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Tariff Pressures Mount: Will China Exposure Slow APH Stock's Momentum?
ZACKS· 2025-07-10 15:41
Key Takeaways New tariffs may dent pricing and margin flexibility in China. APH's China revenue rose 18.4% in Q1, led by IT datacom demand. APH stock is up 41.4% YTD, outpacing sector and industry peers.Amphenol (APH) designs and manufactures connectors, interconnect systems, antennas, sensors and high-speed specialty cable. With vertically integrated facilities in over 30 countries, it supports diverse end markets, including IT datacom, automotive, mobile devices, and industrial applications. APH supplie ...
Amphenol's Datacom Growth Momentum Continues: A Sign of More Upside?
ZACKS· 2025-06-13 17:20
Key Takeaways APH's datacom revenues rose 134% YoY in Q1, making up 33% of total sales and driving segment growth. Communications Solutions segment revenues hit $2.41B, up 91% YoY and beat estimates by over 33%. Q1 orders surged 58% to $5.29B as APH scales manufacturing to meet AI and cloud infrastructure demand.Amphenol’s (APH) datacom business has been gaining strong traction as cloud providers, semiconductor manufacturers, and enterprise customers invest in high-speed connectivity to support AI and nex ...
Ducommun(DCO) - 2024 Q4 - Earnings Call Transcript
2025-02-27 20:44
Ducommun Incorporated (NYSE:DCO) Q4 2024 Earnings Conference Call February 27, 2025 1:00 PM ET Company Participants Suman Mookerji - Senior Vice President & Chief Financial Officer Steve Oswald - Chairman, President & Chief Executive Officer Conference Call Participants Ken Herbert - RBC Capital Markets Mike Crawford - B. Riley Securities Jeremy Jason - Citi Operator Good day and thank you for standing by. Welcome to the Fourth Quarter 2024 Ducommun Earnings Conference Call. At this time, all participants a ...