Amphenol (NYSE:APH) Updates Q1 2025 Earnings Guidance

Amphenol (NYSE:APH) updated its first quarter 2025 earnings guidance on Wednesday. The company provided earnings per share guidance of 0.490-0.510 for the period, compared to the consensus earnings per share estimate of 0.480. The company issued revenue guidance of $4.0 billion-$4.1 billion, compared to the consensus revenue estimate of $3.9 billion. Amphenol also updated its Q1 guidance to $0.49-0.51 EPS.

Analyst Upgrades and Downgrades

Several research analysts have recently commented on APH shares. Bank of America boosted their price target on Amphenol from $75.00 to $85.00 and gave the company a “neutral” rating in a report on Thursday. Truist Financial boosted their target price on shares of Amphenol from $76.00 to $82.00 and gave the company a “buy” rating in a research note on Thursday, October 24th. Evercore ISI increased their target price on shares of Amphenol from $75.00 to $80.00 and gave the stock an “outperform” rating in a report on Thursday, October 24th. Citigroup lifted their price target on shares of Amphenol from $81.00 to $82.00 and gave the company a “buy” rating in a report on Friday, January 17th. Finally, TD Cowen raised their target price on shares of Amphenol from $60.00 to $63.00 and gave the stock a “hold” rating in a report on Friday, October 25th. Five research analysts have rated the stock with a hold rating, seven have given a buy rating and one has given a strong buy rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $73.79.

Amphenol Stock Performance

Shares of NYSE APH opened at $77.84 on Thursday. Amphenol has a 12-month low of $48.52 and a 12-month high of $78.25. The company has a market cap of $93.84 billion, a PE ratio of 44.73, a P/E/G ratio of 1.98 and a beta of 1.24. The stock has a 50 day simple moving average of $71.86 and a 200-day simple moving average of $67.86. The company has a current ratio of 1.99, a quick ratio of 1.33 and a debt-to-equity ratio of 0.53.

Amphenol (NYSE:APH) last announced its quarterly earnings results on Wednesday, January 22nd. The electronics maker reported $0.55 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.50 by $0.05. Amphenol had a return on equity of 24.68% and a net margin of 15.40%. The company had revenue of $4.32 billion during the quarter, compared to analyst estimates of $4,051,810 billion. During the same quarter in the previous year, the firm posted $0.82 EPS. The firm’s quarterly revenue was up 29.8% on a year-over-year basis. On average, equities research analysts forecast that Amphenol will post 1.84 EPS for the current year.

Amphenol Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Wednesday, January 8th. Shareholders of record on Tuesday, December 17th were given a dividend of $0.165 per share. The ex-dividend date was Tuesday, December 17th. This represents a $0.66 dividend on an annualized basis and a dividend yield of 0.85%. Amphenol’s dividend payout ratio (DPR) is 37.93%.

Insider Activity

In other Amphenol news, CFO Craig A. Lampo sold 150,000 shares of the company’s stock in a transaction dated Tuesday, October 29th. The shares were sold at an average price of $68.76, for a total value of $10,314,000.00. Following the completion of the sale, the chief financial officer now directly owns 218,116 shares of the company’s stock, valued at approximately $14,997,656.16. This represents a 40.75 % decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, VP David M. Silverman sold 180,000 shares of Amphenol stock in a transaction that occurred on Tuesday, October 29th. The stock was sold at an average price of $68.84, for a total transaction of $12,391,200.00. Following the completion of the transaction, the vice president now directly owns 14,000 shares in the company, valued at $963,760. This represents a 92.78 % decrease in their position. The disclosure for this sale can be found here. Insiders sold 1,842,672 shares of company stock worth $128,858,080 over the last three months. Corporate insiders own 1.80% 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.