Amphenol (APH) Q1 2026 (USD): Adj. EPS 1.06 (exp. 0.94), Revenue 7.6bln (exp. 7.08bln)
Guidance:
- Q2 sales 8.1-8.2bln (exp. 7.7bln).
- Q2 adj. EPS 1.14-1.16 (exp. 1.05).
Context
Amphenol's Q1 earnings significantly exceeded expectations, with adjusted EPS and revenue beating forecasts, indicating robust demand in its sector. The stronger guidance for Q2 suggests positive momentum as they project higher sales and earnings per share than analysts anticipated. This performance may lift investor sentiment towards the tech hardware space and provide a positive read-through for peers in the electronic components industry.
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