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Amphenol (APH)
NYSE:APH
Earnings Data
Report Date
Apr 29, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.94Last Year’s EPS
0.63Same Quarter Last Year
Strong Buy
Based on 12 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a strongly positive operational and financial story: record sales, record orders, substantial margin expansion, exceptional free cash flow and strategic acquisitions that materially broaden product offerings (notably in fiber optics and data center interconnect). Near‑term headwinds include higher tax rates, acquisition‑related costs, increased interest expense and a temporary margin drag from the recently closed CommScope business, plus normal seasonal softness in several end markets. On balance the positives (record growth, margins, cash generation, strong order book, strategic M&A and ample liquidity) materially outweigh the lowlights, and management communicated confidence in execution and disciplined capital allocation.Company Guidance
Record Quarterly and Full‑Year Sales
Q4 sales reached a record $6.439 billion, up 49% in US dollars and 37% organically vs. 2024. Full‑year 2025 sales were ~$23.1 billion, up 52% in US dollars, 51% in local currencies and 38% organically vs. 2024.
Record Orders and Strong Book‑to‑Bill
Q4 orders were a record $8.4 billion (up 68% YoY and 38% sequentially), producing a book‑to‑bill of 1.31. Full‑year orders were $25.4 billion (up 51%) with a book‑to‑bill of 1.1.
Outstanding Profitability and Margin Expansion
Q4 adjusted operating margin was 27.5% (up 510 basis points YoY) and GAAP operating margin was 26.8% (includes $47M acquisition‑related costs). Full‑year adjusted operating margin set a record at 26.2% (up 450 basis points YoY).
Record EPS and Cash Generation
Q4 GAAP diluted EPS $0.97 and adjusted diluted EPS $0.93. Full‑year adjusted diluted EPS reached a record level (management cited ~77% growth YoY). Q4 operating cash flow was $1.7 billion (144% of net income) and free cash flow was $1.5 billion (123% of net income). Full‑year operating cash flow was a record $5.4 billion and free cash flow was a record $4.4 billion (103% of net income).
Strategic M&A and Strengthened Portfolio
Closed the CommScope (CCS) acquisition in January (management expects ~ $4.1B of annual sales and ~ $0.15 EPS accretion to 2026) and closed Trexon (~$290M sales). Five acquisitions in 2025 (including Andrew, Trexon, Nardemitek, LifeSync, Rochester Sensors) added nearly $2 billion of annualized sales, expanding fiber, high‑speed and defense interconnect capabilities.
Segment Outperformance — IT Datacom and Communications
IT datacom represented 38% of Q4 sales and grew ~110% YoY in Q4 (full‑year growth ~124% USD) driven by AI demand. Communication & Connectivity segment Q4 sales $3.4B (+78% USD, +60% organic) with segment margin 32.5%. Defense grew 44% in Q4 (29% organic) and commercial air/industrial/automotive saw broad‑based organic growth.
Strong Capital Allocation and Liquidity
Returned significant capital to shareholders (nearly $1.5 billion in 2025, ~7.5M shares repurchased on the year; Q4 repurchases 1.3M shares at ~$134 average). End‑of‑Q4 liquidity $17.5 billion (cash & short‑term investments $11.4B plus facility availability). Q4 EBITDA $2.0B and net leverage 0.6x (pro forma including CCS ~1.8x).
Guidance and Near‑Term Growth Visibility
Q1 2026 guidance: sales $6.9–7.0 billion (growth +43% to +45% YoY) and adjusted diluted EPS $0.91–0.93 (+44% to +48% YoY). Guidance includes $900M of Q1 sales and ~$ $0.02 of adjusted EPS accretion from CommScope.
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
APH Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 28, 2026 | $166.25 | $145.96 | -12.20% |
Oct 22, 2025 | $124.20 | $128.68 | +3.61% |
Jul 23, 2025 | $101.44 | $100.38 | -1.04% |
Apr 23, 2025 | $65.42 | $70.79 | +8.21% |
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 (APH) report earnings?
Amphenol (APH) is schdueled to report earning on Apr 29, 2026, Before Open (Confirmed).
What is Amphenol (APH) earnings time?
Amphenol (APH) earnings time is at Apr 29, 2026, 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 APH EPS forecast?
APH EPS forecast for the fiscal quarter 2026 (Q1) is 0.94.