Amphenol (APH) reported $6.44 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 49.1%. EPS of $0.97 for the same period compares to $0.55 a year ago.The reported revenue represents a surprise of +5.29% over the Zacks Consensus Estimate of $6.12 billion. With the consensus EPS estimate being $0.93, the EPS surprise was +4.67%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine th ...

Amphenol Corp. (NYSE:APH) stock tumbled Wednesday after the company reported fourth-quarter and full-year 2025 results.Sales of $6.43 billion rose 49% in U.S. dollars and 37% organically year over year, beating the consensus of $6.18 billion.Adjusted diluted EPS came in at 97 cents, up 76% year over year, beating the consensus of 93 cents.Adjusted operating margin for the quarter was 27.5%.Amphenol exited the quarter with $11.13 billion in cash and cash equivalents.During the fourth quarter, the company pur ...

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 ...

Core Insights - Amphenol (APH) is expected to report strong fourth-quarter 2025 results, with earnings projected between 89 cents and 91 cents per share, reflecting a year-over-year growth of 62% to 65% [1][8] - Revenue expectations for the fourth quarter are between $6 billion and $6.1 billion, indicating a year-over-year growth of 39% to 41% [2][8] - The Zacks Consensus Estimate for fourth-quarter revenues stands at $5.84 billion, which represents a 35.2% increase from the previous year [2] Earnings and Revenue Estimates - The earnings estimate for the third-quarter 2025 has increased to 93 cents per share, suggesting a growth of 69.1% compared to the same quarter last year [1] - Amphenol's earnings have consistently exceeded the Zacks Consensus Estimate in the past four quarters, with an average surprise of 17.9% [4] Growth Drivers - Key factors driving Amphenol's anticipated Q4 results include sustained investments in artificial intelligence (AI) infrastructure, diversified end markets, ongoing defense modernization spending, and contributions from acquisitions [6][20] - Order growth surged by 38% year-over-year to $6.111 billion in Q3 2025, with a book-to-bill ratio of 0.99 to 1, indicating continued order momentum [6][8] Acquisitions Impact - Strategic acquisitions such as Trexon, Rochester sensors, and CIT have significantly enhanced Amphenol's market presence, particularly in commercial aerospace and industrial markets [7][18] - The Andrew business acquisition is expected to boost sales in the communications end-market, with a projected sales increase of over 130% in 2025 [7] Market Performance - Amphenol shares have appreciated 123.7% over the past year, outperforming the Zacks Computer and Technology sector, which returned 28.5% [12] - Compared to peers like TE Connectivity, Corning, and Belden, Amphenol has shown superior stock performance [12] Financial Health - Amphenol maintains strong liquidity with total liquidity of $10.9 billion, including $3.9 billion in cash and short-term investments, which supports further acquisitions and shareholder initiatives [19] - The company has a net debt of $4.2 billion and no outstanding borrowings under its credit facilities, indicating a solid balance sheet [19] Investment Outlook - The combination of AI-driven growth, strategic acquisitions, and steady demand in defense and commercial aerospace markets positions Amphenol as an attractive investment opportunity ahead of its Q4 2025 results [20][21]

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]

Core Insights - Wall Street analysts anticipate Amphenol (APH) will report quarterly earnings of $0.93 per share, reflecting a year-over-year increase of 69.1% [1] - Expected revenues for the quarter are projected at $5.84 billion, which represents a 35.2% increase from the same quarter last year [1] - There have been no revisions in the consensus EPS estimate over the last 30 days, indicating stability in analysts' forecasts [1] Revenue Estimates - Analysts estimate 'Net Sales- Harsh Environment Solutions' will reach $1.50 billion, indicating a year-over-year change of +19.1% [4] - 'Net Sales- Interconnect and Sensor Systems' is projected to be $1.35 billion, reflecting a year-over-year increase of +19.6% [4] - 'Net Sales- Communications Solutions' is expected to reach $3.25 billion, suggesting a significant year-over-year change of +68.6% [5] Operating Income Estimates - 'Operating Income- Interconnect and Sensor Systems' is forecasted to be $406.22 million, compared to $209.60 million in the same quarter last year [5] - 'Operating Income- Communications Solutions' is estimated at $934.68 million, up from $501.90 million reported in the same quarter last year [6] - 'Operating Income- Harsh Environment Solutions' is projected to reach $361.46 million, compared to $305.40 million in the same quarter last year [6] Stock Performance - Amphenol shares have shown a return of +10.6% over the past month, outperforming the Zacks S&P 500 composite, which increased by +0.6% [6] - The company holds a Zacks Rank 1 (Strong Buy), indicating expectations of beating overall market performance in the near future [6]

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 ...