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Additional Reading from MarketBeat

Amphenol Stock Dropped 17% After Earnings: Opportunity or Trap?

Reported by Nathan Reiff. Published: 2/4/2026. 

Article Highlights

• Amphenol shares dipped by about 17% following the company’s strong fourth-quarter earnings report, potentially presenting a buy opportunity.
• Despite beating on earnings and revenue, the latest results disappointed the market due to its tepid forward guidance.
• Amphenol’s recent acquisitions help to broaden its scope, but they also present cost and operational risks.

With share prices rising nearly 107% over the past 12 months, electronic and fiber-optic component manufacturer Amphenol Corp. (NYSE: APH) has increasingly raised valuation concerns for some investors.

At the end of January, however, APH shares reversed course following the company’s latest earnings report, plunging roughly 17% in a single day. While this wasn’t a complete reset compared with a year ago, the sell-off may make Amphenol more attractive to valuation-focused investors in the near term.

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Is now the time to buy APH shares? A closer look at the company’s recent business developments and fundamentals shows a business with many underlying strengths, supporting a generally bullish outlook despite some short-term headwinds.

Selloff Despite Strong Fourth-Quarter Results

The recent dip in APH shares followed the company’s fourth-quarter 2025 earnings, despite several strong metrics. Amphenol topped analyst estimates on both the top and bottom lines, reporting earnings per share (EPS) of $0.97 (four cents above estimates) and 49% year-over-year (YOY) revenue growth to $6.4 billion—about $250 million higher than forecasts. High sales and record orders helped drive the performance.

Margin performance remains a strength: adjusted operating margin for the quarter was 27.5%, with a record 26.2% for the full year. The company continues to execute well in its IT and data-center business, where sales more than doubled YOY. Amphenol also reported record operating cash flow of $5.4 billion for Q4 and returned roughly $1.5 billion to shareholders.

Despite those wins, investors sold shares after the report, likely because management issued softer-than-expected guidance for the first quarter of 2026.

To be clear, Q1 guidance remains solid on a YOY basis, but it hinted at possible sequential declines in some areas. Additionally, the magnitude of the earnings and revenue beats was smaller than in some prior quarters, which investors may have read as a sign of potential future slowing.

Amphenol’s Acquisition Strategy Poses Rewards and Risks

In January, Amphenol completed the acquisition of CommScope’s (NASDAQ: COMM)connectivity and cable solutions operations. Two months earlier, it closed on its $1 billion acquisition of defense component manufacturer Trexon. These deals can help Amphenol grow its footprint and broaden the industries and customers it serves.

That said, two sizable acquisitions in quick succession increase exposure to integration risk, cost pressures and higher leverage. Some investors may view the rapid expansion as an overreach. As the data-center and IT components markets become more competitive, Amphenol’s aggressive diversification could raise execution concerns for certain shareholders.

A Closer Look at Amphenol’s Valuation

Amphenol’s price-to-earnings ratio sits at about 43.4, among the highest levels since the company began trading publicly. Versus the broader market this P/E is relatively rich, but in the computer and technology sector the average P/E is roughly 72.5, which makes APH look more reasonable in that context.

Still, other metrics temper the enthusiasm. The company’s price/earnings-to-growth (PEG) ratio is 1.51, which implies that expected earnings growth may not fully justify its valuation. That said, analysts are forecasting an attractive ~12% earnings growth for Amphenol over the coming year.

Analysts remain fairly optimistic: 11 of 13 analysts rated APH a Buy over the past year. On price, though, the consensus target of $151.38 is only about 4% above where APH traded in early February, leaving limited near-term upside. Taken together, these factors suggest Amphenol may appeal most to investors who are bullish on its ability to continue growing and carve out a strong position in the data-center market over the longer term.

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