Amphenol Corp Stock Price, News & Analysis

Amphenol Corporation (NYSE: APH) has declared its quarterly dividend for Q2 2025. The Board of Directors approved a dividend payment of $0.165 per share on the company's Common Stock. The dividend will be paid on July 9, 2025 to shareholders who are on record as of June 17, 2025.

Amphenol (NYSE: APH) reported record first quarter 2025 results with sales reaching $4.8 billion, up 48% year-over-year and 33% organically. The company achieved record adjusted diluted EPS of $0.63, increasing 58% from prior year, while GAAP diluted EPS rose 32% to $0.58.

Operating and free cash flow reached $765 million and $580 million respectively. The company demonstrated strong profitability with record adjusted operating margin of 23.5%. During Q1, Amphenol returned approximately $380 million to shareholders through share buybacks ($180.9 million) and dividends ($200 million).

The company completed two strategic acquisitions: LifeSync and CommScope's OWN and DAS businesses (now Andrew). The Andrew acquisition is expected to be $0.09 accretive to 2025 adjusted EPS. For Q2 2025, Amphenol projects sales between $4.90-5.00 billion, representing 36-39% YoY growth, with adjusted EPS forecast at $0.64-0.66.

Amphenol (NYSE: APH) has published its 2024 Sustainability Report, showcasing significant achievements in both financial and environmental performance. The company reported record financial results while making substantial progress in sustainability initiatives.

A key highlight includes surpassing their United Nations Sustainable Development Goals (SDGs) target, achieving a 34% reduction in revenue-normalized Scope 1 and 2 greenhouse gas emissions compared to 2021 levels. This milestone was reached one year ahead of schedule. The company has also announced its first-ever absolute GHG reduction target.

President and CEO R. Adam Norwitt emphasized the company's commitment to combining strong financial performance with positive community impact across their global operations.

HealthEdge Investment Partners has completed the sale of LifeSync to Amphenol (NYSE: APH). LifeSync, a developer and manufacturer of patient monitoring devices, has shown remarkable growth under HealthEdge's ownership, increasing revenues from $5 million to approximately $100 million.

During HealthEdge's ownership, the company implemented several strategic initiatives, including: appointing new management, completing four acquisitions for complementary products and manufacturing integration, and reorganizing into neuro, cardio, and contract manufacturing divisions. LifeSync's products have impacted millions of patients in hospitals and high acuity settings.

Amphenol (NYSE: APH) has completed the acquisition of CommScope's Outdoor Wireless Networks (OWN) and Distributed Antenna Systems (DAS) businesses. The acquisition brings innovative technologies for communications networks and adds nearly 4,000 employees to Amphenol. The OWN and DAS businesses are expected to generate approximately $1.3 billion in sales for full-year 2025 and add approximately $0.06 to Amphenol's 2025 earnings per share, excluding acquisition-related expenses.

Additionally, Amphenol announced the completion of its acquisition of Lifesync , a provider of interconnect products for medical applications with annual sales of approximately $100 million. The OWN and DAS businesses will be integrated into the Communications Solutions Segment, while Lifesync will be part of the Harsh Environment Solutions Segment.

CommScope (NASDAQ: COMM) has completed the sale of its Outdoor Wireless Networks (OWN) segment and Distributed Antenna Systems (DAS) business to Amphenol (NYSE: APH), following the definitive agreement announced on July 18, 2024.

The proceeds will be allocated to:

• Pay transaction fees and expenses
• Repay all outstanding amounts under the asset-backed revolving credit facility
• Partially repay 4.750% Senior Secured Notes due 2029
• Fully repay 6.000% Senior Secured Notes due 2026

The company's asset-backed revolving credit facility committed amount will be reduced to $750.0 million, subject to borrowing base limitations. The Senior Secured Term Loan's applicable margin is expected to decrease by 25 basis points. Additional details about the transaction's impact on fiscal year 2025 outlook will be provided during the next quarterly earnings call.

Amphenol (NYSE: APH) has announced its first quarter 2025 dividend payment. The Board of Directors approved a dividend of $0.165 per share during their meeting on January 29, 2025. The dividend will be paid on April 9, 2025 to shareholders who are on record as of March 18, 2025.

Amphenol (APH) reported record results for Q4 and full year 2024. Q4 sales reached $4.3 billion, up 30% year-over-year, with organic growth of 20%. Q4 GAAP Diluted EPS increased 44% to $0.59, while Adjusted Diluted EPS rose 34% to $0.55.

Full-year 2024 sales totaled $15.2 billion, representing a 21% increase, with organic growth of 13%. The company achieved GAAP Diluted EPS of $1.92 (up 24%) and Adjusted Diluted EPS of $1.89 (up 25%). Operating margins were strong, with GAAP at 20.7% and Adjusted at 21.7%.

During 2024, Amphenol completed two acquisitions (Carlisle Interconnect Technologies and Luetze) and returned nearly $1.3 billion to shareholders. For Q1 2025, the company expects sales between $4.00-4.10 billion and Adjusted Diluted EPS of $0.49-0.51, representing increases of 23-26% and 23-28% respectively.