Amphenol CorporationNYSE: APH
Information Technology · Electronic Components
$142.68
-3.12%
Vol: 4.4M
Research Digest
Friday, May 1, 2026
Amphenol reports record Q1 2026 results with 58% YoY sales growth; Barclays raises PT to $180 citing AI strength
Amphenol delivered record Q1 2026 sales of $7.62B (up 58% YoY) with adjusted EPS of $1.06, exceeding high-end guidance. Orders reached record $9.435B (up 78% YoY) with book-to-bill of 1.24:1. IT datacom segment grew 99%, driven primarily by AI-related products. Q2 2026 guidance of $8.1-8.2B (43-45% YoY growth) came in 5.1% above consensus. Barclays raised PT to $180 on AI strength. Stock up 88.6% YoY. 2026 Annual Meeting scheduled for May 21.
Previous Market Intelligence
13 daysApr 30Amphenol records Q1 net sales of $7.62B (up 58.4% YoY) with Q2 guidance 5.1% above estimatesPositive▶
Amphenol reported record Q1 2026 net sales of $7.62B (+58.4% YoY) and net income of $933M with adjusted diluted EPS of $1.06. Q2 guidance of $8.15B at midpoint exceeded analyst expectations by 5.1%, driven by sustained data-center connectivity demand and benefits from recent acquisitions. Stock rallied 5% post-earnings. Multiple analyst PT increases: UBS to $178 from $170, JPMorgan to $200 from $190, Truist to $200 from $182. Expanded liquid cooling portfolio for AI data centers and electric vehicles. Average 12-month PT at $169.78 with 14 of 15 analysts recommending buy. Strong backlog supports visibility.
Apr 29Amphenol reports record Q1 2026 revenue of $7.62B (+58% YoY) with adjusted EPS of $1.06 and strong Q2 guidance at $8.15B midpointPositive▶
Amphenol reported record Q1 2026 results on April 29 with net sales of $7.62 billion (+58% YoY) and net income of $933 million. Adjusted diluted EPS of $1.06 vs $0.63 YoY. Strong organic growth in IT datacom market driven by AI data center demand, plus acquisitions including CommScope. Record orders resulted in book-to-bill of 1.24:1. Q2 2026 revenue guidance midpoint of $8.15 billion exceeds analyst expectations by 5.1%. Stock up 5% on April 29, with 30-day and YTD gains of ~46%. Average 12-month price target from 14 analysts recommending Buy is $169.78. AI data center and connectivity products are key growth drivers.
Apr 16Amphenol posts record FY2025 results with sales of $23.1B (+52% USD, +38% organic); EPS surges 70% YoY on AI data center interconnect demandPositive▶
Amphenol Corporation reported record fourth quarter and full year 2025 financial results exceeding guidance with $23.1 billion in sales (52% growth in USD, 38% organic growth) and GAAP/Adjusted Diluted EPS of $3.34, up more than 70% YoY. Exceptional organic growth in IT datacom market driven by strong AI data center interconnect demand. Q4 Adjusted Operating Margin reached 27.5%. Leadership transition announced: Martin H. Loeffler will not seek re-election; R. Adam Norwitt will become Chairman at Annual Meeting. Recent analyst downgrades include UBS lowering target to $170 from $174 and Citi cutting to $170 from $180.
Apr 14Amphenol closes up 3.07% with record 2025 sales of $23.1B on AI data center demandPositive▶
Rose 3.07% April 13. Record 2025 sales $23.1B (up 52%). Jefferies upgraded to Buy. Q2 earnings April 29.
Apr 13Citi lowers price target to $170; CCS acquisition from CommScope completed for $10.5BMixed▶
Amphenol completed acquisition of CommScope Connectivity and Cable Solutions (CCS) business valued at ~$10.5B cash. Company projects $4.1B in 2026 CCS revenue. Citi lowered price target to $170 from $180 on April 8. Q1 2026 guidance: $6.9-7.0B sales, $0.91-0.93 EPS. Earnings report April 29, 2026.
Apr 10Amphenol Q4 2025 beats forecasts; Q1 2026 guidance strong; stock up 5.15%.Positive▶
Amphenol reported Q4 2025 revenue of $6.4B (up 49% YoY) and EPS of $0.97, both exceeding forecasts. Full-year 2025 revenue reached $23.1B (up 52% YoY). Q1 2026 guidance projects $6.9-$7.0B sales and $0.91-$0.93 EPS with continued AI and communications growth. Next earnings report due April 29. Issued €500 million in senior notes.
Apr 9Amphenol Citi Price Target Cut to $170; Q4 Record Results Support Long-termNeutral▶
Amphenol's price target was lowered to $170 from $180 at Citi. Despite near-term headwinds, the company reported record Q4 2025 and full-year results. CommScope's $10.5B CCS business acquisition completed, and Trexon $1B acquisition finalized. Strong earnings guidance and diversified portfolio expected to drive 2026 growth.
Apr 8Amphenol Q1 2026 dividend paid; CCS acquisition contributing $900M Q1 revenue.Positive▶
APH at $127.96 (+3.10%). Q1 2026 dividend paid April 14. CCS acquisition from CommScope contributing ~$900M Q1 revenue. Court hearing April 10 on tariff recovery. Q1 earnings April 29 with guidance $0.91-0.93 EPS. 11 analysts rate Strong Buy. 12-month target $154.73.
Apr 7Amphenol hits 52-week low on geopolitical tensions despite strong fundamentals, analyst upgrades, and €500M bond offering.Neutral▶
Amphenol priced €500M senior notes due 2031 at 3.625% on March 24 for debt refinancing and general corporate purposes. JPMorgan raised target from $160 to $185 with Overweight rating while Barclays maintained Overweight at $175. Record Q4 2025 results announced with CEO Norwitt selling 515,281 shares February 12 at $147.27. Stock trading $127.70 (52-week low of $127.70) down 8.38% last 3 months despite 105.7% YoY return. Analyst consensus Buy with $169.17 target implies 32.4% upside as geopolitical risk premium unwinds.
Apr 6Amphenol record Q4 2025 (+49% YoY); Q1 2026 guidance +43% growth; Norwitt named Chairman.Positive▶
APH record Q4 2025 sales +49% YoY; Q1 2026 sales expected $6.90-7.00B (+43%). Completed $4.1B CommScope CCS acquisition (adds ~$0.15 EPS in 2026). CEO R. Adam Norwitt promoted to Chairman effective May 2026. Jefferies upgraded to Buy with $145 PT.
Apr 3Amphenol completes CommScope CCS acquisition for $4.1B expected 2026 revenue with leadership transition to new CEO.Positive▶
Amphenol completed its acquisition of CommScope's CCS business, expected to generate $4.1B in 2026 revenue and contribute $0.15 accretive EPS. Board appointed R. Adam Norwitt as Chairman and CEO effective May 2026. Company issued EUR500M senior notes due 2031 at 3.625%. Q1 2026 dividend approved at $0.25/share. Strong long-term momentum: 1-year return of 89.4%. Q1 2026 earnings scheduled April 29.
Apr 1Amphenol completes $10.5B CommScope CCS acquisition; Board appoints R. Adam Norwitt as Chairman effective May 2026.Positive▶
Amphenol completed acquisition of CommScope's Connectivity and Cable Solutions (CCS) business valued at approximately $10.5 billion, expected to generate full-year 2026 sales of $4.1 billion and $0.15 accretive to 2026 diluted EPS. Board appointed President and CEO R. Adam Norwitt to additional Chairman role effective at May 2026 annual meeting. First quarter 2026 dividend of $0.25 per share approved. Stock declined 12.71% over past month but gained 88.59% over past year.
Mar 31Amphenol completes $10.5B CommScope acquisition, driving record 2025 results with AI data center growth.Positive▶
Amphenol completed $10.5B CommScope acquisition January 9. Record Q4 sales $6.4B up 49%. Full-year sales up 52%. CommScope contributed $3.75B sales. Also acquired Trexon for $1B. Stock surged 88.59% over past year at $127.96.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| APHAMPHENOL | $142.68 | -3.12% | +16.4% | 28.4x | — | $181.1B |
| GLWCORNING | $158.46 | -3.52% | +12.1% | 40.8x | 1.05 | $149.0B |
| NVDANVIDIA | $198.66 | -0.46% | +12.3% | 17.8x | 2.33 | $4.85T |
| AAPLAPPLE | $280.06 | +3.21% | +4.8% | 28.9x | 1.11 | $3.98T |
| MSFTMICROSOFT | $414.02 | +1.53% | +9.4% | 21.2x | 1.11 | $3.03T |
| AVGOBROADCOM | $420.41 | +0.71% | +32.8% | 23.0x | 1.25 | $1.98T |
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