Amphenol Q1 2025 Earnings Report
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
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Amphenol Revenue by Segment
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