earnings
confidence high
sentiment positive
materiality 0.85
Amphenol Q3 record sales $6.2B (+53% YoY); EPS $0.97 (+102%); dividend raised 52% to $0.25
AMPHENOL CORP /DE/
2025-Q3 EPS
reported $2.41
vs consensus $0.80
▲ beat
(+199.8%)
- GAAP diluted EPS $0.97 vs $0.48 prior year, up 102%; adjusted diluted EPS $0.93, up 86%.
- Record operating margin 27.5% (GAAP and adjusted); operating cash flow $1.5B, free cash flow $1.2B.
- Quarterly dividend increased 52% to $0.25 per share, payable Jan 7, 2026 to holders of record Dec 16, 2025.
- Q4 2025 guidance: sales $6.0-6.1B (+39-41% YoY); adjusted EPS $0.89-0.91 (+62-65% YoY).
- Acquired Rochester Sensors (Aug 2025; ~$100M annual sales); CCS acquisition expected close Q1 2026, Trexon by end of Q4 2025.