| APH |
Report |
Q2 2026 Net Sales |
BEAT |
pred ~$8.35B vs. cons $8.263B |
MEDIUM |
| APH |
Report |
Q2 2026 Adjusted Diluted EPS |
BEAT |
pred ~$1.22 vs. cons $1.185 |
MEDIUM |
| APH |
Report |
Q2 2026 Adjusted Operating Margin |
BEAT |
pred ~27.6% vs. cons ~27.3% |
LOW |
| APH |
Guide |
Q3 2026 Revenue Guidance |
LOWER |
guide ~$8.45-8.55B vs. cons ~$8.60B (Q3 2026) |
MEDIUM |
| APH |
Guide |
Q3 2026 Adjusted EPS Guidance |
LOWER |
guide ~$1.20-1.23 vs. cons ~$1.25 (Q3 2026) |
MEDIUM |
| APH |
Guide |
FY2026 CCS Accretion Commentary |
BETTER |
guide ~$0.15-0.18 accretion vs. cons ~$0.15 (FY2026) |
LOW |
| APH |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.5% |
— |
MEDIUM |
| APH |
Return |
5-day cumulative residual |
+1.0% (FADE) |
APH's historical pattern (Q1'26: guided $0.91-0.93 EPS, beat to $1.06, +11.6% vs. cons $0.95; Q4'25: guided $0.89-0.91, beat to $0.97) suggests another top/bottom-line beat and likely upward EPS revisions for FY26, supporting an initial pop. But Street consensus already sits above the high end of Q2 guidance (as it did into this print), so the Q3 guide will almost certainly print below already-elevated consensus - continuing the 'conservative guide, remove-the-beat-later' math that caps immediate multiple expansion. Layered on top is a fragile AI-capex tape (SK Hynix -47% from highs, ASML -5.8% on Chinese DUV competition, Amkor -23% post-print on a soft guide, Alphabet whipsawing on capex fears) that has repeatedly punished decent beats with weak or merely in-line forward guides. Expect the initial relief rally to partially fade over the week as algos/analysts digest the out-period guide gap and re-couple APH's high (~6x NTM sales) multiple to the broader AI-infrastructure risk-off mood, leaving only modest net follow-through by day 5. |
LOW |