Analysts Offer Predictions for Amphenol FY2025 Earnings

Key Points

• Zacks Research raised its FY2025 EPS estimate for Amphenol Corporation to $2.98 per share, up from a previous estimate of $2.92, while the consensus estimate for the current year stands at $2.36.
• Amphenol's recent quarterly earnings report showed a significant increase, with earnings per share of $0.81, surpassing expectations of $0.66, and a year-over-year revenue growth of 56.5%.
• The company declared a quarterly dividend of $0.165 per share scheduled for October 8th, representing an annual yield of 0.6%.

Amphenol Corporation (NYSE:APH - Free Report) - Research analysts at Zacks Research raised their FY2025 earnings estimates for shares of Amphenol in a note issued to investors on Tuesday, September 9th. Zacks Research analyst Team now expects that the electronics maker will post earnings per share of $2.98 for the year, up from their prior estimate of $2.92. The consensus estimate for Amphenol's current full-year earnings is $2.36 per share. Zacks Research also issued estimates for Amphenol's Q4 2025 earnings at $0.77 EPS, Q1 2026 earnings at $0.75 EPS, Q2 2026 earnings at $0.84 EPS, Q3 2026 earnings at $0.87 EPS, Q4 2026 earnings at $0.89 EPS, FY2026 earnings at $3.34 EPS, Q1 2027 earnings at $0.85 EPS, Q2 2027 earnings at $0.92 EPS and FY2027 earnings at $3.62 EPS.

Amphenol (NYSE:APH - Get Free Report) last announced its quarterly earnings data 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. Amphenol had a net margin of 16.90% and a return on equity of 30.58%. The business had revenue of $5.65 billion during the quarter, compared to the consensus estimate of $5.01 billion. During the same quarter last year, the firm earned $0.44 earnings per share. The firm's quarterly revenue was up 56.5% compared to the same quarter last year. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS.

Several other equities research analysts also recently weighed in on the company. UBS Group increased their price target on Amphenol from $115.00 to $120.00 and gave the stock a "buy" rating in a report on Thursday, July 24th. The Goldman Sachs Group reiterated a "buy" rating on shares of Amphenol in a report on Friday, July 11th. KGI Securities assumed coverage on shares of Amphenol in a research report on Thursday, June 26th. They set a "hold" rating on the stock. Industrial Alliance Securities set a $115.00 target price on shares of Amphenol in a research report on Friday, July 11th. Finally, Bank of America raised their target price on shares of Amphenol from $110.00 to $120.00 and gave the stock a "neutral" rating in a research report on Tuesday, August 5th. Eight equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company's stock. According to MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average target price of $105.62.

Amphenol Trading Down 0.6%

Shares of NYSE APH traded down $0.76 during midday trading on Wednesday, hitting $118.71. The company's stock had a trading volume of 6,358,068 shares, compared to its average volume of 8,041,405. 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 business's 50 day moving average is $107.44 and its two-hundred day moving average is $88.05. Amphenol has a 12-month low of $56.45 and a 12-month high of $120.80. The firm has a market cap of $144.94 billion, a P/E ratio of 47.30, a price-to-earnings-growth ratio of 1.91 and a beta of 1.15.

Amphenol Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 8th. Investors of record on Tuesday, September 16th will be issued a dividend of $0.165 per share. This represents a $0.66 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend is Tuesday, September 16th. Amphenol's dividend payout ratio (DPR) is presently 26.29%.

Insider Buying and Selling at Amphenol

In related news, VP Lance E. D'amico sold 100,000 shares of Amphenol stock in a transaction that occurred on Monday, August 18th. The shares were sold at an average price of $110.60, for a total transaction of $11,060,000.00. Following the transaction, the vice president directly owned 76,400 shares of the company's stock, valued at $8,449,840. This trade represents a 56.69% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, VP David M. Silverman sold 100,000 shares of Amphenol stock in a transaction that occurred on Monday, August 25th. The shares were sold at an average price of $110.42, for a total transaction of $11,042,000.00. Following the transaction, the vice president directly owned 12,500 shares in the company, valued at approximately $1,380,250. The trade was a 88.89% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders sold 665,924 shares of company stock valued at $73,369,357. 1.67% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Amphenol

Several institutional investors and hedge funds have recently bought and sold shares of APH. Hughes Financial Services LLC purchased a new position in Amphenol in the first quarter worth $25,000. Opal Wealth Advisors LLC purchased a new position in Amphenol in the second quarter worth $25,000. Riggs Asset Managment Co. Inc. grew its holdings in Amphenol by 200.0% in the second quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker's stock worth $25,000 after purchasing an additional 168 shares during the last quarter. Howard Hughes Medical Institute purchased a new position in Amphenol in the second quarter worth $26,000. Finally, Avalon Trust Co grew its holdings in Amphenol by 133.3% in the first quarter. Avalon Trust Co now owns 406 shares of the electronics maker's stock worth $27,000 after purchasing an additional 232 shares during the last quarter. 97.01% of the stock is owned by hedge funds and other institutional investors.

About Amphenol

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.