Amphenol's Q4 Plunge Creates A Reasonable Entry Point, But I Have Long-Term Concerns [Seeking Alpha]
Amphenol Corporation (APH)
Last amphenol corporation earnings: 4/22 08:00 am
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US:NYSE Investor Relations:
amphenol.com/investors/finance_news
Company Research
Source: Seeking Alpha
APH's high valuation (P/E ~48) is justified by robust growth, strong margins, and ongoing AI-driven data center demand. Q4 revenue surged 50% YOY to $6.44B, with adjusted EPS up 76% and operating margins exceeding 26%. While APH's moat may weaken as components commoditize, defense sector exposure and global sales provide some downside cushion. Thomas Barwick/DigitalVision via Getty Images Sell the good news? Amphenol Corporation ( APH ) has plunged by double digits after a strong quarterly report and optimistic guidance . It appears some investors had priced in even more optimism, and This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in APH over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compen
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APH
News
- Earnings To Watch: Flex (FLEX) Reports Q4 Results Tomorrow [Yahoo! Finance]Yahoo! Finance
- Amphenol Corporation (APH) Gains Attention After Dual Price Target Raises [Yahoo! Finance]Yahoo! Finance
- Amphenol Expands Fiber Reach With CommScope Deal And AI Data Center Push [Yahoo! Finance]Yahoo! Finance
- Benchmark (BHE) Q4 Earnings: What To Expect [Yahoo! Finance]Yahoo! Finance
- Earnings Estimates Rising for Amphenol (APH): Will It Gain? [Yahoo! Finance]Yahoo! Finance
APH
Earnings
- 1/28/26 - Beat
APH
Sec Filings
- 1/30/26 - Form 4
- 1/28/26 - Form 8-K
- 1/12/26 - Form 8-K
- APH's page on the SEC website