View Future GrowthAmphenol 過去の業績過去 基準チェック /56Amphenolは、平均年間22.6%の収益成長を遂げていますが、 Electronic業界の収益は、年間 減少しています。収益は、平均年間13.5% 17.7%収益成長率で 成長しています。 Amphenolの自己資本利益率は32%であり、純利益率は17.2%です。主要情報22.60%収益成長率22.10%EPS成長率Electronic 業界の成長1.03%収益成長率17.72%株主資本利益率31.97%ネット・マージン17.24%次回の業績アップデート29 Jul 2026最近の業績更新Reported Earnings • Apr 30First quarter 2026 earnings released: EPS: US$0.76 (vs US$0.61 in 1Q 2025)First quarter 2026 results: EPS: US$0.76 (up from US$0.61 in 1Q 2025). Revenue: US$7.62b (up 58% from 1Q 2025). Net income: US$933.0m (up 27% from 1Q 2025). Profit margin: 12% (down from 15% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 54% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 09+ 2 more updatesAmphenol Corporation to Report Q2, 2026 Results on Jul 29, 2026Amphenol Corporation announced that they will report Q2, 2026 results at 1:00 PM, US Eastern Standard Time on Jul 29, 2026お知らせ • Feb 18Amphenol Corporation to Report Q1, 2026 Results on Apr 29, 2026Amphenol Corporation announced that they will report Q1, 2026 results at 1:00 PM, US Eastern Standard Time on Apr 29, 2026Reported Earnings • Jan 29Full year 2025 earnings released: EPS: US$3.51 (vs US$2.01 in FY 2024)Full year 2025 results: EPS: US$3.51 (up from US$2.01 in FY 2024). Revenue: US$23.1b (up 52% from FY 2024). Net income: US$4.27b (up 76% from FY 2024). Profit margin: 19% (up from 16% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 50% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Oct 23Third quarter 2025 earnings released: EPS: US$1.02 (vs US$0.50 in 3Q 2024)Third quarter 2025 results: EPS: US$1.02 (up from US$0.50 in 3Q 2024). Revenue: US$6.19b (up 53% from 3Q 2024). Net income: US$1.25b (up 106% from 3Q 2024). Profit margin: 20% (up from 15% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 21+ 3 more updatesAmphenol Corporation to Report Q4, 2024 Results on Jan 22, 2025Amphenol Corporation announced that they will report Q4, 2024 results on Jan 22, 2025すべての更新を表示Recent updatesValuation Update With 7 Day Price Move • May 26Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €122, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 23x in the Electronic industry in Germany. Total returns to shareholders of 252% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €118 per share.Declared Dividend • May 11First quarter dividend of US$0.25 announcedShareholders will receive a dividend of US$0.25. Ex-date: 23rd June 2026 Payment date: 15th July 2026 Dividend yield will be 0.7%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 62% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 08Amphenol Corporation announces Quarterly dividend, payable on July 15, 2026Amphenol Corporation announced Quarterly dividend of USD 0.2500 per share payable on July 15, 2026, ex-date on June 23, 2026 and record date on June 23, 2026.お知らせ • May 02Amphenol Corporation Provides Earnings Guidance for the Second Quarter of 2026Amphenol Corporation provided earnings guidance for the second quarter of 2026. The company expected sales to be in the range of $8.1 billion to $8.2 billion, representing a 43% to 45% increase over the prior year quarter. Diluted EPS (GAAP) to be between $1.13 to $1.15.Reported Earnings • Apr 30First quarter 2026 earnings released: EPS: US$0.76 (vs US$0.61 in 1Q 2025)First quarter 2026 results: EPS: US$0.76 (up from US$0.61 in 1Q 2025). Revenue: US$7.62b (up 58% from 1Q 2025). Net income: US$933.0m (up 27% from 1Q 2025). Profit margin: 12% (down from 15% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 54% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Apr 17Now 20% overvaluedOver the last 90 days, the stock has fallen 3.2% to €128. The fair value is estimated to be €106, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €126, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 26x in the Electronic industry in Germany. Total returns to shareholders of 260% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €109 per share.お知らせ • Apr 09Amphenol Corporation, Annual General Meeting, May 21, 2026Amphenol Corporation, Annual General Meeting, May 21, 2026. Location: amphenol corporation, world headquarters, conference center, 358 hall avenue, wallingford, ct 06492, United StatesUpcoming Dividend • Mar 16Upcoming dividend of US$0.25 per shareEligible shareholders must have bought the stock before 23 March 2026. Payment date: 14 April 2026. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (1.5%).お知らせ • Mar 09+ 2 more updatesAmphenol Corporation to Report Q2, 2026 Results on Jul 29, 2026Amphenol Corporation announced that they will report Q2, 2026 results at 1:00 PM, US Eastern Standard Time on Jul 29, 2026お知らせ • Feb 18Amphenol Corporation to Report Q1, 2026 Results on Apr 29, 2026Amphenol Corporation announced that they will report Q1, 2026 results at 1:00 PM, US Eastern Standard Time on Apr 29, 2026Declared Dividend • Feb 08Fourth quarter dividend of US$0.25 announcedShareholders will receive a dividend of US$0.25. Ex-date: 23rd March 2026 Payment date: 14th April 2026 Dividend yield will be 0.6%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (21% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 23% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 55% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Recent Insider Transactions • Feb 08Independent Director recently bought €1.1m worth of stockOn the 5th of February, Robert Livingston bought around 10k shares on-market at roughly €109 per share. This transaction amounted to 7.8% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €31m more in shares than they bought in the last 12 months.お知らせ • Feb 05+ 1 more updateAmphenol Corporation Announces Board ChangesAmphenol Corporation announced that the Board of Directors has appointed R. Adam Norwitt, currently serving as President and Chief Executive Officer, to the additional role of Chairman of the Board, effective on the date of the Company’s 2026 Annual Meeting of Stockholders, which is expected to be in May 2026. After more than five decades with Amphenol, including serving as President from 1987 to 2006, Chief Executive Officer from 1996 to 2008 and as Chairman of the Board since 1997, Martin H. Loeffler intends to retire from the Board also effective in May. As part of this leadership transition, David P. Falck, who has served as a Director since 2013 and Presiding Director since 2016, will continue to serve as Lead Independent Director.Board Change • Feb 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. Independent Director Sanjiv Lamba was the last director to join the board, commencing their role in 2026. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Jan 29Full year 2025 earnings released: EPS: US$3.51 (vs US$2.01 in FY 2024)Full year 2025 results: EPS: US$3.51 (up from US$2.01 in FY 2024). Revenue: US$23.1b (up 52% from FY 2024). Net income: US$4.27b (up 76% from FY 2024). Profit margin: 19% (up from 16% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 50% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 28Amphenol Corporation Provides Earnings Guidance for the First Quarter of 2026Amphenol Corporation provided earnings guidance for the first quarter of 2026. Assuming the continuation of current market conditions as well as constant exchange rates, for the first quarter of 2026, Amphenol expects sales to be in the range of $6.90 billion to $7.00 billion, representing a 43% to 45% increase over the prior year quarter.Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €134, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 22x in the Electronic industry in Germany. Total returns to shareholders of 273% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €95.49 per share.Buy Or Sell Opportunity • Jan 09Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to €120. The fair value is estimated to be €98.56, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 48% in the next 2 years.お知らせ • Jan 09Amphenol Corporation Appoints Sanjiv Lamba to Board of DirectorsAmphenol Corporation announced that Sanjiv Lamba has been appointed to Amphenol’s board of directors, increasing the size of the Company’s board to nine members. Sanjiv Lamba is currently the Chief Executive Officer of Linde plc, a leading global industrial gases and engineering company. He brings nearly thirty years of global leadership experience to Amphenol’s board. Prior to his current role as CEO, Mr. Lamba served as Chief Operating Officer of Linde, where he was responsible for the regional operating segments of the Americas, APAC and EMEA, as well as Linde Engineering, Lincare and certain other global functions. Prior to being named COO, Mr. Lamba led Linde’s operations in the Asia-Pacific region across a footprint of nearly 20 countries in the region. He joined Linde in 2006 when the company acquired BOC Group, where he served as Managing Director, Process Gas Solutions, South and Southeast Asia. Mr. Lamba has been with Linde/BOC for almost his entire career, having joined BOC India in 1989. He holds a Bachelor of Commerce degree from the University of Calcutta’s St. Xavier’s College, and qualified as a Chartered Accountant from the Institute of Chartered Accountants of India.Buy Or Sell Opportunity • Dec 21Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 9.3% to €113. The fair value is estimated to be €93.51, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 47% in the next 2 years.Upcoming Dividend • Dec 09Upcoming dividend of US$0.25 per shareEligible shareholders must have bought the stock before 16 December 2025. Payment date: 07 January 2026. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (1.9%).Recent Insider Transactions • Nov 14Senior VP & CFO recently sold €32m worth of stockOn the 11th of November, Craig Lampo sold around 258k shares on-market at roughly €123 per share. This transaction amounted to 34% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Craig's only on-market trade for the last 12 months.お知らせ • Nov 06Amphenol Corporation (NYSE:APH) completed the acquisition of TPC Holdings, LLC from Audax Management Company, LLC and others.Amphenol Corporation (NYSE:APH) entered into an agreement to acquire TPC Holdings, LLC from Audax Management Company, LLC and others for approximately $1 billion on August 18, 2025. The consideration will be in cash, subject to customary post-closing adjustments. Amphenol will finance the transaction with cash on hand. The transaction is subject to certain regulatory approvals and other customary closing conditions. The transaction is expected to close in the fourth quarter of 2025. The acquisition will be included in the Harsh Environment Solutions segment and is expected to be accretive to Amphenol’s earnings per share in the first year post closing. William Blair & Company L.L.C. and Guggenheim Securities L.L.C. acted as financial advisors, while Jeffrey Seifman, Daniel A. Guerin and Christopher Grady of Kirkland & Ellis LLP and Fredrikson & Byron served as legal counsel to Audax Management Company, LLC. Winston & Strawn LLP acted as legal advisor to Amphenol Corporation. Amphenol Corporation (NYSE:APH) completed the acquisition of TPC Holdings, LLC from Audax Management Company, LLC and others on November 6, 2025. Trexon is expected to be accretive to earnings in the first year post closing.Declared Dividend • Oct 24Third quarter dividend of US$0.25 announcedShareholders will receive a dividend of US$0.25. Ex-date: 16th December 2025 Payment date: 7th January 2026 Dividend yield will be 0.6%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (21% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 23% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 63% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Oct 23Third quarter 2025 earnings released: EPS: US$1.02 (vs US$0.50 in 3Q 2024)Third quarter 2025 results: EPS: US$1.02 (up from US$0.50 in 3Q 2024). Revenue: US$6.19b (up 53% from 3Q 2024). Net income: US$1.25b (up 106% from 3Q 2024). Profit margin: 20% (up from 15% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 22+ 2 more updatesAmphenol Corporation (NYSE:APH) acquired Rochester Sensors, LLC.Amphenol Corporation (NYSE:APH) acquired Rochester Sensors, LLC in August 2025. For the period ending December 31, 2024, Rochester Sensors, LLC reported total revenue of approximately $100 million. Amphenol Corporation (NYSE:APH) completed the acquisition of Rochester Sensors, LLC in August 2025.Buy Or Sell Opportunity • Sep 18Now 20% overvaluedThe stock has been flat over the last 90 days, currently trading at €103. The fair value is estimated to be €85.44, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.Declared Dividend • Sep 15Second quarter dividend of US$0.17 announcedShareholders will receive a dividend of US$0.17. Ex-date: 16th September 2025 Payment date: 8th October 2025 Dividend yield will be 0.7%, which is lower than the industry average of 1.4%. Payout Ratios Payout ratio: 25%. Cash payout ratio: 29%.Board Change • Sep 10Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Director Prahlad Singh was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jul 25Amphenol Corporation (NYSE:APH) acquired Lutze Inc.Amphenol Corporation (NYSE:APH) acquired Lutze Inc. on May 31, 2024. Amphenol Corporation (NYSE:APH) completed the acquisition of Lutze Inc. on May 31, 2024.お知らせ • Jul 24+ 1 more updateAmphenol Corporation Approves Quarterly Dividend, Payable on October 9, 2024Amphenol Corporation approved a 50% increase in the Company’s quarterly dividend, from $0.11 per share to $0.165 per share. The new dividend amount will be paid on October 9, 2024 to shareholders of record as of September 17, 2024.お知らせ • Jul 03Amphenol Corporation(NYSE:APH) dropped from Russell Midcap Growth IndexAmphenol Corporation(NYSE:APH) dropped from Russell Midcap Growth Indexお知らせ • May 23Amphenol Corporation (NYSE:APH) completed the acquisition of Carlisle Interconnect Technologies Inc. from Carlisle Companies Incorporated (NYSE:CSL).Amphenol Corporation (NYSE:APH) signed a definitive agreement to acquire Carlisle Interconnect Technologies Inc. from Carlisle Companies Incorporated (NYSE:CSL) for $2 billion on January 30, 2024. The purchase price is in cash, subject to customary post-closing adjustments. The acquisition of CIT will be financed through a combination of cash on hand as well as the Company’s existing credit and commercial paper facilities. The transaction is expected to be completed by the end of the second quarter of 2024 and is subject to certain regulatory approvals and other customary closing conditions. CIT is expected to be accretive to Amphenol’s earnings per share in the first year post closing, excluding acquisition-related costs. Evercore is serving as Amphenol’s financial advisor for the transaction and Robert Katz, Charles Ruck, Joshua Friedman, Jocelyn Noll, Morgan Brubaker, Jason Cruise, Max Hauser, Peter Todaro, Patrick English, Jana Dammann de Chapto, Shira Bressler; Heather Deixler, Christopher Norton, Chad Jennings; Nineveh Alkhas, Laura Waller, Drew Levin and Hannah Cary of Latham & Watkins, LLP, Latham & Watkins Gmbh, Latham & Watkins Frankfurt and Latham & Watkins Australia acting as its legal advisors. J.P. Morgan Securities LLC is serving as Carlisle’s financial advisor for the transaction. Eric Schiele, Maggie Flore, Dean Shulman, Sehj Vather, Matt Reilly, Chuck Boyars, Matt Lovell, Joanna Schlingbaum, Michael Alcan and Daniel Yip of Kirkland and Ellis LLP acted as legal advisor in the transaction. Amphenol Corporation (NYSE:APH) completed the acquisition of Carlisle Interconnect Technologies Inc. from Carlisle Companies Incorporated (NYSE:CSL) on May 21, 2024.お知らせ • May 03Amphenol Corporation Announces Second Quarter 2024 Dividend, Payable on July 10, 2024Amphenol Corporation announced that its Board of Directors approved the second quarter 2024 dividend on its Common Stock in the amount of $0.22 per share at its meeting held on May 1, 2024. The Company will pay this second quarter 2024 dividend on July 10, 2024 to shareholders of record as of June 18, 2024.お知らせ • Apr 25Amphenol Corporation Provides Earnings Guidance for the Second Quarter of 2024Amphenol Corporation provided earnings guidance for the second quarter of 2024. For the quarter, the company expects sales to be in the range of $3.24 billion to $3.30 billion. This represents a 6% to 8% increase over the prior year quarter.お知らせ • Apr 24Amphenol Corporation (NYSE:APH) announces an Equity Buyback for $2,000 million worth of its shares.Amphenol Corporation (NYSE:APH) announces a share repurchase program. Under the program, the company will repurchase up to $2,000 million worth of common stock. The plan will be valid for 3 years.お知らせ • Apr 09Amphenol Corporation, Annual General Meeting, May 16, 2024Amphenol Corporation, Annual General Meeting, May 16, 2024, at 11:00 US Eastern Standard Time. Location: World Headquarters Conference Center 358 Hall Avenue Wallingford United States Agenda: To consider to elect nine directors as named for the term indicated in the proxy statement; to consider To ratify and approve the 2024 Restricted Stock Plan for Directors of Amphenol Corporation; to consider To ratify the selection of Deloitte & Touche LLP as independent public accountants; to consider to conduct an advisory vote to approve compensation of named executive officers; to consider To approve an amendment to the Company's Restated Certificate of Incorporation to reflect new Delaware law provisions regarding officer exculpation; and to discuss other matters.お知らせ • Mar 21+ 3 more updatesAmphenol Corporation to Report Q4, 2024 Results on Jan 22, 2025Amphenol Corporation announced that they will report Q4, 2024 results on Jan 22, 2025お知らせ • Feb 02Amphenol Corporation Announces First Quarter 2024 Dividend, Payable on April 10, 2024Amphenol Corporation announced that its Board of Directors approved the first quarter 2024 dividend on its Common Stock in the amount of $0.22 per share at its meeting held on January 31, 2024. The Company will pay this first quarter 2024 dividend on April 10, 2024 to shareholders of record as of March 19, 2024.お知らせ • Jan 31Amphenol Corporation (NYSE:APH) signed a definitive agreement to acquire Carlisle Interconnect Technologies Inc. from Carlisle Companies Incorporated (NYSE:CSL) for $2 billion.Amphenol Corporation (NYSE:APH) signed a definitive agreement to acquire Carlisle Interconnect Technologies Inc. from Carlisle Companies Incorporated (NYSE:CSL) for $2 billion on January 30, 2024. The purchase price is in cash, subject to customary post-closing adjustments. The acquisition of CIT will be financed through a combination of cash on hand as well as the Company’s existing credit and commercial paper facilities. The transaction is expected to be completed by the end of the second quarter of 2024 and is subject to certain regulatory approvals and other customary closing conditions. CIT is expected to be accretive to Amphenol’s earnings per share in the first year post closing, excluding acquisition-related costs. Evercore is serving as Amphenol’s financial advisor for the transaction and Robert Katz, Charles Ruck, Joshua Friedman, Jocelyn Noll, Morgan Brubaker, Jason Cruise, Max Hauser, Peter Todaro, Patrick English, Jana Dammann de Chapto, Shira Bressler; Heather Deixler, Christopher Norton, Chad Jennings; Nineveh Alkhas, Laura Waller, Drew Levin and Hannah Cary of Latham & Watkins, LLP acting as its legal advisors. J.P. Morgan Securities LLC is serving as Carlisle’s financial advisor for the transaction. Eric Schiele, Maggie Flore, Dean Shulman, Sehj Vather, Matt Reilly, Chuck Boyars, Matt Lovell, Joanna Schlingbaum, Michael Alcan and Daniel Yip of Kirkland and Ellis LLP acted as legal advisor in the transaction.お知らせ • Jan 26Amphenol Corporation (NYSE:APH) acquired TPC Wire & Cable Corp.Amphenol Corporation (NYSE:APH) acquired TPC Wire & Cable Corp. on November 7, 2023. TPC will be included in our Harsh Environment Solutions Segment. TPC is a value-add provider of harsh environment cable and cable assemblies for the industrial market. Based in Ohio and annual sales of approximately $110 million. Amphenol Corporation (NYSE:APH) completed the acquisition of TPC Wire & Cable Corp. on November 7, 2023. Houlihan Lokey, Inc. (NYSE:HLI) acted as a financial advisor to TPC Wire & Cable Corp.お知らせ • Jan 24+ 1 more updateAmphenol Corporation (NYSE:APH) acquired Airmar Technology Corporation.Amphenol Corporation (NYSE:APH) acquired Airmar Technology Corporation during the fourth quarter ended December 31, 2023. Airmar is a global leader in ultrasonic sensors and sensor systems for marine and other industrial applications based in New Hampshire and with annual sales of approximately $90 million. Airmar will be included in Amphenol Corporation Interconnect and Sensor Systems Segment. Amphenol Corporation (NYSE:APH) completed the acquisition of Airmar Technology Corporation during the fourth quarter ended December 31, 2023.お知らせ • Oct 27Amphenol Provides Earnings Guidance for the Fourth Quarter and Full Year 2023Amphenol provided earnings guidance for the fourth quarter and full year 2023. The company expects sales to be in the range of $3.090 billion to $3.150 billion. This represents a 3% to 5% decline over the prior year quarter. Diluted EPS (GAAP) to be $0.74 - $0.76For the full year 2023, the company expects sales to be in the range of $12.317 billion to $12.377 billion, representing a 2% decline over the prior year. Diluted EPS (GAAP) to be $3.02 - $3.04.Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: US$0.86 (vs US$0.83 in 3Q 2022)Third quarter 2023 results: EPS: US$0.86 (up from US$0.83 in 3Q 2022). Revenue: US$3.20b (down 2.9% from 3Q 2022). Net income: US$513.9m (up 3.5% from 3Q 2022). Profit margin: 16% (up from 15% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in Germany.お知らせ • Oct 27Amphenol Corporation (NYSE:APH) acquired Connor Manufacturing Services, Inc.Amphenol Corporation (NYSE:APH) acquired Connor Manufacturing Services, Inc. during the third quarter ended September 30, 2023. Connor will be included in Amphenol's Interconnect and Sensor Systems Segment. Connor is a global manufacturer of power interconnect products including high voltage busbars for the automotive and industrial markets with annual sales of approximately $100 million. Amphenol Corporation (NYSE:APH) completed the acquisition of Connor Manufacturing Services, Inc. during the third quarter ended September 30, 2023.お知らせ • Oct 26+ 1 more updateAmphenol Corporation (NYSE:APH) acquired XMA Corporation.Amphenol Corporation (NYSE:APH) acquired XMA Corporation during the third quarter ended September 30, 2023. XMA will be included in our Harsh Environment Solutions Segment. XMA is also a provider of radio frequency components for the military and IT datacom markets with annual sales of approximately $15 million. Amphenol Corporation (NYSE:APH) completed the acquisition of XMA Corporation during the third quarter ended September 30, 2023.収支内訳Amphenol の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史XTRA:XPH 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費31 Mar 2625,9044,4662,17664731 Dec 2523,0954,2701,90064730 Sep 2520,9743,8211,91745330 Jun 2518,8183,1801,75245331 Mar 2516,7772,6131,57345331 Dec 2415,2232,4241,40245330 Sep 2414,2322,1921,39334230 Jun 2413,3932,1021,28234231 Mar 2412,8372,0381,20634231 Dec 2312,5551,9281,14834230 Sep 2312,4661,9211,13632430 Jun 2312,5621,9041,12132431 Mar 2312,6451,9161,10832431 Dec 2212,6231,9021,09932430 Sep 2212,4111,8491,08231830 Jun 2211,9341,7711,03331831 Mar 2211,4511,66699031831 Dec 2110,8761,56991631830 Sep 2110,2761,47390526130 Jun 219,7801,40084526131 Mar 219,1141,29178026131 Dec 208,5991,20376026130 Sep 208,3241,16576823430 Jun 208,1011,09975723431 Mar 208,1291,13075023431 Dec 198,2251,15574223430 Sep 198,2991,17475822130 Jun 198,3281,21175422131 Mar 198,2941,20775122131 Dec 188,2021,20574622130 Sep 187,92176475619430 Jun 187,63372575219431 Mar 187,31869172819431 Dec 177,01165170019430 Sep 176,71998969516630 Jun 176,51493666016631 Mar 176,39589164416631 Dec 166,28682364716630 Sep 166,06678863612530 Jun 165,89076860112531 Mar 165,69374057012531 Dec 155,56976454412530 Sep 155,56575755311530 Jun 155,464735545115質の高い収益: XPHは 高品質の収益 を持っています。利益率の向上: XPHの現在の純利益率 (17.2%)は、昨年(15.6%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: XPHの収益は過去 5 年間で年間22.6%増加しました。成長の加速: XPHの過去 1 年間の収益成長率 ( 70.9% ) は、5 年間の平均 ( 年間22.6%を上回っています。収益対業界: XPHの過去 1 年間の収益成長率 ( 70.9% ) はElectronic業界-10.1%を上回りました。株主資本利益率高いROE: XPHの 自己資本利益率 ( 31.97% ) は 高い ですが、この指標は負債レベルが高いために歪んでいます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YTech 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/31 20:22終値2026/05/29 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Amphenol Corporation 16 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。35 アナリスト機関Luke JunkBairdGuy HardwickBarclaysAndrew BuscagliaBNP Paribas32 その他のアナリストを表示
Reported Earnings • Apr 30First quarter 2026 earnings released: EPS: US$0.76 (vs US$0.61 in 1Q 2025)First quarter 2026 results: EPS: US$0.76 (up from US$0.61 in 1Q 2025). Revenue: US$7.62b (up 58% from 1Q 2025). Net income: US$933.0m (up 27% from 1Q 2025). Profit margin: 12% (down from 15% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 54% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 09+ 2 more updatesAmphenol Corporation to Report Q2, 2026 Results on Jul 29, 2026Amphenol Corporation announced that they will report Q2, 2026 results at 1:00 PM, US Eastern Standard Time on Jul 29, 2026
お知らせ • Feb 18Amphenol Corporation to Report Q1, 2026 Results on Apr 29, 2026Amphenol Corporation announced that they will report Q1, 2026 results at 1:00 PM, US Eastern Standard Time on Apr 29, 2026
Reported Earnings • Jan 29Full year 2025 earnings released: EPS: US$3.51 (vs US$2.01 in FY 2024)Full year 2025 results: EPS: US$3.51 (up from US$2.01 in FY 2024). Revenue: US$23.1b (up 52% from FY 2024). Net income: US$4.27b (up 76% from FY 2024). Profit margin: 19% (up from 16% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 50% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Oct 23Third quarter 2025 earnings released: EPS: US$1.02 (vs US$0.50 in 3Q 2024)Third quarter 2025 results: EPS: US$1.02 (up from US$0.50 in 3Q 2024). Revenue: US$6.19b (up 53% from 3Q 2024). Net income: US$1.25b (up 106% from 3Q 2024). Profit margin: 20% (up from 15% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 21+ 3 more updatesAmphenol Corporation to Report Q4, 2024 Results on Jan 22, 2025Amphenol Corporation announced that they will report Q4, 2024 results on Jan 22, 2025
Valuation Update With 7 Day Price Move • May 26Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €122, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 23x in the Electronic industry in Germany. Total returns to shareholders of 252% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €118 per share.
Declared Dividend • May 11First quarter dividend of US$0.25 announcedShareholders will receive a dividend of US$0.25. Ex-date: 23rd June 2026 Payment date: 15th July 2026 Dividend yield will be 0.7%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 62% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 08Amphenol Corporation announces Quarterly dividend, payable on July 15, 2026Amphenol Corporation announced Quarterly dividend of USD 0.2500 per share payable on July 15, 2026, ex-date on June 23, 2026 and record date on June 23, 2026.
お知らせ • May 02Amphenol Corporation Provides Earnings Guidance for the Second Quarter of 2026Amphenol Corporation provided earnings guidance for the second quarter of 2026. The company expected sales to be in the range of $8.1 billion to $8.2 billion, representing a 43% to 45% increase over the prior year quarter. Diluted EPS (GAAP) to be between $1.13 to $1.15.
Reported Earnings • Apr 30First quarter 2026 earnings released: EPS: US$0.76 (vs US$0.61 in 1Q 2025)First quarter 2026 results: EPS: US$0.76 (up from US$0.61 in 1Q 2025). Revenue: US$7.62b (up 58% from 1Q 2025). Net income: US$933.0m (up 27% from 1Q 2025). Profit margin: 12% (down from 15% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 54% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Apr 17Now 20% overvaluedOver the last 90 days, the stock has fallen 3.2% to €128. The fair value is estimated to be €106, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €126, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 26x in the Electronic industry in Germany. Total returns to shareholders of 260% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €109 per share.
お知らせ • Apr 09Amphenol Corporation, Annual General Meeting, May 21, 2026Amphenol Corporation, Annual General Meeting, May 21, 2026. Location: amphenol corporation, world headquarters, conference center, 358 hall avenue, wallingford, ct 06492, United States
Upcoming Dividend • Mar 16Upcoming dividend of US$0.25 per shareEligible shareholders must have bought the stock before 23 March 2026. Payment date: 14 April 2026. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (1.5%).
お知らせ • Mar 09+ 2 more updatesAmphenol Corporation to Report Q2, 2026 Results on Jul 29, 2026Amphenol Corporation announced that they will report Q2, 2026 results at 1:00 PM, US Eastern Standard Time on Jul 29, 2026
お知らせ • Feb 18Amphenol Corporation to Report Q1, 2026 Results on Apr 29, 2026Amphenol Corporation announced that they will report Q1, 2026 results at 1:00 PM, US Eastern Standard Time on Apr 29, 2026
Declared Dividend • Feb 08Fourth quarter dividend of US$0.25 announcedShareholders will receive a dividend of US$0.25. Ex-date: 23rd March 2026 Payment date: 14th April 2026 Dividend yield will be 0.6%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (21% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 23% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 55% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Recent Insider Transactions • Feb 08Independent Director recently bought €1.1m worth of stockOn the 5th of February, Robert Livingston bought around 10k shares on-market at roughly €109 per share. This transaction amounted to 7.8% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €31m more in shares than they bought in the last 12 months.
お知らせ • Feb 05+ 1 more updateAmphenol Corporation Announces Board ChangesAmphenol Corporation announced that the Board of Directors has appointed R. Adam Norwitt, currently serving as President and Chief Executive Officer, to the additional role of Chairman of the Board, effective on the date of the Company’s 2026 Annual Meeting of Stockholders, which is expected to be in May 2026. After more than five decades with Amphenol, including serving as President from 1987 to 2006, Chief Executive Officer from 1996 to 2008 and as Chairman of the Board since 1997, Martin H. Loeffler intends to retire from the Board also effective in May. As part of this leadership transition, David P. Falck, who has served as a Director since 2013 and Presiding Director since 2016, will continue to serve as Lead Independent Director.
Board Change • Feb 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. Independent Director Sanjiv Lamba was the last director to join the board, commencing their role in 2026. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jan 29Full year 2025 earnings released: EPS: US$3.51 (vs US$2.01 in FY 2024)Full year 2025 results: EPS: US$3.51 (up from US$2.01 in FY 2024). Revenue: US$23.1b (up 52% from FY 2024). Net income: US$4.27b (up 76% from FY 2024). Profit margin: 19% (up from 16% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 50% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 28Amphenol Corporation Provides Earnings Guidance for the First Quarter of 2026Amphenol Corporation provided earnings guidance for the first quarter of 2026. Assuming the continuation of current market conditions as well as constant exchange rates, for the first quarter of 2026, Amphenol expects sales to be in the range of $6.90 billion to $7.00 billion, representing a 43% to 45% increase over the prior year quarter.
Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €134, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 22x in the Electronic industry in Germany. Total returns to shareholders of 273% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €95.49 per share.
Buy Or Sell Opportunity • Jan 09Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to €120. The fair value is estimated to be €98.56, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 48% in the next 2 years.
お知らせ • Jan 09Amphenol Corporation Appoints Sanjiv Lamba to Board of DirectorsAmphenol Corporation announced that Sanjiv Lamba has been appointed to Amphenol’s board of directors, increasing the size of the Company’s board to nine members. Sanjiv Lamba is currently the Chief Executive Officer of Linde plc, a leading global industrial gases and engineering company. He brings nearly thirty years of global leadership experience to Amphenol’s board. Prior to his current role as CEO, Mr. Lamba served as Chief Operating Officer of Linde, where he was responsible for the regional operating segments of the Americas, APAC and EMEA, as well as Linde Engineering, Lincare and certain other global functions. Prior to being named COO, Mr. Lamba led Linde’s operations in the Asia-Pacific region across a footprint of nearly 20 countries in the region. He joined Linde in 2006 when the company acquired BOC Group, where he served as Managing Director, Process Gas Solutions, South and Southeast Asia. Mr. Lamba has been with Linde/BOC for almost his entire career, having joined BOC India in 1989. He holds a Bachelor of Commerce degree from the University of Calcutta’s St. Xavier’s College, and qualified as a Chartered Accountant from the Institute of Chartered Accountants of India.
Buy Or Sell Opportunity • Dec 21Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 9.3% to €113. The fair value is estimated to be €93.51, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 47% in the next 2 years.
Upcoming Dividend • Dec 09Upcoming dividend of US$0.25 per shareEligible shareholders must have bought the stock before 16 December 2025. Payment date: 07 January 2026. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (1.9%).
Recent Insider Transactions • Nov 14Senior VP & CFO recently sold €32m worth of stockOn the 11th of November, Craig Lampo sold around 258k shares on-market at roughly €123 per share. This transaction amounted to 34% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Craig's only on-market trade for the last 12 months.
お知らせ • Nov 06Amphenol Corporation (NYSE:APH) completed the acquisition of TPC Holdings, LLC from Audax Management Company, LLC and others.Amphenol Corporation (NYSE:APH) entered into an agreement to acquire TPC Holdings, LLC from Audax Management Company, LLC and others for approximately $1 billion on August 18, 2025. The consideration will be in cash, subject to customary post-closing adjustments. Amphenol will finance the transaction with cash on hand. The transaction is subject to certain regulatory approvals and other customary closing conditions. The transaction is expected to close in the fourth quarter of 2025. The acquisition will be included in the Harsh Environment Solutions segment and is expected to be accretive to Amphenol’s earnings per share in the first year post closing. William Blair & Company L.L.C. and Guggenheim Securities L.L.C. acted as financial advisors, while Jeffrey Seifman, Daniel A. Guerin and Christopher Grady of Kirkland & Ellis LLP and Fredrikson & Byron served as legal counsel to Audax Management Company, LLC. Winston & Strawn LLP acted as legal advisor to Amphenol Corporation. Amphenol Corporation (NYSE:APH) completed the acquisition of TPC Holdings, LLC from Audax Management Company, LLC and others on November 6, 2025. Trexon is expected to be accretive to earnings in the first year post closing.
Declared Dividend • Oct 24Third quarter dividend of US$0.25 announcedShareholders will receive a dividend of US$0.25. Ex-date: 16th December 2025 Payment date: 7th January 2026 Dividend yield will be 0.6%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (21% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 23% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 63% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Oct 23Third quarter 2025 earnings released: EPS: US$1.02 (vs US$0.50 in 3Q 2024)Third quarter 2025 results: EPS: US$1.02 (up from US$0.50 in 3Q 2024). Revenue: US$6.19b (up 53% from 3Q 2024). Net income: US$1.25b (up 106% from 3Q 2024). Profit margin: 20% (up from 15% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 22+ 2 more updatesAmphenol Corporation (NYSE:APH) acquired Rochester Sensors, LLC.Amphenol Corporation (NYSE:APH) acquired Rochester Sensors, LLC in August 2025. For the period ending December 31, 2024, Rochester Sensors, LLC reported total revenue of approximately $100 million. Amphenol Corporation (NYSE:APH) completed the acquisition of Rochester Sensors, LLC in August 2025.
Buy Or Sell Opportunity • Sep 18Now 20% overvaluedThe stock has been flat over the last 90 days, currently trading at €103. The fair value is estimated to be €85.44, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
Declared Dividend • Sep 15Second quarter dividend of US$0.17 announcedShareholders will receive a dividend of US$0.17. Ex-date: 16th September 2025 Payment date: 8th October 2025 Dividend yield will be 0.7%, which is lower than the industry average of 1.4%. Payout Ratios Payout ratio: 25%. Cash payout ratio: 29%.
Board Change • Sep 10Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Director Prahlad Singh was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jul 25Amphenol Corporation (NYSE:APH) acquired Lutze Inc.Amphenol Corporation (NYSE:APH) acquired Lutze Inc. on May 31, 2024. Amphenol Corporation (NYSE:APH) completed the acquisition of Lutze Inc. on May 31, 2024.
お知らせ • Jul 24+ 1 more updateAmphenol Corporation Approves Quarterly Dividend, Payable on October 9, 2024Amphenol Corporation approved a 50% increase in the Company’s quarterly dividend, from $0.11 per share to $0.165 per share. The new dividend amount will be paid on October 9, 2024 to shareholders of record as of September 17, 2024.
お知らせ • Jul 03Amphenol Corporation(NYSE:APH) dropped from Russell Midcap Growth IndexAmphenol Corporation(NYSE:APH) dropped from Russell Midcap Growth Index
お知らせ • May 23Amphenol Corporation (NYSE:APH) completed the acquisition of Carlisle Interconnect Technologies Inc. from Carlisle Companies Incorporated (NYSE:CSL).Amphenol Corporation (NYSE:APH) signed a definitive agreement to acquire Carlisle Interconnect Technologies Inc. from Carlisle Companies Incorporated (NYSE:CSL) for $2 billion on January 30, 2024. The purchase price is in cash, subject to customary post-closing adjustments. The acquisition of CIT will be financed through a combination of cash on hand as well as the Company’s existing credit and commercial paper facilities. The transaction is expected to be completed by the end of the second quarter of 2024 and is subject to certain regulatory approvals and other customary closing conditions. CIT is expected to be accretive to Amphenol’s earnings per share in the first year post closing, excluding acquisition-related costs. Evercore is serving as Amphenol’s financial advisor for the transaction and Robert Katz, Charles Ruck, Joshua Friedman, Jocelyn Noll, Morgan Brubaker, Jason Cruise, Max Hauser, Peter Todaro, Patrick English, Jana Dammann de Chapto, Shira Bressler; Heather Deixler, Christopher Norton, Chad Jennings; Nineveh Alkhas, Laura Waller, Drew Levin and Hannah Cary of Latham & Watkins, LLP, Latham & Watkins Gmbh, Latham & Watkins Frankfurt and Latham & Watkins Australia acting as its legal advisors. J.P. Morgan Securities LLC is serving as Carlisle’s financial advisor for the transaction. Eric Schiele, Maggie Flore, Dean Shulman, Sehj Vather, Matt Reilly, Chuck Boyars, Matt Lovell, Joanna Schlingbaum, Michael Alcan and Daniel Yip of Kirkland and Ellis LLP acted as legal advisor in the transaction. Amphenol Corporation (NYSE:APH) completed the acquisition of Carlisle Interconnect Technologies Inc. from Carlisle Companies Incorporated (NYSE:CSL) on May 21, 2024.
お知らせ • May 03Amphenol Corporation Announces Second Quarter 2024 Dividend, Payable on July 10, 2024Amphenol Corporation announced that its Board of Directors approved the second quarter 2024 dividend on its Common Stock in the amount of $0.22 per share at its meeting held on May 1, 2024. The Company will pay this second quarter 2024 dividend on July 10, 2024 to shareholders of record as of June 18, 2024.
お知らせ • Apr 25Amphenol Corporation Provides Earnings Guidance for the Second Quarter of 2024Amphenol Corporation provided earnings guidance for the second quarter of 2024. For the quarter, the company expects sales to be in the range of $3.24 billion to $3.30 billion. This represents a 6% to 8% increase over the prior year quarter.
お知らせ • Apr 24Amphenol Corporation (NYSE:APH) announces an Equity Buyback for $2,000 million worth of its shares.Amphenol Corporation (NYSE:APH) announces a share repurchase program. Under the program, the company will repurchase up to $2,000 million worth of common stock. The plan will be valid for 3 years.
お知らせ • Apr 09Amphenol Corporation, Annual General Meeting, May 16, 2024Amphenol Corporation, Annual General Meeting, May 16, 2024, at 11:00 US Eastern Standard Time. Location: World Headquarters Conference Center 358 Hall Avenue Wallingford United States Agenda: To consider to elect nine directors as named for the term indicated in the proxy statement; to consider To ratify and approve the 2024 Restricted Stock Plan for Directors of Amphenol Corporation; to consider To ratify the selection of Deloitte & Touche LLP as independent public accountants; to consider to conduct an advisory vote to approve compensation of named executive officers; to consider To approve an amendment to the Company's Restated Certificate of Incorporation to reflect new Delaware law provisions regarding officer exculpation; and to discuss other matters.
お知らせ • Mar 21+ 3 more updatesAmphenol Corporation to Report Q4, 2024 Results on Jan 22, 2025Amphenol Corporation announced that they will report Q4, 2024 results on Jan 22, 2025
お知らせ • Feb 02Amphenol Corporation Announces First Quarter 2024 Dividend, Payable on April 10, 2024Amphenol Corporation announced that its Board of Directors approved the first quarter 2024 dividend on its Common Stock in the amount of $0.22 per share at its meeting held on January 31, 2024. The Company will pay this first quarter 2024 dividend on April 10, 2024 to shareholders of record as of March 19, 2024.
お知らせ • Jan 31Amphenol Corporation (NYSE:APH) signed a definitive agreement to acquire Carlisle Interconnect Technologies Inc. from Carlisle Companies Incorporated (NYSE:CSL) for $2 billion.Amphenol Corporation (NYSE:APH) signed a definitive agreement to acquire Carlisle Interconnect Technologies Inc. from Carlisle Companies Incorporated (NYSE:CSL) for $2 billion on January 30, 2024. The purchase price is in cash, subject to customary post-closing adjustments. The acquisition of CIT will be financed through a combination of cash on hand as well as the Company’s existing credit and commercial paper facilities. The transaction is expected to be completed by the end of the second quarter of 2024 and is subject to certain regulatory approvals and other customary closing conditions. CIT is expected to be accretive to Amphenol’s earnings per share in the first year post closing, excluding acquisition-related costs. Evercore is serving as Amphenol’s financial advisor for the transaction and Robert Katz, Charles Ruck, Joshua Friedman, Jocelyn Noll, Morgan Brubaker, Jason Cruise, Max Hauser, Peter Todaro, Patrick English, Jana Dammann de Chapto, Shira Bressler; Heather Deixler, Christopher Norton, Chad Jennings; Nineveh Alkhas, Laura Waller, Drew Levin and Hannah Cary of Latham & Watkins, LLP acting as its legal advisors. J.P. Morgan Securities LLC is serving as Carlisle’s financial advisor for the transaction. Eric Schiele, Maggie Flore, Dean Shulman, Sehj Vather, Matt Reilly, Chuck Boyars, Matt Lovell, Joanna Schlingbaum, Michael Alcan and Daniel Yip of Kirkland and Ellis LLP acted as legal advisor in the transaction.
お知らせ • Jan 26Amphenol Corporation (NYSE:APH) acquired TPC Wire & Cable Corp.Amphenol Corporation (NYSE:APH) acquired TPC Wire & Cable Corp. on November 7, 2023. TPC will be included in our Harsh Environment Solutions Segment. TPC is a value-add provider of harsh environment cable and cable assemblies for the industrial market. Based in Ohio and annual sales of approximately $110 million. Amphenol Corporation (NYSE:APH) completed the acquisition of TPC Wire & Cable Corp. on November 7, 2023. Houlihan Lokey, Inc. (NYSE:HLI) acted as a financial advisor to TPC Wire & Cable Corp.
お知らせ • Jan 24+ 1 more updateAmphenol Corporation (NYSE:APH) acquired Airmar Technology Corporation.Amphenol Corporation (NYSE:APH) acquired Airmar Technology Corporation during the fourth quarter ended December 31, 2023. Airmar is a global leader in ultrasonic sensors and sensor systems for marine and other industrial applications based in New Hampshire and with annual sales of approximately $90 million. Airmar will be included in Amphenol Corporation Interconnect and Sensor Systems Segment. Amphenol Corporation (NYSE:APH) completed the acquisition of Airmar Technology Corporation during the fourth quarter ended December 31, 2023.
お知らせ • Oct 27Amphenol Provides Earnings Guidance for the Fourth Quarter and Full Year 2023Amphenol provided earnings guidance for the fourth quarter and full year 2023. The company expects sales to be in the range of $3.090 billion to $3.150 billion. This represents a 3% to 5% decline over the prior year quarter. Diluted EPS (GAAP) to be $0.74 - $0.76For the full year 2023, the company expects sales to be in the range of $12.317 billion to $12.377 billion, representing a 2% decline over the prior year. Diluted EPS (GAAP) to be $3.02 - $3.04.
Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: US$0.86 (vs US$0.83 in 3Q 2022)Third quarter 2023 results: EPS: US$0.86 (up from US$0.83 in 3Q 2022). Revenue: US$3.20b (down 2.9% from 3Q 2022). Net income: US$513.9m (up 3.5% from 3Q 2022). Profit margin: 16% (up from 15% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in Germany.
お知らせ • Oct 27Amphenol Corporation (NYSE:APH) acquired Connor Manufacturing Services, Inc.Amphenol Corporation (NYSE:APH) acquired Connor Manufacturing Services, Inc. during the third quarter ended September 30, 2023. Connor will be included in Amphenol's Interconnect and Sensor Systems Segment. Connor is a global manufacturer of power interconnect products including high voltage busbars for the automotive and industrial markets with annual sales of approximately $100 million. Amphenol Corporation (NYSE:APH) completed the acquisition of Connor Manufacturing Services, Inc. during the third quarter ended September 30, 2023.
お知らせ • Oct 26+ 1 more updateAmphenol Corporation (NYSE:APH) acquired XMA Corporation.Amphenol Corporation (NYSE:APH) acquired XMA Corporation during the third quarter ended September 30, 2023. XMA will be included in our Harsh Environment Solutions Segment. XMA is also a provider of radio frequency components for the military and IT datacom markets with annual sales of approximately $15 million. Amphenol Corporation (NYSE:APH) completed the acquisition of XMA Corporation during the third quarter ended September 30, 2023.