APH Amphenol Corp. - Ordinary Shares - Class A

$APH Q3 '26 Earnings Results & Recap Amphenol expects Q4 2026 sales of $10.3B and Adjusted Diluted EPS of $0.81 to $0.83; FY2026 sales of $36.9B and EPS of $2.82 to $2.84.

$APH | Amphenol Q3 2026 Earnings - Net Sales: $10.2B (est $9.5B) - Organic Sales: +37% (est +30.3%) - Adj EPS: 80c - Sees Q4 Adj EPS: 81c To 83c - Sees FY Sales: $36.9B To $37.1B (est $35.68B) - Announces A New 3Y, $4B Buyback Program

$APH Goldman Sachs analyst out with a bullish note. Raised his 12-month price target to $116 to better reflect data center capex growth. Cites $APH's expanding role as a critical global supplier of fiber-optic interconnect capabilities, electronic components, and connectors needed to support escalating AI infrastructure demand. $APH is expected to report Q3 earnings on Oct 28th. Amphenol expects sales to be in the range of $9.3 -$9.4B, representing a 50% to 52% increase YOY. Adjusted Diluted EPS is expected to be in the range of $1.40 to $1.42, representing a 51% to 53% increase from Q3/2025.

$APH Growth outlook is rated 9/10 because Amphenol participates in several multi-year secular markets: AI and hyperscale data centers require high-speed optical interconnects, power backplanes, and cooling systems; vehicle electrification increases electronic content per vehicle; and defense, aerospace, and satellite applications support long-cycle ruggedized connector demand. The broader electronic connector market is projected to rise from $75.00 billion in 2025 to $109.10 billion by 2035, a 3.7% CAGR, while high-performance rectangular connectors are growing at 5.1%. Amphenol can outgrow the market through share gains and acquisitions in a fragmented industry. Q2 IT datacom sales grew 89% and Communications Solutions grew 85% in USD, with organic growth of 63% and 42%, respectively. The five-year scenarios frame a 4.0% low, 10.0% base, and 15.0% high revenue CAGR, but dependence on AI capex limits the score to 9.

$APH — RECORD EARNINGS & $4 BILLION BUYBACK 🚨 $APH EARNINGS: Amphenol posts record Q3 sales of $10.2B (+65%) and $12.2B in orders! Adjusted EPS rises 74% to $0.80. Company boosts its dividend 20% and unveils a new $4B buyback. OptionsPlayers is watching AI infrastructure demand!

$APH Damn, I thought this was a smarter bet than the usual overhyped semi suspects. Straight into bear market within two weeks. Let's see if I get a final chance to dump it around 90$.

$APH $89.93 ath, er in pre 10/28. Just got a $116 pt, that may be a little aggressive but $100 by Q1 possible

$APH currently the highest rated 'bull select' on the trendedge app. Retesting resistance at $87-88.50 for third time in a few months. RSI reset, moving average moving steadily up

$APH is ranked #13 in technology growth with a score of 85. I used Stock Meadow’s scoring model to review the results.

Sell alert on $APH this afternoon. Buy alert: Oct 15 after the close, $81.79 Sell alert: today, 1:04 PM ET, $82.27 +0.59% in 9 trading days

$APH What next?! my opinion 86. But let's see if fed will scare WS or not 🤔😁 (Not recomendation to any act)

$APH is ranked #14 in technology growth. I used Stock Meadow’s scoring model to review the scores. What do you think?

$APH reported earnings before the open today. EPS beat estimates: $0.80 vs. $0.73 expected, according to Stock Meadow. What do you think?

$APH Just remember as everyone is dumping money into expanding ai. We are where they are dumping money. Tomorrow is without a doubt a beat

$APH PRE-EARNINGS FLOW 👀 FLOW — Bullish • $540.8K calls vs. $162.7K puts. • Buying concentrated in November/December calls. NET PREMIUM — Bearish • -$288.9K; negative net calls (~-$55K) and positive net puts (~+$235K). EXPECTED MOVE — ±$7 (~8.9%) • Implied range: $71.24–$85.24. REVENUE & EPS — Higher QoQ • Revenue: $9.48B est. vs. $8.76B (+8.2%). • EPS: $0.73 est. vs. $0.34 (+114.7%). NOTABLE FLOW — December call buyers • Dec. 18 $80 calls: ~$250K at ask. • Dec. 18 $90 calls: ~$173.4K at ask. • Nov. 20 $77.50 calls: $117.5K ask-side sweep. GEX — Positive above, negative below • Dec. 18 $80 → +$1.5M. • Nov. 20 $90 → +$1.8M. • Nov. 20 $67.50/$65 → -$3.7M/-$3M.

$APH reports Q3 Wednesday before the open. Zacks consensus is 73 cents of EPS on 9.44 billion dollars of revenue, up 52.4% year over year, and the company's own guide was 9.3 to 9.4 billion dollars of sales and 70 to 71 cents post-split. Q2 orders were 10.7 billion dollars, a 1.23 book-to-bill, and IT datacom was 43% of sales, up 89%, with management expecting another mid-teens sequential increase in Q3. Q2 sales were 8.8 billion dollars, up 55%, and up 30% organically.

$APH 89(old)179, it's over buy for me, i wait to 80. Last short bring us to 77 min. Good lack 🙏💪

Top line and bottom line at Amphenol: sales up 54% and profit up 62% in a year. The stock scores a 19 at the moment, Excellent. That's #28 of 3,283. $APH

WEDNESDAY LATE-MORNING FLOW 🧭 $APH is the name on the board: $3.3M crossed in the Nov 20 $90 calls. At capture, contract volume was 1.5x standing open interest. Chart check: daily chart through Oct 6: last close $88.62, above its 20 and 50 day averages, with RSI at 68. The 3 month range is $69.83 to $89.93. What would confirm it: the next settled open interest. Intraday volume alone cannot tell us whether the trade opened, closed, or belonged to a larger structure.

$APH beautiful APH just beautiful I’m sorry but I have strict rules. I’m selling you at 100.