Amphenol (APH) Reports Q1 Earnings: What Key Metrics Have to Say

Core Insights - Amphenol reported revenue of $4.81 billion for the quarter ended March 2025, marking a 47.7% increase year-over-year and exceeding the Zacks Consensus Estimate by 13.93% [1] - The company's EPS was $0.63, up from $0.40 in the same quarter last year, representing a surprise of 21.15% over the consensus estimate of $0.52 [1] Financial Performance - Net Sales for Harsh Environment Solutions reached $1.27 billion, slightly above the estimated $1.24 billion, reflecting a year-over-year increase of 38.5% [4] - Net Sales for Interconnect and Sensor Systems were $1.13 billion, slightly below the estimated $1.15 billion, with a year-over-year change of 5.1% [4] - Net Sales for Communications Solutions significantly outperformed expectations at $2.41 billion, compared to the estimated $1.81 billion, showing a remarkable year-over-year increase of 90.7% [4] Operating Income - Operating Income for Harsh Environment Solutions was reported at $311.20 million, slightly above the estimated $310.04 million [4] - Operating Income for Interconnect and Sensor Systems was $204.50 million, below the estimated $216.05 million [4] - Operating Income for Communications Solutions was $660.80 million, significantly exceeding the estimated $450.98 million [4] Stock Performance - Amphenol's shares have returned -5.4% over the past month, compared to a -6.6% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]