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Jun 30, 2022
Amphenol Q2 2022 Earnings Report
Amphenol's second quarter 2022 was marked by record sales and adjusted diluted EPS, exceeding guidance amidst robust growth and strategic acquisitions.
Key Takeaways
Amphenol Corporation reported record sales of $3.137 billion, an 18% increase year-over-year, and a GAAP diluted EPS of $0.76, up 29% from the previous year. The company's performance was driven by growth across various end markets and contributions from acquisitions, with an operating margin of 20.7%.
Achieved record sales of $3.137 billion, reflecting an 18% increase compared to Q2 2021.
Reported record GAAP diluted EPS of $0.76, a 29% increase year-over-year.
Generated record operating and free cash flow of $543 million and $452 million, respectively.
Announced the acquisition of NPI Solutions, Inc., enhancing capabilities in the industrial market.
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 the third quarter of 2022, Amphenol expects sales to be in the range of $3.040 billion to $3.100 billion, representing 8% to 10% growth over the third quarter of 2021. Adjusted Diluted EPS is expected to be in the range of $0.73 to $0.75, representing 12% to 15% growth over the third quarter of 2021.
Positive Outlook
- Sales are expected to be in the range of $3.040 billion to $3.100 billion.
- Sales growth is projected to be 8% to 10% over the third quarter of 2021.
- Adjusted Diluted EPS is expected to be in the range of $0.73 to $0.75.
- Adjusted Diluted EPS growth is projected to be 12% to 15% over the third quarter of 2021.
- Company's strong second quarter results.
Challenges Ahead
- The market environment remains highly uncertain.
- There are continued supply chain challenges.
- There are continued inflationary challenges.
- There are ongoing disruptions associated with the COVID-19 pandemic.
- Guidance assumes conditions do not meaningfully worsen and constant exchange rates.
Revenue & Expenses
Visualization of income flow from segment revenue to net income