Amphenol (APH) reported $6.44 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 49.1%. EPS of $0.97 for the same period compares to $0.55 a year ago.
The reported revenue represents a surprise of +5.29% over the Zacks Consensus Estimate of $6.12 billion. With the consensus EPS estimate being $0.93, the EPS surprise was +4.67%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Amphenol performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Net Sales- Harsh Environment Solutions: $1.65 billion versus $1.51 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +31% change.
- Net Sales- Communications Solutions: $3.42 billion versus $3.25 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +77.5% change.
- Net Sales- Interconnect and Sensor Systems: $1.36 billion versus the three-analyst average estimate of $1.35 billion. The reported number represents a year-over-year change of +20.9%.
- Operating Income- Harsh Environment Solutions: $455.6 million compared to the $363.66 million average estimate based on three analysts.
- Operating Income- Interconnect and Sensor Systems: $273.9 million versus $406.22 million estimated by three analysts on average.
- Operating Income- Communications Solutions: $1.11 billion compared to the $934.68 million average estimate based on three analysts.
View all Key Company Metrics for Amphenol here>>>
Shares of Amphenol have returned +22.1% over the past month versus the Zacks S&P 500 composite's +0.8% change. The stock currently has a Zacks Rank #1 (Strong Buy), indicating that it could outperform the broader market in the near term.
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Amphenol Corporation (APH): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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