Amphenol (APH)
NYSEInformation TechnologyElectronic ComponentsSnapshot 2026-07-07
$158.61-4.92%
Close 2026-07-07 · 1-day change
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Track APH free→Amphenol is growing fast with revenue up about 50% year over year. It is a key supplier for AI data centers, boosting sales to $8.15 billion in Q2 2026. EPS is expected to rise to about $1.15 next quarter. The company integrates a $4.1 billion acquisition to expand its cable business.
Growth may slow if AI demand weakens or integration of the new business falters. Debt issuance could pressure capital allocation. Profit margins might shrink if costs rise or competition intensifies.
The stock trades about 16% above our fair value near $138, reflecting analysts' 29.5% revenue growth expectation. Our fair value is 23% below the Street median, suggesting some caution versus bullish consensus.
Breaks if: CCS sales fall below $4.1 billion in 2026
Focus on integrating the Connectivity and Cable Solutions business acquired from CommScope.
Stated in 2 of last 2 quarters. The CCS business is expected to generate $4.1 billion in sales for 2026. The acquisition was completed in January 2026, and management has reiterated its focus on integration, indicating a consistent strategic priority.
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“Amphenol expects the CCS business to generate full-year 2026 sales of approximately $4.1 billion.”
“Signed agreement to acquire CommScope’s CCS business, and closed on the acquisition in January 2026.”
Breaks if: Debt issuance leads to credit rating downgrade or capital allocation cuts
Breaks if: Q2 2026 EPS falls below $1.14
Target to achieve EPS in the range of $1.14 to $1.16 for Q2 2026.
Stated in 2 of last 2 quarters. EPS is expected to be between $1.14 and $1.16 for Q2 2026. Previous quarters have shown strong EPS growth, with Q4 2025 EPS at $0.93, indicating a focus on achieving higher profitability targets.
“Adjusted Diluted EPS is expected to be in the range of $1.14 to $1.16.”
“GAAP Diluted EPS of $0.93, up 58% compared to prior year.”
Breaks if: Q2 2026 revenue falls below $8.1 billion
Aim to achieve sales growth in the second quarter of 2026.
Stated in 2 of last 2 quarters. Sales are expected to be between $8.1 billion and $8.2 billion for Q2 2026. This guidance reflects a focus on growth, with previous quarters showing strong sales increases, indicating a trajectory of delivering on growth targets.
“Amphenol expects sales to be in the range of $8.1 billion to $8.2 billion for Q2 2026.”
“Sales of $6.4 billion, up 49% in U.S. dollars and 37% organically compared to the fourth quarter of 2024.”