Amphenol (NYSE:APH) Updates Q1 2025 Earnings Guidance

Amphenol (NYSE:APH) updated its first quarter 2025 earnings guidance on Wednesday. The company provided earnings per share guidance of 0.490-0.510 for the period, compared to the consensus earnings per share estimate of 0.480. The company issued revenue guidance of $4.0 billion-$4.1 billion, compared to the consensus revenue estimate of $3.9 billion. Amphenol also updated its Q1 guidance to $0.49-0.51 EPS.

Analysts Set New Price Targets

Several brokerages have recently weighed in on APH. Truist Financial increased their target price on shares of Amphenol from $76.00 to $82.00 and gave the company a “buy” rating in a research note on Thursday, October 24th. Citigroup increased their target price on shares of Amphenol from $81.00 to $82.00 and gave the company a “buy” rating in a research note on Friday, January 17th. TD Cowen increased their target price on shares of Amphenol from $60.00 to $63.00 and gave the company a “hold” rating in a research note on Friday, October 25th. Evercore ISI increased their target price on shares of Amphenol from $75.00 to $80.00 and gave the company an “outperform” rating in a research note on Thursday, October 24th. Finally, Robert W. Baird raised their price target on shares of Amphenol from $71.00 to $77.00 and gave the stock an “outperform” rating in a research note on Thursday, October 24th. Five research analysts have rated the stock with a hold rating, seven have assigned a buy rating and one has assigned a strong buy rating to the stock. According to data from MarketBeat, Amphenol has a consensus rating of “Moderate Buy” and an average target price of $69.79.

Amphenol Stock Performance

APH opened at $75.67 on Wednesday. Amphenol has a 12-month low of $48.52 and a 12-month high of $76.30. The company has a current ratio of 1.99, a quick ratio of 1.33 and a debt-to-equity ratio of 0.53. The firm has a market capitalization of $91.22 billion, a PE ratio of 43.54, a P/E/G ratio of 1.89 and a beta of 1.24. The firm has a 50 day moving average of $71.75 and a two-hundred day moving average of $67.79.

Amphenol (NYSE:APH) last posted its quarterly earnings results on Wednesday, January 22nd. The electronics maker reported $0.55 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.50 by $0.05. The company had revenue of $4.32 billion during the quarter, compared to analyst estimates of $4,051,810 billion. Amphenol had a net margin of 15.40% and a return on equity of 24.68%. Amphenol’s revenue for the quarter was up 29.8% compared to the same quarter last year. During the same period last year, the firm posted $0.82 EPS. On average, analysts anticipate that Amphenol will post 1.84 EPS for the current year.

Amphenol Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, January 8th. Investors of record on Tuesday, December 17th were paid a $0.165 dividend. The ex-dividend date of this dividend was Tuesday, December 17th. This represents a $0.66 dividend on an annualized basis and a yield of 0.87%. Amphenol’s dividend payout ratio is currently 37.93%.

Insider Activity at Amphenol

In related news, insider Peter Straub sold 132,000 shares of Amphenol stock in a transaction on Friday, November 8th. The shares were sold at an average price of $74.12, for a total value of $9,783,840.00. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Richard Adam Norwitt sold 900,672 shares of Amphenol stock in a transaction on Tuesday, October 29th. The shares were sold at an average price of $68.81, for a total transaction of $61,975,240.32. Following the completion of the sale, the chief executive officer now directly owns 1,934,848 shares in the company, valued at $133,136,890.88. This represents a 31.76 % decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders have sold 1,842,672 shares of company stock valued at $128,858,080. 1.80% of the stock is owned by company insiders.

Amphenol Company Profile

Amphenol Corporation, together with its subsidiaries, primarily designs, manufactures, and markets electrical, electronic, and fiber optic connectors in the United States, China, and internationally. It operates through three segments: Harsh Environment Solutions, Communications Solutions, and Interconnect and Sensor Systems.