Core Viewpoint - Amphenol (APH) is expected to report strong fourth-quarter 2024 results, with earnings and revenues projected to grow significantly year-over-year, driven by robust demand in defense and commercial aerospace sectors, as well as contributions from recent acquisitions [2][5][6]. Financial Expectations - The company anticipates fourth-quarter 2024 earnings between 45 cents and 48 cents per share, reflecting a year-over-year growth of 17-22% [2]. - Fourth-quarter revenues are expected to range from $3.95 billion to $4.05 billion, with the Zacks Consensus Estimate at $4.03 billion, indicating a 21.26% increase from the previous year [5]. Performance History - Amphenol has consistently exceeded the Zacks Consensus Estimate in the past four quarters, with an average earnings surprise of 7.65% [3]. Market Dynamics - The upcoming results are expected to benefit from a strong order backlog, which reached a record $4.412 billion in Q3 2024, resulting in a book-to-bill ratio of 1.09:1 [6]. - Sales in the defense market are projected to increase moderately, while commercial air sales are expected to grow in the high single digits [7]. Impact of Acquisitions - Recent acquisitions, including CIT and Lutze US, are anticipated to enhance Amphenol's product offerings and sales capabilities, particularly in high-technology interconnect products [9][19]. - The company is also expanding its footprint in mobile networks through the pending acquisition of CommScope's Outdoor Wireless Networks and Distributed Antenna Systems businesses [20]. Stock Performance - Amphenol shares have increased by 41.7% over the past 12 months, outperforming the Zacks Electronics Connectors industry and the broader Computer and Technology sector [10]. - The stock is currently trading at a premium, with a forward Price/Earnings ratio of 31.88X compared to the sector's 27.01X [14]. Strategic Outlook - The company is well-positioned for growth due to expanding spending on defense technologies and strong demand in commercial aerospace and industrial markets [17]. - Amphenol's strong liquidity, with total liquidity of $4.6 billion as of September 30, 2024, supports its investment and growth strategies [21].

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Amphenol (APH) , which belongs to the Zacks Electronics - Connectors industry.This maker of fiber-optic products has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 7.99%.For the most recent quarter, Amphenol was expected to post earni ...

Group 1 - The Zacks Premium service provides tools for investors to enhance their stock market engagement and confidence [1][2] - It includes daily updates on Zacks Rank and Zacks Industry Rank, access to the Zacks 1 Rank List, Equity Research reports, and Premium stock screens [1][2][10] Group 2 - The Zacks Style Scores rate stocks based on value, growth, and momentum characteristics, serving as complementary indicators to the Zacks Rank [3][4] - Each stock is assigned a rating from A to F, with A indicating the highest potential for outperforming the market [4] Group 3 - The Value Score focuses on identifying undervalued stocks using financial ratios like P/E, PEG, and Price/Sales [4] - The Growth Score assesses stocks based on projected and historical earnings, sales, and cash flow for sustainable growth [5] - The Momentum Score evaluates stocks based on price trends and earnings estimate changes to identify favorable buying opportunities [6] Group 4 - The VGM Score combines all three Style Scores, providing a comprehensive indicator for selecting stocks with attractive value, growth, and momentum [7] - The Zacks Rank utilizes earnings estimate revisions to simplify the process of building a successful portfolio [8] Group 5 - Stocks rated 1 (Strong Buy) have historically achieved an average annual return of +25.41% since 1988, significantly outperforming the S&P 500 [9] - There are typically over 800 stocks rated 1 or 2, making it essential to utilize Style Scores for effective stock selection [10] Group 6 - For optimal returns, investors should focus on stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B [11] - The direction of earnings estimate revisions is crucial when selecting stocks, as downward trends can indicate potential price declines [12] Group 7 - Amphenol (APH) is highlighted as a stock to watch, currently rated 3 (Hold) with a VGM Score of B [13] - APH is projected to have a year-over-year earnings growth of 21.9% for the current fiscal year, making it appealing for growth investors [13][14] - The Zacks Consensus Estimate for APH has increased to $1.84 per share, with an average earnings surprise of 7.7% [14]

Earnings and Revenue Forecast - Wall Street analysts predict Amphenol (APH) to post quarterly earnings of $0 50 per share, reflecting a 22% increase compared to the same period last year [1] - Revenues are forecasted to be $4 02 billion, representing a year-over-year increase of 20 8% [1] - The consensus EPS estimate for the quarter has been revised upward by 0 3% over the past 30 days, indicating a collective reappraisal by analysts [2] Key Metrics Analysis - Analysts estimate 'Net Sales- Harsh Environment Solutions' to reach $1 20 billion, a year-over-year increase of 33 1% [5] - 'Net Sales- Interconnect and Sensor Systems' is projected to reach $1 20 billion, reflecting a 10 7% year-over-year increase [5] - 'Net Sales- Communications Solutions' is expected to reach $1 62 billion, a 20 7% increase from the year-ago quarter [6] Operating Income Projections - 'Operating Income- Interconnect and Sensor Systems' is estimated at $286 70 million, compared to $200 20 million in the same quarter last year [6] - The consensus estimate for 'Operating Income- Communications Solutions' stands at $368 05 million, up from $311 10 million in the same quarter last year [7] - 'Operating Income- Harsh Environment Solutions' is predicted to reach $274 26 million, compared to $238 20 million in the year-ago quarter [7] Stock Performance - Over the past month, Amphenol shares have recorded returns of +1 2%, outperforming the Zacks S&P 500 composite's -3 3% change [7] - Based on its Zacks Rank 3 (Hold), APH is expected to perform in line with the overall market in the upcoming period [7]

Amphenol (APH) shares have gained 42.6% in the trailing 12 months, outperforming the broader Zacks Computer & Technology sector’s return of 30.6% and the Zacks Electronics Connectors’ industry’s appreciation of 41.6%.Amphenol is benefiting from its strong portfolio of solutions, including high-technology interconnect products. Its diversified business model lowers the volatility of individual end markets and geographies.Expanding spending on both current and next-generation defense technologies bodes well f ...

Core Insights - Three stocks with strong momentum and buy rankings are highlighted for investors: Vince Holding, REV Group, and Amphenol [1][2][3][4] Vince Holding - Vince Holding offers a wide range of women's and men's ready-to-wear products and has a Zacks Rank of 1 (Strong Buy) [1] - The Zacks Consensus Estimate for its current year earnings increased by 14.6% over the last 60 days [1] - Vince Holding's shares gained 54.4% over the last three months, significantly outperforming the S&P 500's gain of 2.4% [2] - The company has a Momentum Score of B [2] REV Group - REV Group designs, manufactures, and distributes specialty vehicles and related aftermarket parts and services, also holding a Zacks Rank of 1 [2] - The Zacks Consensus Estimate for its current year earnings increased by 7.4% over the last 60 days [2] - REV Group's shares gained 16.5% over the last three months, again outperforming the S&P 500's gain of 2.4% [3] - The company possesses a Momentum Score of B [3] Amphenol - Amphenol designs, manufactures, and markets electrical, electronic, and fiber optic connectors, interconnect systems, antennas, and related products, with a Zacks Rank of 1 [3][4] - The Zacks Consensus Estimate for its current year earnings increased by 4.6% over the last 60 days [3] - Amphenol's shares gained 6.5% over the last three months, also outperforming the S&P 500's gain of 2.4% [4] - The company has a Momentum Score of B [4]

Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today:ZIM Integrated Shipping Services (ZIM) : This global container liner shipping company which provides container shipping and related services in Israel and internationally, has seen the Zacks Consensus Estimate for its current year earnings increasing 35.7% over the last 60 day.MediaAlpha (MAX) : This company which provides real-time programmatic technology platform specializing in vertical search and metasearch, has seen the Zacks Conse ...

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Investors might want to bet on Amphenol (APH) , as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.Since a changing earni ...

Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today:Urban Outfitters, Inc. (URBN) : This retail and wholesale company has seen the Zacks Consensus Estimate for its current year earnings increasing 4.4% over the last 60 days.Carnival Corporation & plc (CCL) : This leisure travel services provider has seen the Zacks Consensus Estimate for its current year earnings increasing 3.1% over the last 60 days.Amphenol Corporation (APH) : This fiber optic solutions provider has seen the Zacks Conse ...