Q1 Earnings Forecast for Amphenol Issued By Seaport Res Ptn

Key Points

• Seaport Res Ptn has increased its Q1 2026 earnings per share (EPS) estimate for Amphenol from $0.74 to $0.81, and also provided a Q2 2026 estimate of $0.93 EPS.
• Amphenol reported $0.93 EPS for the most recent quarter, exceeding expectations of $0.79 EPS, alongside a strong revenue of $6.19 billion.
• The company announced a quarterly dividend increase to $0.25 per share, up from $0.17, reflecting a strong performance and a dividend yield of 0.7%.

Amphenol Corporation (NYSE:APH - Free Report) - Analysts at Seaport Res Ptn upped their Q1 2026 earnings per share (EPS) estimates for shares of Amphenol in a note issued to investors on Wednesday, October 22nd. Seaport Res Ptn analyst S. Graham now anticipates that the electronics maker will earn $0.81 per share for the quarter, up from their previous estimate 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.

Amphenol (NYSE:APH - Get Free Report) last issued its earnings results on Wednesday, October 22nd. The electronics maker reported $0.93 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.79 by $0.14. The company had revenue of $6.19 billion during the quarter, compared to analysts' expectations of $5.54 billion. Amphenol had a return on equity of 33.46% and a net margin of 18.22%.The firm's quarterly revenue was up 53.4% on a year-over-year basis. During the same period in the prior year, the business 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.

APH has been the subject of several other reports. Citigroup upped their target price on Amphenol from $145.00 to $160.00 and gave the company a "buy" rating in a report on Thursday. Wall Street Zen cut Amphenol from a "strong-buy" rating to a "buy" rating in a report on Sunday, August 10th. Robert W. Baird set a $139.00 target price on Amphenol and gave the company an "outperform" rating in a report on Friday, October 10th. Bank of America upgraded Amphenol from a "neutral" rating to a "buy" rating and upped their target price for the company from $120.00 to $150.00 in a report on Wednesday, October 15th. Finally, KGI Securities initiated coverage on Amphenol in a report on Thursday, June 26th. They set a "hold" rating for the company. Ten analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to MarketBeat, Amphenol presently has an average rating of "Moderate Buy" and an average target price of $125.00.

Amphenol Stock Up 5.2%

Shares of NYSE:APH opened at $135.57 on Friday. The company has a quick ratio of 1.46, a current ratio of 2.07 and a debt-to-equity ratio of 0.57. The business has a fifty day moving average of $118.89 and a two-hundred day moving average of $99.94. The stock has a market cap of $165.52 billion, a P/E ratio of 45.19, a PEG ratio of 1.55 and a beta of 1.17. Amphenol has a 52-week low of $56.45 and a 52-week high of $136.52.

Hedge Funds Weigh In On Amphenol

A number of hedge funds and other institutional investors have recently bought and sold shares of APH. Brighton Jones LLC boosted its holdings in Amphenol by 114.0% during the 4th quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker's stock valued at $1,224,000 after acquiring an additional 9,390 shares during the period. Revolve Wealth Partners LLC boosted its holdings in Amphenol by 87.9% during the 4th quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker's stock valued at $701,000 after acquiring an additional 4,721 shares during the period. Bison Wealth LLC boosted its holdings in Amphenol by 8.3% during the 4th quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker's stock valued at $559,000 after acquiring an additional 618 shares during the period. GAMMA Investing LLC raised its position in Amphenol by 10.9% in the 1st quarter. GAMMA Investing LLC now owns 39,430 shares of the electronics maker's stock valued at $2,586,000 after purchasing an additional 3,860 shares in the last quarter. Finally, Cambridge Investment Research Advisors Inc. raised its position in Amphenol by 46.8% in the 1st quarter. Cambridge Investment Research Advisors Inc. now owns 69,958 shares of the electronics maker's stock valued at $4,589,000 after purchasing an additional 22,293 shares in the last quarter. 97.01% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In related news, CFO Craig A. Lampo sold 199,848 shares of the firm's stock in a transaction dated Friday, August 22nd. The stock was sold at an average price of $110.43, for a total transaction of $22,069,214.64. Following the completion of the transaction, the chief financial officer directly owned 125,695 shares in the company, valued at $13,880,498.85. This trade represents a 61.39% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, insider William J. Doherty sold 113,000 shares of the firm's stock in a transaction dated Friday, August 8th. The shares were sold at an average price of $108.89, for a total value of $12,304,570.00. The disclosure for this sale can be found here. In the last quarter, insiders have sold 665,924 shares of company stock valued at $73,369,357. 1.67% of the stock is owned by company insiders.

Amphenol Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, January 7th. Stockholders of record on Tuesday, December 16th will be issued a dividend of $0.25 per share. The ex-dividend date is Tuesday, December 16th. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.7%. This is a boost from Amphenol's previous quarterly dividend of $0.17. Amphenol's dividend payout ratio (DPR) is currently 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.

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