Exhibit 99.1 Amphenol News Release World Headquarters 358 Hall Avenue Wallingford, CT 06492 Telephone (203) 265-8900 AMPHENOL REPORTS RECORD FOURTH QUARTER AND FULL YEAR 2025 RESULTS Fourth Quarter 2025 Highlights: ● Sales of $6.4 billion, up 49% in U.S. dollars and 37% organically compared to the fourth quarter of 2024 ● GAAP Diluted EPS of $0.93, up 58% compared to prior year ● Adjusted Diluted EPS of $0.97, up 76% compared to prior year ● GAAP and Adjusted Operating Margin of 26.8% and 27.5%, respectivel ...

Amphenol was selected as a Barron's stock pick in 2025. Shares have more than doubled since then. ...

Company Performance - Seagate Technology experienced a significant stock increase of 19.1% after reporting a larger profit than analysts expected, driven by demand from artificial intelligence applications [2] - Nvidia's stock rose by 1.6%, contributing positively to the S&P 500, supported by a favorable report from ASML regarding chip-making machinery [3] - Amphenol's stock fell by 12.2% despite reporting stronger profits than forecasted, following a prior surge of 23% in the year [5] - Apple’s stock decreased by 0.7% ahead of its upcoming profit report, making it the heaviest weight on the S&P 500 due to its size [6] Market Overview - The S&P 500 index saw a minor decline of 0.57 points, closing at 6,978.03, while the Dow Jones Industrial Average rose by 12.19 points to 49,015.60, and the Nasdaq composite increased by 40.35 points to 23,857.45 [7] - The U.S. dollar stabilized after a recent decline, with Treasury Secretary Scott Bessent stating that the government is not intervening in the currency market and aims for a "strong dollar" [7] Industry Trends - Companies are under pressure to deliver solid profit growth following record stock price increases, as stock prices typically align with corporate earnings over the long term [6] - ASML's optimistic revenue forecast for 2026 has alleviated concerns about a potential bubble in AI demand, indicating sustained interest in AI technologies [4]

Amphenol Corporation (NYSE:APH) is set to release its quarterly earnings on January 28, 2026, with an anticipated EPS of $0.93 and revenue of $6.22 billion.The company projects significant growth in its fourth-quarter 2025 earnings, driven by strong demand in AI infrastructure, defense, aerospace, and strategic acquisitions, with an EPS estimate between $0.89 and $0.91.Amphenol's financial metrics reveal a price-to-earnings (P/E) ratio of approximately 49.74, indicating a high investor valuation of the comp ...

Key Takeaways APH expects Q4 2025 EPS of $0.89-$0.91 and revenues of $6B-$6.1B, both indicating strong Y/Y growth.Growth is fueled by AI infrastructure demand, defense and aerospace strength and a plethora of acquisitions. Orders rose 38% year over year in Q3 2025 to $6.1B, with continued momentum expected in Q4. Amphenol (APH) is set to report its fourth-quarter 2025 results on Jan. 28.The company expects fourth-quarter 2025 earnings between 89 cents and 91 cents per share, indicating growth between 62% an ...

Group 1: Betterware de Mexico SAPI de C - Betterware de Mexico SAPI de C has a Zacks Rank 1 (Strong Buy) and a Zacks Consensus Estimate for current year earnings increased by 0.6% over the last 60 days [1] - The company's shares gained 52.6% over the last three months compared to the S&P 500's gain of 2.5% [2] - Betterware de Mexico possesses a Momentum Score of A [2] Group 2: Lam Research - Lam Research has a Zacks Rank 1 and a Zacks Consensus Estimate for current year earnings increased by 0.8% over the last 60 days [2] - The company's shares gained 49.8% over the last three months compared to the S&P 500's gain of 2.5% [3] - Lam Research possesses a Momentum Score of B [3] Group 3: Amphenol - Amphenol has a Zacks Rank 1 and a Zacks Consensus Estimate for current year earnings increased by 0.3% over the last 60 days [3] - The company's shares gained 12.9% over the last three months compared to the S&P 500's gain of 2.5% [4] - Amphenol possesses a Momentum Score of B [4]

Wall Street analysts expect Amphenol (APH) to post quarterly earnings of $0.93 per share in its upcoming report, which indicates a year-over-year increase of 69.1%. Revenues are expected to be $5.84 billion, up 35.2% from the year-ago quarter.Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe.Ahead of a company's earnings disclosure, it i ...

The market expects Amphenol (APH) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended December 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on January 28, might help the stock move higher if these key numbers are better ...

Industry Overview - The technology sector is experiencing growth due to digitalization, driven by the rapid deployment of Artificial Intelligence (AI) and cloud computing transition [1] - Strong adoption of AI technologies, including Generative AI and agentic AI, is increasing demand for high-performance computing and data-center infrastructure, leading to higher sales of semiconductors and related services [1] - Industrial automation is being enhanced by AI deployment, with increased usage of the Internet of Things, robotics, and automation [1] - Quantum computing, although in early stages, shows potential in solving complex problems in areas like drug discovery and logistics [1] Semiconductor Market - Massive investments in chips, particularly GPUs and customized accelerators, are driving semiconductor demand [4] - The Semiconductor Industry Association reported that semiconductor sales reached $75.3 billion in November 2025, a 29.8% year-over-year increase and a 3.5% month-over-month increase [4] - In October 2025, semiconductor sales were $72.7 billion, reflecting a 4.7% month-over-month increase and a 27.2% year-over-year increase [4] Company Performance and Earnings Estimates - Sandisk (SNDK) has an Earnings ESP of +3.07% and is expected to benefit from a shift in the NAND flash memory market, driven by AI applications [8][9] - The Zacks Consensus Estimate for Sandisk's earnings has increased to $3.26 per share, with the company set to report results on January 28, 2026 [10][11] - Amphenol (APH) has an Earnings ESP of +3.78% and is scheduled to report results on January 28, 2026, with a consensus earnings estimate of 93 cents per share, indicating 69.1% growth year-over-year [12][13] - ASML Holding has an Earnings ESP of +0.70% and is also set to report on January 28, 2026, with a consensus estimate of $8.85 per share, reflecting 21.2% growth year-over-year [14][16] - Corning (GLW) has an Earnings ESP of +1.72% and is scheduled to report on January 28, 2026, with a steady earnings estimate of 70 cents per share, suggesting 22.8% growth year-over-year [17][19] Investment Outlook - Leading hyperscalers like Amazon, Alphabet, and Microsoft are making multi-year investments to expand cloud capacity and support AI deployment, which bodes well for technology stocks [3] - The combination of strong earnings estimates and positive market trends positions several technology stocks favorably for potential earnings surprises [6][7]

Summary of Key Points from the Conference Call Industry Overview - The focus of the conference call was on the **data center and networking equipment market** for the years **2026/27** with insights from **650 Group** [1] Core Insights and Arguments - **AI-driven Networking and Compute Spend**: The outlook remains elevated, driven by new XPUs, 800G network upgrades, and continued investments in scaling technologies [2][3] - **Networking Vendors**: Companies like **Arista (ANET)** and **Celestica (CLS)** are well-positioned to benefit from the adoption of 800G networking by hyperscalers in 2026/27 [2][3] - **Meta's Investment**: It is expected that **Meta's** spending on networking will significantly increase in 2026/27 after two years of under-investment, benefiting partners like ANET, CLS, and **Cisco (CSCO)** [3] - **Ethernet Networking Adoption**: Wider adoption in **Microsoft AI clusters** is anticipated to start in 2027, with 2026 still focused on existing Infiniband infrastructure [3] - **Scale Across Demand**: There is robust demand for connecting more data halls across geographies, primarily driven by Ethernet, although Infiniband demand will persist [3] Additional Important Insights - **Connector and Cabling Growth**: A significant increase in connector and cabling content per rack is expected with the introduction of **Rubin/Rubin Ultra**, compared to **Blackwell**. This growth is attributed to rising product complexity and sophisticated pin designs, benefiting companies like **Amphenol (APH)** and **TE Connectivity (TEL)** [2][5] - **Long-term Growth in Optics**: There is a positive outlook for optics, with recent transactions like **Amphenol - CCS** indicating strong growth potential [5] - **Cooling Technology**: The industry is expected to become more efficient, with new cooling technologies needed at 1 MW [5] - **Hyperscaler Preferences**: Hyperscalers are likely to continue using a mix of best-in-breed and white-box solutions, while enterprises may prefer reference-design systems from vendors with strong channel presences [6] Company Recommendations - **Buy Ratings**: The following companies have been assigned buy ratings: - **Amphenol Corp.** (Buy, $154.22) - **Arista Networks Inc.** (Buy, $130.59) - **Celestica Inc.** (Buy, $313.53) - **Flex** (Buy, $66.59) - **TE Connectivity Plc** (Buy, $241.92) [13] This summary encapsulates the key points discussed during the conference call, highlighting the trends, company positions, and market outlook for the data center and networking equipment industry.