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Amphenol (APH)
NYSE:APH
Earnings Data
Report Date
Jul 23, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.66Last Year’s EPS
0.44Same Quarter Last Year
Strong Buy
Based on 9 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 23, 2025
|% Change Since: 21.93%
|Next Earnings Date:Jul 23, 2025
Earnings Call Sentiment|Positive
Amphenol Corporation delivered a strong performance in Q1 2025 with record sales and operating margins, driven by robust growth in the IT datacom and defense markets. Despite challenges in the commercial aerospace and automotive sectors, the company's diversification and successful acquisitions bolster its market position. However, potential impacts from tariffs and continued struggles in the factory automation market pose risks.Company Guidance
During the First Quarter 2025 earnings call for Amphenol Corporation, the company provided robust financial guidance, reflecting strong performance across various metrics. The company reported record sales of $4,811 million, marking a 48% increase in U.S. dollars and 33% organic growth compared to the prior year. Orders reached a record $5,292 million, resulting in a book-to-bill ratio of 1.1 to 1. GAAP operating income was $1,025 million with a GAAP operating margin of 21.3%, while adjusted operating income was $1,130 million, leading to a record adjusted operating margin of 23.5%. The adjusted diluted EPS increased by 58% to $0.63. Operating cash flow was $765 million, and free cash flow was $580 million. The company also repurchased 2.7 million shares of common stock, returning approximately $380 million to shareholders. For the second quarter, Amphenol expects sales between $4,900 million and $5 billion, with an adjusted diluted EPS range of $0.64 to $0.66, indicating a year-over-year growth of 36% to 39% in sales and 45% to 50% in adjusted EPS.Record Sales and Growth
Amphenol Corporation achieved record sales of $4,811 million in Q1 2025, up 48% in U.S. dollars and 33% organically compared to Q1 2024. Orders reached a record $5,292 million, up 58% from the prior year.
Strong Operating Margins
The company reported a record adjusted operating margin of 23.5%, up 250 basis points from the prior year quarter, driven by strong operating leverage.
Acquisition of Andrew and LifeSync
Amphenol completed the acquisition of the Andrew Business from CommScope and LifeSync, expanding its portfolio and contributing to expected earnings accretion.
IT Datacom Market Performance
Amphenol's IT datacom market sales grew by 133% year-over-year and 34% sequentially, driven by demand for AI-related products.
Defense Market Growth
Sales in the defense market grew 21% year-over-year, driven by broad-based growth across all segments and geographies.
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APH Earnings History
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
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APH Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Apr 23, 2025 | $65.75 | $71.15 | +8.21% |
| Jan 22, 2025 | $72.53 | $77.64 | +7.05% |
| Oct 23, 2024 | $66.53 | $68.14 | +2.42% |
| Jul 24, 2024 | $65.77 | $61.53 | -6.45% |
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.
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FAQ
When does Amphenol (APH) report earnings?
Amphenol (APH) is schdueled to report earning on Jul 23, 2025, TBA Not Confirmed.
What is Amphenol (APH) earnings time?
Amphenol (APH) earnings time is at Jul 23, 2025, TBA Not 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 APH EPS forecast?
APH EPS forecast for the fiscal quarter 2025 (Q2) is 0.66.
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