Amphenol (NYSE:APH) Issues Q4 2026 Earnings Guidance

Amphenol (NYSE:APH) issued an update on its fourth quarter 2026 earnings guidance on Friday. The company provided EPS guidance of 0.810-0.830 for the period, compared to the consensus EPS estimate of 0.750. The company issued revenue guidance of $10.3 billion-$10.5 billion, compared to the consensus revenue estimate of $9.7 billion. Amphenol also updated its FY 2026 guidance to 2.820-2.840 EPS.

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on APH shares. Citigroup restated a “buy” rating and issued a $115.00 price target (up from $112.00) on shares of Amphenol in a research note on Thursday. TD Cowen cut their target price on Amphenol from $175.00 to $90.00 and set a “hold” rating for the company in a research note on Wednesday, September 9th. Zacks Research downgraded shares of Amphenol from a “strong-buy” rating to a “hold” rating in a research note on Monday, September 28th. BNP Paribas Exane raised their price objective on shares of Amphenol from $110.00 to $115.00 and gave the company an “outperform” rating in a research note on Thursday. Finally, JPMorgan Chase & Co. upped their price target on shares of Amphenol from $107.00 to $115.00 and gave the stock an “overweight” rating in a research report on Thursday. Sixteen equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $111.79.

Amphenol Price Performance

APH stock opened at $79.48 on Friday. The company has a quick ratio of 1.41, a current ratio of 1.94 and a debt-to-equity ratio of 0.99. Amphenol has a fifty-two week low of $59.01 and a fifty-two week high of $89.93. The business has a 50 day moving average price of $81.46 and a 200 day moving average price of $75.48. The stock has a market cap of $196.00 billion, a price-to-earnings ratio of 34.56, a PEG ratio of 0.95 and a beta of 1.23.

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

Amphenol Cuts Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, January 13th. Stockholders of record on Tuesday, December 22nd will be paid a $0.15 dividend. This represents a $0.60 dividend on an annualized basis and a dividend yield of 0.8%. This is a drop from Amphenol’s previous quarterly dividend of $0.25. The ex-dividend date is Tuesday, December 22nd. Amphenol’s dividend payout ratio is 21.74%.

Amphenol declared that its board has initiated a stock buyback program on Wednesday, October 28th that authorizes the company to buy back $4 billion in shares. This repurchase authorization authorizes the electronics maker to repurchase up to 2% of its stock through open market purchases. Stock repurchase programs are typically a sign that the company’s leadership believes its stock is undervalued.

Insider Buying and Selling at Amphenol

In related news, EVP Lance E. D’amico sold 100,000 shares of Amphenol stock in a transaction on Monday, August 3rd. The stock was sold at an average price of $81.00, for a total transaction of $8,099,500.00. Following the sale, the executive vice president directly owned 114,130 shares in the company, valued at approximately $9,243,959.35. This trade represents a 46.70% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CFO Craig A. Lampo sold 386,400 shares of the business’s stock in a transaction that occurred on Tuesday, August 4th. The stock was sold at an average price of $83.66, for a total transaction of $32,324,292.00. Following the completion of the sale, the chief financial officer owned 181,330 shares of the company’s stock, valued at approximately $15,169,161.15. The trade was a 68.06% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 726,400 shares of company stock worth $61,332,592 over the last quarter. 1.42% of the stock is currently owned by insiders.

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.

About Amphenol

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.