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Visual31 Oct 2025
Three decades of Rolls-Royce
Amphenol (APH) investor relations material
Amphenol Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary22 Oct, 2025
Executive summary
Achieved record Q3 2025 sales of $6.194B, up 53% year-over-year, with double-digit organic growth in nearly all end markets, especially IT datacom.
GAAP diluted EPS reached $0.97 (up 102%); adjusted EPS was $0.93 (up 86%), both exceeding guidance.
Operating margin hit a record 27.5%, up 560 bps year-over-year, driven by strong operating leverage and successful integration of acquisitions.
Major acquisitions included Andrew Business from CommScope and Rochester Sensors; pending deals for CCS Business ($10.5B) and Trexon ($1B) expected to close by Q1 2026.
Returned $354M to shareholders in Q3 through buybacks and dividends; quarterly dividend increased by 52% to $0.25/share effective January 2026.
Financial highlights
Sales up 53% in USD and local currencies, 41% organically year-over-year; sequential sales up 10%.
Gross margin for Q3 2025 was 38.1%, up from 33.6% in Q3 2024; operating margin 27.5%.
Net income for Q3 2025 was $1.25B, up from $604M in Q3 2024.
Operating and free cash flow for Q3 were $1.5B and $1.2B, respectively; nine-month free cash flow was $2.92B.
Adjusted effective tax rate for Q3 2025 was 27%, up from 24% last year due to income mix shift.
Outlook and guidance
Q4 2025 sales expected at $6.0B–$6.1B, up 39–41% year-over-year; adjusted EPS guidance of $0.89–$0.91, up 62–65%.
Full-year 2025 sales expected at $22.66B–$22.76B, up 49–50%; adjusted EPS $3.26–$3.28, up 72–74%.
Guidance excludes impact from pending acquisitions; higher adjusted effective tax rate of 25.5% assumed for Q4 and 2026.
Elevated capital expenditures anticipated in Q4 2025 to support AI-related growth.
Pending acquisitions of CCS Business and Trexon expected to expand product capabilities and market reach.
Explain the drivers of IT datacom organic growth
What is the expected impact of unclosed acquisitions?
What is the rationale for the 52% dividend increase?
Product complexity's margin impact?
AI ecosystem inventory levels outlook?
Acquisition focus on new end markets?
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Q4 202528 Jan, 2026
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Frequently asked questions
Amphenol Corporation, together with its subsidiaries, primarily designs, manufactures, and markets electrical, electronic, and fiber optic connectors in the United States, China, and internationally. It operates through two segments, Interconnect Products and Assemblies; and Cable Products and Solutions. The company offers connector products for use in the cellular handset, wireless communications, aerospace and military/commercial/other industrial applications; printed circuit board connectors; and portables accessories products comprising high-speed data and radio frequency connectors for use in a range of applications in the automotive industry.
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