APH · PEAD ↑ 24

Amphenol reported Q3 2026 EPS of $0.80 on 2026-10-28, beating the $0.73 consensus by $0.07 (+9.6%).

Print-day reaction was +3.5% versus the prior close, gapping up at the open and closing firmly above the pre-earnings level. The overnight gap from T+0 close to T+1 open added a further +0.6%, suggesting no meaningful after-hours fade. Over the subsequent two trading days, however, the stock drifted −2.7%, giving back a portion of the initial move. Cumulative abnormal return of +4.4% versus SPY.US — which fell −2.3% over the same window — places this in PEAD long territory; the drift pattern holds through the window ending 2027-01-25.