Amphenol's Q2 2025 earnings call highlighted record-breaking sales and robust growth across several segments, particularly in IT datacom and operating margin performance. The company's strategic acquisitions and strong cash flow generation further strengthened its position. However, there were some concerns, including a moderate book-to-bill ratio and potential margin normalization. Despite these challenges, the overall performance was strong.

Company Guidance -

Q3 2025

During the second quarter of 2025, Amphenol Corporation reported remarkable financial results, with record sales of $5.650 billion, reflecting a 57% increase in U.S. dollars and a 41% organic growth compared to the same quarter in the previous year. The company also achieved record GAAP and adjusted diluted earnings per share (EPS) of $0.86 and $0.81, respectively. Orders for the quarter were a record $5.523 billion, resulting in a book-to-bill ratio of 0.98:1. The GAAP operating income was $1.419 billion, with an operating margin of 25.1%, while the adjusted operating margin reached a record 25.6%. The company's robust performance was driven by strong organic growth across all end markets, particularly in the IT datacom market, where sales grew by 133% year-over-year, fueled by demand for artificial intelligence applications. Additionally, Amphenol generated record operating and free cash flow, amounting to $1.417 billion and $1.122 billion, respectively. For the third quarter of 2025, Amphenol anticipates sales between $5.4 billion and $5.5 billion, with adjusted diluted EPS expected to range from $0.77 to $0.79.

Record-Breaking Revenue and Growth

Amphenol Corporation reported record sales of $5.650 billion in Q2 2025, with a 57% increase in U.S. dollars, 56% in local currencies, and 41% organically compared to Q2 2024. This growth exceeded the high end of guidance.

Impressive Operating Margins

The company's GAAP operating margin hit a record 25.1%, and the adjusted operating margin reached 25.6%, reflecting a 430 basis point increase from the prior year.

Strong Performance in IT Datacom

Sales in the IT datacom market grew by 133% in U.S. dollars, driven by demand for AI applications. This segment represented 36% of the company's sales.

Robust Cash Flow Generation

Amphenol generated record operating cash flow of $1.417 billion and free cash flow of $1.122 billion, both reflecting significant financial strength.

Notable Acquisition

The company completed the acquisition of Narda-MITEQ, a leading provider of active RF and microwave components, enhancing its defense market offerings.

Amphenol (DE:XPH) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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DE:XPH Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 22, 2025	2025 (Q3)	0.68 / -	0.431	―	―	―
Jul 23, 2025	2025 (Q2)	0.58 / 0.70	0.38	84.09% (+0.32)	―
Apr 23, 2025	2025 (Q1)	0.45 / 0.54	0.345	57.50% (+0.20)	―
Jan 22, 2025	2024 (Q4)	0.43 / 0.47	0.354	34.15% (+0.12)	―
Oct 23, 2024	2024 (Q3)	0.39 / 0.43	0.336	28.21% (+0.09)	―
Jul 24, 2024	2024 (Q2)	0.35 / 0.38	0.311	22.22% (+0.07)	―
Apr 24, 2024	2024 (Q1)	0.32 / 0.35	0.298	15.94% (+0.05)	―
Jan 24, 2024	2023 (Q4)	0.33 / 0.35	0.336	5.13% (+0.02)	―
Oct 25, 2023	2023 (Q3)	0.32 / 0.34	0.345	-2.50% (>-0.01)	―
Jul 26, 2023	2023 (Q2)	0.29 / 0.31	0.324	-4.00% (-0.01)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

DE:XPH Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 23, 2025	€86.93	€81.03	-6.79%
Apr 23, 2025	€57.10	€64.09	+12.24%
Jan 22, 2025	€69.40	€73.97	+6.59%
Oct 23, 2024	€61.57	€62.73	+1.89%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Amphenol (DE:XPH) report earnings?

Amphenol (DE:XPH) is schdueled to report earning on Oct 22, 2025, Before Open (Confirmed).

What is Amphenol (DE:XPH) earnings time?

Amphenol (DE:XPH) earnings time is at Oct 22, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is the P/E ratio of Amphenol stock?

The P/E ratio of Amphenol is N/A.

What is DE:XPH EPS forecast?

DE:XPH EPS forecast for the fiscal quarter 2025 (Q3) is 0.68.

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