Amphenol (APH)

We are raising 2025/2026E EPS for Amphenol (APH; $70.29; E/W) from $2.20/$2.40 to $2.26/$2.50 after management announced it completed this previously disclosed acquisition, for $2.1B in cash, of CommScope’s (COMM; $4.99; E/W) Outdoor Wireless Networks…

We raise our 2025E EPS for Amphenol (APH; $77.84; E/W) from $2.07 to $2.20 (+17% YoY vs. +25% in 2024) after the company again produced some healthy Q4 EPS upside with Q1E EPS guidance that…

Amphenol (APH; $74.98; E/W) reported Q4 non-GAAP EPS of $0.55, which beat our consensus matching $0.50 led by better than expected sales ($4,318mm vs. our $4,020mm and the Street’s $4,061mm). As per the table below,…

We assume the shares of Amphenol (APH; $69.86; E/W) continue to trade within the range we have seen from the stock for the past 10 months or so after the company offers up its Q4…

We are again bumping up our 2024/2025E EPS for Amphenol (APH; $68.47; E/W) from $1.77/$1.97 to $1.84/$2.07, mainly for a healthy Q3 EPS beat ($0.50 vs. our consensus matching $0.45), which was led again by…

Amphenol (APH; $66.85; E/W) reported Q3 non-GAAP EPS of $0.50, which beat our consensus matching $0.45 led by better than expected sales ($4,039mm vs. our $3,800mm and the Street’s $3,807mm). As per the table below,…

We think Amphenol (APH; $67.46; E/W) delivers another in a recent series of “beat and meets” with its Q3 results and Q4E guide on Wednesday (10/23 before market). We model Q3E sales, operating margins, and…

We adjust our 2024/2025E EPS for Amphenol (APH; $62.88; E/W) from $1.75/$1.97 to $1.77/$1.97 after the company produced its latest in a series of “beat and meet” quarters, albeit with less upside than we have…

Amphenol (APH; $63.54; E/W) reported Q2 non-GAAP EPS of $0.44, which was ahead of our consensus matching $0.41 on better-than-expected sales ($3,610mm vs. our $3,375mm and the Street’s $3,390mm). As per the table below, operating…

This morning, Amphenol (APH; $65.02; E/W) announced plans to acquire CommScope’s (COMM; $1.85; NR) Outdoor Wireless Networks (OWN) business as well as its Distributed Antenna Systems (DAS) portfolio from within a Networking, Intelligent Cellular and…

We assume Amphenol (APH; $70.10; E/W) at least extends its recent “beat and meet” streak when it reports Q2 results and provides Q3E guidance next Wednesday (7/24 before market) given that we think the supply…

We raise our post-stock split 2024/2025E EPS for Amphenol (APH; $68.80; E/W) from $1.70/$1.85 to $1.75/$1.97 for the recently completed acquisition of Carlisle Companies’ (CSL; $412.96; NR) Interconnect Technologies business or CIT as well as…

We are raising our 2024/2025E EPS for Amphenol (APH; $116.31; E/W) from $3.25/$3.55 to $3.40/$3.70 after the company delivered a fourth consecutive “beat and meet” quarter, albeit with enhanced investor enthusiasm around its opportunities within…

Amphenol (APH; $114.26; E/W) reported Q1 non-GAAP EPS of $0.80, which beat our consensus matching $0.73 led by healthy sales upside ($3,256mm vs. our $3,088mm and the Street’s $3,103mm). As per the table below, operating…

We assume Amphenol (APH; $113.32; E/W) highlights a still “mixed bag” of end markets when it reports Q1 results and offers up Q2E guidance on April 24th (before market). However, we believe management was appropriately…