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Earnings transcript
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APH
Amphenol Corporation
$128
0.3
(0.23%)
| Exchange: | NYSE |
| Market Cap: | 157.34B |
| Shares Outstanding: | 656.271M |
Delayed data
About The Company
| Sector: | Technology | |||||
| Industry: | Hardware, Equipment & Parts | |||||
| CEO: | Richard Adam Norwitt | |||||
| Full Time Employees: | 170000 | |||||
| Address: |
| |||||
| Website: | https://www.amphenol.com |
Amphenol Corporation, together with its subsidiaries, primarily designs, manufactures, and markets electrical, electronic, and fiber optic connectors in the United States, China, and internationally. It operates through three segments: Harsh Environment Solutions, Communications Solutions, and Interconnect and Sensor Systems. The company offers connectors and connector systems, including harsh environment data, power, high-speed, fiber optic, and radio frequency interconnect products; busbars and power distribution systems; and other connectors. It also provides value-add products, such as backplane interconnect systems, cable assemblies and harnesses, and cable management products; other products comprising flexible and rigid printed circuit boards, hinges, other mechanical, and production related products. In addition, the company offers consumer device, network infrastructure, and other antennas; coaxial, power, and specialty cables; and sensors and sensor-based products. It sells its products through its sales force, independent representatives, and a network of electronics distributors to original equipment manufacturers, electronic manufacturing services companies, original design manufacturers, and service providers in the automotive, broadband communication, commercial aerospace, industrial, information technology and data communication, military, mobile device, and mobile network markets. Amphenol Corporation was founded in 1932 and is headquartered in Wallingford, Connecticut.
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Revenue Segmentation
EPS
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Earnings Call
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Key takeaways
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 12,554,700 | 15,222,700 | 23,094,700 |
| Gross Profit | 4,084,100 | 5,139,700 | 8,517,700 |
| EBITDA | 3,000,700 | 3,801,400 | 6,890,900 |
| Operating Income | 2,594,200 | 3,284,300 | 5,972,000 |
| Net Income | 1,928,000 | 2,424,000 | 4,270,300 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 16,526,400 | 21,440,200 | 36,236,900 |
| Total Liabilities | 8,099,900 | 11,584,100 | 22,727,200 |
| Total Stockholders Equity | 8,346,500 | 9,792,000 | 13,413,100 |
| Total Debt | 4,641,000 | 7,280,200 | 15,502,000 |
| Cash and Cash Equivalents | 1,475,000 | 3,317,000 | 11,130,600 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 2,528,700 | 2,814,700 | 5,374,700 |
| Capital Expenditure | -372,800 | -665,400 | -996,600 |
| Free Cash Flow | 2,155,900 | 2,149,300 | 4,378,100 |
| Net Income | 1,945,500 | 2,424,000 | 4,270,300 |
| Net Change in Cash | 101,900 | 1,842,000 | 7,813,600 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2029 | Full Access | Full Access | Full Access | Full Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 44,280,074.708 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 48,323,086.120 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 46,363,402.957 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | 11,103,285.965 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | 12,117,076.303 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | 11,625,683.217 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | 9,074,171.932 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | 10,166,677.157 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | 9,637,127.857 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | 4,111,301.803 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | 4,486,685.996 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | 4,304,733.979 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | 7.540 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | 7.960 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | 7.100 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated Revenue) | 4 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated EPS) | 4 | Full Access | Full Access | Full Access | Full Access |
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Current Key Metrics
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Login — it's freeForward P/E Ratios
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Login — it's freeSWOT Analysis
Strengths (preview)
- Record Financial Performance: Amphenol reported record sales of $6.4 billion in Q4 2025, as highlighted in the earnings call transcript, reflecting strong revenue growth and operational efficiency. This performance underscores the company's ability to capitalize on market demand and maintain profitability, with key metrics such as net profit margin (TTM) and EPS growth likely supporting investor confidence.
- Robust Free Cash Flow: Analysis of cash flow statements indicates strong free cash flow (TTM), as evidenced by consistent net cash provided by operating activities. This financial health provides Amphenol with flexibility for reinvestment in innovation and potential dividend increases, aligning with a high free cash flow yield (TTM).
- Market Position and Diversification: The company profile and revenue product segments data highlight Amphenol's strong presence across diverse product categories and geographic regions. This diversification mitigates risk and supports stable revenue streams, particularly in high-growth sectors as noted in the earnings call summary.
- Operational Flexibility: As emphasized in the 2025 earnings call, Amphenol's focus on maintaining operational flexibility allows it to adapt to changing market conditions effectively, a critical strength in a competitive industry environment.
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At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates APH intrinsic value between $25.03 – $68.51 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
[intrinsic_calculator]
Common questions about APH valuation
Is Amphenol Corporation (APH) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for Amphenol Corporation (APH) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is APH a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether APH trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is APH’s P/E ratio?
You can see APH’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for APH?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is APH a good long-term investment?
Whether APH fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
APH
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Daily snapshot
0.23
Trading Metrics:
| Open: | 122.94 | Previous Close: | 127.7 | |
| Day Low: | 122.94 | Day High: | 129.19 | |
| Year Low: | 56.45 | Year High: | 167.04 | |
| Price Avg 50: | 138.99 | Price Avg 200: | 126.43 | |
| Volume: | 5.584M | Average Volume: | 9.833M |
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Hey everyone, welcome back to the channel! Today, we’re diving deep into a comprehensive analysis of Amphenol Corporation, ticker APH, a major player in the electronics and connectivity space. If you’re looking to add a solid tech stock to your portfolio or just curious about where this company stands, stick around because we’re covering everything from financials to valuation, recent performance, and much more. Let’s get started! Alright, first things first, let’s set the stage. Amphenol is a global leader…
