Overview

* Amphenol ( APH ) Q3 sales rise 53% in U.S. dollars yr/yr, beating analyst expectations

* Adjusted EPS for Q3 beats analyst expectations, rising 86% yr/yr

* Company announces 52% increase in quarterly dividend to $0.25 per share

Outlook

* Amphenol expects Q4 2025 sales between $6.0 bln and $6.1 bln, up 39% to 41% YoY

* Adjusted Diluted EPS for Q4 2025 expected between $0.89 and $0.91

* Amphenol ( APH ) projects 2025 sales between $22.66 bln and $22.76 bln

* Company expects 2025 adjusted diluted EPS between $3.26 and $3.28

Result Drivers

* ORGANIC GROWTH - Strong organic growth in all end markets, particularly IT datacom, drove sales increase

* ACQUISITIONS - Contributions from acquisition program, including Rochester Sensors, supported revenue growth

* OPERATING MARGIN - Record operating margin of 27.5% achieved, reflecting excellent profitability

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Sales Beat $6.19 $5.5 bln

bln (15

Analysts

)

Q3 Beat $0.93 $0.79

Adjusted (15

EPS Analysts

)

Q3 EPS $0.97

Q3 Net $1.26

Income bln

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 14 "strong buy" or "buy", 6 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the electronic equipment & parts peer group is "buy"

* Wall Street's median 12-month price target for Amphenol Corp ( APH ) is $130.00, about 4.3% above its October 21 closing price of $124.44

* The stock recently traded at 37 times the next 12-month earnings vs. a P/E of 35 three months ago

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)