Electronic gear maker Amphenol Q3 sales beat estimates, driven by IT datacom market growth

Amphenol

22/10/2025 13:10

Overview

Amphenol Q3 sales rise 53% in U.S. dollars yr/yr, beating analyst expectations

Adjusted EPS for Q3 beats analyst expectations, rising 86% yr/yr

Company announces 52% increase in quarterly dividend to $0.25 per share

Outlook

Amphenol expects Q4 2025 sales between $6.0 bln and $6.1 bln, up 39% to 41% YoY

Adjusted Diluted EPS for Q4 2025 expected between $0.89 and $0.91

Amphenol projects 2025 sales between $22.66 bln and $22.76 bln

Company expects 2025 adjusted diluted EPS between $3.26 and $3.28

Result Drivers

ORGANIC GROWTH - Strong organic growth in all end markets, particularly IT datacom, drove sales increase

ACQUISITIONS - Contributions from acquisition program, including Rochester Sensors, supported revenue growth

OPERATING MARGIN - Record operating margin of 27.5% achieved, reflecting excellent profitability

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Sales
Beat
$6.19 bln
$5.5 bln (15 Analysts)
Q3 Adjusted EPS
Beat
$0.93
$0.79 (15 Analysts)
Q3 EPS
$0.97
Q3 Net Income
$1.26 bln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 14 "strong buy" or "buy", 6 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the electronic equipment & parts peer group is "buy"

Wall Street's median 12-month price target for Amphenol Corp is $130.00, about 4.3% above its October 21 closing price of $124.44

The stock recently traded at 37 times the next 12-month earnings vs. a P/E of 35 three months ago

Press Release: ID:nBw4VQSp7a

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)