| APH |
Report |
Q2 net sales |
BEAT |
pred ~$8.45B vs. cons $8.292B |
MEDIUM |
| APH |
Report |
Q2 adjusted diluted EPS |
BEAT |
pred ~$1.22 vs. cons $1.183 |
MEDIUM |
| APH |
Report |
Q2 IT/datacom sales |
BEAT |
pred ~$3.70B vs. cons $3.603B |
MEDIUM |
| APH |
Guide |
Q3 2026 net sales |
BETTER |
guide ~$8.95B midpoint vs. cons $8.728B |
MEDIUM |
| APH |
Guide |
Q3 2026 adjusted diluted EPS |
BETTER |
guide ~$1.31 midpoint vs. cons $1.277 |
MEDIUM |
| APH |
Guide |
Q3 2026 IT/datacom / orders commentary |
BETTER |
low-teens IT growth and >1.0x book-to-bill vs. $3.866B / 1.00x consensus |
LOW |
| APH |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.0% |
— |
LOW |
| APH |
Return |
5-day cumulative residual |
-5.0% (FADE) |
FADE — initial raise is likely absorbed by valuation debate |
LOW |