Amphenol (NYSE:APH) Updates Q1 2026 Earnings Guidance

Amphenol (NYSE:APH) updated its first quarter 2026 earnings guidance on Wednesday. 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 have weighed in on APH. Weiss Ratings reissued a “buy (b)” rating on shares of Amphenol in a research note on Wednesday, January 21st. Bank of America raised shares of Amphenol from a “neutral” rating to a “buy” rating and upped their price objective for the company from $120.00 to $150.00 in a research note on Wednesday, October 15th. The Goldman Sachs Group reissued a “buy” rating and issued a $183.00 target price on shares of Amphenol in a research report on Thursday, January 15th. JPMorgan Chase & Co. boosted their target price on shares of Amphenol from $160.00 to $185.00 and gave the company an “overweight” rating in a report on Tuesday. Finally, Citigroup reaffirmed a “buy” rating and set a $175.00 price target (up previously from $160.00) on shares of Amphenol in a research note on Monday, January 12th. Eleven investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $149.54.

Amphenol Trading Down 13.4%

APH traded down $22.30 during trading on Wednesday, hitting $143.95. 10,783,055 shares of the company’s stock were exchanged, compared to its average volume of 9,315,643. Amphenol has a 1 year low of $56.45 and a 1 year high of $167.04. The stock has a 50 day moving average price of $140.60 and a 200 day moving average price of $126.71. The firm has a market cap of $176.21 billion, a P/E ratio of 48.21, a price-to-earnings-growth ratio of 0.94 and a beta of 1.21. 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 posted its earnings results on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share for the quarter, beating 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 had revenue of $6.44 billion for the quarter, compared to analyst estimates of $6.19 billion. During the same quarter in the previous year, the business posted $0.55 EPS. The business’s quarterly revenue was up 49.1% on a year-over-year basis. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. As a group, analysts expect that Amphenol will post 2.36 EPS for the current fiscal year.

Insider Transactions at Amphenol

In other news, insider William J. Doherty sold 80,000 shares of the company’s stock in a transaction on Tuesday, December 2nd. The shares were sold at an average price of $142.00, for a total value of $11,360,000.00. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, VP David M. Silverman sold 120,000 shares of the company’s stock in a transaction dated Monday, November 3rd. The shares were sold at an average price of $141.17, for a total transaction of $16,940,400.00. Following the completion of the transaction, the vice president directly owned 12,500 shares of the company’s stock, valued at approximately $1,764,625. The trade was a 90.57% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 498,076 shares of company stock valued at $70,996,906 over the last quarter. Company insiders own 1.67% of the company’s stock.

Amphenol News Roundup

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Q4 results beat expectations — Amphenol reported $0.97 EPS (vs. ~ $0.92–$0.93 consensus) and revenue of $6.44B, up ~49% Y/Y, signaling strong end-market demand. Amphenol (APH) Q4 Earnings and Revenues Top Estimates
• Positive Sentiment: Management raised Q1 2026 guidance: EPS $0.910–$0.930 vs. consensus ~$0.88, and revenue guidance ~ $6.9B–$7.0B vs. consensus ~$6.4B — a beat that supports continued revenue momentum.
• Positive Sentiment: Analyst upgrade/target lift — JPMorgan raised its price target to $185 and marked the stock overweight; the shares recently hit a 1?year high following upgrades. Benzinga Amphenol (NYSE:APH) Hits New 1-Year High Following Analyst Upgrade
• Neutral Sentiment: Pre- and post-earnings coverage and previews are circulating (earnings preview and outlook pieces), providing context but not new company data. Earnings To Watch: Amphenol (APH) Reports Q4 Results Tomorrow A Look Ahead: Amphenol’s Earnings Forecast
• Negative Sentiment: Shares are down despite the beats — likely profit-taking after the run to a 1?year high and reactions to valuation (P/E ~48.3) and a large market cap; some investors may be locking gains or rotating away from richly valued industrial/electronics names.

Institutional Trading of Amphenol

Several institutional investors and hedge funds have recently bought and sold shares of APH. Riggs Asset Managment Co. Inc. lifted its position in Amphenol by 200.0% in the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock valued at $25,000 after purchasing an additional 168 shares during the last quarter. Imprint Wealth LLC acquired a new stake in shares of Amphenol in the third quarter valued at approximately $40,000. Sunbelt Securities Inc. boosted its position in shares of Amphenol by 54.6% during the third quarter. Sunbelt Securities Inc. now owns 334 shares of the electronics maker’s stock worth $41,000 after buying an additional 118 shares during the period. Strategic Wealth Investment Group LLC bought a new position in Amphenol in the 2nd quarter worth approximately $49,000. Finally, Headlands Technologies LLC acquired a new stake in Amphenol in the 2nd quarter valued at approximately $51,000. Institutional investors and hedge funds own 97.01% of the company’s stock.

Amphenol Company Profile

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.