Amphenol (NYSE:APH) Updates Q3 2026 Earnings Guidance

Amphenol (NYSE:APH) updated its third quarter 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 1.400-1.420 for the period, compared to the consensus estimate of 1.260. The company issued revenue guidance of $9.3 billion-$9.4 billion, compared to the consensus revenue estimate of $8.6 billion.

Analysts Set New Price Targets

A number of research firms recently weighed in on APH. Citigroup restated a “buy” rating and issued a $195.00 price target (up from $180.00) on shares of Amphenol in a research note on Monday, July 13th. Weiss Ratings reiterated a “buy (b)” rating on shares of Amphenol in a research note on Friday, July 17th. Evercore reaffirmed an “outperform” rating on shares of Amphenol in a report on Wednesday, May 27th. UBS Group reiterated a “buy” rating and set a $185.00 target price (up from $178.00) on shares of Amphenol in a research report on Thursday, July 9th. Finally, Robert W. Baird set a $177.00 price target on Amphenol in a research report on Thursday, April 30th. One research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat, Amphenol presently has a consensus rating of “Buy” and an average price target of $186.00.

Amphenol Price Performance

APH stock opened at $143.82 on Wednesday. The company has a quick ratio of 1.26, a current ratio of 1.71 and a debt-to-equity ratio of 1.18. The stock has a market capitalization of $176.93 billion, a price-to-earnings ratio of 41.33, a price-to-earnings-growth ratio of 1.28 and a beta of 1.24. The stock’s fifty day simple moving average is $153.78 and its 200-day simple moving average is $144.78. Amphenol has a 52-week low of $102.76 and a 52-week high of $178.52.

Amphenol (NYSE:APH) last released its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 EPS for the quarter, topping analysts’ consensus estimates of $0.95 by $0.11. The business had revenue of $7.62 billion during the quarter, compared to the consensus estimate of $7.08 billion. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The business’s revenue for the quarter was up 58.4% on a year-over-year basis. During the same period in the prior year, the firm posted $0.63 EPS. Equities research analysts expect that Amphenol will post 4.87 EPS for the current year.

Amphenol Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd were given a dividend of $0.25 per share. This represents a $1.00 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend was Tuesday, June 23rd. Amphenol’s dividend payout ratio is 28.74%.

Insider Transactions at Amphenol

In other news, CEO Richard Adam Norwitt sold 17,500 shares of the stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $143.21, for a total value of $2,506,175.00. Following the completion of the sale, 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 ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Insiders have sold 130,775 shares of company stock worth $18,709,350 in the last ninety days. 1.42% of the stock is owned by insiders.

Institutional Trading of Amphenol

A number of hedge funds have recently made changes to their positions in APH. Revolve Wealth Partners LLC increased its holdings in Amphenol by 87.9% during the 4th quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock worth $701,000 after purchasing an additional 4,721 shares during the last quarter. Brighton Jones LLC raised its holdings in Amphenol by 114.0% in the fourth quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker’s stock valued at $1,224,000 after acquiring an additional 9,390 shares in the last quarter. Bison Wealth LLC boosted its stake in Amphenol by 8.3% during the 4th quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock valued at $559,000 after acquiring an additional 618 shares during the last quarter. Binnacle Investments Inc grew its holdings in Amphenol by 10.0% during the 3rd quarter. Binnacle Investments Inc now owns 891 shares of the electronics maker’s stock worth $110,000 after acquiring an additional 81 shares in the last quarter. Finally, Centaurus Financial Inc. bought a new stake in Amphenol in the third quarter valued at about $106,000. 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.