Erste Group Bank Estimates Amphenol FY2026 Earnings

Key Points

• Erste Group Bank maintained a “Buy” rating on Amphenol and forecasts $2.68 in FY2026 earnings per share, slightly above the $2.67 consensus estimate; its FY2027 EPS estimate is $3.33.
• Amphenol’s latest quarterly results exceeded expectations, with $0.68 EPS versus $0.60 expected and revenue of $8.76 billion, up 55% year over year. The company issued Q3 2026 EPS guidance of $1.40–$1.42.
• Analyst sentiment remains strongly positive, with 17 Buy ratings and two Holds, producing a “Moderate Buy” consensus and a $98.56 average price target. Institutional investors own 97.01% of the stock, while insiders have sold more than $172 million in shares over the past 90 days.

Amphenol Corporation (NYSE:APH - Free Report) - Equities researchers at Erste Group Bank issued their FY2026 earnings estimates for shares of Amphenol in a research report issued on Wednesday, October 21st. Erste Group Bank analyst H. Engel forecasts that the electronics maker will post earnings of $2.68 per share for the year. Erste Group Bank currently has a "Buy" rating on the stock. The consensus estimate for Amphenol's current full-year earnings is $2.67 per share. Erste Group Bank also issued estimates for Amphenol's FY2027 earnings at $3.33 EPS.

Other equities analysts also recently issued research reports about the company. Citigroup reiterated a "buy" rating and set a $112.00 price target (up from $105.00) on shares of Amphenol in a report on Thursday, October 8th. Robert W. Baird upped their price objective on shares of Amphenol from $88.50 to $95.00 and gave the stock an "outperform" rating in a report on Monday, July 13th. UBS Group reaffirmed a "buy" rating and set a $105.00 price objective (up from $99.00) on shares of Amphenol in a report on Wednesday, October 7th. Truist Financial raised their target price on shares of Amphenol from $100.00 to $107.50 and gave the company a "buy" rating in a research note on Thursday, July 30th. Finally, JPMorgan Chase & Co. boosted their target price on shares of Amphenol from $100.00 to $107.50 and gave the stock an "overweight" rating in a research report on Thursday, July 16th. Seventeen analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $98.56.

Amphenol Stock Down 0.1%

Shares of APH stock opened at $74.00 on Monday. The stock's 50 day simple moving average is $81.57 and its 200 day simple moving average is $77.59. Amphenol has a twelve month low of $59.01 and a twelve month high of $89.93. The company has a debt-to-equity ratio of 1.10, a quick ratio of 1.41 and a current ratio of 1.89. The company has a market capitalization of $182.49 billion, a price-to-earnings ratio of 37.10, a PEG ratio of 1.00 and a beta of 1.23.

Amphenol (NYSE:APH - Get Free Report) last posted its earnings results on Wednesday, July 29th. The electronics maker reported $0.68 EPS for the quarter, topping the consensus estimate of $0.60 by $0.08. The firm had revenue of $8.76 billion for the quarter, compared to the consensus estimate of $8.26 billion. Amphenol had a net margin of 17.73% and a return on equity of 39.87%. The business's quarterly revenue was up 55.0% on a year-over-year basis. During the same period in the prior year, the business posted $0.41 earnings per share. Amphenol has set its Q3 2026 guidance at 1.400-1.420 EPS.

Institutional Investors Weigh In On Amphenol

Several hedge funds have recently bought and sold shares of the stock. State Street Corp increased its stake in shares of Amphenol by 24.2% in the 2nd quarter. State Street Corp now owns 71,281,059 shares of the electronics maker's stock valued at $12,107,146,000 after purchasing an additional 13,884,641 shares during the last quarter. Wellington Management Group LLP boosted its position in Amphenol by 10.5% during the 2nd quarter. Wellington Management Group LLP now owns 16,579,919 shares of the electronics maker's stock worth $2,923,371,000 after buying an additional 1,578,248 shares during the period. Corient Private Wealth LP boosted its position in Amphenol by 3,010.0% during the 2nd quarter. Corient Private Wealth LP now owns 16,437,431 shares of the electronics maker's stock worth $2,898,248,000 after buying an additional 15,908,901 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its holdings in Amphenol by 4.5% during the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 9,703,604 shares of the electronics maker's stock worth $1,710,939,000 after acquiring an additional 416,388 shares during the last quarter. Finally, Jupiter Topco LLC bought a new stake in Amphenol during the 2nd quarter worth approximately $1,600,531,000. 97.01% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Amphenol

In other news, EVP David M. Silverman sold 240,000 shares of the firm's stock in a transaction dated Wednesday, August 5th. The stock was sold at an average price of $87.12, for a total value of $20,908,800.00. Following the completion of the transaction, the executive vice president owned 31,344 shares in the company, valued at $2,730,689.28. This trade represents a 88.45% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Richard Norwitt sold 372,208 shares of the stock in a transaction that occurred on Friday, July 31st. The shares were sold at an average price of $81.14, for a total value of $30,199,096.08. Following the completion of the sale, the chief executive officer directly owned 1,728,354 shares of the company's stock, valued at approximately $140,230,001.79. The trade was a 17.72% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 2,098,608 shares of company stock valued at $172,316,688. Insiders own 1.42% of the company's stock.

Amphenol Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Wednesday, October 14th. Shareholders of record on Tuesday, September 22nd were paid a $0.25 dividend. The ex-dividend date of this dividend was Tuesday, September 22nd. This represents a $1.00 dividend on an annualized basis and a yield of 1.4%. Amphenol's payout ratio is presently 25.00%.

About Amphenol

Amphenol Corporation NYSE: APH is a global manufacturer of electrical, electronic and fiber-optic connectors, interconnect systems and related products. Its portfolio includes cable assemblies, sensors, antennas, backplane systems, radio-frequency components and other specialized electronic hardware.

The company serves customers across a range of industries, including automotive, aerospace and defense, information technology and data communications, industrial, mobile networks, commercial aerospace, medical and other markets.

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