New York, Jan 14, 2026, 15:02 EST — Regular session
- Amphenol shares slipped following a fresh 52-week high reached just the day before
- Investors are digging into the recently completed CommScope CCS acquisition to assess its impact on 2026 projections
- Attention now turns to late-January earnings, looking for early indicators on integration and demand
Shares of Amphenol Corp (APH.N) dipped Wednesday, retreating from a three-day surge that had lifted the connector maker to a fresh 52-week peak just a day earlier.
The stock slipped roughly 1.8% to $146.30 in afternoon trading, following a 2.7% gain to $148.97 on Tuesday. Earlier in the session, it hit $149.56. (MarketWatch)
The retreat follows investors’ shift in focus to Amphenol’s recent $10.5 billion all-cash acquisition of CommScope’s Connectivity and Cable Solutions (CCS) unit. This deal significantly alters the company’s sales profile and heightens execution risk. An SEC filing noted that Amphenol will release acquired financial statements and “pro forma” results, illustrating the combined company as if the transaction had closed earlier.
Amphenol announced Monday that it has finalized the acquisition of CCS, projecting the business will bring in roughly $4.1 billion in sales by 2026. The company expects the deal to be accretive, boosting earnings per share by about $0.15 in 2026, before acquisition-related costs. CEO R. Adam Norwitt highlighted that the acquisition “adds significant fiber optic interconnect capabilities.” (Amphenol Investors)
The stock’s recent surge has caught the eye of momentum traders, who link the rally to rising demand for high-speed connectors and cabling in data centers, as well as upbeat sentiment around potential deals. (Investors)
Barclays boosted Amphenol’s rating to “overweight” from “equal-weight” on Jan. 12, a move highlighted in a Nasdaq report referencing Fintel. (Nasdaq)
Peers held steady. TE Connectivity (TEL.N), another major connector manufacturer, showed little movement during the session.
The downside remains clear. Big, cash-backed deals often come with integration headaches, one-time expenses, and squeezed margins. Plus, if telecom and enterprise spending cools or customers hold off on projects, the CCS unit might miss its internal goals.
Amphenol’s next major test comes with earnings, slated for Jan. 28 before the market opens. Investors will zero in on early CCS contributions and what to expect for 2026. (Nasdaq)
