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Unlocking Amphenol (APH) International Revenues: Trends, Surprises, and Prospects
APHAmphenol(APH) ZACKS·2025-05-13 14:22

Core Insights - Amphenol's international operations are crucial for assessing its financial resilience and growth prospects [1][2] - The company's ability to leverage international markets is increasingly important in today's interconnected global economy [2][3] Revenue Performance - Amphenol's total revenue for the quarter reached 4.81billion,reflectingayearoveryearincreaseof47.74.81 billion, reflecting a year-over-year increase of 47.7% [4] - Revenue from Other foreign locations was 2.37 billion, accounting for 49.33% of total revenue, surpassing the consensus estimate of 1.74billionby36.571.74 billion by 36.57% [5] - Revenue from China was 793.9 million, representing 16.50% of total revenue, which was an 11.1% miss against the expected 893.01million[6]FutureProjectionsAnalystsprojectAmphenoltoreport893.01 million [6] Future Projections - Analysts project Amphenol to report 4.97 billion in total revenue for the current fiscal quarter, a 37.7% increase from the previous year [7] - For the full year, total revenue is expected to reach 19.79billion,up3019.79 billion, up 30% from the previous year, with Other foreign locations and China contributing 39.4% (7.79 billion) and 20.9% ($4.14 billion) respectively [8] Market Dynamics - The reliance on global markets presents both opportunities and challenges for Amphenol, making the analysis of international revenue trends essential for forecasting future performance [9] - Analysts are closely monitoring these trends amid growing international interdependencies and geopolitical tensions [10] Stock Performance - Amphenol's stock has increased by 29% over the past month, outperforming the S&P 500's 9.1% increase [12] - Over the past three months, Amphenol's shares rose by 22.6%, while the S&P 500 declined by 3.1% [12]