Amphenol (NYSE:APH) Issues FY 2025 Earnings Guidance

Key Points

• Amphenol provided an earnings guidance for FY 2025 with an expected EPS of 3.260-3.280, surpassing the consensus estimate of 3.040, and projected revenue of $22.7 billion-$22.8 billion, exceeding the $21.7 billion estimate.
• The company reported a quarterly earnings per share (EPS) of $0.81, beating the consensus estimate of $0.66, and reported revenue growth of 56.5% compared to the same quarter last year.
• Amphenol's stock has been rated as a "Moderate Buy" by analysts, with new price targets set between $115.00 and $150.00 following recent coverage updates from several banking firms.

Amphenol (NYSE:APH - Get Free Report) issued an update on its FY 2025 earnings guidance on Wednesday morning. The company provided EPS guidance of 3.260-3.280 for the period, compared to the consensus EPS estimate of 3.040. The company issued revenue guidance of $22.7 billion-$22.8 billion, compared to the consensus revenue estimate of $21.7 billion. Amphenol also updated its Q4 2025 guidance to 0.890-0.910 EPS.

Amphenol Stock Performance

Shares of Amphenol stock opened at $124.60 on Wednesday. The company has a current ratio of 2.02, a quick ratio of 1.46 and a debt-to-equity ratio of 0.61. The firm has a market capitalization of $152.13 billion, a P/E ratio of 49.64, a P/E/G ratio of 1.67 and a beta of 1.17. The business has a fifty day simple moving average of $118.01 and a two-hundred day simple moving average of $99.22. Amphenol has a 12 month low of $56.45 and a 12 month high of $128.12.

Amphenol (NYSE:APH - Get Free Report) last posted its quarterly earnings results on Wednesday, July 23rd. The electronics maker reported $0.81 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.66 by $0.15. The firm had revenue of $5.65 billion during the quarter, compared to analyst estimates of $5.01 billion. Amphenol had a return on equity of 30.58% and a net margin of 16.90%.Amphenol's quarterly revenue was up 56.5% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.44 EPS. On average, equities analysts forecast that Amphenol will post 2.36 earnings per share for the current fiscal year.

Amphenol Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, October 8th. Stockholders of record on Tuesday, September 16th were given a $0.165 dividend. This represents a $0.66 annualized dividend and a dividend yield of 0.5%. The ex-dividend date of this dividend was Tuesday, September 16th. Amphenol's payout ratio is currently 26.29%.

Analysts Set New Price Targets

Several equities analysts have recently issued reports on the company. Barclays assumed coverage on Amphenol in a research report on Wednesday, October 8th. They issued an "equal weight" rating and a $120.00 price target for the company. Evercore ISI lifted their price target on Amphenol from $120.00 to $150.00 and gave the stock an "outperform" rating in a research report on Tuesday, October 7th. Industrial Alliance Securities set a $115.00 price target on Amphenol in a research report on Friday, July 11th. Weiss Ratings reaffirmed a "buy (b)" rating on shares of Amphenol in a research report on Wednesday, October 8th. Finally, JPMorgan Chase & Co. boosted their target price on Amphenol from $125.00 to $145.00 and gave the stock an "overweight" rating in a research report on Thursday, October 16th. Ten investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company's stock. According to data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average target price of $118.00.

Insider Buying and Selling at Amphenol

In other news, CFO Craig A. Lampo sold 40,076 shares of the company's stock in a transaction dated Monday, August 25th. The shares were sold at an average price of $110.56, for a total transaction of $4,430,802.56. Following the completion of the sale, the chief financial officer owned 39,884 shares of the company's stock, valued at $4,409,575.04. This represents a 50.12% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider William J. Doherty sold 113,000 shares of the company's stock in a transaction dated Monday, August 11th. The shares were sold at an average price of $110.29, for a total transaction of $12,462,770.00. The disclosure for this sale can be found here. Insiders sold 665,924 shares of company stock worth $73,369,357 over the last 90 days. 1.67% of the stock is owned by company insiders.

Institutional Investors Weigh In On Amphenol

Several hedge funds and other institutional investors have recently made changes to their positions in APH. Riggs Asset Managment Co. Inc. increased its position in shares of Amphenol by 200.0% during the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker's stock valued at $25,000 after purchasing an additional 168 shares during the last quarter. Strategic Wealth Investment Group LLC bought a new position in shares of Amphenol during the 2nd quarter valued at approximately $49,000. Headlands Technologies LLC bought a new position in shares of Amphenol during the 2nd quarter valued at approximately $51,000. McIlrath & Eck LLC bought a new position in shares of Amphenol during the 2nd quarter valued at approximately $56,000. Finally, HUB Investment Partners LLC bought a new position in shares of Amphenol during the 2nd quarter valued at approximately $215,000. Hedge funds and other institutional investors own 97.01% of the company's stock.

Amphenol Company Profile

Amphenol Corporation, together with its subsidiaries, primarily designs, manufactures, and markets electrical, electronic, and fiber optic connectors in the United States, China, and internationally. It operates through three segments: Harsh Environment Solutions, Communications Solutions, and Interconnect and Sensor Systems.

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