What is Seaport Res Ptn’s Forecast for Amphenol Q1 Earnings?

Amphenol Corporation (NYSE:APH) – Stock analysts at Seaport Res Ptn lifted their Q1 2026 EPS estimates for Amphenol in a report released on Wednesday, October 22nd. Seaport Res Ptn analyst S. Graham now expects that the electronics maker will post earnings per share of $0.81 for the quarter, up from their previous forecast of $0.74. The consensus estimate for Amphenol’s current full-year earnings is $2.36 per share. Seaport Res Ptn also issued estimates for Amphenol’s Q2 2026 earnings at $0.93 EPS.

Amphenol (NYSE:APH) last issued its quarterly earnings data on Wednesday, October 22nd. The electronics maker reported $0.93 EPS for the quarter, beating the consensus estimate of $0.79 by $0.14. The company had revenue of $6.19 billion during the quarter, compared to analysts’ expectations of $5.54 billion. Amphenol had a net margin of 18.22% and a return on equity of 33.46%. Amphenol’s revenue for the quarter was up 53.4% on a year-over-year basis. During the same quarter in the previous year, the company earned $0.50 earnings per share. Amphenol has set its FY 2025 guidance at 3.260-3.280 EPS. Q4 2025 guidance at 0.890-0.910 EPS.

APH has been the subject of several other research reports. Bank of America raised shares of Amphenol from a “neutral” rating to a “buy” rating and boosted their price objective for the company from $120.00 to $150.00 in a research note on Wednesday, October 15th. Wall Street Zen raised shares of Amphenol from a “buy” rating to a “strong-buy” rating in a research note on Saturday. UBS Group set a $152.00 price objective on shares of Amphenol and gave the company a “buy” rating in a research note on Thursday. Truist Financial boosted their price objective on shares of Amphenol from $126.00 to $147.00 and gave the company a “buy” rating in a research note on Thursday. Finally, Barclays started coverage on shares of Amphenol in a research report on Wednesday, October 8th. They set an “equal weight” rating and a $120.00 target price for the company. Ten research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Amphenol currently has a consensus rating of “Moderate Buy” and an average target price of $129.77.

Amphenol Price Performance

Shares of NYSE:APH opened at $133.80 on Friday. The company has a 50 day moving average of $119.39 and a 200 day moving average of $100.45. The stock has a market cap of $163.35 billion, a P/E ratio of 44.60, a P/E/G ratio of 1.63 and a beta of 1.17. Amphenol has a 12 month low of $56.45 and a 12 month high of $137.65. The company has a current ratio of 2.07, a quick ratio of 1.46 and a debt-to-equity ratio of 0.57.

Institutional Investors Weigh In On Amphenol

Hedge funds have recently made changes to their positions in the business. Hughes Financial Services LLC bought a new stake in shares of Amphenol in the 1st quarter worth approximately $25,000. Opal Wealth Advisors LLC bought a new stake in shares of Amphenol in the 2nd quarter worth approximately $25,000. Financial Management Professionals Inc. lifted its holdings in shares of Amphenol by 82.6% in the 3rd quarter. Financial Management Professionals Inc. now owns 199 shares of the electronics maker’s stock worth $25,000 after acquiring an additional 90 shares during the last quarter. Riggs Asset Managment Co. Inc. lifted its holdings in shares of Amphenol by 200.0% in the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock worth $25,000 after acquiring an additional 168 shares during the last quarter. Finally, Howard Hughes Medical Institute bought a new stake in Amphenol during the 2nd quarter valued at $26,000. 97.01% of the stock is currently owned by institutional investors.

Insider Activity at Amphenol

In other Amphenol news, CFO Craig A. Lampo sold 40,076 shares of Amphenol stock in a transaction that occurred on Monday, August 25th. The shares were sold at an average price of $110.56, for a total transaction of $4,430,802.56. Following the completion of the sale, the chief financial officer directly owned 39,884 shares in the company, valued at $4,409,575.04. The trade was a 50.12% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider William J. Doherty sold 113,000 shares of the business’s stock in a transaction that occurred on Monday, August 11th. The stock was sold at an average price of $110.29, for a total transaction of $12,462,770.00. The disclosure for this sale can be found here. In the last ninety days, insiders have sold 665,924 shares of company stock valued at $73,369,357. Company insiders own 1.67% of the company’s stock.

Amphenol Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, January 7th. Shareholders of record on Tuesday, December 16th will be given a dividend of $0.25 per share. The ex-dividend date is Tuesday, December 16th. This is a boost from Amphenol’s previous quarterly dividend of $0.17. This represents a $1.00 annualized dividend and a yield of 0.7%. Amphenol’s dividend payout ratio (DPR) is presently 26.29%.

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.