With a market cap of $215.1 billion, Amphenol Corporation (APH) is a global leader in the design, manufacture, and marketing of electrical, electronic, and fiber optic connectors, serving industries such as automotive, aerospace, defense, communications, and information technology. It operates through three segments: Communications Solutions; Harsh Environment Solutions; and Interconnect and Sensor Systems, offering a broad range of interconnect, cable, antenna, and sensor products worldwide.
The Wallingford, Connecticut-based company is slated to announce its fiscal Q3 2026 results before the market opens on Wednesday, Oct. 28. Ahead of this event, analysts expect APH to report an EPS of $0.72, a 53.2% surge from $0.47 in the year-ago quarter. It has exceeded Wall Street's earnings expectations in the past four quarters.
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For fiscal 2026, analysts project the fiber-optic products maker to post EPS of $2.66, marking a growth of 59.3% from $1.67 in fiscal 2025.
www.barchart.com Shares of Amphenol have climbed 38.2% over the past 52 weeks, surpassing the broader S&P 500 Index's ($SPX) nearly 16% return and the State Street Technology Select Sector SPDR ETF's (XLK) 37% increase over the same period.
www.barchart.com Amphenol shares rose 4.5% on Jul. 29 after the company reported better-than-expected Q2 2026 adjusted EPS of $1.35 and revenue of $8.76 billion, driven by strong AI-related demand for IT datacom products, 30% organic sales growth, and record orders of $10.7 billion. Investor sentiment was further boosted by Q3 guidance forecasting adjusted EPS of $1.40 - 1.42 and revenue of $9.3 billion - $9.4 billion, above consensus estimates.
Additionally, Amphenol raised its 2026 outlook for the acquired CommScope connectivity and cable solutions business, projecting $4.6 billion in sales and $0.30 in adjusted EPS accretion, while adjusted operating margin reached 29.8%, partly supported by an $80 million net benefit from IEEPA tariff recoveries.
Analysts' consensus view on APH stock remains bullish, with a "Strong Buy" rating overall. Out of 18 analysts covering the stock, 16 recommend a "Strong Buy" and two "Holds." This configuration is more bullish than three months ago, with 14 analysts suggesting a "Strong Buy."
The average analyst price target is $102.42, suggesting a potential upside of 17.4% from current levels.
On the date of publication, Sohini Mondal did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
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