安费诺：2025 年第四季度初步解读

Mark Delaney, CFA +1(212)357-0535 | mark.delaney@gs.com Goldman Sachs & Co. LLC Will Bryant +1(212)934-4705 | will.bryant@gs.com Goldman Sachs & Co. LLC 28 January 2026 | 8:57AM EST Equity Research Amphenol Corp. (APH): 4Q25 First Take Synopsis: Results: Amphenol (APH; Buy) reported 4Q25 revenue of $6,439 mn (up 4% qoq, up 49% yoy, and up 37% yoy organically) which was well above the high-end of revenue guidance of $6,000-$6,100 mn. Revenue in the quarter was 5% above GS at $6,157 mn and 4% above the Street ...