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Amphenol (APH) Q2 2025 Earnings
Reported Jul 23, 2025 at 10:58 AM ET · SEC Source
Q2 25 EPS
$0.81
BEAT +21.66%
Est. $0.67
Q2 25 Revenue
$5.65B
BEAT +12.10%
Est. $5.04B
vs S&P Since Q2 25
+55.2%
BEATING MARKET
APH +72.9% vs S&P +17.7%
Market Reaction
Did APH Beat Earnings? Q2 2025 Results
Amphenol delivered a blowout second quarter for the period ending June 2025, posting adjusted diluted EPS of $0.81, a 21.66% beat against the $0.67 consensus estimate, while revenue of $5.65 billion topped expectations by 12.10% and surged 56.5% year… Read more Amphenol delivered a blowout second quarter for the period ending June 2025, posting adjusted diluted EPS of $0.81, a 21.66% beat against the $0.67 consensus estimate, while revenue of $5.65 billion topped expectations by 12.10% and surged 56.5% year over year. The single most powerful engine behind the quarter was explosive momentum in the IT datacom market, which drove the Communications Solutions segment to $2.91 billion in revenue, a 101% year-over-year increase combining 78% organic growth with 23% from acquisitions, reflecting soaring global demand for high-speed interconnect solutions tied to artificial intelligence infrastructure. Adjusted operating margin expanded to a robust 25.6%, underscoring the company's ability to scale profitably. The strategic narrative extends well beyond the quarter, with Amphenol separately announcing a $10.50 billion deal to acquire CommScope's connectivity and cable solutions business, signaling continued aggressive expansion. For Q3 2025, management guided revenue of $5.40 billion to $5.50 billion, representing 34% to 36% year-over-year growth, with adjusted diluted EPS of $0.77 to $0.79.
Key Takeaways
- • Exceptional organic growth in the IT datacom market
- • Strong organic growth across all end markets
- • Contributions from the company's acquisition program including the Andrew Business from CommScope
- • Record Adjusted Operating Margin of 25.6%
- • 41% organic net sales growth year-over-year
APH YoY Financials
Q2 2025 vs Q2 2024, source: SEC Filings
APH Revenue by Segment
With YoY comparisons, source: SEC Filings
“We are pleased to have closed the second quarter of 2025 with record sales and Adjusted Diluted EPS, both significantly exceeding the high end of our guidance. Sales increased from prior year by 57%, driven by strong organic growth in 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 second quarter, we once again realized excellent profitability with Adjusted Operating Margin reaching a record 25.6%. We are extremely proud of the Company's outstanding performance.”
— R. Adam Norwitt, Q2 2025 Earnings Press Release
APH Earnings Trends
APH vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
APH EPS Trend
Earnings per share: estimate vs actual
APH Revenue Trend
Quarterly revenue: estimate vs actual
APH Quarterly Results
4 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $0.95 | $1.06 | +11.96% | $7.62B | +7.42% |
| Q4 25 BEAT FY | $0.94 | $0.97 | +3.07% | $6.44B | +3.42% |
| FY Full Year | — | $3.34 | — | $23.09B | — |
| Q3 25 BEAT | $0.80 | $0.93 | +16.48% | $6.19B | +11.49% |
| Q2 25 BEAT | $0.67 | $0.81 | +21.66% | $5.65B | +12.10% |