Amphenol(US:APH) Jing Ji Guan Cha Wang·2026-02-11 20:10Financial Performance - The company reported an adjusted earnings per share guidance of $0.91 to $0.93 for Q1 2026, with sales expected between $6.9 billion and $7 billion, exceeding market expectations [2] - Organic growth rate is anticipated to slow from 37% in Q4 to approximately 25%, indicating a potential peak in AI infrastructure demand [2] - The company faces a tax provision uncertainty of about $100 million in China, with a potential risk exposure of up to $300 million related to past tax positions [2] Industry Policy and Environment - The company's business is heavily reliant on IT data communications, automotive, and defense sectors, with macro factors such as AI investment cycles, supply chain adjustments, and global trade policy changes potentially impacting performance [3] - Recent information does not disclose specific timelines for events that may affect the company, and actual developments will depend on official announcements [3] - As a leading electronic component manufacturer, the company's stock price fluctuations are often driven by earnings reports, regulatory risks, and industry trends [3]