secwatch.observer — SEC 8-K summary
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Issuer:     AMPHENOL CORP /DE/ (APH)
CIK:        0000820313
Form:       8-K
Filed at:   2025-07-23T23:59:59+00:00
Accession:  0001558370-25-009413
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/820313/000155837025009413/0001558370-25-009413-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/820313/000155837025009413/aph-20250723x8k.htm
  HTML page:      https://secwatch.observer/filing/0001558370-25-009413

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