•
Mar 31, 2020

Amphenol Q1 2020 Earnings Report

Amphenol reported a decrease in sales and EPS compared to the same period last year, impacted by the COVID-19 pandemic.

Key Takeaways

Amphenol Corporation reported first quarter 2020 results, which were impacted by the COVID-19 pandemic. Sales decreased by 5% compared to the first quarter 2019, but orders reached $2.151 billion due to higher demand for communications networks and medical equipment. The company proactively drew down $1.25 billion from its revolving credit facility and finished the quarter with $2.4 billion of cash on hand.

Sales for the first quarter 2020 were $1.862 billion, a 5% decrease compared to $1.959 billion for the comparable 2019 period.

GAAP diluted Earnings Per Share (EPS) for the first quarter 2020 was $0.79 compared to $0.87 for the comparable 2019 period.

Adjusted Diluted EPS for the first quarter 2020 was $0.71 compared to $0.89 for the first quarter 2019.

Operating cash flow in the quarter was $384 million.

Total Revenue
$1.86B
Previous year: $1.96B
-5.0%
EPS
$0.18
Previous year: $0.23
-21.7%
Gross Profit
$560M
Previous year: $628M
-10.8%
Cash and Equivalents
$2.37B
Previous year: $970M
+144.6%
Free Cash Flow
$324M
Previous year: $269M
+20.2%
Total Assets
$12.1B
Previous year: $10.2B
+18.3%

Amphenol

Amphenol

Amphenol Revenue by Segment

Forward Guidance

The company withdrew its full-year sales and EPS guidance and will not be providing a specific outlook for the coming quarter. Sales and EPS in the second quarter of 2020 are expected to be lower than the levels achieved in the first quarter.

Positive Outlook

  • Company's consistent superior performance
  • Outstanding, entrepreneurial management team
  • Dynamically adjust to the current market conditions
  • Continue to generate strong financial performance
  • Further capitalize on the many opportunities to expand market position

Challenges Ahead

  • Overall demand and operating environment remains highly uncertain
  • Full impact of the COVID-19 pandemic on our business will depend on many unpredictable future developments
  • Length and severity of the crisis
  • Potential additional government actions
  • Overall impact of the pandemic on the global economy

Revenue & Expenses

Visualization of income flow from segment revenue to net income