APH · PEAD ↑ 100

Amphenol reported Q2 2026 EPS of $1.35 on 2026-07-29, beating the $1.19 consensus by $0.16 (+13.4%).

Print-day reaction was +4.5% versus the prior close of $143.85, with the stock gapping open to $152.30 and closing the session at $150.31. The overnight gap to the T+1 open extended a further +6.3%, reaching $159.71, with no fade suggesting the market continued to reprice the beat through after-hours. Over the following two trading days the stock drifted an additional +2.2% from the T+1 close, closing at $163.34 on 2026-08-03 — a clean continuation with no give-back on the initial move. Cumulative abnormal return of +11.3% versus SPY.US places this firmly in PEAD long territory; per the documented drift pattern, the read is held through 2026-10-26.