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Amphenol
Amphenol (APH) investor relations material
Amphenol Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary28 Jan, 2026
Executive summary
Achieved record Q4 2025 sales of $6.4B, up 49% YoY, and full-year sales of $23.1B, up 52% YoY, with strong organic growth and robust order momentum.
Adjusted diluted EPS reached $0.97 in Q4 (up 76% YoY) and $3.34 for the year (up 77% YoY), both exceeding guidance.
Closed five acquisitions in 2025, including Trexon, and completed the acquisition of CommScope's CCS business in January 2026, expanding capabilities in fiber optics, defense, and building connectivity.
Returned nearly $1.5B to shareholders in 2025 via buybacks and dividends.
Financial highlights
Q4 GAAP operating income: $1.7B (margin 26.8%); adjusted operating income: $1.8B (margin 27.5%).
Full-year GAAP operating income: $5.9B; adjusted: $6.1B. Full-year GAAP margin: 25.4%; adjusted: 26.2%.
Q4 free cash flow: $1.7B (144% of net income); full-year free cash flow: $4.4B (103% of net income).
Book-to-bill ratio for 2025: 1.1; Q4 orders: $8.4B, up 38% sequentially.
Q4 GAAP diluted EPS was $0.93 (up 58%); full year GAAP diluted EPS was $3.34 (up 74%).
Outlook and guidance
Q1 2026 sales expected at $6.9B–$7.0B, up 43%–45% YoY; adjusted EPS $0.91–$0.93, up 44%–48% YoY.
Guidance includes ~$900M in sales and $0.02 EPS accretion from CommScope/CCS.
CommScope/CCS expected to generate $4.1B in 2026 sales and add $0.15 to 2026 adjusted EPS.
CapEx expected to remain in the 3%–4% of sales range, with potential to trend toward upper end due to growth.
China tax dispute: Update on potential $300M impact
Net EPS impact of CCS acquisition for Q1 2026
Key drivers for IT datacom organic growth?
How do AI customer commitments impact investments?
How does CCS broaden fiber optic capabilities?
What's driving Europe's organic growth in industrial?
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Next Amphenol earnings date
Q1 202622 Apr, 2026
Amphenol
Next Amphenol earnings date
Q1 202622 Apr, 2026
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Frequently asked questions
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 two segments, Interconnect Products and Assemblies; and Cable Products and Solutions. The company offers connector products for use in the cellular handset, wireless communications, aerospace and military/commercial/other industrial applications; printed circuit board connectors; and portables accessories products comprising high-speed data and radio frequency connectors for use in a range of applications in the automotive industry.
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