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Sep 30, 2025
Amphenol Q3 2025 Earnings Report
Amphenol reported record Q3 2025 results with strong revenue and earnings growth driven by organic performance and acquisitions.
Key Takeaways
Amphenol delivered record sales of $6.2 billion and net income of $1.25 billion in Q3 2025. Operating margin reached 27.5%, supported by strength across all business segments and the successful acquisition of Rochester Sensors.
Record revenue of $6.2B, up 53% YoY
Adjusted EPS of $0.93 exceeded guidance
Operating margin reached an all-time high of 27.5%
Free cash flow came in at $1.215B
Revenue by Segment
Forward Guidance
Amphenol expects strong year-end performance with Q4 sales between $6.0B and $6.1B and adjusted EPS between $0.89 and $0.91.
Positive Outlook
- Q4 sales expected to grow 39%–41% YoY
- Adjusted EPS projected at $0.89–$0.91
- Full-year sales forecast of $22.66B–$22.76B
- Full-year adjusted EPS of $3.26–$3.28
- Strong pipeline from recent and pending acquisitions
Challenges Ahead
- Outlook excludes potential impact of pending acquisitions
- Market conditions must remain constant to meet guidance
- Currency exchange rates assumed to be stable
- Continued macroeconomic uncertainty across global markets
- Potential delays in regulatory approvals for M&A activity
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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