Amphenol Sets Q1 2026 Earnings Guidance Above Expectations

Amphenol Corporation (NYSE: APH) has released its earnings guidance for the first quarter of 2026, projecting earnings per share (EPS) between $0.910 and $0.930. This forecast surpasses the consensus EPS estimate of $0.880. The company also anticipates revenue in the range of $6.9 billion to $7.0 billion, exceeding analysts’ expectations of $6.4 billion.

Analyst insights have varied recently regarding Amphenol’s stock performance. On January 9, 2026, Fox Advisors reaffirmed an “outperform” rating. Just days later, on January 15, the Goldman Sachs Group maintained a “buy” rating while setting a price target of $183.00. Additionally, JPMorgan Chase & Co. raised its target price from $160.00 to $185.00 and gave the company an “overweight” rating.

Despite these positive ratings, Wall Street Zen adjusted its stance, lowering Amphenol from a “strong-buy” to a “buy” rating on November 2, 2025. Currently, eleven analysts rate the stock as a buy, while two have assigned a hold rating. According to data from MarketBeat, Amphenol enjoys a consensus rating of “Moderate Buy” with an average price target of $151.00.

Recent Earnings Overview

Amphenol’s last quarterly earnings report, released on January 28, 2026, showed an EPS of $0.97, surpassing the consensus estimate of $0.93 by $0.04. The company reported revenues of $6.44 billion, which exceeded the forecast of $6.19 billion and marked a 49.1% increase compared to the same quarter the previous year. The company has set a strong precedent for its upcoming guidance, as it had a return on equity of 33.46% and a net margin of 18.22%.

Analysts project that Amphenol will achieve an EPS of 2.36 for the fiscal year. The company’s recent performance reflects a robust operational strategy and market demand, particularly in the data communication and telecommunications sectors.

Insider Transactions and Market Trends

In other news, CFO Craig A. Lampo sold 40,076 shares of Amphenol on November 11, 2025, at an average price of $143.50, totaling approximately $5.75 million. This sale reduced his ownership to 39,884 shares, valued at around $5.72 million.

Similarly, Vice President David M. Silverman sold 120,000 shares on November 3, 2025, at an average price of $141.17, amounting to nearly $16.94 million. Following this transaction, Silverman retained 12,500 shares valued at about $1.76 million. Over the past three months, insiders have sold a total of 498,076 shares valued at approximately $70.99 million. Currently, insiders hold 1.67% of the company’s stock.

Institutional investors have also been active, with several firms adjusting their holdings in Amphenol. For instance, Binnacle Investments Inc increased its stake by 10.0% during the third quarter, now owning 891 shares valued at $110,000. CYBER HORNET ETFs LLC raised its holdings by 3.7%, while Sunbelt Securities Inc grew its stake by 54.6%. Institutional investors collectively own 97.01% of Amphenol’s stock.

Amphenol remains a key player in the electronics sector, manufacturing a wide range of connectors and interconnect systems used across various end markets, including automotive, telecommunications, and military applications. The company’s strategic guidance and favorable analyst ratings suggest a positive outlook as it approaches the first quarter of 2026.