What is Seaport Res Ptn’s Forecast for Amphenol Q2 Earnings?

Amphenol Co. (NYSE:APH) – Research analysts at Seaport Res Ptn increased their Q2 2025 EPS estimates for Amphenol in a report released on Wednesday, April 23rd. Seaport Res Ptn analyst S. Graham now expects that the electronics maker will post earnings of $0.66 per share for the quarter, up from their previous estimate of $0.52. The consensus estimate for Amphenol’s current full-year earnings is $2.36 per share. Seaport Res Ptn also issued estimates for Amphenol’s Q3 2025 earnings at $0.65 EPS, Q4 2025 earnings at $0.66 EPS, Q1 2026 earnings at $0.66 EPS, Q2 2026 earnings at $0.66 EPS, Q3 2026 earnings at $0.72 EPS, Q4 2026 earnings at $0.73 EPS and FY2026 earnings at $2.78 EPS.

Several other equities research analysts also recently commented on the stock. US Capital Advisors set a $85.00 price objective on shares of Amphenol in a report on Thursday. JPMorgan Chase & Co. raised their price objective on shares of Amphenol from $85.00 to $91.00 and gave the stock an “overweight” rating in a report on Thursday. Citigroup boosted their target price on shares of Amphenol from $75.00 to $85.00 and gave the company a “buy” rating in a report on Thursday. Fox Advisors raised Amphenol from an “equal weight” rating to an “overweight” rating and set a $85.00 price target for the company in a report on Thursday. Finally, UBS Group reiterated a “buy” rating and set a $85.00 price objective (up from $78.00) on shares of Amphenol in a research note on Thursday. Four analysts have rated the stock with a hold rating, eight have assigned a buy rating and one has given a strong buy rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $82.58.

Amphenol Stock Down 0.3 %

Shares of NYSE APH opened at $75.81 on Friday. The business’s fifty day moving average price is $65.53 and its 200-day moving average price is $68.95. Amphenol has a one year low of $54.77 and a one year high of $79.39. The stock has a market capitalization of $91.87 billion, a PE ratio of 39.59, a P/E/G ratio of 1.92 and a beta of 1.17. The company has a debt-to-equity ratio of 0.66, a current ratio of 2.37 and a quick ratio of 1.75.

Amphenol (NYSE:APH) last posted its quarterly earnings results on Wednesday, April 23rd. The electronics maker reported $0.63 EPS for the quarter, topping analysts’ consensus estimates of $0.52 by $0.11. Amphenol had a net margin of 15.92% and a return on equity of 25.67%. The company had revenue of $4.81 billion for the quarter, compared to analysts’ expectations of $4.20 billion. During the same quarter in the previous year, the firm posted $0.40 EPS.

Hedge Funds Weigh In On Amphenol

Institutional investors have recently made changes to their positions in the stock. Virtu Financial LLC bought a new position in Amphenol in the third quarter valued at $582,000. Wilmington Savings Fund Society FSB purchased a new position in shares of Amphenol during the 3rd quarter valued at about $2,277,000. Tidal Investments LLC lifted its position in Amphenol by 464.6% in the 3rd quarter. Tidal Investments LLC now owns 396,066 shares of the electronics maker’s stock worth $25,808,000 after buying an additional 325,912 shares during the last quarter. Oddo BHF Asset Management Sas purchased a new stake in Amphenol in the third quarter worth approximately $9,614,000. Finally, Principal Financial Group Inc. grew its position in Amphenol by 73.9% during the third quarter. Principal Financial Group Inc. now owns 2,591,323 shares of the electronics maker’s stock valued at $168,851,000 after acquiring an additional 1,101,368 shares during the last quarter. Institutional investors own 97.01% of the company’s stock.

Amphenol Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Wednesday, April 9th. Shareholders of record on Tuesday, March 18th were given a dividend of $0.165 per share. The ex-dividend date was Tuesday, March 18th. This represents a $0.66 annualized dividend and a yield of 0.87%. Amphenol’s payout ratio is presently 34.55%.

About Amphenol

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.