earnings
confidence high
sentiment positive
materiality 0.75
Amphenol Q4 record sales $3.33B, adj. EPS $0.82; Q1 guidance sees 2-4% sales growth
AMPHENOL CORP /DE/
2023-FY EPS reported
$3.11
revenue$12,555,000,000
- Q4 sales $3.33B (+3% YoY), adjusted diluted EPS $0.82 (record, +5% YoY).
- Q4 GAAP operating margin 20.7%, record adjusted operating margin 21.2%.
- Full year 2023 sales $12.55B, record GAAP diluted EPS $3.11 (+2% YoY), record adjusted diluted EPS $3.01.
- Closed four acquisitions in Q4 (TPC, Airmar, LID, PCTEL) with combined ~$325M annual sales.
- Q1 2024 guidance: sales $3.04-3.10B (+2-4% YoY), adj. EPS $0.71-0.73 (+3-6% YoY).