| APH |
Report |
Q2 revenue |
BEAT |
pred ~$8.31B vs. cons $8.18B |
MEDIUM |
| APH |
Report |
Q2 adjusted diluted EPS |
BEAT |
pred ~$1.19 vs. cons $1.16 |
MEDIUM |
| APH |
Report |
Q2 book-to-bill |
BEAT |
pred ~1.20x vs. cons 1.12x |
MEDIUM |
| APH |
Guide |
Q3 revenue guidance |
BETTER |
guide ~$8.70B vs. cons $8.54B (Q3 2026) |
MEDIUM |
| APH |
Guide |
Q3 adjusted diluted EPS guidance |
BETTER |
guide ~$1.25 vs. cons $1.22 (Q3 2026) |
MEDIUM |
| APH |
Guide |
CommScope Connectivity and Cable Solutions revenue outlook |
BETTER |
guide ~$4.25B vs. cons $4.10B (FY 2026) |
LOW |
| APH |
Return |
Day-1 residual (stock − beta × S&P 500) |
+5.5% |
— |
MEDIUM |
| APH |
Return |
5-day cumulative residual |
+8.0% (FOLLOW-THROUGH) |
Pred ~5.5% day-1 residual vs. ~8.0% five-day residual: an above-guide Q3 outlook and sustained ~1.20x bookings should drive FY2026/FY2027 upward revisions, with AI datacom and CommScope out-period revenue math outweighing the already-elevated expectations. |
MEDIUM |