Amphenol Corporation: EPS $0.80 vs $0.729 expected; revenue $10.2B vs $9.5B
Key Facts
Q3 FY2026 results
| Metric | Actual | Estimate | Surprise | Year ago |
|---|---|---|---|---|
| EPS (USD) | 0.800 | 0.729 | +9.7% | 0.930 |
| Revenue (USD bn) | 10.230 | 9.490 | +7.8% | 6.190 |
Recent reports: actual vs estimate
| Reported | Period | EPS (USD) | Estimate | Surprise | Revenue (USD bn) | Estimate | Surprise |
|---|---|---|---|---|---|---|---|
| Oct 28, 2026 | Q3 FY2026 | 0.80 | 0.729 | +9.7% | 10.23 | 9.49 | +7.8% |
| Jul 29, 2026 | Q2 FY2026 | 1.35 | 1.180 | +14.4% | 8.76 | 8.26 | +6.1% |
| Apr 29, 2026 | Q1 FY2026 | 1.06 | 0.941 | +12.6% | 7.62 | 7.08 | +7.6% |
| Jan 28, 2026 | Q4 FY2025 | 0.97 | 0.933 | +4.0% | 6.44 | 6.19 | +4.0% |
| Oct 22, 2025 | Q3 FY2025 | 0.93 | 0.793 | +17.3% | 6.19 | 5.53 | +12.0% |
| Jul 23, 2025 | Q2 FY2025 | 0.81 | 0.667 | +21.4% | 5.65 | 5.04 | +12.1% |
| Apr 23, 2025 | Q1 FY2025 | 0.63 | 0.523 | +20.5% | 4.81 | 4.30 | +11.9% |
| Jan 22, 2025 | Q4 FY2024 | 0.55 | 0.500 | +10.0% | 4.32 | 4.07 | +6.0% |
Source: Figures from the EL7 database. Estimates are the analyst consensus carried by our data vendor (FMP), not official figures.
Amphenol Corporation results: EPS $0.80 vs $0.729 expected; revenue $10.2B vs $9.5B. The results cover the company's Q3 FY2026. EPS came in above analysts' estimate by 9.7%; revenue above the estimate by 7.8%.
Revenue was up 65.1% from $6.2 billion a year earlier (Q3 FY2025). EPS was down 14.0% from $0.93 a year earlier. On its record, EPS topped analysts' estimates in 7 of 7 earlier comparable reports.
What the results mean
Amphenol’s revenue growth reflects an expanding business in electronic and electrical interconnect components. These products carry data and power and connect parts within devices and systems, making the composition of demand essential to interpreting the results.
The company’s operations span harsh environment solutions, communications, and interconnect and sensor systems. This breadth serves varied applications, while business activity depends on customers’ needs for data transmission speed, power distribution, and reliability under demanding operating conditions.
Revenue growth alone does not establish the quality of operating performance. Product mix, manufacturing costs, and the company’s ability to convert sales into earnings matter when interpreting the results, although the supplied information does not identify their individual contributions.
What to watch on the earnings call: Investors should monitor management’s discussion of demand across the business and the product mix associated with data transmission, power, and sensors. Commentary on how manufacturing costs and sales mix affect margins, alongside spending needs to support production, would help clarify how business growth translates into profitability.
For the full analysis of Amphenol Corporation stock — valuation, scores and financial statements — see the stock page linked with this story.