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Amphenol (APH) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

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Amphenol (APH - Free Report) reported $8.76 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 55%. EPS of $1.35 for the same period compares to $0.81 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $8.3 billion, representing a surprise of +5.51%. The company delivered an EPS surprise of +13.45%, with the consensus EPS estimate being $1.19.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Amphenol performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Net Sales- Harsh Environment Solutions: $1.86 billion compared to the $1.8 billion average estimate based on two analysts. The reported number represents a change of +28.5% year over year.
  • Net Sales- Interconnect and Sensor Systems: $1.52 billion versus the two-analyst average estimate of $1.52 billion. The reported number represents a year-over-year change of +17.2%.
  • Net Sales- Communications Solutions: $5.38 billion versus the two-analyst average estimate of $4.97 billion. The reported number represents a year-over-year change of +85%.
  • Operating Income- Interconnect and Sensor Systems: $318.9 million versus the two-analyst average estimate of $312.89 million.
  • Operating Income- Communications Solutions: $1.81 billion versus $1.53 billion estimated by two analysts on average.
  • Operating Income- Harsh Environment Solutions: $559.3 million versus $502 million estimated by two analysts on average.

View all Key Company Metrics for Amphenol here>>>

Shares of Amphenol have returned -18.4% over the past month versus the Zacks S&P 500 composite's +1.9% change. The stock currently has a Zacks Rank #1 (Strong Buy), indicating that it could outperform the broader market in the near term.

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