Amphenol (APH)
NYSEInformation TechnologyHardware, Equipment & PartsSnapshot 2026-11-05
$71.64-9.33%
Close 2026-11-05 · 1-day change
NYSEInformation TechnologyHardware, Equipment & PartsSnapshot 2026-11-05
QuarterlyIQ Insights · APH
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Met or beat guidance 75% of the last 8 guided quarters · 2.6% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Amphenol remains focused on expanding its growth opportunities through a deep commitment to developing enabling technologies for customers across our served end markets, an ongoing strategy of mark…
Stated in 7 of 8 supplied quarters. Management reported: “ Amphenol remains focused on expanding its growth opportunities through a deep commitment to developing enabling technologies for customers across our served end markets, an ongoing strategy of market and geographic diversification as well as an active and successful acquisition program.” “As previously disclosed, Amphenol expects the CCS business to generate full-year 2026 sales of approximately $4.1 billion and add approximately $0.15 to Amphenol’s 2026 Adjusted Diluted EPS.” Revenue was $10.230 billion in 2026-Q3.
“ Amphenol remains focused on expanding its growth opportunities through a deep commitment to developing enabling technologies for customers across our served end markets, an ongoing strategy of mark…”
“ Amphenol remains focused on expanding its growth opportunities through a deep commitment to developing enabling technologies for customers across our served end markets, an ongoing strategy of mark…”
“In turn, we have expanded our range of high-technology interconnect products, both through our organic innovation efforts as well as through our successful acquisition program, including the recent a…”
“ Amphenol remains focused on expanding its growth opportunities through a deep commitment to developing enabling technologies for customers across its served end markets, an ongoing strategy of mark…”
“ Amphenol remains focused on expanding its growth opportunities through a deep commitment to developing enabling technologies for customers across our served end markets, an ongoing strategy of mark…”
“ Amphenol remains focused on expanding its growth opportunities through a deep commitment to developing enabling technologies for customers across our served end markets, an ongoing strategy of mark…”
“ Amphenol remains focused on expanding its growth opportunities through a deep commitment to developing enabling technologies for customers across our served markets, an ongoing strategy of market a…”
In turn, we have expanded our range of high-technology interconnect products, both through our organic innovation efforts as well as through our successful acquisition program, including the recent a…
Stated in 2 of 8 supplied quarters. Management reported: “ Mr. Norwitt continued, “ I am very pleased with the Company’s outstanding third quarter 2026 results The revolution in electronics continues to accelerate, with new innovations creating exciting growth opportunities for Amphenol across each of our diversified end markets.” “As previously disclosed, Amphenol expects the CCS business to generate full-year 2026 sales of approximately $4.1 billion and add approximately $0.15 to Amphenol’s 2026 Adjusted Diluted EPS.”
“In turn, we have expanded our range of high-technology interconnect products, both through our organic innovation efforts as well as through our successful acquisition program, including the recent a…”
“As previously disclosed, Amphenol expects the CCS business to generate full-year 2026 sales of approximately $4.1 billion and add approximately $0.15 to Amphenol’s 2026 Adjusted Diluted EPS.”
Our ongoing drive to leverage that competitive advantage and thereby create sustained financial strength has established an excellent base for the Company’s future performance.
Stated in 7 of 8 supplied quarters. Management reported: “ Mr. Norwitt continued, “ I am very pleased with the Company’s outstanding third quarter 2026 results The revolution in electronics continues to accelerate, with new innovations creating exciting growth opportunities for Amphenol across each of our diversified end markets.” “Adjusted Diluted EPS is expected to be in the range of $0.91 to $0.93, representing a 44% to 48% increase from the first quarter of 2025.” Operating income was $3.021 billion in 2026-Q3.
“Our ongoing drive to leverage that competitive advantage and thereby create sustained financial strength has established an excellent base for the Company’s future performance.”
“Our ongoing drive to leverage that competitive advantage and thereby create sustained financial strength has established an excellent base for the Company’s future performance.”
“Our ongoing drive to leverage that competitive advantage and thereby create sustained financial strength has established an excellent base for the Company’s future performance.”
“Our ongoing drive to leverage that competitive advantage and thereby create sustained financial strength has established an excellent base for the Company’s future performance.”
“Our ongoing drive to leverage that competitive advantage and thereby create sustained financial strength has established an excellent base for the Company’s future performance.”
“Our ongoing drive to leverage that competitive advantage and thereby create sustained financial strength has established an excellent base for the Company’s future performance.”
“Our ongoing drive to leverage that competitive advantage and thereby create sustained financial strength has established an excellent base for the Company’s future performance.”
The Company continues to deploy its financial strength in a variety of ways to increase shareholder value.
Stated in 3 of 8 supplied quarters. Management reported: “ Mr. Norwitt continued, “ I am very pleased with the Company’s outstanding third quarter 2026 results The revolution in electronics continues to accelerate, with new innovations creating exciting growth opportunities for Amphenol across each of our diversified end markets.” “Adjusted Diluted EPS is expected to be in the range of $0.91 to $0.93, representing a 44% to 48% increase from the first quarter of 2025.”
“ The Company continues to deploy its financial strength in a variety of ways to increase shareholder value.”
“ The Company continues to deploy its financial strength in a variety of ways to increase shareholder value.”
“ The Company continues to deploy its financial strength in a variety of ways to increase shareholder value.”
Maintain strong profitability with focus on operating margin expansion and efficient cost management.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 3 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated strong grew net income 65% of the time over the next year (vs 52% for the rest of the cohort, n=6380).
Over the trailing year it converted 1.22x of net income into operating cash flow. Historically, Information Technology names rated neutral grew net income 57% of the time over the next year (vs 52% for the rest of the cohort, n=4167).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
19 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Information Technology names rated volatile grew net income 52% of the time over the next year (vs 57% for the rest of the cohort, n=6008).
Not investment advice. As of 2026-11-05.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.