APH
AmphenolPrevious close
79.30
Change
−2.78 / −3.39%
P/E (TTM) ?
33.0
Market Cap
$192B
1M
−5.93%
S&P 500 −0.91% over same period
Volume / Avg Volume
16.6M / 13.9M
1.19× average
Latest earnings analysisFY2026 Q2Reported 2026-07-29
Amphenol Q2 FY2026: sales up 55%, adjusted EPS up 67%, Q3 guided higher
Amphenol's June 2026 quarter was a blowout: sales of $8.76 billion, up 55.0% from a year earlier, adjusted EPS of $1.35, up 67.0%, and a Q3 sales guide at least 50.0% above last year. The question is quality. Acquisitions supplied 24.0% of the growth and $80 million of tariff recoveries lifted profit, so read the headline numbers as strong but flattered.
Read the full analysis →Revenue$8.76BYoY +55.00%
EPS (non-GAAP)$1.35Beatest. $0.60
Next-quarter revenue guidance$9.35B ±0.5%YoY +6.80%
Next-day move+6.32%
Recent Earnings
Click to read the FinDog analysis| Period | Reported | Revenue | Analysis |
|---|---|---|---|
| FY2026 Q2 Quarter ended 2026-06 | 2026-07-29 | $8.8B | Read analysis → |
| FY2026 Q1 Quarter ended 2026-03 | 2026-04-29 | $7.6B | Pending |
| FY2025 Q4 Quarter ended 2025-12 | 2026-01-28 | $23.1B | Pending |
| FY2025 Q3 Quarter ended 2025-09 | 2025-10-22 | $6.2B | Pending |
| FY2025 Q2 Quarter ended 2025-06 | 2025-07-23 | $5.7B | Pending |
| FY2025 Q1 Quarter ended 2025-03 | 2025-04-23 | $4.8B | Pending |
Decision Panel
Trends · Valuation · Earnings reaction · Guidance credibility — all from company filings and market dataValuation
P/E is at percentile 99 of its 5-year rangeExpensive
5-year range 17.2 – 30.5 · Median 22.8
Last 4 quarters: $802M in buybacks + $1.1B in dividends, 1.00% of market cap combined
P/E (TTM)
33.0
P/B
11.5
P/S
5.9
Dividend Yield
0.97%
Earnings Reaction
Over the last 6 reports, the stock moved ±4.2% on average on the first trading day after, rising 5 times
Most recent +6.32%
Volatility & Correlation
1-year beta 1.88 · Correlation with S&P 500 0.52High beta
Annualized volatility 46% vs. 13% for the S&P 500
Insider Trading
View all →Last 90 days · Open-market buys and sells by officers and directors · Amounts in USD millions
Buy 0 · $0.00MSell 4 · $180MNet selling $180M
- 08-05Silverman David MEVP, Human ResourcesSell$20.9M120,000 shares · Avg price 174.24
- 08-04Lampo Craig AEVP& CFOSell$32.3M193,200 shares · Avg price 167.31
- 08-03D'AMICO LANCE EEVP, Secretary & GenCounselSell$16.2M100,000 shares · 3 trades · Avg price 161.90
- 07-31NORWITT RICHARD ADAMPresident & CEOSell$111M686,104 shares · 2 trades · Avg price 161.76
Multi-Quarter Financial Trends
View all quarters →Last 12 quarters · As reported by the company
| Quarter | Revenue ($B) | YoY | Gross Margin | Net Income ($B) | EPS |
|---|---|---|---|---|---|
| FY2026 Q3 | 10.23 | +65.1% | 39.3% | 2.03 | 0.79 |
| FY2026 Q2 | 8.76 | +55.0% | 40.5% | 1.77 | 1.37 |
| FY2026 Q1 | 7.62 | +58.4% | 36.7% | 0.93 | 0.72 |
| FY2025 Q4 | 6.44 | +49.1% | 38.2% | 1.20 | 1.41 |
| FY2025 Q3 | 6.19 | +53.4% | 38.1% | 1.25 | 0.49 |
| FY2025 Q2 | 5.65 | +56.5% | 36.3% | 1.09 | 0.86 |
| FY2025 Q1 | 4.81 | +47.7% | 34.2% | 0.74 | 0.58 |
| FY2024 Q4 | 4.32 | +29.8% | 34.3% | 0.75 | 0.59 |
| FY2024 Q3 | 4.04 | +26.2% | 33.6% | 0.60 | 0.48 |
| FY2024 Q2 | 3.61 | +18.2% | 33.6% | 0.52 | 0.41 |
| FY2024 Q1 | 3.26 | +9.5% | 33.4% | 0.55 | 0.44 |
| FY2023 Q4 | 3.33 | +2.7% | 33.1% | 0.51 | 0.06 |
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