Amphenol Corporation (APH)
Coverage summary
Aardvark Labs Capital Research has covered Amphenol Corporation (APH) since July 24, 2025. The company is in the Technology sector. This page lists 6 reports: 6 earnings recaps.
The latest is the Q3 2026 Earnings Recap, published November 1, 2026. The current rating is Outperform, unchanged since the Q3 2025 Earnings Recap of October 23, 2025. The rating has changed once since coverage began.
Translations: 5 in Chinese.
Rating history
All APH reports
Recap: Q3 2026
$830M Above the Ceiling, Datacom at 48% of Sales, and a Stock Back Where It Was in July: Maintaining Outperform
Recap: Q2 2026
The Stock Rose 12% and Got Cheaper: $8.8B of Sales, a Record 29.8% Margin, and CommScope's Accretion Doubles — Maintaining Outperform
Recap: Q1 2026
The Deceleration That Wasn't: $7.6B Record, IT Datacom +81% Organic, a 1.24 Book-to-Bill, and CommScope Already Outrunning the Deal Math — Maintaining Outperform
Recap: Q4 2025
A Record Quarter, a Record Order Book, and a 12% Drop: The Market Sells the Deceleration It Was Warned About — Maintaining Outperform Into the De-Rating
Recap: Q3 2025
The Pull-Forward Fear Was Wrong: IT Datacom Re-Accelerates, Margins Hit 27.5%, and a $10.5B CommScope Deal Reshapes the Story — Upgrading to Outperform
Recap: Q2 2025
A Flawless Quarter at a Full Price: Record Sales, Record Margins, and a Tape That Faded the Beat — Initiating at Hold