APH

NXP Semiconductors NXPI is scheduled to report third-quarter 2026 results on Oct. 27, after market close. NXPI expects third-quarter revenues between $3.65 billion and $3.85 billion. The Zacks Consensus Estimate for revenues is pegged at $3.77 billion, indicating an increase of 18.8% year over year. For the third quarter, NXP Semiconductors anticipates non-GAAP earnings per share between $3.89 and $4.32. The consensus mark for earnings is pinned at $4.14 per share, revised up by a penny over the past seven days, suggesting an increase of 33.1% year over year. In the trailing four quarters, NXPI's earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with the average surprise being 1.5%. NXP Semiconductors N.V. price-eps-surprise | NXP Semiconductors N.V. Quote Let's see how things are shaping up for the upcoming quarterly results. NXP Semiconductors' third-quarter performance is expected to have benefited from continued strength in its Automotive business. Growth is likely to have been driven by the growing adoption of software-defined vehicles, vehicle electrification and connectivity solutions. Design wins for the S32N and S32K processor platforms and next-generation automotive Ethernet switches are also expected to have supported growth in the to-be-reported quarter. The company expects revenues from the Automotive end market to be up in the low-double digits on a year-over-year basis. The Zacks Consensus Estimate for Automotive revenues is currently pegged at $2.05 billion, indicating an increase of 11.9% from the year-ago quarter. Recovery in the Industrial & Internet of Things (IoT) market is expected to have remained a key growth driver during the third quarter. Demand is likely to have been supported by industrial processing solutions, including the i.MX, RT and MCX product families, along with strength in factory automation, energy storage and data center applications. The company expects revenues from Industrial & IoT end markets to be up in the high-30% range year over year. The Zacks Consensus Estimate for NXPI's Industrial & IoT revenues is pegged at $801.5 million, indicating a year-over-year increase of 38.5%. The Communications Infrastructure & Other segment's third-quarter prospects are expected to have benefited from growing exposure to data center infrastructure, digital networking products and continued strength in RFID solutions. NXPI expects revenues from Communications Infrastructure & Other end markets to increase about 50% on a year-over-year basis. The Zacks Consensus Estimate for the Communications Infrastructure & Others segment revenues is pegged at $490.6 million, indicating an increase of 50.2% on a year-over-year basis. However, NXPI expects revenues from the Mobile end market to decline in the mid-single-digit percentage range on a year-over-year basis in the third quarter. Management noted that memory shortages and other component constraints are affecting some customers' ability to meet demand. This could limit demand for secure mobile transaction products. The Zacks Consensus Estimate of $405.3 million for the Mobile end market implies a year-over-year decline of 5.8% from the year-ago quarter. Further, NXPI's third-quarter performance is expected to have been hurt by higher input costs and supply chain bottlenecks as the company faces inflation in components such as substrates, precious metals and other back-end materials. Management noted that certain parts of the supply chain remain tight, leading to inflationary cost pressures. While the company is using operational efficiency measures to offset these costs through selective price adjustments, higher costs could put pressure on margins if they are not fully offset. Our proven model does not conclusively predict an earnings beat for NXP Semiconductors this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here. NXP Semiconductors has an Earnings ESP of -0.27% and carries a Zacks Rank #2 at present. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter. Here are some stocks worth considering, as our model shows that these have the right combination of elements to beat on earnings this reporting cycle. Seagate Technology STX has an Earnings ESP of +2.49% and sports a Zacks Rank #1 at present. You can see the complete list of today's Zacks #1 Rank stocks here. Seagate Technology is set to report first-quarter fiscal 2027 results on Oct. 27. The Zacks Consensus Estimate for Seagate Technology's first-quarter fiscal 2027 earnings is pegged at $7.40 per share, up by 6 cents over the past seven days, indicating a rise of 183.5% from the year-ago quarter's reported figure. Amphenol APH has an Earnings ESP of +1.12% and carries a Zacks Rank #2 at present. Amphenol is set to report third-quarter 2026 results on Oct. 28. The Zacks Consensus Estimate for Amphenol's third-quarter 2026 earnings is pegged at 73 cents per share, up by a penny over the past seven days, indicating a rise of 55.3% from the year-ago quarter's reported figure. Corning GLW has an Earnings ESP of +0.68% and a Zacks Rank #2 at present. Corning is slated to report third-quarter 2026 results on Oct. 27. The Zacks Consensus Estimate for Corning's third-quarter 2026 earnings is pegged at 88 cents per share, unchanged over the past 30 days, indicating a rise of 31.3% from the year-ago quarter's reported figure. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report NXP Semiconductors N.V. (NXPI) : Free Stock Analysis Report Amphenol Corporation (APH) : Free Stock Analysis Report Seagate Technology Holdings PLC (STX) : Free Stock Analysis Report Corning Incorporated (GLW) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

The upcoming report from Amphenol (APH) is expected to reveal quarterly earnings of $0.73 per share, indicating an increase of 55.3% compared to the year-ago period. Analysts forecast revenues of $9.44 billion, representing an increase of 52.4% year over year. Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 1.1% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period. Prior to a company's earnings release, it is of utmost importance to factor in any revisions made to the earnings projections. These revisions serve as a critical gauge for predicting potential investor behaviors with respect to the stock. Empirical studies consistently reveal a strong link between trends in earnings estimate revisions and the short-term price performance of a stock. While investors typically use consensus earnings and revenue estimates as indicators of quarterly business performance, exploring analysts' projections for specific key metrics can offer valuable insights. Bearing this in mind, let's now explore the average estimates of specific Amphenol metrics that are commonly monitored and projected by Wall Street analysts. Analysts predict that the 'Net Sales- Harsh Environment Solutions' will reach $1.96 billion. The estimate points to a change of +29.2% from the year-ago quarter. The collective assessment of analysts points to an estimated 'Net Sales- Interconnect and Sensor Systems' of $1.63 billion. The estimate indicates a year-over-year change of +19.4%. The average prediction of analysts places 'Net Sales- Communications Solutions' at $5.85 billion. The estimate points to a change of +76.7% from the year-ago quarter. The consensus estimate for 'Operating Income- Interconnect and Sensor Systems' stands at $344.85 million. Compared to the current estimate, the company reported $274.40 million in the same quarter of the previous year. According to the collective judgment of analysts, 'Operating Income- Communications Solutions' should come in at $1.93 billion. The estimate is in contrast to the year-ago figure of $1.08 billion. The combined assessment of analysts suggests that 'Operating Income- Harsh Environment Solutions' will likely reach $566.20 million. Compared to the present estimate, the company reported $410.90 million in the same quarter last year. View all Key Company Metrics for Amphenol here>>> Shares of Amphenol have experienced a change of -12.1% in the past month compared to the -1.2% move of the Zacks S&P 500 composite. With a Zacks Rank #2 (Buy), APH is expected to outperform the overall market in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> . Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Amphenol Corporation (APH) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Corning Incorporated GLW is scheduled to report third-quarter 2026 earnings on Oct. 27, 2026. The Zacks Consensus Estimate for sales and earnings is pegged at $5 billion and 88 cents per share, respectively. Earnings estimates for GLW have increased 0.61% to $3.29 for 2026 and increased 0.47% to $4.3 for 2027 over the past 60 days. Image Source: Zacks Investment Research The advanced glass substrates producer has a solid trailing four-quarter earnings surprise history. It delivered a four-quarter earnings surprise of 1.75%, on average. Image Source: Zacks Investment Research Our proven model predicts a likely earnings beat for Corning for the third quarter. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), #2 (Buy) or #3 (Hold) increases the chances of an earnings beat. You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Filter. That is exactly the case here. Corning currently has an ESP of +0.68% and a Zacks Rank #2. You can see the complete list of today's Zacks #1 Rank stocks here. Corning's Optical Communications business is expected to remain a key driver of its third-quarter 2026 performance. Growing investment in AI infrastructure and hyperscale data centers is boosting demand for optical fiber, cables and high-density connectivity solutions. Multiyear agreements with Amazon and NVIDIA, along with Corning's previously announced partnership with Meta, provide further support for demand. The company's September agreement with Verizon to supply high-density optical fiber and connectivity solutions through 2032 also strengthens its long-term growth prospects. Corning's Solar business is another important factor to watch as the company seeks to improve profitability following production-related disruptions. An extended maintenance shutdown and equipment upgrades at the wafer facility weighed on profitability during the second quarter. Management expects sales and profits to improve in the third quarter as production resumes and operational efficiency strengthens. However, performance across other businesses remains uneven. Demand trends in consumer electronics and automotive markets, along with higher memory prices affecting smartphones, could hinder growth in some of Corning's businesses. Over the past year, Corning has surged 41.8% compared with the industry's growth of 100.8%. It has outperformed peers like Amphenol Corporation APH but lagged Ciena Corporation CIEN over this period. While Amphenol has gained 9.2%, Ciena has jumped 80.2%. Image Source: Zacks Investment Research From a valuation standpoint, Corning appears discounted relative to the industry and is trading below its mean. Going by the price/earnings ratio, the company's shares currently trade at 30.24 forward earnings, lower than 31.13 for the industry and higher than the stock's mean of 26.57. Image Source: Zacks Investment Research Corning is strengthening its position in the expanding AI infrastructure market through its optical connectivity portfolio and relationships with major technology companies. As data centers require greater bandwidth and more sophisticated networking capabilities, demand for optical fiber, cable and connectivity products could provide a significant growth opportunity. The company's planned expansion of U.S. manufacturing capacity and its investment in next-generation optical technologies further support its long-term prospects. Under the upgraded Springboard plan, management aims to reach annualized sales run rates of $20 billion by the end of 2026, $30 billion by the end of 2028 and $40 billion by the end of 2030. However, these targets depend on successful execution and sustained customer demand. The Solar business offers another potential source of growth as Corning expands its U.S. manufacturing capabilities across polysilicon, wafers and modules. A recovery in production efficiency could support improved segment profitability. AI-driven demand for optical connectivity, long-term customer agreements and improving operating margins are major positives for Corning ahead of third-quarter results. The anticipated recovery in Solar profitability could provide an additional boost. Sustained improvement in its profitability and cash generation over the past few quarters is a tailwind. Hence, with a Zacks Rank #2, Corning appears to be a good investment option at present. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Corning Incorporated (GLW) : Free Stock Analysis Report Ciena Corporation (CIEN) : Free Stock Analysis Report Amphenol Corporation (APH) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

ADP ADP is scheduled to release first-quarter fiscal 2027 results on Oct. 28, before market open. ADP has a decent earnings surprise history, surpassing the Zacks Consensus Estimate in the trailing four quarters, with an average surprise of 2.1%. Automatic Data Processing, Inc. price-eps-surprise | Automatic Data Processing, Inc. Quote The Zacks Consensus Estimate for the top line is set at $5.5 billion, indicating 5.6% year-over-year growth. The consensus estimate for the Employer Services (ES) segment revenues is pinned at $3.7 billion, indicating 5.3% year-over-year growth. The ES segment is expected to have benefited from solid business bookings, persistent demand for HR outsourcing solutions, and expansion across domestic and international markets. The segment is expected to have experienced significant growth from the growing adoption of ADP Lyric HCM, Global Payroll and WorkForce Suite. Additional support is expected from investments in AI-driven sales tools, prudent pricing contribution and healthy client retention. The Zacks Consensus Estimate for Professional Employer Organization services revenues is pegged at $1.8 billion, indicating a 5.8% year-over-year gain. Continued business bookings growth and an expanding worksite employee base are anticipated to have supported this segment's growth. Growth across the PEO segment is likely to have been further supported by enhanced customer satisfaction and stable retention. The consensus mark for Interest on Funds held for clients is at $332.3 million, suggesting 15.9% year-over-year growth. Higher average investment yields and expanding client fund balances are expected to have boosted this segment's revenue growth. The consensus estimate for earnings per share is set at $2.78, implying year-over-year growth of 11.7%. The bottom line is anticipated to have improved on the back of AI-driven operational efficiencies and service delivery cost strip-down. Our proven model does not conclusively predict an earnings beat for ADPthis time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that is not the case here. You can uncover the best stocks before they are reported with our Earnings ESP Filter. ADP has an Earnings ESP of 0.00% and a Zacks Rank of 2 at present. You can see the complete list of today's Zacks #1 Rank stocks here. Here are a few stocks from the broader Computer and Technology sector, which, according to our model, have the right combination of elements to beat on earnings this season. Affirm AFRM: The Zacks Consensus Estimate for the company's first-quarter fiscal 2027 revenues is pinned at $1.2 billion, indicating a 30% year-over-year jump. For earnings, the consensus mark is set at 35 cents per share, suggesting 52.2% year-over-year growth. The company beat the Zacks Consensus Estimate in the past four quarters, the average surprise being 379.4%. AFRM has an Earnings ESP of +11.03% and a Zacks Rank #2 at present. The company is scheduled to declare first-quarter fiscal 2027 results on Nov. 5. Amphenol APH: The Zacks Consensus Estimate for the company's third-quarter 2026 revenues is kept at $9.4 billion, implying 52.4% year-over-year growth. For earnings, the consensus mark is pinned at 73 cents per share, suggesting a 55.3% jump from that reported in the year-ago quarter. The company beat the Zacks Consensus Estimate in the past four quarters, with an average surprise of 11.8%. APH currently has an Earnings ESP of +1.72% and a Zacks Rank #2. The company is scheduled to declare third-quarter 2026 results on Oct. 28. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Automatic Data Processing, Inc. (ADP) : Free Stock Analysis Report Amphenol Corporation (APH) : Free Stock Analysis Report Affirm Holdings, Inc. (AFRM) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

F5 Inc. FFIV is scheduled to report fourth-quarter fiscal 2026 results on Oct. 27, after market close. For the fourth quarter of fiscal 2026, F5 projects non-GAAP earnings per share (EPS) in the range of $4.14-$4.26 (midpoint of $4.20). The Zacks Consensus Estimate for the same is pegged at $4.24, suggesting a year-over-year decline of 3.2%. The figure has remained unchanged for the past 60 days. FFIV's earnings surpassed the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average earnings surprise of 16.09%. FFIV projects its fourth-quarter fiscal 2026 non-GAAP revenues in the range of $870-$890 million. The Zacks Consensus Estimate for the same is pegged at $884.4 million, suggesting year-over-year growth of 9.2%. F5, Inc. price-eps-surprise | F5, Inc. Quote F5's performance in the fiscal fourth quarter is likely to have benefited from sustained demand for its application delivery and security solutions as enterprises continue to modernize their IT infrastructure and adopt hybrid and multi-cloud architectures. The rising need to distribute workloads across on-premises data centers and cloud environments is expected to support demand for F5's flexible application delivery offerings. Increasing AI adoption and the need to manage data-intensive workloads could further strengthen this trend. Demand for F5's Systems products is expected to have remained a key contributor to product performance in the to-be-reported quarter. Customers are increasingly investing in higher-performance infrastructure to support expanding data-center capacity, improve application availability and prepare their environments for AI workloads. Ongoing infrastructure modernization, workload repatriation and platform consolidation initiatives are likely to have supported demand for the company's BIG-IP offerings. However, the sustainability of hardware demand beyond customer refresh cycles remains an important factor to watch. The Software segment is likely to have benefited from continued traction in subscription-based offerings, including BIG-IP and NGINX. Enterprises seeking to improve application performance, automate network operations and strengthen security across distributed environments are expected to have favored integrated solutions that offer flexibility and lower operational complexity. F5's transition toward subscription-based software could support recurring revenue generation and improve revenue visibility over time. However, the pace of software growth might have remained uneven, depending on renewal timing, customer spending priorities and the adoption of new offerings. Growing demand for application security solutions is also expected to have supported F5's performance. As enterprises expand their use of cloud applications, APIs and AI-powered tools, the need to protect applications against automated attacks, fraud and emerging security threats is likely to increase. F5's Distributed Cloud Services and AI Security Platform offerings could help the company capitalize on these requirements. Recent product enhancements and partnerships aimed at securing AI applications, models and agents are expected to broaden its opportunities as organizations seek greater visibility and control over enterprise AI deployments. Nevertheless, slower growth in perpetual software licenses and cautious enterprise IT spending amid macroeconomic uncertainty could have limited the overall pace of expansion. Higher memory and storage costs, supply-chain pressures and competitive pricing could also weigh on Systems demand and profitability. In addition, acquisition integration requirements and lingering costs associated with the previously disclosed cyber incident may remain sources of execution risk. While recurring software revenues and demand for application security are likely to have provided support, these headwinds might have tempered the benefits from F5's expanding cloud and AI opportunities. Our proven model does not conclusively predict an earnings beat for F5 this season. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. However, that's not the case here. F5 has an Earnings ESP of 0.00% and a Zacks Rank #3 at present. You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Filter. Here are some companies worth considering, as our model shows that these have the right combination of elements to beat on earnings in their upcoming releases: Cadence Design Systems CDNS, Seagate Technology STX and Amphenol APH are some stocks with favorable combinations. Cadence Design Systems has an Earnings ESP of +0.91% and carries a Zacks Rank #2 at present. CDNS is slated to report its third-quarter 2026 results on Oct. 26. You can see the complete list of today's Zacks #1 Rank stocks here. Seagate Technology has an Earnings ESP of +2.49% and sports a Zacks Rank #1 at present. Seagate Technology is set to report its first-quarter fiscal 2027 results on Oct. 27. Amphenol has an Earnings ESP of +1.72% and a Zacks Rank #2 at present. Amphenol is set to report its third-quarter 2026 results on Oct. 28. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report F5, Inc. (FFIV) : Free Stock Analysis Report Amphenol Corporation (APH) : Free Stock Analysis Report Seagate Technology Holdings PLC (STX) : Free Stock Analysis Report Cadence Design Systems, Inc. (CDNS) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

CoStar Group CSGP is slated to report third-quarter 2026 results on Oct. 27. For the third quarter of 2026, CoStar Group expects revenues to be between $935 million and $945 million, representing a 13% year-over-year increase at the midpoint, and adjusted earnings of 31-34 cents per share. The Zacks Consensus Estimate for third-quarter 2026 revenues is currently pegged at $950.99 million, suggesting growth of 14.08% from the year-ago quarter's levels. The consensus mark for third-quarter 2026 earnings has been unchanged at 34 cents per share over the past 30 days, suggesting a 47.83% increase from the year-ago quarter's figure. CoStar Group, Inc. price-eps-surprise | CoStar Group, Inc. Quote CoStar Group's earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average surprise of 21.17%. Let us see how things have shaped up for CSGP before the announcement. CoStar Group's third-quarter performance is likely to have been driven by strong demand for its commercial real estate information and analytics solutions, growing adoption of its residential marketplaces and improving operational efficiencies. The company's Commercial segment is expected to have benefited from increasing subscriptions to the CoStar platform, growing adoption of CoStar Debt Solutions and strong momentum in LoopNet's paid listings. In the second quarter of 2026, CoStar Group's revenues increased 9% year over year to $337 million, while LoopNet revenues rose 14% to $87 million. CoStar Group's subscriber base expanded 19% to 327,000. For the third quarter of 2026, Commercial segment revenues are projected to be between $489 million and $494 million, indicating 7% year-over-year growth at the midpoint. Residential segment performance is expected to have benefited from continued growth in Apartments.com, Homes.com and Domain. Apartments.com is likely to have gained from increasing paid property listings and strong customer retention, while Homes.com is expected to have benefited from expanding agent subscriptions and the introduction of its Platinum advertising tier. In the second quarter, Apartments.com revenues increased 9% to $318 million, while Homes.com revenues surged 66% to $28.5 million. For the third quarter, Residential segment revenues are expected to be between $446 million and $451 million, representing 20% year-over-year growth at the midpoint. CoStar Group's third-quarter profitability is expected to have benefited from disciplined expense management and improving residential operating leverage. The company expects adjusted EBITDA between $190 million and $210 million, implying an adjusted EBITDA margin of approximately 21% at the midpoint, up more than 700 basis points year over year. Commercial adjusted EBITDA is projected to be between $162 million and $172 million, while residential adjusted EBITDA is expected to be between $28 million and $38 million. However, CSGP's third-quarter 2026 results are expected to have been hurt by declining Ten-X transaction revenues, slower near-term growth at Homes.com due to sales-force restructuring and pricing pressures at Apartments.com amid intense competition and elevated multifamily vacancies. Our proven model does not conclusively predict an earnings beat for CoStar Group this time. Per the Zacks model, the combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy), or 3 (Hold) increases the odds of an earnings beat. But that is not the case here. CoStar Group presently has an Earnings ESP of 0.00% and a Zacks Rank #2. You can uncover the best stocks to buy or sell before they report earnings with our Earnings ESP Filter. Here are some companies worth considering, as our model shows that these have the right combination of elements to beat on earnings in their upcoming releases: Cadence Design Systems CDNS, Seagate Technology STX, and Amphenol APH are some stocks with favorable combinations. Cadence Design Systems has an Earnings ESP of +0.91% and carries a Zacks Rank #2 at present. CDNS is slated to report its third-quarter 2026 results on Oct. 26. You can see the complete list of today's Zacks #1 Rank stocks here. Seagate Technology has an Earnings ESP of +2.49% and sports a Zacks Rank #1 at present. Seagate Technology is set to report its first-quarter fiscal 2027 results on Oct. 27. Amphenol has an Earnings ESP of +1.72% and a Zacks Rank #2 at present. Amphenol is set to report its third-quarter 2026 results on Oct. 28. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report CoStar Group, Inc. (CSGP) : Free Stock Analysis Report Amphenol Corporation (APH) : Free Stock Analysis Report Seagate Technology Holdings PLC (STX) : Free Stock Analysis Report Cadence Design Systems, Inc. (CDNS) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Amphenol (APH) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price. The earnings report, which is expected to be released on October 28, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower. While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise. This maker of fiber-optic products is expected to post quarterly earnings of $0.73 per share in its upcoming report, which represents a year-over-year change of +55.3%. Revenues are expected to be $9.3 billion, up 50.2% from the year-ago quarter. The consensus EPS estimate for the quarter has been revised 0.9% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction). The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only. A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP. Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell). For Amphenol, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +1.72%. On the other hand, the stock currently carries a Zacks Rank of #2. So, this combination indicates that Amphenol will most likely beat the consensus EPS estimate. Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number. For the last reported quarter, it was expected that Amphenol would post earnings of $0.6 per share when it actually produced earnings of $0.68, delivering a surprise of +13.33%. Over the last four quarters, the company has beaten consensus EPS estimates four times. An earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss. That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported. Amphenol appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release. Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Amphenol Corporation (APH) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

With a market cap of $215.1 billion, Amphenol Corporation (APH) is a global leader in the design, manufacture, and marketing of electrical, electronic, and fiber optic connectors, serving industries such as automotive, aerospace, defense, communications, and information technology. It operates through three segments: Communications Solutions; Harsh Environment Solutions; and Interconnect and Sensor Systems, offering a broad range of interconnect, cable, antenna, and sensor products worldwide. The Wallingford, Connecticut-based company is slated to announce its fiscal Q3 2026 results before the market opens on Wednesday, Oct. 28. Ahead of this event, analysts expect APH to report an EPS of $0.72, a 53.2% surge from $0.47 in the year-ago quarter. It has exceeded Wall Street's earnings expectations in the past four quarters. - MrBeast Told Billionaire Mark Cuban He 'Spends Millions of Dollars Reverse Engineering the Algorithms on Each Platform' So He Never Runs Out of Ideas - Dear Tesla Stock Fans, Mark Your Calendars for Oct. 12 - Elon Musk Sees SpaceX Stock Rising to Crazy Levels. He Once Made Similar Predictions for TSLA Too - Our exclusive Barchart Brief newsletter is your FREE midday guide to what's moving stocks, sectors, and investor sentiment - delivered right when you need the info most. Subscribe today! For fiscal 2026, analysts project the fiber-optic products maker to post EPS of $2.66, marking a growth of 59.3% from $1.67 in fiscal 2025. Shares of Amphenol have climbed 38.2% over the past 52 weeks, surpassing the broader S&P 500 Index's ($SPX) nearly 16% return and the State Street Technology Select Sector SPDR ETF's (XLK) 37% increase over the same period. Amphenol shares rose 4.5% on Jul. 29 after the company reported better-than-expected Q2 2026 adjusted EPS of $1.35 and revenue of $8.76 billion, driven by strong AI-related demand for IT datacom products, 30% organic sales growth, and record orders of $10.7 billion. Investor sentiment was further boosted by Q3 guidance forecasting adjusted EPS of $1.40 - 1.42 and revenue of $9.3 billion - $9.4 billion, above consensus estimates. Additionally, Amphenol raised its 2026 outlook for the acquired CommScope connectivity and cable solutions business, projecting $4.6 billion in sales and $0.30 in adjusted EPS accretion, while adjusted operating margin reached 29.8%, partly supported by an $80 million net benefit from IEEPA tariff recoveries. Analysts' consensus view on APH stock remains bullish, with a "Strong Buy" rating overall. Out of 18 analysts covering the stock, 16 recommend a "Strong Buy" and two "Holds." This configuration is more bullish than three months ago, with 14 analysts suggesting a "Strong Buy." The average analyst price target is $102.42, suggesting a potential upside of 17.4% from current levels. On the date of publication, Sohini Mondal did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com

Suncoast Equity Management, an SEC-registered Investment Advisory (RIA), released its Q3 2026 investor letter for "U.S. Equity Large Cap Select Growth Strategy." The letter can be downloaded here. The strategy advanced 4.2% after fees in Q3, compared to 2.3% for the S&P 500, marking a potential shift in market leadership. Despite lagging the S&P 500 over the last four quarters ending June 30, 2026, the gap between portfolio EPS growth and returns is narrowing. Select Growth has risen 14.5% after fees since March, suggesting a promising investment opportunity, especially if severe macro conditions do not arise. Also, check the strategy's top five holdings to see its best picks in 2026. In its Q3 2026 investor letter, SEM U.S. Equity Large Cap Select Growth Strategy highlighted Amphenol Corporation (NYSE:APH). Amphenol Corporation (NYSE:APH) is a leading manufacturer of electrical, electronic, and fiber optic connectors serving a broad range of end markets. On October 07, 2026, Amphenol Corporation (NYSE:APH) closed at $87.55, with a $215.89 billion market capitalization. Amphenol Corporation (NYSE:APH) posted a 29.57% YTD gain, trading within a 52-week range of $59.01 to $89.93. SEM U.S. Equity Large Cap Select Growth Strategy stated the following regarding Amphenol Corporation (NYSE:APH) in its Q3 2026 investor letter: "We sold our small Aon (AON) position to fund an increase in Amphenol Corporation (NYSE:APH), one of the world's leading providers of high performance interconnect, sensor and antenna solutions. We believe APH offers a more attractive combination of organic growth, earnings momentum and long term exposure to rising datacenter and AI infrastructure spending. Independent of the AI boom, APH should continue to benefit from the increasing connectivity and electronic content across a remarkably diverse set of end markets, including aerospace, defense, industrial and automotive applications. Earnings estimates have risen materially with expected growth +60% and +22% in 2026 and 2027, respectively." Amphenol Corporation (NYSE:APH) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 112 hedge fund portfolios held Amphenol Corporation (NYSE:APH) at the end of the second quarter, the same as in the previous quarter. While we acknowledge the potential of Amphenol Corporation (NYSE:APH) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we discussed Amphenol Corporation (NYSE:APH) and shared a list of most promising growth stocks to buy. In addition, please check out our hedge fund investor letters Q3 2026 page for more investor letters from hedge funds and other leading investors. READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years. This article is originally published at Insider Monkey.

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Amphenol (APH), which belongs to the Zacks Electronics - Connectors industry. When looking at the last two reports, this maker of fiber-optic products has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 13.05%, on average, in the last two quarters. For the most recent quarter, Amphenol was expected to post earnings of $0.6 per share, but it reported $0.68 per share instead, representing a surprise of 13.33%. For the previous quarter, the consensus estimate was $0.47 per share, while it actually produced $0.53 per share, a surprise of 12.77%. With this earnings history in mind, recent estimates have been moving higher for Amphenol. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the company is positive, which is a great sign of an earnings beat, especially when you combine this metric with its nice Zacks Rank. Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Amphenol currently has an Earnings ESP of +0.35%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #3 (Hold) indicates that another beat is possibly around the corner. We expect the company's next earnings report to be released on October 28, 2026. With the Earnings ESP metric, it's important to note that a negative value reduces its predictive power; however, a negative Earnings ESP does not indicate an earnings miss. Many companies end up beating the consensus EPS estimate, though this is not the only reason why their shares gain. Additionally, some stocks may remain stable even if they end up missing the consensus estimate. Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Amphenol Corporation (APH) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

As the Q2 earnings season wraps, let's dig into this quarter's best and worst performers in the electronic components & manufacturing industry, including Amphenol (NYSE:APH) and its peers. The sector could see higher demand as the prevalence of advanced electronics increases in industries such as automotive, healthcare, aerospace, and computing. The high-performance components and contract manufacturing expertise required for autonomous vehicles and cloud computing datacenters, for instance, will benefit companies in the space. However, headwinds include geopolitical risks, particularly U.S.-China trade tensions that could disrupt component sourcing and production as the Trump administration takes an increasingly antagonizing stance on foreign relations. Additionally, stringent environmental regulations on e-waste and emissions could force the industry to pivot in potentially costly ways. The 10 electronic components & manufacturing stocks we track reported an exceptional Q2. As a group, revenues beat analysts' consensus estimates by 4% while next quarter's revenue guidance was 6% above. In light of this news, share prices of the companies have held steady. On average, they are relatively unchanged since the latest earnings results. With over 90 years of connecting the world's technologies, Amphenol (NYSE:APH) designs and manufactures connectors, cables, sensors, and interconnect systems that enable electrical and electronic connections across virtually every industry. Amphenol reported revenues of $8.76 billion, up 55% year on year. This print exceeded analysts' expectations by 5.6%. Overall, it was an incredible quarter for the company with a solid beat of analysts' EPS guidance for next quarter estimates and revenue guidance for next quarter exceeding analysts' expectations. "We are pleased to have closed the second quarter of 2026 with record sales and Adjusted Diluted EPS, both exceeding the high end of our guidance," said Amphenol Chairman and Chief Executive Officer, R. Adam Norwitt. Amphenol pulled off the fastest revenue growth of the whole group. Unsurprisingly, the stock is up 18% since reporting and currently trades at $84.86. Read why we think that Amphenol is one of the best electronic components & manufacturing stocks, our full report is free. As one of the world's largest printed circuit board manufacturers with facilities spanning North America and Asia, TTM Technologies (NASDAQ:TTMI) manufactures printed circuit boards (PCBs) and radio frequency (RF) components for aerospace, defense, automotive, and telecommunications industries. TTM Technologies reported revenues of $1.00 billion, up 37.4% year on year, outperforming analysts' expectations by 4.8%. The business had a stunning quarter with a solid beat of analysts' EPS guidance for next quarter estimates and revenue guidance for next quarter exceeding analysts' expectations. TTM Technologies delivered the highest guidance raise among its peers. Although it had a fine quarter compared to its peers, the market seems unhappy with the results as the stock is down 4.8% since reporting. It currently trades at $125.00. Is now the time to buy TTM Technologies? Access our full analysis of the earnings results here, it's free. With roots dating back to 1832, making it one of America's oldest continuously operating companies, Rogers (NYSE:ROG) designs and manufactures specialized engineered materials and components used in electric vehicles, telecommunications, renewable energy, and other high-performance applications. Rogers reported revenues of $216.8 million, up 6.9% year on year, exceeding analysts' expectations by 0.8%. Still, it was a mixed quarter as it posted a significant miss of analysts' EPS estimates. Rogers delivered the weakest performance against analyst estimates and slowest revenue growth in the group. Interestingly, the stock is up 14.6% since the results and currently trades at $136.63. Read our full analysis of Rogers's results here. With manufacturing facilities spanning the globe from China to Mexico to the United States, Jabil (NYSE:JBL) provides electronics design, manufacturing, and supply chain solutions to companies across various industries, from healthcare to automotive to cloud computing. Jabil reported revenues of $8.75 billion, up 11.8% year on year. This result surpassed analysts' expectations by 2.3%. Overall, it was a very strong quarter as it also produced an impressive beat of analysts' EPS guidance for next quarter estimates and revenue guidance for next quarter exceeding analysts' expectations. The stock is down 15% since reporting and currently trades at $319.00. Read our full, actionable report on Jabil here, it's free. With roots dating back to 1946 and a focus on components that must perform flawlessly in critical situations, Knowles (NYSE:KN) designs and manufactures specialized electronic components like high-performance capacitors, microphones, and speakers for medical technology, defense, and industrial applications. Knowles reported revenues of $166.8 million, up 14.3% year on year. This number beat analysts' expectations by 6.3%. It was a stunning quarter as it also put up a solid beat of analysts' EPS guidance for next quarter estimates and revenue guidance for next quarter exceeding analysts' expectations. Knowles pulled off the biggest analyst estimate beat of the whole group. The stock is down 4% since reporting and currently trades at $37.25. Read our full, actionable report on Knowles here, it's free. Over the past year, investors have been forced to repeatedly answer the same question: what is the market's biggest risk? The answer has changed several times, and each shift has reshaped market leadership. Late in 2025 and early 2026, artificial intelligence became the market's primary uncertainty. Investors questioned whether AI would erode software pricing power and weaken competitive moats as AI made it easier to replicate once-differentiated products. By the spring, technology took a back seat to geopolitics. The U.S. conflict with Iran briefly became the market's dominant narrative, raising concerns about oil prices, inflation, and global growth. But as energy markets remained orderly and fears of a prolonged supply disruption faded, investors quickly turned their focus back to fundamentals. Want to invest in winners with rock-solid fundamentals? Check out our Hidden Gem Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.

APH designs, manufactures, and markets electrical, electronic and fiber optic connectors, interconnect systems, antennas, sensors and sensor-based products, as well as specialty cables. Its second-quarter fiscal 2026 earnings report showed another quarter of record sales, generating $8.8 billion (a 30% year-over-year gain), record adjusted diluted per-share earnings of $1.35 (a 67% rise), $1.6 billion in operating cash flow (88% of net income), and third-quarter guidance of up to $9.4 billion in sales and EPS of $1.42. It's no wonder APH shares are up 23% so far this year – and they could rise more. MoneyFlows data shows how Big Money investors are again betting heavily on the stock. Institutional volumes reveal plenty. In the last year, APH has enjoyed strong investor demand, which we believe to be institutional support. Each green bar signals unusually large volumes in APH shares. They reflect our proprietary inflow signal, pushing the stock higher: Plenty of technology names are under accumulation right now. But there's a powerful fundamental story happening with Amphenol. Institutional support and a healthy fundamental backdrop make this company worth investigating. As you can see, APH has had strong sales and earnings growth: - 3-year sales growth rate (+24.1%) - 3-year EPS growth rate (+33.3%) Source: FactSet Also, EPS is estimated to ramp higher this year by +22.6%. Now it makes sense why the stock has been generating Big Money interest. APH has a track record of strong financial performance. Marrying great fundamentals with MoneyFlows software has found some big winning stocks over the long term. Amphenol has been a top-rated stock at MoneyFlows. That means the stock has unusual buy pressure and growing fundamentals. We have a ranking process that showcases stocks like this on a weekly basis. It's garnered 47 outlier inflow signals since 2005 and is up 7,273% since its first appearance on the rare Outlier 20 report. The blue bars below show when APH was a top pick in the last three years…Big Money buying boosts share prices: Tracking unusual volumes reveals the power of money flows. This is a trait that most outlier stocks exhibit…the best of the best. Big Money demand drives stocks upward. The APH action isn't new at all. Big Money buying in the shares is signaling to take notice. Given the historical gains in share price and strong fundamentals, this stock could be worth a spot in a diversified portfolio. Disclosure: the author holds no position in APH at the time of publication. If you are a Registered Investment Advisor (RIA) or a serious investor, take your investing to the next level. MoneyFlows created 11 Frontiers indexes to help serious investors capture AI-driven themes and learn the leading stocks in each Frontier. Get started here. This article was originally posted on FX Empire - Sui Price Prediction: 200-Day EMA Breakout Targets 25% Gain - Record Revenue, Huge Guidance Push NVIDIA to Near All-Time Highs - Institutions Drive Micron Higher as Earnings Approach - Bitcoin Price Prediction: BTC Could Pull Back to $80K, But ETF Inflows Remain Strong - Apple, Microsoft and Amazon Forecast: Tech Giants Face Key Tests - XRP Price Prediction: Double Top Risks 30% Drop Toward $1