View Financial HealthAmphenol 배당 및 자사주 매입배당 기준 점검 0/6Amphenol 은(는) 현재 수익률이 0.63% 인 배당금 지급 회사입니다. 다음 지급일은 15th July, 2026 이며 배당락일은 다음과 같습니다. 22nd June, 2026.핵심 정보0.6%배당 수익률0.03%자사주 매입 수익률총 주주 수익률0.7%미래 배당 수익률0.8%배당 성장률16.2%다음 배당 지급일15 Jul 26배당락일22 Jun 26주당 배당금n/a배당 성향23%최근 배당 및 자사주 매입 업데이트Upcoming 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%).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%.공시 • 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.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%).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%.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%).모든 업데이트 보기Recent 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%.공시 • 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.공시 • 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.공시 • 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%).공시 • 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, 2026공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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%).공시 • 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.공시 • 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%.공시 • 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.공시 • 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.공시 • 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%.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 1APH Italian 시장에서 주목할만한 배당금을 지급하지 않으므로 지급이 안정적인지 확인할 필요가 없습니다.배당금 증가: 1APH Italian 시장에서 주목할만한 배당금을 지급하지 않으므로 지급액이 증가하는지 확인할 필요가 없습니다.배당 수익률 vs 시장Amphenol 배당 수익률 vs 시장1APH의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (1APH)0.6%시장 하위 25% (IT)1.6%시장 상위 25% (IT)4.6%업계 평균 (Electronic)1.5%분석가 예측 (1APH) (최대 3년)0.8%주목할만한 배당금: 1APH 의 배당금( 0.63% )은 Italian 시장에서 배당금 지급자의 하위 25%( 1.58% )와 비교해 주목할 만하지 않습니다.고배당: 1APH 의 배당금( 0.63% )은 Italian 시장에서 배당금 지급자의 상위 25%( 4.64% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 1APH Italian 시장에서 주목할만한 배당금을 지급하지 않습니다.주주 현금 배당현금 흐름 범위: 1APH Italian 시장에서 주목할만한 배당금을 지급하지 않습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YIT 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/08 19:27종가2026/07/08 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Amphenol Corporation는 33명의 분석가가 다루고 있습니다. 이 중 17명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Luke JunkBairdGuy HardwickBarclaysAndrew BuscagliaBNP Paribas30명의 분석가 더 보기
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%).
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%.
공시 • 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.
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%).
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%.
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 • 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%.
공시 • 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.
공시 • 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.
공시 • 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%).
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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%).
공시 • 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.
공시 • 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%.
공시 • 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.
공시 • 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.
공시 • 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%.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.