APH
Amphenol·NYSE
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APH fundamentals
Amphenol (APH) released its earnings on Jan 28, 2026: revenue was 6.44B (YoY +49.12%), beat estimates; EPS was 0.97 (YoY +76.36%), beat estimates.
Revenue / YoY
6.44B
+49.12%
EPS / YoY
0.97
+76.36%
Report date
Jan 28, 2026
APH Earnings Call Summary for Q4,2025
- Revenue and EPS Records: Q4 2025 sales of $6.4 billion (+49% YoY), adjusted EPS of $0.97 (+76% YoY). Full-year sales up 52% to $23.1 billion.
- AI-Driven Growth: IT datacom sales surged 124% YoY, with AI applications driving 8% sequential growth. CCS acquisition adds $4.1 billion in 2026 sales.
- Strong Cash Flow: Q4 free cash flow of $1.5 billion, full-year $4.4 billion. Returned $1.5 billion to shareholders in 2025.
- Acquisition Impact: CCS to contribute $0.15 EPS in 2026, with Q1 2026 guidance of $6.9-$7 billion in sales.
- Market Expansion: Defense (+44% YoY), industrial (+20% YoY), and automotive (+12% YoY) markets show broad-based strength.
EPS
Actual | 0.1775 | 0.2025 | 0.2725 | 0.2825 | 0.26 | 0.305 | 0.325 | 0.35 | 0.335 | 0.375 | 0.4 | 0.39 | 0.345 | 0.36 | 0.39 | 0.41 | 0.4 | 0.44 | 0.5 | 0.55 | 0.63 | 0.81 | 0.93 | 0.97 | ||||||||||||||||
Forecast | 0.1845 | 0.1559 | 0.2191 | 0.2552 | 0.2362 | 0.277 | 0.3139 | 0.3174 | 0.3064 | 0.3379 | 0.3746 | 0.3741 | 0.3342 | 0.3399 | 0.3702 | 0.3833 | 0.3674 | 0.4087 | 0.4517 | 0.5017 | 0.5234 | 0.6666 | 0.7932 | 0.9329 | ||||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -3.79% | +29.89% | +24.37% | +10.70% | +10.08% | +10.11% | +3.54% | +10.27% | +9.33% | +10.98% | +6.78% | +4.25% | +3.23% | +5.91% | +5.35% | +6.97% | +8.87% | +7.66% | +10.69% | +9.63% | +20.37% | +21.51% | +17.25% | +3.98% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 1.86B | 1.99B | 2.32B | 2.43B | 2.38B | 2.65B | 2.82B | 3.03B | 2.95B | 3.14B | 3.30B | 3.24B | 2.97B | 3.05B | 3.20B | 3.33B | 3.26B | 3.61B | 4.04B | 4.32B | 4.81B | 5.65B | 6.19B | 6.44B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 1.83B | 1.75B | 2.04B | 2.22B | 2.18B | 2.48B | 2.72B | 2.76B | 2.76B | 2.94B | 3.11B | 3.15B | 2.90B | 2.95B | 3.10B | 3.16B | 3.10B | 3.39B | 3.81B | 4.07B | 4.30B | 5.04B | 5.53B | 6.19B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +1.72% | +13.31% | +14.09% | +9.10% | +8.84% | +6.83% | +3.78% | +9.56% | +7.08% | +6.73% | +5.85% | +2.80% | +2.50% | +3.48% | +3.29% | +5.40% | +4.95% | +6.48% | +6.10% | +6.00% | +11.99% | +12.12% | +11.97% | +3.96% |
Earnings Call
You can ask Aime
What were the key takeaways from Amphenol’s earnings call?What guidance did Amphenol's management provide for the next earnings period?What factors drove the changes in Amphenol's revenue and profit?What is the revenue and EPS growth rate for Amphenol year over year?What were the key takeaways from Amphenol's earnings call?What does Amphenol do and what are its main business segments?What is the market's earnings forecast for Amphenol next quarter?What is Amphenol's latest dividend and current dividend yield?
