Amphenol's Communications Solutions segment jumps 88% y/y, driven by AI data centers and signaling strong multi-year growth.
Amphenol (APH) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
The mean of analysts' price targets for Amphenol (APH) points to a 27.7% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
Amphenol continues to deliver robust operational performance, with Q1 sales up 58% and organic growth at 33%, driven by strong M&A activity. Q2 guidance calls for 43-45% sales growth and $1.14–$1.16 adjusted EPS, reflecting continued momentum and successful integration of recent acquisitions. Net debt stands at $14.2 billion, but leverage remains well-controlled below 2x EBITDA, supported by strong earnings generation and disciplined capital allocation.
Amphenol Corporation (APH) Q1 2026 Earnings Call Transcript
APH posts record Q1 2026, with EPS of $1.06 (up 68% y/y), revenues of $7.62B (up 58% y/y), orders of $9.4B; boosts Q2 outlook after CommScope deal.
The headline numbers for Amphenol (APH) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Amphenol (APH) came out with quarterly earnings of $1.06 per share, beating the Zacks Consensus Estimate of $0.95 per share. This compares to earnings of $0.63 per share a year ago.
Here is how Amphenol (APH) and ACM Research, Inc. (ACMR) have performed compared to their sector so far this year.
A ChatGPT curated portfolio has recorded stronger returns than the S&P 500 since the start of March 2026 in a simulated trading contest.
Besides Wall Street's top-and-bottom-line estimates for Amphenol (APH), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended March 2026.
APH eyes Q1'26 with EPS seen rising 44-48% and sales increasing 43-45%, as AI, defense demand and acquisitions fuel order momentum.