𝐀𝐦𝐩𝐡𝐞𝐧𝐨𝐥: 𝐑𝐞𝐜𝐨𝐫𝐝 𝐒𝐚𝐥𝐞𝐬, 𝐄𝐏𝐒 𝐁𝐞𝐚𝐭, 𝐒𝐭𝐫𝐨𝐧𝐠 𝐎𝐮𝐭𝐥𝐨𝐨𝐤

$APH (+0,86%)

📊 𝐑𝐞𝐬𝐮𝐥𝐭𝐬

• Adj. EPS: $1.06 (Est. $0.96) ✅

• Revenue: $7.6B (Est. $6.81B) ✅

• EPS: $0.72

• Orders: $9.4B (Book-to-bill 1.24x)

• Adj. operating margin: 27.3%

⠀

🎯 𝐆𝐮𝐢𝐝𝐚𝐧𝐜𝐞

• Adj. EPS Q2: $1.14–$1.16 (Est. $1.10) ✅

• Revenue Q2: $8.1B–$8.2B (Est. $7.6B) ✅

⠀

📌 𝐊𝐞𝐲 𝐓𝐚𝐤𝐞𝐚𝐰𝐚𝐲𝐬

• Strong beat driven by IT datacom and broad-based organic growth (+33%)

• Record orders with solid demand visibility (book-to-bill >1)

• Margin expansion supported by scale and mix

• Acquisition of CommScope CCS adds incremental growth tailwind

• Q2 outlook points to continued momentum with strong double-digit growth

⠀

💬 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐂𝐨𝐦𝐦𝐞𝐧𝐭𝐚𝐫𝐲

“Sales and Adjusted Diluted EPS both exceeded the high end of our guidance.”