Amphenol Corp., US0320951017

Amphenol stock reports 55 percent Q2 sales growth as targets rise

Published on 10/05/2026 at 20:01 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Amphenol stock stood at USD 87.23 on October 5, 2026, while Q3 guidance called for USD 9.3 billion to USD 9.4 billion in sales. Analysts set an average target of USD 96.85.

CGI-Render eines gläsernen Firmencampus im Abenddämmerungslicht mit Spiegelteich — Amphenol Corp. moderner Konzern Campus als Architektur Render bei Daemmerung ISIN US0320951017 Technologie, Illustration mit AI erstellt.

Amphenol stock (ISIN US0320951017) was trading at USD 87.23 on the NYSE on October 5, 2026, up USD 0.27 or 0.31 percent from the prior close. The company is carrying a powerful operating record into its next report: Q2 2026 sales reached USD 8.8 billion, up 55 percent year over year, according to Yahoo Finance on July 29, 2026.

Record orders raise the bar

The Q2 figures show why the stock remains close to its yearly high. Amphenol booked record orders of USD 10.7 billion, up 94 percent from Q2 2025, and its book-to-bill ratio reached 1.23, meaning orders exceeded sales during the quarter.

GAAP diluted EPS rose 59 percent year over year to USD 1.37, while adjusted diluted EPS increased 67 percent to USD 1.35. Operating cash flow reached USD 1.6 billion, and free cash flow was USD 1.2 billion, according to Yahoo Finance.

Q3 guidance sets the checkpoint

Management guided Q3 2026 sales to USD 9.3 billion to USD 9.4 billion and adjusted diluted EPS to USD 1.40 to USD 1.42. The sales range implies 50 percent to 52 percent year-over-year growth, while adjusted EPS growth is guided at 51 percent to 53 percent.

The strongest operational engine is IT datacom. The business represented 43 percent of Q2 sales and grew 63 percent organically, with AI-related products driving most of the sequential increase. Communications Solutions sales rose 85 percent in US dollars to USD 5.4 billion, while its operating margin reached 33.6 percent.

Analyst targets sit above the price

MarketBeat reported on October 1, 2026, that 18 analysts rated Amphenol Moderate Buy, with 16 Buy ratings and two Holds. The average 12-month price target was USD 96.85, placing the target USD 9.62, or 11.0 percent, above the October 5 price.

That bullish consensus meets a valuation counterweight. MarketBeat also cited a P/E ratio above 42 and insider sales of 2,098,608 shares worth USD 172.3 million over the prior 90 days, making execution against the Q3 range central to the next market debate.

Stock remains near its yearly high

Amphenol was last at USD 87.23 on the NYSE at 2:00 p.m. ET on October 5, 2026. Its 52-week range was USD 59.01 to USD 89.26, and its market capitalization was USD 215.1 billion.