FY2025 EPS Estimates for Amphenol Boosted by Zacks Research

Amphenol Corporation (NYSE:APH) – Equities researchers at Zacks Research upped their FY2025 earnings per share (EPS) estimates for shares of Amphenol in a research report issued to clients and investors on Tuesday, September 9th. Zacks Research analyst Team now forecasts that the electronics maker will post earnings of $2.98 per share for the year, up from their previous forecast of $2.92. The consensus estimate for Amphenol’s current full-year earnings is $2.36 per share. Zacks Research also issued estimates for Amphenol’s Q4 2025 earnings at $0.77 EPS, Q1 2026 earnings at $0.75 EPS, Q2 2026 earnings at $0.84 EPS, Q3 2026 earnings at $0.87 EPS, Q4 2026 earnings at $0.89 EPS, FY2026 earnings at $3.34 EPS, Q1 2027 earnings at $0.85 EPS, Q2 2027 earnings at $0.92 EPS and FY2027 earnings at $3.62 EPS.

Amphenol (NYSE:APH) last announced its quarterly earnings data on Wednesday, July 23rd. The electronics maker reported $0.81 earnings per share for the quarter, beating the consensus estimate of $0.66 by $0.15. The firm had revenue of $5.65 billion during the quarter, compared to analysts’ expectations of $5.01 billion. Amphenol had a return on equity of 30.58% and a net margin of 16.90%.The company’s quarterly revenue was up 56.5% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.44 EPS. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS.

APH has been the topic of several other research reports. Bank of America lifted their price target on Amphenol from $110.00 to $120.00 and gave the company a “neutral” rating in a research note on Tuesday, August 5th. KGI Securities started coverage on Amphenol in a research note on Thursday, June 26th. They issued a “hold” rating on the stock. JPMorgan Chase & Co. lifted their price target on Amphenol from $120.00 to $125.00 and gave the company an “overweight” rating in a research note on Thursday, July 24th. Citigroup boosted their price objective on Amphenol from $115.00 to $125.00 and gave the stock a “buy” rating in a research report on Thursday, July 24th. Finally, Truist Financial boosted their price objective on Amphenol from $102.00 to $126.00 and gave the stock a “buy” rating in a research report on Thursday, July 24th. Eight analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Amphenol has an average rating of “Moderate Buy” and an average price target of $105.62.

Amphenol Trading Up 2.2%

Shares of APH opened at $119.38 on Wednesday. Amphenol has a 52-week low of $56.45 and a 52-week high of $120.80. The business’s fifty day moving average is $106.65 and its 200-day moving average is $87.32. The company has a debt-to-equity ratio of 0.61, a quick ratio of 1.46 and a current ratio of 2.02. The firm has a market cap of $145.75 billion, a price-to-earnings ratio of 47.56, a PEG ratio of 1.87 and a beta of 1.15.

Amphenol Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, October 8th. Shareholders of record on Tuesday, September 16th will be given a $0.165 dividend. This represents a $0.66 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date is Tuesday, September 16th. Amphenol’s payout ratio is 26.29%.

Insider Buying and Selling

In other news, CFO Craig A. Lampo sold 40,076 shares of the business’s stock in a transaction dated Monday, August 25th. The stock was sold at an average price of $110.56, for a total value of $4,430,802.56. Following the transaction, the chief financial officer directly owned 39,884 shares of the company’s stock, valued at $4,409,575.04. The trade was a 50.12% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, VP Lance E. D’amico sold 100,000 shares of the business’s stock in a transaction dated Monday, August 18th. The shares were sold at an average price of $110.60, for a total value of $11,060,000.00. Following the completion of the transaction, the vice president directly owned 76,400 shares in the company, valued at $8,449,840. This represents a 56.69% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last quarter, insiders have sold 665,924 shares of company stock worth $73,369,357. Corporate insiders own 1.67% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in the business. Osaic Holdings Inc. lifted its stake in shares of Amphenol by 10.5% in the 2nd quarter. Osaic Holdings Inc. now owns 103,716 shares of the electronics maker’s stock valued at $10,244,000 after purchasing an additional 9,879 shares during the period. American Trust lifted its stake in shares of Amphenol by 2.4% in the 2nd quarter. American Trust now owns 53,364 shares of the electronics maker’s stock valued at $5,270,000 after purchasing an additional 1,253 shares during the period. Evolution Wealth Management Inc. acquired a new position in shares of Amphenol in the 2nd quarter valued at about $31,000. MASTERINVEST Kapitalanlage GmbH acquired a new position in shares of Amphenol in the 2nd quarter valued at about $490,000. Finally, Promus Capital LLC lifted its stake in shares of Amphenol by 22.3% in the 2nd quarter. Promus Capital LLC now owns 16,266 shares of the electronics maker’s stock valued at $1,606,000 after purchasing an additional 2,964 shares during the period. 97.01% of the stock is owned by institutional investors and hedge funds.

About Amphenol

Amphenol Corporation, together with its subsidiaries, primarily designs, manufactures, and markets electrical, electronic, and fiber optic connectors in the United States, China, and internationally. It operates through three segments: Harsh Environment Solutions, Communications Solutions, and Interconnect and Sensor Systems.