APH Earnings Predictions — 2026-07-29

Ticker Report or Guide KPI Prediction Answer Confidence
APH Report Net Sales (Q2 2026) BEAT pred ~$8.70B vs. cons $8.296B HIGH
APH Report Adj. EPS - Operating (Q2 2026) BEAT pred ~$1.25 vs. cons $1.183 HIGH
APH Report IT Datacom Revenue (Q2 2026) BEAT pred ~$3.70B vs. cons $3.603B MEDIUM
APH Guide Net Sales (Q3 2026) BETTER guide ~$9.6-10.0B vs. cons ~$9.0B (UNVERIFIED) MEDIUM
APH Guide Adj. EPS (Q3 2026) BETTER guide ~$1.30-1.35 vs. cons ~$1.30 (UNVERIFIED) MEDIUM
APH Guide Book-to-Bill (Q2 2026) UNCHANGED pred ~1.10-1.15x vs. cons 1.15x MEDIUM
APH Return Day-1 residual (stock − beta × S&P 500) +6.0% MEDIUM
APH Return 5-day cumulative residual +8.0% (FOLLOW-THROUGH) FOLLOW-THROUGH — FY estimates revised up after beat + Q3 guide above consensus; stock de-rated pre-earnings removes the fade risk seen in Q4 2025 and Q1 2026 MEDIUM