What is Seaport Res Ptn's Forecast for Amphenol Q2 Earnings?

Key Points

• Seaport Res Ptn has raised Amphenol's Q2 2026 earnings per share (EPS) forecast from $0.71 to $0.89, while the consensus for full-year EPS is $2.36.
• Amphenol reported Q2 earnings of $0.81 per share, exceeding analyst expectations of $0.66, alongside quarterly revenue of $5.65 billion, significantly higher than the expected $5.01 billion.
• The company announced a quarterly dividend of $0.165 per share, with an annualized dividend yield of 0.63% and a payout ratio of 26.29%.

Amphenol Corporation (NYSE:APH - Free Report) - Equities researchers at Seaport Res Ptn upped their Q2 2026 earnings per share estimates for Amphenol in a report released on Wednesday, July 23rd. Seaport Res Ptn analyst S. Graham now forecasts that the electronics maker will post earnings of $0.89 per share for the quarter, up from their previous estimate of $0.71. The consensus estimate for Amphenol's current full-year earnings is $2.36 per share.

Amphenol (NYSE:APH - Get Free Report) last released its earnings results on Wednesday, July 23rd. The electronics maker reported $0.81 earnings per share for the quarter, topping analysts' consensus estimates of $0.66 by $0.15. Amphenol had a return on equity of 30.58% and a net margin of 16.90%. The firm had revenue of $5.65 billion during the quarter, compared to the consensus estimate of $5.01 billion. During the same period in the prior year, the firm posted $0.44 earnings per share. The firm's revenue for the quarter was up 56.5% compared to the same quarter last year.

A number of other equities research analysts have also recently issued reports on the stock. Fox Advisors upgraded shares of Amphenol from an "equal weight" rating to an "overweight" rating and set a $85.00 price target for the company in a report on Thursday, April 24th. Truist Financial lifted their price objective on Amphenol from $102.00 to $126.00 and gave the company a "buy" rating in a report on Thursday, July 24th. Robert W. Baird boosted their price objective on shares of Amphenol from $113.00 to $118.00 and gave the stock an "outperform" rating in a research report on Thursday, July 24th. The Goldman Sachs Group reissued a "buy" rating on shares of Amphenol in a report on Friday, July 11th. Finally, Evercore ISI upped their target price on shares of Amphenol from $105.00 to $110.00 and gave the company an "outperform" rating in a report on Friday, July 18th. Four analysts have rated the stock with a hold rating and nine have issued a buy rating to the company's stock. According to data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average target price of $102.23.

Amphenol Stock Up 1.9%

Shares of NYSE APH traded up $2.01 during mid-day trading on Monday, reaching $107.50. The company had a trading volume of 1,700,592 shares, compared to its average volume of 8,474,468. Amphenol has a twelve month low of $54.77 and a twelve month high of $108.85. The company has a debt-to-equity ratio of 0.61, a quick ratio of 1.46 and a current ratio of 2.02. The stock has a market capitalization of $131.25 billion, a PE ratio of 42.86, a price-to-earnings-growth ratio of 1.76 and a beta of 1.13. The stock's 50 day moving average is $96.19 and its 200-day moving average is $79.12.

Amphenol Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, October 8th. Stockholders of record on Tuesday, September 16th will be given a dividend of $0.165 per share. This represents a $0.66 dividend on an annualized basis and a dividend yield of 0.61%. Amphenol's dividend payout ratio (DPR) is 26.29%.

Insider Transactions at Amphenol

In other news, VP Michael R. Ivas sold 40,000 shares of Amphenol stock in a transaction on Thursday, May 29th. The stock was sold at an average price of $88.79, for a total transaction of $3,551,600.00. Following the transaction, the vice president owned 152,412 shares in the company, valued at $13,532,661.48. The trade was a 20.79% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, VP David M. Silverman sold 100,000 shares of Amphenol stock in a transaction dated Friday, May 30th. The shares were sold at an average price of $89.09, for a total value of $8,909,000.00. Following the completion of the transaction, the vice president directly owned 12,500 shares of the company's stock, valued at approximately $1,113,625. This represents a 88.89% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last quarter, insiders have sold 799,500 shares of company stock worth $70,053,885. Company insiders own 1.67% of the company's stock.

Institutional Trading of Amphenol

Several large investors have recently bought and sold shares of APH. Bank of America Corp DE lifted its position in Amphenol by 294.0% during the fourth quarter. Bank of America Corp DE now owns 24,953,591 shares of the electronics maker's stock worth $1,733,027,000 after buying an additional 18,619,417 shares during the period. Price T Rowe Associates Inc. MD raised its holdings in shares of Amphenol by 36.8% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 58,911,813 shares of the electronics maker's stock worth $4,091,426,000 after purchasing an additional 15,837,407 shares during the period. T. Rowe Price Investment Management Inc. raised its holdings in shares of Amphenol by 196.3% in the 1st quarter. T. Rowe Price Investment Management Inc. now owns 16,743,239 shares of the electronics maker's stock worth $1,098,190,000 after purchasing an additional 11,092,282 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its holdings in shares of Amphenol by 639.0% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 8,758,951 shares of the electronics maker's stock worth $574,500,000 after purchasing an additional 7,573,750 shares during the period. Finally, Nuveen LLC purchased a new position in shares of Amphenol in the 1st quarter worth about $476,842,000. Institutional investors and hedge funds own 97.01% of the company's stock.

About Amphenol

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.