Amphenol Corporation · APH · Next earnings

Amphenol Corporation reports Wednesday, Oct 28, 2026

APH reports before market open with consensus EPS at $0.72 and revenue at $9.39B. Last quarter: Amphenol Q1 2026: Record $7.6B Revenue, EPS Beats by 13% as AI Demand Accelerates

Reports Before market open38 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $0.72 Calendar consensus
Consensus revenue $9.39B Calendar consensus
Report date Oct 28, 2026 Wednesday, date estimated
Session Before market open 38 days away

Where APH left off: FY2026 Q1

Full report

Amphenol Q1 2026: Record $7.6B Revenue, EPS Beats by 13% as AI Demand Accelerates

EPS surprise +12.6% Reported $1.06 vs $0.94
Revenue surprise +7.6% Reported $7.62B vs $7.08B
Stock move +3.2% Event window
Subsequent drift -0.5% Up to 20 sessions

Management maintained guidance sentiment, projecting Q2 2026 sales of $8.1-8.2B and adjusted EPS of $1.14-1.16, implying continued sequential acceleration from the already-strong Q1 results. Capex outlook increased to support AI-driven capacity ramps. The prior quarter's Q1 guidance of $6.9-7.0B in sales and $0.91-0.93 EPS was exceeded by a wide margin, suggesting either management conservatism or genuinely stronger-than-anticipated demand across AI datacom, defense, and industrial end markets.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Ongoing tax dispute and higher effective tax rate of 27% in China
  • Potential volatility in AI-related spending cycles if hyperscaler demand moderates
  • Geopolitical tensions affecting defense markets and supply-chain stability
  • Cost inflation and pricing pressure despite strong margin performance
  • Integration risk associated with the CommScope and other recent acquisitions

Questions analysts left open

  • Impact and revenue potential of CPO (co-package optics) technology
  • Long-term capacity agreements with hyperscalers and their durability
  • Supply constraints for fiber preforms and bare fiber
  • Pricing power and ability to pass through inflationary costs to customers
  • Competitive landscape in emerging optical solutions, notably versus Corning

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Recent APH quarters

All APH earnings
+3.2%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

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.