Amphenol Corp., US0320951017

Amphenol stock reports 55 percent Q2 revenue growth

Published on 10/06/2026 at 17:45 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Goldman Sachs raised its target to USD 116 from USD 102 on October 5, while Q3 guidance calls for USD 9.3-9.4 billion in sales. The stock traded at USD 89.81 on October 6.

Isometrische Illustration der Lieferkette von Rohstoff bis Automobil- und Luftfahrtkunde — Amphenol Corp. zeigt die Wertschoepfungskette als isometrisches 3D Diagramm mit ISIN US0320951017, Illustration mit AI erstellt.

Amphenol Corporation (ISIN US0320951017) reported Q2 2026 revenue of USD 8.8 billion, up 55 percent from the prior-year quarter, while its stock traded at USD 89.81 on the NYSE on October 6, 2026. The results and outlook keep the company tied closely to demand for artificial intelligence data-center infrastructure.

Q2 sales reach a record

According to Fortune in the July 29, 2026 earnings-call transcript, Amphenol delivered record Q2 sales of USD 8.8 billion. GAAP diluted EPS was USD 1.37, while adjusted diluted EPS reached USD 1.35, an increase of 67 percent from USD 0.81 in Q2 2025.

The operating picture also widened. Orders reached USD 10.7 billion, up 94 percent year over year, and the book-to-bill ratio was 1.23 to 1, according to Fortune.

Q3 guidance points higher

Management guided to Q3 2026 sales of USD 9.3 billion to USD 9.4 billion and adjusted diluted EPS of USD 1.40 to USD 1.42, representing sales growth of 50 percent to 52 percent and adjusted EPS growth of 51 percent to 53 percent from the prior-year quarter.

The CommScope integration is a key part of that outlook. Amphenol expects the business to deliver USD 4.6 billion of sales and USD 0.30 of accretion in fiscal year 2026, compared with previous expectations of USD 4.1 billion and USD 0.15, according to Fortune. The counter-factor is concentration in AI infrastructure demand, particularly as communications-network sales are expected to decline in Q3.

Targets rise above the stock

Goldman Sachs raised its Amphenol price target to USD 116 from USD 102 on October 5, 2026, while maintaining a Buy rating, as reported by Markets Insider. The new target lies 29.2 percent above the USD 89.81 price.

A broader view is also constructive. MarketBeat reported on October 1, 2026, that 18 analysts held a Moderate Buy consensus, with 16 Buy ratings and two Holds. The average 12-month target was USD 96.85, placing it 7.8 percent above the October 6 price.

Stock approaches its yearly high

Amphenol stock was trading at USD 89.81 at 11:44 a.m. ET on October 6, 2026, up USD 2.54 or 2.92 percent from the prior close of USD 87.27. The session range was USD 88.33 to USD 89.91, and the 52-week range was USD 59.01 to USD 89.91.

Market capitalization stood at USD 221.5 billion and volume reached 2,884,435 shares at that time. The next scheduled earnings date is October 28, 2026, according to Simply Wall St.