Earnings summaries and quarterly performance for AMPHENOL CORP /DE/.
Executive leadership at AMPHENOL CORP /DE/.
R. Adam Norwitt
Detailed
President and Chief Executive Officer
CEO
CA
Craig A. Lampo
Detailed
Senior Vice President and Chief Financial Officer
DS
David Silverman
Detailed
Senior Vice President, Human Resources
LE
Lance E. D’Amico
Detailed
Senior Vice President, Secretary and General Counsel
LW
Luc Walter
Detailed
President, Harsh Environment Solutions Division
MR
Michael R. Ivas
Detailed
Principal Accounting Officer
PJ
Peter J. Straub
Detailed
President, Interconnect and Sensor Systems Division
WJ
William J. Doherty
Detailed
President, Communications Solutions Division
Board of directors at AMPHENOL CORP /DE/.
Research analysts who have asked questions during AMPHENOL CORP /DE/ earnings calls.
Amit Daryanani
Evercore
8 questions for APH
Also covers: AAPL, AKAM, ANET +22 more
AB
Andrew Buscaglia
BNP Paribas
8 questions for APH
Also covers: AME, CGNX, EMR +11 more
Luke Junk
Robert W. Baird & Co.
8 questions for APH
Also covers: ALSN, BB, BWA +10 more
MD
Mark Delaney
The Goldman Sachs Group, Inc.
8 questions for APH
Also covers: APTV, AUR, BDC +22 more
Scott Graham
Seaport Research Partners
8 questions for APH
Also covers: AEIS, AME, AOS +8 more
WM
Wamsi Mohan
Bank of America Merrill Lynch
8 questions for APH
Also covers: AAPL, AVT, DELL +13 more
AM
Asiya Merchant
Citigroup Global Markets Inc.
7 questions for APH
Also covers: CDW, CRCT, DELL +12 more
GH
Guy Hardwick
Freedom Capital Markets
7 questions for APH
Also covers: MANH, PI, SCSC +6 more
William Stein
Truist Securities
7 questions for APH
Also covers: ADI, ARW, AVGO +14 more
JG
Joseph Giordano
TD Cowen
6 questions for APH
Also covers: ABLZF, AME, ASAI +21 more
SC
Samik Chatterjee
JPMorgan Chase & Co.
6 questions for APH
Also covers: AAPL, ANET, CALX +32 more
SF
Steven Fox
Fox Research
6 questions for APH
Also covers: AMKR, BDC, BHE +23 more
JS
Joseph Spak
UBS Group AG
5 questions for APH
Also covers: ADNT, APTV, AXL +16 more
SB
Saree Boroditsky
Jefferies
3 questions for APH
Also covers: AOS, CSL, EMR +15 more
AM
Asiya Merchant
Citigroup
2 questions for APH
Also covers: SNDK
Steve Fox
Fox Advisors
2 questions for APH
JS
Joe Spak
UBS Group AG
1 question for APH
Also covers: APTV, DAN, GM +5 more
Michael
TD Cowen
1 question for APH
Also covers: GLBE, LOGI, OBK +2 more
Recent press releases and 8-K filings for APH.
Amphenol reports Q4 2025 results
APH
Earnings
Guidance Update
M&A
- Fourth quarter record sales of $6.439 billion, up 49% YoY in USD (37% organically); full year 2025 sales of $23.1 billion, up 52% USD (38% organically).
- Q4 GAAP operating margin 26.8% and adjusted 27.5%; GAAP diluted EPS $0.97 and adjusted EPS $0.93.
- Record Q4 orders of $8.431 billion, up 68% YoY and 38% sequentially, driven by AI-related data center demand; full year orders $25.4 billion, book-to-bill 1.1×.
- Q1 2026 guidance: sales $6.9–$7.0 billion (+43%–45% YoY) and adjusted EPS $0.91–$0.93, including $900 million sales and $0.02 EPS accretion from the CommScope acquisition.
- Completed Trexon and CCS acquisitions; expects CommScope to add $4.1 billion in 2026 sales and $0.15 to adjusted EPS.
7 days ago
Amphenol reports Q4 2025 results
APH
Earnings
M&A
Guidance Update
- In Q4 2025, sales reached $6.439 billion, up 49% in USD (+48% local, +37% organically).
- The company booked a record $8.431 billion in orders, up 68% YoY and 38% sequentially.
- Q4 adjusted operating margin was 27.5%, a 510 bp increase YoY, driven by robust volume leveraging.
- Adjusted EPS was $0.97, up 76% from Q4 2024.
- Amphenol closed the CCS acquisition in January (pro forma net leverage ~1.8×) and guided Q1 2026 sales of $6.9 billion–$7.0 billion (+43–45% YoY) and EPS of $0.91–$0.93 (+44–48% YoY).
7 days ago
Amphenol reports Q4 2025 results
APH
Earnings
Guidance Update
M&A
- Amphenol delivered record Q4 sales of $6.439 B, up 49% YoY, and FY2025 sales of $23.1 B, up 52% YoY.
- Q4 GAAP EPS was $0.97 and adjusted EPS was $0.93, up 58% and 76% YoY respectively; FY2025 record adjusted EPS reached $3.34, up 77%.
- Q4 orders hit a record $8.431 B, up 38% sequentially, driving an FY2025 book-to-bill of 1.1×; full-year orders rose 51% to $25.4 B.
- Segment performance: Communication Solutions sales of $3.4 B (+78% YoY) with 32.5% margin; Harsh Environment Solutions +31% YoY with 27.6% margin; Interconnect & Sensor Systems sales of $1.4 B (+21%) with 20.1% margin.
- Closed the $4 B+ CCS (CommScope) acquisition in January 2026, funded via bond proceeds and term loans; Q1 2026 guidance calls for $6.9 B–$7.0 B sales and $0.91–$0.93 EPS including $0.02 from CommScope.
7 days ago
Amphenol reports record Q4 and full-year 2025 results
APH
Earnings
M&A
Guidance Update
- Reported record Q4 net sales of $6.4 B (up 49% YoY) and full-year net sales of $23.1 B (up 52% YoY); GAAP diluted EPS was $0.93 for Q4 (+58%) and $3.34 for FY (+74%), with adjusted EPS at $0.97 and $3.34, respectively.
- Generated operating cash flow of $1.7 B in Q4 and $5.4 B for 2025, with free cash flow of $1.5 B and $4.4 B, respectively.
- Completed the Trexon acquisition in November and closed the CommScope CCS business in January 2026; CCS is expected to add approximately $4.1 B in 2026 sales and $0.15 to 2026 adjusted EPS.
- Returned nearly $1.5 B to shareholders in 2025 through share repurchases ($171 M) and dividends ($202 M).
- Issued Q1 2026 guidance for sales of $6.90–$7.00 B (up 43–45%) and adjusted EPS of $0.91–$0.93 (up 44–48%), including $900 M in sales and $0.02 EPS accretion from the CCS business.
7 days ago
Amphenol reports record Q4 and full-year 2025 results
APH
Earnings
M&A
Dividends
- Amphenol achieved record Q4 2025 sales of $6.4 billion (↑49% YoY) and GAAP diluted EPS of $0.93 (↑58%; Adjusted EPS $0.97, ↑76%).
- Full-year 2025 sales reached $23.1 billion (↑52% YoY; 38% organic), with GAAP and Adjusted diluted EPS of $3.34 (↑74% and ↑77%), operating margin of 25.4% GAAP (26.2% adjusted), operating cash flow of $5.4 billion, and free cash flow of $4.4 billion.
- Completed the Trexon acquisition in Q4, marking the fifth acquisition of 2025.
- Returned nearly $1.5 billion to shareholders via share repurchases and dividends.
7 days ago
Amphenol opens offer for ADC India Communications shares
APH
M&A
- Amphenol, following its CCS Acquisition from Vistance Networks, launched a mandatory open offer under SEBI (SAST) Regulations to acquire up to 1,196,000 equity shares (26.00% of voting share capital) of ADC India Communications Limited.
- The offer price is INR 1,233.59 per share (≈US$13.68), with total cash consideration of INR 1,475,373,640 (≈US$16.36 million) assuming full acceptance.
- The Open Offer is unconditional on minimum acceptance and uses a conversion rate of US$ 1 = INR 90.2016 as of January 14, 2026.
Jan 15, 2026, 1:00 PM
Amphenol completes acquisition of CommScope CCS business
APH
M&A
- On January 9, 2026, Amphenol acquired CommScope’s Connectivity and Cable Solutions (CCS) business for approximately $10.5 billion in cash, subject to customary post-closing adjustments.
- The CCS unit is expected to generate $4.1 billion in full-year 2026 sales and be $0.15 accretive to Amphenol’s 2026 diluted EPS, excluding acquisition-related expenses.
- The acquisition adds significant fiber optic interconnect capabilities for IT/datacom and communications networks, as well as industrial interconnect products for building infrastructure.
- Approximately 20,000 CCS employees will join Amphenol, and the business will be integrated into its Communications Solutions segment.
Jan 12, 2026, 1:30 PM
Amphenol completes acquisition of CCS business from CommScope
APH
M&A
- Amphenol Corp. finalized its purchase of CommScope’s Connectivity and Cable Solutions (CCS) business, integrating about 20,000 employees into the company.
- The acquisition expands Amphenol’s fiber-optic interconnect and industrial connectivity portfolio within its Communications Solutions segment.
- Amphenol projects $4.1 billion in full-year 2026 sales from the CCS business.
- The transaction is expected to be $0.15 accretive to Amphenol’s 2026 diluted EPS, excluding acquisition-related expenses.
Jan 12, 2026, 1:00 PM
Amphenol issues $7.5 B in Senior Notes
APH
Debt Issuance
- Amphenol priced $7.5 billion aggregate principal amount of senior notes across seven tranches: $500 million floating-rate due 2027; $750 million of 3.800% due 2027; $750 million of 3.900% due 2028; $1.0 billion of 4.125% due 2030; $1.25 billion of 4.400% due 2033; $1.6 billion of 4.625% due 2036; and $1.65 billion of 5.300% due 2055.
- The notes were issued under the indenture dated March 16, 2023 and registered pursuant to a Form S-3, with a final prospectus supplement filed October 27, 2025.
- Special counsel opined that, upon execution, authentication and delivery, the notes will constitute valid, binding obligations of the company.
Nov 10, 2025, 9:39 PM
Amphenol completes Trexon acquisition
APH
M&A
- Amphenol Corp. (NYSE: APH) completed its acquisition of Trexon from Audax Private Equity for $1 billion in cash.
- Trexon is expected to be accretive to earnings in the first year post-closing and will be integrated into Amphenol’s Harsh Environment Solutions segment.
- CEO R. Adam Norwitt emphasized the enhanced technology solutions from combining Trexon’s high-reliability cable assembly products with Amphenol’s interconnect offerings.
Nov 6, 2025, 1:00 PM
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