% on a year-over-year basis. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Research analysts forecast that Amphenol will post 4.34 EPS for the current fiscal year.

Amphenol Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, April 14th. Shareholders of record on Monday, March 23rd were given a $0.25 dividend. The ex-dividend date was Monday, March 23rd. This represents a $1.00 dividend on an annualized basis and a yield of 0.7%. Amphenol’s payout ratio is currently 29.94%.

Analysts Set New Price Targets

A number of equities research analysts have commented on APH shares. JPMorgan Chase & Co. lifted their target price on Amphenol from $190.00 to $200.00 and gave the company an “overweight” rating in a research report on Thursday. The Goldman Sachs Group restated a “buy” rating and issued a $183.00 target price on shares of Amphenol in a research report on Thursday, January 15th. Piper Sandler set a $165.00 target price on Amphenol in a research report on Tuesday, March 17th. Evercore restated an “outperform” rating on shares of Amphenol in a research report on Tuesday, March 17th. Finally, Truist Financial lifted their target price on Amphenol from $182.00 to $200.00 and gave the company a “buy” rating in a research report on Thursday. Twelve research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat, Amphenol presently has an average rating of “Moderate Buy” and an average target price of $162.00.

Insider Activity

In related news, CEO Richard Adam Norwitt sold 515,281 shares of the business’s stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $147.27, for a total value of $75,885,432.87. Following the sale, the chief executive officer owned 1,927,507 shares in the company, valued at approximately $283,863,955.89. The trade was a 21.09% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Corporate insiders own 1.42% of the company’s stock.

Key Headlines Impacting Amphenol

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Record Q1 results — Amphenol reported adjusted EPS of $1.06 (beat) and revenue of $7.62B (up 58% y/y), with orders around $9.4B; management cited strong IT/datacom and data?center demand as drivers. BusinessWire: Q1 Results
• Positive Sentiment: Raised Q2 guidance — Amphenol guided Q2 EPS to $1.14–$1.16 and revenue to $8.1–$8.2B, above Street estimates; the beat/guidance trade supported the post?earnings rally. Reuters: Upbeat Forecast
• Positive Sentiment: Analyst uplift — Truist raised its price target to $200 and reiterated a Buy, signaling sizable upside vs. the current price and reinforcing bullish sentiment. Benzinga: Truist Raise The Fly: Truist Raise
• Neutral Sentiment: Market reaction/volume — The stock ran up sharply on the news (multiple outlets noted double?digit intraday gains post?earnings), and some profit?taking and lower volume followed into the next session. Seeking Alpha: Post?earnings Surge
• Neutral Sentiment: Acquisition impact — Management disclosed acquisition?related inventory step?up/amortization from the recent Connectivity & Cable Solutions deal; this boosts near?term revenue/scale but adds one?time costs to model. Yahoo: Earnings Highlights
• Negative Sentiment: Micro miss on revenue vs. consensus — Q1 revenue of $7.62B was slightly below the $7.66B consensus, which can justify short?term trimming despite the EPS beat. Zacks: Earnings Beat
• Negative Sentiment: Insider selling & options flow — Recent large insider sales and an unusual spike in put option volume suggest some investors are hedging or taking profits, which can pressure the stock short term. Earnings Call Transcript

Institutional Investors Weigh In On Amphenol

Several institutional investors and hedge funds have recently modified their holdings of APH. Wellington Management Group LLP grew its stake 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 in the last quarter. Edgewood Management LLC acquired a new position in Amphenol during the 4th quarter worth $421,836,000. Alyeska Investment Group L.P. acquired a new position in Amphenol during the 4th quarter worth $250,288,000. AQR Capital Management LLC grew its stake 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 purchasing an additional 716,889 shares in the last quarter. Finally, State Street Corp grew its stake in Amphenol by 1.2% during the 3rd quarter. State Street Corp now owns 56,025,072 shares of the electronics maker’s stock worth $6,942,156,000 after purchasing an additional 676,797 shares in the last quarter. Hedge funds and other institutional investors own 97.01% of the company’s stock.

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.