Amphenol (APH) News Today

Amphenol Corporation (NYSE: APH) shares are trading higher today as investors respond to a series of favorable analyst actions, earnings upgrades and strategic moves that bolster the company’s growth outlook, particularly in the defense and high-tech sectors.

• Positive Sentiment: Amphenol agreed to acquire Trexon, a leading provider of high-reliability interconnect and cable assemblies for the defense market, for about $1 billion in cash—expanding APH’s military-focused product portfolio and targeting $290 million in 2025 sales. Amphenol boosts defense portfolio with $1 billion buyout deal for Trexon
• Positive Sentiment: Zacks Research raised Amphenol’s FY2026 EPS estimate from $2.71 to $3.10, reflecting stronger-than-expected earnings potential heading into next year. FY2026 EPS Estimates for Amphenol Lifted by Zacks Research
• Positive Sentiment: Zacks highlighted three reasons growth investors will love APH, citing above-average revenue and profit growth driven by strength in AI, cloud infrastructure and electric vehicle markets. 3 Reasons Growth Investors Will Love Amphenol (APH)
• Neutral Sentiment: Audax Private Equity officially announced the sale of Trexon to Amphenol, with the deal expected to close in Q4 2025 under customary conditions. Audax Private Equity Announces Sale of Trexon
• Neutral Sentiment: The Zacks Analyst Blog featured APH among top stock highlights, indicating continued analyst focus but offering no new valuation changes. The Zacks Analyst Blog Highlights Amphenol, Carvana and Barclays
• Negative Sentiment: A Seeking Alpha analysis notes that while Amphenol delivered record revenue, profits and margins in 2025, its current valuation already reflects these achievements—suggesting limited upside and a “Hold” rating. Amphenol: Fairly Valued After A Record Year