Loading...
•
Mar 31
Amphenol Q1 2025 Earnings Report
Amphenol reported record sales and profits in Q1 2025, exceeding expectations and driven by strong growth in multiple end markets.
Key Takeaways
Amphenol delivered a record-breaking first quarter with $4.81 billion in revenue and $737.8 million in net income, supported by outstanding performance in the IT datacom, defense, mobile, and communications sectors, alongside contributions from recent acquisitions.
Revenue hit a record $4.81 billion, up 48% year-over-year.
Adjusted EPS reached $0.63, well above guidance.
Strong organic growth across IT datacom, mobile devices, defense, and communications markets.
Two acquisitions completed in the quarter, including CommScope's OWN and DAS businesses.
Amphenol
Amphenol
Amphenol Revenue by Segment
Revenue by Segment
Harsh Environment Solutions Revenue
CapyFin.comCommunications Solutions Revenue
CapyFin.comInterconnect & Sensor Systems Revenue
CapyFin.com Forward Guidance
For Q2 2025, Amphenol expects continued strong performance with revenue projected between $4.90B and $5.00B, and Adjusted EPS between $0.64 and $0.66.
Positive Outlook
- Revenue expected to grow 36%-39% YoY in Q2.
- Adjusted EPS guidance of $0.64 to $0.66 exceeds prior year.
- Continued benefit from recent acquisitions including Andrew Business.
- Strong demand across diversified end markets.
- Expanded range of high-technology interconnect products.
Challenges Ahead
- Ongoing macroeconomic and geopolitical uncertainties.
- Potential volatility from foreign exchange rates.
- Challenges in raw material availability and costs.
- Cybersecurity risks including increasingly sophisticated attacks.
- Regulatory pressures related to information security and ESG requirements.
Revenue & Expenses
Visualization of income flow from segment revenue to net income