Amphenol (APH)


October 27, 2022

APH: A Little More Right Now, A Little Less Next Time

By Steven Fox

We make some relatively small adjustments to our 2022/2023E EPS for Amphenol (APH; $73.19; E/W), from $2.93/$3.07 to $2.98/$3.05, after the company produced one of its typically healthy types of EPS beats in Q3, albeit…

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October 26, 2022

First Look at Q3 Results and Outlook

By Steven Fox

Amphenol (APH; $73.01; E/W) reported Q3 non-GAAP EPS of $0.80, which beat our $0.74 and the Street’s $0.75 on better than expected sales ($3,295mm vs. our $3,100mm and the Street’s $3,113mm). As per the variance…

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October 19, 2022

Expect Q3 Results and Outlook to Hold Up

By Steven Fox

We expect our 2022/2023E EPS for Amphenol (APH; $70.07; E/W) to generally “hold up” after it reports Q3 results and outlook next Wednesday (10/26 before market) given the healthy current state of backlogs. We assume…

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July 28, 2022

Seeing Limited Macro Concerns

By Steven Fox

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July 7, 2022

Reducing Estimates

By Steven Fox

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April 27, 2022

First Look at Q1 Results and Outlook

By Steven Fox

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January 26, 2022

First Look at Q4 Results and Outlook

By Steven Fox

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October 27, 2021

First Look at Q3 Results and Outlook

By Steven Fox

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