Electrical connector manufacturer Amphenol (NYSE: APH) will be reporting earnings this Wednesday before the bell. Here’s what to expect.
Amphenol beat analysts’ revenue expectations by 11.9% last quarter, reporting revenues of $5.65 billion, up 56.5% year on year. It was an incredible quarter for the company, with a beat of analysts’ EPS estimates and a solid beat of analysts’ EPS guidance for next quarter estimates.
Is Amphenol a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting Amphenol’s revenue to grow 37.6% year on year to $5.56 billion, improving from the 26.2% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.80 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Amphenol has a history of exceeding Wall Street’s expectations, beating revenue estimates every single time over the past two years by 6.9% on average.
Looking at Amphenol’s peers in the tech hardware & electronics segment, some have already reported their Q3 results, giving us a hint as to what we can expect. Jabil delivered year-on-year revenue growth of 18.5%, beating analysts’ expectations by 9.5%, and TD SYNNEX reported revenues up 6.6%, topping estimates by 3.5%. Jabil traded down 4.2% following the results while TD SYNNEX was up 9.5%.
Read our full analysis of Jabil’s results here and TD SYNNEX’s results here.
Debates over possible tariffs and corporate tax adjustments have raised questions about economic stability in 2025. While some of the tech hardware & electronics stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 2.4% on average over the last month. Amphenol is up 3.8% during the same time and is heading into earnings with an average analyst price target of $126.53 (compared to the current share price of $128.40).
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