From Nasdaq: 2025-04-23 13:47:00

Amphenol (APH) reported first-quarter 2025 adjusted earnings of 63 cents per share, beating estimates by 21.15% and increasing 57.5% year over year. Net sales rose 47.7% to $4.81 billion, with organic growth up 33%. Strong performance in IT datacom, mobile devices, defense, and communications networks drove this growth. Shares surged 11.48% post-results.

Sales details for Amphenol showed Harsh Environment Solutions up 38.4% at $1.27 billion, Communications Solutions up 90.7% at $2.41 billion, and Interconnect and Sensor Systems Solutions up 5.1% at $1.13 billion. Gross margin expanded to 34.2%, while adjusted operating margin rose to 23.5%. Cash and cash equivalents were $1.67 billion as of March 2025.

Amphenol expects Q2 2025 earnings between 64-66 cents per share, a 45-50% year-over-year increase. Sales are forecasted to reach $4.90-$5.00 billion, a 36-39% growth. Zacks Consensus Estimate for Q2 2025 sales is $4.54 billion, with earnings at 55 cents per share. Paycom Software, Pitney Bowes, and Nokia are better-ranked stocks in the sector.

For those looking for promising stocks, Paycom Software, Pitney Bowes, and Nokia are worth considering. Paycom Software has a Zacks Rank #1, with a 3.2% YTD return and expected earnings growth of 11.56%. Pitney Bowes, with a Zacks Rank #2, has gained 11.9% YTD and expects earnings growth of 15%. Nokia, also with a Zacks Rank #2, has seen a 19.2% YTD increase and expects earnings growth of 2.25%.



Read more at Nasdaq: Amphenol Earnings Surpass Estimates in Q1, Sales Increase Y/Y