FMP
Jan 27, 2026
Amphenol Corporation (NYSE:APH) is a leading provider of electronic and fiber optic connectors, cable and interconnect systems, antennas, sensors, and sensor-based products. The company serves a wide range of industries, including automotive, broadband communications, commercial aerospace, industrial, information technology, and data communications. As a key player in the electronics industry, Amphenol competes with companies like TE Connectivity and Molex.
On January 28, 2026, Amphenol is set to release its quarterly earnings, with Wall Street estimating an earnings per share (EPS) of $0.93 and revenue of approximately $6.22 billion. The company anticipates significant growth in its fourth-quarter 2025 earnings, driven by strong demand in AI infrastructure, defense, aerospace, and strategic acquisitions. Amphenol projects its EPS to be between $0.89 and $0.91, reflecting a year-over-year increase of 62% to 65%.
Amphenol expects its revenues to range from $6 billion to $6.1 billion, marking a 39% to 41% growth compared to the previous year. In the third quarter of 2025, orders surged by 38% year over year, reaching $6.1 billion, with this momentum expected to continue into the fourth quarter. The Zacks Consensus Estimate for Amphenol's fourth-quarter revenues is slightly lower, at $5.84 billion, but still indicates robust growth.
The market is closely watching the upcoming earnings report, as it could significantly impact the stock's price. If Amphenol's actual results surpass the expected earnings of $0.93 per share, the stock may experience an upward movement. Conversely, a miss on these expectations could lead to a decline in stock value. The sustainability of any immediate price changes and future earnings projections will largely depend on the management's discussion of business conditions during the earnings call.
Amphenol's financial metrics reveal a price-to-earnings (P/E) ratio of approximately 49.74, indicating that investors are willing to pay nearly 50 times the company's earnings over the past year. The price-to-sales ratio stands at about 9.08, suggesting that the market values the company at over nine times its annual sales. The enterprise value to sales ratio is slightly higher at 9.28, reflecting the company's total valuation in relation to its sales.
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