Today, after a long time, I decided to add the Amphenol share to my Growth Quality portfolio🗽

Highlights of the fourth quarter of 2024:

• Turnover of 4.3 billion dollars, an increase of 30 %
• EPS of 0,59$, an increase of 44 % compared to the previous year

Highlights for the full year 2024:

• Sales of 15.2 billion dollars, an increase of 21 % in US dollars and 13 % organically compared to the full year 2023
• EPS of 1,92$an increase of 24 % compared to the previous year
• Two acquisitions completed: Carlisle Interconnect Technologies and Luetze
• Almost $1.3 billion paid out to shareholders

Source

https://investors.amphenol.com/news-and-events/news-details/2025/Amphenol-Reports-Record-Fourth-Quarter-and-Full-Year-2024-Results/default.aspx

Today I added $APH (-2 %) today.

Ampehnol published its quarterly figures last week:

Amphenol delivered an impressive performance in Q4 2024 with revenue up 30% year-on-year to USD 4.318 billion. The company's focus on AI connectivity technologies and strategic market diversification has proven successful. Of particular note is the IT datacom market, which, driven by AI applications, recorded a 76% increase in revenue and contributed significantly to the quarterly success.

Financial highlights

- Revenue: USD 4.318 billion, an increase of 30% year-on-year

- Earnings per share: 0.55 US dollars (adjusted), compared to 0.59 US dollars according to GAAP

- Operating margin: 22.4%, an increase of 120 basis points year-over-year

- Operating cash flow: 847 million US dollars

Outlook and guidance

For the first quarter of 2025, Amphenol forecasts revenue between $4.0 billion and $4.1 billion, with adjusted EPS guidance of $0.49 to $0.51. The company expects continued growth in AI-related investments and mid-single-digit sequential growth in the IT datacom market. These forecasts point to continued positive momentum into 2025.

Management commentary

CEO Adam Norwood emphasized the company's strategic positioning in AI technologies: "The revolution in AI continues to create a unique opportunity for Amphenol." He also highlighted the company's decentralized structure as a particular strength: "Our unique entrepreneurial organization has created a new position of strength."

Questions and answers

During the earnings call, analysts inquired about Amphenol's strategies to address potential tariff challenges as well as its performance in the automotive and mobile device markets. The company expressed confidence in its flexibility and growth opportunities, particularly in the electric and conventional vehicle markets.

Risks and challenges

- Potential tariff increases could have an impact on cost structures.

- Declining sales in the automotive market, particularly in Europe, pose a risk.

- Disruptions in the supply chain could affect production schedules.

- Market saturation in certain segments could limit growth.

- Macroeconomic pressures, including currency fluctuations, could impact financial results.

Source:

https://de.investing.com/news/transcripts/amphenol-ubertrifft-im-4-quartal-2024-epsprognose-aktie-steigt-93CH-2847026

What do you think $APH (-2 %) I've had it on my watchlist for some time. I would love to read your opinion.

$APH (-2 %) If not yet known: Amphenol Corporation - Amphenol Corporation Announces Two-for-One Stock Split

Beat the S&P500 Challenge

I have been thinking about which stocks I could use to beat the S&P500 index.

After a lot of research, I have now decided on 20 American shares, which I will save 100 euros/month each in savings plans from 01.04.2024. As I didn't want any overlaps/duplications with my ETFs (World and Consumer Staples), I chose companies from the second tier. Perhaps one or two of the stocks will also be of interest to you 😉

The portfolio will contain the following shares:

$AME (-0,97 %)

$APH (-2 %)

$ANET

$AJG (+0,53 %)

$CMG (-2,73 %)

$FIX (-5,25 %)

$EME (-4,96 %)

$IT (-2,65 %)

$HUBB (-2,7 %)

$INTU (-1,66 %)

$KAI (-1,08 %)

$KLAC (-2,61 %)

$MMC (+0,18 %)

$MEDP (-0,94 %)

$MOH (-2,23 %)

$RSG (+0,39 %)

$SNPS (-3,7 %)

$URI (-5 %)

$VRTX (+0,82 %)

$GWW (-1,21 %)

I know that it will be difficult to beat the S&P500, but I still want to try...

Accessed No. 2 🤙🏼

𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

𝗖𝗵𝗶𝗻𝗮𝘀 𝗜𝗺𝗺𝗼𝗯𝗶𝗹𝗶𝗲𝗻𝗸𝗼𝗻𝘇𝗲𝗿𝗻𝗲 / 𝗙𝘂𝗻𝗸𝘁𝘂𝗿𝗺-𝗩𝗲𝗿𝗸𝗮𝘂𝗳 / 𝗪𝗲𝗯 𝟯.𝟬

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

As of today, among others, Restaurant Brands ($QSR (-0,13 %)), Medifast Inc. ($MED (+3,15 %)), Amphenol ($APH (-2 %)), General Electric ($GE (-4,03 %)) and Nordson corp. ($NDSN (-1,06 %)) traded ex-dividend.

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈

Today, among others, Nike Inc. ($NKE (-0,48 %)) , Micron Technologies Inc. ($MU (-4 %)) and Carnival ($CCL (-5,14 %)) present their quarterly figures.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

Kaisa ($1638 (-2,17 %)) - Chinese real estate group Kaisa hires external advisors to rescue it from a difficult situation. The evaluation of liquidity and the search for possible solutions would be taken over by the company Houlihan Lokey. Kaisa's share price slid 14 percent on Monday after nearly two weeks of trading halt. The stock has fallen 75 percent since the beginning of the year. In addition to Kaisa, rival Evergrande ($3333 (+8,23 %)) was downgraded to "limited credit default" status by ratings agency Fitch.

Deutsche Telekom ($DTE (+0,67 %)) - Shares fell in pre-market trading after the announcement of the possible sale of the radio tower division in the first quarter of 2022. A valuation of up to EUR 20 billion, including debt, is possible given the high demand for investment opportunities in infrastructure. Deutsche Telekom shares came under pressure in a weak market environment in pre-market trading. On Monday, the stock was trading 1.4 percent lower than on Friday.

𝗖𝗿𝘆𝗽𝘁𝗼 💎

Web 3.0 - Reddit co-founder Ohanian and Polygon launch $200 million Web 3.0 social media initiative. On Friday, Polygon venture capital firm Seven Seven Six and Alexis Ohanian announced a $200 million initiative to support projects operating at the intersection of social media and Web 3.0. The initiative will focus on gaming applications and social media platforms built on Polygon's infrastructure.

Follow us for french content on @MarketNewsUpdateFR

Good chart, Börseonline