Amphenol Corporation · APH · Next earnings

Amphenol Corporation reports Wednesday, Jan 27, 2027

APH reports before market open with consensus EPS at $0.80 and revenue at $10.45B. Last quarter: Amphenol posts record Q3 as AI datacom demand accelerates

Reports Before market open83 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $0.80 Calendar consensus
Consensus revenue $10.45B Calendar consensus
Report date Jan 27, 2027 Wednesday, date estimated
Session Before market open 83 days away

Where APH left off: FY2026 Q3

Full report

Amphenol posts record Q3 as AI datacom demand accelerates

EPS surprise +9.7% Reported $0.80 vs $0.73
Revenue surprise +7.8% Reported $10.23B vs $9.49B
Stock move +3.5% Event window
Subsequent drift 0.0% Up to 20 sessions

Guidance sentiment was maintained. Management outlined a bullish fourth-quarter and full-year 2026 outlook, including approximately 60% sales growth and 70% EPS growth year over year.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Supply-chain constraints involving glass, fiber and other raw materials could limit execution.
  • A slowdown in communications-networks spending could weaken demand.
  • Recent acquisitions could create margin pressure during integration.
  • Geopolitical volatility could affect defense budgets.
  • The pace of AI-driven demand remains uncertain.

Questions analysts left open

  • Whether margin expansion can be sustained during acquisition integration.
  • The contribution and path of CommScope toward corporate margin levels.
  • Supply-chain flexibility for fiber and glass components.
  • The capital-intensity outlook as growth accelerates.
  • How evolving NVIDIA architectures may affect interconnect demand.

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Recent APH quarters

All APH earnings
+3.5%FY2026 Q3+4.5%FY2026 Q2+3.2%FY2026 Q1-12.2%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.