Zacks Investment Research
14 Jan 2026, 16:30 UTC · 38w ago
Impact · against what's priced in
Amphenol's growth outlook is significantly bolstered by the completion of the CCS acquisition and strong organic growth in the Andrew business, providing clear revenue and EPS catalysts for 2026. TE Connectivity also signals sector-wide strength with a positive fiscal Q1 2026 sales outlook.
No priced-in read yet
What the story claims
4 claims · scored −1 bearish … +1 bullish
Amphenol expects Q4 2025 revenues between $6 billion and $6.1 billion, exceeding the Zacks Consensus Estimate of $5.84 billion.
So whatGuidance beating analyst consensus typically triggers immediate positive price action for the equity.
More positive than 93% of claims this week
Amphenol's acquisition of CommScope's Connectivity and Cable Solutions (CCS) business is expected to generate approximately $4.1 billion in sales and contribute 15 cents to the bottom line in 2026.
Continue reading
5 related stories
The completion of the CCS acquisition adds $4.1 billion in projected 2026 sales and 15 cents to the bottom line, while the Andrew business is seeing a massive 130% jump in 2025 sales.
Read from the article alone
No priced-in read yet
Projected fiscal Q1 2026 net sales are expected to increase 17% year-over-year to $4.5 billion, indicating strong demand in the interconnects space.
Read from the article alone
Scored by the NIS engine · methodology.
Search tags
More positive than 79% of claims this week
TE Connectivity expects fiscal Q1 2026 net sales to increase 17% year-over-year to $4.5 billion.
So whatPositive growth guidance for a major industry peer signals strength in the broader interconnects and AI domain.
More positive than 66% of claims this week
Amphenol's Andrew business is expected to see 2025 sales jump more than 130%.
More positive than 54% of claims this week
Which stocks this story touches
More positive than 89% of ticker scores this week
Strong growth trajectory driven by strategic acquisitions and projected revenue increases for 2025 and 2026.
More positive than 77% of ticker scores this week
Expected to benefit from strong AI demand, energy applications, and growth in the Asian transportation segment.
More negative than 59% of ticker scores this week
Mentioned as a stiff competitor to Amphenol, implying a competitive headwind for the sector.
Free · No account
Get a free daily PDF briefing — the last 24 hours of news, with summaries and the market-impact score for each story, delivered an hour before the open.
We’ll watch
Pre-filled from this story — remove any you don’t want. Add more tickers & tags or fine-tune your watchlist anytime — every email has an edit link, no account needed.
Free forever · one email a day, max · unsubscribe in one click.How it works
The Motley Fool
2h ago
More positive than 75% of relationship scores this week
[mutual] Amphenol faces stiff competition from TE Connectivity.
More positive than 34% of relationship scores this week
[mutual] Both are listed as primary competitors to Amphenol in the same market.
−7.7%
Price is moving against the score
$218.29 vs $236.60 close before publication (Jan 13) · not market-adjusted
TEL chart →+17.1%
Price agrees with the score
$87.24 vs $74.49 close before publication (Jan 13) · not market-adjusted
APH chart →
