With a market cap of $119.2 billion, Amphenol Corporation (APH) is a leading global provider of advanced interconnect, sensor, and antenna solutions, serving a wide range of industries including automotive, aerospace, industrial, and communications. Headquartered in Wallingford, Connecticut, the company designs, manufactures, and markets a broad portfolio of products through vertically integrated operations across three business segments.
Amphenol is slated to announce its fiscal Q2 2025 earnings results before the market opens on Wednesday, Jul. 23. Ahead of this event, analysts expect APH to report an adjusted EPS of $0.66, a 53.5% growth from $0.43 in the year-ago quarter. It has exceeded Wall Street’s earnings expectations in the past four quarters.
For fiscal 2025, analysts expect the electronics equipment maker to report adjusted EPS of $2.68, a 41.8% increase from $1.89 in fiscal 2024.
Shares of Amphenol have surged nearly 46% over the past 52 weeks, outpacing the broader S&P 500 Index’s ($SPX) 13.1% return and the Technology Select Sector SPDR Fund’s (XLK) 10.2% rise over the same period.
Shares of Amphenol jumped 8.2% on Apr. 23 after its strong Q1 2025 results. The company reported record Q1 sales of $4.8 billion, up 48% year-over-year, and adjusted EPS of $0.63, beating analysts’ estimates. Driving this growth were strong demand in data communications, mobile devices, and the defense sector, as well as recent acquisitions including CommScope’s Outdoor Wireless Networks and Carlisle Interconnect Technologies. Additionally, Amphenol forecast Q2 sales of $4.9 billion – $5 billion and adjusted EPS of $0.64 – $0.66, far surpassing analysts’ expectations.
Analysts’ consensus view on Amphenol stock remains bullish, with an overall “Strong Buy” rating. Out of 15 analysts covering the stock, 12 recommend a “Strong Buy” and three “Holds.” As of writing, APH is trading above the average analyst price target of $95.
On the date of publication, Sohini Mondal did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com
