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Sep 30, 2024

Amphenol Q3 2024 Earnings Report

Amphenol's third quarter results for 2024 were record-breaking, with sales and adjusted diluted EPS exceeding guidance.

Key Takeaways

Amphenol reported record third-quarter results for 2024, with sales of $4.04 billion, up 26% from the prior year, and adjusted diluted EPS of $0.50, up 28% from the prior year. The company's performance was driven by robust organic growth in several markets and contributions from its acquisition program.

Record sales of $4.04 billion, up 26% in U.S. dollars and 15% organically compared to the third quarter of 2023

Record GAAP Diluted EPS of $0.48, up 17% compared to prior year

Record Adjusted Diluted EPS of $0.50, up 28% compared to prior year

Operating and Free Cash Flow of $704 million and $476 million, respectively

Total Revenue
$4.04B
Previous year: $3.2B
+26.3%
EPS
$0.5
Previous year: $0.39
+28.2%
Adjusted Operating Margin
21.9%
Previous year: 20.8%
+5.3%
Gross Profit
$1.36B
Previous year: $1.05B
+29.4%
Cash and Equivalents
$1.56B
Previous year: $1.48B
+5.5%
Free Cash Flow
$476M
Previous year: $544M
-12.5%
Total Assets
$19.6B
Previous year: $15.8B
+24.3%

Amphenol

Amphenol

Forward Guidance

For the fourth quarter of 2024, Amphenol expects sales to be in the range of $3.95 billion to $4.05 billion, representing a 19% to 22% increase from the fourth quarter of 2023. Adjusted Diluted EPS is expected to be in the range of $0.48 to $0.50, representing a 17% to 22% increase from the prior year quarter.

Positive Outlook

  • Sales to be in the range of $3.95 billion to $4.05 billion, representing a 19% to 22% increase from the fourth quarter of 2023.
  • Adjusted Diluted EPS is expected to be in the range of $0.48 to $0.50, representing a 17% to 22% increase from the prior year quarter.
  • Full year 2024, sales to be in the range of $14.85 billion to $14.95 billion, representing an 18% to 19% increase over the prior year.
  • Full year 2024, Adjusted Diluted EPS is expected to be in the range of $1.82 to $1.84, representing a 21% to 22% increase over the prior year.
  • This guidance does not include the impact of acquisitions that have not yet closed.