Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for Amphenol, driven by higher revenues, with a focus on how actual results compare to estimates impacting stock price [1][2]. Earnings Expectations - Amphenol is expected to report quarterly earnings of $0.66 per share, reflecting a year-over-year increase of +53.5% [3]. - Revenues are projected to reach $4.97 billion, representing a 37.6% increase from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised 0.6% higher in the last 30 days, indicating a reassessment by analysts [4]. - The Most Accurate Estimate for Amphenol is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -1.52%, suggesting a bearish outlook from analysts [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive or negative reading can predict deviations from consensus estimates, with positive readings being more reliable [9][10]. - Amphenol currently holds a Zacks Rank of 2, which complicates the prediction of an earnings beat despite the negative Earnings ESP [12]. Historical Performance - In the last reported quarter, Amphenol exceeded expectations by delivering earnings of $0.63 per share against an expected $0.52, resulting in a surprise of +21.15% [13]. - The company has beaten consensus EPS estimates in all of the last four quarters [14]. Conclusion - While Amphenol may not appear to be a strong candidate for an earnings beat, investors should consider other factors influencing stock performance ahead of the earnings release [17].
Amphenol (APH) Reports Next Week: Wall Street Expects Earnings Growth