Overview

• Interconnect systems firm's Q4 revenue grew 49%, beating analyst expectations

• Adjusted EPS for Q4 beat analyst expectations

• Company completed Trexon acquisition and closed CommScope's CCS business acquisition

Outlook

• Amphenol expects Q1 2026 sales between $6.90 bln and $7.00 bln

• Company projects Q1 2026 adjusted EPS between $0.91 and $0.93

• Amphenol sees CCS business adding $0.02 to Q1 2026 EPS

Result Drivers

• ORGANIC GROWTH - Strong organic growth in IT datacom market and other end markets drove Q4 sales increase

• ACQUISITION CONTRIBUTIONS - Acquisitions, including Trexon, contributed to revenue growth

• HIGH PROFITABILITY - Adjusted operating margin reached 27.5% in Q4

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 16 "strong buy" or "buy", 5 "hold" and no "sell" or "strong sell"

• The average consensus recommendation for the electronic equipment & parts peer group is "buy"

• Wall Street's median 12-month price target for Amphenol Corp is $165.00, about 0.8% below its January 27 closing price of $166.25

• The stock recently traded at 39 times the next 12-month earnings vs. a P/E of 37 three months ago

Press Release: ID:nBw3y03Ysa

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)