Information Technology·Electronic Components·$184.1B
Amphenol Corp (APH) is a leading manufacturer of electronic components, specializing in connectors and interconnect systems. As a key player in the Information Technology sector, the company benefits from trends like increased demand for data transmission and connectivity, driven by advancements in technology and consumer electronics.
EPS
Earnings per share is a crucial indicator of profitability and is closely watched by investors.
Revenue
Total revenue reflects the company's sales performance and overall market demand for its products.
Wall Street expectations, options signals, track record, and call prep available with Pro.
EPS Beat Streak
8Q
EPS Beat Rate
100%
Avg EPS Surprise
+13.12%
Avg Stock Reaction
+0.42%
In Q4-2025, Amphenol reported an EPS of $0.97, exceeding expectations by 4.64%. The revenue figures were not disclosed, but the company has shown consistent growth in earnings over recent quarters.
Management Promises & Guidance
Analysts expect Amphenol to deliver solid earnings this quarter, with a consensus EPS of $0.95 and revenue of $7.1 billion. The company has a history of beating earnings expectations, which could set a positive tone.
Bull Case
If Amphenol exceeds the EPS estimate, it may signal strong demand and effective cost management, boosting investor confidence.
Bear Case
Conversely, if the company fails to meet expectations, it could raise concerns about slowing growth in a competitive market.
EPS
$0.95Earnings per share is a crucial indicator of profitability and is closely watched by investors.
Revenue
$7.1BTotal revenue reflects the company's sales performance and overall market demand for its products.
The print will turn on these two things.
Q1
Will Amphenol's EPS exceed $0.95?
A higher EPS could indicate strong demand and effective cost management, which would be a positive signal for investors.
Q2
What are the revenue figures for this quarter?
Understanding revenue performance is crucial for assessing overall growth and market demand for Amphenol's products.
Why consensus could be wrong
The consensus may underestimate Amphenol's growth potential in emerging markets, which could drive higher revenue than expected this quarter.
Supporting Evidence
Recent trends in the automotive and aerospace sectors suggest increased demand for connectors.
Amphenol's historical performance shows a pattern of beating EPS estimates, indicating potential for upside.
Options pricing reflects a 5% move, suggesting that the market may be overly cautious.
Key Risk
If revenue exceeds $7.4B, it could challenge the current consensus and shift market sentiment positively.
Pre-commit to what would confirm each case.
This quarter's performance will hinge on Amphenol's ability to meet or exceed earnings expectations amidst competitive pressures.
Bull Confirmed If
An EPS of $1.00 or higher would confirm the bull case, indicating strong demand and operational efficiency.
Bear Confirmed If
An EPS below $0.91 would support the bear case, suggesting potential issues with growth or demand.
Implied Move
±5%
Historical Avg
±5.3%
The options market is pricing in a potential move of 5% in either direction following the earnings report.
Options are pricing ±5.0% while APH has averaged ±5.3% over the last 8 prints — setup is roughly in line with history.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If Amphenol beats expectations, history suggests a potential average 1-day move of +3.9%, confirming strong demand and operational success.
In-Line / Cautious
An in-line report may lead to a muted reaction, with management's commentary on future outlook being critical for investor sentiment.
Miss
A miss could result in a decline, with historical patterns indicating an average 1-day move of -1.5% when expectations are not met.
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
No charge today · Auto-bills $8/mo after 7 days · Cancel anytime
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
No charge today · Auto-bills $8/mo after 7 days · Cancel anytime
VERIZON COMMUNICATIO
Apr 27, 2026