If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Amphenol (APH) . This company, which is in the Zacks Electronics - Connectors industry, shows potential for another earnings beat.When looking at the last two reports, this maker of fiber-optic products has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 15.58%, on average, in the ...

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Key Takeaways Strategic acquisitions like LifeSync and CIT bolster APH's positioning in high-reliability sectors. The Andrew acquisition raised the FY accretion forecast from 6 cents to 9 cents per share. Stock is trending above its 50 and 200-day SMAs, reinforcing a bullish outlook ahead of earnings.Amphenol (APH) is set to report its second-quarter 2025 results on July 23.The company expects second-quarter 2025 earnings between 64 cents and 66 cents per share, indicating growth of 45% and 50% year over ...

Analysts on Wall Street project that Amphenol (APH) will announce quarterly earnings of $0.66 per share in its forthcoming report, representing an increase of 53.5% year over year. Revenues are projected to reach $4.97 billion, increasing 37.6% from the same quarter last year.Over the last 30 days, there has been an upward revision of 0.6% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial forecasts o ...

Key Takeaways CommScope's Andrew unit and LifeSync acquisitions expanded APH's telecom and healthcare reach. Communications Solutions grew 91% YoY in Q1, led by AI-driven datacom and mobile infrastructure demand. Harsh Environment Solutions rose 38% in Q1, as defense spending and aircraft programs boosted sales.Amphenol (APH) shares closed at $100.55 on Wednesday, very close to the 52-week high of $101, which it hit on July 15, 2025. APH shares have jumped 44.8% year to date, outperforming the Zacks Elect ...

Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns. But finding a growth stock that can live up to its true potential can be a tough task.In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end.However, the Zacks Growth Style Score (part of the Zacks Style Scores sy ...

Wall Street expects a year-over-year increase in earnings on higher revenues when Amphenol (APH) reports results for the quarter ended June 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on July 23, might help the stock move higher if these key numbers are better than expectations. On ...

Key Takeaways Data center market growth supports APH's long-term revenue potential. APH's 2025 EPS estimate of $2.67 marks a 41.27% jump year over year. APH's data center unit posted $2.41B in Q1 revenues, over 50% of total sales, with Q2 estimates at $2.47B.Amphenol (APH) designs and manufactures interconnect systems, antennas, sensors and high-speed specialty cables used across key verticals, including cloud infrastructure, automotive and industrial electronics. Per Grand View Research, the global data ...

Investment Ratings - Amphenol (APH) is rated as Buy with a target price of $115 based on a 35x P/E multiple for F24M EPS [1][49][51] - TE Connectivity (TEL) is upgraded to Buy with a target price of $200 based on a 20x P/E multiple for F24M EPS [1][57][60] Core Insights - The report maintains a constructive outlook on the connector industry, driven by solid demand fundamentals and increased electrification across various end markets [9][58] - Recent stabilization in automotive market production and improving industrial demand are key factors for the upgrade of TEL to Buy [1][9] - Amphenol is expected to benefit from AI-led demand and a balanced end market exposure, while TEL is positioned for margin expansion due to improved industrial demand [1][33][58] Summary by Sections Amphenol (APH) - APH is a leading manufacturer in the connector market with a diversified end market exposure, including industrial (23%), automotive (17%), and IT data communications (37%) [49][50] - The company is expected to see above-market sales and earnings growth driven by technology hardware spending and AI infrastructure [50][51] - The target price of $115 reflects a premium to its historical P/E multiple, indicating strong growth potential [51][52] TE Connectivity (TEL) - TEL is the largest electronics connector company, with a significant portion of its revenue (40%) coming from the automotive sector [56][57] - The company is expected to benefit from stabilizing automotive trends and improving industrial demand, with a strong balance sheet supporting its growth [58][60] - The target price of $200 is based on a valuation that aligns with its long-term median P/E, reflecting its market position and growth prospects [60] Market Trends - The connector market is anticipated to show continued momentum in 2025, supported by growth in IT Datacom and industrial automation spending [58] - The automotive market is stabilizing, which is crucial for TEL as it represents a significant revenue source [9][58] - AI demand is expected to ramp up, particularly in the data center segment, which is beneficial for both APH and TEL [15][58]

Investment Rating - The investment rating for the AIDC power equipment and grid industry is "Outperform the Market" (maintained) [1] Core Viewpoints - The global AI computing load is expected to grow significantly, with new AI computing loads projected at 9.7/15.9/20.2/22.3/23.4/24.6 GW from 2025 to 2030. This translates to a demand for AIDC power equipment of 29/48/60/67/70/74 GW, with an average annual growth rate of 20% [5][13] - The market potential for dry-type transformers, medium and low voltage switchgear, UPS, HVDC, and solid-state transformers is estimated to reach 85/341/41/380/239 billion yuan by 2030 [5][12] - The domestic data center industry is expected to see increased capital expenditure from major cloud providers, with 2025 anticipated to be a pivotal year for AIDC construction [5][18] Summary by Sections AIDC Power Equipment - The AIDC power equipment sector has shown a diverse range of products, with major global players like Vertiv, Eaton, and Schneider Electric having established strong product lines and solutions [5] - Domestic companies are gaining competitive advantages in various segments, with leading firms gradually building their solution-providing capabilities [5] - The recent performance of the AIDC power equipment sector has been mixed, with notable declines in backup diesel power sources and lead-acid batteries [5][24] Grid Industry - The grid sector has seen significant investment growth, with national grid engineering investment reaching 632 billion yuan in May 2025, a year-on-year increase of 33.3% [31][32] - The bidding results for high-voltage equipment have shown a strong performance, with a total bid amount of 211.89 billion yuan in July 2025, reflecting a year-on-year increase of 38.1% [64] - The grid industry is expected to benefit from the maturation of new business models such as electricity trading and virtual power plants, with a focus on high-voltage orders and deliveries in the second half of 2025 [5][58]