Q1 Earnings Forecast for Amphenol Issued By Seaport Res Ptn

Amphenol Corporation (NYSE:APH) – Equities research analysts at Seaport Res Ptn increased their Q1 2026 earnings per share (EPS) estimates for shares of Amphenol in a research note issued to investors on Wednesday, October 22nd. Seaport Res Ptn analyst S. Graham now anticipates that the electronics maker will post earnings per share of $0.81 for the quarter, up from their prior forecast of $0.74. The consensus estimate for Amphenol’s current full-year earnings is $2.36 per share. Seaport Res Ptn also issued estimates for Amphenol’s Q2 2026 earnings at $0.93 EPS.

Several other equities research analysts have also weighed in on APH. Robert W. Baird set a $139.00 target price on Amphenol and gave the stock an “outperform” rating in a research report on Friday, October 10th. KGI Securities began coverage on Amphenol in a research report on Thursday, June 26th. They set a “hold” rating on the stock. Weiss Ratings reissued a “buy (b)” rating on shares of Amphenol in a research report on Wednesday, October 8th. Wall Street Zen lowered Amphenol from a “strong-buy” rating to a “buy” rating in a research report on Sunday, August 10th. Finally, The Goldman Sachs Group set a $154.00 target price on Amphenol and gave the stock a “buy” rating in a research report on Thursday. Ten research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $125.00.

Amphenol Price Performance

Shares of NYSE APH opened at $135.57 on Friday. The company has a debt-to-equity ratio of 0.57, a quick ratio of 1.46 and a current ratio of 2.07. Amphenol has a fifty-two week low of $56.45 and a fifty-two week high of $136.52. The firm has a market capitalization of $165.52 billion, a PE ratio of 45.19, a price-to-earnings-growth ratio of 1.55 and a beta of 1.17. The stock’s 50-day simple moving average is $118.89 and its 200-day simple moving average is $99.94.

Amphenol (NYSE:APH) last posted its quarterly earnings results on Wednesday, October 22nd. The electronics maker reported $0.93 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.79 by $0.14. The company had revenue of $6.19 billion for the quarter, compared to analyst estimates of $5.54 billion. Amphenol had a return on equity of 33.46% and a net margin of 18.22%.Amphenol’s revenue for the quarter was up 53.4% compared to the same quarter last year. During the same quarter last year, the company earned $0.50 EPS. Amphenol has set its FY 2025 guidance at 3.260-3.280 EPS. Q4 2025 guidance at 0.890-0.910 EPS.

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the stock. Motive Wealth Advisors acquired a new position in shares of Amphenol in the second quarter valued at approximately $215,000. LeConte Wealth Management LLC acquired a new position in shares of Amphenol in the second quarter valued at approximately $399,000. Perigon Wealth Management LLC increased its holdings in shares of Amphenol by 29.4% in the first quarter. Perigon Wealth Management LLC now owns 17,438 shares of the electronics maker’s stock valued at $1,144,000 after purchasing an additional 3,964 shares during the period. City Center Advisors LLC acquired a new position in shares of Amphenol in the second quarter valued at approximately $482,000. Finally, Thurston Springer Miller Herd & Titak Inc. increased its holdings in shares of Amphenol by 25.5% in the second quarter. Thurston Springer Miller Herd & Titak Inc. now owns 27,711 shares of the electronics maker’s stock valued at $2,736,000 after purchasing an additional 5,630 shares during the period. Institutional investors and hedge funds own 97.01% of the company’s stock.

Insider Transactions at Amphenol

In other Amphenol news, VP David M. Silverman sold 100,000 shares of Amphenol stock in a transaction that occurred on Monday, August 25th. The stock was sold at an average price of $110.42, for a total transaction of $11,042,000.00. Following the transaction, the vice president owned 12,500 shares of the company’s stock, valued at $1,380,250. The trade was a 88.89% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, CFO Craig A. Lampo sold 199,848 shares of Amphenol stock in a transaction that occurred on Friday, August 22nd. The shares were sold at an average price of $110.43, for a total value of $22,069,214.64. Following the completion of the transaction, the chief financial officer owned 125,695 shares in the company, valued at $13,880,498.85. This trade represents a 61.39% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders sold 665,924 shares of company stock worth $73,369,357. 1.67% of the stock is currently owned by corporate insiders.

Amphenol Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, January 7th. Shareholders of record on Tuesday, December 16th will be given a dividend of $0.25 per share. This represents a $1.00 annualized dividend and a yield of 0.7%. This is a positive change from Amphenol’s previous quarterly dividend of $0.17. The ex-dividend date of this dividend is Tuesday, December 16th. Amphenol’s dividend payout ratio is presently 26.29%.

Amphenol Company Profile

Amphenol Corporation, together with its subsidiaries, primarily designs, manufactures, and markets electrical, electronic, and fiber optic connectors in the United States, China, and internationally. It operates through three segments: Harsh Environment Solutions, Communications Solutions, and Interconnect and Sensor Systems.