Amphenol (APH) Q3 Earnings and Revenues Surpass Estimates

Core Insights - Amphenol reported quarterly earnings of $0.93 per share, exceeding the Zacks Consensus Estimate of $0.79 per share, and showing a significant increase from $0.50 per share a year ago, resulting in an earnings surprise of +17.72% [1] - The company achieved revenues of $6.19 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 12.93% and up from $4.04 billion year-over-year [2] - Amphenol's stock has increased by approximately 79.2% since the beginning of the year, significantly outperforming the S&P 500's gain of 14.5% [3] Earnings Outlook - The future performance of Amphenol's stock will largely depend on management's commentary during the earnings call and the trends in earnings estimate revisions [3][4] - The current consensus EPS estimate for the upcoming quarter is $0.79, with expected revenues of $5.67 billion, and for the current fiscal year, the EPS estimate is $3.03 on revenues of $21.62 billion [7] Industry Context - The Electronics - Connectors industry, to which Amphenol belongs, is currently ranked in the top 1% of over 250 Zacks industries, indicating a favorable outlook for the sector [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked using tools like the Zacks Rank [5][6]