earnings
confidence high
sentiment positive
materiality 0.80
Amphenol Q1 sales $4.8B record, adjusted EPS $0.63 beat guidance; guides Q2 above consensus
AMPHENOL CORP /DE/
2025-Q1 EPS reported
$0.58
revenue$4,811,000,000
- Record sales $4.8B, up 48% YoY (33% organic); GAAP EPS $0.58 (+32%), adjusted EPS $0.63 (+58%).
- Record adjusted operating margin 23.5%; operating cash flow $765M, free cash flow $580M.
- Closed acquisitions of LifeSync and CommScope's OWN/DAS (now Andrew); Andrew expected $0.09 accretive to FY2025 adjusted EPS.
- Q2 2025 outlook: sales $4.90-5.00B (36-39% YoY), adjusted EPS $0.64-0.66 (45-50% YoY).
- Returned $380M to shareholders via $180.9M buybacks (2.7M shares) and $200M dividends.