Don't Overlook Amphenol (APH) International Revenue Trends While Assessing the Stock

Core Insights - Amphenol's international operations are crucial for assessing its financial resilience and growth prospects, especially given its expansive global footprint [1][2] Group 1: International Revenue Performance - Amphenol's total revenue for the quarter ended June 2025 was $5.65 billion, marking a 56.5% year-over-year increase [4] - Revenues from other foreign locations accounted for 50.10% of total revenue, translating to $2.83 billion, which exceeded Wall Street's expectations of $2.2 billion by 28.96% [5] - Revenue from China was $882.2 million, representing 15.61% of total revenue, which was a decline of 16.06% compared to the projected $1.05 billion [6] Group 2: Future Revenue Projections - For the current fiscal quarter, total revenue is projected to reach $5.46 billion, reflecting a 35.2% increase from the same quarter last year, with other foreign locations expected to contribute $2.33 billion [7] - For the full year, total revenue is anticipated to be $20.82 billion, a 36.8% increase from the previous year, with revenues from other foreign locations and China expected to be $9.13 billion and $3.99 billion, respectively [8] Group 3: Market Dynamics and Stock Performance - Amphenol's reliance on international markets presents both opportunities and challenges, making it essential to track international revenue trends for future projections [9] - The company's stock has appreciated by 7.5% over the past four weeks, outperforming the S&P 500's 4.9% increase, and has seen a 30.2% increase over the past three months compared to the S&P 500's 16% increase [12]