Erste Group Bank Weighs in on Amphenol FY2026 Earnings

by · The Markets Daily

Amphenol Corporation (NYSE:APH – Free Report) – Research analysts at Erste Group Bank issued their FY2026 EPS estimates for shares of Amphenol in a note issued to investors 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.

APH has been the subject of a number of other research reports. Wall Street Zen raised shares of Amphenol from a “hold” rating to a “buy” rating in a research report on Saturday, August 8th. Evercore restated an “outperform” rating on shares of Amphenol in a research note on Monday. Robert W. Baird lifted their price target on shares of Amphenol from $88.50 to $95.00 and gave the stock an “outperform” rating in a research note on Monday, July 13th. Truist Financial boosted their price objective on shares of Amphenol from $100.00 to $107.50 and gave the stock a “buy” rating in a report on Thursday, July 30th. Finally, BNP Paribas Exane upped their price objective on shares of Amphenol from $107.50 to $110.00 and gave the company an “outperform” rating in a research report on Tuesday, September 22nd. Seventeen equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $98.64.

View Our Latest Stock Analysis on Amphenol

Amphenol Stock Performance

Shares of NYSE:APH opened at $78.48 on Monday. The business has a 50-day moving average of $81.28 and a two-hundred day moving average of $75.32. Amphenol has a 12 month low of $59.01 and a 12 month high of $89.93.

Amphenol (NYSE:APH – Get Free Report) last issued its earnings results on Wednesday, July 29th. The electronics maker reported $0.68 earnings per share for the quarter, topping the consensus estimate of $0.60 by $0.08. The firm had revenue of $8.76 billion during the quarter, compared to analysts’ expectations of $8.26 billion. The company’s quarterly revenue was up 55.0% compared to the same quarter last year. During the same period last year, the business posted $0.41 earnings per share.

Amphenol Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, October 14th. Shareholders of record on Tuesday, September 22nd were given a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date of this dividend was Tuesday, September 22nd.

Insiders Place Their Bets

In related news, CEO Richard Norwitt sold 1,000,000 shares of Amphenol stock in a transaction on Friday, July 31st. The shares were sold at an average price of $80.78, for a total value of $80,785,000.00. Following the completion of the sale, the chief executive officer owned 3,855,014 shares in the company, valued at approximately $311,427,305.99. The trade was a 20.60% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, EVP David M. Silverman sold 240,000 shares of the company’s stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $87.12, for a total transaction of $20,908,800.00. Following the completion of the sale, the executive vice president directly owned 31,344 shares in the company, valued at $2,730,689.28. This represents a 88.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 2,098,608 shares of company stock valued at $172,316,688. Company insiders own 1.42% of the company’s stock.

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in the stock. Pictet Asset Management Holding SA lifted its position in Amphenol by 16.6% in the 1st quarter. Pictet Asset Management Holding SA now owns 629,096 shares of the electronics maker’s stock worth $79,468,000 after buying an additional 89,454 shares in the last quarter. Pacific Excel Wealth Advisors Inc. purchased a new position in Amphenol in the second quarter valued at about $1,927,000. Evelyn Partners Investment Management Services Ltd increased its position in Amphenol by 132.7% in the 1st quarter. Evelyn Partners Investment Management Services Ltd now owns 45,599 shares of the electronics maker’s stock worth $5,761,000 after purchasing an additional 26,000 shares during the last quarter. Gabelli Funds LLC raised its stake in shares of Amphenol by 29.3% during the 1st quarter. Gabelli Funds LLC now owns 193,939 shares of the electronics maker’s stock worth $24,504,000 after purchasing an additional 43,945 shares in the last quarter. Finally, Segall Bryant & Hamill LLC purchased a new stake in shares of Amphenol during the 1st quarter worth about $5,637,000. 97.01% of the stock is currently owned by institutional investors.

Amphenol News Roundup

Here are the key news stories impacting Amphenol this week:

  • Positive Sentiment: AI demand supports the bullish case. Analysts and investors expect strong demand for Amphenol’s connectivity products from data centers and AI infrastructure. One valuation analysis suggests the stock could be approximately 18% undervalued if this growth continues. Amphenol Stock May Be 18% Undervalued As AI Demand Builds
  • Positive Sentiment: Expectations for the earnings report are favorable. Amphenol is expected to report third-quarter results on Wednesday, with investor attention centered on revenue growth, AI-related demand, and management’s outlook. The company’s most recent quarter exceeded analyst expectations, with revenue up 55% year over year, reinforcing optimism ahead of the release. Amphenol to Report Earnings Tomorrow
  • Positive Sentiment: Growth initiatives are attracting investors. Burke Wealth Management highlighted Amphenol’s AI data-center exposure, while other analysis points to potential benefits from CommScope synergies and continued defense-sector growth. Amphenol AI Data Center Exposure Draws Fresh Investment
  • Neutral Sentiment: Technical momentum has improved. APH recently moved above its 200-day moving average, which can signal improving long-term momentum, though some investors question whether the move is an opportunity to take profits rather than initiate new positions. Amphenol Stock Breaks Above Two Hundred Day Moving Average
  • Negative Sentiment: Valuation and operating risks remain. APH trades at a high earnings multiple, while network-related weakness, integration costs, and potentially higher interest burdens following the CommScope transaction could weigh on earnings. Investors may therefore react sharply if guidance fails to match elevated expectations. Should Amphenol Stock Be in Your Portfolio Pre-Q3 Earnings?

About Amphenol

(Get Free Report)

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.

Featured Stories