Amphenol Q4 revenue beats expectations on organic growth in IT datacom market

Amphenol

28/01/2026 13:08

Overview

Interconnect systems firm's Q4 revenue grew 49%, beating analyst expectations

Adjusted EPS for Q4 beat analyst expectations

Company completed Trexon acquisition and closed CommScope's CCS business acquisition

Outlook

Amphenol expects Q1 2026 sales between $6.90 bln and $7.00 bln

Company projects Q1 2026 adjusted EPS between $0.91 and $0.93

Amphenol sees CCS business adding $0.02 to Q1 2026 EPS

Result Drivers

ORGANIC GROWTH - Strong organic growth in IT datacom market and other end markets drove Q4 sales increase

ACQUISITION CONTRIBUTIONS - Acquisitions, including Trexon, contributed to revenue growth

HIGH PROFITABILITY - Adjusted operating margin reached 27.5% in Q4

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
$6.44 bln
$6.18 bln (14 Analysts)
Q4 Adjusted EPS
Beat
$0.97
$0.93 (15 Analysts)
Q4 EPS
$0.93
Q4 Net Income
$1.21 bln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 16 "strong buy" or "buy", 5 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the electronic equipment & parts peer group is "buy"

Wall Street's median 12-month price target for Amphenol Corp is $165.00, about 0.8% below its January 27 closing price of $166.25

The stock recently traded at 39 times the next 12-month earnings vs. a P/E of 37 three months ago

Press Release: ID:nBw3y03Ysa

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)