Q3 Earnings Forecast for Amphenol Issued By Seaport Res Ptn

Key Points

• Seaport Res Ptn has raised their Q3 2025 earnings per share estimate for Amphenol Corporation from $0.68 to $0.78, while also providing forecasts for future quarters.
• Amphenol reported earnings of $0.81 per share in their latest quarter, exceeding the consensus estimate of $0.66 and showcasing a 56.5% increase in quarterly revenue year-over-year.
• The stock has a current average rating of "Moderate Buy" with an average target price of $102.23 as more analysts upgrade their ratings for Amphenol.

Amphenol Corporation (NYSE:APH - Free Report) - Analysts at Seaport Res Ptn lifted their Q3 2025 earnings per share estimates for shares of Amphenol in a research report issued on Wednesday, July 23rd. Seaport Res Ptn analyst S. Graham now anticipates that the electronics maker will post earnings per share of $0.78 for the quarter, up from their previous forecast of $0.68. The consensus estimate for Amphenol's current full-year earnings is $2.36 per share. Seaport Res Ptn also issued estimates for Amphenol's Q4 2025 earnings at $0.73 EPS, FY2025 earnings at $2.95 EPS, Q1 2026 earnings at $0.74 EPS, Q3 2026 earnings at $0.84 EPS and FY2026 earnings at $3.28 EPS.

APH has been the subject of a number of other reports. Fox Advisors raised Amphenol from an "equal weight" rating to an "overweight" rating and set a $85.00 price target for the company in a research note on Thursday, April 24th. Evercore ISI raised their price objective on Amphenol from $105.00 to $110.00 and gave the stock an "outperform" rating in a research note on Friday, July 18th. KGI Securities started coverage on Amphenol in a research note on Thursday, June 26th. They set a "hold" rating for the company. UBS Group raised their price objective on Amphenol from $115.00 to $120.00 and gave the stock a "buy" rating in a research note on Thursday. Finally, Wall Street Zen raised Amphenol from a "hold" rating to a "buy" rating in a research note on Sunday, June 22nd. Four analysts have rated the stock with a hold rating and nine have assigned a buy rating to the stock. According to MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average target price of $102.23.

Amphenol Price Performance

NYSE APH traded up $1.36 on Friday, reaching $106.38. 2,656,079 shares of the stock traded hands, compared to its average volume of 8,484,014. The firm's fifty day simple moving average is $95.00 and its 200 day simple moving average is $78.50. The company has a quick ratio of 1.46, a current ratio of 2.02 and a debt-to-equity ratio of 0.61. The company has a market cap of $128.68 billion, a price-to-earnings ratio of 42.38, a P/E/G ratio of 1.84 and a beta of 1.13. Amphenol has a 12 month low of $54.77 and a 12 month high of $108.85.

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

Institutional Trading of Amphenol

Hedge funds and other institutional investors have recently modified their holdings of the company. Hughes Financial Services LLC purchased a new stake in shares of Amphenol during the first quarter worth $25,000. Opal Wealth Advisors LLC purchased a new stake in shares of Amphenol during the second quarter worth $25,000. Avalon Trust Co raised its holdings in shares of Amphenol by 133.3% during the first quarter. Avalon Trust Co now owns 406 shares of the electronics maker's stock worth $27,000 after acquiring an additional 232 shares in the last quarter. N.E.W. Advisory Services LLC bought a new position in Amphenol during the first quarter valued at about $28,000. Finally, Saudi Central Bank bought a new position in Amphenol during the first quarter valued at about $31,000. 97.01% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other news, VP Michael R. Ivas sold 40,000 shares of the stock in a transaction on Thursday, May 29th. The stock was sold at an average price of $88.79, for a total value of $3,551,600.00. Following the completion of the sale, the vice president owned 152,412 shares in the company, valued at $13,532,661.48. This represents a 20.79% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider William J. Doherty sold 160,000 shares of the stock in a transaction on Friday, May 30th. The stock was sold at an average price of $89.54, for a total value of $14,326,400.00. The disclosure for this sale can be found here. Insiders have sold 799,500 shares of company stock worth $70,053,885 over the last three months. Company insiders own 1.67% of the company's stock.

Amphenol Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, July 9th. Stockholders of record on Tuesday, June 17th were issued a $0.165 dividend. The ex-dividend date of this dividend was Tuesday, June 17th. This represents a $0.66 dividend on an annualized basis and a dividend yield of 0.62%. Amphenol's payout ratio 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.