Valuation Update With 7 Day Price Move • May 26
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to €122, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 23x in the Electronic industry in Germany. Total returns to shareholders of 252% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €118 per share. Declared Dividend • May 11
First quarter dividend of US$0.25 announced Shareholders will receive a dividend of US$0.25. Ex-date: 23rd June 2026 Payment date: 15th July 2026 Dividend yield will be 0.7%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 62% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Aankondiging • May 08
Amphenol Corporation announces Quarterly dividend, payable on July 15, 2026 Amphenol 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. Aankondiging • May 02
Amphenol Corporation Provides Earnings Guidance for the Second Quarter of 2026 Amphenol Corporation provided earnings guidance for the second quarter of 2026. The company expected sales to be in the range of $8.1 billion to $8.2 billion, representing a 43% to 45% increase over the prior year quarter. Diluted EPS (GAAP) to be between $1.13 to $1.15. Reported Earnings • Apr 30
First quarter 2026 earnings released: EPS: US$0.76 (vs US$0.61 in 1Q 2025) First quarter 2026 results: EPS: US$0.76 (up from US$0.61 in 1Q 2025). Revenue: US$7.62b (up 58% from 1Q 2025). Net income: US$933.0m (up 27% from 1Q 2025). Profit margin: 12% (down from 15% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 54% per year, which means it is tracking significantly ahead of earnings growth. Buy Or Sell Opportunity • Apr 17
Now 20% overvalued Over the last 90 days, the stock has fallen 3.2% to €128. The fair value is estimated to be €106, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 16% per annum over the same time period. Valuation Update With 7 Day Price Move • Apr 14
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to €126, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 26x in the Electronic industry in Germany. Total returns to shareholders of 260% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €109 per share. Aankondiging • Apr 09
Amphenol Corporation, Annual General Meeting, May 21, 2026 Amphenol 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 16
Upcoming dividend of US$0.25 per share Eligible shareholders must have bought the stock before 23 March 2026. Payment date: 14 April 2026. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (1.5%). Aankondiging • Feb 18
Amphenol Corporation to Report Q1, 2026 Results on Apr 29, 2026 Amphenol Corporation announced that they will report Q1, 2026 results at 1:00 PM, US Eastern Standard Time on Apr 29, 2026 Declared Dividend • Feb 08
Fourth quarter dividend of US$0.25 announced Shareholders will receive a dividend of US$0.25. Ex-date: 23rd March 2026 Payment date: 14th April 2026 Dividend yield will be 0.6%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (21% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 23% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 55% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Recent Insider Transactions • Feb 08
Independent Director recently bought €1.1m worth of stock On 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. Board Change • Feb 01
Insufficient new directors There 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 29
Full year 2025 earnings released: EPS: US$3.51 (vs US$2.01 in FY 2024) Full year 2025 results: EPS: US$3.51 (up from US$2.01 in FY 2024). Revenue: US$23.1b (up 52% from FY 2024). Net income: US$4.27b (up 76% from FY 2024). Profit margin: 19% (up from 16% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 50% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • Jan 28
Amphenol Corporation Provides Earnings Guidance for the First Quarter of 2026 Amphenol Corporation provided earnings guidance for the first quarter of 2026. Assuming the continuation of current market conditions as well as constant exchange rates, for the first quarter of 2026, Amphenol expects sales to be in the range of $6.90 billion to $7.00 billion, representing a 43% to 45% increase over the prior year quarter. Valuation Update With 7 Day Price Move • Jan 15
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to €134, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 22x in the Electronic industry in Germany. Total returns to shareholders of 273% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €95.49 per share. Buy Or Sell Opportunity • Jan 09
Now 22% overvalued after recent price rise Over the last 90 days, the stock has risen 13% to €120. The fair value is estimated to be €98.56, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 48% in the next 2 years. Aankondiging • Jan 09
Amphenol Corporation Appoints Sanjiv Lamba to Board of Directors Amphenol 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 21
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 9.3% to €113. The fair value is estimated to be €93.51, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 47% in the next 2 years. Upcoming Dividend • Dec 09
Upcoming dividend of US$0.25 per share Eligible shareholders must have bought the stock before 16 December 2025. Payment date: 07 January 2026. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (1.9%). Recent Insider Transactions • Nov 14
Senior VP & CFO recently sold €32m worth of stock On 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. Aankondiging • Nov 06
Amphenol 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 24
Third quarter dividend of US$0.25 announced Shareholders will receive a dividend of US$0.25. Ex-date: 16th December 2025 Payment date: 7th January 2026 Dividend yield will be 0.6%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (21% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 23% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 63% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Oct 23
Third quarter 2025 earnings released: EPS: US$1.02 (vs US$0.50 in 3Q 2024) Third quarter 2025 results: EPS: US$1.02 (up from US$0.50 in 3Q 2024). Revenue: US$6.19b (up 53% from 3Q 2024). Net income: US$1.25b (up 106% from 3Q 2024). Profit margin: 20% (up from 15% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth. Buy Or Sell Opportunity • Sep 18
Now 20% overvalued The stock has been flat over the last 90 days, currently trading at €103. The fair value is estimated to be €85.44, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 12% per annum over the same time period. Declared Dividend • Sep 15
Second quarter dividend of US$0.17 announced Shareholders will receive a dividend of US$0.17. Ex-date: 16th September 2025 Payment date: 8th October 2025 Dividend yield will be 0.7%, which is lower than the industry average of 1.4%. Payout Ratios Payout ratio: 25%. Cash payout ratio: 29%. Board Change • Sep 10
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Director Prahlad Singh was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Aankondiging • Jul 25
Amphenol Corporation (NYSE:APH) acquired Lutze Inc. Amphenol Corporation (NYSE:APH) acquired Lutze Inc. on May 31, 2024.
Amphenol Corporation (NYSE:APH) completed the acquisition of Lutze Inc. on May 31, 2024. Aankondiging • Jul 03
Amphenol Corporation(NYSE:APH) dropped from Russell Midcap Growth Index Amphenol Corporation(NYSE:APH) dropped from Russell Midcap Growth Index Aankondiging • May 23
Amphenol Corporation (NYSE:APH) completed the acquisition of Carlisle Interconnect Technologies Inc. from Carlisle Companies Incorporated (NYSE:CSL). Amphenol Corporation (NYSE:APH) signed a definitive agreement to acquire Carlisle Interconnect Technologies Inc. from Carlisle Companies Incorporated (NYSE:CSL) for $2 billion on January 30, 2024. The purchase price is in cash, subject to customary post-closing adjustments. The acquisition of CIT will be financed through a combination of cash on hand as well as the Company’s existing credit and commercial paper facilities. The transaction is expected to be completed by the end of the second quarter of 2024 and is subject to certain regulatory approvals and other customary closing conditions. CIT is expected to be accretive to Amphenol’s earnings per share in the first year post closing, excluding acquisition-related costs. Evercore is serving as Amphenol’s financial advisor for the transaction and Robert Katz, Charles Ruck, Joshua Friedman, Jocelyn Noll, Morgan Brubaker, Jason Cruise, Max Hauser, Peter Todaro, Patrick English, Jana Dammann de Chapto, Shira Bressler; Heather Deixler, Christopher Norton, Chad Jennings; Nineveh Alkhas, Laura Waller, Drew Levin and Hannah Cary of Latham & Watkins, LLP, Latham & Watkins Gmbh, Latham & Watkins Frankfurt and Latham & Watkins Australia acting as its legal advisors. J.P. Morgan Securities LLC is serving as Carlisle’s financial advisor for the transaction. Eric Schiele, Maggie Flore, Dean Shulman, Sehj Vather, Matt Reilly, Chuck Boyars, Matt Lovell, Joanna Schlingbaum, Michael Alcan and Daniel Yip of Kirkland and Ellis LLP acted as legal advisor in the transaction.
Amphenol Corporation (NYSE:APH) completed the acquisition of Carlisle Interconnect Technologies Inc. from Carlisle Companies Incorporated (NYSE:CSL) on May 21, 2024. Aankondiging • May 03
Amphenol Corporation Announces Second Quarter 2024 Dividend, Payable on July 10, 2024 Amphenol Corporation announced that its Board of Directors approved the second quarter 2024 dividend on its Common Stock in the amount of $0.22 per share at its meeting held on May 1, 2024. The Company will pay this second quarter 2024 dividend on July 10, 2024 to shareholders of record as of June 18, 2024. Aankondiging • Apr 25
Amphenol Corporation Provides Earnings Guidance for the Second Quarter of 2024 Amphenol Corporation provided earnings guidance for the second quarter of 2024. For the quarter, the company expects sales to be in the range of $3.24 billion to $3.30 billion. This represents a 6% to 8% increase over the prior year quarter. Aankondiging • Apr 24
Amphenol Corporation (NYSE:APH) announces an Equity Buyback for $2,000 million worth of its shares. Amphenol Corporation (NYSE:APH) announces a share repurchase program. Under the program, the company will repurchase up to $2,000 million worth of common stock. The plan will be valid for 3 years. Aankondiging • Apr 09
Amphenol Corporation, Annual General Meeting, May 16, 2024 Amphenol Corporation, Annual General Meeting, May 16, 2024, at 11:00 US Eastern Standard Time. Location: World Headquarters Conference Center 358 Hall Avenue Wallingford United States Agenda: To consider to elect nine directors as named for the term indicated in the proxy statement; to consider To ratify and approve the 2024 Restricted Stock Plan for Directors of Amphenol Corporation; to consider To ratify the selection of Deloitte & Touche LLP as independent public accountants; to consider to conduct an advisory vote to approve compensation of named executive officers; to consider To approve an amendment to the Company's Restated Certificate of Incorporation to reflect new Delaware law provisions regarding officer exculpation; and to discuss other matters. Aankondiging • Feb 02
Amphenol Corporation Announces First Quarter 2024 Dividend, Payable on April 10, 2024 Amphenol Corporation announced that its Board of Directors approved the first quarter 2024 dividend on its Common Stock in the amount of $0.22 per share at its meeting held on January 31, 2024. The Company will pay this first quarter 2024 dividend on April 10, 2024 to shareholders of record as of March 19, 2024. Aankondiging • Jan 31
Amphenol Corporation (NYSE:APH) signed a definitive agreement to acquire Carlisle Interconnect Technologies Inc. from Carlisle Companies Incorporated (NYSE:CSL) for $2 billion. Amphenol Corporation (NYSE:APH) signed a definitive agreement to acquire Carlisle Interconnect Technologies Inc. from Carlisle Companies Incorporated (NYSE:CSL) for $2 billion on January 30, 2024. The purchase price is in cash, subject to customary post-closing adjustments. The acquisition of CIT will be financed through a combination of cash on hand as well as the Company’s existing credit and commercial paper facilities. The transaction is expected to be completed by the end of the second quarter of 2024 and is subject to certain regulatory approvals and other customary closing conditions. CIT is expected to be accretive to Amphenol’s earnings per share in the first year post closing, excluding acquisition-related costs. Evercore is serving as Amphenol’s financial advisor for the transaction and Robert Katz, Charles Ruck, Joshua Friedman, Jocelyn Noll, Morgan Brubaker, Jason Cruise, Max Hauser, Peter Todaro, Patrick English, Jana Dammann de Chapto, Shira Bressler; Heather Deixler, Christopher Norton, Chad Jennings; Nineveh Alkhas, Laura Waller, Drew Levin and Hannah Cary of Latham & Watkins, LLP acting as its legal advisors. J.P. Morgan Securities LLC is serving as Carlisle’s financial advisor for the transaction. Eric Schiele, Maggie Flore, Dean Shulman, Sehj Vather, Matt Reilly, Chuck Boyars, Matt Lovell, Joanna Schlingbaum, Michael Alcan and Daniel Yip of Kirkland and Ellis LLP acted as legal advisor in the transaction. Aankondiging • Jan 26
Amphenol 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. Aankondiging • Oct 27
Amphenol Provides Earnings Guidance for the Fourth Quarter and Full Year 2023 Amphenol provided earnings guidance for the fourth quarter and full year 2023. The company expects sales to be in the range of $3.090 billion to $3.150 billion. This represents a 3% to 5% decline over the prior year quarter. Diluted EPS (GAAP) to be $0.74 - $0.76For the full year 2023, the company expects sales to be in the range of $12.317 billion to $12.377 billion, representing a 2% decline over the prior year. Diluted EPS (GAAP) to be $3.02 - $3.04. Reported Earnings • Oct 27
Third quarter 2023 earnings released: EPS: US$0.86 (vs US$0.83 in 3Q 2022) Third quarter 2023 results: EPS: US$0.86 (up from US$0.83 in 3Q 2022). Revenue: US$3.20b (down 2.9% from 3Q 2022). Net income: US$513.9m (up 3.5% from 3Q 2022). Profit margin: 16% (up from 15% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in Germany. Aankondiging • Oct 27
Amphenol Corporation (NYSE:APH) acquired Connor Manufacturing Services, Inc. Amphenol Corporation (NYSE:APH) acquired Connor Manufacturing Services, Inc. during the third quarter ended September 30, 2023. Connor will be included in Amphenol's Interconnect and Sensor Systems Segment. Connor is a global manufacturer of power interconnect products including high voltage busbars for the automotive and industrial markets with annual sales of approximately $100 million.
Amphenol Corporation (NYSE:APH) completed the acquisition of Connor Manufacturing Services, Inc. during the third quarter ended September 30, 2023. 
