Sales: 6.19B$ vs. 5.56B$ expected 🚀
Net income: 1.26B$ vs. 1.04B$ expected 🚀
Dividend increased to 1$ per year or 0.25$ per quarter (52% increase compared to previous year)
Share buybacks will be added in approximately the same amount, resulting in a return of approx. 1.5% for the shareholder.
Q4 outlook:
Sales: 6.05B$ vs. 5.72B$ expected🟢
FY 2025:
Sales: 22.7B$ vs. 21.7B$ expected🟢
Amphenol gives rather cautious outlook. I rather expect 6.4B for Q4 and thus 23B$ for FY2024. Margins are also rising steadily. You can benefit from all the investments in data centers.
"We are pleased to have closed the third quarter of 2025 with record sales and Adjusted Diluted EPS, both significantly exceeding the high end of our guidance," said Amphenol President and Chief Executive Officer, R. Adam Norwitt. "Sales increased from prior year by 53%, driven by strong organic growth in virtually all of our end markets, including exceptional organic growth in the IT datacom market, as well as contributions from the Company's acquisition program. In the third quarter, we once again realized excellent profitability with Operating Margin reaching a record 27.5%. We are extremely proud of the Company's outstanding performance."
This makes Amphenol the next doubler in my portfolio.
