Amphenol (NYSE:APH) Announces Earnings Results, Beats Estimates By $0.14 EPS

Amphenol (NYSE:APH) released its earnings results on Wednesday. The electronics maker reported $0.93 EPS for the quarter, beating the consensus estimate of $0.79 by $0.14, Zacks reports. The firm had revenue of $6.19 billion during the quarter, compared to analysts’ expectations of $5.54 billion. Amphenol had a net margin of 16.90% and a return on equity of 30.58%. The business’s quarterly revenue was up 53.4% compared to the same quarter last year. During the same period in the prior year, the company earned $0.50 EPS. Amphenol updated its FY 2025 guidance to 3.260-3.280 EPS and its Q4 2025 guidance to 0.890-0.910 EPS.

Amphenol Stock Performance

Shares of NYSE:APH opened at $128.95 on Thursday. The business has a fifty day moving average of $118.40 and a 200-day moving average of $99.42. The company has a debt-to-equity ratio of 0.61, a quick ratio of 1.46 and a current ratio of 2.02. Amphenol has a twelve month low of $56.45 and a twelve month high of $135.94. The firm has a market cap of $157.44 billion, a PE ratio of 51.38, a price-to-earnings-growth ratio of 1.63 and a beta of 1.17.

Amphenol Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, January 7th. Stockholders of record on Tuesday, December 16th will be issued a dividend of $0.25 per share. The ex-dividend date is Tuesday, December 16th. This is a boost from Amphenol’s previous quarterly dividend of $0.17. This represents a $1.00 annualized dividend and a dividend yield of 0.8%. Amphenol’s dividend payout ratio (DPR) is currently 26.29%.

Insider Activity at Amphenol

In other Amphenol news, CFO Craig A. Lampo sold 40,076 shares of the company’s stock in a transaction on Monday, August 25th. The stock was sold at an average price of $110.56, for a total transaction of $4,430,802.56. Following the transaction, the chief financial officer owned 39,884 shares of the company’s stock, valued at approximately $4,409,575.04. This represents a 50.12% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, VP David M. Silverman sold 100,000 shares of the company’s stock in a transaction on Monday, August 25th. The shares were sold at an average price of $110.42, for a total value of $11,042,000.00. Following the transaction, the vice president directly owned 12,500 shares in the company, valued at $1,380,250. This trade represents a 88.89% decrease in their position. The disclosure for this sale can be found here. Insiders sold 665,924 shares of company stock valued at $73,369,357 over the last three months. 1.67% of the stock is owned by company insiders.

Institutional Investors Weigh In On Amphenol

Several large investors have recently bought and sold shares of the company. Westwood Holdings Group Inc. acquired a new stake in Amphenol in the 2nd quarter valued at $266,000. Evergreen Capital Management LLC boosted its holdings in shares of Amphenol by 15.9% in the 2nd quarter. Evergreen Capital Management LLC now owns 9,176 shares of the electronics maker’s stock valued at $908,000 after buying an additional 1,262 shares during the last quarter. Headlands Technologies LLC bought a new position in shares of Amphenol in the second quarter valued at $51,000. CANADA LIFE ASSURANCE Co increased its holdings in Amphenol by 2.7% during the second quarter. CANADA LIFE ASSURANCE Co now owns 1,089,800 shares of the electronics maker’s stock worth $107,743,000 after buying an additional 28,215 shares during the last quarter. Finally, Tower Research Capital LLC TRC raised its position in Amphenol by 0.4% during the second quarter. Tower Research Capital LLC TRC now owns 59,981 shares of the electronics maker’s stock worth $5,923,000 after acquiring an additional 221 shares in the last quarter. Institutional investors own 97.01% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts have recently commented on APH shares. The Goldman Sachs Group set a $139.00 price objective on shares of Amphenol and gave the company a “buy” rating in a research report on Monday, September 29th. Industrial Alliance Securities set a $115.00 price objective on Amphenol in a research note on Friday, July 11th. Wall Street Zen cut Amphenol from a “strong-buy” rating to a “buy” rating in a report on Sunday, August 10th. UBS Group set a $120.00 price target on Amphenol in a research note on Tuesday, October 7th. Finally, Robert W. Baird set a $139.00 price objective on Amphenol and gave the stock an “outperform” rating in a research note on Friday, October 10th. Ten investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $118.00.

About Amphenol

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.