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Amphenol (APH) Reports Q3 Earnings: What Key Metrics Have to Say

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Amphenol (APH - Free Report) reported $10.23 billion in revenue for the quarter ended September 2026, representing a year-over-year increase of 65.1%. EPS of $0.80 for the same period compares to $0.47 a year ago.

The reported revenue represents a surprise of +8.37% over the Zacks Consensus Estimate of $9.44 billion. With the consensus EPS estimate being $0.73, the EPS surprise was +9.59%.

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- Communications Solutions: $6.58 billion compared to the $5.85 billion average estimate based on two analysts. The reported number represents a change of +98.9% year over year.
  • Net Sales- Interconnect and Sensor Systems: $1.6 billion versus $1.63 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +17.2% change.
  • Net Sales- Harsh Environment Solutions: $2.04 billion compared to the $1.96 billion average estimate based on two analysts. The reported number represents a change of +34.7% year over year.
  • Operating Income- Interconnect and Sensor Systems: $320.7 million versus $344.85 million estimated by two analysts on average.
  • Operating Income- Communications Solutions: $2.18 billion compared to the $1.93 billion average estimate based on two analysts.
  • Operating Income- Harsh Environment Solutions: $615 million versus the two-analyst average estimate of $566.2 million.

View all Key Company Metrics for Amphenol here>>>

Shares of Amphenol have returned -7.3% over the past month versus the Zacks S&P 500 composite's -0.2% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

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