Amphenol (APH)

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…

This morning, Amphenol (APH; $102.78; E/W) announced it signed a definitive agreement to acquire Carlisle Companies’ (CSL; $320.38; NR) Interconnect Technologies business or CIT for $2.025B in cash, which makes the proposed transaction, the largest…

Amphenol (APH; $100.66; E/W) produced another Q4 “beat and meet”, albeit influenced by a surge in M&A during November and December as it acquired four companies with a combined ~$325mm in annual sales for $678mm….

Amphenol (APH; $101.25; E/W) reported Q4 non-GAAP EPS of $0.82, which beat our $0.76 and the Street’s $0.77 on sales of $3,328mm that were ahead of our $3,148mm and the Street’s $3,157mm. The company also…

We adjust 2023/2024E EPS for Amphenol (APH; $79.66; E/W) from $2.88/$3.08 to $2.95/$3.15 after its Q3 print delivered some EPS upside and Q4E guidance was basically in line with our and Street thinking, albeit with…