Amphenol(US:APH) ZACKSยท2025-10-27 14:17Core Insights - Amphenol's international operations are critical for its financial strength and growth potential, with a significant portion of revenue derived from overseas markets [2][3] Revenue Performance - The total revenue for Amphenol in the recent quarter reached $6.19 billion, reflecting a 53.4% increase from the same quarter last year [4] - Revenues from Other foreign locations accounted for 49.1% of total revenue, amounting to $3.04 billion, which was a 21.51% surprise compared to Wall Street's expectation of $2.5 billion [5] - Revenue from China was $948.6 million, representing 15.3% of total revenue, which was a 12.58% shortfall from the projected $1.09 billion [6] Future Projections - Analysts predict Amphenol will report total revenue of $5.57 billion in the current fiscal quarter, indicating a 29% increase year-over-year, with Other foreign locations and China expected to contribute $2.61 billion (46.9%) and $1.06 billion (19%) respectively [7] - For the full year, total revenue is anticipated to reach $22.73 billion, a 49.3% increase from the previous year, with contributions from Other foreign locations and China projected at $10.32 billion (45.4%) and $3.82 billion (16.8%) respectively [8] Market Dynamics - Amphenol's reliance on international markets presents both opportunities and risks, making it essential to monitor international revenue trends for forecasting the company's prospects [9] - The current global economic landscape, characterized by interdependencies and geopolitical tensions, necessitates close tracking of international revenue patterns by analysts [10] Stock Performance - Amphenol's stock has increased by 9.2% over the past month, outperforming the S&P 500's 2.5% increase, and has risen 28.3% over the past three months compared to the S&P 500's 7.1% increase [13]