贝尔德表示，安费诺“有能力击败”

2025-04-21 20:42

Amphenol (NYSE:APH) is “well positioned” to beat estimates when the telecommunications equipment maker reports first-quarter results on April 23, investment firm Baird said.
“Historically, the company has navigated macro volatility much better vs. peers-- making it a core name to own given the ongoing tariff/macro concerns,” analyst Amit Daryanani wrote in a note to clients. “APH should report upside vs. [Wall Street] estimates for [the March quarter], given a cautious guide, AI upside, and integration of the Andrews business.”
Daryanani, who has an Outperform rating and $88 price target on Amphenol, added that the fundamentals in the IT and data communications markets are being driven by a “broad recovery” in networking, along with tailwinds from artificial intelligence. Separately, the company's military and aerospace business (particularly in Europe) should “remain strong,” Daryanani posited.
Looking to the next quarter, Daryanani said Amphenol should provide guidance that will likely “bracket” consensus estimates.
A consensus of analysts expect Amphenol to earn $0.52 per share on $4.3B in revenue.

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