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12.8% 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13.71%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 8.9% growth forecast for the Electronic industry in Europe.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 6.0% growth forecast for the Electronic industry in Italy.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 6.1% growth forecast for the Electronic industry in Italy.Reported Earnings • Jul 24Second quarter 2025 earnings released: EPS: US$0.90 (vs US$0.44 in 2Q 2024)Second quarter 2025 results: EPS: US$0.90 (up from US$0.44 in 2Q 2024). Revenue: US$5.65b (up 56% from 2Q 2024). Net income: US$1.09b (up 108% from 2Q 2024). Profit margin: 19% (up from 14% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Electronic industry in Italy.すべての更新を表示Recent updatesBuy Or Sell Opportunity • Jun 30Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 38% to €153. The fair value is estimated to be €125, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 32%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.New Risk • Jun 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (101% net debt to equity). Share price has been volatile over the past 3 months (7.2% average weekly change).Valuation Update With 7 Day Price Move • Jun 22Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €164, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 16x in the Electronic industry in Italy. Total returns to shareholders of 103% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €118 per share.Upcoming Dividend • Jun 15Upcoming dividend of US$0.25 per shareEligible shareholders must have bought the stock before 22 June 2026. Payment date: 15 July 2026. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Italian dividend payers (4.6%). Lower than average of industry peers (1.5%).Buy Or Sell Opportunity • May 28Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 2.6% to €126. The fair value is estimated to be €101, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 32%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.Valuation Update With 7 Day Price Move • May 26Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €121, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 13x in the Electronic industry in Italy. Total returns to shareholders of 58% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €109 per share.Declared Dividend • May 13First quarter dividend of US$0.25 announcedShareholders will receive a dividend of US$0.25. Ex-date: 22nd June 2026 Payment date: 15th July 2026 Dividend yield will be 0.8%, which is lower than the industry average of 2.5%. Payout Ratios Payout ratio: 23%. Cash payout ratio: 27%.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.New Risk • Apr 30New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 101% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (101% net debt to equity). Share price has been volatile over the past 3 months (6.6% average weekly change).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 8.9% growth forecast for the Electronic industry in Europe.Buy Or Sell Opportunity • Apr 29Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 3.7% to €130. 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.Buy Or Sell Opportunity • Apr 14Now 24% overvaluedThe stock has been flat over the last 90 days, currently trading at €126. The fair value is estimated to be €102, 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.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 13Upcoming dividend of US$0.25 per shareEligible shareholders must have bought the stock before 20 March 2026. Payment date: 14 April 2026. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Italian dividend payers (5.0%). Lower than average of industry peers (1.6%).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 15Fourth quarter dividend of US$0.25 announcedShareholders will receive a dividend of US$0.25. Ex-date: 20th March 2026 Payment date: 14th April 2026 Dividend yield will be 0.6%, which is lower than the industry average of 2.5%. Payout Ratios Payout ratio: 21%. Cash payout ratio: 28%.Recent Insider Transactions • Feb 07Independent 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 6.0% growth forecast for the Electronic industry in Italy.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.New Risk • Jan 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.5% average weekly change). Significant insider selling over the past 3 months (€32m sold).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 18x in the Electronic industry in Italy. Total returns to shareholders of 97% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €91.65 per share.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 18Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 5.7% to €110. The fair value is estimated to be €91.50, 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 36% in 2 years. Earnings are forecast to grow by 47% in the next 2 years.Upcoming Dividend • Dec 08Upcoming dividend of US$0.17 per shareEligible shareholders must have bought the stock before 15 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 Italian dividend payers (4.8%). Lower than average of industry peers (1.5%).Buy Or Sell Opportunity • Nov 24Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 25% to €119. The fair value is estimated to be €95.18, 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.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 26Third quarter dividend of US$0.17 announcedShareholders will receive a dividend of US$0.17. Ex-date: 15th December 2025 Payment date: 7th January 2026 Dividend yield will be 0.5%, which is lower than the industry average of 2.5%. Payout Ratios Payout ratio: 21%. Cash payout ratio: 34%.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 6.1% growth forecast for the Electronic industry in Italy.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 10Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 20% to €96.89. The fair value is estimated to be €79.63, 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.Upcoming Dividend • Sep 08Upcoming dividend of US$0.17 per shareEligible shareholders must have bought the stock before 15 September 2025. Payment date: 08 October 2025. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Italian dividend payers (5.0%). Lower than average of industry peers (1.6%).お知らせ • Aug 18Amphenol Corporation (NYSE:APH) entered into an agreement to acquire TPC Holdings, LLC from Audax Management Company, LLC and others for approximately $1 billion.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 Kirkland & Ellis LLP and Fredrikson & Byron served as legal counsel to Audax Management Company, LLC.お知らせ • Aug 04Amphenol Reportedly Nears $10-Billion Deal to Buy CommScope's Broadband Connectivity and Cable UnitAmphenol Corporation (NYSE:APH) is nearing a deal to buy communication network infrastructure provider CommScope Holding Company, Inc. (NasdaqGS:COMM)'s connectivity and cable unit, in a deal valued at roughly $10 billion including debt, the Wall Street Journal reported on August 3, 2025, citing people familiar with the matter. The transaction could be completed as soon as August 4, 2025, assuming no last-minute snags, the newspaper reported. In May, Bloomberg News reported that North Carolina-based CommScope was exploring a sale of its broadband connectivity and cable solutions division, its largest unit by sales and operating income. CommScope's wireless network provides infrastructure for mobile networks, while its antenna systems unit provides services for cellular infrastructure inside venues, campuses and enterprises. Connecticut-based Amphenol struck a deal last year to buy CommScope's outdoor wireless network and its distributed antenna systems businesses for $2.1 billion in cash. Reuters could not immediately verify the report. Amphenol and CommScope Holding did not immediately respond to Reuters' request for comment.Declared Dividend • Aug 04Second quarter dividend of US$0.17 announcedShareholders will receive a dividend of US$0.17. Ex-date: 15th September 2025 Payment date: 8th October 2025 Dividend yield will be 0.7%, which is lower than the industry average of 2.5%. Payout Ratios Payout ratio: 25%. Cash payout ratio: 29%.お知らせ • Aug 01Amphenol Corporation Approves Third Quarter 2025 Dividend, Payable on October 8, 2025Amphenol Corporation announced that its Board of Directors approved the third quarter 2025 dividend on its Common Stock in the amount of $0.165 per share at its meeting held on July 30, 2025. The Company will pay this third quarter 2025 dividend on October 8, 2025 to shareholders of record as of September 16, 2025.Reported Earnings • Jul 24Second quarter 2025 earnings released: EPS: US$0.90 (vs US$0.44 in 2Q 2024)Second quarter 2025 results: EPS: US$0.90 (up from US$0.44 in 2Q 2024). Revenue: US$5.65b (up 56% from 2Q 2024). Net income: US$1.09b (up 108% from 2Q 2024). Profit margin: 19% (up from 14% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Electronic industry in Italy.お知らせ • Jul 23+ 1 more updateAmphenol Corporation (NYSE:APH) acquired MITEQ Inc.Amphenol Corporation (NYSE:APH) acquired MITEQ Inc. in May 2025. For the period ending December 31, 2024, MITEQ Inc. reported total revenue of approximately $120 million. Amphenol Corporation (NYSE:APH) completed the acquisition of MITEQ Inc. in May 2025.Buy Or Sell Opportunity • Jul 18Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 55% to €88.67. The fair value is estimated to be €73.67, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 12%. 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.お知らせ • Jun 30+ 4 more updatesAmphenol Corporation(NYSE:APH) dropped from Russell 1000 Value IndexAmphenol Corporation(NYSE:APH) dropped from Russell 1000 Value IndexBuy Or Sell Opportunity • Jun 27Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 35% to €83.56. The fair value is estimated to be €69.35, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.Upcoming Dividend • Jun 09Upcoming dividend of US$0.17 per shareEligible shareholders must have bought the stock before 16 June 2025. Payment date: 09 July 2025. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Italian dividend payers (5.4%). Lower than average of industry peers (1.7%).Board Change • May 12Insufficient 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. 4 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.Declared Dividend • May 05First quarter dividend of US$0.17 announcedShareholders will receive a dividend of US$0.17. Ex-date: 16th June 2025 Payment date: 9th July 2025 Dividend yield will be 0.9%, which is lower than the industry average of 2.5%. Payout Ratios Payout ratio: 28%. Cash payout ratio: 36%.お知らせ • May 01Amphenol Corporation Announces Dividend for Second Quarter 2025, Payable on July 9, 2025Amphenol Corporation announced today that its Board of Directors approved the second quarter 2025 dividend on its Common Stock in the amount of $0.165 per share at its meeting held on April 30, 2025. The Company will pay this second quarter 2025 dividend on July 9, 2025 to shareholders of record as of June 17, 2025.Reported Earnings • Apr 25First quarter 2025 earnings released: EPS: US$0.61 (vs US$0.46 in 1Q 2024)First quarter 2025 results: EPS: US$0.61 (up from US$0.46 in 1Q 2024). Revenue: US$4.81b (up 48% from 1Q 2024). Net income: US$737.8m (up 35% from 1Q 2024). Profit margin: 15% (down from 17% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Electronic industry in Europe.Board Change • Apr 25Insufficient 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. 4 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 • Apr 23Amphenol Corporation Provides Earnings Guidance for the Second Quarter 2025Amphenol Corporation provided earnings guidance for the second quarter 2025. The company expects sales to be in the range of $4.90 billion to $5.00 billion, representing a 36% to 39% increase over the prior year quarter. Diluted EPS (GAAP) to be $0.63 - $0.65.お知らせ • Apr 02Amphenol Corporation and Semtech Corporation Introduce 1.6T Active Copper Cable at OFC 2025Amphenol Corporation and Semtech Corporation introduced a 1.6T OSFP Active Copper Cable (ACC) product featuring Semtech's CopperEdge™ 224G/lane linear equalizer/redriver ICs, targeted for use in next-generation AI/ML and data center infrastructure. The explosion of data center deployments to support new AI/ML applications and workloads is driving requirements for ever higher-bandwidth interconnect solutions between compute and storage resources in clusters. Amphenol’s 1.6T OSFP ACC with Semtech's CopperEdge technology is designed for use with 200G/lane switches and xPUs, and provides the extended reach required to connect adjacent equipment racks with high performance and reliability. Compared to alternative approaches, the 1.6T OSFP ACC provides: Ultra-low power consumption (up to 90% lower than DSP-based solutions), significantly reducing thermal design constraints and energy cost; Ultra-low latency (sub-100ps) for demanding AI/ML workloads; Simple configuration and control, compliant with auto-negotiation and link training, for easier management and link bring up.お知らせ • Mar 20Amphenol Corporation, Annual General Meeting, May 15, 2025Amphenol Corporation, Annual General Meeting, May 15, 2025. Location: world headquarters conference center, 358 hall avenue, wallingford, ct 06492., United StatesBoard Change • Mar 18Insufficient 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. 4 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 • 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.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BIT:1APH 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 155,565757553115質の高い収益: 1APHは 高品質の収益 を持っています。利益率の向上: 1APH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: 1APH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: 1APH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: 1APHの過去 1 年間の収益成長率 ( 70.9% ) はElectronic業界3.9%を上回りました。株主資本利益率高いROE: 1APH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2026/07/08 01:50終値2026/07/08 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この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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 17 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。33 アナリスト機関Luke JunkBairdGuy HardwickBarclaysAndrew BuscagliaBNP Paribas30 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 8.9% growth forecast for the Electronic industry in Europe.
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 6.0% growth forecast for the Electronic industry in Italy.
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 6.1% growth forecast for the Electronic industry in Italy.
Reported Earnings • Jul 24Second quarter 2025 earnings released: EPS: US$0.90 (vs US$0.44 in 2Q 2024)Second quarter 2025 results: EPS: US$0.90 (up from US$0.44 in 2Q 2024). Revenue: US$5.65b (up 56% from 2Q 2024). Net income: US$1.09b (up 108% from 2Q 2024). Profit margin: 19% (up from 14% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Electronic industry in Italy.
Buy Or Sell Opportunity • Jun 30Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 38% to €153. The fair value is estimated to be €125, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 32%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.
New Risk • Jun 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (101% net debt to equity). Share price has been volatile over the past 3 months (7.2% average weekly change).
Valuation Update With 7 Day Price Move • Jun 22Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €164, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 16x in the Electronic industry in Italy. Total returns to shareholders of 103% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €118 per share.
Upcoming Dividend • Jun 15Upcoming dividend of US$0.25 per shareEligible shareholders must have bought the stock before 22 June 2026. Payment date: 15 July 2026. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Italian dividend payers (4.6%). Lower than average of industry peers (1.5%).
Buy Or Sell Opportunity • May 28Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 2.6% to €126. The fair value is estimated to be €101, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 32%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.
Valuation Update With 7 Day Price Move • May 26Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €121, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 13x in the Electronic industry in Italy. Total returns to shareholders of 58% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €109 per share.
Declared Dividend • May 13First quarter dividend of US$0.25 announcedShareholders will receive a dividend of US$0.25. Ex-date: 22nd June 2026 Payment date: 15th July 2026 Dividend yield will be 0.8%, which is lower than the industry average of 2.5%. Payout Ratios Payout ratio: 23%. Cash payout ratio: 27%.
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.
New Risk • Apr 30New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 101% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (101% net debt to equity). Share price has been volatile over the past 3 months (6.6% average weekly change).
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 8.9% growth forecast for the Electronic industry in Europe.
Buy Or Sell Opportunity • Apr 29Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 3.7% to €130. 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.
Buy Or Sell Opportunity • Apr 14Now 24% overvaluedThe stock has been flat over the last 90 days, currently trading at €126. The fair value is estimated to be €102, 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.
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 13Upcoming dividend of US$0.25 per shareEligible shareholders must have bought the stock before 20 March 2026. Payment date: 14 April 2026. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Italian dividend payers (5.0%). Lower than average of industry peers (1.6%).
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 15Fourth quarter dividend of US$0.25 announcedShareholders will receive a dividend of US$0.25. Ex-date: 20th March 2026 Payment date: 14th April 2026 Dividend yield will be 0.6%, which is lower than the industry average of 2.5%. Payout Ratios Payout ratio: 21%. Cash payout ratio: 28%.
Recent Insider Transactions • Feb 07Independent 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 6.0% growth forecast for the Electronic industry in Italy.
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.
New Risk • Jan 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.5% average weekly change). Significant insider selling over the past 3 months (€32m sold).
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 18x in the Electronic industry in Italy. Total returns to shareholders of 97% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €91.65 per share.
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 18Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 5.7% to €110. The fair value is estimated to be €91.50, 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 36% in 2 years. Earnings are forecast to grow by 47% in the next 2 years.
Upcoming Dividend • Dec 08Upcoming dividend of US$0.17 per shareEligible shareholders must have bought the stock before 15 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 Italian dividend payers (4.8%). Lower than average of industry peers (1.5%).
Buy Or Sell Opportunity • Nov 24Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 25% to €119. The fair value is estimated to be €95.18, 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.
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 26Third quarter dividend of US$0.17 announcedShareholders will receive a dividend of US$0.17. Ex-date: 15th December 2025 Payment date: 7th January 2026 Dividend yield will be 0.5%, which is lower than the industry average of 2.5%. Payout Ratios Payout ratio: 21%. Cash payout ratio: 34%.
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 6.1% growth forecast for the Electronic industry in Italy.
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 10Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 20% to €96.89. The fair value is estimated to be €79.63, 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.
Upcoming Dividend • Sep 08Upcoming dividend of US$0.17 per shareEligible shareholders must have bought the stock before 15 September 2025. Payment date: 08 October 2025. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Italian dividend payers (5.0%). Lower than average of industry peers (1.6%).
お知らせ • Aug 18Amphenol Corporation (NYSE:APH) entered into an agreement to acquire TPC Holdings, LLC from Audax Management Company, LLC and others for approximately $1 billion.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 Kirkland & Ellis LLP and Fredrikson & Byron served as legal counsel to Audax Management Company, LLC.
お知らせ • Aug 04Amphenol Reportedly Nears $10-Billion Deal to Buy CommScope's Broadband Connectivity and Cable UnitAmphenol Corporation (NYSE:APH) is nearing a deal to buy communication network infrastructure provider CommScope Holding Company, Inc. (NasdaqGS:COMM)'s connectivity and cable unit, in a deal valued at roughly $10 billion including debt, the Wall Street Journal reported on August 3, 2025, citing people familiar with the matter. The transaction could be completed as soon as August 4, 2025, assuming no last-minute snags, the newspaper reported. In May, Bloomberg News reported that North Carolina-based CommScope was exploring a sale of its broadband connectivity and cable solutions division, its largest unit by sales and operating income. CommScope's wireless network provides infrastructure for mobile networks, while its antenna systems unit provides services for cellular infrastructure inside venues, campuses and enterprises. Connecticut-based Amphenol struck a deal last year to buy CommScope's outdoor wireless network and its distributed antenna systems businesses for $2.1 billion in cash. Reuters could not immediately verify the report. Amphenol and CommScope Holding did not immediately respond to Reuters' request for comment.
Declared Dividend • Aug 04Second quarter dividend of US$0.17 announcedShareholders will receive a dividend of US$0.17. Ex-date: 15th September 2025 Payment date: 8th October 2025 Dividend yield will be 0.7%, which is lower than the industry average of 2.5%. Payout Ratios Payout ratio: 25%. Cash payout ratio: 29%.
お知らせ • Aug 01Amphenol Corporation Approves Third Quarter 2025 Dividend, Payable on October 8, 2025Amphenol Corporation announced that its Board of Directors approved the third quarter 2025 dividend on its Common Stock in the amount of $0.165 per share at its meeting held on July 30, 2025. The Company will pay this third quarter 2025 dividend on October 8, 2025 to shareholders of record as of September 16, 2025.
Reported Earnings • Jul 24Second quarter 2025 earnings released: EPS: US$0.90 (vs US$0.44 in 2Q 2024)Second quarter 2025 results: EPS: US$0.90 (up from US$0.44 in 2Q 2024). Revenue: US$5.65b (up 56% from 2Q 2024). Net income: US$1.09b (up 108% from 2Q 2024). Profit margin: 19% (up from 14% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Electronic industry in Italy.
お知らせ • Jul 23+ 1 more updateAmphenol Corporation (NYSE:APH) acquired MITEQ Inc.Amphenol Corporation (NYSE:APH) acquired MITEQ Inc. in May 2025. For the period ending December 31, 2024, MITEQ Inc. reported total revenue of approximately $120 million. Amphenol Corporation (NYSE:APH) completed the acquisition of MITEQ Inc. in May 2025.
Buy Or Sell Opportunity • Jul 18Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 55% to €88.67. The fair value is estimated to be €73.67, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 12%. 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.
お知らせ • Jun 30+ 4 more updatesAmphenol Corporation(NYSE:APH) dropped from Russell 1000 Value IndexAmphenol Corporation(NYSE:APH) dropped from Russell 1000 Value Index
Buy Or Sell Opportunity • Jun 27Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 35% to €83.56. The fair value is estimated to be €69.35, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
Upcoming Dividend • Jun 09Upcoming dividend of US$0.17 per shareEligible shareholders must have bought the stock before 16 June 2025. Payment date: 09 July 2025. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Italian dividend payers (5.4%). Lower than average of industry peers (1.7%).
Board Change • May 12Insufficient 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. 4 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.
Declared Dividend • May 05First quarter dividend of US$0.17 announcedShareholders will receive a dividend of US$0.17. Ex-date: 16th June 2025 Payment date: 9th July 2025 Dividend yield will be 0.9%, which is lower than the industry average of 2.5%. Payout Ratios Payout ratio: 28%. Cash payout ratio: 36%.
お知らせ • May 01Amphenol Corporation Announces Dividend for Second Quarter 2025, Payable on July 9, 2025Amphenol Corporation announced today that its Board of Directors approved the second quarter 2025 dividend on its Common Stock in the amount of $0.165 per share at its meeting held on April 30, 2025. The Company will pay this second quarter 2025 dividend on July 9, 2025 to shareholders of record as of June 17, 2025.
Reported Earnings • Apr 25First quarter 2025 earnings released: EPS: US$0.61 (vs US$0.46 in 1Q 2024)First quarter 2025 results: EPS: US$0.61 (up from US$0.46 in 1Q 2024). Revenue: US$4.81b (up 48% from 1Q 2024). Net income: US$737.8m (up 35% from 1Q 2024). Profit margin: 15% (down from 17% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Electronic industry in Europe.
Board Change • Apr 25Insufficient 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. 4 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 • Apr 23Amphenol Corporation Provides Earnings Guidance for the Second Quarter 2025Amphenol Corporation provided earnings guidance for the second quarter 2025. The company expects sales to be in the range of $4.90 billion to $5.00 billion, representing a 36% to 39% increase over the prior year quarter. Diluted EPS (GAAP) to be $0.63 - $0.65.
お知らせ • Apr 02Amphenol Corporation and Semtech Corporation Introduce 1.6T Active Copper Cable at OFC 2025Amphenol Corporation and Semtech Corporation introduced a 1.6T OSFP Active Copper Cable (ACC) product featuring Semtech's CopperEdge™ 224G/lane linear equalizer/redriver ICs, targeted for use in next-generation AI/ML and data center infrastructure. The explosion of data center deployments to support new AI/ML applications and workloads is driving requirements for ever higher-bandwidth interconnect solutions between compute and storage resources in clusters. Amphenol’s 1.6T OSFP ACC with Semtech's CopperEdge technology is designed for use with 200G/lane switches and xPUs, and provides the extended reach required to connect adjacent equipment racks with high performance and reliability. Compared to alternative approaches, the 1.6T OSFP ACC provides: Ultra-low power consumption (up to 90% lower than DSP-based solutions), significantly reducing thermal design constraints and energy cost; Ultra-low latency (sub-100ps) for demanding AI/ML workloads; Simple configuration and control, compliant with auto-negotiation and link training, for easier management and link bring up.
お知らせ • Mar 20Amphenol Corporation, Annual General Meeting, May 15, 2025Amphenol Corporation, Annual General Meeting, May 15, 2025. Location: world headquarters conference center, 358 hall avenue, wallingford, ct 06492., United States
Board Change • Mar 18Insufficient 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. 4 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 • 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.