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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
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Q4,2017
Q1,2018
Q2,2018
Q3,2018
Q4,2018
Q1,2019
Q2,2019
Q3,2019
Q4,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
0.17750.20250.27250.28250.260.3050.3250.350.3350.3750.40.390.3450.360.390.410.40.440.50.550.630.810.930.97
Forecast
0.18450.15590.21910.25520.23620.2770.31390.31740.30640.33790.37460.37410.33420.33990.37020.38330.36740.40870.45170.50170.52340.66660.79320.9329
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
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Q3,2017
Q4,2017
Q1,2018
Q2,2018
Q3,2018
Q4,2018
Q1,2019
Q2,2019
Q3,2019
Q4,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
--------------------------------1.86B1.99B2.32B2.43B2.38B2.65B2.82B3.03B2.95B3.14B3.30B3.24B2.97B3.05B3.20B3.33B3.26B3.61B4.04B4.32B4.81B5.65B6.19B6.44B
Forecast
--------------------------------1.83B1.75B2.04B2.22B2.18B2.48B2.72B2.76B2.76B2.94B3.11B3.15B2.90B2.95B3.10B3.16B3.10B3.39B3.81B4.07B4.30B5.04B5.53B6.19B
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