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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Will Stein | Truist Securities | 6 | 0% |
| Luke Junk | Robert W. Baird | 6 | 0% |
| Steve Fox | Fox Advisors | 6 | 0% |
| Andy Buscaglia | BNP Paribas | 6 | 17% |
| Samik Chatterjee | JPMorgan | 6 | 0% |
| Asiya Merchant | Citigroup | 6 | 0% |
| Amit Daryanani | Evercore ISI | 6 | 0% |
| Joe Spak | UBS | 6 | 0% |
| Wamsi Mohan | Bank of America | 6 | 0% |
| Scott Graham | Seaport Research Partners | 6 | 17% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Bank of America | 1 | 6 | 0% |
| Seaport Research Partners | 1 | 6 | 17% |
| Truist Securities | 1 | 6 | 0% |
| UBS |
| 1 |
| 6 |
| 0% |
| BNP Paribas | 1 | 6 | 17% |
| Citigroup | 1 | 6 | 0% |
| Evercore ISI | 1 | 6 | 0% |
| Fox Advisors | 1 | 6 | 0% |
Amphenol opened FY2026 with Q1 sales surging 58% in U.S. dollars (57% local currency) with GAAP EPS of $0.72 up 24% as AI-driven IT Datacom demand showed no signs of moderation. The CommScope integration exceeded expectations, contributing to the growth acceleration beyond organic expansion. Record orders and a strong book-to-bill provided continued visibility into robust demand across AI networking and interconnect applications.
Cloud & AI | Demand | Competitive Dynamics | Margin | Innovation & R&D | M&A | Revenue Growth | Supply Chain | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 4 | 3 | 2 | 3 | 1 | 2 | 2 |
| 2025Q1 | 5 | 5 | 1 | 1 | 2 | 1 | 2 | 2 |
| 2025Q2 | 5 | 4 | 1 | 3 | 1 | 2 | 3 | 2 |
| 2025Q3 | 4 | 4 | 4 | 5 | 2 | 1 | ||
| 2025Q4 | 7 | 6 | 2 | 1 | 1 | 5 | 1 | |
| 2026Q1 | 7 | 6 | 4 | 1 | 4 | 2 | 2 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Cloud & AI | 5 | 5 | 5 | 4 | 7 | 7 |
| Demand | 4 | 5 | 4 | 4 | 6 | 6 |
| Competitive Dynamics | 3 | 1 | 1 | 4 | 2 | 4 |
| Margin | 2 | 1 | 3 | 5 | 1 | 1 |
| Innovation & R&D | 3 | 2 | 1 | 2 | 1 | 4 |
| M&A | 1 | 1 | 2 | 1 | 5 | 2 |
| Revenue Growth | 2 | 2 | 3 | 2 | ||
| Supply Chain | 2 | 2 | 2 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
APH Amphenol | 9 | +58.4% | |
| COHR Coherent, Inc. | 9 | +20.6% | |
| FTV Fortive | 5 | -27.5% | |
| GLW Corning Inc. | 9 | +20.1% | |
| GRMN Garmin | 8 | +14.2% | |
| JBL Jabil | 9 | +23.1% | |
| KEYS Keysight Technologies | 10 | +31.7% | |
| SNDK Sandisk Corporation | 9 | +251.0% | |
| TDY Teledyne Technologies | 8 | +7.6% | |
| TEL TE Connectivity | 8 | +14.5% | |
| TRMB Trimble Inc. | 9 | +11.8% |