Amphenol stock at $154: what investors watch after the $10.5 billion CommScope deal, ahead of earnings
19 January 2026
1 min read

Amphenol stock at $154: what investors watch after the $10.5 billion CommScope deal, ahead of earnings

New York, January 18, 2026, 17:36 EST — The market has closed.

  • Amphenol shares finished Friday nearly flat, closing at $154.39
  • U.S. markets remain closed Monday in observance of Martin Luther King Jr. Day; they reopen Tuesday.
  • Investors are gearing up for Amphenol’s fourth-quarter update and integration remarks set for Jan. 28

Amphenol Corp (APH) shares edged up about 0.1% on Friday, closing at $154.39. The stock ended the week quietly as U.S. markets prepared for the long holiday weekend. (MarketWatch)

Amphenol’s fourth-quarter earnings report on Jan. 28 is the next major event on the calendar, with a conference call scheduled for 1 p.m. ET. Investors are keen to get a clear picture of 2026 demand and how the recent sizable acquisition will start to influence the company’s results. (Amphenol Investors)

On Jan. 12, Amphenol closed its $10.5 billion cash deal to buy CommScope’s Connectivity and Cable Solutions business, as previously announced. CEO R. Adam Norwitt highlighted that the acquisition “adds significant fiber optic interconnect capabilities” to their IT datacom and communications networks lineup. The company projects the new business will generate around $4.1 billion in sales by 2026 and expects it to boost earnings per share by about $0.15, excluding acquisition-related expenses. (Amphenol Investors)

The stock’s latest close came as the broader market ended Friday almost unchanged, with the S&P 500 slipping 0.06% and the Nasdaq Composite down 0.06%, according to Reuters. “We’re at the start of the earnings season,” noted Anthony Saglimbene, chief market strategist at Ameriprise Financial, highlighting a market that could grow volatile as new reports roll in. (Reuters)

The earnings rush now pauses for a holiday. U.S. stock and bond markets shut down Monday for Martin Luther King Jr. Day, giving investors a moment to recalibrate before trading resumes Tuesday. (MarketWatch)

Amphenol’s immediate challenge is proving early progress with the CommScope connectivity assets—without clouding margins. Investors want clear updates on the speed of integration, cross-selling efforts, and how fast those new units start driving orders linked to IT datacom expansions.

Guidance is expected to carry the weight here. Traders will zero in on any remarks about customer demand in communications networks and industrial sectors, alongside the standard clues on backlog, pricing, and lead times.

The acquisition also raises questions about cash flow and expenses. Investors want to see how fast Amphenol expects CCS to integrate into its Communications Solutions segment, and just how much one-time integration costs might spill over into 2026.

There’s a clear downside risk. Should demand at the end market soften or integration take longer than planned, the earnings boost promised by “accretive” calculations could be pushed back. Stocks trading near recent peaks might then drop quickly.

APH returns to the market Tuesday following the holiday, but the real focus comes Jan. 28. That’s when the company reveals its fourth-quarter results and lays out its strategy for 2026.

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