Amphenol (APH) reported $3.33 billion in revenue for the quarter ended December 2023, representing a year-over-year increase of 2.7%. EPS of $0.82 for the same period compares to $0.78 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $3.14 billion, representing a surprise of +5.89%. The company delivered an EPS surprise of +6.49%, with the consensus EPS estimate being $0.77.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how ...

Amphenol (APH) came out with quarterly earnings of $0.82 per share, beating the Zacks Consensus Estimate of $0.77 per share. This compares to earnings of $0.78 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 6.49%. A quarter ago, it was expected that this maker of fiber-optic products would post earnings of $0.74 per share when it actually produced earnings of $0.78, delivering a surprise of 5.41%.Over the last four quarters, ...

Investors are always looking for stocks that are poised to beat at earnings season and Amphenol Corporation (APH) may be one such company. The firm has earnings coming up pretty soon, and events are shaping up quite nicely for their report.That is because Amphenol is seeing favorable earnings estimate revision activity as of late, which is generally a precursor to an earnings beat. After all, analysts raising estimates right before earnings — with the most up-to-date information possible — is a pretty good ...

Earnings and Revenue Forecast - Wall Street analysts forecast Amphenol (APH) to report quarterly earnings of $0 77 per share, a year-over-year decline of 1 3% [1] - Revenues are anticipated to be $3 14 billion, a decline of 3% compared to the year-ago quarter [1] - Over the last 30 days, there has been an upward revision of 0 3% in the consensus EPS estimate for the quarter [1] Key Metrics Forecast - Net sales for Harsh Environment Solutions are expected to be $761 47 million, a year-over-year decline of 4 3% [2] - Net sales for Interconnect and Sensor Systems are projected to reach $1 28 billion, a year-over-year increase of 26 8% [2] - Net sales for Communications Solutions are predicted to be $1 11 billion, a year-over-year decline of 22 5% [2] Operating Income Forecast - Operating income for Interconnect and Sensor Systems is expected to be $239 07 million, compared to $193 80 million in the year-ago quarter [3] - Operating income for Communications Solutions is forecasted at $217 17 million, down from $318 50 million in the same quarter last year [3] - Operating income for Harsh Environment Solutions is projected to reach $239 79 million, up from $204 80 million in the year-ago quarter [3] Stock Performance - Amphenol shares have declined by 1 6% in the past month, while the Zacks S&P 500 composite has increased by 0 9% [3] - With a Zacks Rank 2 (Buy), APH is expected to outperform the overall market performance in the near term [3]

The market expects Amphenol (APH) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended December 2023. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on ...

Vectorian/iStock via Getty Images Introduction As most of my readers will know, I try to keep less than 25 companies in my dividend growth portfolio. While the number of stocks that I believe make good investments is far bigger than that, I like to keep my company count low, as I prefer to go "big" into a few names instead of having low exposure in countless companies. Hence, my watchlist is one of the most important tools that I use to make investment decisions, as it includes all companies that I believe ...

Financial Performance - Net sales for Q3 2023 were $3,199.2 million, a decrease of 3% compared to $3,295.2 million in Q3 2022, with a 5% organic decline[117]. - For the first nine months of 2023, net sales were $9,227.2 million, down 2% from $9,383.8 million in the same period of 2022, reflecting a 3% organic decline[118]. - The decrease in net sales in Q3 2023 was primarily driven by declines in the Communications Solutions segment, partially offset by growth in the Harsh Environment Solutions and Interconnect and Sensor Systems segments[117]. - Organic declines were noted in mobile networks, mobile devices, industrial, IT datacom, and broadband communications markets, while strong growth was observed in commercial aerospace, military, and automotive markets[117]. - Consolidated net sales for the first nine months of 2023 decreased by 2% in U.S. dollars compared to the same period in 2022, with a notable decline in foreign sales[123]. Segment Performance - Net sales in the Harsh Environment Solutions segment increased by 12% in U.S. dollars and 11% in constant currencies for Q3 2023 compared to Q3 2022, driven by strong growth in commercial aerospace, automotive, military, and IT datacom markets[119]. - Net sales in the Communications Solutions segment decreased by 16% in U.S. dollars and 15% in constant currencies for Q3 2023 compared to Q3 2022, primarily due to declines in mobile networks and industrial markets[120]. - Net sales in the Interconnect and Sensor Systems segment increased by 5% in U.S. dollars and 4% in constant currencies for Q3 2023 compared to Q3 2022, supported by growth in automotive and commercial aerospace markets[121]. Expenses and Income - Selling, general and administrative expenses were $381.6 million, or 11.9% of net sales, for Q3 2023, up from $366.9 million, or 11.1% of net sales, in Q3 2022[127]. - Operating income for Q3 2023 was $657.9 million, or 20.6% of net sales, compared to $681.1 million, or 20.7% of net sales, in Q3 2022[128]. - The Harsh Environment Solutions segment's operating income for Q3 2023 was $239.1 million, or 26.9% of net sales, an increase from $207.1 million, or 26.1% of net sales, in Q3 2022[129]. - The Communications Solutions segment's operating income for Q3 2023 was $283.3 million, or 22.1% of net sales, down from $341.6 million, or 22.5% of net sales, in Q3 2022[130]. - Operating income for the Interconnect and Sensor Systems segment was $188.9 million, or 18.3% of net sales, for Q3 2023, compared to $185.3 million, or 18.8% of net sales, for Q3 2022[131]. Cash Flow and Investments - Cash provided by operating activities was $1,686.9 million for the first nine months of 2023, up from $1,469.3 million for the same period in 2022[141]. - The company had cash, cash equivalents, and short-term investments of $1,734.0 million as of September 30, 2023, compared to $1,434.2 million at the end of 2022[137]. - Net cash used in investing activities was $(704.4) million for the first nine months of 2023, compared to $(650.5) million for the same period in 2022[142]. - The company reported a net increase in cash and cash equivalents of $108.4 million for the first nine months of 2023, compared to a decrease of $(8.1) million for the same period in 2022[142]. - Free Cash Flow for the nine months ended September 30, 2023, was $1,421.2 million, up from $1,183.6 million in 2022, driven by increased Operating Cash Flow[150]. Debt and Financing - The Company has an amended and restated $2,500.0 million unsecured revolving credit facility, with no outstanding borrowings as of September 30, 2023[156]. - The Company issued $350.0 million principal amount of unsecured 4.750% Senior Notes due March 30, 2026, using proceeds primarily to repay commercial paper[161]. - The Company has no outstanding borrowings under its Revolving Credit Facility, 2022 Term Loan, U.S. Commercial Paper Program, and Euro Commercial Paper Program as of September 30, 2023[178]. - The Company incurred $21.5 million in acquisition-related expenses during the year ended December 31, 2022, primarily related to amortization of acquired backlog[170]. Acquisitions - Six acquisitions were completed during the nine months ended September 30, 2023, totaling approximately $292.6 million, with one acquisition resulting in a non-cash gain of $5.4 million due to a bargain purchase[168]. - Acquisition-related expenses for the three months ended September 30, 2023, amounted to $9.0 million, with total expenses for the nine months reaching $18.4 million[170]. Stock and Dividends - The Company authorized a stock repurchase program allowing for the purchase of up to $2,000.0 million of Class A Common Stock by April 27, 2024, with $149.3 million and $469.8 million spent on repurchases during the three and nine months ended September 30, 2023, respectively[165]. - The Company declared a quarterly dividend of $0.21 per share for the three months ended September 30, 2023, an increase from $0.20 per share in the same period of 2022, and plans to increase it to $0.22 per share effective in the fourth quarter of 2023[167]. - The Company reported a total of $375.7 million in dividends declared for the nine months ended September 30, 2023, compared to $357.6 million in the same period in 2022[167]. Market Risks and Economic Conditions - The company continues to monitor market conditions and adjust its strategies accordingly to mitigate risks associated with economic uncertainties[113]. - The company anticipates that future results may differ materially from forward-looking statements due to various risks and uncertainties[113]. - The Company has been exposed to substantial increases in floating interest rates related to the U.S. Commercial Paper Program since March 2022[178]. - Recent increases in federal funds rate have led to a significant rise in floating interest rates, impacting potential future interest expenses[178]. - The Company does not expect changes in interest rates to materially affect income or cash flows for the remainder of 2023[178].

Amphenol Corporation (NYSE:APH) Q3 2023 Earnings Conference Call October 25, 2023 1:00 PM ET Company Participants Craig Lampo - Chief Financial Officer Adam Norwitt - Chief Executive Officer Conference Call Participants Amit Daryanani - Evercore Chris Snyder - UBS Luke Junk - Baird Andrew Buscaglia - BNP Paribas Wamsi Mohan - Bank of America Samik Chatterjee - JPMorgan Mark Delaney - Goldman Sachs Will Stein - Truist Securities Steven Fox - Fox Advisors Matt Sheerin - Stifel Joe Giordano - TD Cowen Operator ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 | --- | --- | |----------------------------------------------------------------------|-------------------------------------------------------------------------------------- ...

Amphenol Corporation (NYSE:APH) Q2 2023 Earnings Conference Call July 26, 2023 1:00 PM ET Company Participants Craig Lampo - Chief Financial Officer Adam Norwitt - Chief Executive Officer Conference Call Participants Luke Junk - Baird Samik Chatterjee - JPMorgan Mark Delaney - Goldman Sachs Abdullah Khan - Evercore Wamsi Mohan - Bank of America Matt Sheerin - Stifel Steven Fox - Fox Advisors Chris Snyder - UBS Joe Giordano - TD Cowen Will Stein - Truist Securities Operator Hello. And welcome to the Second Q ...