Seaport Res Ptn Has Strong Forecast for Amphenol Q1 Earnings

Amphenol Co. (NYSE:APH) – Equities researchers at Seaport Res Ptn raised their Q1 2025 EPS estimates for Amphenol in a report released on Wednesday, January 22nd. Seaport Res Ptn analyst S. Graham now anticipates that the electronics maker will post earnings of $0.51 per share for the quarter, up from their prior estimate of $0.48. The consensus estimate for Amphenol’s current full-year earnings is $1.84 per share. Seaport Res Ptn also issued estimates for Amphenol’s Q2 2025 earnings at $0.52 EPS, Q3 2025 earnings at $0.58 EPS, Q4 2025 earnings at $0.62 EPS, FY2025 earnings at $2.23 EPS, Q1 2026 earnings at $0.58 EPS, Q3 2026 earnings at $0.64 EPS, Q4 2026 earnings at $0.68 EPS and FY2026 earnings at $2.48 EPS.

Amphenol (NYSE:APH) last posted its earnings results on Wednesday, January 22nd. The electronics maker reported $0.55 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.50 by $0.05. Amphenol had a net margin of 15.40% and a return on equity of 24.68%. The company had revenue of $4.32 billion during the quarter, compared to analysts’ expectations of $4,051,810 billion. During the same quarter in the previous year, the company posted $0.82 earnings per share. Amphenol’s quarterly revenue was up 29.8% compared to the same quarter last year.

Several other research analysts have also recently weighed in on APH. JPMorgan Chase & Co. boosted their price objective on shares of Amphenol from $85.00 to $90.00 and gave the stock an “overweight” rating in a research report on Thursday. TD Cowen boosted their price objective on shares of Amphenol from $60.00 to $63.00 and gave the stock a “hold” rating in a research report on Friday, October 25th. Truist Financial lifted their target price on shares of Amphenol from $90.00 to $102.00 and gave the stock a “buy” rating in a report on Thursday. The Goldman Sachs Group lifted their target price on shares of Amphenol from $79.00 to $89.00 and gave the stock a “buy” rating in a report on Thursday. Finally, Robert W. Baird lifted their target price on shares of Amphenol from $85.00 to $89.00 and gave the stock an “outperform” rating in a report on Thursday. Five research analysts have rated the stock with a hold rating, seven have given a buy rating and one has issued a strong buy rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $77.92.

Amphenol Stock Performance

APH stock opened at $78.54 on Friday. The company has a debt-to-equity ratio of 0.53, a current ratio of 1.99 and a quick ratio of 1.33. The company has a 50 day moving average price of $71.86 and a 200 day moving average price of $67.86. Amphenol has a fifty-two week low of $49.38 and a fifty-two week high of $78.82. The stock has a market capitalization of $94.69 billion, a PE ratio of 45.14, a price-to-earnings-growth ratio of 1.98 and a beta of 1.24.

Amphenol Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Wednesday, January 8th. Shareholders of record on Tuesday, December 17th were given a dividend of $0.165 per share. The ex-dividend date was Tuesday, December 17th. This represents a $0.66 annualized dividend and a yield of 0.84%. Amphenol’s dividend payout ratio (DPR) is presently 37.93%.

Insider Activity

In other Amphenol news, CEO Richard Adam Norwitt sold 900,672 shares of the firm’s stock in a transaction that occurred on Tuesday, October 29th. The shares were sold at an average price of $68.81, for a total transaction of $61,975,240.32. Following the completion of the sale, the chief executive officer now directly owns 1,934,848 shares in the company, valued at $133,136,890.88. This trade represents a 31.76 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, VP David M. Silverman sold 180,000 shares of the firm’s stock in a transaction that occurred on Tuesday, October 29th. The stock was sold at an average price of $68.84, for a total transaction of $12,391,200.00. Following the sale, the vice president now owns 14,000 shares of the company’s stock, valued at $963,760. This trade represents a 92.78 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders have sold 1,842,672 shares of company stock valued at $128,858,080. 1.80% of the stock is owned by company insiders.

Institutional Investors Weigh In On Amphenol

Several hedge funds have recently bought and sold shares of APH. Daiwa Securities Group Inc. increased its holdings in shares of Amphenol by 50.9% during the third quarter. Daiwa Securities Group Inc. now owns 268,219 shares of the electronics maker’s stock worth $17,477,000 after purchasing an additional 90,450 shares during the period. LMR Partners LLP increased its holdings in shares of Amphenol by 315.1% during the third quarter. LMR Partners LLP now owns 294,800 shares of the electronics maker’s stock worth $19,209,000 after purchasing an additional 223,784 shares during the period. Advisors Asset Management Inc. increased its stake in Amphenol by 22.3% in the third quarter. Advisors Asset Management Inc. now owns 106,899 shares of the electronics maker’s stock valued at $6,966,000 after acquiring an additional 19,496 shares during the last quarter. Whalen Wealth Management Inc. bought a new position in Amphenol in the third quarter valued at approximately $484,000. Finally, Czech National Bank increased its stake in Amphenol by 7.2% in the third quarter. Czech National Bank now owns 245,326 shares of the electronics maker’s stock valued at $15,985,000 after acquiring an additional 16,425 shares during the last quarter. 97.01% of the stock is currently owned by institutional investors and hedge funds.

Amphenol Company Profile

Amphenol Corporation, together with its subsidiaries, primarily designs, manufactures, and markets electrical, electronic, and fiber optic connectors in the United States, China, and internationally. It operates through three segments: Harsh Environment Solutions, Communications Solutions, and Interconnect and Sensor Systems.