Erste Group Bank Predicts Amphenol FY2026 Earnings

by · The Cerbat Gem

Amphenol Corporation (NYSE:APH – Free Report) – Analysts at Erste Group Bank issued their FY2026 EPS estimates for shares of Amphenol in a research report issued on Wednesday, October 21st. Erste Group Bank analyst H. Engel expects 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.

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

A number of other analysts also recently commented on APH. Citigroup reiterated a “buy” rating and set a $112.00 target price (up from $105.00) on shares of Amphenol in a research report on Thursday, October 8th. Bank of America boosted their price objective on shares of Amphenol from $90.00 to $92.50 and gave the stock a “buy” rating in a research report on Thursday, July 9th. TD Cowen lowered their price objective on shares of Amphenol from $175.00 to $90.00 and set a “hold” rating on the stock in a research note on Wednesday, September 9th. JPMorgan Chase & Co. increased their price objective on shares of Amphenol from $100.00 to $107.50 and gave the company an “overweight” rating in a research note on Thursday, July 16th. Finally, Weiss Ratings downgraded shares of Amphenol from a “buy (a-)” rating to a “buy (b)” rating in a report on Friday. Seventeen investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, Amphenol has a consensus rating of “Moderate Buy” and a consensus price target of $98.64.

View Our Latest Analysis on Amphenol

Amphenol Price Performance

APH stock opened at $75.35 on Monday. Amphenol has a 12-month low of $59.01 and a 12-month high of $89.93. The company has a market cap of $185.81 billion, a price-to-earnings ratio of 37.77, a PEG ratio of 1.00 and a beta of 1.23. The firm has a 50 day moving average of $81.59 and a 200-day moving average of $75.25. The company has a current ratio of 1.89, a quick ratio of 1.41 and a debt-to-equity ratio of 1.10.

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 given a dividend of $0.25 per share. The ex-dividend date of this dividend was Tuesday, September 22nd. This represents a $1.00 annualized dividend and a yield of 1.3%. Amphenol’s dividend payout ratio (DPR) is presently 25.00%.

Insider Buying and Selling

In related news, CEO Richard Norwitt sold 1,000,000 shares of the stock in a transaction on Friday, July 31st. The stock was sold at an average price of $80.78, for a total transaction of $80,785,000.00. Following the sale, the chief executive officer owned 3,855,014 shares of the company’s stock, valued at $311,427,305.99. This trade represents a 20.60% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Lance E. D’amico sold 100,000 shares of the stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $81.00, for a total value of $8,099,500.00. Following the sale, the executive vice president directly owned 114,130 shares in the company, valued at approximately $9,243,959.35. The trade was a 46.70% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 2,098,608 shares of company stock valued at $172,316,688. 1.42% of the stock is owned by insiders.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in the company. State Street Corp grew its holdings in shares of Amphenol by 24.2% during the second quarter. State Street Corp now owns 71,281,059 shares of the electronics maker’s stock worth $12,107,146,000 after buying an additional 13,884,641 shares in the last quarter. Wellington Management Group LLP boosted its position in Amphenol by 10.5% during the second quarter. Wellington Management Group LLP now owns 16,579,919 shares of the electronics maker’s stock worth $2,923,371,000 after acquiring an additional 1,578,248 shares during the last quarter. Corient Private Wealth LP boosted its position in Amphenol by 3,010.0% during the second quarter. Corient Private Wealth LP now owns 16,437,431 shares of the electronics maker’s stock worth $2,898,248,000 after acquiring an additional 15,908,901 shares during the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its stake in Amphenol by 4.5% in 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 period. Finally, Jupiter Topco LLC purchased a new stake in Amphenol in the 2nd quarter worth approximately $1,600,531,000. Institutional investors and hedge funds own 97.01% of the company’s stock.

Trending Headlines about Amphenol

Here are the key news stories impacting Amphenol this week:

  • Positive Sentiment: AI data-center exposure is supporting the investment case for Amphenol, while Burke Wealth Management highlighted the company as a fresh investment in its focused-growth strategy. Amphenol’s AI Data Center Exposure Draws Fresh Investment From Burke Wealth
  • Positive Sentiment: Analysts and investors are focused on strong AI infrastructure demand, IT datacom growth, defense spending, and the potential for CommScope synergies to lift revenue and earnings. Amphenol’s latest reported quarter also showed revenue growth of 55% year over year and an earnings beat, providing a favorable backdrop for the next report. Should Amphenol Stock Be in Your Portfolio Pre-Q3 Earnings?
  • Neutral Sentiment: Brokerage commentary remains centered on Amphenol’s fiscal 2026 earnings outlook and analyst expectations, suggesting the upcoming results and guidance will be important catalysts for the stock. Brokers Offer Predictions for Amphenol FY2026 Earnings
  • Negative Sentiment: The bullish outlook is tempered by Amphenol’s premium valuation, ongoing network-market weakness, and the interest burden associated with integrating CommScope. Any earnings or guidance shortfall could therefore lead to volatility. Amphenol Investment Analysis

About Amphenol

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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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