DailyIQ
Last updated 1 minute ago

APH·Amphenol Corporation

$.
+. (+.%)
After Hours
High
$151.62
Open
$148.94
Market Cap
180.29B
52W High
$167.04
Low
$146.00
P. Close
$147.69
P/E
40.37
52W Low
$87.84
Fwd P/E
26.33
Mean Target
$181.72
Technical Score (1D)
91
BUY
News Sentiment
85
BULLISH
Amphenol (APH) has seen a slight positive price movement of 0.3% since its last earnings report, indicating stable but not explosive investor confidence. The sustainability of this current price trend remains a key question for traders. Future earnings calls and broader industry trends will be crucial for assessing continued momentum.
Earnings Summary
Amphenol Corporation is a global leader in the design and production of interconnect products, including electrical, electronic, and fiber optic connectors, serving diverse industries such as automotive, aerospace, and telecommunications. As a key player in the Electronic Components industry, Amphenol's value proposition is built on delivering high-performance solutions across a broad global customer base. In its most recent reported quarters, Amphenol demonstrated a pattern of exceeding analyst expectations for Earnings Per Share (EPS). For Q1 2026, the company reported an actual EPS of $1.06 against an estimate of $1.05711, and for Q4 2025, actual EPS was $0.97 versus an estimate of $0.9431. Revenue also showed a positive trend, with Q1 2026 actual revenue at $7.62 billion compared to an estimate of $7.72 billion, and Q4 2025 actual revenue of $6.44 billion against an estimate of $6.25 billion. This indicates a consistent ability to meet or slightly surpass financial targets. Historically, Amphenol has shown a strong year-over-year growth trajectory, consistently beating analyst estimates for EPS in the quarters for which data is available, including Q2 2025 ($0.81 actual vs $0.6658 est), Q3 2025 ($0.93 actual vs $0.79839 est), and Q1 2025 ($0.63 actual vs $0.52084 est). The company has also shown revenue growth, with actual revenues exceeding estimates in Q1 2026 and Q4 2025. Recent news highlights positive analyst sentiment, with BNP Paribas raising its price target, and recognition of Amphenol as a compelling growth stock with strong long-term prospects, particularly in fiber-optic components. These developments suggest a favorable market perception and potential for continued demand in key technology sectors. Investors will be watching for continued EPS and revenue beats in upcoming quarters, as well as how the company navigates growth opportunities in its key end markets, particularly in light of positive analyst outlooks and sector trends.

EPS

EstBeatMiss
$0.42$0.64$0.85$1.06$1.27Q1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$1.17 - -
Q1'26$1.06$1.06+0.3%
Q4'25$0.94$0.97+2.9%
Q3'25$0.80$0.93+16.5%
Q2'25$0.67$0.81+21.7%
Q1'25$0.52$0.63+21.0%

Revenue

EstBeatMiss
$4.3B$5.4B$6.6B$7.7B$8.8BQ1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$8.3B - -
Q1'26$7.7B$7.6B-1.3%
Q4'25$6.2B$6.4B+3.0%
Q3'25 - $6.2B -
Q2'25 - $5.7B -
Q1'25 - $4.8B -

Market Data

APH Stock Snapshot

APH is currently trading at $148.72, giving Amphenol Corporation a market cap of 180.29B and a P/E ratio of 40.4. Today's range spans $146.00–$151.62, with shares opening at $148.94 and moving up $1.03 (0.7%) from the prior close. DailyIQ's technical score sits at 91/100 (BUY) with a news sentiment reading of 85/100.

Over the past year APH has traded between $87.84 and $167.04 - the current price is +69.3% off the 52-week low and -11.0% from the high. 26 analysts cover the stock with a Buy consensus and a mean 12-month target of $181.72 (range $135.00–$215.00), implying upside of +22.2%.

APH scores 91/100 (BUY) and is at $148.72 - in the upper portion of its 52-week range within its $87.84–$167.04 annual range. Sentiment at 85/100 is bullish. At 180.29B in Technology market cap (P/E: 40.4), this large-cap name benefits from a dynamic that mega-caps don't have: the potential for multiple expansion. When a name at this size with bullish momentum catches the attention of large allocators, the re-rating can be rapid and meaningful.

Earnings revision cycles in large-cap Technology names tend to compound: when technicals confirm a BUY thesis (91/100) and news sentiment (85/100, bullish) supports the narrative, analyst upgrades follow price rather than lead it. At $148.72 (in the upper portion of its 52-week range), APH's position within the $87.84–$167.04 annual range suggests there's room for multiple expansion before the stock encounters meaningful technical resistance.