Amphenol Q2 record sales $5.7B, adj. EPS $0.81, beats guidance; Q3 guide $5.4-5.5B

AMPHENOL CORP /DE/

2025-Q2 EPS reported $1.44 vs consensus $0.67 ▲ beat (+115.0%)

Record Q2 sales of $5.7B, up 57% YoY (41% organic); GAAP diluted EPS $0.86 (+110%); adj. diluted EPS $0.81 (+84%).
Adjusted operating margin reached record 25.6%; operating cash flow $1.4B, free cash flow $1.1B.
Acquired Narda-MITEQ in May 2025 for ~$120M annual sales; defense RF interconnect components.
Q3 2025 outlook: sales $5.4-5.5B (34-36% YoY growth); adj. diluted EPS $0.77-0.79 (54-58% YoY growth).
Returned $360M to shareholders in Q2: $160M share repurchases (2.0M shares) and $200M dividends.

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