Amphenol (NYSE:APH) Updates Q4 2025 Earnings Guidance

Key Points

• Amphenol has updated its Q4 2025 earnings guidance, projecting earnings per share of 0.890-0.910 and revenue of $6.0 billion-$6.1 billion, both above consensus estimates.
• The company announced a quarterly dividend of $0.165 per share, representing an annualized yield of 0.5% and a payout ratio of 26.29%.
• Amphenol's stock ratings are generally positive, with ten analysts rating it as a "Buy" and a current average price target of $118.00.

Amphenol (NYSE:APH - Get Free Report) updated its fourth quarter 2025 earnings guidance on Wednesday. The company provided earnings per share guidance of 0.890-0.910 for the period, compared to the consensus earnings per share estimate of 0.800. The company issued revenue guidance of $6.0 billion-$6.1 billion, compared to the consensus revenue estimate of $5.7 billion. Amphenol also updated its FY 2025 guidance to 3.260-3.280 EPS.

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on APH shares. Bank of America upgraded shares of Amphenol from a "neutral" rating to a "buy" rating and boosted their price target for the stock from $120.00 to $150.00 in a research report on Wednesday, October 15th. KGI Securities started coverage on shares of Amphenol in a research report on Thursday, June 26th. They issued a "hold" rating on the stock. Wall Street Zen cut shares of Amphenol from a "strong-buy" rating to a "buy" rating in a research report on Sunday, August 10th. Robert W. Baird set a $139.00 price target on shares of Amphenol and gave the stock an "outperform" rating in a research report on Friday, October 10th. Finally, Industrial Alliance Securities set a $115.00 price target on shares of Amphenol in a research report on Friday, July 11th. Ten research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company's stock. According to MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average target price of $118.00.

Amphenol Trading Down 2.4%

APH stock opened at $124.60 on Wednesday. The company has a quick ratio of 1.46, a current ratio of 2.02 and a debt-to-equity ratio of 0.61. Amphenol has a twelve month low of $56.45 and a twelve month high of $128.12. The stock has a market capitalization of $152.13 billion, a price-to-earnings ratio of 49.64, a price-to-earnings-growth ratio of 1.67 and a beta of 1.17. The firm's fifty day simple moving average is $118.01 and its two-hundred day simple moving average is $99.22.

Amphenol (NYSE:APH - Get Free Report) last posted its quarterly earnings data on Wednesday, July 23rd. The electronics maker reported $0.81 earnings per share for the quarter, beating analysts' consensus estimates of $0.66 by $0.15. Amphenol had a net margin of 16.90% and a return on equity of 30.58%. The business had revenue of $5.65 billion for the quarter, compared to analysts' expectations of $5.01 billion. During the same quarter in the previous year, the business posted $0.44 earnings per share. The business's revenue was up 56.5% compared to the same quarter last year. As a group, analysts anticipate that Amphenol will post 2.36 earnings per share for the current year.

Amphenol Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, October 8th. Shareholders of record on Tuesday, September 16th were given a dividend of $0.165 per share. The ex-dividend date was Tuesday, September 16th. This represents a $0.66 dividend on an annualized basis and a yield of 0.5%. Amphenol's payout ratio is 26.29%.

Insider Activity

In other news, CFO Craig A. Lampo sold 199,848 shares of the business's stock in a transaction on Friday, August 22nd. The shares were sold at an average price of $110.43, for a total transaction of $22,069,214.64. Following the completion of the sale, the chief financial officer directly owned 125,695 shares of the company's stock, valued at approximately $13,880,498.85. The trade was a 61.39% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider William J. Doherty sold 113,000 shares of the business's stock in a transaction on Friday, August 8th. The shares were sold at an average price of $108.89, for a total transaction of $12,304,570.00. The disclosure for this sale can be found here. Over the last three months, insiders have sold 665,924 shares of company stock worth $73,369,357. 1.67% of the stock is currently owned by insiders.

Institutional Trading of Amphenol

A number of large investors have recently made changes to their positions in the stock. Westwood Holdings Group Inc. purchased a new stake in shares of Amphenol during the second quarter valued at $266,000. Evergreen Capital Management LLC lifted its stake in Amphenol by 15.9% in the second quarter. Evergreen Capital Management LLC now owns 9,176 shares of the electronics maker's stock worth $908,000 after acquiring an additional 1,262 shares during the period. Headlands Technologies LLC purchased a new stake in Amphenol in the second quarter worth about $51,000. CANADA LIFE ASSURANCE Co lifted its stake in Amphenol by 2.7% in the second quarter. CANADA LIFE ASSURANCE Co now owns 1,089,800 shares of the electronics maker's stock worth $107,743,000 after acquiring an additional 28,215 shares during the period. Finally, Tower Research Capital LLC TRC lifted its stake in Amphenol by 0.4% in the second quarter. Tower Research Capital LLC TRC now owns 59,981 shares of the electronics maker's stock worth $5,923,000 after acquiring an additional 221 shares during the period. 97.01% of the stock is owned by hedge funds and other institutional investors.

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.

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