Analyst Consensus ?
ConsensusHold29 ratings
Bullish1655.2%
Neutral1241.4%
Bearish13.4%
Amphenol Corporation · APH · FY2025 Q2 · Calendar Q3 2025
Amphenol: AI datacom growth remains central as guidance holds
The supplied analysis supports a constructive but conditional view: Amphenol’s AI-related datacom demand, portfolio expansion and diversified end markets support continued growth, while durability of demand, capex intensity and margin conversion remain the key tests.
Reported Before market openNYSETechnology
$215.89B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$0.81
Consensus $0.67
EPS surprise
+21.4%
Reported versus consensus
Reported revenue
$5.65B
Consensus $5.04B
Revenue surprise
+12.1%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
-1.1%
Event window
SPY move
+0.9%
Same window
Abnormal move
-1.9%
Stock minus SPY
Volume
3.7×
Versus trailing sessions
Subsequent drift
+7.9%
Up to 20 sessions
APHSPY benchmark
Ask FN2 about APH FY2025 Q2
Transcript, numbers and history already loaded
Why did APH fall 1.1% after beating EPS estimates in FY2025 Q2?What changed in APH's guidance and outlook in FY2025 Q2?Give me the bull and bear case for APH after FY2025 Q2 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The current analysis shifts the emphasis from the prior quarter’s raised guidance and acquisition expansion to maintained guidance, continued AI datacom momentum, additional capacity investment and a more explicit focus on durability, capex and book-to-bill risks.
Guidance delta
Guidance sentiment was maintained. The analysis describes continued growth with modest sequential softening, rather than a new upward revision.
Key takeaways
- AI-driven IT datacom and high-speed interconnect demand remained the main growth engine.
- Management paired expansion plans and acquisitions with higher capital spending and continued capacity investment.
- The setup is strong but depends on the durability of AI demand and the ability to sustain margin conversion as growth moderates.
Management priorities
- Expand IT datacom capacity and high-speed and fiber-optic product development
- Pursue acquisitions in RF and high-tech interconnect markets
- Expand global manufacturing capacity across diversified end markets
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Estimate
Beat
Miss
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Analyst 52W Price Targets
$87.24Current
$42.5Low
$120.14Average
$215High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 9, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| UBS | Buy | Buy | Maintain | Oct 7, 2026 |
| Goldman Sachs | Buy | Buy | Maintain | Oct 6, 2026 |
| BNP Paribas | Outperform | Outperform | Maintain | Sep 22, 2026 |
| TD Cowen | Hold | Hold | Maintain | Sep 9, 2026 |
| Barclays | Overweight | Overweight | Maintain | Sep 8, 2026 |
| Truist Securities | Buy | Buy | Maintain | Jul 30, 2026 |
| Citigroup | Buy | Buy | Maintain | Jul 30, 2026 |
| B of A Securities | Buy | Buy | Maintain | Jul 9, 2026 |
| JP Morgan | Overweight | Overweight | Maintain | Apr 30, 2026 |
| Evercore ISI Group | Outperform | Outperform | Maintain | Apr 30, 2026 |
| Jefferies | Buy | Hold | Upgrade | Mar 31, 2026 |
| Baird | Outperform | Outperform | Maintain | Oct 10, 2025 |
| TD Securities | Hold | Hold | Maintain | May 1, 2025 |
| Stifel | Hold | Hold | Maintain | Jun 13, 2024 |
| Credit Suisse | Neutral | Outperform | Downgrade | May 19, 2023 |
| RBC Capital | Sector Perform | Sector Perform | Maintain | Jul 28, 2022 |
| Cowen & Co. | Market Perform | Market Perform | Maintain | Jul 1, 2022 |
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | Jun 10, 2022 |
| Wells Fargo | Overweight | Overweight | Maintain | Apr 23, 2020 |
| Cross Research | Sell | Hold | Downgrade | Jan 21, 2020 |
| Longbow Research | Neutral | Buy | Downgrade | Jun 17, 2019 |
| SunTrust Robinson Humphrey | Buy | Hold | Upgrade | Apr 2, 2019 |
| Stifel Nicolaus | Hold | Hold | Maintain | Jul 26, 2018 |
| Deutsche Bank | Buy | Buy | Maintain | Oct 26, 2017 |
| Bank of America | Buy | Neutral | Upgrade | Sep 29, 2017 |
| Macquarie | Outperform | Outperform | Maintain | Sep 4, 2014 |
| Cantor Fitzgerald | Hold | Hold | Maintain | Sep 19, 2013 |
| Topeka | Hold | Hold | Maintain | May 7, 2012 |
| KeyBanc | Hold | Hold | Maintain | Apr 10, 2012 |
Named analyst price targets
Upside is calculated against the persisted current price $87.24. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| UBS | Joseph Spak | $105 | $88.62 | +20.4% | Oct 7, 2026 |
| Industrial Alliance Securities | Analyst unavailable | $116 | $87.27 | +33.0% | Oct 6, 2026 |
| Bernstein | Varun Govindaraj | $99 | $82.84 | +13.5% | Sep 23, 2026 |
| Barclays | Guy Hardwick | $100 | $82.78 | +14.6% | Sep 8, 2026 |
| UBS | Joseph Spak | $197 | $155.61 | +125.8% | Jul 30, 2026 |
| Barclays | Guy Hardwick | $200 | $159.06 | +129.3% | Jul 13, 2026 |
| UBS | Analyst unavailable | $185 | $164.16 | +112.1% | Jul 9, 2026 |
| Barclays | Analyst unavailable | $198 | $138.81 | +127.0% | Jun 8, 2026 |
| Barclays | Analyst unavailable | $180 | $142.3 | +106.3% | May 4, 2026 |
| Seaport Global | Analyst unavailable | $215 | $146.36 | +146.4% | Apr 30, 2026 |
| UBS | Joseph Spak | $178 | $144.02 | +104.0% | Apr 30, 2026 |
| Truist Financial | Analyst unavailable | $200 | $148.38 | +129.3% | Apr 30, 2026 |
| Robert W. Baird | Luke Junk | $177 | $148.38 | +102.9% | Apr 30, 2026 |
| UBS | Analyst unavailable | $170 | $145.27 | +94.9% | Apr 14, 2026 |
| Piper Sandler | Analyst unavailable | $165 | $135.18 | +89.1% | Mar 17, 2026 |
| Seaport Global | Analyst unavailable | $210 | $149.52 | +140.7% | Jan 29, 2026 |
| Barclays | Guy Hardwick | $175 | $145.96 | +100.6% | Jan 29, 2026 |
| Evercore ISI | Analyst unavailable | $165 | $152.54 | +89.1% | Jan 20, 2026 |
| Goldman Sachs | Analyst unavailable | $183 | $146.75 | +109.8% | Jan 15, 2026 |
| UBS | Analyst unavailable | $174 | $148.97 | +99.4% | Jan 14, 2026 |
| Truist Financial | Analyst unavailable | $182 | $144.16 | +108.6% | Jan 13, 2026 |
| Barclays | Analyst unavailable | $156 | $140.16 | +78.8% | Jan 12, 2026 |
| US Capital Advisors | Steven Fox | $165 | $140.14 | +89.1% | Jan 9, 2026 |
| Truist Financial | William Stein | $180 | $129.61 | +106.3% | Dec 19, 2025 |
| Truist Financial | Analyst unavailable | $147 | $135.03 | +68.5% | Oct 23, 2025 |
| UBS | Joseph Spak | $152 | $128.93 | +74.2% | Oct 23, 2025 |
| Goldman Sachs | Analyst unavailable | $154 | $128.93 | +76.5% | Oct 23, 2025 |
| Robert W. Baird | Luke Junk | $139 | $126.25 | +59.3% | Oct 10, 2025 |
| UBS | Analyst unavailable | $120 | $124.53 | +37.6% | Oct 7, 2025 |
| UBS | Joseph Spak | $145 | $124.2 | +66.2% | Oct 6, 2025 |
| Goldman Sachs | Analyst unavailable | $139 | $122.6 | +59.3% | Sep 29, 2025 |
| Industrial Alliance Securities | Mark Delaney | $115 | $98.31 | +31.8% | Jul 11, 2025 |
| UBS | Joseph Spak | $85 | $75.16 | -2.6% | Apr 24, 2025 |
| US Capital Advisors | Steven Fox | $85 | $74.18 | -2.6% | Apr 24, 2025 |
| Seaport Global | Scott Graham | $80 | $69.48 | -8.3% | Oct 24, 2024 |
| Truist Financial | William Stein | $82 | $68.47 | -6.0% | Oct 24, 2024 |
| Bank of America Securities | Wamsi Mohan | $74 | $68.47 | -15.2% | Oct 23, 2024 |
| Seaport Global | Scott Graham | $76 | $64.24 | -12.9% | Jul 26, 2024 |
| Stifel Nicolaus | Matthew Sheerin | $66 | $68.69 | -24.3% | Jun 12, 2024 |
| Evercore ISI | Amit Daryanani | $75 | $68.69 | -14.0% | Jun 12, 2024 |
| Robert W. Baird | Luke Junk | $68.5 | $66.68 | -21.5% | May 21, 2024 |
| Evercore ISI | Amit Daryanani | $75 | $65.98 | -14.0% | May 16, 2024 |
| Truist Financial | William Stein | $68 | $58.39 | -22.1% | Apr 25, 2024 |
| UBS | Chris Snyder | $69 | $58.16 | -20.9% | Apr 25, 2024 |
| Robert W. Baird | Luke Junk | $62 | $58.16 | -28.9% | Apr 25, 2024 |
| Evercore ISI | Amit Daryanani | $65 | $58.16 | -25.5% | Apr 24, 2024 |
| Jefferies | Saree Boroditsky | $62.5 | $58.31 | -28.4% | Apr 9, 2024 |
| Credit Suisse | Analyst unavailable | $93 | $80.19 | +6.6% | Dec 13, 2022 |
| Goldman Sachs | Mark Delaney | $83 | $65.06 | -4.9% | Jun 13, 2022 |
| Citigroup | Analyst unavailable | $90 | $71.28 | +3.2% | Apr 28, 2022 |
| Morgan Stanley | Analyst unavailable | $79 | $68.74 | -9.4% | Apr 25, 2022 |
| Citigroup | Jim Suva | $100 | $87.71 | +14.6% | Dec 29, 2021 |
| J.P. Morgan | Samik Chatterjee | $42.5 | $41.59 | -51.3% | Dec 13, 2021 |
| UBS | Christopher Snyder | $82 | $68.02 | -6.0% | Apr 29, 2021 |
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Start freeCompany context
Snapshot as of publicationAmphenol Corporation, alongside its numerous subsidiaries, operates globally as a prominent designer, manufacturer, and distributor of electrical, electronic, and fiber optic connectors. Its market reach extends across the United States, China, and various international territories. The company is organized into three primary operational divisions: Harsh Environment Solutions, Communications Solutions, and Interconnect and Sensor Systems. Amphenol's comprehensive product lineup features an extensive array of connectors and integrated connector systems. These include specialized interconnects engineered for demanding conditions (covering data, power, high-speed, fiber optic, and radio frequency applications), in addition to busbars and complete power distribution systems. Beyond these core offerings, the company provides value-added products such as backplane interconnect systems, bespoke cable assemblies and harnesses, and cable management solutions.…
Historical context
All APH earningsTechnology peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| ACN Accenture plc | FY2026 Q4 · Calendar Q4 2026 | +3.5% | +15.8% | Accenture: AI demand supports strong Q4, while pricing and geopolitics remain risks |
| JBL Jabil Inc. | FY2026 Q4 · Calendar Q3 2026 | +8.1% | -10.0% | Jabil enters FY2027 with AI-led growth and capacity risks |
| MU Micron Technology, Inc. | FY2026 Q4 · Calendar Q3 2026 | +5.4% | +0.0% | Micron: Strong AI Memory Demand, Higher Capex, and HBM4E Ahead |
| SNX TD Synnex Corp | FY2026 Q3 · Calendar Q3 2026 | +20.9% | -9.9% | TD SYNNEX: AI-led growth accelerates, but mix and cash flow matter |
| ADBE Adobe Inc. | FY2026 Q3 · Calendar Q3 2026 | +0.8% | +1.4% | Adobe raises FY26 outlook as AI strategy broadens |
| ORCL Oracle Corporation | FY2027 Q1 · Calendar Q3 2026 | +10.3% | -1.7% | Oracle raises FY27 outlook as AI demand accelerates cloud growth |
Latest beats and misses
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:55.686058+00:00
- Polygon adjusted daily market bars · 2026-10-09T20:30:44.424801+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-09T20:30:44.421952+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-09. For educational purposes only; not investment advice.