earnings
confidence high
sentiment positive
materiality 0.85
Amphenol reports record Q4 sales $6.4B, +49% YoY; adjusted EPS $0.97, +76%; closes CommScope CCS acquisition
AMPHENOL CORP /DE/
2025-FY EPS
reported $3.34
vs consensus $0.94
▲ beat
(+254.2%)
- Q4 GAAP diluted EPS $0.93 (+58% YoY); adjusted diluted EPS $0.97 (+76% YoY); sales $6.4B (+49% reported, +37% organic).
- Full-year 2025 sales $23.1B (+52%), GAAP diluted EPS $3.34 (+74%), adjusted diluted EPS $3.34 (+77%).
- Q4 adjusted operating margin 27.5%; full-year adjusted operating margin 26.2%; operating cash flow $1.7B (Q4) and $5.4B (FY).
- Closed CommScope CCS acquisition Jan 12, 2026; expects CCS to generate ~$4.1B sales and $0.15 adjusted EPS accretion in 2026.
- Q1 2026 guidance: sales $6.90-7.00B (+43-45% YoY), adjusted EPS $0.91-0.93 (+44-48% YoY); includes ~$900M CCS sales and $0.02 accretion.