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    Evaluating Amphenol (APH) After Strong Q4 Earnings Beat And Upbeat Guidance

    Simply Wall St·02/25/2026 17:51:20
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    Why Amphenol’s latest earnings are drawing fresh attention

    Amphenol (APH) is back in focus after reporting Q4 results that exceeded analyst expectations on both revenue and profitability, along with guidance for the next quarter that also came in ahead of forecasts.

    The company closed 2025 with record Q4 and full year sales, as well as adjusted diluted EPS that management said were significantly above the high end of prior guidance. This highlighted strong demand across its connector and sensor portfolio.

    See our latest analysis for Amphenol.

    The strong Q4 report appears to be feeding into sentiment, with a 2.5% 1 day share price return and 9.2% 90 day share price return alongside a very large 1 year total shareholder return. Together, these factors point to building momentum rather than a short lived reaction.

    If Amphenol’s move has you looking beyond a single name, this could be a good moment to check out 33 AI infrastructure stocks as another way to spot potential enablers of high speed computing and data growth.

    With Amphenol’s shares up sharply over 1 year and trading around $151.50, along with a modest discount to the average analyst target, the key question now is whether there is still a buying opportunity or if the market is already pricing in future growth.

    Most Popular Narrative: 2% Overvalued

    With Amphenol’s shares at about $151.50 against a narrative fair value of roughly $148.60, the current price sits slightly above that estimate, which is built using an 8.5% discount rate and long term growth assumptions.

    Enhanced focus on high-technology and a differentiated product mix, driven by customer demand for mission-critical, high-performance components, has strengthened pricing power and operating efficiency. This has resulted in structurally higher conversion and operating margins, with management now targeting 30% incremental margin conversion versus the historical 25%.

    Read the complete narrative.

    Curious what kind of revenue build and profit profile sit behind that premium? The narrative leans on faster top line growth and higher margins for years. Want to see how those assumptions combine into $148.60 of fair value and a rich future earnings multiple? The full breakdown shows exactly which long term forecasts carry the most weight in that calculation.

    Result: Fair Value of $148.60 (OVERVALUED)

    Have a read of the narrative in full and understand what's behind the forecasts.

    However, this upbeat narrative can shift if AI and data center demand proves uneven, or if acquisition integration issues start to weigh on margins and cash generation.

    Find out about the key risks to this Amphenol narrative.

    Next Steps

    If this has you feeling cautiously optimistic, it might be time to check the numbers yourself and form a clear view before the market does. You can start with 2 key rewards.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.