| APH |
Report |
Sales |
BEAT |
pred ~$8.5B vs. cons ~$8.25B |
HIGH |
| APH |
Report |
Adjusted diluted EPS |
BEAT |
pred ~$1.22 vs. cons ~$1.17 |
HIGH |
| APH |
Report |
Adjusted operating margin |
BEAT |
pred ~28.2% vs. cons ~27.5% |
MEDIUM |
| APH |
Guide |
Q3'26 revenue guidance |
BETTER |
guide ~$8.9B vs. cons ~$8.5B (Q3 FY2026) |
MEDIUM |
| APH |
Guide |
Q3'26 adjusted EPS guidance |
BETTER |
guide ~$1.27 vs. cons ~$1.21 (Q3 FY2026) |
MEDIUM |
| APH |
Guide |
IT Datacom/AI order momentum & book-to-bill |
BETTER |
pred book-to-bill ~1.2 & IT datacom up ~mid-teens QoQ vs. cons ~low-teens (Q2/Q3 FY2026) |
MEDIUM |
| APH |
Guide |
CCS accretion/revenue outlook |
BETTER |
guide ~$4.2B FY26 sales / ~$0.16 accretion vs. cons ~$4.1B / ~$0.15 (FY2026) |
LOW |
| APH |
Return |
Day-1 residual (stock − beta × S&P 500) |
+7.0% |
— |
MEDIUM |
| APH |
Return |
5-day cumulative residual |
+9.0% (FOLLOW-THROUGH) |
APH's guidance is a conservative floor, so a beat-and-raise drives UPWARD out-period revisions (not the typical implicit-cut fade). AI/IT datacom order acceleration and a strong Q3 raise pull Street FY26/FY27 estimates higher; with the stock having already de-risked ~18% off the June high into the print, positive momentum should extend rather than fade. Risk to follow-through is any AI-digestion tone or CCS margin slip against a still-premium multiple. |
MEDIUM |