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Amphenol Earnings Calls
| Release date | Apr 29, 2026 |
| EPS estimate | $0.94 |
| EPS actual | $1.06 |
| EPS Surprise | 12.65% |
| Revenue estimate | 7.08B |
| Revenue actual | 7.62B |
| Revenue Surprise | 7.63% |
| Release date | Jan 28, 2026 |
| EPS estimate | $0.93 |
| EPS actual | $0.97 |
| EPS Surprise | 3.97% |
| Revenue estimate | 6.194B |
| Revenue actual | 6.439B |
| Revenue Surprise | 3.96% |
| Release date | Oct 22, 2025 |
| EPS estimate | $0.793 |
| EPS actual | $0.93 |
| EPS Surprise | 17.28% |
| Revenue estimate | 5.532B |
| Revenue actual | 6.194B |
| Revenue Surprise | 11.97% |
| Release date | Jul 23, 2025 |
| EPS estimate | $0.667 |
| EPS actual | $0.81 |
| EPS Surprise | 21.44% |
| Revenue estimate | 5.039B |
| Revenue actual | 5.65B |
| Revenue Surprise | 12.12% |
Last 4 Quarters for Amphenol
Below you can see how APH performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 23, 2025 |
| Price on release | $100.71 |
| EPS estimate | $0.667 |
| EPS actual | $0.81 |
| EPS surprise | 21.44% |
| Date | Price |
|---|---|
| Jul 17, 2025 | $101.96 |
| Jul 18, 2025 | $103.34 |
| Jul 21, 2025 | $103.71 |
| Jul 22, 2025 | $101.78 |
| Jul 23, 2025 | $100.71 |
| Jul 24, 2025 | $104.46 |
| Jul 25, 2025 | $105.02 |
| Jul 28, 2025 | $106.70 |
| Jul 29, 2025 | $105.31 |
| 4 days before | -1.23% |
| 4 days after | 4.57% |
| On release day | 3.72% |
| Change in period | 3.29% |
| Release date | Oct 22, 2025 |
| Price on release | $128.93 |
| EPS estimate | $0.793 |
| EPS actual | $0.93 |
| EPS surprise | 17.28% |
| Date | Price |
|---|---|
| Oct 16, 2025 | $127.36 |
| Oct 17, 2025 | $125.65 |
| Oct 20, 2025 | $127.67 |
| Oct 21, 2025 | $124.44 |
| Oct 22, 2025 | $128.93 |
| Oct 23, 2025 | $135.31 |
| Oct 24, 2025 | $133.82 |
| Oct 27, 2025 | $135.91 |
| Oct 28, 2025 | $137.29 |
| 4 days before | 1.23% |
| 4 days after | 6.48% |
| On release day | 4.95% |
| Change in period | 7.80% |
| Release date | Jan 28, 2026 |
| Price on release | $145.96 |
| EPS estimate | $0.93 |
| EPS actual | $0.97 |
| EPS surprise | 3.97% |
| Date | Price |
|---|---|
| Jan 22, 2026 | $152.50 |
| Jan 23, 2026 | $150.99 |
| Jan 26, 2026 | $155.56 |
| Jan 27, 2026 | $166.25 |
| Jan 28, 2026 | $145.96 |
| Jan 29, 2026 | $149.58 |
| Jan 30, 2026 | $144.08 |
| Feb 02, 2026 | $144.93 |
| Feb 03, 2026 | $147.06 |
| 4 days before | -4.29% |
| 4 days after | 0.754% |
| On release day | 2.48% |
| Change in period | -3.57% |
| Release date | Apr 29, 2026 |
| Price on release | $148.38 |
| EPS estimate | $0.94 |
| EPS actual | $1.06 |
| EPS surprise | 12.65% |
| Date | Price |
|---|---|
| Apr 23, 2026 | $150.18 |
| Apr 24, 2026 | $149.75 |
| Apr 27, 2026 | $148.64 |
| Apr 28, 2026 | $143.72 |
| Apr 29, 2026 | $148.38 |
| Apr 30, 2026 | $147.27 |
| May 01, 2026 | $142.30 |
| May 04, 2026 | $141.03 |
| May 05, 2026 | $136.69 |
| 4 days before | -1.20% |
| 4 days after | -7.88% |
| On release day | -0.748% |
| Change in period | -8.98% |
Amphenol Earnings Call Transcript Summary of Q1 2026
Amphenol reported a very strong Q1 2026: record sales of $7.6 billion (up 58% YoY, 33% organic) and record adjusted diluted EPS of $1.06 (up 68% YoY). Orders were a record $9.435 billion, producing a robust book-to-bill of 1.24:1. Adjusted operating margin was 27.3% (up 380 bps YoY), with GAAP operating margin of 24% reflecting $249 million of acquisition-related costs tied primarily to the CommScope acquisition. Segment performance highlights: Communications Solutions (largest) benefiting from IT/datacom and AI-related demand; IT datacom represented ~41% of sales and grew ~81% organically; Industrial and Defense also showed strong organic growth. The company generated $1.1 billion operating cash flow and $831 million free cash flow in the quarter; net leverage was ~1.6x with total liquidity of $7.6 billion. Management reiterated confidence in CommScope integration and the company’s leading position across copper, power and optics for AI data centers, noting collaborative customer commitments to support capacity ramps. Important headwinds: a China tax matter produced a $130 million accrual (plus a $160 million reassessment recorded in Q1) and the adjusted effective tax rate was raised to 27% for 2026. For Q2 the company guides sales of $8.1–$8.2 billion and adjusted EPS of $1.14–$1.16 (implying strong double-digit growth vs prior year). Overall, investors should focus on AI/IT datacom-driven demand and order momentum, solid margin and cash generation, integration of CommScope (and related margin dilution/upgrade potential), and the China tax accrual/raised effective tax rate.
