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Dec 31, 2025
Amphenol Q4 2025 Earnings Report
Amphenol posted record Q4 results driven by strong organic growth and recent acquisitions.
Key Takeaways
Amphenol delivered a strong Q4 2025 performance, with record sales and profitability fueled by growth across all segments and contributions from recent acquisitions.
Q4 revenue reached $6.44 billion, up from $4.32 billion in Q4 2024.
Adjusted EPS rose to $0.97, significantly exceeding guidance.
Net income for the quarter was $1.2 billion.
Trexon acquisition completed during the quarter, boosting growth.
Revenue by Segment
Forward Guidance
Amphenol expects strong double-digit growth in Q1 2026, supported by contributions from the CCS acquisition and continued momentum across key markets.
Positive Outlook
- Q1 2026 sales expected between $6.9B and $7.0B
- Adjusted EPS guided between $0.91 and $0.93
- CCS acquisition expected to contribute $900M in Q1 revenue
- CCS to add $0.02 to Adjusted EPS in Q1
- Strong growth expected in IT datacom and diversified end markets
Challenges Ahead
- Q1 EPS includes only modest $0.02 benefit from CCS
- No detailed geographic segment growth guidance provided
- Macroeconomic conditions remain a variable
- No update on resolution of China tax issue accrued in Q4
- Potential risks from integration of CCS business
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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